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MB2-717 Exam

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Exam Code: MB2-717 (Practice Exam Latest Test Questions VCE PDF)
Exam Name: Microsoft Dynamics 365 for Sales
Certification Provider: Microsoft
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Q1. You are working for a company that is in the process of trying to secure a large contract

As you work with this sales opportunity, you need to manage all the various people involved in the sale, both from the customer and external stakeholder point of view.

You need visibility on the Opportunity record to do this.

Which type of functionality can you use in Microsoft Dynamics 365 to facilitate visibility of those involved?

A. Stakeholders

B. Business Process Flows

C. Contact Preferences

D. Chats

Answer: D


Q2. You have been communicating with a lead for two weeks, and now you have determined that you are in a good position to move forward on your sales process. You have decided to qualify the lead.

When qualifying the lead, what happens next in your standard sales process?

A. An order is created.

B. An opportunity is created.

C. An invoice is created.

D. A quote is created.

Answer: D


Q3. You are a sales person using Microsoft Dynamics 365.

You need to use the web client to show the outcomes of an Opportunity to your sales team. Which three types of information should you capture on a Resolution Activity related to a

closed Opportunity? Each correct answer presents part of the solution.

A. actual revenue amount from the Opportunity

B. the status of the Opportunity, Won or Lost

C. appointment activities Q D. phone call activities

D. close date of the Opportunity

Answer: B,C


Q4. You are a sales person working in the Microsoft Dynamics 365 web interface

You want to create a view that you can use to segment your active customers by area, based on their physical address.

Which three steps must be followed to set up a personal view that you can use without having to create it each time? Each correct answer presents part of the solution.

A. Use Advanced Find to search both Accounts and Con

B. Save your query, and give it a name.

C. Export the query to Excel, and import it every time ydu need to use it

D. Use Advanced Find to search for alt Account records that are active.

E. Use Advanced Find to filter the records, based on the*r ZIP/Post code.

Answer: B,C


Q5. A customer accepts a quote for 10 products sold by your organization. The customer agrees to pay for half of the total immediately and pay the other half once the products are received.

How do you track this transaction in Microsoft Dynamics 365 so the accounting department will understand the transaction?

A. Create a new invoice that includes all of the items sold to the customer, and set the invoice to the Partial Fulfilled status reason.

B. Create a new invoice that includes all of the items sold to the customer, and set the invoice to the Partial Paid status reason.

C. Create a new invoice that includes half of the items sold to the customer, and set the invoice to the Complete Fulfilled status reason.

D. Create a new invoice that includes half of the items sold to the customer, and set the invoice to the Complete Paid status reason.

Answer: D


Q6. You are using Microsoft Dynamics 365 for sales.

Your marketing department has given you a number of illustrated documents that explain how your product is superior to various competitors.

You have been tasked with adding this material to Dynamics 365 so the salespeople can use and email the material to their prospects, all from within Dynamics 365.

How should you complete this task?

A. Add the documents to SharePoint and set up the SharePoint integration with Dynamics 365.

B. Add the documents as sales literature, and associate them with the right competitors.

C. Add the documents as Email Templates associated with the opportunity entity.

D. Add the documents as attachments in the notes section for each competitor.

Answer: B


Q7. An organization uses Microsoft Dynamics 365 to track Opportunities and Competitors.

They want to make sure that a competitor is always tracked when it is mentioned in an email from a potential customer regarding an opportunity-How can this be achieved using the fewest steps?

A. Instruct users to always manually associate the competitor when the Competitor Mentioned card is shown by the Relationship Assistant.

B. Configure the Relationship Assistant, and check the Card Option for the Competitor Mentioned card to perform the associated action automatically instead of displaying the card.

C. In the configuration for Auto Capture, enable the option to track competitors automatically when mentioned in emails regarding an opportunity.

D. Create a workflow to scan emails for competitor names, and associate the mentioned competitor to the opportunity.

Answer: A


Q8. You are a new sales executive for a company that utilizes Microsoft Dynamics 365.

You have begun tracking your activities in Microsoft Dynamics 365. You have completed the activities for one of your customers.

How will the activity state of the designated tasks be modified to reflect the fulfillment of these

A. You must manually change the activity state to Canceled.

B. The activity state will update automatically when the associated opportunity is won.

C. The activity state will update automatically when the associated sale order is complete.

D. You must manually change the activity state to Completed.

Answer: A


Q9. One of your prospects is reviewing a quote you have provided and will be making a decision to either accept or revise your offer.

You need to reflect the prospect's response by setting the quote status.

Which two options can you use to achieve this goal? Each correct answer presents a complete solution.

A. Fulfilled

B. Won

C. Inactive

D. Draft

Answer: B,C


Q10. You are the sales manager for a company that utilizes Microsoft Dynamics 365.

Your sales department offers seasonal pricing on many of its products by using price lists which are then deactivated at the close of each season,

Which two outcomes occur as a result of deactivating these price lists? Each selection represents a complete answer.

A. The prices are removed from the default price list field for all of the company s products.

B. Any pre-existing opportunities associated with those price lists will continue to use them.

C. Any existing sales transactional records will automatically be deactivated until a new price list is created.

D. Any existing sales transactional records will automatically associate with the default price list.

Answer: D