MB2-717 Exam
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Q1. As a manager, you are only measured on annual goals for your staff, but your sales staff is measured quarterly.
You need to set up goals, meeting the requirements and using a minimum amount of goals without creating new rollup queries.
Which approach should you take?
A. Create quarterly and annual goals for each sales person, with an annual parent goal for you.
B. Create quarterly and annual goals for each sales person, with both a quarterly and annual parent goals for you.
C. Create quarterly goals for each sales person measured, with an annual parent goal for your measurement
D. Create quarterly goals for each sales person, and an annual goal for your opportunities.
Answer: A
Q2. You are a sales professional for a medium-sized firm.
You are entering information into Microsoft Dynamics you organized at a trade show. What type of record should you create for each card?
A. Prospect
B. Lead
C. Account
D. Opportunity
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 working with a company to implement Microsoft Dynamics 365 for their sales division.
The sales manager wants all sales people to have the ability to be alerted when a recipient opens an email that was sent to them.
Which component of Microsoft Dynamics 365 should you use to manage this ability?
A. Email Engagement
B. Auto Capture
C. Relationship Assistant
D. Folder Level Tracking
Answer: A
Q5. 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
Q6. You are using Microsoft Dynamics 365.
You can find your disqualified leads but are unable to delete the ones you have chosen for deletion.
What do you need to do to delete the leads?
A. Ask your system administrator to give you the security permissions to delete leads.
B. Ask your system administrator to give you share permission to delete leads.
C. Reactivate the leads, then delete them.
D. Qualify the leads, and then delete them.
Answer: A
Q7. You are a support specialist in charge of manag.ng a product catalog within Microsoft Dynamics 365 for your company. You are asked to configure Microsoft Dynamics 365 so that management can analyze sales trends by product category. How should you meet this requirement?
A. Create multiple product relationships.
B. Create multiple product families.
C. Create multiple product bundles.
D. Create multiple product catalogs.
Answer: A
Q8. 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
Q9. 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
Q10. You are working with the Microsoft Dynamics 365 for Phones app.
You have created a new Opportunity to track information that could lead to a sale while visiting a customer and have a Business Process Flow at the Qualify stage.
You need to be able to update the record with information for qualifying the Opportunity. What are three items you can capture on the Opportunity to help you manage this
opportunity through to a sale? Each correct answer presents a complete solution.
A. tracking product returns
B. tracking activities related to the opportunity
C. tracking Invoice adjustment notes
D. tracking competitors
E. tracking the products in which the customer is interested
Answer: A,C