MB2-717 Exam Questions

You have been hired to configure a new Microsoft Dynamics 365 implementation for a company. You need to create a business process flow that accommodates multiple work flows, based...

You are setting up a Product Catalog in Microsoft Dynamics 365 that has a series of products that have similar properties. When added to an Opportunity, the user should be required...

You have recently been hired as a sales assistant for a new employer. The company sales staff uses Microsoft Dynamics 365, and you must occasionally input data for them. You want t...

You want to review the status of the sales opportunities you have been working on for the past three months. Which three system views allow you to review Won and Lost opportunities...

You are a sales professional for an insurance company. You have been working with a potential customer who was identified in Microsoft Dynamics 365 as an Opportunity. That customer...

An organization manages their sales process and tracks their competitors on opportunities through Microsoft Dynamics 365. A sales executive requests a report on how they are perfor...

You have created a personal dashboard in Microsoft Dynamics 365, consisting of personal charts and personal views. You want your team members to be able to fully take advantage of...

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...

Your sales manager has asked you to take over management of a sale for a customer that was managed by a previous employee. You want to make sure everyone who views the Opportunity...

An organization has many mobile users accessing Microsoft Dynamics 365 via phone or tablet. Microsoft Excel is not installed on the mobile devices. The organization wants lo enable...

You are using Opportunities, Quotes, and Orders in Microsoft Dynamics 365 to manage your sales process. You have created multiple revisions for a Quote. During this process, you ha...

After two months of communicating with a prospect your organization is ready to provide a formal offer for products and to the prospect You need to ensure the record is correct in...

You are a mortgage broker for a bank. You need to show the relationship between your Clients and their accountants who are already in the Microsoft Dynamics 365 system. What should...

You are a project manager in charge of implementing Microsoft Dynamics 365 for a sales organization. You are creating a product catalog. You have created a number of products, yet...

An opportunity to partner with one of your competitors on a large project has come up, but you are unable to select the competitor as a customer on the opportunity. Which two recor...

You notice that all of your current customers are stored m Microsoft Dynamics 365 as Account records. You need to create records for other organizations you work with to support yo...

You are a sales manager who has a large sates team. You want to track when you lose sales to your competitors. Which activity allows you to track your competitors in relationship t...

An organization uses goals in Microsoft Dynamics 365 to track sales via opportunities on existing customers. Customers are grouped into "standard" and "VIP" categories. You need to...

You are using Microsoft Dynamics 365 to track competitors. A user has closed an opportunity as lost but the user forgot to add the correct competitor in the process. How should you...

You are a sales executive for a sates organization that uses Microsoft Dynamics 365. You are doing a global search for the name of a contact that you have not communicated with in...

You receive an email from a person who was referred to your organization by a third party. You track the email and create a Lead for the prospect. After a few emails exchanged betw...

One of your custom has sent you an email requesting an invoke for products you have sold and delivered to them. You are getting ready to send the invoice. You need to quickly the n...

You are a sales executive for a sates organization. You are inputting data to create your Microsoft Dynamics 365 environment. One of your customers is the purchasing manager at Con...

The bank you work for had a booth at a trade show where they collected leads for people interested in getting a loan with the bank. You are sent a .csv file with 100 leads with who...

You want to use the Export to Excel Templates functional.* of Microsoft Dynamics 365. What are two benefits of Excel Templates for Microsoft Dynamics 365? Each correct answer prese...

You are a sales manager for your company. You want your sales people to be able to utilize data on their customers beyond the Microsoft Dynamics 365 application. With which type of...

You are working with a sales organization so that they can better utilize Microsoft Dynamics 365 to manage their sales process. What are two advantages of having the organization s...

You are a sales manager. You need to have a formal way for your sales staff to trade your competitor information against over the course of the year. Which three areas in Microsoft...

As your company grows, you need a way to capture the relationship between the people that you know and the organizations they currently work for. How are these details tracked m a...

You are using Microsoft Dynamics 365 to sell products in different currencies. The currency exchange rates are updated on a regular basis. You need to anticipate the impact of the...

You need visibility to all of your Opportunities to better analyze the information to decide how best to progress with each. What is unique to a Personal View of Opportunities?

You are creating Word Templates for a customer using Microsoft Dynamics 365. The customer needs a Word Template for the account entity and wants to merge data records related to th...

You are using Microsoft Dynamics 365 to track your competitors. You want to take full advantage of the "Win/Loss" report that is available for competitors. What two steps should yo...

You have been working with a potential customer for some company. You need to disqualify the lead in Microsoft Dynamics 365. When disqualifying the lead, which option should you se...

You are a sales executive for a sales organization that uses Microsoft Dynamics 365. You want to create your own personal views within Dynamics 365. How can you perform this task?

You are using Price Lists specific to campaigns. A campaign has recently ended, and you deactivated the associated Price List How are Opportunities. Quotes, and Orders with the cam...

You need to create an Opportunity in Microsoft Dynamics 365 to track potential customers requesting information or pricing would lead you to track the activities of a potential sal...

You have a Dynamics CRM organization. Users in the sales department frequently access the organization from a mobile device. The sales department users need to create CRM email act...

Your company uses Dynamics CRM Online and has a Microsoft SharePoint Online deployment. You need to configure server-side integration between CRM Online and SharePoint Online. You...

Your company wants to start tracking when customers make referrals in order to view the customers" influence over time. You have a contact named Contact1. Contact1 refers you to an...

You are responsible for managing and tracking goals for your company. You attempt to build a sales goal to track the sales team's wins and losses. You create a new goal and you dis...

You need to identify the default sales business process flow. What should you identify?

You have a lead for a potential business customer with whom your company has never done business. You need to identify which types of records are created automatically when you qua...

Your sales department is being restructured. As a result, the sales metrics must be adjusted. Currently, you have three tiers of parent-child goals. Under the new model, you will h...

You have an opportunity that was generated from a lead. The opportunity has several associated email, task, and phone call activities. What will occur if you delete the opportunity...

You need to locate the record of a person named Ben Smith. You are uncertain whether Hen Smith is in Dynamics CRM as a contact. What can you use to locate the record?

You have a Dynamics CRM organization that uses Microsoft SharePoint for document management. From CRM, you upload a document to a SharePoint library. You need to provide a user nam...

You need to provide a report that displays information from Dynamics CRM and another cloud application. What should you use?

You are creating a new opportunity record. The record for the associated contact does not exist yet. How should you create the associated contact?

The sales representatives in your company have individual goals by region. You need to create child goals for each sales representative. You must create one child goal for each reg...