MB2-717 Exam Questions

You have a product named Product1 that you add to an opportunity. To win the sale, your manager authorizes you to give a customer special pricing for Product1. You need to ignore t...

You have two price lists described as shown in the following table. You create an opportunity that uses Pricelist1. The opportunity contains line items for Product 1 and Product 3....

While at the airport, you meet the purchasing manager for a local grocery store chain. The purchasing manager complains about a product. You realize that the grocery store chain mi...

You create a personal dashboard that tracks important sales information. Your manager wants all of the users in the company to use the dashboard. You need to recommend a method to...

You are viewing the results from an Advanced Find search of opportunities. You need to identify which actions you can perform on the records from the view in Advanced Find, which t...

An organization uses Microsoft Dynamics 365 for lead management The organization wants to keep leads warm by contacting them weekly. How should you help your users contact leads on...

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 lead...

You are a sales manager for a large company that is about to implement Microsoft Dynamics 365. A company called Fabrikam. Inc. has three divisions within the company that purchase...

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 rece...

Based on a conversation with a potential customer, you think there may be a Lead record for the customer in Microsoft Dynamics 365. You need to find the disqualified lead so that y...

An organization uses goals aligned with fiscal periods. The fiscal periods were never set up and will now need to be aligned with the organization's actual fiscal year and period....

You are a sales manager for your company. In order to improve sales, you want Microsoft Dynamics 365 to analyze the daily actions and communications of your sales staff. In additio...

You are working with an organization that has extended its reporting in Microsoft Dynamics 365 with Power BL The organization wants to use the Power BI dashboards and tiles inside...

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 t...

After several weeks of negotiation with a customer, the customer decides to purchase tentor them. You need to send a new quote to the customer while keeping records of the requeste...

You have a Dynamics CRM organization. You plan to use folder tracking. You configure server-side synchronization and you enable the Folder-Level Tracking feature. A user named User...

You receive a call from someone you have never spoken to before. He tells you that he is familiar with one of your products from his work at a previous company and wants to purchas...

You have four opportunities to sell a product to customers who are located on the same street. You need to ensure that the opportunities are related. What should you do?

You open the My Open Opportunities view. You need to export the data in the view, and then import the data so that the existing records are updated. What should you do?

You have a new policy at your company which states that you must track competitors to whom you lost opportunities. What should you do?

You have an opportunity for a customer named Contoso. You are ready to offer a quote. You know that a competing company submitted a quote to Contoso for the same product. You need...

One of your top-selling products is now available in multiple colors. You need to make the color choices available to sales representatives for use in quotes and orders. What shoul...

You have a Dynamics CRM organization. A manager wants to share data with an external consultant by using a dynamic PivotTable. You need to tell the manager what to do before the ex...

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...

You are using Opportunities and Quotes to manage your sales process in Microsoft Dynamics 365. A customer requests quotes tor the same set of products, but from two different price...

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 recip...

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...

You are working with the default Opportunity form In Microsoft Dynamics 365. Your sales manager has asked all sales staff to maintain best practices when managing sales and to ente...

You are the technical support specialist for a company that utilizes Microsoft Dynamics 365. A new user calls the help desk complaining that every time they try to create a record,...

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 activiti...

You are a sales support specialist for a company that utilizes Microsoft Dynamics 365. You are going through the many records of their current database and inputting this data into...

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 compe...

You are a technical support specialist for your company. The Company's sales staff are issued a company laptop to use when interfacing with Microsoft Dynamics 365. They need to int...

On an Opportunity. you need to show Stakeholder, Products. Competition, and Sales Teams related to the Opportunity. What is automatically set when selecting a related record from w...

An organization uses goals in a hierarchy with parent and child goals in Microsoft Dynamics 365. A sales manager leaves the organization and will not be replaced. The sales manager...

An organization is using the Relationship Assistant in Microsoft Dynamics 365. A small minority of their users need to only see the Email Cards from Exchange. The rest of the cards...

You are a solutions architect for a sales organization that uses Microsoft Dynamics 365. The company has just acquired their first international client Which two configuration task...

You are a salesperson using Microsoft Dynamics 365. You need to create a quote for services to be offered to one of your customers. You have selected a potential customer and saved...

You receive an email from a customer asking to discuss their need for some of the services and products your company offers. You need to track this conversation in Microsoft Dynami...

You are a Sales Manager using Microsoft Dynamics 365. You need to analyze how your sales performance and activities relate to sales of products that happened after the initial orde...

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 in a...

You are working with a sates division to better manage their sales processes by better utilizing the functionality of Microsoft Dynamics 365. You recommend using Relationship Insig...

You are a sales person for a large automobile dealership. You created a lead within Microsoft Dynamics 365 for a potential customer who was interested in a current sales event at y...

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 involve...

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 physi...

You receive an email from a prospect and would like to create a Lead in Microsoft Dynamics 365. You want the email from the prospect connected to the Lead. How can you accomplish t...

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 shou...

You have received an email from a person you met at a conference you recently attended. The email mentions that their organization might be interested in the services provided by y...

You have exchanged a few emails with a lead and it is now evident that your organization will be able to fulfill the customer's need. You need to proceed to the next step on the sa...

You want to add documents to records in Microsoft Dynamics 365. You need the ability to search within the documents and associate documents with custom entities. How should you app...