Microsoft Dynamics 365 for Sales MB2-717 Practice Test

1. They need to integrate their smart phones with Microsoft Dynamics 365 as well. Many of their phones, however, do not have a supported web browser.

What should you suggest to meet this sales staff’s need?

2. 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 services from your firm.

You have created an account record for each of the three divisions and for Fabrikam, Inc. and need to link the records.

How should you set up the records to properly link the record for Fabrikam, Inc. with its three divisions using Microsoft Dynamics 365 account management?

3. 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 to use the CRM Help Center for assistance to perform these tasks.

Which two help sources are available for you? Each correct answer presents a complete solution.

4. 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, they are being denied the ability to save it. The user states that some type of error is displayed as well.

What would cause this error?

5. 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 Microsoft Dynamics 365.

Which instance below would be created as an Opportunity record in Microsoft Dynamics 365?

6. 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 has just signed a coverage agreement.

How should you now modify the status of the designated Opportunity record?

7. 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 activities?

8. You are a sales professional for a medium-sized firm.

You are entering information into Microsoft Dynamics 365 from business cards that were collected for a giveaway that you organized at a trade show.

What type of record should you create for each card?

9. You are working with an organization that uses Microsoft Dynamics 365 and Microsoft Office 365. The organization communicates with their customers primarily via email.

The organization is struggling with getting emails tracked in Dynamics 365 on the right records, and emails are often not tracked at all.

Which feature should you recommend implementing to get visibility of untracked emails inside Dynamics 365 for relevant messages.

10. You need to be able to export your data to Excel, edit in Excel, and then, once the edits are completed, update the records in Microsoft Dynamics 365 with your changes.

Which two options require Microsoft Dynamics 365 for Outlook to refresh the data in Microsoft Dynamics 365? Each correct answer presents a complete solution.

11. 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.

12. 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?

13. You are working with an organization that uses Microsoft Dynamics 365 for sales.

You want to show the sales personnel actions cards with reminders for opportunity close dates, activities, reminders for emails that have not been responded to, and statistics on how often sent emails have been opened by recipients.

Which featured should you implement in Dynamics 365?

14. 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?

15. 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 addition, you would like the analysis data to be used to remind your sales people of upcoming activities and create actionable items to keep them focused.

Which feature of Microsoft Dynamics 365 performs these functions?

16. 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 a regular basis by using Relationship Insights?

17. 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 on a series of conditions.

Which action will meet your need?

18. You work for an organization that uses Microsoft Dynamics 365 to quote prices to customers.

The organization wants to incentivize bulk purchases by offering discounts on purchases of larger quantities.

How should you offer bulk discount?

19. 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.

20. 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 have not updated the Opportunity.

The customer now confirms the Quote, and you close it as Won and choose to automatically close the Opportunity at the same time.

Which statements about the Opportunity are true? Each answer represents part of the solution.

21. You are using Opportunities and Quotes to manage your sales process in Microsoft Dynamics 365.

A customer requests quotes for the same set of products, but from two different price lists for comparison.

What should you do in order to respond to this customer’s request?

22. You are a sales support specialist in charge of managing 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?

23. 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 to make selections on these properties for the products.

How should you set this up?

24. 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 to enable their users to view detailed analytics with interactive slicers for ad hoc analysis for their customers and opportunities using only the web browser.

Which action should you recommend?

25. 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 your dashboard.

How should you fully share the needed components with the individuals on your team?

26. 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.

What will happen to the goal records that use the old fiscal period when the settings are updated?

27. You are working with an organization that has extended its reporting in Microsoft Dynamics 365 with Power BI.

The organization wants to use the Power BI dashboards and tiles inside Dynamics 365.

Which two options are available? Each correct answer presents a complete solution.

28. 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?

29. 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 performing against each of their competitors.

Using only out-of-box capabilities, how should you get this report for the sales executive?

30. An organization uses goals for tracking sales and opportunities in Microsoft Dynamics 365.

The organization wants to extend their sales and goals KPIs, and have created a calculated field on Opportunity for Weighted Revenue, based on Est. Revenue and Probability.

Now the organization wants to include weighted revenue in their goals.

Which two options meet this customer’s needs? Each answer represents a complete solution.

31. 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 you can review the activity history on the lead.

Where are two places you can find this information? Each correct answer presents a complete solution.

32. 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 in Microsoft Dynamics 365? Each correct answer presents a complete solution.