Refined MB2-717 Exam Questions and Answers 2021

NEW QUESTION 1
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 enter as much information as possible.
You need to be able to add additional records and activities to the Opportunity without leaving the form.
What are two types of records you can add from within the Opportunity form? Each correct answer presents a complete solution.

• A. Invoices
• B. Credit Notes / Adjustment Notes
• C. Stakeholders
• D. Products

Answer: CD

Explanation: https://crmbook.powerobjects.com/basics/microsoft-dynamics-365-sales-process/opportunities/

NEW QUESTION 2
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?

• A. Use the Advanced Find tool to create personal views.
• B. Use Global Search to create personal views.
• C. Use the Quick Find tool to create personal views.
• D. Use an Editable Grid to create personal views.

Answer: B

NEW QUESTION 3
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 Dynamics 365. Which two options are available? Each correct answer presents a complete solution.

• A. Once Power BI is enabled for the organization, a complete Power BI Dashboard can be added as a personal dashboard.
• B. Once Power BI is enabled for the organization, a Power BI tile can be added to a personal dashboard.
• C. A System Administrator can add a Power BI Dashboard in Microsoft Dynamics 365 on a system dashboard.
• D. A System Administrator can add a Power BI tile in Microsoft Dynamics 365 on a system dashboard.

Answer: BD

NEW QUESTION 4
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 default configuration of Microsoft Dynamics 365?

• A. Many accounts can be associated with many contacts.
• B. Multiple company records can be selected on the company field inside contact records.
• C. One account can be associated with many contacts.
• D. One account can be associated with only one contact.

Answer: A

NEW QUESTION 5
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 discounts?

• A. Create a Discount List and associate it with the Price List Item directly.
• B. Create a Discount List, and associate it with the Quote directly.
• C. Create a Discount List and associate it with the Product directly.
• D. Create a Discount List and associate it with the Price List directly.

Answer: C

NEW QUESTION 6
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 has full visibility to everything that has happened with the sale to this point and allow other staff to see that you are now managing the sale.
How can you meet these needs in Microsoft Dynamics 365?

• A. Email the new management information to everyone in the company.
• B. Delete the Opportunity and recreate it.
• C. Assign the record to yourself.
• D. Assign the record to a team.

Answer: D

NEW QUESTION 7
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 The user states that some type of error is displayed as well.
What would cause this error?

• A. The user cannot create records using the Outlook client
• B. The user failed to populate at (east one required field.
• C. The user is using Dynamics 365 Business Edition father than Enterprise Edition.
• D. The user cannot input more than 250 characters into a single line of text field.

Answer: A

NEW QUESTION 8
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 tasks will have to be made in order to accommodate the currency exchange between the two organizations? Each answer represents part of the solution

• A. Assign the new customer a base currency.
• B. A system currency must be added.
• C. Assign the new customer a default currency.
• D. A custom currency must be added.

Answer: AB

NEW QUESTION 9
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

NEW QUESTION 10
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 lists for comparison.
What should you do in order to respond to this customer's request?

• A. Create two Opportunities with different price list
• B. Then create one Quote from each of the Opportunities.
• C. Create one Opportunity with one Quot
• D. Then, have the customer review the quote Before creating another.
• E. Create one Opportunity with one Quot
• F. Then, revise the Quote and add the other price list to the Quote-
• G. Create two Quotes from the same Opportunit
• H. Then, switch the price list on one of the Quotes.

Answer: B

NEW QUESTION 11
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 presents a complete solution.

• A. You can use the charts that you create in the Excel Templates, and import them as Microsoft Dynamics 365 charts.
• B. You can use Microsoft Dynamics 365 Excel Templates without any specific security role setting.
• C. You can import your Excel templates into Dynamics 365, are share them with other people in your organization.
• D. You can create charts, tables, and sheers to analyze your opportunities.

Answer: AD

NEW QUESTION 12
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

NEW QUESTION 13
You have been working with a potential customer for some company. You need to disqualify the lead in Microsoft Dynamics 365.
time and learn that they are purchasing the product from another When disqualifying the lead, which option should you select?

• A. Disqualify > Lost to competitor
• B. Disqualify > Lost
• C. Disqualify
• D. Disqualify > Reject Lead

Answer: C

NEW QUESTION 14
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: AC

NEW QUESTION 15
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 to a lost opportunity?

• A. Resolution activities
• B. Phone activities
• C. Task activities
• D. Email activities

Answer: B

NEW QUESTION 16
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 your organization.
You need to create a record for this person in Microsoft Dynamics 365 to be later set to the qualified status by your organization.
Which record type can be used to accomplish this goal?

• A. Account
• B. Opportunity
• C. Lead
• D. Contact

Answer: B

NEW QUESTION 17
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?

• A. Fabrikam, In
• B. is a Primary Contact
• C. Fabrika
• D. In
• E. is a Parent account.
• F. Fabrika
• G. In
• H. is a Parent Customer.
• I. Fabrikam, In
• J. is a Child account.

Answer: B

NEW QUESTION 18
You need to be able to differentiate between customers who are up-to-date on their payments and customers who are delinquent Delinquent customers need to be set to read only, while the rest should be available for read and write purposes.
Which two Microsoft Dynamics 365 status settings can you use to accomplish this goal? Each correct answer presents a complete solution.

• A. Qualified
• B. Delinquent
• C. Inactive
• D. Active

Answer: A