Microsoft MB2-717 Exam Dumps 2021

NEW QUESTION 1
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?

• A. On a view of opportunities, run the Pipeline Management Excel Template.
• B. Add the Power BI content pack for Sales Managers, and share it with the executive.
• C. Run the built-in Competitor Win/Loss report and send it to the sales executive.
• D. Create a dashboard with the chart editor and include the competitors' details, and share it with the sates executive.

Answer: C

NEW QUESTION 2
You are building a sales dashboard for your organization using Microsoft Dynamics 365. You want to make sure that your users get insights into the sales pipeline.
Using only the built-in chart editor, which of the following combinations should you choose?

• A. a combination of column charts and bar charts, along with a bubble chart to indicate the value of each opportunity and where it is in the pipeline
• B. a combination of column charts and bar charts, along with a funnel chart to indicate how much estimated revenue is in each phase of the pipeline
• C. a combination of column charts, bar charts, and pie charts, with a tag chart to visualize the different sales stages
• D. a combination of column charts and bar charts, along with an area chart to indicate the value of each opportunity and where it is in the pipeline

Answer: C

NEW QUESTION 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.

• A. phone support
• B. training links
• C. online chat
• D. community blogs

Answer: BC

NEW QUESTION 4
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 Dynamics 365 and manage this transaction. Which record should you use to manage this transaction?

• A. Quote
• B. Order
• C. Lead
• D. Opportunity

Answer: A

NEW QUESTION 5
On an Opportunity. you need to show Stakeholder, Products. Competition, and Sales Teams related to the Opportunity. What ,s automatically set when selecting a related record from within the Opportunity form?

• A. the creation date of the related record
• B. the Last Date Modified field on the related record
• C. the relationship between the related record and the Opportunity
• D. the ownership of the related record

Answer: A

NEW QUESTION 6
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 do?

• A. Create a Connection between the Opportunity and the accountant.
• B. Add the accountant as a competitor.
• C. Tie a Document containing the accountant s business card to the Opportunity,
• D. Add a note to the Opportunity with the accountants' information.

Answer: B

NEW QUESTION 7
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?

• A. close the opportunity as Lost
• B. delete the opportunity record, and create a customer record
• C. close the opportunity as Won
• D. delete the opportunity record, and create a contact record

Answer: B

NEW QUESTION 8
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 Microsoft Dynamics 365. Which item should you create to represent this formal offer?

• A. Opportunity
• B. Quote
• C. Lead
• D. Order

Answer: D

NEW QUESTION 9
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?

• A. You can share them.
• B. You can export them.
• C. You can view them.
• D. You can use Charts with them.

Answer: C

NEW QUESTION 10
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 between you and the prospect you realize that the service they are want is not a service your company offers.
How do you capture this information in Microsoft Dynamics 365?

• A. Disqualify the Lead.
• B. Close the Lead as Lost.
• C. Untrack the emails exchanged with the prospect
• D. Qualify the Lea
• E. Close the Opportunity as Lost.

Answer: C

NEW QUESTION 11
You are working in the Sales module of Microsoft Dynamics 365.
Your manager has asked you to provide a report of Sales Pipeline as quickly as possible. What is the quickest way to provide your manager with the report?

• A. Use one of the built-in reports in Microsoft Dynamics 365.
• B. Create an Advanced Find query of your opportunities, sorted by client.
• C. Create a Static Worksheet and export to Excel.
• D. Create a Dynamic Worksheet and export to Excel.

Answer: B

NEW QUESTION 12
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?

• A. a person who calls into the company after receiving a mass mailing advertisement from your company
• B. a person who has prequalified for a mortgage and wants to utilize a real estate agent to look at property
• C. a person who signs a contract to purchase three cases of your product on a quarterly basis for 2 years r
• D. a list of people supplied by a marketing research firm that matches your target market

Answer: D

NEW QUESTION 13
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 your users take to track competitors to get reliable results from this
report? Each answer represents a part of the solution.

• A. Track competitors on sales literature.
• B. Track competitors on open opportunities.
• C. Track competitors on opportunities closed as Lost
• D. Track competitors on the products used.

Answer: BC

NEW QUESTION 14
You have been communicating with a lead for two weeks, and now you have determined that you are in a good position to move forward on your sales process. You have decided to qualify the lead.
When qualifying the lead, what happens next in your standard sales process?

• A. An order is created.
• B. An opportunity is created.
• C. An invoice is created.
• D. A quote is created.

Answer: D

NEW QUESTION 15
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?

• A. Create a workflow on leads to remind the owner if there has been no activity for seven days.
• B. Enable the Relationship Assistant on the card options for "No Activity with Lead." and change the "Days before notifying™" to 7.
• C. Enable Email Engagement on the card options for No Activity with Lead," and change the "Days before notifying™" to 7.
• D. Enable Relationship Insights with Relationship Analytics to show cards for leads with no activity.

Answer: D

NEW QUESTION 16
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 your dealership. The potential customer selected a new car but was unable to finance it due to bad credit The potential customer has given up for the time being.
How should you modify the record to update it for this sales opportunity?

• A. dose as Lost
• B. dose as Won
• C. dose as Disqualified
• D. dose as Cancelled

Answer: B

NEW QUESTION 17
One of your prospects is reviewing a quote you have provided and will be making a decision to either accept or revise your offer.
You need to reflect the prospect's response by setting the quote status.
Which two options can you use to achieve this goal? Each correct answer presents a complete solution.

• A. Fulfilled
• B. Won
• C. Inactive
• D. Draft

Answer: BC

NEW QUESTION 18
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 instruct the user to ensure the correct competitor is tracked?

• A. Ask the user to open the opportunity, close record associated with the opportunity, and add the competitor.
• B. Ask the user to reopen the opportunity, and add the competitor association directly to the opportunity.
• C. Ask the user to reopen the opportunity, repeat the close process, and add the competitor during this process.
• D. Ask the user to change the competitor association on the opportunity record.

Answer: A