Microsoft MB2-717 Dumps 2021

NEW QUESTION 1
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 record types can you assign to the competitor to enable you to se4ect them as a customer? Each correct answer presents a complete solution.

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

Answer: CD

NEW QUESTION 2
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 sales people are complaining that they cannot add these products to any invoices.
What must be done so that the sales people can add these products to their invoices?

• A. The products must first be added to an opportunity.
• B. The products must first be activated.
• C. The products must be placed into draft status.
• D. The products must first be included in a quote.

Answer: A

NEW QUESTION 3
You are a sales manager for a large sales organization that uses Microsoft Dynamics 365.
Many of your products have different pricing, based on geographical area.
You want your sales people to automatically be assigned the designated price, based on their assigned territory.
How can you accomplish this?

• A. Assign a product catalog for each territory.
• B. Assign a default price list for each territory.
• C. Assign a discount list for each territory.
• D. Assign a base currency for each territory.

Answer: B

NEW QUESTION 4
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 competitors.
You have been tasked with adding this material to Dynamics 365 so the salespeople can use and email the material to their prospects, all from within Dynamics 365.
How should you complete this task?

• A. Add the documents to SharePoint and set up the SharePoint integration with Dynamics 365.
• B. Add the documents as sales literature, and associate them with the right competitors.
• C. Add the documents as Email Templates associated with the opportunity entity.
• D. Add the documents as attachments in the notes section for each competitor.

Answer: B

NEW QUESTION 5
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?

• A. Create quarterly and annual goals for each sales person, with an annual parent goal for you.
• B. Create quarterly and annual goals for each sales person, with both a quarterly and annual parent goals for you.
• C. Create quarterly goals for each sales person measured, with an annual parent goal for your measurement
• D. Create quarterly goals for each sales person, and an annual goal for your opportunities.

Answer: A

NEW QUESTION 6
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 received.
How do you track this transaction in Microsoft Dynamics 365 so the accounting department will understand the transaction?

• A. Create a new invoice that includes all of the items sold to the customer, and set the invoice to the Partial Fulfilled status reason.
• B. Create a new invoice that includes all of the items sold to the customer, and set the invoice to the Partial Paid status reason.
• C. Create a new invoice that includes half of the items sold to the customer, and set the invoice to the Complete Fulfilled status reason.
• D. Create a new invoice that includes half of the items sold to the customer, and set the invoice to the Complete Paid status reason.

Answer: D

NEW QUESTION 7
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?

• A. Auto Capture
• B. Relationship Assistant
• C. Email Engagement
• D. Site Map Designer

Answer: A

NEW QUESTION 8
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 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 staffs need?

• A. Advise them to run the Microsoft Dynamics 365 web app on their phones.
• B. Advise them to use the web client to access Microsoft Dynamics 365 from their phones.
• C. Advise them to download the Microsoft Dynamics 365 App from the Office 365 Admin portal.
• D. Advise them to download the Microsoft Dynamics 365 App from their phone's store.

Answer: D

NEW QUESTION 9
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 each card?

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

Answer: B

Explanation: https://community.dynamics.com/enterprise/b/encloud9dynamicss365crm/archive/2021/06/13/is-it-a-lead-or-an-opportunity-part-1

NEW QUESTION 10
You will be attending a conference, and you want to be able to capture information about the prospects you will meet You need to be able to upload the lead information into Microsoft Dynamics 365 with the Import Data Wizard. Which two formats can you use? Each correct answer presents a complete solution.

• A. comma-separated values (.csv)
• B. compressed (.zip)
• C. Excel 97-2003 Spreadsheet (.xls)
• D. Access Database (.accdb)

Answer: AC

NEW QUESTION 11
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 create goals that only calculate sales on each account flagged as a "VIP" customer.
Which approach should you take?

• A. Create a rollup query on the account entity, and add a query that only includes accounts flagged as VIP.
• B. Create a rollup query on the opportunity, and add a query that only includes opportunities related to accounts flagged as VIP.
• C. Create a goal metric and specify it to only calculate revenue from accounts flagged as VIP.
• D. Create a rollup field, and set it to only include opportunities related to active accounts flagged as VIP.

Answer: C

NEW QUESTION 12
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 sen Which action will meet your need?

• A. Add additional multiple linear business process flows.
• B. Add stages to the linear business process flow.
• C. Add branches to the business process flow.
• D. Add multiple steps to the business process flow.

Answer: A

NEW QUESTION 13
An organization uses goals for tracking sales and opportunities in Microsoft Dynamics 365.
The organization wants to extend their sales and goals KPls. 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 options meet this customer's needs? Each answer represents a complete solution.

• A. Edit the existing goal metric and change the in-progress value to point to the new weighted revenue held.
• B. Add a new rollup quer
• C. In the query editor, include the weighted revenue fiel
• D. Use the new rollup query in your goals.
• E. Create a new goal metric and name it "Weighted Revenue."' Add rollup fields for actual value, and use the weighted revenueheld for the in-progress value.
• F. Edit the existing goal metric for revenue, add a custom rollup field, and point it to the new weighted revenue fiel
• G. Then, adjustthe goal charts to also include the custom rollup field.

Answer: AB

NEW QUESTION 14
You are the sales manager for your company.
You want to trade key performance indicators as well as record activities for all of your clients in order to improve the ratio of, and turn leads into, sales.
Which feature of Microsoft Dynamics 365 will allow you to do this?

• A. Relationship Analytics
• B. Email Engagement
• C. Auto Capture
• D. Relationship Assistant

Answer: C

NEW QUESTION 15
After several weeks of negotiation with a customer, the customer decides to purchase ten tor them.
You need to send a new quote to the customer while keeping records of the requested change. What should you do?

• A. Revise the quote, activate, and send the new quote to the customer.
• B. Close the quote as Los
• C. Create a new quote and send it to the customer.
• D. Create a new Opportunity, and send a new quote to the customer.
• E. Close the Opportunity as Lost create a new quote, and send it to the customer.

Answer: A

NEW QUESTION 16
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 exchange rates on your analytics and KPIs. What are all the circumstances in which the money fields are updated according to the
current exchange rate in Microsoft Dynamics 365?

• A. When the exchange rate is updated, all active records with the changed currency are updated.
• B. It is updated any time the record is updated in any way.
• C. It is updated when the record is created, a money field is updated, or the statuschanges.
• D. When the currency is added to a record, the exchange rate is set until the currency field is changed.

Answer: C

NEW QUESTION 17
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 campaign-specific price list affected by the deactivation?

• A. Those that already have the deactivated Price List can continue to use the Price List as normal.
• B. They will need to be manually updated with new the Price List when applicable.
• C. Only Opportunities can continue to work with a deactivated Price Lis
• D. Quotes and Orders require an active Price List
• E. Orders require an active Price List All other types can continue to work if the Price List was added prior to deactivation.

Answer: D

NEW QUESTION 18
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 involved in the sale, both from the customer and external stakeholder point of view.
You need visibility on the Opportunity record to do this.
Which type of functionality can you use in Microsoft Dynamics 365 to facilitate visibility of those involved?

• A. Stakeholders
• B. Business Process Flows
• C. Contact Preferences
• D. Chats

Answer: D