Microsoft Dynamics 365 for Sales v9.0 (MB2-717)

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Total 93 questions

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 : B

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 : C

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 : B

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 : B

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 : A

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 : A

You are working with a sales organization so that they can better utilize Microsoft
Dynamics 365 to manage their sales process.
What are two advantages of having the organization s sales professionals utilize Auto
Capture? Each correct answer presents a complete solution.

  • A. They will not need to go into Outlook to track their emails.
  • B. They can delay sending an email until an appropriate time.
  • C. They can see untracked emails from Exchange in their activity list
  • D. They can be notified when an embedded link has been clicked within a sent email-


Answer : A,C

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 the quote record.
What should you add to the quote?

  • A. Add Service Activities.
  • B. Add Price Lists.
  • C. Add Quote Products as tine items.
  • D. Add a connection between the Opportunity and the Quote.


Answer : B

One of your custom has sent you an email requesting an invoke for products you have sold and delivered to them. You are getting ready to send the invoice.
You need to quickly the ne step to be completed in the sa.es process regards this customer in Microsoft Dynamics 365.
Where should you look to see the status of the transaction?

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


Answer : A

You are a sales manager for your company.
You want your sales people to be able to utilize data on their customers beyond the
Microsoft Dynamics 365 application.
With which type of database can Relationship Assistant integrate in order for sales people to better manage their business relationships?

  • A. Exchange
  • B. Office Delve
  • C. SharePoint
  • D. SQL


Answer : A

You are creating Word Templates for a customer using Microsoft Dynamics 365.
The customer needs a Word Template for the account entity and wants to merge data records related to the account
Which related records can be included in the Word Templates?

  • A. only records related in N:1 and N:N relationships
  • B. only records related in N:1 and 1:N relationships
  • C. records related in 1:N. N:1. and N:N relationships
  • D. only records in an N:1 relationship


Answer : C

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 Insights to better analyze customer-interaction data to improve sales efforts.
What are two features of Relationship Insights that can be used to accomplish this? Each correct answer presents a complete solution.

  • A. Auto Capture
  • B. Data Loader Service
  • C. Relationship Assistant
  • D. Sales Insights


Answer : A,C

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 : A

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 : C,D

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 : A,B

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Total 93 questions