Microsoft MB2-717 - Microsoft Dynamics 365 for Sales Exam
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Total 93 questions
Question #6 (Topic: Topic 1)
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.
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: C,D
Question #7 (Topic: Topic 1)
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?
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
Question #8 (Topic: Topic 1)
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?
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: B
Question #9 (Topic: Topic 1)
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?
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?
A. Goals will automatically set the date range to match the new fiscal periods.
B. Goals will become inactive until they are manually aligned with the new fiscal periods.
C. Fiscal periods cannot be changed when used by active goals. Deactivate the goals while adjusting the fiscal period.
D. Goals will continue to run using the old fiscal periods. A user can manually update the goals if needed.
Answer: B
Question #10 (Topic: Topic 1)
You have exchanged a few emails with a lead and it is now evident that your organization
will be able to fulfill the customer's need.
You need to proceed to the next step on the sales process and remove the lead from the
Open Leads view, but keep it in the system for later review.
What should you do?
will be able to fulfill the customer's need.
You need to proceed to the next step on the sales process and remove the lead from the
Open Leads view, but keep it in the system for later review.
What should you do?
A. Delete the Lead.
B. Activate the Lead
C. Close the Lead as Won.
D. Qualify the Lead.
Answer: D
