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MB2-717 Questions and Answers
You want to add documents to records in Microsoft Dynamics 365.
You need the ability to search within the documents and associate documents with custom entities. How should you approach this requirement?
- Recommend adding the documents as Word Templates, and associate them with the needed entities.
- Recommend setting up Share Point integration, and enable it for the needed entities.
- Recommend adding the documents as Sales Literature
- Recommend adding the documents as attachments for the relevant records.
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.
Answer: B, C
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?
- Revise the quote, activate, and send the new quote to the customer.
- Close the quote as Lost. Create a new quote and send it to the customer.
- Create a new Opportunity, and send a new quote to the customer.
- Close the Opportunity as Lost create a new quote, and send it to the customer.
You receive an email from a prospect and would like to create a Lead in Microsoft Dynamics 365. You want the email from the prospect connected to the Lead. How can you accomplish this goal?
- Navigate to your instance in Microsoft Outlook and create a Lead.
- Track the email- Manually create a Lead in Microsoft Dynamics 365.
- Track the email. Convert the email to a Lead record.
- Create a Lead from the CRM tab in Microsoft Outlook.
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?
- An order is created.
- An opportunity is created.
- An invoice is created.
- A quote is created.
Microsoft MB2-717 Exam (Microsoft Dynamics 365 for Sales) Detailed Information
MB2-717 - Microsoft Dynamics 365 for Sales
MB2-717 Test Objectives
Manage customer records
- Create and maintain a current customer base organizational structure; identify potential sales opportunities by utilizing core records such as accounts, contacts and customers
Manage the sales process
- Create and maintain sales transactional records; track the sales progression; manage the sales process from lead generation through quote, order, and invoice creation
Manage customer communication
- Create and manage social engagement sources, identify opportunities and generate leads
Manage sales literature and competitors
- Create and maintain a sales literature repository, create an organized methodology for identifying and tracking competitors
- Identify leads and track them throughout the conversion process, reactivate or delete disqualified leads
Identify and manage opportunities
- Identify opportunities to track throughout the sales workflow, create opportunities with a defined status, create records within the opportunity form, assign opportunities to designated sales staff
Utilize opportunity functionality
- Close and document opportunities as won or lost, use Quick Create to add new information, connect opportunities to other record types, apply connections to a data structure
Manage opportunity relationships
- Analyze lost sales opportunities through resolution activities, utilize multiple opportunity views
Manage relationship intelligence
- Provision and configure Relationship Insights to integrate with Exchange, create and prioritize actions and tasks, track interactions, manage sales communication
Manage relationship analysis
- Provision and configure relationship intelligence, create actionable and productivity cards by using Relationship Assistant
Integrate email with Dynamics 365 Sales
- Track interactions with a specific email; manage sales relationships through statistical analysis of email activity, untracked emails and performance activities; manage sales relationships with Email Engagement; use engagement analytics and Auto-capture
Manage sales by using sales analysis tools
- Improve sales tracking by using Advanced Find, editable grids and built-in reports; export data to Excel in both static and dynamic processes; export Excel templates
Manage the business process flow
- Manage the tasks required of each state in the Business Process Flow, create territories and assign them to managers and sales staff, configure currency and exchange rates
Manage Products by using the Product Catalog
- Manage prices lists, discount lists and unit groups; create, maintain and clone products; manage the product lifecycle
Manage price structures
- Create price lists, create discount list models, assign currencies to products
Manage product relationships
- Identify product relationships, differentiate product relationships by family units, customize properties for all products, identify and bundle related products
Manage sales transactional records
- Create price and revenue structures with inclusion of line items, currency rates, exchange rates, and write-in products; manage the quote lifecycle; create and manage quotes, orders, and invoices
- Create manageable and measurable goals, delineate goals by fiscal periods, specify definitions and goal metric records, analyze individual and organizational progress by creating goal hierarchies, use rollup queries
Manage visual tools with Sales Analysis
- Create documents and templates, integrate charts and dashboards
Operate Dynamics 365 sales functions
- Identify and define the functional areas of Dynamics 365 Sales, model relationships and records in Microsoft Dynamics 365, access Dynamics 365 Sales through various client access methods, utilize the help center
Perform data management
- Create customers and contacts within 365 Sales, enforce customer relationship by using activity types, use views and global searches
Perform lifecycle management
- Utilize leads, convert leads into customers in the lead life cycle, perform opportunity management, manage cases
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