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Microsoft Dynamics 365 for Sales

Question No: 31 – (Topic 1)

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?

  1. Navigate to your instance in Microsoft Outlook and create a Lead.

  2. Track the email- Manually create a Lead in Microsoft Dynamics 365.

  3. Track the email. Convert the email to a Lead record.

  4. Create a Lead from the CRM tab in Microsoft Outlook.

Answer: A

Question No: 32 – (Topic 1)

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?

  1. Prospect

  2. Lead

  3. Account

  4. Opportunity

Answer: D

Question No: 33 – (Topic 1)

An organization uses Microsoft Dynamics 365 to track Opportunities and Competitors.

They want to make sure that a competitor is always tracked when it is mentioned in an email from a potential customer regarding an opportunity-How can this be achieved using the fewest steps?

  1. Instruct users to always manually associate the competitor when the Competitor Mentioned card is shown by the Relationship Assistant.

  2. Configure the Relationship Assistant, and check the Card Option for the Competitor Mentioned card to perform the associated action automatically instead of displaying the card.

  3. In the configuration for Auto Capture, enable the option to track competitors automatically when mentioned in emails regarding an opportunity.

  4. Create a workflow to scan emails for competitor names, and associate the mentioned competitor to the opportunity.

Answer: A

Question No: 34 – (Topic 1)

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#39;s response by setting the quote status.

Which two options can you use to achieve this goal? Each correct answer presents a complete solution.

  1. Fulfilled

  2. Won

  3. Inactive

  4. Draft

Answer: B,C

Question No: 35 – (Topic 1)

You are working with a company to implement Microsoft Dynamics 365 for their sales division.

The sales manager wants all sales people to have the ability to be alerted when a recipient opens an email that was sent to them.

Which component of Microsoft Dynamics 365 should you use to manage this ability?

  1. Email Engagement

  2. Auto Capture

  3. Relationship Assistant

  4. Folder Level Tracking

Answer: A

Question No: 36 – (Topic 1)

An organization has many mobile users accessing Microsoft Dynamics 365 via phone or tablet. Microsoft Excel is not installed on the mobile devices.

The organization wants lo enable their users to view detailed analytics with interactive slicers for ad hoc analysis for their customers and opportunities using only the web browser.

Which action should you recommend?

  1. Create the detailed analytics as an Excel Template, and instruct the users to download

    the template.

  2. Create the detailed analytics as a Dynamics Worksheet, and distribute it to the users.

  3. Create the detailed analytics as a Report and instruct the users to run the report when needed.

  4. Create the detailed analytics as an Excel Template, and instruct users to open the template with Excel Online.

Answer: A

Question No: 37 – (Topic 1)

You are a sales person using Microsoft Dynamics 365.

You need to use the web client to show the outcomes of an Opportunity to your sales team.

Which three types of information should you capture on a Resolution Activity related to a closed Opportunity? Each correct answer presents part of the solution.

  1. actual revenue amount from the Opportunity

  2. the status of the Opportunity, Won or Lost

  3. appointment activities Q D. phone call activities

  4. close date of the Opportunity

Answer: B,C

Question No: 38 – (Topic 1)

You are working with the Microsoft Dynamics 365 for Phones app.

You have created a new Opportunity to track information that could lead to a sale while visiting a customer and have a Business Process Flow at the Qualify stage.

You need to be able to update the record with information for qualifying the Opportunity.

What are three items you can capture on the Opportunity to help you manage this opportunity through to a sale? Each correct answer presents a complete solution.

  1. tracking product returns

  2. tracking activities related to the opportunity

  3. tracking Invoice adjustment notes

  4. tracking competitors

  5. tracking the products in which the customer is interested

Answer: A,C

Question No: 39 – (Topic 1)

You are using Opportunities and Quotes to manage your sales process in Microsoft Dynamics 365.

A customer requests quotes tor the same set of products, but from two different price lists for comparison.

What should you do in order to respond to this customer#39;s request?

  1. Create two Opportunities with different price lists. Then create one Quote from each of the Opportunities.

  2. Create one Opportunity with one Quote. Then, have the customer review the quote Before creating another.

  3. Create one Opportunity with one Quote. Then, revise the Quote and add the other price list to the Quote-

  4. Create two Quotes from the same Opportunity. Then, switch the price list on one of the Quotes.

Answer: B

Question No: 40 – (Topic 1)

You are a sales manager for a large company that is about to implement Microsoft Dynamics 365.

A company called Fabrikam. Inc. has three divisions within the company that purchase services from your firm.

You have created an account record for each of the three divisions and for Fabrikam. Inc. and need to link the records.

How should you set up the records to properly link the record for Fabrikam, Inc. with its three divisions using Microsoft Dynamics 365 account management?

  1. Fabrikam, Inc. is a Primary Contact

  2. Fabrikam. Inc. is a Parent account.

  3. Fabrikam. Inc. is a Parent Customer.

  4. Fabrikam, Inc. is a Child account.

Answer: B

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