[Passcert] Dynamics 365 exam MB2-717 study guide

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Share some MCSE MB2-717 exam questions and answers below.

You want recently been a new employer. The company sales staff uses Microsoft Dynamics 365, and you must occasionally input data for them. You want to use the CRM Help Center for assistance to perform these tasks.Which two help sources are available for you? Each correct answer presents a complete solution.

A. phone support

B. training links

C. online chat

D. community biogs

Answer: B, C

You need to be able to export your data to Excel, edit in Excel, and then, once the edits are completed, update the records in Microsoft Dynamics 365 with your changes.Which two options require Microsoft Dynamics 365 for Outlook to refresh the data in Microsoft Dynamics 365? Each correct answer presents a complete solution.

A. Export to Static Worksheet

B. Export to Excel Online

C. Export to Dynamic Pivot Table

D. Export to Dynamic Worksheet

Answer: A

You are a new sales executive for a company that utilizes Microsoft Dynamics 365.

You have begun tracking your activities in Microsoft Dynamics 365. You have completed the activities for one of your customers.

How will the activity state of the designated tasks be modified to reflect the fulfillment of these

A.You must manually change the activity state to Canceled.

B.The activity state will update automatically when the associated opportunity is won.

C.The activity state will update automatically when the associated sale order is complete.

D.You must manually change the activity state to Completed.

Answer: A

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?

A.Email Engagement

B.Auto Capture

C.Relationship Assistant

D.Folder Level Tracking

Answer: A

You are a sales support specialist for a company that utilizes Microsoft Dynamics 365.

You are going through the many records of their current database and inputting this data into Microsoft Dynamics 365.

Which instance below would be created as an Opportunity record in Microsoft Dynamics 365?

A.a person who calls into the company after receiving a mass mailing advertisement from your company

B.a person who has prequalified for a mortgage and wants to utilize a real estate agent to look at property

C.a person who signs a contract to purchase three cases of your product on a quarterly basis for 2 years r

D.a list of people supplied by a marketing research firm that matches your target market

Answer: D

You need to be able to export your data to Excel, edit in Excel, and then, once the edits are completed, update the records in Microsoft Dynamics 365 with your changes.

Which two options require Microsoft Dynamics 365 for Outlook to refresh the data in Microsoft Dynamics 365? Each correct answer presents a complete solution.

A.Export to Static Worksheet

B.Export to Excel Online

C.Export to Dynamic Pivot Table

D.Export to Dynamic Worksheet

Answer: A

You are a sales professional for an insurance company.You have been working with a potential customer who was identified in Microsoft Dynamics 365 as an Opportunity. That customer has just signed a coverage agreement.How should you now modify the status of the designated Opportunity record?

A. close the opportunity as Lost

B. delete the opportunity record, and create a customer record

C. close the opportunity as Won

D. delete the opportunity record, and create a contact record

Answer: B

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: D

You are working with an organization that uses Microsoft Dynamics 365 for sales.

You want to show the sales personnel action carets with reminders for opportunity close dates, activities, reminders for emails that have not been responded to. and statistics on how often sent emails have been opened by recipients.

Which features should you implement in Dynamics 365?

A.Relationship Insights with Auto Capture and Email Engagement

B.Relationship Insights with Relationship Assistant and Email Engagement

C.Relationship Insights with Relationship Analytics and Email Engagement

D.Relationship Insights with Relationship Analytics and Relationship Assistant

Answer: B

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

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