MB2-717

MB2-717 practice questions, page 2 of 2, with answer review and explanations.

Question 6

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?

  1. close the opportunity as Lost
  2. delete the opportunity record, and create a customer record
  3. close the opportunity as Won
  4. delete the opportunity record, and create a contact record

Question 7

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 activities?

  1. You must manually change the activity state to Canceled.
  2. The activity state will update automatically when the associated opportunity is won.
  3. The activity state will update automatically when the associated sale order is complete.
  4. You must manually change the activity state to Completed.

Question 8

You are a sales professional for a medium-sized firm. You are entering information into Microsoft Dynamics 365 from business cards that were collected for a giveaway that you organized at a trade show. What type of record should you create for each card?

  1. Prospect
  2. Lead
  3. Account
  4. Opportunity

Question 9

You are working with an organization that uses Microsoft Dynamics 365 and Microsoft Office 365. The organization communicates with their customers primarily via email. The organization is struggling with getting emails tracked in Dynamics 365 on the right records, and emails are often not tracked at all. Which feature should you recommend implementing to get visibility of untracked emails inside Dynamics 365 for relevant messages.

  1. Relationship Insights with Email Engagement
  2. Relationship Assistant
  3. Server-Side Synchronization between Microsoft Dynamics 365 and Exchange.
  4. Relationship Insights with Auto Capture

Question 10

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.

  1. Export to Static Worksheet
  2. Export to Excel Online
  3. Export to Dynamic Pivot Table
  4. Export to Dynamic Worksheet