https://www.newpassleader.com/Microsoft/MB2-717-exam-preparation-materials.html

NEW QUESTION NO: 40
Based on a conversation with a potential customer, you think there may be a Lead record for the customer in Microsoft Dynamics 365.
You need to find the disqualified lead so that you can review the activity history on the lead.
Where are two places you can find this information? Each correct answer presents a complete solution.
A. Disqualified Leads view
B. Leads Lookup view
C. Advanced Find
D. Closed Leads view
Answer: C,D

NEW QUESTION NO: 41
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?
A. A quote is created.
B. An opportunity is created.
C. An order is created.
D. An invoice is created.
Answer: B

NEW QUESTION NO: 42
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.
A. Delinquent
B. Inactive
C. Qualified
D. Active
Answer: B,C

NEW QUESTION NO: 43
An organization uses goals in Microsoft Dynamics 365 to track sales via opportunities on existing customers.
Customers are grouped into "standard" and "VIP" categories.
You need to create goals that only calculate sales on each account flagged as a "VIP" customer.
Which approach should you take?
A. Create a rollup query on the account entity, and add a query that only includes accounts flagged as VIP.
B. Create a rollup query on the opportunity, and add a query that only includes opportunities related to accounts flagged as VIP.
C. Create a rollup field, and set it to only include opportunities related to active accounts flagged as VIP.
D. Create a goal metric and specify it to only calculate revenue from accounts flagged as VIP.
Answer: B

NEW QUESTION NO: 44
An organization uses goals for tracking sales and opportunities in Microsoft Dynamics 365.
The organization wants to extend their sales and goals KPIs, and have created a calculated field on Opportunity for Weighted Revenue, based on Est. Revenue and Probability.
Now the organization wants to include weighted revenue in their goals.
Which options meet this customer's needs? Each answer represents a complete solution.
A. Add a new rollup query. In the query editor. include the weighted revenue field. Use the new rollup query in your goals.
B. Edit the existing goal metric for revenue, add a custom rollup field, and point it to the new weighted revenue field. Then, adjust the goal charts to also include the custom rollup field.
C. Edit the existing goal metric, and change the in-progress value to point to the new weighted revenue field.
D. Create a new goal metric and name it "Weighted Revenue". Add rollup fields for actual value, and use the weighted revenue field for the in-progress value.
Answer: A,B

NEW QUESTION NO: 45
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?
A. Navigate to your instance in Microsoft Outlook and create a Lead.
B. Track the email. Manually create a Lead in Microsoft Dynamics 365.
C. Track the email. Convert the email to a Lead record.
D. Create a Lead from the CRM tab in Microsoft Outlook.
Answer: C
Explanation/Reference:
References:
https://www.microsoft.com/en-us/dynamics/crm-customer-center/overview-of-tracking-records-in- dynamics-365-for-outlook.aspx

NEW QUESTION NO: 46
You are using Opportunities, Quotes, and Orders in Microsoft Dynamics 365 to manage your sales process. You have created multiple revisions for a Quote. During this process, you have not updated the Opportunity.
The customer now confirms the Quote, and you close it as Won and choose to automatically close the Opportunity at the same time.
Which statements about the Opportunity are true? Each answer represents part of the solution.
A. The Opportunity Line Items have been updated to match the Won Quote.
B. The Actual Revenue on the Opportunity is populated with the amount from the Won Quote.
C. The Opportunity is closed as Won, and has an Opportunity Close Activity and a Quote Close Activity in the Activities pane.
D. The Opportunity is closed as Won, and has an Opportunity Close Activity in the Activities pane as the only close activity.
Answer: A,D

NEW QUESTION NO: 47
Your sales manager has asked you to take over management of a sale for a customer that was managed by a previous employee.
You want to make sure everyone who views the Opportunity has full visibility to everything that has happened with the sale to this point, and allow other staff to see that you are not managing the sale.
How can you meet these needs in Microsoft Dynamics 365?
A. Delete the Opportunity and recreate it.
B. Email the new management information to everyone in the company.
C. Assign the record to yourself.
D. Assign the record to a team.
Answer: D

NEW QUESTION NO: 48
The sales representatives in your company have individual goals by region.
You need to create child goals for each sales representative.
You must create one child goal for each region that the sales representative manages.
What should you configure on the child goals?
A. A Calculated field
B. A Rollup field
C. A goal metric
D. A rollup query
Answer: D

NEW QUESTION NO: 49
You are a sales support specialist in charge of managing a product catalog within Microsoft Dynamics 365 for your company.
You are asked to configure Microsoft Dynamics 365 so that management can analyze sales trends by product category.
How should you meet this requirement?
A. Create multiple product relationships.
B. Create multiple product families.
C. Create multiple product bundles.
D. Create multiple product catalogs.
Answer: B
Explanation/Reference:
References:
https://www.microsoft.com/en-us/dynamics/crm-customer-center/create-a-product-family.aspx

NEW QUESTION NO: 50
You need to provide a report that displays information from Dynamics CRM and another cloud application.
What should you use?
A. Immersive Excel
B. A CRM chart
C. A CRM dashboard
D. Microsoft Power BI
Answer: D

NEW QUESTION NO: 51
You are using Opportunities and Quotes to manage your sales process in Microsoft Dynamics 365.
A customer requests quotes for the same set of products, but from two different price lists for comparison.
What should you do in order to respond to this customer's request?
A. Create two Quotes from the same Opportunity. Then, switch the price list on one of the Quotes.
B. Create one Opportunity with one Quote. Then, have the customer review the quote before creating another.
C. Create one Opportunity with one Quote. Then, revise the Quote and add the other price list to the Quote.
D. Create two Opportunities with different price lists. Then, create one Quote from each of the Opportunities.
Answer: D

NEW QUESTION NO: 52
You have a lead for a potential business customer with whom your company has never done business.
You need to identify which types of records are created automatically when you qualify a lead for the new business customer.
Which three record types should you identify? Each correct answer presents part of the solution.
A. Account
B. Opportunity
C. Contact
D. Appointment
E. Quote
Answer: A,B,C

NEW QUESTION NO: 53
You have an opportunity that was generated from a lead.
The opportunity has several associated email, task, and phone call activities.
What will occur if you delete the opportunity record?
A. The lead will remain qualified. The associated email, task, and phone call activities will be deleted.
B. The associated lead record, and email, task, and phone call activities will be deleted.
C. The lead will revert to being unqualified. The associated email, task, and phone call activities will be deleted.
D. The lead will revert to being unqualified. The associated email, task, and phone call activities will be associated to the lead.
Answer: A

NEW QUESTION NO: 54
You are working on a sales opportunity for a maintenance company.
You learn that the company has a new COO.
You need to quickly add this new person to the opportunity.
Which form should you use to capture this information in relationship to the opportunity?
A. Quick Create Contact form
B. Quick Create Campaign Response form
C. Quick Create Activity form
D. Quick Create Lead form
Answer: A

NEW QUESTION NO: 55
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?
A. Delete the Lead.
B. Activate the Lead.
C. Close the Lead as Won.
D. Qualify the Lead.
Answer: D

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