NEW QUESTION NO: 40
Your company wants to start tracking when customers make referrals in order to view the customers' influence over time.
You have a contact named Contact1.
Contact1 refers you to an opportunity for a contact named Contact2.
You need to track the referral properly.
What should you do?
A. Add Contact1 to the opportunity.
B. Add a connection to Contact1.
C. Add an opportunity for Contact1.
D. Add Contact1 as the stakeholder of the opportunity.
Answer: B
NEW QUESTION NO: 41
You are a sales executive for a sales organization that uses Microsoft Dynamics 365.
You are doing a global search for the name of a contact that you have not communicated with in over a year.
You are using a partial value search, but the global search is unable to find the contact record.
What is a reason that would prevent global search from finding the record?
A. Global search only searches account and opportunity records.
B. You cannot use partial values in a global search.
C. Only an administrator can implement global searches.
D. The record for this contact is currently deactivated.
Answer: D
NEW QUESTION NO: 42
You receive an email from a person who was referred to your organization by a third party.
You track the email and create a Lead for the prospect.
After a few emails exchanged between you and the prospect you realize that the service they want is not a service that your company offers.
How do you capture this information in Microsoft Dynamics 365?
A. Untrack the emails exchanged with the prospect
B. Close the Lead as Lost.
C. Disqualify the Lead.
D. Qualify the Lead. Close the Opportunity as Lost.
Answer: C
NEW QUESTION NO: 43
You have created a personal dashboard in Microsoft Dynamics 365, consisting of personal charts and personal views.
You want your team members to be able to fully take advantage of your dashboard.
How should you fully share the needed components with the individuals on your team?
A. Share the dashboard and charts with each team member individually.
B. Share only the views with the team.
C. Share the dashboard, views, and charts with the team.
D. Share the views with each team member individually.
Answer: C
NEW QUESTION NO: 44
You are a mortgage broker for a bank.
You need to show the relationship between your Clients and their accountants who are already in the Microsoft Dynamics 365 system.
What should you do?
A. Add a note to the Opportunity with the accountants' information.
B. Create a Connection between the Opportunity and the accountant.
C. Add the accountant as a competitor.
D. Tie a Document containing the accountant s business card to the Opportunity,
Answer: 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 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. Active
C. Inactive
D. Qualified
Answer: C,D
NEW QUESTION NO: 47
After several weeks of negotiation with a customer, the customer decides to purchase ten more units of a product you have quoted for them.
You need to send a new quote to the customer while keeping records of the requested change.
What should you do?
A. Create a new Opportunity, and send a new quote to the customer.
B. Close the quote as Lost. Create a new quote and send it to the customer.
C. Revise the quote, activate, and send the new quote to the customer.
D. Close the Opportunity as Lost; create a new quote, and send it so the customer.
Answer: C
NEW QUESTION NO: 48
As a manager, you are only measured on annual goals for your staff, but your sales staff is measured quarterly.
You need to set up goals, meeting the requirements and using a minimum amount of goals without creating new rollup queries.
Which approach should you take?
A. Create quarterly and annual goals for each sales person, with an annual parent goal for you.
B. Create quarterly and annual goals for each sales person, with both a quarterly and annual parent goals for you.
C. Create quarterly goals for each sales person measured, with an annual parent goal for your measurement.
D. Create quarterly goals for each sales person, and an annual goal for your opportunities.
Answer: C
Explanation/Reference:
References:
https://msdn.microsoft.com/en-us/library/gg334597.aspx
NEW QUESTION NO: 49
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 Campaign Response form
B. Quick Create Lead form
C. Quick Create Contact form
D. Quick Create Activity form
Answer: C
NEW QUESTION NO: 50
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.
A. tracking activities related to the opportunity
B. tracking Invoice adjustment notes
C. tracking competitors
D. tracking the products in which the customer is interested
E. tracking product returns
Answer: A,C,D
NEW QUESTION NO: 51
You are responsible for managing and tracking goals for your company.
You attempt to build a sales goal to track the sales team's wins and losses.
You create a new goal and you discover that the fiscal Period option is set to quarters. You need to measure the metrics of the goal on a monthly basis.
What should you do?
A. Create the goals by using quarters. Create a report by using a system view.
B. Change the System Settings for the goal.
C. Create the goals by using quarters. Create a personal view that uses a filter.
D. Change the Fiscal Year Settings.
Answer: D
NEW QUESTION NO: 52
You are working with the default Opportunity form in Microsoft Dynamics 365.
Your sales manager has asked all sales staff to maintain best practices when managing sales and to enter as much information as possible.
You need to be able to add additional records and activities to the Opportunity without leaving the form.
What are two types of records you can add from within the Opportunity form? Each correct answer presents a complete solution.
A. Invoices
B. Credit Notes / Adjustment Notes
C. Stakeholders
D. Products
Answer: C,D
Explanation/Reference:
References:
https://www.microsoft.com/en-us/dynamics/crm-customer-center/create-or-edit-an-opportunity-sales.aspx
NEW QUESTION NO: 53
You are creating a new opportunity record. The record for the associated contact does not exist yet.
How should you create the associated contact?
A. From the opportunity, click Quick Create from the navigation bar.
B. Close the opportunity form. Create a new contact, and then click Connect.
C. Close the opportunity form. Create a new contact, and then click Assign.
D. From the opportunity, click Contact, select New, and then use the Quick Create form.
Answer: D
NEW QUESTION NO: 54
After two months of communicating with a prospect your organization is ready to provide a formal offer for products and to the prospect. You need to ensure the record is correct in Microsoft Dynamics 365.
Which item should you create to represent this formal offer?
A. Lead
B. Order
C. Opportunity
D. Quote
Answer: D
NEW QUESTION NO: 55
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.
A. close date of the Opportunity
B. phone call activities
C. the status of the Opportunity, Won or Lost
D. actual revenue amount from the Opportunity
E. appointment activities
Answer: A,C,D
https://www.newpassleader.com/Microsoft/MB2-717-exam-preparation-materials.html