Online Access Free MB2-717 Exam Questions

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?

• A.Create a workflow to scan emails for competitor names, and associate the mentioned competitor to the opportunity.
• B.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.
• C.In the configuration for Auto Capture, enable the option to track competitors automatically when mentioned in emails regarding an opportunity.
• D.Instruct users to always manually associate the competitor when the Competitor Mentioned card is shown by the Relationship Assistant.

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 a team.
• D.Assign the record to yourself.

You notice that all of your current customers are stored m Microsoft Dynamics 365 as Account records.
You need to create records for other organizations you work with to support your customers.
These organizations represent vendors, partners, and distributors.
What record type should you use for these organizations?

• A.Prospect
• B.Company
• C.Account
• D.Organization

While at the airport, you meet the purchasing manager for a local grocery store chain.
The purchasing manager complains about a product.
You realize that the grocery store chain might benefit from a product that you sell.
Before departing, you exchange business cards.
You need to track the information from the business card and the conversation by using Dynamics CRM.
Which type of record should you create?

• A.Quote
• B.Lead
• C.Task
• D.Opportunity

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's response by setting the quote status.
Which two options can you use to achieve this goal? Each correct answer presents a complete solution.

• A.Inactive
• B.Won
• C.Draft
• D.Fulfilled