Online Access Free MB2-717 Exam Questions

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.Email the new management information to everyone in the company.
• B.Assign the record to a team.
• C.Delete the Opportunity and recreate it.
• D.Assign the record to yourself.

You are a sales manager for your company.
You want your sales people to be able to utilize data on their customers beyond the Microsoft Dynamics 365 application.
With which type of database can Relationship Assistant integrate in order for sales people to better manage their business relationships?

• A.SQL
• B.Office Delve
• C.Exchange
• D.SharePoint

An organization uses goals aligned with fiscal periods.
The fiscal periods were never set up and will now need to be aligned with the organization's actual fiscal year and period.
What will happen to the goal records that use the old fiscal period when the settings are updated?

• A.Goals will continue to run using the old fiscal periods. A user can manually update the goals if needed.
• B.Goals will become inactive until they are manually aligned with the new fiscal periods.
• C.Fiscal periods cannot be changed when used by active goals. Deactivate the goals while adjusting the fiscal period.
• D.Goals will automatically set the date range to match the new fiscal periods.

You will be attending a conference, and you want to be able to capture information about the prospects you will meet.
You need to be able to upload the lead information into Microsoft Dynamics 365 with the Import Data Wizard.
Which two formats can you use? Each correct answer presents a complete solution.

• A.Access Database (.accdb)
• B.Comma-separated values (.csv)
• C.Excel 97-2003 Spreadsheet (.xls)
• D.Compressed (.zip)

You want to use the Export to Excel Templates functionality of Microsoft Dynamics 365.
What are two benefits of Excel Templates for Microsoft Dynamics 365? Each correct answer presents a complete solution.

• A.You can create charts, tables, and slicers to analyze your opportunities.
• B.You can use the charts that you create in the Excel Templates, and import them as Microsoft Dynamics
  365 charts.
• C.You can use Microsoft Dynamics 365 Excel Templates without any specific security role setting.
• D.You can import your Excel templates into Microsoft Dynamics 365, are share them with other people in your organization.