Online Access Free MB2-717 Exam Questions
| Exam Code: | MB2-717 |
| Exam Name: | Microsoft Dynamics 365 for Sales |
| Certification Provider: | Microsoft |
| Free Question Number: | 118 |
| Posted: | Jun 09, 2026 |
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.
You are creating Word Templates for a customer using Microsoft Dynamics 365.
The customer needs a Word Template for the account entity and wants to merge data from the account itself, as well as other records related to the account.
Which related records can be included in the Word Templates?
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?
You are a sales manager who has a large sales team.
You want to track when you lose sales to your competitors.
Which activity allows you to track your competitors in relationship to a lost opportunity?
One of your customers has sent you an email requesting an invoice for products you have sold and delivered to them.
You are getting ready to send the invoice.
You need to quickly determine the next step to be completed in the sales process regarding this customer in Microsoft Dynamics 365.
Where should you look to see the status of the transaction?