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Microsoft Certification Exam: MB2-717 Microsoft Dynamics 365 for Sales Practice Exam
You are a sales professional for a medium-sized firm. You are entering information into Microsoft Dynamics you organized at a trade show.What type of record should you create for each card?
You are a sales professional for an insurance company.
You have been working with a potential customer who was identified in Microsoft Dynamics 365 as an Opportunity. That customer has just signed a coverage agreement.
How should you now modify the status of the designated Opportunity record?
A.close the opportunity as Lost
B.delete the opportunity record, and create a customer record
C.close the opportunity as Won
D.delete the opportunity record, and create a contact record
You are a sales person working in the Microsoft Dynamics 365 web interface
You want to create a view that you can use to segment your active customers by area, based on their physical address.
Which three steps must be followed to set up a personal view that you can use without having to create it each time? Each correct answer presents part of the solution.
A.Use Advanced Find to search both Accounts and Con
B.Save your query, and give it a name.
C.Export the query to Excel, and import it every time ydu need to use it
D.Use Advanced Find to search for alt Account records that are active.
E.Use Advanced Find to filter the records, based on the*r ZIP/Post code.
You need to be able to export your data to Excel, edit in Excel, and then, once the edits are completed, update the records in Microsoft Dynamics 365 with your changes.
Which two options require Microsoft Dynamics 365 for Outlook to refresh the data in Microsoft Dynamics 365? Each correct answer presents a complete solution.
A.Export to Static Worksheet
B.Export to Excel Online
C.Export to Dynamic Pivot Table
D.Export to Dynamic Worksheet
You are a new sales executive for a company that utilizes Microsoft Dynamics 365.You have begun tracking your activities in Microsoft Dynamics 365. You have completed the activities for one of your customers.How will the activity state of the designated tasks be modified to reflect the fulfillment of these?
A. You must manually change the activity state to Canceled.
B. The activity state will update automatically when the associated opportunity is won.
C. The activity state will update automatically when the associated sale order is complete.
D. You must manually change the activity state to Completed.
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