MB2-717 practice questions
You plan to deploy Unified Service Desk (USO). You need to install all USO components and verify the installation. Which three actions should you perform? Each correct answer presents part of the solution.
A. Deploy USO packages to the Microsoft Dynamics 365 instance
B. Install the USO client on a development computer.
C. Run the USO client and connect to the Microsoft Dynamics 365.
D. In the USO application, configure client diagnostic logging.
E. Install computer telephony integration (CTI) adapters.
You are a sales support specialist for a company that utilizes Microsoft Dynamics 365. You are going through the many records of their current database and inputting this data into Microsoft Dynamics 365. Which instance below would be created as an Opportunity record in Microsoft Dynamics 365?
A. A person who calls into the company after receiving a mass mailing advertising from your company.
B. A person who has prequalified for a mortgage and wants to utilize a real estate agent to look at property.
C. A person who signs a contract to purchase three cases of your product on a quarterly basis for 2 years.
D. A list of people supplied by a marketing research firm that matches your target market.
An organization has many mobile users accessing Microsoft Dynamics 365 via phone or tablet. Microsoft Excel is not installed on the mobile devices. The organization wants to enable their users to view detailed analytics with interactive slicers for ad hoc analysis for their customers and opportunities using only the web browser. Which action should you recommend?
A. Create the detailed analytics as an Excel Template, and instruct the users to download the template.
B. Create the detailed analytics as a Dynamics Worksheet, and distribute it to the users.
C. Create the detailed analytics as a Report, and instruct the users to run the report when needed.
D. Create the detailed analytics as an Excel Template, and instruct users to open the template with Excel Online.
You are setting up a Product Catalog in Microsoft Dynamics 365 that has a series of products that have similar properties. When added to an Opportunity, the user should be required to make selections on these properties for the products. How should you set this up?
A. For each of the products, add the Product Properties.
B. Create a Price List, add the Product Properties to the Price List, and add the Products as price list items.
C. Create the Products, then create the Product Family, add the Product Properties to the family, and add the products to the family.
D. Create the Product Family, add the Product Properties, create the Products, and add the Family Hierarchy in the process.
You are a sales support specialist in charge of managing a product catalog within Microsoft Dynamics 365 for your company. You are asked to configure Microsoft Dynamics 365 so that management can analyze sales trends by product category. How should you meet this requirement?
A. Create multiple product relationships.
B. Create multiple product families.
C. Create multiple product bundles.
D. Create multiple product catalogs.
You are using Opportunities and Quotes to manage your sales process in Microsoft Dynamics 365. A customer requests quotes for the same set of products, but from two different price lists for comparison. What should you do in order to respond to this customers request?
A. Create two Opportunities with different price lists. Then, create one Quote from each of the Opportunities.
B. Create one Opportunity with one Quote. Then, have the customer review the quote before creating another.
C. Create one Opportunity with one Quote. Then, revise the Quote and add the other price list to the Quote.
D. Create two Quotes from the same Opportunity. Then, switch the price list on one of the Quotes.
You are using Opportunities, Quotes, and Orders in Microsoft Dynamics 365 to manage your sales process. You have created multiple revisions for a Quote. During this process, you have not updated the Opportunity. The customer now confirms the Quote, and you close it as Won and choose to automatically close the Opportunity at the same time. Which statements about the Opportunity are true? Each answer represents part of the solution.
A. The Opportunity is closed as Won, and has an Opportunity Close Activity and a Quote Close Activity in the Activities pane.
B. The Actual Revenue on the Opportunity is populated with the amount from the Won Quote.
C. The Opportunity Line Items have been updated to match the Won Quote.
D. The Opportunity is closed as Won, and has an Opportunity Close Activity in the Activities pane as the only close activity.
You are the sales manager for a company that utilizes Microsoft Dynamics 365. Your sales department offers seasonal pricing on many of its products by using price lists which are then deactivated at the close of each season. Which two outcomes occur as a result of deactivating these price lists? Each selection represents a complete answer.
A. The prices are removed from the default price list field for all of the company’s products.
B. Any pre-existing opportunities associated with those price lists will continue to use them.
C. Any existing sales transactional records will automatically be deactivated until a new price is created.
D. Any existing sales transactional records will automatically associate with the default price list.
You work for an organization that uses Microsoft Dynamics 365 to quote prices to customers. The organization wants to incentivize bulk purchases by offering discounts on purchases of larger quantities. How should you offer bulk discount?
A. Create a Discount List, and associate it with the Price List Item directly.
B. Create a Discount List, and associate it with the Quote directly.
C. Create a Discount List, and associate it with the Product directly.
D. Create a Discount List, and associate it with the Price List directly.
You have been hired to configure a new Microsoft Dynamics 365 implementation for a company. You need to create a business process flow that accommodates multiple work flows, based on a series of conditions. Which action will meet your need?
A. Add additional multiple linear business process flows.
B. Add stages to the linear business process flow.
C. Add branches to the business process flow.
D. Add multiple steps to the business process flow.
An organization uses Microsoft Dynamics 365 for lead management. The organization wants to keep leads warm by contacting them weekly. How should you help your users contact leads on a regular basis by using Relationship Insights?
A. Create a workflow on leads to remind the owner if there has been no activity for seven days.
B. Enable the Relationship Assistant on the card options for “No Activity with Lead,” and change the “Days before notifying…” to 7.
C. Enable Email Engagement on the card options for “No Activity with Lead,” and change the “Days before notifying…” to 7.
D. Enable Relationship Insights with Relationship Analytics to show cards for leads with no activity.
You are a sales manager for your company. In order to improve sales, you want Microsoft Dynamics 365 to analyze the daily actions and communications of your sales staff. In addition, you would like the analysis data to be used to remind your sales people of upcoming activities and create actionable items to keep them focused. Which feature of Microsoft Dynamics 365 performs these functions?
A. Auto Capture
B. Relationship Assistant
C. Email Engagement
D. Site Map Designer
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. Instruct users to always manually associate the competitor when the Competitor Mentioned card is shown by the Relationship Assistant.
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. Create a workflow to scan emails for competitor names, and associate the mentioned competitor to the opportunity.
You are working with a company to implement Microsoft Dynamics 365 for their sales division. The sales manager wants all sales people to have the ability to be alerted when a recipient opens an email that was sent to them, Which component of Microsoft Dynamics 365 should you use to manage this ability?
A. Email Engagement
B. Auto Capture
C. Relationship Assistant
D. Folder Level Tracking
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 Contacts.
B. Save your query, and give it a name.
C. Export the query to Excel, and import it every time you need to use it.
D. Use Advanced Find to search for all Account records that are active.
E. Use Advanced Find to filter the records, based on their ZIP/Post code.