MB2-717 Questions-Cosmin Flashcards
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. Fulfilled
B. Won
C. Inactive
D. Draft
B. Won
D. Draft
You are using Price Lists specific to campaigns. A campaign has recently ended, and you deactivated the associated Price List. How are Opportunities, Quotes, and Orders with the campaign-specific price list affected by the deactivation?
A. Those that already have the deactivated Price List can continue to use the Price List as normal.
B. They will need to be manually updated with new the Price List when applicable.
C. Only Opportunities can continue to work with a deactivated Price List. Quotes and Orders require an active Price List
D. Orders require an active Price List All other types can continue to work if the Price List was added prior to deactivation.
A. Those that already have a deactivated Price List can continue to use the Price List as normal
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.
C. Create the detailed analytics as a Report and instruct the users to run the report when needed
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 now 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. Delete the Opportunity and recreate it.
C. Assign the record to yourself.
D. Assign the record to a team.
D. Assign the record to a team
You are a sales executive for a sales organization that uses Microsoft Dynamics 365. You are doing a global search for the name of a contact that you have not communicated with in over a year. You are using a partial value search, but the global search is unable to find the contact record. What is a reason that would prevent global search from finding the record?
A. Only an administrator can implement global searches.
B. The record for this contact is currently deactivated.
C. You cannot use partial values in a global search.
D. Global search only searches account and opportunity records.
B. The record for this contact is currently deactivated
An organization uses goals for tracking sales and opportunities in Microsoft Dynamics 365. The organization wants to extend their sales and goals KPls. and have created a calculated field on Opportunity for Weighted Revenue, based on Est. Revenue and Probability. Now the organization wants to include weighted revenue in their goals. Which two options meet this customer’s needs? Each answer represents a complete solution.
A. Edit the existing goal metric and change the in-progress value to point to the new weighted revenue held.
B. Add a new rollup query. In the query editor, include the weighted revenue field. Use the new rollup query in your goals.
C. Create a new goal metric and name it “Weighted Revenue.”’ Add roll up fields for actual value, and use the weighted revenue held for the in-progress value.
D. Edit the existing goal metric for revenue, add a custom roll up field, and point it to the new weighted revenue field. Then, adjust the goal charts to also include the custom roll up field.
C. Create a new goal metric and name it “Weighted Revenue” Add rollup fields for actual value, and use the weighted revenue held for the in-progress value.
D. Edit the existing goal metric for revenue, add a custom roll up field, and point it to the new weighted revenue field. Then, adjust the goal charts to also include the custom role up field.
You want to use the Export to Excel Templates function. 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 use the charts that you create in the Excel Templates, and import them as Microsoft Dynamics 365 charts.
B. You can use Microsoft Dynamics 365 Excel Templates without any specific security role setting.
C. You can import your Excel templates into Dynamics 365, and share them with other people in your organization.
D. You can create charts, tables, and sheers to analyze your opportunities.
C. You can import your Excel templates into Dynamics 365, and share them with other people in your organization.
D. You can create charts, tables, and sheets to analyze your opportunities
You are a 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.
B. Create multiple product families
You are a technical support specialist for your company. The Company’s sales staff are issued a company laptop to use when interfacing with Microsoft Dynamics 365. They need to integrate their smart phones with Microsoft Dynamics 365 as well. Many of their phones, however, do not have a supported web browser. What should you suggest to meet this sales staffs need?
A. Advise them to run the Microsoft Dynamics 365 web app on their phones.
B. Advise them to use the web client to access Microsoft Dynamics 365 from their phones.
C. Advise them to download the Microsoft Dynamics 365 App from the Office 365 Admin portal.
D. Advise them to download the Microsoft Dynamics 365 App from their phone’s store.
D. Advise them to download the Microsoft Dynamics 365 App from their phone’s store
You are a salesperson using Microsoft Dynamics 365. You need to create a quote for services to be offered to one of your customers. You have selected a potential customer and saved the quote record. What should you add to the quote?
A. Add Service Activities.
B. Add Price Lists.
C. Add Quote Products as line items.
D. Add a connection between the Opportunity and the Quote.
B. Add Price Lists
After two months of communicating with a prospect, your organization is ready to provide a formal offer for products and services to the prospect. You need to ensure the record is correct in Microsoft Dynamics 365. Which item should you create to represent this formal offer?
A. Opportunity
B. Quote
C. Lead
D. Order
B. Quote
Based on a conversation with a potential customer, you think there may be a Lead record for the customer in Microsoft Dynamics 365. You need to find the disqualified lead so that you can review the activity history on the lead. Where are two places you can find this information? Each correct answer presents a complete solution.
A. Disqualified Leads view
B. Advanced Find
C. Closed Leads view
D. Leads Lookup view
B. Advanced Find
C. Closed Leads view
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. delete the opportunity record, and create a contact record
B. close the opportunity as Won
C. delete the opportunity record, and create a customer record
D. close the opportunity as Lost
B. close the opportunity as Won
You are working with a sales organization so that they can better utilize Microsoft Dynamics 365 to manage their sales process. What are two advantages of having the organization’s sales professionals utilize Auto Capture? Each correct answer presents a complete solution.
A. They will not need to go into Outlook to track their emails.
B. They can delay sending an email until an appropriate time.
C. They can see untracked emails from Exchange in their activity list
D. They can be notified when an embedded link has been clicked within a sent email.
A. They will not need to go into Outlook to track their emails
C. They can see untracked emails from Exchange in their activity list
You are a Sales Manager using Microsoft Dynamics 365.
You need to analyze how your sales performance and activities relate to sales of products that happened after the initial order. The sales transactions are stored in an ERP system. Which tool should you use to combine your sales activities with your ERP sales data?
A. Power BI
B. Excel Templates
C. the Report Wizard in Dynamics 365
D. Charts and Dashboards
A. Power BI