1. Microsoft Dynamics 365 for Sales
MB2-717 Exam Study Guide
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2. Skills Measured Who should take this exam?
This exam measures your ability to accomplish the technical tasks listed below. The percentages indicate the relative weight of each major topic area on the exam. The higher the percentage, the more questions you are likely to see on that content area on the exam. View video tutorials about the variety of question types on Microsoft exams.
Who should take this exam?
Individuals wishing to obtain a certification on Microsoft Dynamics CRM Online Deployment should take this exam. Candidates for this exam implement, use, maintain, or support Microsoft Dynamics 365. Candidates include sales and marketing professionals, sales managers, project managers, solution architects, and functional consultants. This exam is also appropriate for sales staff who have a business software solution background and want to demonstrate foundational understanding of Microsoft Dynamics 365 application.
Candidates should have a moderate understanding of the sales and marketing process. Candidates should also have an understanding of the basic components and features of Microsoft Dynamics 365, and how they aid in the process of converting leads and opportunities into customers and sales while maximizing revenues.

3. Exam Overview Published : February 21, 2017 Languages : English
Audiences : IT professionals, Developers
Technology : Microsoft Dynamics
365 Enterprise
Credit toward certification : MCP, MCSE
Exam Registration : $ USD*

4. Sample Question: 1
You are working with the default Opportunity form In Microsoft Dynamics 365. Your sales manager has asked all sales staff to maintain best practices when managing sales and to enter as much information as possible.
You need to be able to add additional records and activities to the Opportunity without leaving the form. What are two types of records you can add from within the Opportunity form? Each correct answer presents a complete solution.
A. Invoices
B. Credit Notes / Adjustment Notes
C. Stakeholders
D. Products
Answer: A,C

5. Sample Question: 2
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
Answer: B

6. Sample Question: 3
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 discounts?
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.
Answer: C

7. Sample Question: 4
As a manager, you are only measured on annual goals for your staff, but your sales staff is measured quarterly.
You need to set up goals, meeting the requirements and using a minimum amount of goals without creating new rollup queries. Which approach should you take?
A. Create quarterly and annual goals for each sales person, with an annual parent goal for you.
B. Create quarterly and annual goals for each sales person, with both a quarterly and annual parent goals for you.
C. Create quarterly goals for each sales person measured, with an annual parent goal for your measurement
D. Create quarterly goals for each sales person, and an annual goal for your opportunities.
Answer: A

8. Sample Question: 5
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. 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.
Answer: D

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