Microsoft Dynamics 365 for Sales (MB2-717) Free Practice Test
Question 1
An organization uses goals aligned with fiscal periods.
The fiscal periods were never set up and will now need to be aligned with the organization's actual fiscal year and period.
What will happen to the goal records that use the old fiscal period when the settings are updated?
The fiscal periods were never set up and will now need to be aligned with the organization's actual fiscal year and period.
What will happen to the goal records that use the old fiscal period when the settings are updated?
Correct Answer: A
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Question 2
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?
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?
Correct Answer: C
Question 3
You have an opportunity that was generated from a lead.
The opportunity has several associated email, task, and phone call activities.
What will occur if you delete the opportunity record?
The opportunity has several associated email, task, and phone call activities.
What will occur if you delete the opportunity record?
Correct Answer: C
Question 4
You have a new policy at your company which states that you must track competitors to whom you lost opportunities.
What should you do?
What should you do?
Correct Answer: B
Question 5
You are working with the Microsoft Dynamics 365 for Phones app.
You have created a new Opportunity to track information that could lead to a sale while visiting a customer and have a Business Process Flow at the Qualify stage.
You need to be able to update the record with information for qualifying the Opportunity.
What are three items you can capture on the Opportunity to help you manage this opportunity through to a sale? Each correct answer presents a complete solution.
You have created a new Opportunity to track information that could lead to a sale while visiting a customer and have a Business Process Flow at the Qualify stage.
You need to be able to update the record with information for qualifying the Opportunity.
What are three items you can capture on the Opportunity to help you manage this opportunity through to a sale? Each correct answer presents a complete solution.
Correct Answer: A,B,D
Question 6
You need to be able to differentiate between customers who are up-to-date on their payments and customers who are delinquent. Delinquent customers need to be set to read only, while the rest should be available for read and write purposes.
Which two Microsoft Dynamics 365 status settings can you use to accomplish this goal? Each correct answer presents a complete solution.
Which two Microsoft Dynamics 365 status settings can you use to accomplish this goal? Each correct answer presents a complete solution.
Correct Answer: B,D
Question 7
You have an opportunity that was generated from a lead.
The opportunity has several associated email, task, and phone call activities.
What will occur if you delete the opportunity record?
The opportunity has several associated email, task, and phone call activities.
What will occur if you delete the opportunity record?
Correct Answer: C