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MB2-717 PDF DEMO:

QUESTION NO: 1
You are a mortgage broker for a bank.
You need to show the relationship between your clients and their accountants who are already in the
Microsoft Dynamics 365 system.
What should you do?
A. Add the accountant as a competitor.
B. Tie a Document containing the accountant's business card to the Opportunity,
C. Create a Connection between the Opportunity and the accountant.
D. Add a note to the Opportunity with the accountants' information.
Answer: C

QUESTION NO: 2
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 signs a contract to purchase three cases of your product on a quarterly basis for 2 years.
B. A person who has prequalified for a mortgage and wants to utilize a real estate agent to look at property.
C. A list of people supplied by a marketing research firm that matches your target market.
D. A person who calls into the company after receiving a mass mailing advertising from your company.
Answer: B

QUESTION NO: 3
You are a sales manager for a large company that is about to implement Microsoft Dynamics
365.
A company called Fabrikam, Inc. has three divisions within the company that purchase services from your firm.
You have created an account record for each of the three divisions and for Fabrikam, Inc. and need to link the records.
How should you set up the records to properly link the record for Fabrikam, Inc. with its three divisions using Microsoft Dynamics 365 account management?
A. Fabrikam, Inc. is a Parent Customer.
B. Fabrikam, Inc. is a Parent account.
C. Fabrikam, Inc. is a Primary Contact.
D. Fabrikam, Inc. is a Child account.
Answer: B
Explanation
References:
http://crmbook.powerobjects.com/basics/searching-and-navigation/understanding-accounts-and- contacts/

QUESTION NO: 4
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?
A. The lead will revert to being unqualified. The associated email, task, and phone call activities will be associated to the lead.
B. The associated lead record, and email, task, and phone call activities will be deleted.
C. The lead will remain qualified. The associated email, task, and phone call activities will be deleted.
D. The lead will revert to being unqualified. The associated email, task, and phone call activities will be deleted.
Answer: C

QUESTION NO: 5
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 a Dynamics Worksheet, and distribute it to the users.
B. 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.
D. Create the detailed analytics as an Excel Template, and instruct the users to download the template.
Answer: B
Explanation
References:
https://www.microsoft.com/en-us/dynamics/crm-customer-center/analyze-your-dynamics-365-data- in-excelonlin

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Updated: May 28, 2022