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You want to add documents to records in Microsoft Dynamics 365.
You need the ability to search within the documents and associate documents with custom entities. How should you approach this requirement?
Recommend adding the documents as Word Templates, and associate them with the needed entities.
Recommend setting up Share Point integration, and enable it for the needed entities.
Recommend adding the documents as Sales Literature
Recommend adding the documents as attachments for the relevant records.
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.
Answer: B, C
After several weeks of negotiation with a customer, the customer decides to purchase ten tor them. You need to send a new quote to the customer while keeping records of the
requested change. What should you do?
Revise the quote, activate, and send the new quote to the customer.
Close the quote as Lost. Create a new quote and send it to the customer.
Create a new Opportunity, and send a new quote to the customer.
Close the Opportunity as Lost create a new quote, and send it to the customer.
You receive an email from a prospect and would like to create a Lead in Microsoft Dynamics 365. You want the email from the prospect connected to the Lead. How can you accomplish this goal?
Navigate to your instance in Microsoft Outlook and create a Lead.
Track the email- Manually create a Lead in Microsoft Dynamics 365.
Track the email. Convert the email to a Lead record.
Create a Lead from the CRM tab in Microsoft Outlook.
You have been communicating with a lead for two weeks, and now you have determined that you are in a good position to move forward on your sales process. You have decided to qualify the lead. When qualifying the lead, what happens next in your standard sales process?
An order is created.
An opportunity is created.
An invoice is created.
A quote is created.
Microsoft MB2-717 Exam (Microsoft Dynamics 365 for Sales) Detailed Information
MB2-717 - Microsoft Dynamics 365 for Sales
MB2-717 Test Objectives
Create a Customer Organizational Structure (20% - 25%)
Manage customer records
Create and maintain a current customer base organizational structure; identify potential sales opportunities by utilizing
core records such as accounts, contacts and customers
Track interactions with a specific email; manage sales relationships through statistical analysis of email activity,
untracked emails and performance activities; manage sales relationships with Email Engagement; use engagement analytics
Create price and revenue structures with inclusion of line items, currency rates, exchange rates, and write-in products;
manage the quote lifecycle; create and manage quotes, orders, and invoices
Improve Sales Performance (10% - 15%)
Create manageable and measurable goals, delineate goals by fiscal periods, specify definitions and goal metric records,
analyze individual and organizational progress by creating goal hierarchies, use rollup queries
Create documents and templates, integrate charts and dashboards
Manage Customer Information (15% - 20%)
Operate Dynamics 365 sales functions
Identify and define the functional areas of Dynamics 365 Sales, model relationships and records in Microsoft Dynamics
365, access Dynamics 365 Sales through various client access methods, utilize the help center