Online Access Free MB2-717 Practice Test

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?

• A.Opportunity
• B.Order
• C.Invoice
• D.Quote

You need to locate the record of a person named Ben Smith.
You are uncertain whether Ben Smith is in Dynamics CRM as a contact.
What can you use to locate the record?

• A.Quick Find
• B.A system view
• C.A custom grid
• D.A personal view
• E.Advanced Find

You are working with an organization that uses Microsoft Dynamics 365 and Microsoft Office 365. The organization communicates with their customers primarily via email.
The organization is struggling with getting emails tracked in Dynamics 365 on the right records, and emails are often not tracked at all.
Which feature should you recommend implementing to get visibility of untracked emails inside Dynamics 365 for relevant messages.

• A.Relationship Insights with Email Engagement
• B.Server-Side Synchronization between Microsoft Dynamics 365 and Exchange.
• C.Relationship Assistant
• D.Relationship Insights with Auto Capture

Your company wants to start tracking when customers make referrals in order to view the customers' influence over time.
You have a contact named Contact1.
Contact1 refers you to an opportunity for a contact named Contact2.
You need to track the referral properly.
What should you do?

• A.Add Contact1 as the stakeholder of the opportunity.
• B.Add Contact1 to the opportunity.
• C.Add a connection to Contact1.
• D.Add an opportunity for Contact1.

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 associated lead record, and email, task, and phone call activities will be deleted.
• B.The lead will remain qualified. The associated email, task, and phone call activities will be deleted.
• C.The lead will revert to being unqualified. The associated email, task, and phone call activities will be associated to the lead.
• D.The lead will revert to being unqualified. The associated email, task, and phone call activities will be deleted.