Microsoft MB2-717 Exam Practice Questions (P. 3)
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Question #11
You are a sales person working in the Microsoft Dynamics 365 web interface.
You want to create a view that you can use to segment your active customers by area, based on their physical address.
Which three steps must be followed to set up a personal view that you can use without having to create it each time? Each correct answer presents part of the solution.
You want to create a view that you can use to segment your active customers by area, based on their physical address.
Which three steps must be followed to set up a personal view that you can use without having to create it each time? Each correct answer presents part of the solution.
- AUse Advanced Find to search both Accounts and Contacts.
- BSave your query, and give it a name.
- CExport the query to Excel, and import it every time you need to use it.
- DUse Advanced Find to search for all Account records that are active.
- EUse Advanced Find to filter the records, based on their ZIP/Post code.
Correct Answer:
BDE
BDE
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Question #12
You are working with a company to implement Microsoft Dynamics 365 for their sales division.
The sales manager wants all sales people to have the ability to be alerted when a recipient opens an email that was sent to them,
Which component of Microsoft Dynamics 365 should you use to manage this ability?
The sales manager wants all sales people to have the ability to be alerted when a recipient opens an email that was sent to them,
Which component of Microsoft Dynamics 365 should you use to manage this ability?
- AEmail Engagement
- BAuto Capture
- CRelationship Assistant
- DFolder Level Tracking
Correct Answer:
A
References:
https://www.microsoft.com/en-us/dynamics/crm-customer-center/preview-feature-email-engagement.aspx
A
References:
https://www.microsoft.com/en-us/dynamics/crm-customer-center/preview-feature-email-engagement.aspx
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Question #13
You are working with an organization that uses Microsoft Dynamics 365 for sales.
You want to show the sales personnel actions cards with reminders for opportunity close dates, activities, reminders for emails that have not been responded to, and statistics on how often sent emails have been opened by recipients.
Which featured should you implement in Dynamics 365?
You want to show the sales personnel actions cards with reminders for opportunity close dates, activities, reminders for emails that have not been responded to, and statistics on how often sent emails have been opened by recipients.
Which featured should you implement in Dynamics 365?
- ARelationship Insights with Auto Capture and Email Engagement
- BRelationship Insights with Relationship Assistant and Email Engagement
- CRelationship Insights with Relationship Analytics and Email Engagement
- DRelationship Insights with Relationship Analytics and Relationship Assistant
Correct Answer:
D
References:
http://www.crmsoftwareblog.com/2017/03/microsoft-dynamics-365-all-about-insights/
D
References:
http://www.crmsoftwareblog.com/2017/03/microsoft-dynamics-365-all-about-insights/
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Question #14
An organization uses Microsoft Dynamics 365 to track Opportunities and Competitors.
They want to make sure that a competitor is always tracked when it is mentioned in an email from a potential customer regarding an opportunity.
How can this be achieved using the fewest steps?
They want to make sure that a competitor is always tracked when it is mentioned in an email from a potential customer regarding an opportunity.
How can this be achieved using the fewest steps?
- AInstruct users to always manually associate the competitor when the Competitor Mentioned card is shown by the Relationship Assistant.
- BConfigure the Relationship Assistant, and check the Card Option for the Competitor Mentioned card to perform the associated action automatically instead of displaying the card.
- CIn the configuration for Auto Capture, enable the option to track competitors automatically when mentioned in emails regarding an opportunity.
- DCreate a workflow to scan emails for competitor names, and associate the mentioned competitor to the opportunity.
Correct Answer:
B
References:
https://www.microsoft.com/en-us/dynamics/crm-customer-center/preview-feature-action-cards-reference.aspx
B
References:
https://www.microsoft.com/en-us/dynamics/crm-customer-center/preview-feature-action-cards-reference.aspx
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Question #15
You are a sales manager for your company.
In order to improve sales, you want Microsoft Dynamics 365 to analyze the daily actions and communications of your sales staff. In addition, you would like the analysis data to be used to remind your sales people of upcoming activities and create actionable items to keep them focused.
Which feature of Microsoft Dynamics 365 performs these functions?
In order to improve sales, you want Microsoft Dynamics 365 to analyze the daily actions and communications of your sales staff. In addition, you would like the analysis data to be used to remind your sales people of upcoming activities and create actionable items to keep them focused.
Which feature of Microsoft Dynamics 365 performs these functions?
- AAuto Capture
- BRelationship Assistant
- CEmail Engagement
- DSite Map Designer
Correct Answer:
B
References:
https://www.microsoft.com/en-us/dynamics/crm-customer-center/preview-feature-relationship-assistant.aspx
B
References:
https://www.microsoft.com/en-us/dynamics/crm-customer-center/preview-feature-relationship-assistant.aspx
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