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Question: 1

You are working with the default Opportunity form in Microsoft Dynamics 365.Your sales manager has asked all sales staff to maintain best practices when managing sales and to enter as much information as possible. You need to be able to add additional records and activities to the Opportunity without leaving the form.What are two types of records you can add from within the Opportunity form? Each correct answer presents a complete solution.

A. Invoices
B. Credit Notes / Adjustment Notes
C. Stakeholders
D. Products

Answer: C,D

References:
https://www.microsoft.com/en-us/dynamics/crm-customer-center/create-or-edit-an-opportunitysales.aspx

Question: 2

Your sales manager has asked you to take over management of a sale for a customer that was managed by a previous employee.You want to make sure everyone who views the Opportunity has full visibility to everything that has happened with the sale to this point, and allow other staff to see that you are not managing the sale.
How can you meet these needs in Microsoft Dynamics 365?

A. Email the new management information to everyone in the company.
B. Delete the Opportunity and recreate it.
C. Assign the record to yourself.
D. Assign the record to a team.

Answer: D

Question: 3

You are working on a sales opportunity for a maintenance company.
You learn that the company has a new COO.
You need to quickly add this new person to the opportunity.
Which form should you use to capture this information in relationship to the opportunity?

A. Quick Create Activity form
B. Quick Create Campaign Response form
C. Quick Create Lead form
D. Quick Create Contact form

Answer: D

Question: 4

You have four opportunities to sell a product to customers who are located on the same street. You need to ensure that the opportunities are related.
What should you do?

A. Include the same note in all four opportunities.
B. Apply a custom connection role.
C. Include all four opportunities in one goal.
D. Send one email message to which each customer is copied

Answer: B

Question: 5

You have a new policy at your company which states that you must track competitors to whom you lost opportunities.What should you do?

A. From the opportunity, click Close As Lost, and then click OK.
pen the opportunity record, and then specify the competitor.
B. From the opportunity, click Close As Lost, specify the competitor, and then click OK.
C. From the opportunity, click Close As Lost, and then click OK.
Locate the opportunity close activity, and then modify the activity.
D. From the opportunity, specify a competitor, click Close As Lost, and then click OK.

Answer: B 

Updated MB2-717 Exam Dumps 100% Passing Guarantee | Realexamdumps.com