Pinpoint MB2-717 Cram 2021

NEW QUESTION 1
An organization is using the Relationship Assistant in Microsoft Dynamics 365.
A small minority of their users need to only see the Email Cards from Exchange. The rest of the cards are in their way, prohibiting them from property using the feature to work with their email in Microsoft Dynamics 365.
How should you help this group of users?

• A. Create a Business Unit for the users, and configure the Relationship Assistant for that group to only display Email Cards from Exchange.
• B. For the small group of users, configure their security roles to have no read privileges on the Action Card entity.
• C. Instruct the users to access their personal settings for the Relationship Assistant and turn off the cards they do not wish to see.
• D. Turn off all card notifications for all users except the Email Cards from Exchange.

Answer: A

NEW QUESTION 2
An organization manages their sales process and tracks their competitors on opportunities through Microsoft Dynamics 365. A sales executive requests a report on how they are performing against each of their competitors. Using only out-of-box capabilities, how should you get this report for the sales executive?

• A. On a view of opportunities, run the Pipeline Management Excel Template.
• B. Add the Power BI content pack for Sales Managers, and share it with the executive.
• C. Run the built-in Competitor Win/Loss report and send it to the sales executive.
• D. Create a dashboard with the chart editor and include the competitors' details, and share it with the sates executive.

Answer: C

NEW QUESTION 3
You need to be able to differentiate between customers who are up-to-date on their payments and customers who are delinquent Delinquent customers need to be set to read only, while the rest should be available for read and write purposes.
Which two Microsoft Dynamics 365 status settings can you use to accomplish this goal? Each correct answer presents a complete solution.

• A. Qualified
• B. Delinquent
• C. Inactive
• D. Active

Answer: A

NEW QUESTION 4
A customer accepts a quote for 10 products sold by your organization. The customer agrees to pay for half of the total immediately and pay the other half once the products are received.
How do you track this transaction in Microsoft Dynamics 365 so the accounting department will understand the transaction?

• A. Create a new invoice that includes all of the items sold to the customer, and set the invoice to the Partial Fulfilled status reason.
• B. Create a new invoice that includes all of the items sold to the customer, and set the invoice to the Partial Paid status reason.
• C. Create a new invoice that includes half of the items sold to the customer, and set the invoice to the Complete Fulfilled status reason.
• D. Create a new invoice that includes half of the items sold to the customer, and set the invoice to the Complete Paid status reason.

Answer: D

NEW QUESTION 5
You are building a sales dashboard for your organization using Microsoft Dynamics 365. You want to make sure that your users get insights into the sales pipeline.
Using only the built-in chart editor, which of the following combinations should you choose?

• A. a combination of column charts and bar charts, along with a bubble chart to indicate the value of each opportunity and where it is in the pipeline
• B. a combination of column charts and bar charts, along with a funnel chart to indicate how much estimated revenue is in each phase of the pipeline
• C. a combination of column charts, bar charts, and pie charts, with a tag chart to visualize the different sales stages
• D. a combination of column charts and bar charts, along with an area chart to indicate the value of each opportunity and where it is in the pipeline

Answer: C

NEW QUESTION 6
You are working with an organization that uses Microsoft Dynamics 365 for sales.
You want to show the sales personnel action carets 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 features should you implement in Dynamics 365?

• A. Relationship Insights with Auto Capture and Email Engagement
• B. Relationship Insights with Relationship Assistant and Email Engagement
• C. Relationship Insights with Relationship Analytics and Email Engagement
• D. Relationship Insights with Relationship Analytics and Relationship Assistant

Answer: B

NEW QUESTION 7
An opportunity to partner with one of your competitors on a large project has come up, but you are unable to select the competitor as a customer on the opportunity.
Which two record types can you assign to the competitor to enable you to se4ect them as a customer? Each correct answer presents a complete solution.

• A. Lead
• B. Contact
• C. Account
• D. Prospect

Answer: CD

NEW QUESTION 8
You are a sales person for a large automobile dealership.
You created a lead within Microsoft Dynamics 365 for a potential customer who was interested in a current sales event at your dealership. The potential customer selected a new car but was unable to finance it due to bad credit The potential customer has given up for the time being.
How should you modify the record to update it for this sales opportunity?

• A. dose as Lost
• B. dose as Won
• C. dose as Disqualified
• D. dose as Cancelled

Answer: B

NEW QUESTION 9
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.

• A. Use Advanced Find to search both Accounts and Con
• B. Save your query, and give it a name.
• C. Export the query to Excel, and import it every time ydu need to use it
• D. Use Advanced Find to search for alt Account records that are active.
• E. Use Advanced Find to filter the records, based on the*r ZIP/Post code.

Answer: BC

NEW QUESTION 10
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?

• A. Email Engagement
• B. Auto Capture
• C. Relationship Assistant
• D. Folder Level Tracking

Answer: A

NEW QUESTION 11
You are The technical support specialist for a company that utilizes Microsoft Dynamics 365.
A new user calls the help desk complaining that every time they try to create a record, they are being denied the ability to The user states that some type of error is displayed as well.
What would cause this error?

• A. The user cannot create records using the Outlook client
• B. The user failed to populate at (east one required field.
• C. The user is using Dynamics 365 Business Edition father than Enterprise Edition.
• D. The user cannot input more than 250 characters into a single line of text field.

Answer: A

NEW QUESTION 12
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

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

Answer: D

NEW QUESTION 13
You need to create an Opportunity in Microsoft Dynamics 365 to track potential customers requesting information or pricing would lead you to track the activities of a potential sale.
What are three ways to create such an Opportunity? Each correct answer presents a complete solution,

• A. from an email activity
• B. from a Lead
• C. from a Work Order
• D. from a Case
• E. manually

Answer: ADE

NEW QUESTION 14
You are a sales executive for a sates organization that uses Microsoft Dynamics 365.
You are doing a global search for the name of a contact that you have not communicated with in over a year. You are using a partial value search, but the global search is unable to find the contact record.
What is a reason that would prevent global search from finding the record?

• A. Only an administrator can implement global searches.
• B. The record for this contact is currently deactivated.
• C. You cannot use partial values in a global search.
• D. Global search only searches account and opportunity records.

Answer: B

NEW QUESTION 15
You have created a personal dashboard in Microsoft Dynamics 365, consisting of personal charts and personal views. You want your team members to be able to fully take advantage of your dashboard. How should you fully share the needed components with the individuals on your team?

• A. Share only the views with the team.
• B. Share the views with each team member individually.
• C. Share the dashboard, views, and charts with the team.
• D. Share the dashboard and charts with each team member individually.

Answer: D

NEW QUESTION 16
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?

• A. Navigate to your instance in Microsoft Outlook and create a Lead.
• B. Track the email- Manually create a Lead in Microsoft Dynamics 365.
• C. Track the emai
• D. Convert the email to a Lead record.
• E. Create a Lead from the CRM tab in Microsoft Outlook.

Answer: A

NEW QUESTION 17
You want to use the Export to Excel Templates functional.* of Microsoft Dynamics 365.
What are two benefits of Excel Templates for Microsoft Dynamics 365? Each correct answer presents a complete solution.

• A. You can use the charts that you create in the Excel Templates, and import them as Microsoft Dynamics 365 charts.
• B. You can use Microsoft Dynamics 365 Excel Templates without any specific security role setting.
• C. You can import your Excel templates into Dynamics 365, are share them with other people in your organization.
• D. You can create charts, tables, and sheers to analyze your opportunities.

Answer: AD

NEW QUESTION 18
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: CD

Explanation:
https://crmbook.powerobjects.com/basics/microsoft-dynamics-365-sales-process/opportunities/

NEW QUESTION 19
You are a sales manager for your company.
You want your sales people to be able to utilize data on their customers beyond the Microsoft Dynamics 365 application.
With which type of database can Relationship Assistant integrate in order for sales people to better manage their business relationships?

• A. Exchange
• B. Office Delve
• C. SharePoint
• D. SQL

Answer: B

NEW QUESTION 20
You work for an organization that uses Microsoft Dynamics 365 to quote prices to customers.
The organization wants to incentivize bulk purchases by offering discounts on purchases of larger quantities.
How should you offer bulk discounts?

• A. Create a Discount List and associate it with the Price List Item directly.
• B. Create a Discount List, and associate it with the Quote directly.
• C. Create a Discount List and associate it with the Product directly.
• D. Create a Discount List and associate it with the Price List directly.

Answer: C

NEW QUESTION 21
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