MB2-717 試験問題を無料オンラインアクセス

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

An organization uses goals in Microsoft Dynamics 365 to track sales via opportunities on existing customers.
Customers are grouped into "standard" and "VIP" categories.
You need to create goals that only calculate sales on each account flagged as a "VIP" customer.
Which approach should you take?

• A.Create a rollup query on the account entity, and add a query that only includes accounts flagged as VIP.
• B.Create a goal metric and specify it to only calculate revenue from accounts flagged as VIP.
• C.Create a rollup query on the opportunity, and add a query that only includes opportunities related to accounts flagged as VIP.
• D.Create a rollup field, and set it to only include opportunities related to active accounts flagged as VIP.

You have exchanged a few emails with a lead and it is now evident that your organization will be able to fulfill the customer's need.
You need to proceed to the next step on the sales process and remove the lead from the Open Leads view, but keep it in the system for later review.
What should you do?

• A.Qualify the Lead.
• B.Activate the Lead.
• C.Delete the Lead.
• D.Close the Lead as Won.

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

After several weeks of negotiation with a customer, the customer decides to purchase ten more units of a product you have quoted for them.
You need to send a new quote to the customer while keeping records of the requested change.
What should you do?

• A.Create a new Opportunity, and send a new quote to the customer.
• B.Revise the quote, activate, and send the new quote to the customer.
• C.Close the quote as Lost. Create a new quote and send it to the customer.
• D.Close the Opportunity as Lost; create a new quote, and send it so the customer.