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[Updated MB2-717] Microsoft Dynamics 365 Certification MB2-717 Study Materials | Killtest
You are a new sales executive for a company that utilizes Microsoft Dynamics 365.
You have begun tracking your activities in Microsoft Dynamics 365. You have completed
the activities for one of your customers.
How will the activity state of the designated tasks be modified to reflect the
fulfillment of these
A.You must manually change the activity state to Canceled.
B.The activity state will update automatically when the associated opportunity is won.
C.The activity state will update automatically when the associated sale order is complete.
D.You must manually change the activity state to Completed.
You are a sales professional for a medium-sized firm.
You are entering information into Microsoft Dynamics you organized at a trade show.
What type of record should you create for each card?
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
C.Server-Side Synchronization between Microsoft Dynamics 365 and Exchange
D.Relationship Insights with Auto Capture
You need to be able to export your data to Excel, edit in Excel, and then, once the edits are
completed, update the records in Microsoft Dynamics 365 with your changes.
Which two options require Microsoft Dynamics 365 for Outlook to refresh the data in Microsoft
Dynamics 365? Each correct answer presents a complete solution.
A.Export to Static Worksheet
B.Export to Excel Online
C.Export to Dynamic Pivot Table
D.Export to Dynamic Worksheet
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.
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?
D.Folder Level Tracking
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