NO.1 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. Add the Power BI content pack for Sales Managers, and share it with the executive.
B. Create a dashboard with the chart editor and include the competitors' details, and share it with
the sates executive.
C. On a view of opportunities, run the Pipeline Management Excel Template.
D. Run the built-in Competitor Win/Loss report and send it to the sales executive.
NO.2 You are a sales professional for an insurance company.
You have been working with a potential customer who was identified in Microsoft Dynamics 365 as
an Opportunity. That customer has just signed a coverage agreement.
How should you now modify the status of the designated Opportunity record?
A. close the opportunity as Lost
B. delete the opportunity record, and create a customer record
C. delete the opportunity record, and create a contact record
D. close the opportunity as Won
NO.3 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 now 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 a team.
D. Assign the record to yourself.
NO.4 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. Track the email. Convert the email to a Lead record.
B. Track the email- Manually create a Lead in Microsoft Dynamics 365.
C. Navigate to your instance in Microsoft Outlook and create a Lead.
D. Create a Lead from the CRM tab in Microsoft Outlook.
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試験科目：Microsoft Dynamics 365 for Sales
問題と解答：全95問 MB2-717 テキスト