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Exam MB2-717 Preparation Guide

Microsoft Dynamics 365 for Sales Certification Exam Preparation Guide
This preparation guide includes information and tools to assist you in preparation for the exam.
Target Audience
Individuals wishing to obtain a certification on Microsoft Dynamics CRM Online Deployment should take this exam. Candidates for this exam implement, use, maintain, or support Microsoft Dynamics 365. Candidates include sales and marketing professionals, sales managers, project managers, solution architects, and functional consultants. This exam is also appropriate for sales staff who have a business software solution background and want to demonstrate foundational understanding of Microsoft Dynamics 365 application.
Candidates should have a moderate understanding of the sales and marketing process. Candidates should also have an understanding of the basic components and features of Microsoft Dynamics 365, and how they aid in the process of converting leads and opportunities into customers and sales while maximizing revenues.
Exam Specifics
Skills being measured
This exam measures a candidate’s understanding of Microsoft Dynamics 365 and how it can improve the productivity and profitability of sales efforts by managing the lead conversion process and identifying and tracking opportunities how to create, utilize and analyze data in order to accomplish measurable goals.
Time requirements
Microsoft Dynamics exam times typically range between 60 -- 160 minutes. Note that this time does not include any additional time required for validating your identification, reviewing instructions, providing comments, and calculating your score.
Microsoft Dynamics exams typically contain between 40 – 75 questions
Multiple Choice and Multiple Answer questions
Registration: Register for Exam MB2-717 Microsoft Dynamics 365 for Sales
Exam Topics
Create a Customer Organizational Structure (20% - 25%)
Manage customer records
This objective may include but is not limited to: Create and maintain a current customer base organizational structure; identify potential sales opportunities by utilizing core records such as accounts, contacts and customers
Manage the sales process
This objective may include but is not limited to: Create and maintain sales transactional records; track the sales progression; manage the sales process from lead generation through quote, order, and invoice creation
Manage customer communication
This objective may include but is not limited to: Create and manage social engagement sources; identify opportunities and generate leads.
Manage sales literature and competitors
This objective may include but is not limited to: Create and maintain a sales literature repository; create an organized methodology for identifying and tracking competitors.

Manage Leads and Opportunities (15% - 20%)
Manage leads
This objective may include but is not limited to: Identify leads and track them throughout the conversion process; reactivate or delete disqualified leads
Identify and manage opportunities
This objective may include but is not limited to: Identify opportunities to track throughout the sales workflow; create opportunities with a defined status; create records within the opportunity form; assign opportunities to designated sales staff
Utilize opportunity functionality
This objective may include but is not limited to: Close and document opportunities as won or lost; use Quick Create to add new information; connect opportunities to other record types; apply connections to a data structure
Manage opportunity relationships
This objective may include but is not limited to: Analyze lost sales opportunities through resolution activities; utilize multiple opportunity views

Manage Relationship and Sales Analysis (10% - 15%)
Manage relationship Intelligence
This objective may include but is not limited to: Provision and configure Relationship Insights to integrate with Exchange; create and prioritize actions and tasks; track interactions; manage sales communication
Manage relationship analysis
This objective may include but is not limited to: Provision and configure relationship intelligence; create actionable and productivity cards by using Relationship Assistant
Integrate email with Dynamics 365 Sales
This objective may include but is not limited to: Track interactions with a specific email; manage sales relationships through statistical analysis of email activity, untracked emails and performance activities; manage sales relationships with Email Engagement; use engagement analytics and Auto-capture
Manage sales by using sales analysis tools
This objective may include but is not limited to: Improve sales tracking by using Advanced Find, editable grids and built-in reports; to; export data to Excel in both static and dynamic processes; export Excel templates

Manage the Sale Process (10% - 15%)
Manage the business process flow
This objective may include but is not limited to: Manage the tasks required of each state in the Business Process Flow; create territories and assign them to managers and sales staff; configure currency and exchange rates
Manage Products by using the Product Catalog
This objective may include but is not limited to: Manage prices lists, discount lists and unit groups; create, maintain and clone products; manage the product lifecycle
Manage price structures
This objective may include but is not limited to: Create price lists; create discount list models; assign currencies to products
Manage product relationships
This objective may include but is not limited to: Identify product relationships; differentiate product relationships by family units; customize properties for all products; identify and bundle related products
Manage sales transactional records
This objective may include but is not limited to: Create price and revenue structures with inclusion of line items, currency rates, exchange rates, and write-in products; manage the quote lifecycle; create and manage quotes, orders, and invoices

Improve Sales Performance (10% - 15%)
Manage goals
This objective may include but is not limited to: Create manageable and measurable goals; delineate goals by fiscal periods; specify definitions and goal metric records; analyze individual and organizational progress by creating goal hierarchies; use rollup queries
Manage visual tools with Sales Analysis
This objective may include but is not limited to: Create documents and templates; integrate charts and dashboards

Manage Customer Information (15% - 20%)
Operate Dynamics 365 sales functions
This objective may include but is not limited to: Identify and define the functional areas of Dynamics 365 Sales; model relationships and records in Microsoft Dynamics 365; access Dynamics 365 Sales through various client access methods; utilize the help center
Perform data management
This objective may include but is not limited to: Create customers and contacts within 365 Sales; enforce customer relationship by using activity types; use views and global searches
Perform lifecycle management
This objective may include but is not limited to: Utilize leads; convert leads into customers in the lead life cycle; perform opportunity management; manage cases

 

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36500-Introduction to Microsoft Dynamics 365

This course discusses the terms, concepts and components that make up the system, overview of application navigation, setting up accounts, contacts and activities, using the sales, customer service, and marketing processes within Dynamics 365.
€89.10

36511-Relationship Management in Microsoft Dynamics 365 for Sales

This course describes and explores the management of, and application of, leads and sales opportunities in the sales process, as well as how to analyze the monitoring of sales-related data utilizing some of the essential built-in tools available.
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36512-Sales Management in Microsoft Dynamics 365

This course explores Business Processes Flows,Branching, Sales Territories, the Product Catalog, Metrics, and Goals, how they are used within the Sales module, the process of converting an Opportunity to a Quote, Order, track sales, gamification.
€269.10