Microsoft MB2-717 Actual Tests : Microsoft Dynamics 365 for Sales

An organization uses goals for tracking sales and opportunities in Microsoft Dynamics 365.
The organization wants to extend their sales and goals KPIs, and have created a calculated field on Opportunity for Weighted Revenue, based on Est. Revenue and Probability.
Now the organization wants to include weighted revenue in their goals.
Which two options meet this customer's needs? Each answer represents a complete solution.

• A. Edit the existing goal metric, and change the in-progress value to point to the new weighted revenue field.
• B. Add a new rollup query. In the query editor, include the weighted revenue field. Use the new rollup query in your goals.
• C. Edit the existing goal metric for revenue, add a custom rollup field, and point it to the new weighted revenue field. Then, adjust the goal charts to also include the custom rollup field.
• D. Create a new goal metric and name it "Weighted Revenue". Add rollup fields for actual value, and use the weighted revenue field for the in-progress value.

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

You are using Microsoft Dynamics 365 to sell products in different currencies.
The currency exchange rates are updated on a regular basis.
You need to anticipate the impact of the exchange rates on your analytics and KPIs.
What are all the circumstances in which the money fields are updated according to the current exchange rate in Microsoft Dynamics 365?

• A. It is updated any time the record is updated in any way.
• B. It is updated when the record is created, a money field is updated, or the status changes.
• C. When the currency is added to a record, the exchange rate is set until the currency field is changed.
• D. When the exchange rate is updated, all active records with the changed currency are updated.

You are working for a company that is in the process of trying to secure a large contract.
As you work with this sales opportunity, you need to manage all the various people involved in the sale, both from the customer and external stakeholder point of view.
You need visibility on the Opportunity record to do this.
Which type of functionality can you use in Microsoft Dynamics 365 to facilitate visibility of those involved?

• A. Stakeholders
• B. Contact Preferences
• C. Chats
• D. Business Process Flows

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