| Exam Code/Number: | MB2-717Join the discussion |
| Exam Name: | Microsoft Dynamics 365 for Sales |
| Certification: | Microsoft |
| Question Number: | 118 |
| Publish Date: | Sep 02, 2026 |
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An organization is using the Relationship Assistant in Microsoft Dynamics 365.
A small minority of their users need to only see the Email Cards from Exchange.
The rest of the cards are in their way, prohibiting them from properly using the feature to work with their email in Microsoft Dynamics 365.
How should you help this group of users?
You create a personal dashboard that tracks important sales information.
Your manager wants all of the users in the company to use the dashboard.
You need to recommend a method to make the dashboard available to all of the users. The solution must minimize effort.
What should you recommend?
You are working on a sales opportunity for a maintenance company.
You learn that the company has a new COO.
You need to quickly add this new person to the opportunity.
Which form should you use to capture this information in relationship to the opportunity?
An opportunity to partner with one of your competitors on a large project has come up, but you are unable to select the competitor as a customer on the opportunity.
Which two record types can you assign to the competitor to enable you to select them as a customer? Each correct answer presents a complete solution.
You are a sales manager for a large sales organization that uses Microsoft Dynamics 365.
Many of your products have different pricing, based on geographical areA.
You want your sales people to automatically be assigned the designated price, based on their assigned territory.
How can you accomplish this?
