Microsoft Dynamics 365 for Sales - testinsides MB2-717 dumps

MB2-717 real exams

Exam Code: MB2-717

Exam Name: Microsoft Dynamics 365 for Sales

Updated: Oct 05, 2026

Q & A: 118 Questions and Answers

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MB2-717 Exam topics

Candidates must know the exam topics before they start of preparation. Because it will really help them in hitting the core. Our MB2-717 exam dumps will include the following topics:

  • Manage the Sales Process 10%-15%
  • Improve Sales Performance 10%-15%
  • Create a Customer Organizational Structure 20%-25%
  • Manage Relationship and Sales Analysis 10%-15%
  • Manage Customer Information 15%-20%
  • Manage Leads and Opportunities 15%-20%

Reference: https://www.microsoft.com/en-us/learning/exam-mb2-717.aspx

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Certification Path

The Microsoft Dynamics 365 for Sales Certification includes only one MB2-717 exam.

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Microsoft MB2-717 Exam Syllabus Topics:

SectionWeightObjectives
Manage Leads and Opportunities15-20%- Identify and manage opportunities
  • 1. Manage opportunity records and statuses
  • 2. Create and assign opportunities
- Manage leads
  • 1. Track leads through the qualification process
  • 2. Reactivate or disqualify leads
- Utilize opportunity functionality
  • 1. Manage opportunity relationships and activities
  • 2. Close opportunities as won or lost
- Manage opportunity relationships
  • 1. Use opportunity views and reporting
  • 2. Analyze lost opportunities
Manage Relationship and Sales Analysis10-15%- Integrate email with Dynamics 365 Sales
  • 1. Use Email Engagement and Auto Capture
  • 2. Track email interactions
- Manage relationship analysis
  • 1. Create actionable and productivity cards
  • 2. Use Relationship Assistant
- Manage sales analysis tools
  • 1. Export and analyze data with Excel
  • 2. Use Advanced Find and reports
- Manage relationship intelligence
  • 1. Track interactions and sales communications
  • 2. Configure Relationship Insights
Create a Customer Organizational Structure20-25%- Manage the sales process
  • 1. Create and maintain sales transactional records
  • 2. Track sales progression from lead to invoice
- Manage customer communication
  • 1. Generate and track leads
  • 2. Create and manage social engagement sources
- Manage customer records
  • 1. Manage accounts, contacts, and customers
  • 2. Create and maintain customer organizational structures
- Manage sales literature and competitors
  • 1. Track and analyze competitors
  • 2. Maintain sales literature repositories
Improve Sales Performance15-20%- Manage goals
  • 1. Track progress using goal hierarchies
  • 2. Create measurable goals and metrics
- Manage visual tools with Sales Analysis
  • 1. Use templates and reporting tools
  • 2. Create dashboards and charts
Manage the Sale Process25-30%- Manage product relationships
  • 1. Manage product hierarchies and properties
  • 2. Configure related products
- Manage products by using the Product Catalog
  • 1. Maintain price lists and discount lists
  • 2. Manage products, families, and bundles
- Manage business process flows
  • 1. Manage territories and currencies
  • 2. Configure business process stages
- Manage sales transactional records
  • 1. Create and manage orders and invoices
  • 2. Create and manage quotes

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