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Microsoft MB2-717 : Microsoft Dynamics 365 for Sales

MB2-717

Exam Code: MB2-717

Exam Name: Microsoft Dynamics 365 for Sales

Updated: Nov 07, 2026

Q & A: 118 Questions and Answers

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

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Microsoft Dynamics 365 for Sales MB2-717 Exam

Microsoft Dynamics 365 for Sales MB2-717 Exam which is related to Microsoft Specialist Certification. This MB2-717 exam validates the ability to create and maintain a current customer base organizational structure manage the sales process from lead generation through quote, order and invoice creation. It also tests your ability to identify and define the functional areas of Dynamic 365 sales and analyze individual and organizational progress by creating goals hierarchies. Sales Managers, Project Managers, Sales and Marketing Professionals usually hold or pursue this certification and you can expect the same job roles after completion of this certification.

If you have problem on this exam MB2-717 choosing us may be your best choice. Our pass rate is high to 98.9% and the similarity percentage between our MB2-717 study guide and real exam is 90% based on our seven-year educating experience.

Microsoft MB2-717 Exam Syllabus Topics:

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

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