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Exam Code: MB2-717
Exam Name: Microsoft Dynamics 365 for Sales (MB2-717日本語版)
Certification Provider: Microsoft
Corresponding Certification: Microsoft Dynamics 365
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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.

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

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Microsoft MB2-717日本語 Exam Syllabus Topics:

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

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