MB2-717 Certification: (Microsoft Dynamics for Sales) – Revision Guide

I have been completing a series of posts to help people prepare for the MB2-717 certification (Microsoft Dynamics for Sales). Here is a collection of links to all of those posts. I hope these might serve as a useful revision aid for the MB2-717 exam.

The MB2-717 certification is not easy! But sales is at the heart of any CRM system and therefore one I hope you will really enjoy learning about.

Introduction / Exam Tips

Create a Customer Organizational Structure
Manage customer records Create and maintain a current customer base organizational structure; identify potential sales opportunities by utilizing core records such as accounts, contacts and customers
Manage the sales process Create and maintain sales transactional records; track the sales progression; manage the sales process from lead generation through quote, order, and invoice creation
Manage customer communication Create and manage social engagement sources, identify opportunities and generate leads
Manage sales literature and competitors Create and maintain a sales literature repository, create an organized methodology for identifying and tracking competitors

Revision Guides

Customer Records

Sales Process – Introduction

Sales Literature

Competitors

Social Engagement

Manage Leads and Opportunities
Manage leads Identify leads and track them throughout the conversion process, reactivate or delete disqualified leads
Identify and manage opportunities Identify opportunities to track throughout the sales workflow, create opportunities with a defined status, create records within the opportunity form, assign opportunities to designated sales staff
Utilize opportunity functionality
Close and document opportunities as won or lost, use Quick Create to add new information, connect opportunities to other record types, apply connections to a data structure
Manage opportunity relationships Analyze lost sales opportunities through resolution activities, utilize multiple opportunity views

Revision Guides

Lead Management

Opportunity Management

Connections

Manage Relationship and Sales Analysis
Manage relationship intelligence
Provision and configure Relationship Insights to integrate with Exchange, create and prioritize actions and tasks, track interactions, manage sales communication
Manage relationship analysis Provision and configure relationship intelligence, create actionable and productivity cards by using Relationship Assistant
Integrate email with Dynamics 365 Sales
Track interactions with a specific email; manage sales relationships through statistical analysis of email activity, untracked emails and performance activities; manage sales relationships with Email Engagement; use engagement analytics and Auto-capture
Manage sales by using sales analysis tools
Improve sales tracking by using Advanced Find, editable grids and built-in reports; export data to Excel in both static and dynamic processes; export Excel templates

Revision Guides

Advanced Find

Editable Grids

Built-in Report

Excel

Email – Setup

Email – Engagement

Email – Templates

Email – Auto capture

Relationship Assistant

Manage the Sale Process
Manage the business process flow Manage the tasks required of each state in the Business Process Flow, create territories and assign them to managers and sales staff, configure currency and exchange rates
Manage Products by using the Product Catalog Manage prices lists, discount lists and unit groups; create, maintain and clone products; manage the product lifecycle
Manage price structures Create price lists, create discount list models, assign currencies to products
Manage product relationships
Identify product relationships, differentiate product relationships by family units, customize properties for all products, identify and bundle related products
Manage sales transactional records
Create price and revenue structures with inclusion of line items, currency rates, exchange rates, and write-in products; manage the quote lifecycle; create and manage quotes, orders, and invoices

Revision Guides

Currencies

Sales Territories

Product Catalogue – Introduction

Product Catalogue – Price Lists

Product Catalogue – Discount Lists

Product Catalogue – Product Relationships

Product Catalogue – Families and Properties

Product Catalogue – Bundles

Product Catalogue – Product Hierarchy

Transactional Entities

Improve Sales Performance
Manage goals Create manageable and measurable goals, delineate goals by fiscal periods, specify definitions and goal metric records, analyze individual and organizational progress by creating goal hierarchies, use rollup queries
Manage visual tools with Sales Analysis Create documents and templates, integrate charts and dashboards

Revision Guides

Goals

Fiscal Year Settings

Word Templates

Charts

Dashboards

Gamification

Manage Customer Information
Operate Dynamics 365 sales functions
Identify and define the functional areas of Dynamics 365 Sales, model relationships and records in Microsoft Dynamics 365, access Dynamics 365 Sales through various client access methods, utilize the help center
Perform data management Create customers and contacts within 365 Sales, enforce customer relationship by using activity types, use views and global searches
Perform lifecycle management Utilize leads, convert leads into customers in the lead life cycle, perform opportunity management, manage cases

Revision Guides

Global Searches

Help

5 thoughts on “MB2-717 Certification: (Microsoft Dynamics for Sales) – Revision Guide

  1. Hi Sir, Your Revision Guide is really helpful for me to clear Online Deployment, 2016 Customer Service and Custom and config. Now I step into Sales MB2-717. Here Few of the topics are Inprogress. Kindly Provide a notes for those missing topics.

    Like

    • Hi,

      I am actively working on filling in the gaps …. hopefully I will publish all of the required posts soon!!!

      Tip: MB2-713 exam has alot in common with MB2-717. If I am missing anything important you can try to chekc out my revision guide for that. As it might help in the meantime.

      Neil.

      Like

  2. Neil,

    I passed my MCSE with MB2-718 on the 26th July 2017. I’m sure I read that the MCSE expires after 1 year and you need to pass another exam to “refresh” the title, so I left the MB2-717 for this reason. Do you know if this is the the case? In order to carry on calling myself an MCSE will I need to pass the 717? Will Microsoft send me an message saying my MCSE has expired?

    Any advice gratefully recieved

    Lee

    Liked by 1 person

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