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Total 159 questions

Microsoft Dynamics 365 Fundamentals Customer Engagement Apps (CRM) Questions and Answers

Question 1

A company uses Dynamics 365 Field Service.

The maintenance manager wants to be able to add a list of question to work orders to ensure that field technicians follow the same steps when servicing customer equipment.

You need to explain to the manager which features are available to meet the requirement. Which feature should you use?

Options:

A.

Connected Field Service

B.

Inspections

C.

Microsoft Customer Voice

D.

Scheduling

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Question 2

A company uses Dynamics 365 Sales and Dynamics 365 Customer Service apps. Technicians doing repair work should not have access to customer orders and invoices. You need to limit the technicians" access to data. Which feature should you use?

Options:

A.

Data loss prevention policy

B.

Role-based security

C.

Environment-level security

D.

Row-level security

Question 3

You are a sales manager working for a paper manufacturer.

You need to create customers in Dynamics 365 Sales and attach the customer’s contract to the customer record as a PDF file.

Which record type should you use? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Options:

Question 4

You need to identify the data sources that Microsoft Copilot for Sales can use. Which two sources should you identify? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.

Options:

A.

Microsoft Fabric

B.

ERP

C.

Microsoft Office

D.

CRM

Question 5

Customers submit suggestions, questions, and cases to a company by using the following channels:

• Submitting a case in a customer service portal.

• Emailing a support mailbox.

• Calling a telephone number.

The company has two departments. Each department has a defined list of agents. The company distributes all submissions to the correct department.

You need to show the agents how the submissions are stored.

Which format is used for the submissions?

Options:

A.

Work items

B.

Queues

C.

Work orders

D.

Activities

Question 6

A company uses Dynamics 365 Customer Insights.

Select the answer that correctly completes the sentence.

Options:

Question 7

You use Dynamics 365 Customer Service. You plan to configure service-level agreements (SLAs) for cases.

Which feature should you use? To answer, drag the appropriate features to the correct scenarios. Each feature may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.

NOTE: Each correct selection is worth one point.

Options:

Question 8

You are a sales representative for a company that sells furniture. You collaborate with an engineering team and a design team to support customer proposals.

The latest versions of all proposals must be available to both teams. Team members must be able to edit the proposals in real time.

You need to attach a proposal to a customer record. Which mechanism should you use to attach the proposal?

Options:

A.

Timeline attachment

B.

Word template

C.

Documents tab

Question 9

You plan to implement Dynamics 365 Customer Service.

For each of the following statements, select Yes if then statement is true. Otherwise, select No.

NOTE: Each correct selection is worth one point.

Options:

Question 10

For each of the following statements, select Yes if the statement is true. Otherwise, select No. NOTE: Each correct selection is worth one point.

Options:

Question 11

You plan to use sales forecasts in Dynamics 365 Sales.

You need to explain how forecasts can benefit the salesperson, their manager, and the sales enablement manager.

Which forecasting benefits should you explain? To answer, move the appropriate forecasting benefits to the correct sales role. You may use each forecasting benefit once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.

NOTE: Each correct selection is worth one point.

Options:

Question 12

A company maintains a group of commercial buildings. The company implements Dynamics 365 Field Service.

A new employee is hired. The employee holds several advanced certifications for maintaining specific types of industrial air filtration units.

You need to add The new employee as a resource in the system.

What should you use? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Options:

Question 13

A company uses Dynamics 365 Customer Service to manage its warehouse and customer service department.

The manager wants to improve productivity.

You need to recommend a solution.

Which products should you recommend? To answer, drag the appropriate products to the correct requirements. Each product may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.

NOTE: Each correct selection is worth one point.

Options:

Question 14

You attend a tradeshow. A fellow attendee suggests that you implement Dynamics 365 Connected Customer Service.

What is a valid use case for Dynamics 365 Connected Customer Service?

Options:

A.

Analyze customer sentiment from multiple sources.

B.

Respond to and resolve customer issues by using social media.

C.

Use mixed reality applications to assist technicians performing work in the field.

D.

Use IoT devices and AI to predict when a customer’s equipment will need service.

Question 15

You use Dynamics 365 Customer Insights - Journeys and Dynamics 365 Customer Insights - Data.

Select the answer that correctly completes the sentence.

Options:

Question 16

A company uses Dynamics 365 Field Service.

The company uses a manual process to create and schedule work orders. The company wants to optimize scheduling and reduce assisted support costs.

You need to recommend appropriate features of Dynamics 365 Field Service to meet the requirements. Which feature should you recommend? To answer, drag the appropriate features to the correct requirements.

Each feature may be used once, more than once, or not at all. You may need to drag the split bar between

panes or scroll to view content.

NOTE: Each correct selection is worth one point.

Options:

Question 17

A company uses Dynamics 365 Customer Insights - Data.

For each of the following statements, select Yes if the statement is true. Otherwise, select No.

NOTE: Each correct selection is worth one point.

Options:

Question 18

A company sells and services clothing washing machines and dryers. The company uses Dynamics 365 Field Service.

You need to proactively monitor customer’s equipment to identify problems and maintenance needs. Which two Connected Field Service options can you use?

Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

Options:

A.

Dynamics 365 Remote Assist integration

B.

Dynamics 365 mobile app

C.

Azure IoT Central

D.

Azure IoT Hub

Question 19

A company plans to implement Dynamics 365 Project Operations.

Which two billing methods does Dynamics 365 Project Operations support? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

Options:

A.

Time and Material

B.

Fixed Price

C.

Expense

D.

Not-to-exceed Limit

Question 20

A company uses Dynamics 365 Field Service.

Employees need to schedule bookings while viewing work order details.

Which feature should you recommend?

Select the answer that correctly completes the sentence.

Options:

Question 21

A company uses leads and opportunities to track potential sales. Salespeople have a difficult time determining prioritizing opportunities. You need to ensure opportunities are categorized to ensure sales efficiency. Which feature should you implement?

Options:

A.

Predictive opportunity scoring

B.

Price calculation

C.

Kanban view

D.

Sales forecast

Question 22

A company is implementing Dynamics 365 Customer Service.

The company wants to enable chat and SMS channels for customers. The company also wants to implement knowledge articles to support resolution of common issues.

You need to recommend which apps the company should implement.

Which app should you recommend? To answer, drag the appropriate apps to the correct features. Each app may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.

NOTE: Each correct selection is worth one point.

Options:

Question 23

A company provides mobile catering services for corporate and special events. A cooking team arrives at a customer site with mobile cooking stations and ingredients to prepare meals for a customer audience.

The company has identified that Dynamics 365 Field Service allows them to respond to the following requirements:

• Schedule mobile catering teams composed of one chef, three cooks, and one presenter.

• Ensure that adequate ingredients are available and track ingredient shortages.

• Capture timing details to complete a customer order within three hours.

You need to configure the system.

Options:

Question 24

A company uses Dynamics 365 Field Service. Technicians in the company use work orders and inspections to complete their tasks. For each of the following statements, select Yes if the statement is true. Otherwise, select No.

NOTE: Each correct selection is worth one point.

Options:

Question 25

A company uses Dynamics 365 Sales. The company creates sales proposals as PDF documents.

The company wants multiple users to access the latest version of a sales proposal in Dynamics 365 Sales. Many users do not have access to Dynamics 365 Sales.

You need to recommend an app for the company.

Which app should you recommend?

Options:

A.

Dynamics 365 Sales Insights

B.

Microsoft Excel

C.

Microsoft Outlook

D.

Microsoft Teams

Question 26

A company uses Dynamics 365 Sales.

You disqualify a lead. On a later date, the lead shows interest in buying a product that the company sells.

You need to convert the lead to an opportunity and retain all available history.

Which two actions should you perform? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

Options:

A.

Qualify the closed lead as an opportunity.

B.

Qualify the reactivated lead to an opportunity.

C.

Convert the copied lead to an opportunity.

D.

Use the Reactivate Lead functionality to reopen the lead.

E.

Create a copy of the lead with data from the original lead.

Question 27

A company is evaluating Dynamics 365 Field Service.

The company must be able to manage technicians that perform onsite repairs at client offices.

You need to understand which product features are available to meet the requirements.

Which feature should you use? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Options:

Question 28

A company plans to implement Dynamics 365 Sales. Which two out-of-the-box features can you use to capture leads? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

Options:

A.

emails

B.

CSV files

C.

Dynamics 365 Commerce

D.

Dynamics 365 Customer Insights

Question 29

A company plans to implement Dynamics 365 Sales to manage sales pipelines.

For each of the following statements, select Yes if the statement is true. Otherwise, select No.

NOTE: Each correct selection is worth one point.

Options:

Question 30

You use Customer Insights - Data.

You need to evaluate sales data to identity whether you are meeting business goals. Which object should you create to evaluate the data?

Options:

A.

segment

B.

trend

C.

measure

D.

activity

Question 31

An online retail company uses Dynamics 365 Customer Insights - Journeys.

Customers abandon cans with items after shopping on the company s website. The marketing manager must send an email to these customers to ask if they want to complete the purchase.

You need to select a feature to send the mail.

Which feature should you use?

Options:

A.

Power Automate desktop flow

B.

Customer interactions timeline

C.

Email campaign

D.

Segment-based journey

E.

Trigger-based journey

Question 32

You are evaluating Dynamics 365 Sales as a potential replacement for your company's existing sales system. What is a lead? To answer, select the appropriate option in the answer area.

Options:

Question 33

A consulting firm uses Dynamics 365 Project Operations to manage the following types of work for clients:

    Monthly bookkeeping services that take four hours

    Yearly tax filings with variable hours that are based on a client’s needs for one year Reimbursements for unplanned government filing fees

You need to create opportunity rows.

Which type of service should you use for each type of work? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Options:

Question 34

You manage a call center for a company that uses Dynamics 365 Customer Service.

The call center’s customer service manager wants to renew all expired entitlements to increase the duration of entitlements from six months to one year.

You need to help the customer service manager make the changes. Which status indicates that an entitlement must be renewed?

Options:

A.

Draft

B.

Waiting

C.

Active

D.

Canceled

Question 35

A company uses lead scoring models with Dynamics 365 Customer Insights - Journeys.

You need to identify actions that affect lead scores.

Which two actions should you identify? Each correct answer is a complete solution.

NOTE: Each correct selection is worth one point.

Options:

A.

webpage visits

B.

phone calls

C.

form submissions

D.

event payments

Question 36

You use Dynamics 365 Sales to manage leads.

For each of the following statements, select Yes if the statement is true. Otherwise, select No.

NOTE: Each correct selection is worth one point.

Options:

Question 37

A company uses Dynamics 365 Customer Service. Incoming case records are assigned to queues.

Cases need to be assigned to employees based on predetermined criteria.

You need to determine which routing rules to configure.

Which routing rules should you configure?

To answer, drag the appropriate rule types to the correct needs. Each rule type may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.

Options:

Question 38

A company uses Dynamics 365 Sales.

You need to create a forecast in Dynamics 365 Sales so that the sales director will be able to predict upcoming sales revenue.

Which standard record type is used to create the forecast?

Options:

A.

Account

B.

Lead

C.

Quote

D.

Opportunity

Question 39

A company uses Dynamics 365 Customer Service. The customer service department for a retailer hires temporary employees to work during peak seasons.

Temporary employees take much longer to resolve cases than seasoned employees.

You need to recommend features that will help employees find information needed to resolve cases. Which two options should you recommend? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

Options:

A.

Knowledge base with Relevance search

B.

Parent and Child case settings

C.

Case management with Related Similar cases

D.

Routing rule sets

Question 40

A company plans to use Dynamics 365 Sales.

The company requires every Al feature related to sales be available.

You need to determine which solution to use.

Which solution should you identity?

Options:

A.

Dynamics 365 Sales Professional

B.

Dynamics 365 Sales Premium

C.

Dynamics 365 Sales Enterprise

Question 41

A company implements Dynamics 365 Sales.

You need to recommend the features to implement that meet the following requirements:

    Display a landing page when a sales manager signs in that shows the pipeline, top leads, open opportunities, and won opportunities.

    Display an interactive list that allows sales representatives to see details for their accounts including the name, address, phone number, contact, and last contact date for the account. Allow sorting by any column.

Which features should you recommend?

To answer, drag the appropriate features to the correct requirements. Each feature may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.

NOTE: Each correct selection is worth one point.

Options:

Question 42

A manufacturing company plans to implement Dynamics 365 Field Service.

You need to determine which features are needed to meet the company’s requirements.

Which features should you implement? To answer, drag the appropriate features to the correct requirements. Each feature may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.

NOTE: Each correct selection is worth one point.

Options:

Question 43

A company uses Dynamics 365 Sales. The company plans to use SharePoint Online to manage documents. For each of the following statements, select Yeas if the statement is true. Otherwise, select No.

NOTE: Each correct selection is worth one point.

Options:

Question 44

A company plans to implement a solution to send a survey after a case is closed.

The survey tool must send the survey with the case number, contact name, and results linked to the case record.

You need to create the survey.

Which tools or components should you use for each requirement? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Options:

Question 45

A company uses social media for marketing.

The company wants to use out-of-the-box Dynamics 365 Marketing functionality to streamline social media marketing.

You need to determine the supported social media activities.

Which action is supported?

Options:

A.

Gel notified when a company is mentioned.

B.

Schedule a post to be published in the future.

C.

Analyze the sentiment of posts about a company.

D.

Automatically follow another account when a specified condition is met

Question 46

A company uses Dynamics 365 Marketing.

You must choose a real-time marketing customer journey type to start the journey.

Which two journey types you can use? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

Options:

A.

Audience-based

B.

Event-based

C.

Scheduled

D.

Customer onboarding

Question 47

A company plans to implement Dynamics 365 Customer Service.

Dynamics 365 Customer Service uses terminology that is different than what the existing customer service solution uses.

You need to create a glossary for employees.

Match each item to its definition. To answer, drag the appropriate definition from the column on the left to its item on the right. Each item may be used once, more than once, or not at all. Each correct match is worth one point.

Options:

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Total 159 questions