Microsoft Dynamics 365 Fundamentals Customer Engagement Apps (CRM) Questions and Answers
A company implements Dynamics 365 Sales. Users are unsure how to perform various tasks.
You need to recommend features to help the company configure the system.
What 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.
A customer purchases Microsoft 365 and Dynamics 365 Sales.
For each of the following statements, select Yes if the statement is true. Otherwise, select No.
NOTE: Each correct selection is worth one point.
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.
A company uses Dynamics 365 Customer Service. The company only uses out-of-the-box features.
A customer service manager plans to use dashboards for the management team.
You need to describe which visualization should be used for each requirement.
Which visualizations should you use? To answer, drag the appropriate visualization to the correct requirement. Each visualization 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.
Your company uses Dynamics 365 Sales.
You need to prepare and send a quote to a customer. What are two possible ways to achieve the goal? NOTE: Each correct selection is worth one point.
A potential customer delays their decision to commit to a big multi-year contract.
You want to find other colleagues who have interacted with the potential customer to discuss strategies.
Which app should you recommend?
You are creating segments in Dynamics 365 Customer Insights - Journeys.
For each of the following statements, select Yes if the statement is true. Otherwise, select No.
NOTE: Each correct selection is worth one point.
You are a project manager for a company that uses Dynamics 365 Project Operations.
You need to determine whether a specific resource has availability to work on a project.
For each of the following statements, select Yes if the statement is true. Otherwise, select No.
NOTE: Each correct selection is worth one point.
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?
An air conditioning company uses Dynamics 365 Field Service.
When a problem is detected with a customer’s air conditioning system, a new case must be opened automatically.
You need to recommend a solution for the company. What should you recommend?
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.
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.
You are the resource manager for an electrical contractor that uses Dynamics 365 Project Operations.
You need to track information about electricians’ qualifications professional licenses, and certifications. Which attribute should you use?
A company plans to implement Dynamics 365 Marketing.
For each of the following statements, select Yes if the statement is true. Otherwise, select No.
NOTE: Each correct selection is worth one point.
A company uses Dynamics 365 Marketing. The company wants an automated solution to test two email designs before launching the entire email campaign.
You need to recommend a solution for the company.
What should you recommend? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
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?
For each of the following statements, select Yes if the statement is true. Otherwise, select No.
NOTE: Each correct selection is worth one point.
A company uses Dynamics 365 Marketing.
Marketing team members must be able to group related customers for campaigns, market research, and surveys.
What 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.
You plan to use Dynamics 365 Customer Voice to gather customer feedback for three different lines of business. You need to determine how each requirement will be fulfilled.
Which objects should you use? To answer, drag the appropriate objects to the correct requirements. Each object 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.
You work for a home decorating company.
You need to ensure that qualifying leads can become project-based opportunities.
What should you do? To answer, select the appropriate option in the answer area.
A company plans to use several Dynamics 365 apps for business operations.
The company plans to use Microsoft Power Platform services to meet several business requirements.
Match each requirement to the Power Platform service.
Instructions: To answer, drag the appropriate Power Platform service from the column on the left to the requirement on the right. Each Power Platform service may be used once, more than once, or not at all.
NOTE: Each correct selection is worth one point.
A customer purchases Microsoft 365 and Dynamics 365 Sales.
For each of the following statements, select Yes if the statement is true. Otherwise, select No.
NOTE: Each correct selection is worth one point.
You are examining the functionality of views in Dynamics 365 Sales.
For each of the following statements, select Yes if the statement is true. Otherwise, select No.
NOTE: Each correct selection is worth one point.
You are investigating the reporting capabilities for Dynamics 365 applications.
For each of the following statements, select Yes if the statement is true. Otherwise, select No.
NOTE: Each correct selection is worth one point.
A company that services air-conditioning equipment is implementing Dynamics 365 Field Service.
You need to recommend the features that the company should implement to meet business requirements. Which features should you recommend? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
You use Dynamics 365 Customer Insights - Journeys and Dynamics 365 Customer Insights - Data.
Select the answer that correctly completes the sentence.
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.
A company is implementing Dynamics 365 Customer Service. You need to recommend features that will meet the requirements.
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.
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?
A company implements Dynamics 365 Customer Service.
For each of the following statements, select Yes if the statement is true. Otherwise, select No.
NOTE: Each correct selection is worth one point.
A company allows customers to submit cases through its website. A case type field on the webform has sales and service options.
You need to add the case automatically to the sales or service queue based on the field value, using only out-of-the-box functionality. What should you configure?
A company plans to implement Dynamics 365 Customer Service.
The company wants to use the system to determine when customers are having an issue and need help. You need to track customer issues until the issues are resolved.
What should you create?
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?
A company plans to implement new support software. You need to recommend solutions for the company.
What should you recommend to meet each requirement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
A company manufactures environmental sensors that can be monitored remotely. Match each component to its definition.
Instructions: To answer, drag the appropriate component from the column on the left to its definition on the right. Each component may be used once, more than once, or not at all. Each correct match is worth one point.
NOTE: Each correct selection is worth one point.
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.
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.
A potential customer delays their decision to commit to a big multi-year contract.
You want to find other colleagues who have interacted with the potential customer to discuss strategies. Which app should you recommend?
A company uses Dynamics 365 Sales.
The company plans to use Dynamics 365 Sales Insights.
You need to recommend features that 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.
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.
A company is working with a potential customer on a multi-year contract. The customer decides to delay their decision to commit to the contract.
You want to find other colleagues who have interacted with the potential customer so that you can discuss strategies with the colleagues to close the deal with the customer.
Which app should you recommend?
A company uses Dynamics 365 Sales.
The company plans to use Linkedln Sales Navigator to increase sales productivity and assist salespersons in their daily duties.
You need to identify potential decision makers for a sale.
Which Linkedln Sales Navigator feature should you use?