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Microsoft Dynamics 365 for Customer Service Question and Answers

Microsoft Dynamics 365 for Customer Service

Last Update Jul 25, 2026
Total Questions : 369

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Questions 1

You need to implement service-level agreements.

Which type of agreements should you implement?

Options:

A.  

On-demand

B.  

Standard

C.  

Enhanced

D.  

Contact

Discussion 0
Questions 2

You need to meet the automatic case creation requirements.

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

NOTE: Each correct selection is worth one point.

Options:

Discussion 0
Questions 3

You need to decide which action is applicable in the SLA.

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

NOTE: Each correct selection is worth one point.

Options:

Discussion 0
Questions 4

You need to create the queue for cases.

What type of queue should you create?

Options:

A.  

Teams

B.  

Public

C.  

Product

D.  

Private

E.  

Service

Discussion 0
Questions 5

You are a Dynamics 365 system administrator.

The customer service desk needs to be able to apply service level agreements (SLAs) on demand to customers that do not have SLAs.

You need to determine how SLAs on demand can be assigned.

What are two possible ways to achieve this goal? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

Options:

A.  

Use an existing customer SLA and change the conditions after assigning the SLA to the customer record.

B.  

Create a new SLA for each case that does not have a customer SLA.

C.  

Go into the SLA configuration and assign it to a customer.

D.  

Automatically apply SLAs to records based on business logic.

E.  

Assign SLAs manually to records.

Discussion 0
Questions 6

You need to create and configure objects to support the requirements.

How should you configure the system? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Options:

Discussion 0
Questions 7

You need to configure the settings to handle customer claims.

Which settings should you configure? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Options:

Discussion 0
Questions 8

You need to ensure that customers cannot open more cases than they are allowed.

Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

Options:

Discussion 0
Questions 9

You need to ensure that claim disputes conform to the defined case life cycle.

What should you configure?

Options:

A.  

Related cases

B.  

Case Relationships

C.  

Timeline

D.  

Status Reason Transition

E.  

Subject

Discussion 0
Questions 10

You need to ensure users can search the knowledge base from a case record.

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

NOTE: Each correct selection is worth one point.

Options:

A.  

Add Knowledge Base Search control to the dashboard.

B.  

Check Knowledge Management from the case entity in the solution.

C.  

Insert the Knowledge Base Search control on the form.

D.  

Select the Knowledge Base Search control from the entity.

E.  

Add the Quick Find option to the views.

Discussion 0
Questions 11

You need to configure the queue for telephone-based cases.

What are two possible ways to achieve this goal? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

Options:

A.  

Create a case from email.

B.  

Define an SLA and entitlements and set entitlement values for case numbers.

C.  

Configure a status reason transition.

D.  

Create a case routing rule.

E.  

Automatically create or update records.

Discussion 0
Questions 12

You need to search for answers to customer claims.

Which type of search should you perform?

Options:

A.  

Timeline

B.  

Quick Find

C.  

Related

D.  

Detail

E.  

Case Relationships

Discussion 0
Questions 13

You need to create the SLAs.

Which three SLAs should you create? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

Options:

A.  

SLA with 24 hours as the failure time and no warning

B.  

SLA with 6 hours as the failure time and a one-hour warning

C.  

SLA with 6 hours as the failure time and no warning

D.  

SLA with one hour as the failure time and no warning

E.  

SLA with 24 hours as the failure time and a two-hour warning

Discussion 0
Questions 14

A customer has three cases in process and two cases for the current calendar year.

You need to determine how many cases the customer has left on their entitlement.

How many cases are left?

Options:

A.  

20

B.  

22

C.  

23

D.  

25

Discussion 0
Questions 15

You need to configure the system to store answers about claims.

Which four actions should you perform in sequence? To answer, move all actions from the list to the answer area and arrange them in the correct order.

Options:

Discussion 0
Questions 16

You need to configure the correct settings.

Which settings should you configure? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Options:

Discussion 0
Questions 17

A company uses Dynamics 365 Customer Service.

Customer service agents must be able to connect individual cases to a Microsoft Teams channel, to enhance productivity and collaboration.

You need to enable this capability for the customer service agents.

Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

Options:

Discussion 0
Questions 18

You are a customer service manager for a company using Dynamics 365 for Customer Service.

You need to set up queues to manage support. You assign a team to each queue.

What type of queue should you configure?

Options:

A.  

Personal

B.  

Private

C.  

Business unit

D.  

Public

Discussion 0
Questions 19

You are a Dynamics 365 for Customer Service administrator creating surveys for Voice of the Customer (VoC).

You need to ensure that VoC survey responses trigger an escalation in support.

Which workflow should you use?

Options:

A.  

VoC – Process Survey Response

B.  

VoC – Close Survey Activity

C.  

VoC – Process NPS Response

D.  

VoC – Process Face Response

Discussion 0
Questions 20

You are provisioning Omnichannel for Customer Service.

You need to configure the system.

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

NOTE: Each correct selection is worth one point.

Options:

Discussion 0
Questions 21

A company uses Omnichannel for Customer Service.

The company has the following requirements for their agents ' conversations with customers:

    Agents must verify a customer ' s information when a chat starts.

    Auto search must be enabled for knowledgebase articles based on case title.

You need to enable agent scripts.

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

NOTE: Each correct selection is worth one point.

Options:

Discussion 0
Questions 22

: 82 HOTSPOT

You are working as a functional consultant for Dynamics 365 Customer Service. No changes have been made to security roles.

You need to ensure that customer service representatives can process cases that have service-level agreements (SLAs) and entitlements. You must grant only the minimum privileges required.

How should you configure security? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Options:

Discussion 0
Questions 23

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.

After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.

You are configuring a business process flow for a case entity.

All cases must be flagged for review.

You need to complete configuration of the business process flow.

Solution: Create an action that generates a task record that is assigned to the case reviewer and appends the text Ready for review to the case topic.

Does the solution meet the goal?

Options:

A.  

Yes

B.  

No

Discussion 0
Questions 24

You are implementing Dynamics 365 for Customer Service.

You need to set up available working hours to help desk representatives who have varying schedules.

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

NOTE: Each correct selection is worth one point.

Options:

Discussion 0
Questions 25

You need to configure entitlements for contracts.

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

NOTE: Each correct selection is worth one point.

Options:

Discussion 0
Questions 26

You need to set up the system for cases going to supervisors.

Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

Options:

Discussion 0
Questions 27

You need to configure the system to meet the three-day and seven-day timeframes.

What should you configure?

Options:

A.  

Entitlement conditions

B.  

Workflows

C.  

Power Automate

D.  

Service Level Agreement conditions

Discussion 0
Questions 28

You need to determine the type of queues to create.

How should access to the queues be configured? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Options:

Discussion 0
Questions 29

You need to choose which tools need to be created and configured to meet the following requirements.

Which tools should you configure? To answer, drag the appropriate tools to the correct requirements. Each tool 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:

Discussion 0
Questions 30

You need to configure the queues.

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

NOTE: Each correct selection is worth one point.

Options:

Discussion 0
Questions 31

You need to add the confirmation step for cases.

What should you edit?

Options:

A.  

Common Data Service

B.  

Business process now

C.  

Workflow

D.  

Power Automate

E.  

Environment

Discussion 0
Questions 32

You need to resolve the live chat routing issue for Agent2.

Which three actions can you perform? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

Options:

A.  

Give Agent2 a high proficiency rating value for a specific HVAC unit

B.  

Verify Agent2 has profile-based capacity available.

C.  

Give Agent2 a high proficiency rating value for language.

D.  

Add a language resource characteristic to the profile of Agent2.

E.  

Verify Agent2 is set as a Contact resource type.

Discussion 0
Questions 33

You need to choose the appropriate actions when using the knowledge base.

Which actions should you choose? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Options:

Discussion 0
Questions 34

You need to select which setting needs to be configured for each setup.

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

NOTE: Each correct selection is worth one point.

Options:

Discussion 0
Questions 35

You need to set up users with permissions to use the digital messaging channels.

Which role should you assign to each user? To answer, drag the appropriate roles to the correct groups of users. Each role 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:

Discussion 0
Questions 36

You need to configure the options for the schedule.

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

NOTE: Each correct selection is worth one point.

Options:

Discussion 0
Questions 37

You need to select the feature for each parameter.

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

NOTE: Each correct selection is worth one point.

Options:

Discussion 0
Questions 38

You need to configure the system to notify managers about unhappy patients.

What should you do?

Options:

A.  

Configure Omnichannel Insights.

B.  

Set a routing rule for escalations.

C.  

Change the value of the Monitor real-time customer sentiment option to Yes .

Discussion 0
Questions 39

You need to configure each escalation scenario.

Which configuration should you use for each scenario? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Options:

Discussion 0
Questions 40

You need to configure the system to meet the workspace requirements for case representatives.

Which role should you assign to case representatives?

Options:

A.  

Owner

B.  

Maker

C.  

Viewer

D.  

Customer Service Schedule Administrator

E.  

CSR Manager

Discussion 0
Questions 41

You need to set up the analytics functionality.

What should you do?

Options:

A.  

Select the System Management menus and configure them in the settings.

B.  

Connect the data through Dynamics 365 Customer Service to Dynamics 365 Customer Service Insights.

C.  

Connect the data through Dynamics 365 Customer Service Insights to Dynamics 365 Customer Service.

D.  

Install the solution and menu items that will appear in Dynamics 365 Customer Service.

E.  

Create a new dashboard in Dynamics 365 Customer Service and select the correct information.

Discussion 0
Questions 42

What should managers use to perform weekly reviews with case representatives?

Options:

A.  

Tier 1 dashboard

B.  

Agent Insights

C.  

Connected Customer Service dashboard

D.  

Customer Service Performance dashboard

Discussion 0
Questions 43

You need to select the steps to create a new macro that will automate opening a new case creation form.

Which four actions should you recommend be performed in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

Options:

Discussion 0
Questions 44

You need to configure OmniChannel to route correctly.

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

NOTE: Each correct selection is worth one point.

Options:

Discussion 0
Questions 45

You need to implement a solution to provide the technician ' s utilization.

Which solution should you use?

Options:

A.  

Create multiple schedule board tabs.

B.  

Use custom web resources.

C.  

Change the board view settings.

D.  

Use default schedule board with filters.

Discussion 0
Questions 46

You need to assign the minimum required security roles to a bot for the customer service supervisor. Which security roles should you use?

Options:

A.  

Omnichannel supervisor and customer service manager

B.  

Omnichannel supervisor and customer service representative

C.  

Omnichannel agent and customer service representative

D.  

Omnichannel agent and Omnichannel supervisor

Discussion 0
Questions 47

You need to configure the SMS workstream.

What should you use?

Options:

A.  

the existing fallback queue

B.  

the work distribution mode set to push

C.  

a new fallback queue

D.  

the work distribution mode set to pull

Discussion 0
Questions 48

You need to identify the productivity tools to use for the agents.

Which tools should you use? To answer move the appropriate tools to the correct requirements. You may use each tool 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:

Discussion 0