Microsoft Dynamics 365 Fundamentals Customer Engagement Apps (CRM)
Last Update Apr 25, 2024
Total Questions : 143
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A company has a Dynamics 365 Sales implementation. The company wants to perform the following activities:
Which products should you use to perform each task? To answer, drag the appropriate products to the correct tasks. 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.
A company calibrates and services medical equipment for customers across the United States. The company employs a large number of service technicians.
The company often does not assign service jobs to the technician that is geographically closest to the customer.
The company wants to use location auditing in Dynamics 365 Field Service to display each technician’s location on a map.
You enable location tracking.
Where should you navigate to see the technician locations on a map? To answer, select the appropriate option in the answer area.
A customer plans to use knowledge articles to share information as cases are resolved.
For each of the following statement, select Yes if the statement is true. Otherwise, select No.
NOTE: Each correct selection is worth one point.
Dynamics 365 Customer Service has the following requirements:
You need to identify the areas in the system that meet the requirements.
Which area should you identify? To answer, drag the appropriate areas to the correct requirements. Each area 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 plans to implement Omnichannel for 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 consulting firm uses Dynamics 365 Project Operations to manage the following types of work for clients:
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.
You work for a job placement agency that uses Dynamics 365 Project Operations.
A client needs an expert plumber to handle an emergency situation at their office. You need to identify an expert plumber for the client.
What are two possible ways to achieve this goal? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.
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. Users must be able to attach notes to the proposal.
You need to recommend an app for the company. Which app should you recommend?
You have a chart that displays a summary of accounts by industry.
You need a chart that displays the same data grouped by city. You must be able to access the chart at a later date.
What are two possible ways to achieve this goal? Each correct answer presents a complete solution.
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 organizes and runs conferences and other events. The company is considering using Dynamics 365 Marketing.
The company wants to ensure that they can implement key marketing features without requiring any customizations.
Which three capabilities does Dynamics 365 Marketing support using out-of-the-box functionality? Each
correct answer presents part of the solution.
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.
A company uses Dynamics 365 Customer Insights - Journeys and Dynamics 365 Customer Voice.
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 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 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.
A company sells and services commercial refrigeration equipment. The company is implementing Dynamics 365 Project Operations.
You need to ensure that you can select a service technician for an assignment that has the required expertise to address the equipment issues reported by a customer.
Which two features should you use? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
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?
A company uses Dynamics 365 Customer Voice.
You need to distribute surveys to different groups of anonymous users by using built-in tools.
Which distribution methods should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
A company uses Dynamics 365 Project Operations. You use the Project Operations Team Member app. You need to correct a submitted time entry.
Which functionality should you use? To answer, drag the appropriate functionalities to the correct scenarios. Each functionality 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 wants an application that meets the following requirements:
You need to identify an application to meet the requirements. What should you recommend?
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.
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.
You are a sales representative for a company.
Which Dynamics 365 Sales can you use to manage the sales pipeline?
A company uses Dynamics 365 Field Service. The company manufactures and sells medical equipment to hospitals. The company also manufactures parts for all equipment they sell.
You need to ensure that you can track equipment inspections, maintenance, and repairs. You must also be able to provide a replacement for faulty equipment that cannot be repaired on site.
What should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
A company uses Dynamics 365 Customer Insights.
Select the answer that correctly completes the sentence.
Sales representatives need a view of all of their customers and the statistics that relate to these customers.
You need to identify how to create visuals for sales representatives to analyze and compare the data for multiple accounts.
What are three possible ways to achieve this goal? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
A company that provides house cleaning services uses Dynamics 365 Customer Service.
The company wants to set up service scheduling. The company needs to gather the following information:
• Cities in which services are offered.
• Personnel and equipment needed to perform services.
• Availability of personnel.
You need to recommend configuration options.
Which configuration option should you recommend? To answer, drag the appropriate configurations to the correct requirements. Each configuration 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.
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?
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 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.
A company wants to be able to give quotes to customers from their parts list.
You need to recommend a solution for the company. What should you recommend?
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 heating and cooling company uses many disparate systems to track technicians and the work performed at customer sites.
A dispatcher wants to implement Dynamics 365 Field Service. The dispatcher needs to ensure that all their current processes can be performed with the new system.
Match each requirement to the lifecycle stage in Dynamics 365 Field Service.
Instructions: To answer, drag the appropriate lifecycle stage from the column on the left to its requirement on the right. Each lifecycle stage may be used once, more than once, or not at all.
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.
You are evaluating activity records 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.
All employees at a company use Office 365. You are setting up Dynamics 365 Sales for the company. Only some employees will have licenses for Dynamics 365 Sales.
You need to recommend solutions for the company.
What should you recommend? To answer, drag the appropriate solutions to the correct requirements. Each solution 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.
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 customer needs a cost-effective sales solution that can display current news about a lead or an account.
You recommend Microsoft Relationship Sales.
Which two products are included in Microsoft Relationship Sales? Each correct answer presents part of the solution.
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.
Which features are available in Dynamics 365 Marketing?
For each of the following features, select Yes if the feature is available. Otherwise, select No.
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.