Microsoft Dynamics 365 Fundamentals Customer Engagement Apps (CRM)
Last Update Sep 22, 2025
Total Questions : 159
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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 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 is using Dynamics 365 Customer Insights - Journeys to collect customer contact information. The company plans to send marketing emails to customers who have similar characteristics. You need to configure a group of contacts based on common characteristics. Select the answer that correctly completes the sentence.
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.
An air-conditioning repair company uses Dynamics 365 Field Service, Customers and users report several issues. What should you use to resolve each issue? To answer, select the appropriate options in the answer area. 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.
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.
A company plans to combine data from Dynamics 365 Customer Service with other Microsoft apps and services. 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.
A company has a large number of technicians that work in the field.
You need to ensure that Dynamics 365 Field Service can automatically schedule work to minimize travel time for technicians.
What should you implement?
A company uses Dynamics 365 Omnichannel for Customer Service. Select the answer that correctly completes the sentence.
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.
You use Dynamics 365 Field Service.
Each time a customer contacts a call center to request service, you plan to send a technician to the customer’s location. You receive a service request and create a work order.
You need to identify the next step in the process. What should you do next?
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 uses Dynamics 365 Marketing. The company uses a third-party app to send email surveys to prospects to better understand their business needs.
There is currently no link to prospect records and users report that the survey management process is manual and is difficult to manage.
You need to automate the survey process and streamline collection and analysis of responses.
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 Customer Service.
A customer service agent needs to understand how knowledge search works.
How should you explain this feature?
Select the answer that correctly completes the sentence.
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?
A company uses Dynamics 365 Customer Service.
You need to recommend solutions to help the company meet the following business requirements:
Detect and diagnose equipment problems before customers are aware of an issue. Create cases from social channels and SMS text messages.
Use context-specific knowledge articles to solve customer issues quickly.
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.
An IT manager must modify the default Dynamics 365 Sales app and add a custom sales report to the app.
You need to describe the actions required.
Which actions should you perform for each requirement? To answer, select the appropriate options in the answer area.
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.
You create a survey by using Dynamics 365 Customer Voice.
You need to share the survey with customers.
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.
A company uses Dynamics 365 Customer Service.
The company plans to use support queues to organize and monitor the progress of cases. Customer support agents will select cases from queues in which they are members. Agents release case items if they are not able to continue working on a case.
Which statement describes what happens when a case item is released from the queue?
You are using Dynamics 365 Field Service inspections.
For each of the following statements, select Yes if the statement is true. Otherwise, select No.
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 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.
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.
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.
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 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 is using Dynamics 365 Customer Service for case management.
The company must use entitlements to enforce limitations on customer ticket creation.
You need to design the entitlement terms.
Which two metrics should you use? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
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.
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.
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?
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.
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.
Which three capabilities are included in Dynamics 365 Marketing? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.
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 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 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.
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 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 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.
You are a sales representative for a company.
Which Dynamics 365 Sales can you use to manage the sales pipeline?
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 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.