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

Microsoft Dynamics 365 Fundamentals Customer Engagement Apps (CRM)

Last Update Sep 22, 2025
Total Questions : 159

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Questions 1

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.

Options:

Discussion 0
Questions 2

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:

Discussion 0
Questions 3

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.

Options:

Discussion 0
Questions 4

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:

Discussion 0
Questions 5

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.

Options:

Discussion 0
Questions 6

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.

Options:

Discussion 0
Questions 7

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:

Discussion 0
Questions 8

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.

Options:

Discussion 0
Questions 9

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.

Options:

Discussion 0
Questions 10

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?

Options:

A.  

Schedule board

B.  

Unified routing for table records

C.  

Universal Resource Scheduling

D.  

Resource scheduling optimization

Discussion 0
Questions 11

A company uses Dynamics 365 Omnichannel for Customer Service. Select the answer that correctly completes the sentence.

Options:

Discussion 0
Questions 12

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

Discussion 0
Questions 13

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?

Options:

A.  

Adjust inventory values.

B.  

Schedule and dispatch the work order.

C.  

Generate an invoice.

D.  

Review and close the work order.

Discussion 0
Questions 14

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?

Options:

A.  

Skills

B.  

Roles

C.  

Rating values

Discussion 0
Questions 15

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.

Options:

A.  

Use Customer Voice to compile results from the existing third-party app.

B.  

Use Power Automate to automatically send Customer Voice surveys.

C.  

Create a survey in Dynamics 365 Marketing and create a campaign to send it to out and collect data.

D.  

Use Customer Voice to collect and analyze survey results.

E.  

Create surveys in Dynamics 365 Marketing by using Questionnaire.

Discussion 0
Questions 16

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.

Options:

Discussion 0
Questions 17

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

Discussion 0
Questions 18

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.

Options:

Discussion 0
Questions 19

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.

Options:

Discussion 0
Questions 20

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:

Discussion 0
Questions 21

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

Options:

A.  

Have recipients open the survey by scanning a QR code from a mobile device.

B.  

Have recipients receive a telephone call from Dynamics 365 Customer Voice with the survey.

C.  

Embed the survey in a webpage.

D.  

Send an email with the survey link from Dynamics 365 Customer Voice.

E.  

Post the survey link on social media from Dynamics 365 Customer Voice.

Discussion 0
Questions 22

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.

Options:

Discussion 0
Questions 23

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?

Options:

A.  

The case continues to remain in the agent’s personal queue until someone else selects the item from the queue.

B.  

The case is removed from all queues.

C.  

The case is removed from the agent’s personal queue and returned to the original support queue.

Discussion 0
Questions 24

You are using Dynamics 365 Field Service inspections.

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

Options:

Discussion 0
Questions 25

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?

Options:

A.  

Field Service Mobile

B.  

Work orders

C.  

Connected Field Service

D.  

Universal Resource Scheduling

E.  

Case management

Discussion 0
Questions 26

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:

Discussion 0
Questions 27

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

Discussion 0
Questions 28

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:

Discussion 0
Questions 29

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.

Options:

A.  

Expand the existing chart.

B.  

Edit the existing chart.

C.  

Select the city field in the drill-down menu.

D.  

Create a new chart.

Discussion 0
Questions 30

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.

Options:

Discussion 0
Questions 31

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.

Options:

Discussion 0
Questions 32

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.

Options:

A.  

Number of hours

B.  

Number of cases

C.  

Initial response time

D.  

Hours of service

Discussion 0
Questions 33

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:

Discussion 0
Questions 34

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.

Options:

Discussion 0
Questions 35

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

Discussion 0
Questions 36

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.

Options:

Discussion 0
Questions 37

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

Discussion 0
Questions 38

Which three capabilities are included in Dynamics 365 Marketing? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

Options:

A.  

Qualify leads

B.  

Case management

C.  

Dynamics 365 Connector for Linkedln

D.  

Project quote management

E.  

Event management

Discussion 0
Questions 39

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.

Options:

Discussion 0
Questions 40

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.

Options:

Discussion 0
Questions 41

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.

Options:

Discussion 0
Questions 42

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.

Options:

Discussion 0
Questions 43

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.

Options:

Discussion 0
Questions 44

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:

Discussion 0
Questions 45

You are a sales representative for a company.

Which Dynamics 365 Sales can you use to manage the sales pipeline?

Options:

A.  

Turning leads into opportunities

B.  

Tracking the asset history of a customer

C.  

Resolving an open case of a customer

D.  

Tracking service level agreements

Discussion 0
Questions 46

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

Discussion 0
Questions 47

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:

Discussion 0