Microsoft Dynamics 365 Fundamentals Customer Engagement Apps (CRM) Questions and Answers
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 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?
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 Field Service.
The company uses a manual process to create and schedule work orders. The company wants to optimize scheduling and reduce assisted support costs.
You need to recommend appropriate features of Dynamics 365 Field Service to 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 is using Dynamics 365.
The company plans to converse with customers through social media.
You need to recommend a solution that provides conversation with customers.
What should you recommend?
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 plan to use sales forecasts in Dynamics 365 Sales.
You need to explain how forecasts can benefit the salesperson, their manager, and the sales enablement manager.
Which forecasting benefits should you explain? To answer, move the appropriate forecasting benefits to the correct sales role. You may use each forecasting benefit 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.
A company plans to use Dynamics 365 Sales.
The company requires every Al feature related to sales be available.
You need to determine which solution to use.
Which solution should you identity?
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.
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.
A service company is planning to implement a new system. You evaluate whether the company’s requirements can be met by using Dynamics 365 Field Service without customizations.
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 leads and opportunities to track potential sales. Salespeople have a difficult time determining prioritizing opportunities. You need to ensure opportunities are categorized to ensure sales efficiency. Which feature should you implement?
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.
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?
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 integrates LinkedIn Campaign Manager with Dynamics 365 Marketing.
Which two actions can the company perform using out-of-the-box features? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
You work as a technician and receive your work assignments by using cases in Dynamics 365 Sales.
You need to review the timeline for a case that you are managing. Which type of activity appears in the case timeline?
A company uses agent productivity tools in Dynamics 365 Customer Sen/ice to assist users with their work. The company does not plan to use knowledge management. Users require a solution that provides the following implementations:
• Reduce the number of user actions to send an email to a customer outside of a conversation.
• Provide step-by-step instructions to ensure accurate legal disclaimers are always given when users speak to customers.
You need to recommend a solution.
Which tool should you recommend? To answer, move the appropriate tool to the correct requirement. 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.
A company schedules technicians by using Dynamics 365 Field Service.
You need to demonstrate to the customer which tools are used for the different scheduling types.
Match each tool to its scheduling type.
To answer, drag the appropriate tool from the column on the left to its scheduling type on the right. Each tool may be used once, more than once, or not at all. Each correct match is worth one point.
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 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?
Dynamics 365 Customer Service has the following requirements:
Issues created on a website must be added to Dynamics 365 Customer Service.
A customer must be limited to opening no more than 10 issues a month.
Escalations must be organized into an area that ensures managers can view escalated issues.
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.
You use Customer Insights - Data.
You need to evaluate sales data to identity whether you are meeting business goals. Which object should you create to evaluate the data?
A company uses Dynamics 365 Customer Service to manage its warehouse and customer service department.
The manager wants to improve productivity.
You need to recommend a solution.
Which products should you recommend? To answer, drag the appropriate products to the correct requirements. 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 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.
A company uses Dynamics 365 Field Service. The company sends employees to customer sites for
repairs. Work orders are created for repairs. No customizations have been made.
A work order status must be automatically changed to the correct stage when resources are booked.
Which three bookable resource statuses should you use?
Each correct answer presents a complete solution.
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.
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?
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.
You are configuring Dynamics 365 Remote Assist to use with Dynamics 365 Field 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.
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.
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 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 company uses Dynamics 365 Field Service.
You create a work order from a case. A field service administrator schedules the work order. A technician arrives at the site of the work order and is ready to begin work on time.
What is the status of the work order?
A company uses Dynamics 365 Field Service.
Employees need to schedule bookings while viewing work order details.
Which feature should you recommend?
Select the answer that correctly completes the sentence.
A manufacturing company plans to implement Dynamics 365 Field Service.
You need to determine which features are needed to meet the company’s requirements.
Which features should you implement? 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 social media for marketing.
The company wants to use out-of-the-box Dynamics 365 Marketing functionality to streamline social media marketing.
You need to determine the supported social media activities.
Which action is supported?
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 Customer Service. The customer service department for a retailer hires temporary employees to work during peak seasons.
Temporary employees take much longer to resolve cases than seasoned employees.
You need to recommend features that will help employees find information needed to resolve cases. Which two options should you recommend? Each correct answer presents a complete solution.
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.
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 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 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 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 Sales. The following groups of users must be able to perform specific activities with account data.
You need to export data for each group of users. Which export options should you recommend?
To answer, drag the appropriate export options to the correct user groups. Each export option 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 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.