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MB-910 Microsoft Dynamics 365 Fundamentals Customer Engagement Apps (CRM) Questions and Answers

Questions 4

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.

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Questions 5

You manage a call center for a company that uses Dynamics 365 Customer Service.

The call center’s customer service manager wants to renew all expired entitlements to increase the duration of entitlements from six months to one year.

You need to help the customer service manager make the changes. Which status indicates that an entitlement must be renewed?

Options:

A.

Draft

B.

Waiting

C.

Active

D.

Canceled

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Questions 6

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:

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Questions 7

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.

Options:

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Questions 8

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.

Options:

A.

Open the Resource Manager Dashboard and filter Role Utilization by the term expert plumber.

B.

Open the client’s project Gantt chart and filter by the term expert plumber.

C.

Open the Resource Utilization board and filter by the term expert plumber.

D.

Open the Schedule board and filter by the term expert plumber.

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Questions 9

A company plans to implement Dynamics 365 Sales with LinkedIn Sales Navigator.

You need to determine the controls that you should implement.

Which controls should you use? To answer, drag the appropriate controls to the correct requirement. Each control 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:

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Questions 10

A company has a Dynamics 365 Sales implementation. The company wants to perform the following activities:

    View LinkedIn information from within Dynamics 365 Sales.

    Validate Dynamics 365 Sales data by using data from LinkedIn.

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.

Options:

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Questions 11

A company is implementing Dynamics 365 Customer Service. You need to recommend features that will meet the requirements.

Which features 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:

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Questions 12

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:

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Questions 13

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?

Options:

A.

Timeline attachment

B.

Word template

C.

Documents tab

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Questions 14

A company uses Dynamics 365 Marketing. The company wants an automated solution to test two email designs before launching the entire email campaign.

You need to recommend a solution for the company.

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

NOTE: Each correct selection is worth one point.

Options:

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Questions 15

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:

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Questions 16

A company wants an application that meets the following requirements:

    Display the latest news about the company.

    Recommend leads to sales team members.

You need to identify an application to meet the requirements. What should you recommend?

Options:

A.

Dynamics 365 Customer Service

B.

Linkedln Campaign Manager

C.

Dynamics 365 Sales Insights

D.

Linkedln Sales Navigator

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Questions 17

You are a project manager for a company that uses Dynamics 365 Project Operations.

You need to determine whether a specific resource has availability to work on a project.

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:

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Questions 18

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.

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Questions 19

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.

Options:

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Questions 20

A company implements Dynamics 365 Sales.

You need to recommend the features to implement that meet the following requirements:

    Display a landing page when a sales manager signs in that shows the pipeline, top leads, open opportunities, and won opportunities.

    Display an interactive list that allows sales representatives to see details for their accounts including the name, address, phone number, contact, and last contact date for the account. Allow sorting by any column.

Which features 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:

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Questions 21

A customer service supervisor uses the Omnichannel Sentiment Analysis dashboard. You need to describe how the dashboard can be personalized.

Which two personalization options can you use? Each correct answer presents a complete solution. NOTE Each correct selection is worth one point.

Options:

A.

tile rearranging

B.

bookmarks

C.

filters

D.

sorting

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Questions 22

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.

Options:

A.

Knowledge base with Relevance search

B.

Parent and Child case settings

C.

Case management with Related Similar cases

D.

Routing rule sets

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Questions 23

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:

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Questions 24

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.

Options:

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Questions 25

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.

Options:

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Questions 26

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?

Options:

A.

Microsoft Excel

B.

Microsoft Outlook

C.

Dynamics 365 Sales Insights

D.

Microsoft Teams

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Questions 27

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:

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Questions 28

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

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Questions 29

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:

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Questions 30

A company uses Dynamics 365 Sales.

The company must use Export to Excel to edit multiple records. Microsoft Dataverse must update automatically.

You need to select the option.

Which option should you select?

Options:

A.

Dynamic PivotTable

B.

Static worksheet

C.

Dynamic worksheet

D.

Open in Excel Online

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Questions 31

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

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Questions 32

A company uses Dynamics 365 Field Service. Technicians in the company use the Field Service mobile app to complete tasks when the technician is located at a customer site.

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:

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Questions 33

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:

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Questions 34

A company uses Dynamics 365 Sales and Dynamics 365 Customer Service apps. Technicians doing repair work should not have access to customer orders and invoices. You need to limit the technicians" access to data. Which feature should you use?

Options:

A.

Data loss prevention policy

B.

Role-based security

C.

Environment-level security

D.

Row-level security

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Questions 35

A cable installation company is implementing Dynamics 365.

You need to recommend Dynamics 365 applications for the company.

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

NOTE: Each correct selection is worth one point.

Options:

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Questions 36

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.

Options:

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Questions 37

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.

Options:

A.

Scheduled

B.

On Break

C.

Traveling

D.

Closed-Posted

E.

Open-Unscheduled

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Questions 38

A company plans to use Dynamics 365 Customer Insights - Journeys. You need to describe app event functionality. 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:

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Questions 39

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.

Options:

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Questions 40

You use Dynamics 365 Customer Insights - Journeys and Dynamics 365 Customer Insights - Data.

Select the answer that correctly completes the sentence.

Options:

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Questions 41

A company uses Dynamics 365 Customer Insights.

Select the answer that correctly completes the sentence.

Options:

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Questions 42

A company implements Dynamics 365 Customer Service for their support desk.

Agents resolve issues based on their own personal experiences or they must try to recreate the problem. This is causing customer satisfaction issues as resolution time is longer than expected and not consistent.

You need to implement a solution to improve consistency of answers and ensure that agents can share their answers.

What should you implement?

Options:

A.

Service level agreements

B.

Customer Service Insights

C.

Power Automate to transfer cases

D.

Knowledge base management

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Questions 43

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:

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Questions 44

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

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Questions 45

A company plans to implement Dynamics 365 Customer Service.

Dynamics 365 Customer Service uses terminology that is different than what the existing customer service solution uses.

You need to create a glossary for employees.

Match each item to its definition. To answer, drag the appropriate definition from the column on the left to its

item on the right. Each item may be used once, more than once, or not at all. Each correct match is worth one point.

Options:

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Questions 46

All employees at a company work eight hours each day Monday through Friday. A resource named Resource1 has 40 hours available for a specific week.

You need to schedule Resource1 to work on a project during that week. The resource must work the hours detailed below:

Which allocation method should you use?

Options:

A.

Remaining capacity

B.

Percentage capacity

C.

Full capacity

D.

Front-load hours

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Questions 47

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.

Options:

A.

Create custom forms.

B.

Embed Power Bl reports in a system dashboard.

C.

Create charts.

D.

Create reports in the report wizard.

E.

Import Excel data.

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Exam Code: MB-910
Exam Name: Microsoft Dynamics 365 Fundamentals Customer Engagement Apps (CRM)
Last Update: Dec 3, 2024
Questions: 159

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