You are designing reports for a pharmacy. The pharmacy uses Dynamics 365 Sales.
Match each tool to the reporting requirements.
Instructions: To answer, drag the appropriate tool from the column on the left to the requirements on the right. Each tool may be used once, more than once, or not at all.
NOTE: Each correct match is worth one point.
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 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 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.
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 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 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 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 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.
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.
Your company uses Dynamics 365 Sales.
You need to prepare and send a quote to a customer. What are two possible ways to achieve the goal? NOTE: Each correct selection is worth one point.
You use Dynamics 365 Sales to manage leads.
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 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 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 uses Dynamics 365 Sales with out-of-the-box forms. Users must view logged phone calls and meetings for contacts. Which feature includes phone calls and meetings?
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?
A company uses Dynamics 365 Sales.
The company plans to use Linkedln Sales Navigator to increase sales productivity and assist salespersons in their daily duties.
You need to identify potential decision makers for a sale.
Which Linkedln Sales Navigator feature should you use?
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 Field Service. The company plans to use built-in scheduling 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.
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 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.
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.
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.
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 allows customers to submit cases through its website. A case type field on the webform has sales and service options.
You need to add the case automatically to the sales or service queue based on the field value, using only out-of-the-box functionality. What should you configure?
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 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 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.
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 uses Dynamics 365 Customer Service. Incoming case records are assigned to queues.
Cases need to be assigned to employees based on predetermined criteria.
You need to determine which routing rules to configure.
Which routing rules should you configure?
To answer, drag the appropriate rule types to the correct needs. Each rule type 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.
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?
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 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.
A new salesperson has user access in Microsoft 365 and salesperson privileges in Dynamics 365 Sales.
The salesperson cannot recall the Dynamics 365 Sales app URL.
You need to provide a location where the user can access the app.
Which URL should you provide?
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 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.
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.
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.
A company plans to implement a solution to send a survey after a case is closed.
The survey tool must send the survey with the case number, contact name, and results linked to the case record.
You need to create the survey.
Which tools or components should you use for each requirement? To answer, select the appropriate options in the answer area.
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?
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.
You are using Dynamics 365 Field Service inspections.
For each of the following statements, select Yes if the statement is true. Otherwise, select No.
A company plans to implement Dynamics 365 Customer Voice.
Instructions: 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 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?