Deck 1 Flashcards

1
Q

You are a Dynamics 365 for Customer Service system administrator. You create an app for the sales team.
Members of the sales team cannot access the app.
You need to ensure that sales team members can access the app.
Where should you configure app permissions?

A. Dynamics administration center
B. Manage Roles
C. Dynamics 365 home
D. Security Roles

A

Correct Answer: B

Explanation/Reference: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/manage-access-apps-security-roles

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2
Q

You are a Dynamics 365 for Customer Service system administrator. You create a business rule for the Case form. The business rule marks some fields as required when the Created On date field does not equal the Modified On date field.
You activate the business rule. The form does not mark the specified fields as required when the condition is met.
You need to determine the cause of the issue.
What is the cause?

A. the Created On and Modified On date fields are not included on the form.

B. the Created On and Modified On date fields are in a hidden tab on the form.

C. Created On and Modified On are system fields and cannot be used in business rules.

D. the fields to be required are set to Optional at the field property level.

A

Correct Answer: A

Explanation/Reference: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/create-business-rules-recommendations-apply-logic-form

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3
Q

You are a Dynamics 365 for Customer Service system administrator. You create a custom entity named Buildings and add it to the Sales app.
When a user views the Buildings form, a field for Location is missing. You create the field, but the user cannot see it.
You need to make the Location field visible to the user.
What should you do?

A. Add the Location field to the Buildings view.
B. Publish customizations.
C. Change privileges to the user’s security role.
D. Create a new Buildings form.

A

Correct Answer: B

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4
Q

You are a Dynamics 365 for Customer Service administrator for a help desk.
Help desk representatives need to send emails to all contacts that are associated with cases. The emails must provide the status for the case, use similar formatting, and include the following infor-mation:
- Contact name
- Case number
- Case title
- Case status
- Representative name
You need to create an email template for the system.
Which four actions should you perform in sequence?

A. Add data values under the Contact entity related to the account.
B. Convert the template to a personal template
C. Add data values from the Case entity
D. Publish the template
E. Save the template
F. Add data values under the Account entity
G. Send a direct email from the Case view to desired cases
H. Create an email template for the case

A
Correct Answer
H. Create an email template for the case
C. Add data values from the Case entity
A. Add data values under the Contact entity related to the account.
E. Save the template
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5
Q

You are a Dynamics 365 for Customer Service administrator for Contoso, Ltd. A user named Eliza-beth Rice signs in to Dynamics 365 by using the following sign in name: Elisa-beth.Rice@contoso.com.
After marriage, Elisabeth changes her legal name to Elisabeth Mueller.
You need to update the sign in name for the user without losing any application history.
Solution: Change Elisabeth’s username in the user record from Dynamics 365.

Does the solution meet the goal?
A. Yes
B. No

A

Correct Answer: A

Explanation/Reference: https://support.microsoft.com/en-us/help/930853/how-to-change-the-user-name-and-the-logon-name-for-a-user-record-in-mi

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6
Q

You are a Dynamics 365 for Customer Service system administrator.
Your organization does not permit the use of custom code for solutions.
You need to create a view that can be viewed by all users in an organization.
Where should you create the view?

A. Templates area
B. System Settings
C. App Designer
D. Advanced Find

A

Correct Answer: C

Explanation/Reference: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/create-edit-views-app-designer

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7
Q

You are a Dynamics 365 Customer Service system administrator. You export a solution containing customization from the development environment and import the solution into a quality assurance environment.
You need to allow removal of the customization and solution from the quality assurance environ-ment.
What should you do?

A. Export the solution as managed.
B. Update the publisher prefix to new.
C. Publish all customizations.
D. Export the solution as unmanaged.

A

Correct Answer: D

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8
Q

You export a Microsoft Excel workbook from Dynamics 365. The workbook contains 10,000 rows of data. You email the workbook and a description of the data to another user.
The user reports that they can only see 500 rows of data. You need to determine why the user can-not view all the data.
Why is the user unable view all available data?

A. You exported a static worksheet. The user does not have the appropriate security role in Dy-namics 365 to see all records.

B. You exported a PivotTable worksheet. The user does not have the appropriate security role in Dynamics 365 to see all records.

C. You created a chart in Dynamics 365 Customer Engagement and exported the chart.

D. You ran a report in Dynamics 365 Customer Engagement and then saved the report as an Ex-cel file.

A

Correct Answer: D

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9
Q

You are a Dynamics 365 for Customer Service system administrator. You create a parent entity and a child entity. The parent entity has a 1:N relationship with the child entity.
You need to ensure that when the owner changes on the parent record that all child records are assigned to the new owner.
You need to configure the relationship behavior type.
What should you use?

A. Parental
B. Restrict
C. Referential
D. Referential, Restrict Delete

A

Correct Answer: A

Explanation/Reference: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/create-and-edit-1n-relationships#relationship-behavior

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10
Q

You are developing a Dynamics 365 app for a bank. The app must display information about loan accounts and the customers assigned to those items.
You need to model the relationships between objects used by the app.
Solution: Create a diagram that shows the following information: application ribbon, entity fields, entity form, message, option set, site map, and web resources.
Does the solution meet the goal?

A. Yes
B. No

A

Correct Answer: B

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11
Q

You are developing a Dynamics 365 app for a bank. The app must display information about loan accounts and the customers assigned to those items.
You need to model the relationships between objects used by the app.
Solution: Create an entity relationship diagram. Model ownership, one-to-one, one-to-many, and many-to-many relationships as well as fields per entity that are required.
Does the solution meet the goal?

A. Yes
B. No

A

Correct Answer: A

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12
Q

You are developing a Dynamics 365 app for a bank. The app must display information about loan accounts and the customers assigned to those items.
You need to model the relationships between objects used by the app
Solution: Generate entity diagrams by using the metadata diagram tool.
Does the solution meet the goal?

A. Yes
B. No

A

Correct Answer: A

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13
Q

You are a Dynamics 365 for Customer Service administrator for Contoso, Ltd. A user named Eliza-beth Rice signs in to Dynamics 365 by using the following sign in name: Elisa-beth.Rice@contoso.com.
After marriage, Elisabeth changes her legal name to Elisabeth Mueller.
You need to update the sign in name for the user without losing any application history.
Solution: Ask the Microsoft 365 administrator to sign in to the admin portal and change the user name.
Does the solution meet the goal?

A. Yes
B. No

A

Correct Answer: B

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14
Q

You are a Dynamics 365 for Customer Service system administrator.
You must use Microsoft Flow to create an opportunity from a Microsoft Excel workbook.
You need to ensure Flow will trigger on the Opportunity entity.
What should you do?

A. Enable connections.
B. Add the timeline control.
C. Enable business process flow.
D. Enable change tracking.

A

Correct Answer: A

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15
Q

You are a Dynamics 365 for Customer Service system administrator. You implement Dynamics 365 for a customer.
The customer wants to use Microsoft OneNote in Dynamics for a custom entity. The OneNote tab does not appear in the Timeline.
You need to make the tab visible.
What should you do first?

A. Enable the entity for Microsoft SharePoint document management.

B. Grant access in the user’s security role.

C. Check document management for the entity in the default solution.

D. Grant access under the user’s product licenses.

A

Correct Answer: A

Explanation/Reference: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/set-up-onenote-integration-in-dynamics-365

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16
Q

You are a Dynamics 365 for Customer Service system administrator. Your organization deploys Dynamics 365 for Outlook.
The sales team reports the following synchronization issues between Dynamics 365 and Outlook:
Microsoft PowerPoint presentations are missing from meeting invitations that are sent from Dynam-ics 365. Outlook task lists are not visible in Dynamics 365.
You need to enable system settings to help address these issues.
Which two settings should you enable? Each correct answer presents part of the solution.
Note: Each correct selection is worth one point.

A. Exchange folder-level tracking.
B. Synchronize appointment attachments with Outlook or Exchange.
C. Synchronize tasks that assigned in Outlook.
D. Go Offline

A

Correct Answer: B, C

Explanation/Reference: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/outlook-addin/admin-guide/configure-synchronization-appointments-contacts-tasks

17
Q

You create and share a Microsoft Flow button for the Account entity. The button sends a Microsoft Teams meeting invitation from Dynamics.
Which users can view the flow button run history?

A. Each user can only view their run history.
B. System administrator may only view the run history.
C. Only the user who creates the button can view the run history for all users.
D. Every user can view all run history.
E. People with the appropriate role can see all run history.

A

Correct Answer: C

Explanation/Reference: https://docs.microsoft.com/en-us/flow/share-buttons

18
Q

You manage the Dynamics 365 for Customer Service environment for an organization.
Microsoft SharePoint will not be deployed in the environment for a year.
You need to integrate Microsoft Office 365 solutions with the Dynamics 365 instance to help the sales team with internal collaboration efforts.
Which three solutions can you currently implement? Each correct answer presents part of the solu-tion.
Note: Each correct selection is worth one point.

A. Microsoft OneDrive for Business
B. Microsoft Yammer
C. Microsoft OneNote
D. Microsoft Exchange Online
E. Microsoft Skype for Business
A

Correct Answer: B, D, E

Explanation/Reference: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/add-office-365-online-services

19
Q

You are a Microsoft Dynamics 365 administrator for Contoso, Ltd. A user named Elizabeth Rice signs in to Dynamics 365 by using the following sign in name: Elisabeth.Rice@contoso.com.
After marriage, Elisabeth changes her legal name to Elisabeth Mueller.
You need to update the sign in name for the user without losing any application history.
Solution: From Dynamics 365, select Email Configuration. In the active mailbox for the user, up-date the name.
Does the solution meet the goal?

A. Yes
B. No

A

Correct Answer: B

20
Q

You are a Dynamics 365 for Customer Service system administrator.
The sales team must be able to take photos and record audio notes for use in Dynamics 365.
You need to integrate Dynamics 365 with Microsoft OneNote.
What should you do first?

A. Enable Microsoft Office 365 Groups.
B. Configure security privileges.
C. Enable Microsoft OneDrive for Business.
D. Enable server-based Microsoft SharePoint integration.

A

Correct Answer: D

Explanation/Reference: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/set-up-onenote-integration-in-dynamics-365

21
Q

You export a Microsoft Excel workbook from Dynamics 365. The workbook contains 10,000 rows of data. You email the workbook and a description of the data to another user.
The user reports that they can only see 500 rows of data.
You need to determine why the user cannot view all the data.
Why is the user view all available data?

A. You exported a static worksheet and the columns are automatically hidden from other users.

B. You exported a dynamic worksheet. The user does not have the appropriate security role in Dynamics 365 to see all records.

A

Correct Answer: C

22
Q

You are a Dynamics 365 for Customer Service system administrator. You use the Data Perfor-mance tool. There are 14 items in the All Data Performance Logs view. Some log items detail posi-tive operational impact percentages while others detail negative operational percentages.
Users report that the system is less responsive than in the past.
You need to improve system performance.
Solution: Select optimize for log items that have optimizations available and that have a positive operational impact percentage.
Does the solution meet the goal?

A. Yes
B. No

A

Correct Answer: B

23
Q

You are a Dynamics 365 for Customer Service system administrator. You use the Data Perfor-mance tool. There are 14 items in the All Data Performance Logs view. Some log items detail posi-tive operational impact percentages while others detail negative operational percentages.
Users report that the system is less responsive than in the past.
You need to improve system performance.
Solution: Select optimize for log items to remove Microsoft SQL Server indexes which may not be used and that slow performance.
Does the solution meet the goal?

A. Yes
B. No

A

Correct Answer: B

24
Q

You are a Dynamics 365 for Customer Service system administrator. You use the Data Perfor-mance tool. There are 14 items in the All Data Performance Logs view. Some log items detail posi-tive operational impact percentages while others detail negative operational percentages.
Users report that the system is less responsive than in the past.
You need to improve system performance.
Solution: Select optimize for log items that have optimizations available and an operational impact of zero percent.
Does the solution meet the goal?

A. Yes
B. No

A

Correct Answer: A

25
Q

On a Contact record, a user creates a note that contains the word running.
One week later, the user reports that they cannot find the Contact record associated with the note.
You need to find the note.
Solution: Use Categorized Search to search for the word run.
Does the solution meet the goal?

A. Yes
B. No

A

Correct Answer: A

26
Q

On a Contact record, a user creates a note that contains the word running.
One week later, the user reports that they cannot find the Contact record associated with the note.
You need to find the note.
Solution: Use Relevance Search to search for the word run.
Does the solution meet the goal?

A. Yes
B. No

A

Correct Answer: A

27
Q

On a Contact record, a user creates a note that contains the word running.
One week later, the user reports that they cannot find the Contact record associated with the note.
You need to find the note.
Solution: Use Quick Find Search on the Notes list to search for the word run.
Does the solution meet the goal?

A. Yes
B. No

A

Correct Answer: B

28
Q

You are a Dynamics 365 for Customer Service developer. You have a solution that uses release version 2.4.2.6. You clone the solution and apply an update.
You must assign the cloned solution a new version number using the Microsoft recommended ver-sioning system.
You need to set the version number for the new solution.
Which version number should you set?

A. 2.4.3.7
B. 2.5.0.1
C. 2.5.3.6
D. 3.1.2.7

A

Correct Answer: B

Explanation/Reference: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/use-segmented-solutions-patches-simplify-updates

29
Q

You manage a Dynamics 365 for Customer Service instance. You must modify the unit price from two decimal places to four decimal places. You need to ensure the unit price displays with four dig-its after the decimal. What should you configure?

A. Currency Precision to use four decimal places.
B. Base Currency to use four decimal places.
C. Currency field type to whole number.
D. Currency Conversion to use four decimal places.

A

Correct Answer: A

30
Q

You manage Dynamics 365 for Customer Service Development, Test, and Production instances. You use an unmanaged solution to develop customizations and deploy the customizations to a Pro-duction instance.
Several deployed customizations do not meet legal standards. You delete the unmanaged solution and the customizations remain.
You need to remove the customizations.
What should you do?

A. Change the publisher settings.
B. Install the previous solution.
C. Manually remove each customization.
D. Change the version number on the unmanaged solution to the previous version.

A

Correct Answer: C

31
Q

You manage a Dynamics 365 for Customer Service instance.
You need to add Voice of the Customer to the instance.
What should you do?

A. Sign in to the Sandbox instance. Create the solution with Voice of the Customer entities, test Voice of the Customer, and then import the solution into the production instance.

B. Select the Application tab in the Dynamics 365 admin center. Configure Voice of the Customer.

C. Download Voice of the Customer from the Microsoft website. Import the solution into the Dy-namics 365 instance.

D. Search AppSource for Voice of the Customer. Import the solution.

E. Add the correct role to each user to allow them to use the Voice of the Customer solution.

A

Correct Answer: B

Explanation/Reference: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/voice-of-customer/install-solution

32
Q

You are a Dynamics 365 for Customer Service system administrator. You create a workflow that requires customizations to automate lead follow-up activities.
You need to migrate the production customizations to this new Dynamics 365 production instance. You must not migrate any data to the production instance.
Which five actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

Select and Place:

  • Select the Production instance and select Backup and Restore
  • In Microsoft Office 365 admin center, select the instance tab
  • In the Copy Instance page, select Copy
  • Select Full Copy
  • Select the Production instance and click Copy.
  • Select Minimal Copy
  • Select the Target instance
  • In Dynamics 365 admin center, select the Instance tab
A
  • In Dynamics 365 admin center, select the Instance tab
  • Select the Production instance and click Copy.
  • Select the Target instance
  • Select Minimal Copy
  • In the Copy Instance page, select Copy
33
Q

You are a Dynamics 365 for Customer Service developer. You create a custom entity and add cus-tom fields to the case entity.
You must create a solution to include only the custom entity and case entity changes. The solution must allow import and export without errors.
You need to create the solution.
Which two actions should you perform? Each correct answer presents part of the solution.
Note: Each correct selection is worth one point.

A. Add an existing unused entity to the solution. Rename the entity to the custom entity. Add fields needed for the case entity.

B. Create a case entity in the new solution and add the custom fields to the new case entity.

C. Create the custom entity and custom fields in the case entity within the default solution.

D. Create the custom entity in the new solution and add the appropriate fields, forms, and views.

E. Create a new solution and add the entity named Case to the solution. Add the custom fields to the case entity.

A

Correct Answer: D, E

34
Q

ou are a Dynamics 365 for Customer Service developer. You import a solution that was exported from the Sandbox instance into the Production instance.
You receive errors during import. You need to identify and resolve the errors.
What should you do?

A. Put in a service request to turn tracing on the servers.

B. Download the log file and review the log file for errors. Fix the cause of the errors and reimport the solution.

C. Export the solution from the Sandbox instance and re-import the solution into the Production instance.

D. Open the solution.zip file and read the solution.xml file. Delete the lines in the file that cause the import errors.

A

Correct Answer: B

35
Q

You are a Dynamics 365 for Customer Service system administrator for a Sandbox and a Produc-tion instance.
A user forgets to sign out from a shared device connected to a Production instance. A second user makes changes to records using the credentials of the first user.
You need to implement user session timeouts to prevent this type of issue from recurring. Where should you configure this feature?

A. each instance of Microsoft Azure Active Directory (Azure AD) associated to the tenant

B. each user in Microsoft 365 admin center

C. each user in Dynamics 365

D. each Dynamics 365 instance

A

Correct Answer: D

36
Q

You are a Dynamics 365 for Customer Service developer.
You need to configure a new solution.
What should you configure in the new solution?

A. Prefix “new_”
B. Package type
C. Publisher
D. Installed date

A

Correct Answer: C

37
Q

ou are a Dynamics 365 for Customer Service system administrator.
Users report that a subgrid from the Onsite Goals custom entity takes a very long time to load on the Account records page.
You need to improve the query load time and optimize the Onsite Goals entity.
Which action should you perform?

A. In an Internet browser, in the browser options, set the option to retain browser history.

B. In the Data Perform view, use the Optimize functions.

C. In System Jobs, resume paused system jobs.

A

Correct Answer: B

38
Q

The sales team plans to create printed materials to be handed out each month during on-site visits with clients.
The materials must include client-specific information and statistics from Dynamics 365.
You need to ensure that sales team members can create the materials.
Which technology should you implement?

A. Word template
B. Marketing list
C. Sales literature
D. Excel template

A

Correct Answer: B

Explanation/Reference: https://crmbook.powerobjects.com/basics/marketing/marketing-lists/