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. Feature: - Marketing list only - Marketing segment only - Marketing segment or marketing list Requirement: 1. Create a single campaign activity geared to a targeted audience. 2. Create groups of related customers for use in customer journeys.

1. Marketing list only 2. Marketing segment only

MB-910 Flashcards by A Immortal

Which two components are included in Dynamics 365 Marketing? Each correct answer presents a complete solution.

A. Customer Voice survey
B. Customer Service Hub
C. Enterprise Asset Management
D. Event management

A. Customer Voice survey

D. Event management

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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.

Feature:

Marketing list only
Marketing segment only
Marketing segment or marketing list

Requirement:

Create a single campaign activity geared to a targeted audience.
Create groups of related customers for use in customer journeys.

Marketing list only

2. Marketing segment only

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A company plans to implement Dynamics 365 Marketing.
For each of the following statements, select Yes if the statement is true. Otherwise, select No.

You can only query across accounts, leads, and marketing lists when building segments.
You can use quick campaigns with both marketing lists and marketing segments.

2. No

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A company has implemented Dynamics 365 Marketing.
You need to implement apps to meet the companyג€™s business requirements.
Which app should you use? To answer, select the appropriate options in the answer area.
Scenario:
1. Collect feedback on the effectiveness of a marketing campaign.
- LinkedIn Sales Navigator
- Dynamics 365 Customer Insights
- Dynamics 365 Customer Voice

Synchronize leads from LinkedIn to Dynamics 365 Marketing.
- LinkedIn Sales Navigator
- LinkedIn Campaign Manager
- Dynamics 365 Customer Voice
Create a unified view of customer data from different sources.
- Dynamics 365 Customer Insights
- LinkedIn Sales Navigator
- Dynamics 365 Customer Voice

Dynamics 365 Customer Voice
LinkedIn Campaign Manager
Dynamics 365 Customer Insights

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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.

A. Generate leads from LinkedIn.
B. Create email templates for LinkedIn messages.
C. Schedule and publish social posts.
D. Create and publish events on LinkedIn.

A. Generate leads from LinkedIn.

C. Schedule and publish social posts.

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A company plans to synchronize LinkedIn Campaign Manager with Dynamics 365 Marketing to determine who is looking at their LinkedIn advertisements.
What happens during synchronization?

If a sales lead that is synchronized from LinkedIn already exists:

creates a new lead that uses the LinkedIn data.
updates the current lead with the LinkedIn data.
updates the current contact with the LinkedIn data.

updates the current lead with the LinkedIn data.

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Which features are available in Dynamics 365 Marketing?
For each of the following features, select Yes if the feature is available. Otherwise, select No.

Feature:

Create graphical email messages.
Design dynamics content in email messages.
Configure a website for an event.

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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?

A. Sponsors and sponsorships
B. Regulatory compliance
C. Advertisers and print media and campaigns
D. Session and speaker tracking
E. Registration and attendance

A. Sponsors and sponsorships

D. Session and speaker tracking

E. Registration and attendance

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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.

Data from Dynamics 365 Customer Voice is available to Dynamics 365 Marketing.
You can present specific survey questions based on responses to previous questions.

2. Yes

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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?

A. Create a survey in Dynamics 365 Marketing and create a campaign to send it to out and collect data
B. Use Customer Voice to collect and analyze survey results
C. Use Power Automate to automatically send Customer Voice surveys
D. Create surveys in Dynamics 365 Marketing by using Questionnaire
E. Use Customer Voice to compile results from the existing third-party app

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

B. Use Customer Voice to collect and analyze survey results

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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 to discuss strategies.
Which app should you recommend?

A. Customer Service Insights
B. Market Insights
C. Power Virtual Agents
D. Sales Insights

D. Sales Insights

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A company uses Dynamics 365 Sales.
You need to create a forecast in Dynamics 365 Sales so that the sales director will be able to predict upcoming sales revenue.
Which standard record type is used to create the forecast?

A. Account
B. Lead
C. Quote
D. Opportunity

D. Opportunity

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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?

A. Close the quote
B. Generate a document by using a Microsoft Word template.
C. Export the quote as a PDF file.
D. Create an order

B. Generate a document by using a Microsoft Word template.

C. Export the quote as a PDF file.

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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.

You can use a business process flow to ensure that all salespeople follow the same stages to qualify leads.
You can see leads in your opportunities view even if the lead is not qualified.

2. No

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Match each product to its feature.
Instructions: To answer, drag the appropriate product from the column on the left to its feature on the right. Each product may be used once, more than once, or not at all.

Products:

Dynamics 365 Sales
Dynamics 365 Sales Insights

Feature:

Who knows whom
Quotes
Invoicing

Dynamics 365 Sales Insights
Dynamics 365 Sales
Dynamics 365 Sales

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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.
Features:
- Assistant
- Auto capture
- Notes analysis
- Talking points
- Who knows whom

Requirement:

Keep track of upcoming appointments and commitments.
Restart a conversation with a customer on a topic of interest.

Assistant

2. Talking points

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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.
Controls:
- LinkedIn Sales Navigator Lead
- LinkedIn Sales Navigator Account
- LinkedIn InMail Control

Requirement:

Show potential customer that are similar to the current customer and represent relevant stakeholders.
Show potential leads within a company.

LinkedIn Sales Navigator Lead

2. LinkedIn Sales Navigator Account

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A customer needs a cost-effective sales solution that can display current news about a lead or an account.
You recommend Microsoft Relationship Sales.
Which two products are included in Microsoft Relationship Sales? Each correct answer presents part of the solution.

A. Dynamics 365 Customer Insights
B. Dynamics 365 Sales Enterprise
C. Dynamics 365 Sales Insights
D. LinkedIn Sales Navigator

B. Dynamics 365 Sales Enterprise

D. LinkedIn Sales Navigator

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You are evaluating Dynamics 365 Sales as a potential replacement for your companyג€™s existing sales system.
What is a lead?
A Dynamics 365 Sales lead is a potential:
- customer to be qualified or disqualified.
- sale related to products in the product catalog.
- sale that is always a product of a marketing campaign.
- sale that needs to be related to an existing customer record.

customer to be qualified or disqualified.

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You are a sales representative for a company.
Which Dynamics 365 Sales can you use to manage the sales pipeline?
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

A. Turning leads into opportunities

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

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. 
Products:
- Dynamics 365 Sales Hub
- LinkedIn Sales Navigator
- Dynamics 365 Sales Insights

Requirement:

View LinkedIn information by using a Dynamics 365 form widget.
Validate data in Dynamics 365 Sales by using data from LinkedIn.

LinkedIn Sales Navigator

2. LinkedIn Sales Navigator

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Which two Dynamics 365 Sales out-of-the-box features can you use to capture leads? Each correct answer presents a complete solution.

A. emails
B. CSV files
C. Dynamics 365 Commerce
D. Dynamics 365 Customer Insights

A. emails

B. CSV files

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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?
A. Dynamics 356 Customer Insights
B. Dynamics 365 Sales
C. Dynamics 365 Marketing
D. Dynamics 365 Human Resources

B. Dynamics 365 Sales

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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?
Requirement:
1. Store and track customer information.
- Lead
- Account

Attach a file to an activity:
- Task
- Notes
- Phone Call

Account

2. Notes

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A company uses Dynamics 365 Sales. The following groups of users must be able to perform specific activities with account data. https://imgur.com/a/jSG5fcE You need to export data for each group of users. Which export options should you recommend? Export Options: - Dynamic worksheet - Static worksheet - Excel Online User group: 1. Group A 2. Group B

1. Static worksheet | 2. Excel Online

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? A. The case continues to remain in the agentג€™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 agentג€™s personal queue and returned to the original support queue.

C. The case is removed from the agentג€™s personal queue and returned to the original support queue.

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. Definitions: - Details related to inquiries or issues reported by a customer. - Mechanism for categorizing and prioritizing records. - Description and performance measurement of services to be delivered. - Level and terms of support that are specific to a customer. - Information that can be used to respond to customer inquiries or issues. Case: 1. Case 2. Queue 3. Service-level agreement 4. Entitlement

1. Details related to inquiries or issues reported by a customer. 2. Mechanism for categorizing and prioritizing records. 3. Description and performance measurement of services to be delivered. 4. Level and terms of support that are specific to a customer.

``` A company manufactures environmental sensors that can be monitored remotely. Match each component to its definition. Components: - Azure IoT Hub - Azure IoT Central - Service-level agreement - Power Automate ``` Definition: 1. Service for configuring integrations between the Customer Service app and environmental sensors. 2. Performance rules that trigger follow-up actions in the Customer Service app. 3. Rules and actions that execute the integration between environmental sensors and the Customer Service app.

1. Azure IoT Central 2. Power Automate 3. Azure IoT Central

You plan to implement Dynamics 365 Customer Service. For each of the following statements, select Yes if then statement is true. Otherwise, select No. 1. You must install the knowledge base solutions before the knowledge base feature is available in Dynamics 365 Customer Service. 2. Omnichannel for Customer Service is automatically installed when you install Dynamics 365 Customer Service.

1. No | 2. No

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. Apps: - Omnichannel for Customer Service - Unified Service Desk - Dynamics 365 Field Service Feature: 1. Connect with customer by using text messages. 2. Allow customers to start live conversation sessions with customer support agents.

1. Omnichannel for Customer Service | 2. Omnichannel for Customer Service

You attend a tradeshow. A fellow attendee suggests that you implement Dynamics 365 Connected Customer Service. What is a valid use case for Dynamics 365 Connected Customer Service? A. Analyze customer sentiment from multiple sources. B. Respond to and resolve customer issues by using social media. C. Use mixed reality applications to assist technicians performing work in the field. D. Use IoT devices and AI to predict when a customerג€™s equipment will need service.

D. Use IoT devices and AI to predict when a customerג€™s equipment will need service.

You manage a call center for a company that uses Dynamics 365 Customer Service. The call centerג€™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? A. Draft B. Waiting C. Active D. Canceled

D. Canceled

A company plans to implement Dynamics 365 Customer Service. The company wants to use the system to determine when customers are having an issue and need help. You need to track customer issues until the issues are resolved. What should you create? A. opportunity B. contact C. case D. quote

C. case

A company is using several Dynamics 365 applications. A customer sends an email about an issue they are having with a product during a company holiday. The customer expects a response in 48 business hours in accordance with their service-level agreement (SLA). You need to configure the system to ensure that the company meets SLA agreements. Which products should you use? To answer, select the appropriate options in the answer area. Requirement: 1. Configure the system to account for the impact of holidays on SLA response time. - Dynamics 365 Sales - Dynamics 365 Customer Service - Dynamics 365 Marketing 2. Schedule a service representative in the correct department and time zone to address the customer issue. - Bookings - Resource Management homepage - Universal Resource Scheduling

1. Dynamics 365 Customer Service | 2. Universal Resource Scheduling

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. Statement: 1. Omnichannel for Customer Service allows you to integrate chatbots that can communicate with customers. 2. Agents can only participate in one session at a time. 3. Supervisors can monitor agent conversations only when an agent invites the supervisor to the conversation.

1. Yes 2. No 3. No

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? A. Knowledge base with Relevance search B. Parent and Child case settings C. Case management with Related Similar cases D. Routing rule sets

A. Knowledge base with Relevance search C. Case management with Related Similar cases

A customer plans to use knowledge articles to share information as cases are resolved. For each of the following statement, select Yes if the statement is true. Otherwise, select No. 1. Knowledge article authors can attach pictures to knowledge articles. 2. Knowledge articles are available to others immediately after an agent creates and saves them. 3. Seasonal articles can be removed from circulation after a certain date.

1. Yes 2. No 3. Yes

A company plans to implement new support software. You need to recommend solutions for the company. What should you recommend to meet each requirement? 1. Support automated webchat. - Power Virtual Agents - Dynamics 365 Field Service - Customer Service Insights 2. Send senior technicians a notification when a case moves to an escalated status. - SMS - text message - Webchat - Power Platform portal 3. Combine all customer and employee inquires into a single interface. - Omnichannel for Customer Service - Power BI - Customer Service Insights

1. Power Virtual Agents 2. Power Platform portal 3. Omnichannel for Customer Service

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. Features: - Omnichannel for Customer Service - Routing Rules - Out-of-the-box dashboards - Plug-in Requirement: 1. Customer must be able to create cases by using online chat. 2. Customers must be able to create cases by sending email. 3. Display the number of cases waiting in the queue, by queue, and by individual agent.

1. Omnichannel for Customer Service 2. Plug-in 3. Out-of-the-box dashboards

A company provides roadside assistance for disabled automobiles. The company enacts a policy that specifies a 30-minute response time for all requests for assistance. You need to ensure that data about assistance crew response times is captured correctly. For what type of object should you define details? - Entitlement. - First Response by KPI. - Service-level agreement. - Customer service schedule.

First Response by KPI.

A company uses Dynamics 365 Customer Service. You need to recommend solutions to help the company meet the following business requirements: ``` What should you recommend? To answer, drag the appropriate solutions to the correct requirements. Solutions: - Azure Hub telemetry - Customer Service Insights - Connected Customer Service - Omnichannel for Customer Service ``` Requirement: 1. Detect and diagnose equipment problems before customers are aware of an issue. 2. Create cases from social channels and SMS text messages. 3. Use context-specific knowledge articles to solve customer issues quickly.

1. Connected Customer Service 2. Omnichannel for Customer Service 3. Customer Service Insights

You work as a technician and receive your work assignments by using cases in Dynamics 365 Customer Service. You need to review the timeline for a case that you are managing. Which type of activity appears in the case timeline? A. Project task B. Task C. Entitlement D. Work order

B. Task

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. 1. You can combine data from Customer Voice and Dynamics 365 Customer Service without using a Microsoft Dataverse connector. 2. You can use a Microsoft Dataverse connector to share data between Dynamics 365 Finance and Dynamics 365 Customer Service 3. Power BI can connect to Dynamics 365 Customer Service data without using a Microsoft Dataverse connector

1. Yes 2. Yes 3. No

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. Power Automate to transfer cases B. Service level agreements C. Knowledge base management D. Customer Service Insights

C. Knowledge base management

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. 1. You must purchase a third-party ISV solutions to use the chat feature within OmniChannel for Customer Service 2. You can use text messaging to communicate with customers when you implement Omnichannel for Customer Service 3. When you purchase licensing for Dynamics 365 Customer Service you can use all OmniChannel options without additional costs

1. No 2. Yes 3. No

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. Actions: - SLA key performance indication (KPI) - SLA actions - Business Hours - Allow Pause and Resume Scenario: 1. Prevent enforcement of the SLA terms while waiting for additional information from a customer 2. Send an email when a case is at risk for non-compliance with an SLA.

1. Allow Pause and Resume | 2. SLA actions

A manufacturing company plans to implement Dynamics 365 Field Service. You need to determine which features are needed to meet the companyג€™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. Features: - Work orders - Scheduling an dispatch tools - Asset management - Preventive maintenance Requirement: 1. Specify types of services needed at customer locations. 2. Staff and route resources needed for on-site appointments. 3. Track customer equipment. 4. Automatically generate recurring maintenance appointments.

1. Work orders 2. Scheduling an dispatch tools 3. Asset management 4. Preventive maintenance

A service company is planning to implement a new system. You evaluate whether the companyג€™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. 1. You can create different service levels for different customers. 2. You can manage warranties. 3. You can schedule recurring maintenance.

1. Yes 2. No 3. Yes

A company plans to implement Dynamics 365 Field Service. For each of the following statements, select Yes if the statement is true. Otherwise, select No. 1. Images can be added to an inspection when using the mobile app. 2. Inspections can be completed without internet connectivity.

1. Yes | 2. Yes

A company sells and services clothing washing machines and dryers. The company uses Dynamics 365 Field Service. You need to proactively monitor customerג€™s equipment to identify problems and maintenance needs. Which two Connected Field Service options can you use? Each correct answer presents a complete solution. A. Dynamics 365 Remote Assist integration B. Dynamics 365 mobile app C. Azure IoT Central D. Azure IoT Hub

C. Azure IoT Central D. Azure IoT Hub

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. 1. Keep track of equipment inspections, maintenance, and repairs. - Return to vendor - Asset management - Knowledge management 2. Provide a replacement for faulty equipment that cannot be repaired on site. - Return to vendor - Asset management - Return merchandise authorization

1. Asset management | 2. Return merchandise authorization

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? Each feature may be used once, more than once, or not at all. Features: - Connected Field Service - Universal Resource Scheduling - Resource scheduling optimization Requirement: 1. Redirect a field technician to handle high-priority emergency jobs. 2. Reduce field technician travel time by scheduling the technicians to handle work orders for the closest customers. 3. Proactively detect issues in devices and reduce costs associated with assisted service.

1. Resource scheduling optimization 2. Resource scheduling optimization 3. Connected Field Service

A company uses Dynamics 365 Field Service. The maintenance manager wants to be able to add a list of questions 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? A. Connected Field Service B. Inspections C. Microsoft Customer Voice D. Scheduling

B. Inspections

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. 1. Field agents can perform maintenance on customer assets. You can see availability of these agents and schedule them to perform the maintenance during quarterly customer visits. 2. Technicians can be redirected from scheduled appointments when emergencies arise in their area and their existing appointments can be rescheduled. 3. You can manually assign lead technicians to oversee large-scale emergency service calls.

1. Yes 2. Yes 3. Yes

``` 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 customerג€™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? A. Adjust inventory values. B. Schedule and dispatch the work order. C. Generate an invoice. D. Review and close the work order. ```

B. Schedule and dispatch the work order.

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. Requirement: 1. Capture the technician's daily on-site time while performing cable installations. - Dynamics 365 Field Service - Dynamics 365 Sales - Dynamics 365 Customer Service 2. Allow technicians to see a list of the daily work orders on their mobile device. - Dynamics 365 Field Service Mobile App - Dynamics 365 Sales - Dynamics 365 Customer Service

1. Dynamics 365 Field Service | 2. Dynamics 365 Field Service Mobile App

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. Open ג€" In progress B. Open ג€" Unscheduled C. Traveling D. Open ג€" Scheduled

A. Open ג€" In progress

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 technicianג€™s location on a map. You enable location tracking. Where should you navigate to see the technician locations on a map? You should navigate to the (Site Map, Schedule Board or Schedule Assistant) to see the technician locations on the map.

Schedule Board

A company that services air-conditioning equipment is implementing Dynamics 365 Field Service. You need to recommend the features that the company should implement to meet business requirements. Which features should you recommend? 1. Assign a work order to a field engineer for next Tuesday at noon. - Universal Resource Scheduling - Work Orders - Connected Field Services - Geofencing 2. Synchronize offline data when the app starts. - Geofencing - Field Service Mobile - Integrations - Connected Field Services 3. Monitor air-conditioning equipment to identify mechanical issues - Field Service Mobile - Work Orders - Connected Field Services - Bookable resources

1. Universal Resource Scheduling 2, Field Service Mobile 3. Connected Field Services

An air conditioning company uses Dynamics 365 Field Service. When a problem is detected with a customerג€™s air conditioning system, a new case must be opened automatically. You need to recommend a solution for the company. What should you recommend? A. Field Service Mobile B. Work orders C. Connected Field Service D. Universal Resource Scheduling E. Case management

C. Connected Field Service

A company plans to implement Connected Field Service. Instructions: For each of the following statements, select Yes if the statement is true. Otherwise, select No. Statements: 1. You can determine the color of a manufactured product. 2. You can schedule an inspection on a machine when the number of hours of operation has hit a major milestone. 3. You can use current and historical data produced by sensors on a machine to identify a part that could be failing so that it can be examined during next maintenance window

1. No 2. Yes 3. Yes

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. Resource scheduling optimization B. Unified routing for table records C. Schedule board D. Universal Resource Scheduling

A. Resource scheduling optimization

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. A. Resource skills B. Resource roles C. Proficiency models D. Service-level agreements

A. Resource skills C. Proficiency models

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. A. Open the Resource Manager Dashboard and filter Role Utilization by the term expert plumber. B. Open the clientג€™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.

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.

You work for a home decorating company. You need to ensure that qualifying leads can become project-based opportunities. What should you do? You must assign a value to the (Type, Topics, Last name, Stakeholder) for each lead record

Type

You are the resource manager for an electrical contractor that uses Dynamics 365 Project Operations. You need to track information about electriciansג€™ qualifications professional licenses, and certifications. Which attribute should you use? A. Skills B. Roles C. Rating values

A. Skills

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? Each functionality may be used once, more than once, or not at all. Functionalities: - Recall - Edit row - Copy row Scenario: 1. Update the hours 2. Update the project task.

1. Recall | 2. Recall

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. 1. You can use the Schedule Board to determine when the resource is available. 2. You can use the Active Role Utilization chart to determine when the resource is available. 3. You can use Resource Reconciliation to determine when the resource is available.

1. Yes 2. No 3. Yes

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. A. Time and Material B. Fixed Price C. Expense D. Not-to-exceed Limit

A. Time and Material B. Fixed Price

A consulting firm uses Dynamics 365 Project Operations to manage the following types of work for clients: You need to create opportunity rows. Which type of service should you use for each type of work? 1. Monthly bookkeeping services that take four hours - Project based service with Time and Material billing method - Project-based service with Fixed Price billing method - Product as Write-In Product - Product as Existing Product 2. Yearly tax filings with variable hours that are based on a clientג€™s needs for one year - Project based service with Time and Material billing method - Project-based service with Fixed Price billing method - Product as Write-In Product - Product as Existing Product 3. Reimbursements for unplanned government filing fees - Project based service with Time and Material billing method - Project-based service with Fixed Price billing method - Product as Write-In Product - Product as Existing Product

1. Project based service with Time and Material billing method 2. Project based service with Time and Material billing method 3. Product as Write-In Product

A company is implementing Dynamics 365 Project Operations to manage projects for customers. You are training project managers on how to enter statements of work into the new system. You need to ensure that the number of hours and the hourly rate for each item are entered. Where must the project managers enter the required information? A. Project contracts B. Project stages C. Project accounting D. Resource management E. Project tracking

A. Project contracts

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. Timeline attachment B. Word template C. Documents tab

C. Documents tab

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. Microsoft Excel B. Microsoft Outlook C. Dynamics 365 Sales Insights D. Microsoft Teams

D. Microsoft Teams

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. 1. Salespeople can only use Microsoft Teams to call customers who also use Teams. 2. Executives must have Power BI desktop installed to view Power BI reports shared with them. 3. Salespeople can share notes within Dynamics 365 Sales using OneNote.

1. No 2. No 3. Yes

You are designing reports for a pharmacy. The pharmacy uses Dynamics 365 Sales. Match each tool to the reporting requirements. Each tool may be used once, more than once, or not at all. Tools: - Microsoft Excel - Power BI - Dynamics 365 Sales Dashboard - Plug-in Requirement: 1. Stakeholders do note have access to the environment. They must be able to view business data that is always up to date. 2. Pharmacists need a list of the number of orders filled and to fill the next day, week, and month as well as a list of prescription drugs that are out of stock.

1. Power BI | 2. Dynamics 365 Sales dashboard

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: Monday: 2 Tuesday: 3 Wednesday: 0 Thursday: 0 Friday: 5 ``` Which allocation method should you use? A. Remaining capacity B. Percentage capacity C. Full capacity D. Front-load hours ```

D. Front-load hours

You have a chart that displays a summary of accounts by industry. You need a chart that groups the account data by city instead of by industry. 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. 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.

B. Edit the existing chart. D. Create a new chart.

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. 1. SharePoint Online uses document security settings from Dynamics 365 Sales. 2. You can access SharePoint Online documents from within Dynamics 365 Sales. 3. SharePoint Online users can access files saved to SharePoint Online without signing into Dynamics 365 Sales.

1. No 2. Yes 3. Yes

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. Solutions: - Microsoft Teams - LinkedIn Sales Navigator - Microsoft Dataverse - Knowledge Articles Requirement: 1. Ensure that all employees can participate in the lead qualification process 2. Display the latest news about the currently selected Lead recorded to Dynamics 365 Sales users. 3. Acquire relevant account information from Dynamics 365 Finance.

1. Microsoft Teams 2. LinkedIn Sales Navigator 3. Microsoft Dataverse

A company is considering implementing products and the product catalog in Dynamics 365 Sales. Sales transactions can occur in multiple currencies. The company wants to manage exchange rates. You need to explain to the company how Dynamics 365 Sales handles currency. Which two statements describe how Dynamics 365 Sales handles currency? Each correct answer presents part of the solution. A. By default, all available currencies can be used. B. By default, a base currency is available and other currencies can be added as needed. C. Exchange rates are automatically updated. D. Exchange rates need to be updated manually.

B. By default, a base currency is available and other currencies can be added as needed. D. Exchange rates need to be updated manually.

``` A company implements Dynamics 365 Sales. You need to recommend the features to implement that meet the following requirements: Which features should you recommend? Features: - Dashboard - Report - View ``` 1. Display a landing page when a sales manager signs in that shows the pipeline, top leads, open opportunities, and won opportunities. 2. 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.

1. Dashboard | 2. View

A company uses Dynamics 365 Sales. You need to analyze account data and create reports based on the analyses. Which solution should you use? A. Microsoft Forms Pro B. Power BI C. Power Automate D. Management Reporter

B. Power BI

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? Each feature may be used once, more than once, or not at all. Features: - charts - views - dashboards - activities Requirement: 1. Schedule follow-up appointments. 2. Display all appointments and sales orders for a day on a single page. 3. Configure a dashboard component that displays a list of quotes for the last quarter.

1. activities 2. charts 3. views

You need to update inventory data for a companyג€™s warehouse. Which two record types can you use to update the inventory? Each correct answer presents a complete solution. A. Agreement B. Warehouse C. Inventory adjustment D. Return merchandise authorization (RMA)

C. Inventory adjustment D. Return merchandise authorization (RMA)

MB-910 Flashcards

(84 cards)