MB-200 Exam
55. 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 versioning system. You need to set the version number tor the new solution. Which version number should you set? A. 2.4.3.7 B. 2.5.0.1 C. 15.3.6 D. 3.1.17
- 2.5.0.1
3. [Case Study 1] You need to prompt the caseworker when populating the allergies field. Which three actions should you perform in sequence? - Add a condition - Display an error message - Set a default value for the field - Configure the Lock/Unlock option - Set the Business Required option to true - Set the text field visibility to true - Add a recommendation
- Add a condition - Set Text field visibility to true - Set the Business required to true
69. You are a Dynamics 365 for Customer Service system administrator. When a customer case is assigned to a new representative, the system must send an email to the customer to alert them about the change. Which four actions should you perform in sequence? - Modify available to run to run as a child process - Set the property to Configure email with desired fields - Create a new process that includes a Category Workflow and an Entity case - Add condition and send email steps - For the Start when condition, select Record status changes - Create a new process that includes a Category Workflow and an Entity contact - Select cases and choose send direct email - For the Start when condition, select Record is assigned
- Create a new process that includes a Category Workflow and an Entity case - For the Start when condition, select Record is assigned - Add condition and send email steps - Set the property to Configure email with desired fields
52. You are a Dynamics 365 for Customer Service developer. You create a custom entity and add custom 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. A. Create a case entity in the new solution and add the custom fields to the new case entity. B. Create a new solution and add the entity named Case to the solution. Add the custom fields to the case entity. C. Create the custom entity and custom fields in the case entity within the default solution. D. Add an existing unused entity to the solution. Rename the entity to the custom entity. Add fields needed for the case entity. E. Create the custom entity in the new solution and add the appropriate fields, forms, and views.
- Create a new solution and add the entity named Case to the solution. Add the custom fields to the case entity. - Create the custom entity in the new solution and add the appropriate fields, forms, and views.
66. You are a Dynamics 365 for Customer Service administrator for a help desk. Help desk representatives need to send emails lo all contacts that are associated with cases. The emails must provide the status for the case, use similar formatting, and include the following information: • 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? - Add data values under the Contact entity related to the account - Save the template - Create an email template for the case - Send a direct email from the Case view to desired cases - Publish the template - Add data values from the Case entity - Convert the template to a personal template - Add data values under the Account entity
- Create an email template for the case - Add data values from the Case entity - Add data values under the Contact entity related to the account - Save the template
79. 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 information: •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? - Add data values under the Contact entity related to the account - Convert the template to a personal template - Add data values from the Case entity - Publish the template - Save the tempate - Add data values under the Account entity - Send a direct email from the Case view to desired cases - Create an email template for the case
- Create an email template for the case - Add data values from the Case entity - Add data values under the Contact entity related to the account - Save the template
38. You are the system administrator for Dynamics 365. You add a custom URL field tor the Account entity. You need to make changes to a custom field. Which four fields can you change after the initial change? Options: - Display Name - Name - Field Requirement - Searchable - Data Type - Field Type - Format - Maximum Length - IME Mode
- Display Name - Field Requirement - Searchable - Maximum Length
6. [Case Study 1] You need to configure text messaging. Which three actions should you perform in sequence? - Create a schedule trigger - Send SMS by using a built-in connector - Create a wait condition - Send SMS by using an external connector - Enable change tracking on the attendance record entity - Enable change tracking for the child entity
- Enable change tracking on the attendance record entity - Create a schedule trigger - Send SMS by using a built-in connector
29. 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 change tracking. B. Add the timeline control. C. Enable connections. D. Enable business process flows.
- Enable change tracking.
27. 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 is the first action you should perform? A. Grant access under the user's product licenses. B. Check document management for the entity in the default solution. C. Grant access in the user's security role. D. Enable the entity for Microsoft SharePoint document management.
- Enable the entity for Microsoft SharePoint document management.
26. You are a Dynamics 365 for Customer Service system administrator. Sales team members work remotely disconnected from the internet at times. Sales team members need to store documents in the cloud when they are online and share the documents with others with the appropriate permissions. You need to configure Microsoft Onedrive for Business within Dynamics 365 to meet the requirements. Which three actions should you perform in sequence? - Add security role with appropriate permissions to each users Dynamics 365 login - Ensure server-based authentication with Microsoft SharePoint online is configured within D365 online - Configure OneDrive for each individual user - Add security group to each users Active Directory login through Office 365 admin - Enable OneDrive for Business in D365 within Business Management - Enable OneDrive for Business in D365 within Document Management
- Ensure server-based authentication with Microsoft SharePoint online is configured within D365 online - Enable OneDrive for Business in D365 within Document Management - Add security role with appropriate permissions to each users Dynamics 365 login
13. [Case Study 2] You need to test the Patient form. What should you do? Immediately: - Remove the form - Delete the form - Import the form Next week: - Modify the imported form in the QA environment - Add the modified form to a new solution - Add the original form to a new solution and modify
- Import the form - Add the modified form to a new solution
53. You are a Dynamics 365 for Customer Service system administrator. You create a workflow that requires customization to automate lead follow-up activities. You need to migrate the production customization 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? - Select the Production instance and click Copy - In D365 admin center, select the Instance tab - Select the Target instance - Select Full Copy - Select the Production instance and select Backup & Restore - Select Minimal Copy - In the Copy Instance page, select Copy - In Microsoft Office 365 admin center, select the Instance tab.
- In D365 admin center, select the Instance tab - Select the Production instance and select Copy - Select the Target instance - Select Minimal Copy - In the Copy Instance page, select Copy.
30. 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. People with the appropriate role can see all run history. B. Every user can view all run history. C. System administrators may only view the run history. D. Each user can only view their run history. E. Only the user who creates the button can view the run history for all users.
- Only the user who creates the button can view the run history for all users.
5. [Case Study 1] You need to ensure that a child's information is available to their childcare worker. What should you do with the child's information when a child turns seven? Child's record: - Reassign - Share - Merge - Create Relationship Child's medication records: - Cascade Active - Cascade All - Cascade None - Cascade User-Owned
- Reassign - Cascade All
40. You are a Dynamics 365 for Customer Service system administrator. A user creates a duplicate account record with an updated email address. You need to remove the duplicate record and update the primary record with the new email address. Which four 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 both account records - Select the record which is designated as the master record - Select Merge - Select Deactivate on the duplicate record - Select the duplicate record - Select Assign - From the merge record dialog, select the email field from the duplicate record
- Select both account records - Select Merge - Select the record which is designated as the master record - From the merge record dialog, select the email field from the duplicate record
102. A company sends a sales team to a conference. The sales team returns from a conference with contacts in multiple file formats. You need to import all of the contacts. For each file type, which actions should you perform first? To answer, drag and drop the appropriate actions to the correct file types. each action 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. - Select duplicate options in the D365 - Select a data map in the D365 Import Data wizard - Select the delimiter type in the D365 Import Data wizard - Convert to a supported file format
- Select duplicate options in the D365 - Select the delimiter type in the D365 Import Data wizard - Convert to a supported file format - Select a data map in the D365 Import Data wizard
44. You manage D365 instances as shown in the exhibit below. You configure EMEA as a new Production instance. The EMEA instance must use the same configurations as the North America instance. The EMEA instance must not include any data from North America. You need to configure the EMEA instance by using the Dynamics 365 administration center. Which three actions should you perform in sequence? - Perform a full copy of the EMEA instance to the North America instance - Reset the EMEA instance - Perform a minimal copy of the North America instance to the EMEA instance - Set the EMEA instance to a Production instance type - Set the EMEA instance to a Sandbox instance type
- Set the EMEA instance to a Sandbox instance type - Perform a minimal copy of the North America instance to the EMEA instance - Set the EMEA instance to a Production instance type
92. You are a Dynamics 365 for Customer Service system administrator. You have a data file that contains a list of accounts which must be imported into the system. You need to import the accounts by using the Import Data wizard. Which four actions should you perform in sequence? - Set the Delimiter Settings - Configure the number of parallel import processes - Confirm and address issues with the field mapping - Select the data map - Specify the number of records in the file - Select Mapping History - Select the appropriate setting Allow Duplicates property
- Set the delimiter settings - Select the data map - Confirm and address issues with the field mapping - Select the appropriate setting allow duplicates property
82. You are a Dynamics 365 for Customer Service developer. A salesperson creates a chart. You need to ensure that the chart is available to all users on the team. Which two actions should the salesperson perform? - Share the chart with the team - Assign the chart to each person on the team - Export the user chart to Microsoft Power BI. Import it as a Power BI visualization - Export the user chart for import as a user chart - Export the user chart for import as a system chart
- Share the chart with the team - Export the user chart for import as a system chart
56. You are a Dynamics 365 for Customer Service system administrator for a Sandbox and a Production 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 Dynamics 365 instance B. each user m Microsoft 365 admin center C. each user in Dynamics 365 D. each instance of Microsoft Azure Active Directory (Azure AD) associated to the tenant
- each Dynamics 365 instance
57. You are a Dynamics 365 for Customer Service system administrator. Compliance standards require that entities and fields with Auditing set to On are recorded. You have configured all settings to the default settings and have set Global Auditing to On. You need to verify compliance standards. Which data items will be included in the audit log? A. all entities and fields B. Microsoft Office 365 activities C. entities and fields with auditing enabled D. user access information only
- entities and fields with auditing enabled
62. You are a Dynamics 365 for Customer Service system administrator. You are unable to import a translation file. You need determine if the file being imported is of the right type and format, and that the file conforms to maximum field length requirements. Which parameters should you use? 1. File type - .csv - .zip - .xml - .xlsx 2. File format - single file formatted with translation and entity field information - same format as the exported file - two files formatted the same as exports but imported in the correct order - same format as the Content_Types file 3. Maximum field length - 50 - 100 - 250 - 500
1. .zip 2. same format as the exported file 3. 500
77. A hospital uses Dynamics 365 Customer Engagement. The scheduling department schedules doctors for surgeries. You need to configure relationships between doctor and patient records. From the doctor entity, which relationship types should you use? Relationship types: N:N, 1:N, N:1 Scenario: 1. A doctor with multiple patients 2. Operating rooms and doctors
1. 1:N 2. N:N
90. The chart must display a count of accounts grouped by owner and then display the accounts by Address 1: State/Province for each owner. You begin to configure chart options as shown in the image below. How should you complete the configuration? 1. Legend Entries (Series): Select Field - Account - Address 1: State/Province - Owner 2. Legend Entries (Series): Aggregate - Avg - Count:All - Sum 3. Horizontal (Category) Axis Labels: Select Field - Account - Address 1: State/Province - Owner 4. Horizontal (Category) Axis Labels: Select Field - Account - Address 1: State/Province - Owner
1. Account 2. Count: All 3. Owner 4. State/Province
97. You are a Dynamics 365 for Customer Service administrator. You must create a form for team members to use. The form must provide the ability to: •Lock a field on a form. •Trigger business logic based on a field value. •Use existing business information to enhance data entry. You need to implement business rule components to create the form. Which components should you use? To answer, drag the appropriate components to the correct requirements. Each component 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. Components: - Actions - Conditions - Recommendation Requirement: 1. Lock a form field 2. Trigger business logic based on a field value 3. Leverage existing business information to enhance data entry
1. Action 2. Condition 3. Recommendation
35. You are a Dynamics 365 Customer Engagement administrator. A compliance audit identifies two fields in violation of the corporate information security policy. You need to control access to high business impact fields to meet information security policies. What should you use? Solutions: - Apply a field security profile - Assign a security role - Assign to a security team - Use a business rule Policy: 1. Restrict read access to the email field on the Contact entity 2. Restrict editing the unique identifier by team members
1. Apply a field security profile 2. Apply a field security profile
81. You set up a new instance of Dynamics 365 for Customer Service. Users report a variety of issues working with cases on mobile devices. You need to configure the mobile app to be able to view cases. Action needed: - Configure mobile settings set on the case entity level - Configure mobile settings at the field level within the case form - Configure a security role in the mobile permission set for appropriate users 1. Users cannot see case records on mobile devices 2. Users can open cases but cannot see the subject of the case 3. Users report that they cannot access the system from the D365 mobile app
1. Configure mobile settings on case entity level 2. Configure mobile settings at the field level within the case form 3. Configure a security role in the mobile permission set for appropriate users
9. [Case Study 1] You need to track date information. How should you configure date tracking? Options: Date Only, User Local 1. Child's birthday 2. Child's daily arrival 3. Staff meeting
1. Date Only 2. User Local 3. User Local
48. You are a Dynamics 365 system administrator. You create a custom entity named Stores in a development Sandbox instance. You populate the custom entity with 185 store locations. You need to migrate the custom entity and data to a Production instance. What should you do? Actions: - Export to Microsoft Excel and use the Data Import wizard - Use an unmanaged solution - Perform a full copy Task: 1. Migrate the Stores entity 2. Migrate store data
1. Export to Microsoft Excel and use the Data Import wizard 2. Export to Microsoft Excel and use the Data Import wizard
58. You are a Dynamics 365 for Customer Service administrator. You install the Gamification solution for Dynamics 365. Users must be granted the minimum privileges required to perform tasks. You need to assign minimal security roles to users. Which security roles should you use? 1. Configure a connection between Gamification and D365 - Game Manager - Microsoft 365 Global Administrator - D365 System Administrator 2. Manage security roles - Game Manager - Commissioner - D365 System Administrator 3. Create games and KPIs - Game Manager - Commissioner - User 4. Follow active players statistics - User - Game Manager - Teams Member 5. Import players and fans from D365 - D365 System Administrator - Commissioner - Game Manager
1. Game Manager 2. D365 System Administrator 3. Game MAnager 4. User 5. Commissioner
94. You are a Dynamics 365 for Customer Services administrator. You have a Production instance and Sandbox instance. Users record Production instance data in the Sandbox instance. You need to ensure that users only record data in the Production instance. Which security function needs to be edited to prevent access to the Sandbox? 1. Microsoft 365 admin center - Roles - Groups - Licenses - Access rights 2. D365 Sandbox instance - Roles - Groups - Access rights
1. Groups 2. Roles
41. You import data into Dynamics 365 for Customer Service by using the Import Data wizard. Errors occur when you try to import the following data lines: 1. "Fabrikam, Inc.',"123 Main Street' 2. Company Name,Address,City,State/t You need to identity the cause of the errors. What error types have occurred? Error types: - Inconsistent field delimiter - Inconsistent data delimiter
1. Inconsistent data delimiter 2. Inconsistent field delimiter
10. [Case Study 2] You need to configure the capacity for doctors to add medications. 1. Which form type should you implement? - Main - Card - Quick View - Quick Create 2. On which entity should create by enabled? - User - Patient - Medication
1. Main 2. Medication
22. You provide add-on components to Dynamics 365. The deployment requirements for many add-ons are different. You need to ensure that you meet the deployment requirements for add-ons. Which solution types should you use? Solution types: managed solution unmanaged solution Requirement: 1. Clean removal of unwanted solutions 2. Stop others from editing intellectual property 3. Edit the solution directly
1. Managed solution 2. Managed solution 3. Unmanaged solution
95. You are a Dynamics 365 for Customer Service administrator. A sales vice president notes she cannot see her direct report sales manager's active accounts. Sales managers note that they cannot see the active campaigns that their peers are using. You need to configure security for the sales vice president and sales managers to grant access to the data they cannot see. Which security models should you use? Security models: - Manager hierarchy - Position hierarchy - Role-based security 1. Sales Vice President 2. Sales Managers
1. Manager Hierarchy 2. Role-based security
54. You manage a Dynamics 365 environment. You create a global option set for a custom solution. You observe the following issues with the global option set: • The default prefix is incorrect • The option set value is too long. You need to change the option set value and ensure the correct prefix is used. Which actions should you perform? 1. Default prefix 2. Option set value Actions: - Modify the publisher of the custom solution - Modify the global option set of the custom - Modify the publisher of the default solution - Modify the global option set of the default
1. Modify the publisher of the default solution 2. Modify the publisher of the default solution
103. You are Dynamic 365 for Customer Service administrator . You create entities that have relationships with other entities. You must configure relationships between entities. Which relationship types should you use? Relationship types: - 1:N - N:N - N:1 Requirement: 1. The email attribute of the Loan Applicant entity must provide a look-up to the contact name and email 2. Loan applicants can apply for one type of loan per application. Applications can have more than one application 3. Loans must be applied for a single property
1. N:1 2. N:N 3. N:1
31. You are a Dynamics 365 For Customer Service system administrator. You have a production instance named Organization1 that is integrated with an ERP system. When a new account is created in the ERP system, an account is created in Organization1 and with the ERP Account field set to Yes. When the field value is set an account must be created in a separate production instance named Ogranization2. You need to use Microsoft Flow to create the account. How should you configure the flow? When a record is created: 1. Organization name: 2. Entity Name: - Organization1 - Organization2 - Accounts 3. Condition: - When a record is created > ERP Account - Create a new record > ERP Account Create a new record: 4. Organization name 5. Entity Name: - Organization1 - Organization2 - Accounts
1. Organization1 2. Accounts 3. When a record is created > ERP Account 4. Organization2 5. Accounts
84. You are a Dynamics 365 for Customer Service developer. You need to create a report that shows annual customer growth from 2012-2018. The report must be printable and must include company branding. Which reporting options should you use? 1. Can be printed - Report Wizard - System View - Dashboard 2. Include company branding - Fetch-based Reporting Services - Chart - Personal
1. Report Wizard 2. Fetch based reporting services
61. You are a Dynamics 365 for Customer Services system administrator. Sales team members access Dynamics 365 by using a tablet device. Sales team members report several issues when they access Dynamics 365. You need to resolve the issues. What should you do? 1. Customizations made on the form do not display on the devices - Log off and back on - Clear the cache - Restart the tablet 2. The wrong form displays when account records are opened - Delete all the forms except the one you want to use - The form is not set as the first form in the entity - Publish all forms - Clear the cache 3. The devices continuously display error messages indicating that you must restart the app - Reinstall the app - Set privileges for the user - Restart the app - Restart the tablet
1. Restart the tablet 2. The form is not set as the first form in the entity 3. Set privileges for the user
19. An organization plans to deploy Dynamics 365. You need to ensure that the organization can track the following information: * prospect to cash process * customer service cases * work breakdown structure * serviceable assets for customers Which apps should you implement? Apps: Field Service Customer Service Sales Project Service Automation 1. Prospect to Cash Process 2. Case Management 3. Work Breakdown Structure 4. Customer Asset Management
1. Sales 2. Customer Service 3. Project Service Automation 4. Field Service
63. You are a Dynamics 365 administrator. A Excel template with a pivot table is created for opportunities by a manager. When a salesperson opens the Excel template in the My Opportunities view, they observe the following issues: • The salesperson can view information for all salespeople. • The salesperson does not see their current data. You need ensure the salesperson can only see their information. Which Excel PivotTable attributes should you use? - Save source data with file is unchecked - Refresh data when opening file is checked - Refresh data when opening file is unchecked - Save source data with file is checked 1. Ensure the template does not open with data beyond their access level 2. Ensure the template displays the user's current data
1. Save source data with file is unchecked 2. Refresh data when opening file is checked
100. You are a Dynamics 365 for Customer Service administrator. You identify the following issues: •Remote sales team members report that they cannot access the latest data on commuters, phones, and tablets. •Help desk team members must be able to access all inbound emails from multiple queues in a single queue. You need to resolve the issues. Which options should you configure? Options: - none - Forward mailbox - Server-side synchronization - D365 for Outlook Team: 1. Remote sales team 2. Help desk team
1. Server-side synchronization 2. Forward mailbox
60. You are a Dynamics 365 Customer Engagement administrator. You create workflows to automate business processes. You need to configure a workflow to meet the following requirements: • Be triggered when a condition is met. • Run immediately. • Perform an action when a condition is met. How should you configure the workflow? 1. Be triggered when a condition is met - Publish workflow - Subject contains data - Trigger when a Microsoft Flow button is pressed 2. Run immediately - Approve the workflow - Configure the workflow to run now - Configure child workflow to run now 3. Perform an action when a condition is met - Send an email - View chart - Update a security role
1. Subject contains data 2. Configure the workflow to run now 3. Send an email
64. You are a Dynamics 365 help desk administrator You need to create a dashboard that displays information on help desk cases that ate handled each week. Which dashboard components should you use? Component types: - System chart - Personal chart - Area chart 1. Add a tag chart by using opened cases 2. Add a stacked column chart shared with your team 3. Add a Microsoft Power BI visualization 4. Add a chart from a view that a user creates 5. Add a doughnut chart that shows cases by owner
1. System 2. Personal 3. Personal 4. Personal 5. System
59. You are a Dynamics 365 for Customer Service administrator. A user must be able to view system posts and activities in a dashboard. You need to create the dashboard for the user. Which components should you use? 1. Display system posts - Timeline - Organization Insights - IFrame - Relationship Insights 2. Display activities - Lists - Social Insights - Organizational Insights - Relationship Insights
1. Timeline 2. Lists
43. You are a Dynamics 365 Customer Engagement administrator. Each team will use Microsoft Excel in different ways. Team/Requirement: 1. Sales: Use Excel to quickly edit multiple D365 records directly in D365 2. Marketing: save a snapshot of D365 data in an excel workbook. The team must be able to share the workbook with team members who are not D365 users - Use Excel Online - Export to an Excel static worksheet - Export to an Excel dynamic worksheet ........................................................................................................................................ 3. Information: The team must be able to store an Excel workbook that includes data from D365. The team must be able to refresh the view to include the most current data. 4. Customer support The team must share an Excel workbook with other D365 users. The users must only see records allowed by their security profiles. - Export to an Excel static PivotTable - Export to an Excel static worksheet - Export to an Excel dynamic worksheet
1. Use Excel Online 2. Export to an Excel static worksheet 3. Export to an Excel dynamic worksheet 4. Export to an Excel dynamic worksheet
93. You are a Dynamics 365 Customer Engagement system administrator. You have the following security design for a Parent Business Unit: 1. Which security type ensures only Salesperson A can view Contact A? - user - field - record ownership 2. Which hierarchy allows Territory Manager B to see information from Salesperson B? - Parent - Manager - Position
1. User 2. Position
34. You are a Microsoft 365 administrator. You create a Dynamics 365 online tenant in the environment. You must assign users into Office 365 security roles using the principle of least privilege. You need to assign security roles for users. Which role should you use? Options: - global administrator - user (no administrator access) - D365 service administrator - service administrator 1. Configure server-side synchronization within D365 2. Allocate D365 licenses to users 3. Configure a new D365 CE instance. Back up and restore D365. 4. Add new accounts to D365 for sales.
1. global administrator 2. global administrator 3. D365 service administrator 4. D365 service administrator
65. You are a Dynamics 365 for Customer Service help desk administrator. Cases entered in forms require different types of data to be stored in different types of fields. You need to create forms for each of the following case types: 1. A new case form that includes a timeline 2. A new case form that includes a business process flow 3. A new case form that can display case data on an interactive dashboard 4. A new mobile-friendly case form that requires minimal fields for record creation 5. A new mobile-friendly case form that displays the subject, case title, and status fields from a parent case Form types: - quick create - main - quick view - card
1. main 2. main 3. main 4. quick create 5. card
76. You have a Dynamics 365 for Customer Service tenant that has one Sandbox instance and multiple Production instances. You need to import changes from the Sandbox instance to each of the Production instances with different requirements. Which types of solutions should you use? Solution types: managed, unmanaged 1. Include changes as part of the default solution 2. Remove changes by uninstalling the solution 3. Ensure ability to maintain customizations of needed 4. Prevent others from making changes to the solution
1. unmanaged 2. managed 3. unmanaged 4. managed
23. You have the following customers; Customer A, B. The customers report the following issues: A = The customer can track received email but cannot send email from D365 B = The customer cannot send or receive emails from D365 You need to resolve the issues. Options: - Review the Server-Side Synchronization Dashboard - Reinstall the D365 App for Microsoft Outlook - Configure folder-level tracking - Initiate a Test and Enable Mailbox
A = Review the Server-Side Synchronization Dashboard B = Review the Server-Side Synchronization Dashboard
25. 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 Dynamics 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? A. Synchronize appointment attachments with Outlook or Exchange B. Exchange folder-level tracking C. Go Offline D. Synchronize tasks that assigned in Outlook
A. Synchronize appointment attachments with Outlook or Exchange D. Synchronize tasks that assigned in Outlook
7. [Case Study 1] You need to make the Child Attendance report available. What should you do? A. Transfer the Child Attendance report by using a third-party tool B. Open the Child Attendance report from the sandbox and change the data source to production C. Add attendance log to the related record types D. Add the report to a solution and export the solution. Next, import the exported solution into production
Add the report to a solution and export the solution. Next, import the exported solution into production
83. 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
App Designer
75. You are a Dynamics 365 for Customer Service system administrator. You need to implement a Dynamics 365 portal that allows customers to perform the following tasks: •Post product experience information to forums. •Enter issues in an online support center. •Enter ideas for future products. Which type of portal should you implement? A. Partner B. Customer Self-Service C. Employee Self-Service D. Community E. Custom
Community
49. 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 digits after the decimal. What should you configure? A. Currency field type to whole number B. Base Currency to use four decimal places C. Currency Precision to use four decimal places D. Currency Conversion to use four decimal places
Currency Precision to use four decimal places
12. [Case Study 2] You need to resolve the redundant field issue. What should you do? A. Delete the field from the solution in the Sandbox environment B. Remove the field from the solution in the Sandbox environment C. Remove the field from the solution in the QA environment D. Delete the field from the solution in the QA environment
Delete the field from the solution in the QA environment
45. You 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. Open the solution.zip file and read the solution.xml file, Delete the lines in the file that cause the import errors. B. Export the solution from the Sandbox instance and re-import the solution into the Production instance. C. Put in a service request to turn tracing on the servers. D. Download the log file and review the log file for errors. Fix the cause of the errors and reimport the solution.
Download the log file and review the log file for errors. Fix the cause of the errors and reimport the solution.
1. [Case Study 1] You need to set up annual surveys. What should you do? A. Enable Voice of the Customer B. Use dialogs C. Enable Customer Insights D. Install a custom workflow solution
Enable Voice of the Customer
98. 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.
Enable server-based Microsoft SharePoint integration.
85. 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 environment. 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.
Export the solution as unmanaged
4. [Case Study 1] You need to move changes to the production environment. What should you do? A. Import an unmanaged solution with a default publisher B. Import a managed solution with a default publisher C. Import a managed solution with a custom publisher D. Import an unmanaged solution with a custom publisher
Import a managed solution with a custom publisher
51. You 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 the Dynamics 365 Diagnostic tool, run the diagnostic test. B. In System Jobs, resume paused system jobs. C. In the Data Performance view, use the Optimize function. D. In an Internet browser, in the browser options, set the option to retain browser history.
In the Data Performance view, use the Optimize function.
91. You are a Dynamics 365 for Customer Service system administrator. You enable the Quick Find view to look up First Name, Last Name, Email, and City on the Contact entity. You need to identify where the Quick Find search will be used.
Magnifying Glass
68. 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 365 home B. Security Roles C. Manage Roles D. Dynamics administration center
Manage Roles
50. You manage Dynamics 365 for Customer Service Development. Test, and Production instances. You use an unmanaged solution to develop customization and deploy the customization to a Production instance. Several deployed customization do not meet legal standards. You delete the unmanaged solution and the customization remain. You need to remove the customization. What should you do? A. Change the version number on the unmanaged solution to the previous version. B. Manually remove each customization. C. Install the previous solution. D. Change the publisher settings
Manually remove each customization.
20. A company identifies a new opportunity. Sales associates must collaborate to convert the opportunity to a sale. All associates have access to Microsoft SharePoint but some associates do not have access to Dynamics 365 for Sales. You need to ensure that users can collaborate on a single platform that directly integrates with Dynamics 365 data. Which tool should you use? A. Microsoft Skype for Business B. Microsoft OneDrive for Business C. Yammer D. Microsoft Office 365 Delve E. Microsoft Office 365 Groups
Microsoft Office 365 Groups
24. 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 solution. A. Microsoft OneDrive for Business B. Microsoft Yammer C. Microsoft OneNote D. Microsoft Skype for Business E. Microsoft Exchange Online
Microsoft Yammer Microsoft Skype for Business Microsoft Exchange Online
15. You are developing a D365 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: Access Solution Explorer and take a screenshot of the entities, forms, views, charts, fields, 1:N relationships, N:1 relationships, and N:N relationships. Does the solution meet the goal?
No
16. 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?
No
18. 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 Contact entity to search for the word run. Does the solution meet the goal?
No
70. You are a Dynamics 365 for Customer Service system administrator. You use the Data Performance tool. There are 14 items in the All Data Performance Logs view. Some log items detail positive 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?
No
71. You are a Dynamics 365 for Customer Service system administrator. You use the Data Performance tool. There are 14 items in the All Data Performance Logs view. Some log items detail positive 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?
No
80. You are a Dynamics 365 for Customer Service administrator for Contoso, Ltd. A user named Elizabeth Rice signs in to Dynamics 365 by using the following sign in name: [email protected]. 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?
No
87. 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?
No
96. 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: [email protected]. 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, update the name. Does the solution meet the goal?
No
74. You are a Dynamics 365 for Customer Service system administrator. A user experiences slow performance when using Dynamics 365. You need to check the latency of the environment. What should you do? A. Use the organization Insights tool. B. View the Health section of Microsoft Office 365 Admin portal. C. View the Power platform Admin center. D. Run the Dynamics 365 Diagnostics tool.
Run the Dynamics 365 Diagnostics tool.
33. You are a Dynamics 365 for Customer Service system administrator for a company. The vice president of sales must be able to read account data for her business unit and other business units that report to her. You need to configure the minimum level of access for the read privilege on the Account entity. Which access level should you assign? A. Organization B. User C. Parent Child Business Unit D. Business Unit
Parent Child Business Unit
42. 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. Referential. Restrict Delete B. Restrict C. Parental D. Referential
Parental
78. 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.
Publish customizations.
46. 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. Package type B. Installed date C. Publisher D. Team ownership
Publisher
28. You are a Dynamics 365 for Customer Service system administrator. You set up server-side synchronization. You plan to deploy the Dynamics 365 App for Outlook after users have received training. Users do not have administrator rights. You need to identify which method you would use to deploy Dynamics 365 App for the trained users. Which method will accomplish this goal? A. Push the App for Outlook to only select users from Dynamics 365 Settings area. B. Push the App for Outlook manually or automatically to all eligible users from Dynamics 365 Settings area. C. Have users install themselves directly from the Dynamics 365 Settings area. D. Push the App for Outlook to all eligible users from the Dynamics 365 administration center. E. Have users install themselves from the personal Settings area.
Push the App for Outlook to only select users from Dynamics 365 Settings area.
8. [Case Study 1] You need to ensure that new childcare workers can use D365 within Microsoft Outlook. What should you do? A. Push the D365 App for Outlook to childcare workers B. Push the D365 for Outlook to childcare workers C. Have the childcare worker deploy D365 App for Outlook D. Have the childcare worker install the Dynamics add-in from Outlook
Push the D365 App for Outlook to childcare workers
47. 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. Download Voice of the Customer from the Microsoft website. Import the solution into the Dynamics 365 instance. B. 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. C. Add the correct role to each user to allow them to use the Voice of the Customer solution. D. Select the Application tab in the Dynamics 365 admin center. Configure Voice of the Customer. E. Search AppSource for Voice of the Customer. Import the solution.
Select the Application tab in the Dynamics 365 admin center. Configure Voice of the Customer.
36. You are a Dynamics 365 for Customer Service administrator. Sales team members record leads in a Microsoft Excel workbook after conferences. The system must prevent the addition of duplicate leads from the workbooks. Sales team members must be able to manually create a duplicate lead record. You need to configure duplicate detection settings. Which two actions should you perform? A. Set the value of When a record is created or updated to on. B. Create a duplicate detection job for all active accounts. C. Set the value of During import to on. D. Set the value of When a record is created or updated to off. E. Set the value of Enable duplicate detection to off.
Set the value of During import to on. Set the value of When a record is created or updated to off.
39. You are a Dynamics 365 for Customer Service system administrator. You receive an email notification that you have reached 80 percent of your Dynamics 365 stage limit. You perform the following actions to free up space: • Delete known items that use large amount of storage. • Perform bulk deletes on suspended system jobs. • Delete audit logs older than six months old. • Delete email attachments older than two years old. The total storage used indicator shows that the storage amount has not changed after you perform the actions. You need to determine why the storage amount has not changed. What is the cause? A. Email attachments can only be deleted when the associated email is deleted. B. The current audit log cannot be deleted. C. The system can take up to 24 hours to update storage information. D. Suspended workflows are in a waiting state, therefore cannot be deleted.
The system can take up to 24 hours to update storage information.
14. You are developing a D365 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
Yes
17. 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?
Yes
72. You are a Dynamics 365 for Customer Service system administrator. You use the Data Performance tool. There are 14 items in the All Data Performance Logs view. Some log items detail positive 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?
Yes
73. 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?
Yes
88. 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?
Yes
89. You are a Dynamics 365 for Customer Service administrator for Contoso, Ltd. A user named Elizabeth Rice signs in to Dynamics 365 by using the following sign in name: [email protected]. 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?
Yes
37. 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 unable view all available data? A. You selected the This Page Only option and exported a static worksheet. B. You exported a Pivot Table worksheet. The user does not have the appropriate security role in Dynamics 365 to see all records. C. You ran a report in Dynamics 365 Customer Engagement and then saved the report as an Excel file. D. You exported a dynamic worksheet. The user does not have the appropriate permissions in Excel to see all records.
You exported a Pivot Table worksheet. The user does not have the appropriate security role in Dynamics 365 to see all records.
2. [Case Study 1] You need to ensure that attendance records contain the proper default values. What should you do? A. a workflow B. a field mapping C. a business process flow D. a business rule
a field mapping
101. An organization plans to create a hierarchy to categorize products and sales literature. You need to implement subject trees to create the hierarchy. What should you create? A. a subject tree for organization to be used by products and sales literature B. a subject tree for products and create a subject tree for sales literature C. a subject tree for sales and create a subject tree for customer service D. a subject tree for sales team and customer service team
a subject tree for organization to be used by products and sales literature
86. You are a Dynamics 365 administrator for a veterinarian clinic. On the client appointment form, there is a dropdown field for clients to select their type of pet. If a client selects the option Other, the veterinarian wants a text field to appear so that additional details can be added. You need to create a dynamically visible field. What should you configure? A. business rule B. workflow C. business process flow D. field visibility on the form
business rule
11. [Case Study 2] You need to update the Service Fee field to meet requirements. What should you modify? A. data type B. field type C. precision D. minimum and maximum values
precision
67. 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 made 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 fields to be required are set to Optional at the field properly level B. the Created On and Modified On date fields are not included on the form C. Created On and Modified On are system fields and cannot be used in business rules D. the Created On and Modified On date fields are in a hidden tab on the form
the Created On and Modified On date fields are not included on the form