You are designing reports for a pharmacy. The pharmacy uses Dynamics 365 Sales.
Match each tool to the reporting requirements.
Instructions: To answer, drag the appropriate tool from the column on the left to the requirements on the right. Each tool may be used once, more than once, or not at all.
NOTE: Each correct match is worth one point.
A consulting firm uses Dynamics 365 Project Operations to manage the following types of work for clients:
Monthly bookkeeping services that take four hours
Yearly tax filings with variable hours that are based on a client’s needs for one year Reimbursements for unplanned government filing fees
You need to create opportunity rows.
Which type of service should you use for each type of work? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
A company plans to implement Dynamics 365 Sales. Which two out-of-the-box features can you use to capture leads? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
Dynamics 365 Customer Service has the following requirements:
Issues created on a website must be added to Dynamics 365 Customer Service.
A customer must be limited to opening no more than 10 issues a month.
Escalations must be organized into an area that ensures managers can view escalated issues.
You need to identify the areas in the system that meet the requirements.
Which area should you identify? To answer, drag the appropriate areas to the correct requirements. Each area may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
A company uses Dynamics 365 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. Many users do not have access to Dynamics 365 Sales.
You need to recommend an app for the company.
Which app should you recommend?
A heating and cooling company uses many disparate systems to track technicians and the work performed at customer sites.
A dispatcher wants to implement Dynamics 365 Field Service. The dispatcher needs to ensure that all their current processes can be performed with the new system.
Match each requirement to the lifecycle stage in Dynamics 365 Field Service.
Instructions: To answer, drag the appropriate lifecycle stage from the column on the left to its requirement on the right. Each lifecycle stage may be used once, more than once, or not at all.
NOTE: Each correct selection is worth one point.
A company uses Dynamics 365 Customer Service.
A customer service agent needs to understand how knowledge search works.
How should you explain this feature?
Select the answer that correctly completes the sentence.
A company plans to implement new support software. You need to recommend solutions for the company.
What should you recommend to meet each requirement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
A company provides mobile catering services for corporate and special events. A cooking team arrives at a customer site with mobile cooking stations and ingredients to prepare meals for a customer audience.
The company has identified that Dynamics 365 Field Service allows them to respond to the following requirements:
• Schedule mobile catering teams composed of one chef, three cooks, and one presenter.
• Ensure that adequate ingredients are available and track ingredient shortages.
• Capture timing details to complete a customer order within three hours.
You need to configure the system.
A company uses Dynamics 365 Sales. The following groups of users must be able to perform specific activities with account data.
You need to export data for each group of users. Which export options should you recommend?
To answer, drag the appropriate export options to the correct user groups. Each export option may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
