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MB-910: Microsoft Dynamics 365 Fundamentals (CRM) Sample Questions

  • Article
  • 09/22/2022
  • 17 minutes to read

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Last Updated: 4/13/2022

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Microsoft is exploring the possibility of providing sample questions as an exam preparation resource, and we would like your feedback. While we prefer that you complete the survey after taking the exam, you may complete it at any time. Thank You!

User Guide

These sample questions are intended to provide an overview of the style, wording, and difficulty of the questions that you are likely to experience on this exam. These questions are not the same as what you will see on the exam nor is this document illustrative of the length of the exam or its complexity (e.g., you may see additional question types, multiple case studies, and possibly labs). These questions are examples only to provide insight into what to expect on the exam and help you determine if additional preparation is required.

In the first section, you will find the questions without answers so that you can test your knowledge. In the second section, the answer, a rationale, and a URL that will link you to additional information is provided immediately below each question.

Questions

Question # 1 (Multiple Choice)

A marketing agency wants to create a few lists of contacts and accounts to run a customer journey for their upcoming product launch.

Which two options can the agency use? Each correct answer presents a complete solution.

A. Static Marketing List
B. Static Segment
C. Dynamic Marketing List
D. Dynamic Segment

Question # 2 (Multiple Choice)

A company wants to send sales information about new offerings once a month to VIP customers.

What should the company use?

A. Event-based journeys
B. Segment-based journeys
C. Quick campaigns
D. Form matching

Question # 3 (Multiple Choice)

You are using Dynamics 365 Marketing application to manage email campaigns. You want to create a segment in the Marketing application. You must use a solution that analyzes the data using Artificial Intelligence (AI) and the data collected from various applications.

Which application should you choose?

A. Customer Voice
B. Customer Service Insights
C. Customer Insights
D. Sales Insights

Question # 4 (Multiple Choice)

A company wants to send a survey from a Dynamics 365 lead record. They need the question responses to be tracked in Dynamics 365 automatically when completed.

Which application should the company use?

A. Dynamics 365 Customer Voice
B. Microsoft Outlook integration
C. Microsoft Forms integration
D. Dynamics 365 Marketing

Question # 5 (Sentence Completion)

Select the answer that correctly completes the sentence.

A customer agrees with a quoted price and wants to place an order with a company. The salesperson wants to create an order for this quote. The quote can only be converted to an order when it is in _____________ state.

A. a draft
B. an active
C. a cancelled
D. a revised

Question # 6 (Multiple Choice)

You qualified a lead. Your manager wants to know how much the customer wants to spend and how quickly they want to buy

In which stage of the sales lifecycle is your record?

A. Lead
B. Opportunity
C. Quote
D. Order
E. Invoice

Question # 7 (Multiple Choice)

You are reviewing the sales pipeline with your sales team. You want to know which opportunities have low winning confidence.

Which forecast category defines the confidence level?

A. Pipeline
B. Omitted
C. Lost
D. Committed

Question # 8 (Matching)

Match the solution on the left to the correct descriptions on the right.

SolutionDescriptions
A. Dynamics 365 Sales Insights
B. Dynamics 365 Customer Insights
C. Dynamics 365 Sales
_____ 1. Unify customer data across multiple sources to get a single view of a customer.
_____ 2. Nurture Lead and Opportunities.
_____ 3. Analyze customer interaction data stored in Dynamics 365 Sales and Microsoft 365.

Question # 9 (Multiple Choice)

A company is using Dynamics 365 Customer Service to manage their cases. The company created an entitlement with a future start date.

What will be the status of the entitlement when you activate the entitlement?

A. Waiting
B. Active
C. Draft
D. Cancelled

Question # 10 (Multiple Choice)

A company wants to track the support provided to its customers using tables. The tables need to include the type of support, the response time, and the channel that the customer used to contact support.

Which three tables should you choose? Each correct answer presents part of the solution.

A. Omnichannel Chat Channel
B. Entitlements
C. Service Level Agreement
D. Customer Service Schedule
E. Entitlement Channel

Question # 11 (Matching)

Match the rulesets on the left to the correct descriptions on the right.

RulesetsDescriptions
A. Routing Rules
B. Queue
C. Automatically record creation and update rules
_____ 1. Automatically convert a service activity to a case.
_____ 2. Automatically assign a case to the right agent.
_____ 3. Categorize cases based on products and agents can access it.

Question # 12 (Sentence Completion)

Select the answer that correctly completes the sentence.

A work order status should be in __________ status when a field technician starts traveling to a work order location.

A. Scheduled
B. In-Progress
C. Completed
D. Posted

Question # 13 (Multiple Choice)

Which feature of field service allows you to create questions to ensure that technicians are working in a safe environment and following safety protocols?

A. Work Order Service Tasks
B. Work Order Services
C. Incident Type
D. Inspections

Question # 14 (Matching)

Match the resource skillsets on the left to the correct descriptions on the right.

Resource SkillsetDescription
A. Resource Category
B. Characteristic
C. Rating Model
_____ 1. Assembly repair is an expertise that is needed by a resource to complete the work order.
_____ 2. Proficient in Inventory Management is a value of the expertise or knowledge.
_____ 3. Bookable resource's role is electrician.

Question # 15 (Matching)

Match the types of scheduling on the left to the correct descriptions on the right.

Type of schedulingDescription
A. Schedule Assistant
B. Resource Scheduling Optimization
C. Manual Scheduling

_____ 1. Automatic process to minimize travel time.
_____ 2. Select requirement to create bookings using schedule board.
_____ 3. Recommend times and resources for bookings.

Question # 16 (Multiple Choice)

A company turns on geolocation tracking for their technicians.

Which scenario will create a tracking record?

A. When a work order status changes
B. When a user signs in and signs out of their mobile or browser application
C. When a user moves more than 200 meters
D. Constantly at a specified time interval

Question # 17 (Sentence Completion)

Select the answer that correctly completes the sentence.

You can use ________ to attach a file in the timeline of an account that is sent to you by your customer.

A. a phone call
B. a task
C. notes
D. service activities

Question # 18 (Multiple Choice)

A company is using Dynamics 365 Sales. A group of people want to access contacts data in Dynamics 365 Sales without having a license to access it.

Which export should you select?

A. Dynamic Worksheet
B. Excel Online
C. Dynamic Pivot table
D. Static Worksheet

Question # 19 (Multiple Choice)

A sales team wants to use the right Microsoft application to collaborate with other sales team members. The application should allow the team to access and update account information from Dynamics 365 Sales

Which Microsoft application should the team choose?

A. Microsoft SharePoint
B. Microsoft Outlook
C. Microsoft OneNote
D. Microsoft Teams

Question # 20 (Sentence Completion)

Select the answer that correctly completes the sentence.

You will use _________ to send a customized quote with data from Dynamics 365 Sales to the customer which includes your company logo and standard terms and conditions.

A. an Excel Template
B. an Email Template
C. a Word Template
D. an Article Template

Questions and Answers

Question # 1 (Multiple Choice)

A marketing agency wants to create a few lists of contacts and accounts to run a customer journey for their upcoming product launch.

Which two options can the agency use? Each correct answer presents a complete solution.

A. Static Marketing List
B. Static Segment
C. Dynamic Marketing List
D. Dynamic Segment

ItemDescription
Answer: B, D
Objective: 1.1 Describe Dynamics 365 Marketing capabilities
Rationale: Static Segment: Static or dynamics segment will only be used in the customer journey.
Dynamic Segment: Static or dynamics segment will only be used in the customer journey.
URL: https://learn.microsoft.com/dynamics365/marketing/segments-vs-lists

Question # 2 (Multiple Choice)

A company wants to send sales information about new offerings once a month to VIP customers.

What should the company use?

A. Event-based journeys
B. Segment-based journeys
C. Quick campaigns
D. Form matching

ItemDescription
Answer: B
Objective: 1.1 Describe Dynamics 365 Marketing capabilities
Rationale: This is the correct answer because segment-based journeys to create outbound journeys like sending out announcements or a nurture campaign.
URL: https://learn.microsoft.com/dynamics365/marketing/real-time-marketing-segments

Question # 3 (Multiple Choice)

You are using Dynamics 365 Marketing application to manage email campaigns. You want to create a segment in the Marketing application. You must use a solution that analyzes the data using Artificial Intelligence (AI) and the data collected from various applications.

Which application should you choose?

A. Customer Voice
B. Customer Service Insights
C. Customer Insights
D. Sales Insights

ItemDescription
Answer: C
Objective: 1.2 Describe marketing-related apps
Rationale: Customer Insights: Segments will be created in Customer Insights, and you can push the segments to the Dynamics 365 Marketing application to run email campaigns or customer journey.
URL: https://learn.microsoft.com/dynamics365/marketing/customer-insights-segments

Question # 4 (Multiple Choice)

A company wants to send a survey from a Dynamics 365 lead record. They need the question responses to be tracked in Dynamics 365 automatically when completed.

Which application should the company use?

A. Dynamics 365 Customer Voice
B. Microsoft Outlook integration
C. Microsoft Forms integration
D. Dynamics 365 Marketing

ItemDescription
Answer: A
Objective: 1.2 Describe marketing-related apps
Rationale: Dynamics 365 Customer Voice is the only application that allows a user to send the survey from a Dynamics 365 lead.
URL: https://learn.microsoft.com/dynamics365/customer-voice/send-survey-from-dynamics-365

Question # 5 (Sentence Completion)

Select the answer that correctly completes the sentence.

A customer agrees with a quoted price and wants to place an order with a company. The salesperson wants to create an order for this quote. The quote can only be converted to an order when it is in _____________ state.

A. a draft
B. an active
C. a cancelled
D. a revised

ItemDescription
Answer: B
Objective: 2.1 Describe the Dynamics 365 Sales lifecycle
Rationale: Active State: You can close a quote only when it is in the Active state. If a quote is in an active state, it is in a non-editable state. If you want to edit the quote, you can change the state to revised. If you want to close the quote, you can close it from the active state.
URL: https://learn.microsoft.com/dynamics365/sales/create-edit-quote-sales

Question # 6 (Multiple Choice)

You qualified a lead. Your manager wants to know how much the customer wants to spend and how quickly they want to buy

In which stage of the sales lifecycle is your record?

A. Lead
B. Opportunity
C. Quote
D. Order
E. Invoice

ItemDescription
Answer: B
Objective: 2.1 Describe the Dynamics 365 Sales lifecycle
Rationale: This is the correct answer as when the customer is qualified, it becomes an opportunity and that is where you fill in the information needed for the boss.
URL: https://learn.microsoft.com/dynamics365/sales/nurture-sales-from-lead-order-sales

Question # 7 (Multiple Choice)

You are reviewing the sales pipeline with your sales team. You want to know which opportunities have low winning confidence.

Which forecast category defines the confidence level?

A. Pipeline
B. Omitted
C. Lost
D. Committed

ItemDescription
Answer: A
Objective: 2.2 Describe sales-related apps
Rationale: Pipeline:This is a forecast category that is used to define the confidence level. Forecast category as a Pipeline indicates the low confidence in winning the opportunity.
URL: https://learn.microsoft.com/dynamics365/sales/configure-forecast

Question # 8 (Matching)

Match the solution on the left to the correct descriptions on the right.

SolutionDescriptions
A. Dynamics 365 Sales Insights
B. Dynamics 365 Customer Insights
C. Dynamics 365 Sales
_____ 1. Unify customer data across multiple sources to get a single view of a customer.
_____ 2. Nurture Lead and Opportunities.
_____ 3. Analyze customer interaction data stored in Dynamics 365 Sales and Microsoft 365.
ItemDescription
Answer: A3, B1, C2
Objective: 2.2 Describe sales-related apps
Rationale:
Dynamics 365 Sales Insights Analyze customer interaction data stored in Dynamics 365 Sales and Microsoft 365.
Dynamics 365 Sales and Microsoft 365 interaction data will be analyzed in Dynamics 365 Sales Insights.
Dynamics 365 Customer Insights Unify customer data across multiple sources to get a single view of a customer.
Dynamics 365 Customer Insights will unify the data and create a single profile for customers.
Dynamics 365 Sales Nurture Lead and Opportunities.
In Dynamics 365 Sales, you can create and manage, or nurture leads and opportunities.
URL: https://learn.microsoft.com/dynamics365/sales/overview#dynamics-365-sales-premium

Question # 9 (Multiple Choice)

A company is using Dynamics 365 Customer Service to manage their cases. The company created an entitlement with a future start date.

What will be the status of the entitlement when you activate the entitlement?

A. Waiting
B. Active
C. Draft
D. Cancelled

ItemDescription
Answer: A
Objective: 3.1 Describe Dynamics 365 Customer Service components
Rationale: Waiting: An entitlement will be in the Waiting status until the start date. On the start date, the entitlement status will change to Active.
URL: https://learn.microsoft.com/training/modules/creating-and-managing-entitlements-in-dynamics-365/2-creating-entitlement-records

Question # 10 (Multiple Choice)

A company wants to track the support provided to its customers using tables. The tables need to include the type of support, the response time, and the channel that the customer used to contact support.

Which three tables should you choose? Each correct answer presents part of the solution.

A. Omnichannel Chat Channel
B. Entitlements
C. Service Level Agreement
D. Customer Service Schedule
E. Entitlement Channel

ItemDescription
Answer: B AND C AND E
Objective: 3.1 Describe Dynamics 365 Customer Service components
Rationale: Entitlement: This is used to specify the support term based on the number of cases or number of hours. Based on the entitlement, agents are eligible to create cases for the customer.
Service Level Agreement: When a case is created for a customer, either automatically or manually, you can add a Service level agreement and a timer will be added to the case.
Entitlement Channel: By defining the channel for entitlement, you can track customer support terms for each channel.
URL: https://learn.microsoft.com/dynamics365/customer-service/define-service-level-agreements
https://learn.microsoft.com/dynamics365/customer-service/create-entitlement-define-support-terms-customer

Question # 11 (Matching)

Match the rulesets on the left to the correct descriptions on the right.

RulesetsDescriptions
A. Routing Rules
B. Queue
C. Automatically record creation and update rules
_____ 1. Automatically convert a service activity to a case.
_____ 2. Automatically assign a case to the right agent.
_____ 3. Categorize cases based on products and agents can access it.
ItemDescription
Answer: A2, B3, C1
Objective: 3.1 Describe Dynamics 365 Customer Service components
Rationale:
Routing Rules Automatically assign a case to the right agent.
Routing Rules are used to auto assign a case to the right agent.
Queue Categorize cases based on products and agents can access it.
A Queue is a container used to store cases based on the category or products so an agent or group of agents can access it from a queue.
Automatically record creation and update rules Automatically convert a service activity to a case.
This rule is used to convert an activity to a case.
URL: https://learn.microsoft.com/dynamics365/customer-service/create-rules-automatically-route-cases
https://learn.microsoft.com/dynamics365/customer-service/automatically-create-update-records

Question # 12 (Sentence Completion)

Select the answer that correctly completes the sentence.

A work order status should be in __________ status when a field technician starts traveling to a work order location.

A. Scheduled
B. In-Progress
C. Completed
D. Posted

ItemDescription
Answer: B
Objective: 4.1 Describe Field Service capabilities
Rationale: In progress: When a technician starts travelling to the work order location, they will change the booking status to Traveling. The status of the work order will automatically be changed to In-Progress.
URL: https://learn.microsoft.com/dynamics365/field-service/work-order-status-booking-status

Question # 13 (Multiple Choice)

Which feature of field service allows you to create questions to ensure that technicians are working in a safe environment and following safety protocols?

A. Work Order Service Tasks
B. Work Order Services
C. Incident Type
D. Inspections

ItemDescription
Answer: D
Objective: 4.1 Describe Field Service capabilities
Rationale: Inspections: This provides capabilities to create a digital form that the technician is using to answer a list of questions provided.
URL: https://learn.microsoft.com/dynamics365/field-service/inspections

Question # 14 (Matching)

Match the resource skillsets on the left to the correct descriptions on the right.

Resource SkillsetDescription
A. Resource Category
B. Characteristic
C. Rating Model
_____ 1. Assembly repair is an expertise that is needed by a resource to complete the work order.
_____ 2. Proficient in Inventory Management is a value of the expertise or knowledge.
_____ 3. Bookable resource's role is electrician.
ItemDescription
Answer: A3, B1, C2
Objective: 4.2 Describe scheduling capabilities
Rationale:
Resource Category Bookable resource's role is electrician.
Resource categories are roles (i.e.: subcontractor, manager, etc.). In field service, you can group your resources by resource categories.
Characteristic Assembly Repair is an expertise that is needed by a resource to complete the work order.
A characteristic in the Field Service is a resource with the skills - Assembly Repair.
Rating Model Proficient in Inventory Management is a value of the expertise or knowledge.
A rating model of the characteristic is proficient - Proficient in Inventory Management.
URL: https://learn.microsoft.com/dynamics365/field-service/set-up-bookable-resources
https://learn.microsoft.com/dynamics365/field-service/configure-schedule-board
https://learn.microsoft.com/dynamics365/field-service/set-up-characteristics

Question # 15 (Matching)

Match the types of scheduling on the left to the correct descriptions on the right.

Type of schedulingDescription
A. Schedule Assistant
B. Resource Scheduling Optimization
C. Manual Scheduling

_____ 1. Automatic process to minimize travel time.
_____ 2. Select requirement to create bookings using schedule board.
_____ 3. Recommend times and resources for bookings.
ItemDescription
Answer: A3, B1, C2
Objective: 4.2 Describe scheduling capabilities
Rationale:
Schedule Assistant Recommend times and resources for bookings.
The Schedule Assistant uses requirement details to recommend times and resources.
Resource Scheduling Optimization Automatic process to minimize travel time.
Resource Scheduling Optimization will optimize the time based on resources and requirements.
Manual scheduling Select requirement to create bookings using schedule board.
Manual scheduling is used to book a resource by schedule board.
URL: https://learn.microsoft.com/dynamics365/field-service/rso-optimization-goal
https://learn.microsoft.com/dynamics365/field-service/scheduling-capabilities

Question # 16 (Multiple Choice)

A company turns on geolocation tracking for their technicians.

Which scenario will create a tracking record?

A. When a work order status changes
B. When a user signs in and signs out of their mobile or browser application
C. When a user moves more than 200 meters
D. Constantly at a specified time interval

ItemDescription
Answer: C
Objective: 4.2 Describe scheduling capabilities
Rationale: A tracking record will only be created when a technician is logged into the mobile app and moves more than 200 meters. While the user is moving, it will create records at a specified time interval.
URL: https://learn.microsoft.com/dynamics365/field-service/mobile-powerapp-location-auditing

Question # 17 (Sentence Completion)

Select the answer that correctly completes the sentence.

You can use ________ to attach a file in the timeline of an account that is sent to you by your customer.

A. a phone call
B. a task
C. notes
D. service activities

ItemDescription
Answer: C
Objective: 5.1 identify common customer engagement features
Rationale: Notes: You can attach a document to the notes of an activity of the record.
URL: https://learn.microsoft.com/powerapps/maker/model-driven-apps/set-up-timeline-control?context=/dynamics365/context/sales-context

Question # 18 (Multiple Choice)

A company is using Dynamics 365 Sales. A group of people want to access contacts data in Dynamics 365 Sales without having a license to access it.

Which export should you select?

A. Dynamic Worksheet
B. Excel Online
C. Dynamic Pivot table
D. Static Worksheet

ItemDescription
Answer: D
Objective: 5.1 identify common customer engagement features
Rationale: Static Worksheet: When you download the excel in a static worksheet format, other users will be accessing the data without a license for Dynamics 365 Sales.
URL: https://learn.microsoft.com/dynamics365/customerengagement/on-premises/basics/export-excel-static-worksheet
https://learn.microsoft.com/powerapps/user/export-excel-static-worksheet

Question # 19 (Multiple Choice)

A sales team wants to use the right Microsoft application to collaborate with other sales team members. The application should allow the team to access and update account information from Dynamics 365 Sales

Which Microsoft application should the team choose?

A. Microsoft SharePoint
B. Microsoft Outlook
C. Microsoft OneNote
D. Microsoft Teams

ItemDescription
Answer: D
Objective: 5.2 Describe integration options
Rationale: Microsoft Teams: This application allows users to collaborate with other team members and connect to the Dynamics 365 Sales application data.
URL: https://learn.microsoft.com/dynamics365/teams-integration/teams-install-app

Question # 20 (Sentence Completion)

Select the answer that correctly completes the sentence.

You will use _________ to send a customized quote with data from Dynamics 365 Sales to the customer which includes your company logo and standard terms and conditions.

A. an Excel Template
B. an Email Template
C. a Word Template
D. an Article Template

ItemDescription
Answer: C
Objective: 5.2 Describe integration options
Rationale: Word Template: Word templates will allow users to design and customize the template (add an image). Data will also be populated in the formatted document.
URL: https://learn.microsoft.com/power-platform/admin/using-word-templates-dynamics-365