This skill focuses on the foundational aspects of Dynamics 365 customer engagement apps. The topics covered in this skill include:
By studying this skill, you will gain an understanding of the basics of Dynamics 365 customer engagement apps and how it relates to the Microsoft Power Platform and Dataverse. You will also learn how to navigate within Dynamics 365 customer engagement apps.
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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.)
Monthly bookkeeping services that take four hours.
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 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.)
Yearly tax filings with variable hours that are based on a client’s needs for one year.
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 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.)
Reimbursements for unplanned government filing fees.
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? (Select two.)
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:
Which allocation method should you use?
There are complex services being used with your Dynamics 365 instance in which you own and manage the software applications as well as the data hosted in Azure. You need to determine which type of cloud service model is being used by your organization.
Which cloud service model is being used?
You are discussing the benefits of hosting a Dynamics 365 development sandbox on Microsoft Azure.
What are the two benefits? (Select two.)
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.
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? (Select two.)
You work for a home decorating company. You need to ensure that qualifying leads can become project-based opportunities.
What should you do? (To answer, select the appropriate option in the answer area.)
You must assign a value to the xxxxxx for each lead record.
You are the resource manager for an electrical contractor that uses Dynamics 365 Project Operations. You need to track information about electrician’s qualifications and professional licenses, and certifications.
Which attribute should you use?
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? (To answer, drag the appropriate functionalities to the correct scenarios. Each functionality 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.)
Update the project task
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Update the hours.
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You are a project manager for a company that uses Dynamics 365 Project Operations. You need to determine whether a specific resource has the availability to work on a project.
For each of the following statements, select Yes if the statement is true. Otherwise, select No.
You can use the Schedule Board to determine when the resource is available.
You are a project manager for a company that uses Dynamics 365 Project Operations. You need to determine whether a specific resource has the availability to work on a project.
For each of the following statements, select Yes if the statement is true. Otherwise, select No.
You can use the Active Role Utilization chart to determine when the resource is available.
You are a project manager for a company that uses Dynamics 365 Project Operations. You need to determine whether a specific resource has the availability to work on a project.
For each of the following statements, select Yes if the statement is true. Otherwise, select No.
You can use Resource Reconciliation to determine when the resource is available.
A company plans to implement Dynamics 365 Project Operations.
Which two billing methods does Dynamics 365 Project Operations support? (Select two.)