MB-910 Sample Questions

MB-910 Sample Questions & Answers

Sales and Customer Service capabilities tie for the top weight, alongside Field Service, Customer Insights for Journeys and Data, and the shared foundations and integration options behind every customer engagement app.

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Free MB-910 Sample Questions with Answers

Real questions from the Microsoft Dynamics 365 Fundamentals (CRM) practice test — answers and explanations included. Showing 10 of 20 free samples.

  1. Question 1Beginner

    Describe Dynamics 365 Customer Insights · Describe how to target customers by using segments

    A marketing manager needs to create a target audience for an upcoming webinar focused on financial services. The audience must include all contacts who work in the 'Banking' industry AND have a job title containing 'Manager'. Which Dynamics 365 Customer Insights - Journeys feature should be used to define this specific group of contacts based on their attributes?

    Show answer & explanation

    Correct answer: C

    A dynamic segment is the correct feature because it allows you to build a query based on contact attributes (like industry and job title). The segment will automatically update its membership as contact data changes, ensuring the target audience is always current. Subscription lists are for opt-in/opt-out preferences, not attribute-based filtering.

  2. Question 2Intermediate

    Describe Dynamics 365 Customer Insights · Describe Customer Insights - Data

    A company wants to unify customer data from its e-commerce platform, point-of-sale system, and Dynamics 365 Sales instance to create a single, 360-degree view of each customer. The goal is to calculate metrics like 'customer lifetime value' and identify high-value customer groups. Which Dynamics 365 application is specifically designed for data ingestion, unification, and enrichment to create these comprehensive customer profiles?

    Show answer & explanation

    Correct answer: D

    Dynamics 365 Customer Insights - Data is Microsoft's customer data platform (CDP). Its core purpose is to ingest data from various sources, unify it into a single customer profile, and then generate insights, measures (like lifetime value), and segments based on that comprehensive view.

  3. Question 3Intermediate

    Describe Dynamics 365 Sales · Describe leads and the process for qualifying leads

    True or False: In Dynamics 365 Sales, a Lead must be converted into an Opportunity, an Account, and a Contact record simultaneously. It is not possible to convert a Lead into only an Opportunity and an Account.

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    Correct answer: B

    This statement is false. When qualifying a lead, you have the option to create an Opportunity, an Account, and a Contact. However, creating a Contact is optional. You can qualify a lead to create just an Opportunity and an Account if the lead represents a business-to-business interaction where a specific contact person isn't immediately necessary for the opportunity record.

  4. Question 4AdvancedSelect 2

    Describe Dynamics 365 Customer Service · Describe the functionality for workload management

    A support manager in Dynamics 365 Customer Service needs to ensure that cases related to their 'VIP' customers are automatically assigned to the 'Tier 2 Support' queue as soon as they are created. Which two features should be configured to achieve this? (Select TWO)

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    Correct answers: A, C

  5. Question 5Intermediate

    Describe Dynamics 365 Field Service · Describe asset management and customer assets

    A hospital uses Dynamics 365 Field Service to manage maintenance for its medical equipment, such as MRI and X-ray machines. Each piece of equipment has a detailed service history, warranty information, and a schedule for preventative maintenance. In which Field Service entity should this information be stored to associate it with work orders and service schedules?

    Show answer & explanation

    Correct answer: C

    The Customer Asset entity is designed to track serviceable items belonging to a customer. It is the correct place to store details about specific pieces of equipment, including their location, service history, and related agreements. Work orders are then created against these specific assets.

  6. Question 6Intermediate

    Explore the core capabilities of customer engagement apps in Dynamics 365 · Describe Microsoft Excel and Word integration

    A user needs to export a list of active accounts from Dynamics 365 to perform a mail merge using a pre-formatted company template in Microsoft Word. Which integration feature should they use to accomplish this most efficiently?

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    Correct answer: B

    Word Templates are designed for this exact purpose. A user can create a standardized template in Word, upload it to Dynamics 365, and then generate populated documents (like letters or summaries) for one or more records. This directly merges Dynamics 365 data into the pre-formatted Word document.

  7. Question 7Advanced

    Describe Dynamics 365 Customer Service · Describe the case lifecycle including service-level agreements (SLAs) and entitlements

    Case Study:

    Company Background:
    Contoso Coffee is a premium coffee supplier that sells beans and high-end espresso machines to cafes and restaurants. They use Dynamics 365 Sales for managing their sales pipeline and Dynamics 365 Customer Service for handling support requests related to the machines.

    Current Situation:
    Sales representatives at Contoso Coffee follow a standardized sales process: Qualify Lead -> Develop Opportunity -> Propose Solution -> Close Deal. This process is enforced using a visual guide at the top of the record form. Customer service agents handle cases, but there is no formal system to track how much support time each customer is entitled to based on their purchase contract.

    Requirements:

    1. The sales process must remain visually guided and ensure that specific data points are collected at each stage before moving to the next.
    2. A new system must be implemented to manage customer support entitlements. The 'Gold' support plan, included with premium machine purchases, allows for 15 support hours per year. The 'Standard' plan allows for 5 hours. The system must automatically track and decrement the remaining hours when a case is resolved.

    Question:
    To meet the requirement for managing customer support plans, which Dynamics 365 Customer Service feature should be implemented?

    Show answer & explanation

    Correct answer: C

    Entitlements are specifically designed to track the quantity of support a customer is eligible for, based on terms like number of cases or hours. The scenario's requirement to track and decrement a specific number of support hours ('Gold' plan with 15 hours, 'Standard' with 5) is the primary use case for Entitlements.

  8. Question 8Advanced

    Describe Dynamics 365 Sales · Describe use cases for guided selling including business process flows

    Case Study (Continues):

    Company Background:
    Contoso Coffee is a premium coffee supplier that sells beans and high-end espresso machines to cafes and restaurants. They use Dynamics 365 Sales for managing their sales pipeline and Dynamics 365 Customer Service for handling support requests related to the machines.

    Current Situation:
    Sales representatives at Contoso Coffee follow a standardized sales process: Qualify Lead -> Develop Opportunity -> Propose Solution -> Close Deal. This process is enforced using a visual guide at the top of the record form. Customer service agents handle cases, but there is no formal system to track how much support time each customer is entitled to based on their purchase contract.

    Requirements:

    1. The sales process must remain visually guided and ensure that specific data points are collected at each stage before moving to the next.
    2. A new system must be implemented to manage customer support entitlements. The 'Gold' support plan, included with premium machine purchases, allows for 15 support hours per year. The 'Standard' plan allows for 5 hours. The system must automatically track and decrement the remaining hours when a case is resolved.

    Question:
    Which Dynamics 365 Sales feature is being used to meet the requirement for a visually guided, multi-stage sales process?

    Show answer & explanation

    Correct answer: B

    Business Process Flows (BPFs) provide a visual guide for users to follow through a defined process. They appear as a header across the top of a form, outlining the stages (e.g., Qualify, Develop) and the steps (data points to collect) within each stage. This perfectly matches the description in the case study.

  9. Question 9Intermediate

    Describe Dynamics 365 Field Service · Describe inspections in Field Service

    A technician using the Dynamics 365 Field Service mobile app needs to perform a multi-point safety check before starting work on a piece of industrial equipment. The checklist includes questions with yes/no answers, a text box for notes, and requires a customer signature upon completion. Which Field Service feature should be used to create and attach this digital checklist to the work order?

    Show answer & explanation

    Correct answer: D

    Inspections are digital forms that can be created with various question types (text, number, date, checkbox, signature, etc.) and associated with work orders. Technicians complete them on the mobile app, providing a structured way to capture data, perform tests, and complete checklists like the one described.

  10. Question 10AdvancedSelect 2

    Describe Dynamics 365 Customer Insights · Describe customer journeys

    A marketing team wants to send a follow-up satisfaction survey one week after a customer attends a company-hosted event. The process should be fully automated. Which two Dynamics 365 features are BEST suited to build this solution? (Select TWO)

    Show answer & explanation

    Correct answers: A, B

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