Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate practice questions

Question 1

A Dynamics 365 Sales architect at a B2B SaaS sales organization is designing the sales pipeline configuration and is being asked what the Microsoft documentation prescribes, for the upcoming sales operations cutover. Per the Microsoft documentation, which TWO options match the documented capabilities?

Accepted Answer

After you create and import Office Word templates into customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation), users select one button to generate standardized documents automatically populated with data.

Accepted Answer

This feature has some special considerations you need to know to successfully create Word templates.

Answer

This Dynamics 365 Sales capability is decommissioned in favor of a third-party CRM and Microsoft no longer recommends it for new Dynamics 365 Sales architectures or rollouts in the current release wave.

Answer

This Dynamics 365 Sales capability requires the customer to operate a self-hosted Dataverse instance on virtual machines instead of using the Microsoft online managed service, and is not supported.

Question 2

A sales operations analyst is evaluating which goal metric to use to track the total number of sales phone calls completed in a given period in Dynamics 365 Sales. Which metric type fits, and what is its data type?

Accepted Answer

The Count metric, whose data type is integer, because it counts completed phone calls

Answer

The Amount metric with a Money data type, because it tracks the revenue from calls

Answer

The Amount metric with an Integer data type, because each call total varies by weight

Answer

The Count metric paired with a Money data type, because each call maps directly to revenue

Question 3

A sales operations team is rolling out the Dynamics 365 App for Outlook and must decide which command a seller uses to associate an email with a specific opportunity row and populate its regarding lookup. Which command applies?

Accepted Answer

Set Regarding, which links the email to a row and populates its regarding lookup field.

Answer

Add templates, which inserts a saved email template into the message being composed.

Answer

Track or Untrack, which only removes the message's existing link to a row in the app.

Answer

Add knowledge base article, which attaches a published article to the email thread.

Question 4

A sales platform engineer at a manufacturing rep network is evaluating a Dynamics 365 Sales option as part of a functional design review, in the most recent customer engagement design board. Per the Microsoft documentation, which option matches?

Accepted Answer

There are multiple types of forms in Customer Insights - Journeys: Marketing form: Capture new leads or contacts.

Answer

This Dynamics 365 Sales feature can be enabled only by Microsoft Support, not by an administrator.

Answer

This Dynamics 365 Sales capability is delivered only as a private-preview feature and is not yet generally available in any region.

Answer

This Dynamics 365 Sales feature mandates a paid Premier Support contract before configuration.

Question 5

A Dynamics 365 administrator at a support organization is designing reusable email content and must choose between the global, personal, and organizational template scopes, needing the scope that is available for any record type. Per Microsoft documentation, which template type matches?

Accepted Answer

A global template, because it is available for any record type rather than tied to one activity type.

Answer

An organizational template, because it is available to all users in the organization for one record type.

Answer

A personal template, because it is accessible only to you and attaches to any type of email activity.

Answer

A case email template, because it is applied to every email activity regardless of the source record.

Question 6

A sales operations lead at a B2B SaaS sales organization is configuring a new Dynamics 365 Sales environment and is being asked which documented capability matches the requirement, during a functional design review. Per the Microsoft documentation, which option matches?

Accepted Answer

Predictive opportunity scoring in Dynamics 365 Sales provides a scoring model to generate scores for opportunities in your pipeline.

Answer

This Dynamics 365 Sales capability is delivered only as a private-preview feature and is not yet generally available in any region.

Answer

This Dynamics 365 Sales capability is restricted to a single business unit and cannot be shared with the parent organization by design.

Answer

This Dynamics 365 Sales capability is automatically inherited from the parent business unit and cannot be overridden at the team scope.

Question 7

A model-driven app maker at a retail account management team has decided to standardize a model-driven app pattern across the estate and is being asked which definition matches, during a functional design review. Per the Microsoft documentation, which option matches?

Accepted Answer

Use Set Regarding in Dynamics 365 App for Outlook to associate an email message or appointment to a specific row in your app.

Answer

This Dynamics 365 Sales capability is delivered only as a private-preview feature and is not yet generally available in any region.

Answer

This Dynamics 365 Sales capability is restricted to a single business unit and cannot be shared with the parent organization by design.

Answer

This Dynamics 365 Sales capability is automatically inherited from the parent business unit and cannot be overridden at the team scope.

Question 8

A retail organization is migrating CRM contacts and purchase history into Customer Insights - Data and is tasked with picking the source tables for the Customer data step of the unification process. Which table should be left out of that source selection?

Accepted Answer

The purchase transactions table, with many order rows tied to each customer

Answer

The CRM accounts table holding company names, billing phones, and postal address

Answer

The loyalty members table containing member name, email, and home address

Answer

The contacts master table storing one profile row for each known customer

Question 9

A sales systems administrator at a manufacturing rep network is being audited on the documented behavior of a Dataverse control and must select the option that matches, during a functional design review. Per the Microsoft documentation, which option matches?

Accepted Answer

Floating point numbers store an extremely close approximation of the value.

Answer

This Dynamics 365 Sales feature is restricted to on-premises deployments only.

Answer

This Dynamics 365 Sales feature is unavailable to model-driven apps in any tenant.

Answer

This Dynamics 365 Sales feature is exposed only through the legacy classic web client.

Question 10

A revenue operations administrator is rolling out a new price list in Dynamics 365 Sales and must decide which Pricing Method to set on a price list item so the seller can ignore the product's list price in the product catalog and enter a different price manually for this price list. Which Pricing Method fits this requirement?

Accepted Answer

Currency Amount, which ignores the catalog list price so you manually enter a different price here

Answer

Percent of List, which sets the price as a percentage of the associated product's list price

Answer

Percent Markup - Current Cost, which adds a set percent markup on top of the product's current cost

Answer

Percent of Standard Cost, which sets the price as a percentage of the product's standard cost

Question 11

An organization is configuring the new lead qualification experience and must decide on a setting so the system creates the resulting record automatically instead of waiting for the seller to choose. Which option should be selected?

Accepted Answer

Select Automatic so the system creates the record automatically when a lead is qualified.

Answer

Select Seller so each seller decides whether to create or reuse a record while qualifying.

Answer

Turn on the Ask me every time setting so the system prompts the seller before creating a record.

Answer

Switch the lead form's business process flow so it skips the qualify stage altogether.

Question 12

An events team is evaluating how to host an event registration experience in Customer Insights - Journeys and must choose between a single standalone registration page and a Power Pages portal. Which statement correctly distinguishes the options?

Accepted Answer

A standalone registration page is hosted on Customer Insights infrastructure, no extra license

Answer

A Power Pages portal is hosted on Customer Insights infrastructure and needs no extra license

Answer

Both options require the out-of-box web application running on your own domain first

Answer

A standalone page can only be built through the event API, not the registration form

Question 13

A sales enablement manager at a manufacturing rep network is migrating a legacy CRM workflow to Dynamics 365 Sales and is being asked what the Microsoft guidance documents, in the most recent customer engagement design board. Per the Microsoft documentation, which option matches?

Accepted Answer

The Dataverse auditing feature helps you meet external and internal auditing, compliance, security, and governance policies that are common to many enterprises.

Answer

This Dynamics 365 Sales capability requires the customer to bring third-party encryption keys before Power Platform can be turned on in the environment.

Answer

This Dynamics 365 Sales capability is gated behind the legacy Dynamics 365 Marketing license and is not part of any Dynamics 365 Sales subscription.

Answer

This Dynamics 365 Sales capability is offered only through the legacy classic web client and provides no Power Apps maker portal automation path.

Question 14

A sales operations lead at a B2B SaaS sales organization is configuring lead qualification and must decide what sellers should expect when they select an existing contact while qualifying a lead. Per the Microsoft documentation, which fields are automatically populated on the lead form?

Accepted Answer

First Name, Last Name, Job Title, Business Phone, Mobile Phone, and Email are populated from the chosen contact.

Answer

Company Name, Job Title, Annual Revenue, and Industry are populated from the contact's parent account record.

Answer

First Name, Last Name, Email, and the predictive lead score are populated from the related opportunity record automatically.

Answer

Business Phone, Mobile Phone, Email, and the price list are all copied across from the matching account record.

Question 15

A solution architect is enabling SharePoint document management for entities in Dynamics 365 Sales and must decide which entities still receive an automatically created hierarchical folder structure even when they have more than one many-to-one relationship with the parent. Which TWO entities are the documented exceptions?

Accepted Answer

The opportunity entity receives an automatically created hierarchical folder structure in SharePoint.

Accepted Answer

The contract entity receives an automatically created hierarchical folder structure in SharePoint.

Answer

The account entity receives an automatically created hierarchical folder structure in SharePoint.

Answer

The lead entity receives an automatically created hierarchical folder structure in SharePoint.

Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate

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