CRM Microsoft Dynamics 365 2

Question 1

What is an 'Entity' in Microsoft Dynamics 365 (now called 'Table' in Dataverse)?

Accepted Answer

A database table that stores a specific type of business data like Contacts or Opportunities

Answer

An Entity (now called Table) in Dynamics 365 is a structured database table that stores a specific type of CRM data, like Contacts, Accounts, or Leads.

Question 2

What is 'Opportunity Management' in Dynamics 365 Sales?

Accepted Answer

Tracking potential revenue-generating deals through the sales process

Answer

Opportunity Management in Dynamics 365 Sales tracks potential deals from qualification through close, including revenue, close date, and pipeline stage.

Question 3

What is 'Sales Insights' (now Dynamics 365 Sales Insights) in Microsoft Dynamics?

Accepted Answer

An AI-powered add-on providing predictive analytics, relationship intelligence, and conversation intelligence

Answer

Sales Insights uses AI to provide predictive lead/opportunity scoring, relationship health insights, and conversation analytics to help sales teams prioritize.

Question 4

What is the role of 'System Administrator' security role in Dynamics 365?

Accepted Answer

The highest-privilege role with full access to configure and customize the entire environment

Answer

The System Administrator role has full access to all Dynamics 365 features, data, and customization capabilities.

Question 5

What is 'Activity' in Microsoft Dynamics 365?

Accepted Answer

A type of record tracking interactions like emails, calls, appointments, and tasks

Answer

Activities in Dynamics 365 are records that track customer interactions including emails, phone calls, appointments, tasks, and custom activities.

CRM - Software Practice Test

CRM - Software Practice Test

CRM Microsoft Dynamics 365 2