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Microsoft Dynamics 365 Flashcards

6 cards from real CRM practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.

Read the first 6 Microsoft Dynamics 365 flashcards as text

  1. What is 'Field Service' in the Microsoft Dynamics 365 suite?

    Answer: A module for managing and dispatching field technicians for on-site service delivery

    Dynamics 365 Field Service manages the scheduling, dispatching, and tracking of field technicians who deliver on-site services.

  2. What is the 'Dynamics 365 App for Outlook'?

    Answer: An add-in that embeds Dynamics 365 CRM functionality directly within Outlook

    The Dynamics 365 App for Outlook is an add-in that lets users view CRM data, track emails, and create CRM records without leaving Outlook.

  3. What is 'Marketing Automation' in Dynamics 365 Marketing (now Customer Insights - Journeys)?

    Answer: Orchestrating multi-channel customer journeys triggered by behaviors and attributes

    Dynamics 365 Marketing automates multi-channel customer journeys — email, SMS, push notifications — triggered by CRM data and customer behaviors.

  4. What is the purpose of 'Queues' in Dynamics 365 Customer Service?

    Answer: Shared work item repositories where cases and activities are organized for team assignment

    Queues in Dynamics 365 Customer Service are shared containers for cases, emails, and activities that teams can pick from or be assigned automatically.

  5. What is 'Dynamics 365 Finance' and how does it relate to CRM?

    Answer: An ERP module for financial management that integrates with CRM sales data for unified customer view

    Dynamics 365 Finance is the ERP financial management module that, when combined with Dynamics 365 Sales, provides a unified view of customer financial and sales data.

  6. What is a 'Solution' in Microsoft Dynamics 365 / Dataverse?

    Answer: A packaged set of customizations and components that can be transported between environments

    A Solution in Dynamics 365 is a container for customizations (entities, forms, workflows, etc.) that can be exported and imported across environments.