Microsoft Dynamics 365 Customer Experience Analyst - MB-280 Exam Practice Test
You are working in Dynamics 365 Sales. You turn on the visibility of the Dynamics 365 Sales records in the channel.
A user working with leads is unable to pin the view into Microsoft Teams.
You need to identify the issue.
What should you do?
A user working with leads is unable to pin the view into Microsoft Teams.
You need to identify the issue.
What should you do?
Correct Answer: A
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A company plans to use server-side synchronization to synchronize emails, tasks, and appointments between Microsoft Exchange and Dynamics 365 Sales.
The salespeople want to know when their emails will be synced.
You need to describe the server-side synchronization frequency for the salespeople.
How should you describe the frequency?
The salespeople want to know when their emails will be synced.
You need to describe the server-side synchronization frequency for the salespeople.
How should you describe the frequency?
Correct Answer: A
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You need to create and start a new customer journey to send " Welcome " emails to new customers.
Which three actions should you perform in sequence before you publish the journey? To answer, move the three appropriate actions from the list of actions to the answer area. Arrange the three actions in the correct order.
Which three actions should you perform in sequence before you publish the journey? To answer, move the three appropriate actions from the list of actions to the answer area. Arrange the three actions in the correct order.
Correct Answer:
Explanation:
1. Create a trigger-based journey that triggers on changes to the contoso_clienttier field.
Since the " Welcome " email should be sent when an account first enters any client tier, a trigger-based journey is required. The trigger should activate when the contoso_clienttier field is updated with a value.
2. Select the frequency as a one-time journey where newly added members can start at any time.
A one-time journey with newly added members ensures that each new primary contact will enter the journey when their account first gets assigned a tier.
3. Add the journey steps.
After defining the journey type and trigger, the necessary email steps (sending the " Welcome " email) must be added before publishing.
You need to create a Trend chart.
Which two types of columns can you add to the Trend chart? Each correct answer presents a complete solution. (Choose two.) NOTE: Each correct selection is worth one point.
Which two types of columns can you add to the Trend chart? Each correct answer presents a complete solution. (Choose two.) NOTE: Each correct selection is worth one point.
Correct Answer: B,D
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You need to configure search to ensure the administrators can find all records which reference Corgis. Which action must you perform?
Correct Answer: D
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You configure forecasts for a clothing manufacturer.
A salesperson updates an opportunity and wants to refresh the forecast.
You need to show the salesperson how to refresh the forecast.
Solution: Update the roll-up recurrence frequency.
Does this meet the goal?
A salesperson updates an opportunity and wants to refresh the forecast.
You need to show the salesperson how to refresh the forecast.
Solution: Update the roll-up recurrence frequency.
Does this meet the goal?
Correct Answer: B
Your organization works with larger customers (accounts) that can have a single holding and then many subsidiaries through different levels in a parent-child relationship.
The chief commercial officer wants the sales team to start creating different account plans for each individual subsidiary.
You need to create a new custom account plan table so that records can have the same parent-child relationships as the account records. The relationships must be able to be visualized in a hierarchy.
Which four actions should you perform in sequence before saving and publishing your changes ' To answer, move the four appropriate actions from the list of actions to the answer area. Arrange the four actions in the correct order.
The chief commercial officer wants the sales team to start creating different account plans for each individual subsidiary.
You need to create a new custom account plan table so that records can have the same parent-child relationships as the account records. The relationships must be able to be visualized in a hierarchy.
Which four actions should you perform in sequence before saving and publishing your changes ' To answer, move the four appropriate actions from the list of actions to the answer area. Arrange the four actions in the correct order.
Correct Answer:
Explanation:
The correct order of actions to create a new custom account plan table with a hierarchical parent-child relationship visualization is as follows:
* Create a new account plan table.
* Create a 1
self-referential relationship and mark the relationship as hierarchical.
* Open the advanced Relationship settings.
* Go to the Hierarchy Settings grid view.
Step by Step Comprehensive Detailed Explanation with ALL Microsoft Dynamics 365 References:
* Create a New Account Plan Table:
* To model account plans for subsidiaries and manage the parent-child relationships, start by creating a new table (entity) named " Account Plan. "
* This table will store information related to the account plans, and you can define custom fields and settings as needed.
Reference: Microsoft Documentation - Create Custom Tables in Dynamics 365 Create a 1 Self-Referential Relationship and Mark It as Hierarchical:
Establish a self-referential relationship within the Account Plan table where one record can be linked to another within the same table. Choose a 1 relationship type, where one parent account plan can have multiple subsidiary account plans.
Mark this relationship as hierarchical to enable visual representation of the hierarchy. This is essential for tracking parent-subsidiary structures in a hierarchical view.
Reference: Microsoft Documentation - Configure Self-Referential and Hierarchical Relationships Open the Advanced Relationship Settings:
After setting up the hierarchical relationship, go to the Advanced Relationship Settings. This allows you to fine-tune options related to cascading behavior, which will control how changes in parent records impact related child records.
Reference: Microsoft Documentation - Configure Advanced Relationship Settings Go to the Hierarchy Settings Grid View:
Finally, navigate to the Hierarchy Settings to configure the visualization settings for this relationship. The Hierarchy Settings will enable you to define how the hierarchy is displayed, allowing users to see the parent- child relationships clearly.
Once configured, publish the changes so that users can access the hierarchical view within the system.
Reference: Microsoft Documentation - Configure and Use Hierarchy Settings By following these steps, you will have configured the new custom account plan table with hierarchical visualization, meeting the requirements to manage and display complex parent-child relationships within your Dynamics 365 system.
A bakery uses Dynamics 365 Sales. All loaves of bread sold at the bakery are priced the same. Special bread flavors are developed regularly.
You need to add a new flavor to the product catalog.
What should you do for each scenario? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
You need to add a new flavor to the product catalog.
What should you do for each scenario? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Correct Answer:
Explanation:
* Scenario 1: Adding a New Flavor to the Product Catalog
* The bakery develops new bread flavors regularly, and these flavors are variations of an existing product (bread).
* In Dynamics 365, product properties are used to define characteristics or options of a product, such as flavors, sizes, or colors. Since the bread flavors are variations, they can be treated as product properties rather than separate products.
* By creating a product property, you can add new flavors as options under the existing bread product, allowing flexibility without altering the core product structure.
Reference: Microsoft Documentation - Define Product Properties in Dynamics 365 Steps to Create a Product Property:
Go to Sales > Product Catalog > Products.
Open the existing product (bread) and navigate to Product Properties.
Add a new property (flavor) and define the possible values (e.g., new flavors).
Save and publish the product with the updated properties.
Scenario 2: Changing an Order to a New Bread Flavor in an Opportunity
When a customer wants to change their order to a new flavor within an existing opportunity, the selected product in the opportunity can be updated to reflect the new flavor.
Since flavors are configured as product properties, you can select the specific flavor for the opportunity product directly without needing to recreate or delete the product from the opportunity.
This approach leverages product properties, ensuring that the change is streamlined and does not require re- adding or modifying the core product.
Reference: Microsoft Documentation - Configure Products in Opportunities in Dynamics 365 Steps to Select a New Flavor in the Opportunity Product:
Open the specific opportunity record in Dynamics 365.
Navigate to the product line items and select the bread product.
In the product properties, update the flavor to the new option as required.
Save the changes to ensure the opportunity reflects the new flavor selection.
These actions allow the bakery to manage new flavors flexibly within their product catalog and seamlessly adjust opportunities to accommodate flavor changes, enhancing customer satisfaction and operational efficiency.
Your company wants to enable Al features in their systems and use Copilot for Sales to connect to Dynamics
365 Sales data. You need to ensure that all eligible users have access.
Which three actions should you perform? Each correct answer presents part of the solution. Choose three.
NOTE: Each correct selection is worth one point.
365 Sales data. You need to ensure that all eligible users have access.
Which three actions should you perform? Each correct answer presents part of the solution. Choose three.
NOTE: Each correct selection is worth one point.
Correct Answer: C,D,E
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You are a Dynamics 365 Sales administrator. You are setting up a product catalog. You need to configure the base unit group. Which quantity or measurement should you configure?
Correct Answer: B
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