Microsoft Dynamics 365 Customer Experience Analyst - MB-280 Exam Practice Test
You are updating the current relationship behavior of the primary owner (Contact) to pet relationship.
You need to ensure the case study requirements are met.
Which two options must be changed? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
You need to ensure the case study requirements are met.
Which two options must be changed? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Correct Answer:
Explanation:
Delete: Currently set to " Cascade All, " which is causing the issue of deleting the pet records when the Contact record is deleted. This should be changed to " Restrict " to prevent deletion if related Pet records exist.
Reparent: Since any active bookings should be updated when the Pet ' s primary owner is reassigned, the Reparent option should be set to " Cascade Active " instead of " Cascade All " to ensure that only active bookings are updated, not inactive ones.
BDM1 has returned from vacation and needs to catch up on their scheduled tasks and activities.
Which two items can BMD1 select to see a reminder card for the meeting BDM2 scheduled in the assistant?
To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Which two items can BMD1 select to see a reminder card for the meeting BDM2 scheduled in the assistant?
To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Correct Answer:
Explanation:
* Show As
* Visualize this view
To catch up on scheduled tasks and activities, BDM1 can use specific features in the Dynamics 365 Sales Hub interface. Here's how they work in this scenario:
* Show As:
* The " Show As " option allows users to change the view of their current page. BDM1 can use this feature to switch to a timeline or agenda view, which can help display upcoming activities, tasks, and reminders in a format that may highlight pending actions, like the meeting scheduled by BDM2.
* When in the appropriate view, reminder cards for tasks and meetings can surface based on relevance and priority.
* Visualize this view:
* The " Visualize this view " option helps BDM1 to see an overview of upcoming tasks, scheduled meetings, and associated records in a graphical format.
* This visualization can be particularly useful for identifying key upcoming events like the meeting BDM2 scheduled, as it provides a clear summary of upcoming activities, aiding in prioritization and catch-up efforts.
Microsoft Dynamics 365 References:
* Using assistant cards in Dynamics 365 Sales
* Configuring views and visualizations in Dynamics 365
By selecting these options, BDM1 can effectively access and view the assistant card related to the scheduled meeting, facilitating a quick catch-up on all pending activities.
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.
You use business process flows for all Dynamics 365 opportunities. Some opportunities are closed before business process flow durations are calculated. You need lo ensure that business process flow duration values are calculated.
Solution: When closing an opportunity, use the close as won dialog without completing the business process flow. Does this meet the goal?
Solution: When closing an opportunity, use the close as won dialog without completing the business process flow. Does this meet the goal?
Correct Answer: A
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A company ' s IT department has a .CSV file stored on one of their Shared Documents folders within their Microsoft SharePoint sites. The data from the .CSV file is ingested into Dynamics 365 Customer Insights - Data.
The file contains a row header and columns of different types, such as quantities and prices. The file also contains some rows with a high proportion of nulls.
You need to clean and transform the data in Customer Insights - Data to be ready for unification.
Solution: Transform the first row to be used as headers, define column types to be the appropriate field types and name the query. Select Next and your data is now ready for unification.
Does this meet the goal?
The file contains a row header and columns of different types, such as quantities and prices. The file also contains some rows with a high proportion of nulls.
You need to clean and transform the data in Customer Insights - Data to be ready for unification.
Solution: Transform the first row to be used as headers, define column types to be the appropriate field types and name the query. Select Next and your data is now ready for unification.
Does this meet the goal?
Correct Answer: A
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An entertainment company is using Dynamics 365 Sales.
Ticket sales are tracked using opportunities and goals. Managers require total sales per salesperson to be available prior to their monthly check-in meetings. The running total of ticket sales must NOT be available prior to the monthly meeting.
You need to make the appropriate change to the system to ensure that statistics are correct in time for each of these monthly meetings.
What should you do?
Ticket sales are tracked using opportunities and goals. Managers require total sales per salesperson to be available prior to their monthly check-in meetings. The running total of ticket sales must NOT be available prior to the monthly meeting.
You need to make the appropriate change to the system to ensure that statistics are correct in time for each of these monthly meetings.
What should you do?
Correct Answer: A
You are creating a forecast. You want to include only opportunities that sell You need to configure this within the system. What should you configure?
Correct Answer: C
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