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Reference: https://learn.microsoft.com/en-us/credentials/certifications/resources/study-guides/mb-280
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Microsoft Dynamics 365 Customer Experience Analyst Sample Questions:
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?
- A. No
- B. Yes
Correct Answer: A 🗳️
Explanation: Only visible for ActualPDF members. You can sign-up / login (it's free).
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. No
- B. Yes
Correct Answer: A 🗳️
You are the Dynamics 365 administrator for a group of financial advisors.
Advisors must use one business process flow to guide them through the standard lead to invoice process.
Each table has the following number of stages and steps:
You need to modify the business process flow to make it valid. What should you reduce?
- A. total number of steps
- B. number of tables
- C. number of steps per stages
- D. total number of stages
Correct Answer: D 🗳️
Explanation: Only visible for ActualPDF members. You can sign-up / login (it's free).
You have enabled Dynamics 365 App for Outlook for your sales team.
Users report that they are dissatisfied that they must track the emails manually, so you propose folder-level tracking.
You need to enable folder-level tracking in your environment in order for your users to configure the rules.
Which three actions should you perform in sequence before saving your changes? To answer, move the three appropriate actions from the list of actions to the answer area. Arrange the three actions int he correct order.
Correct Answer:
Explanation:
* Access Environment Settings in the Power Platform Admin Center:
* Start by navigating to the Power Platform Admin Center where environment-specific settings are managed. This is the control center for configuring tracking and other settings for Dynamics 365 instances.
Reference: Microsoft Documentation - Accessing Environment Settings
Select Email Tracking Settings:
Within the environment settings, go to Email Tracking settings. This area contains the configuration options for email tracking, including methods for tracking emails automatically or manually, and where folder-level tracking can be configured.
Reference: Microsoft Documentation - Configure Email Tracking in Dynamics 365 Enable Use Folder-Level Tracking from Exchange Folders:
Once in the Email Tracking settings, enable the Use folder-level tracking from Exchange folders option. This feature allows users to automatically track emails by moving them into designated folders in their mailbox. It removes the need for manual tracking, as moving an email to a tracked folder automatically links it to Dynamics 365.
After enabling this setting, save the changes to activate folder-level tracking across the environment.
Reference: Microsoft Documentation - Enable Folder-Level Tracking in Dynamics 365 By following these steps, folder-level tracking will be enabled, allowing users to configure tracking rules based on specific folders in their Exchange mailboxes, streamlining the email tracking process within Dynamics 365.
DRAG DROP
A company must decide whether to use push notifications or assistant cards in the Dynamics 365 Sales mobile app.
You need to recommend which functionality the company should use based on its scenarios.
Which functionalities should you recommend? To answer, move the appropriate functionalities to the correct requirements. Each functionality may be used once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Correct Answer:
Explanation:
Viewing page 1 out of 28 pages.
Viewing questions 1-5 out of 138 questions.
