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Microsoft

MB-280
Microsoft Dynamics 365 Customer Experience Analyst
(beta)
QUESTION & ANSWERS

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QUESTION: 1

How do you deploy the Dynamics 365 App for Outlook via the Dynamics 365 Admin Center?

Option A : Download and distribute app


Option B : Install directly from the App Store
Option C : Enable app under Admin Center
Option D : Assign app to users under Admin Center

Correct Answer: D

QUESTION: 2

What happens if a user’s mailbox is not approved for email processing?

Option A : Emails are delayed


Option B : Emails are processed normally
Option C : Emails are not processed
Option D : Emails are processed but not tracked

Correct Answer: C

QUESTION: 3

What must be configured to manage security at different levels of an organization?

Option A : Lead and opportunity status reasons


Option B : Hierarchy security
Option C : Automatic creation rules
Option D : Opportunity close

Correct Answer: B

QUESTION: 4

A company is implementing the Dynamics 365 Sales mobile app. The company requires setup of several
push notifications for sellers who use the app. You need to create the push notifications. Which feature
should you use?

Option A : Plug-in

Option B : Cloud flow

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Option C : Classic Dataverse workflow

Correct Answer: B

Explanation/Reference:

Understanding the Requirement: The company wants to send push notifications to sellers using the Dynamics 365 Sales mobile

app. This requires setting up automated notifications triggered by certain events or conditions. Solution - Using Cloud

Flows:Cloud flows in Power Automate are ideal for creating automated workflows that can trigger push notifications based on

events in Dynamics 365. Power Automate provides connectors for Dynamics 365 Sales and mobile notifications, enabling the

setup of push notifications without requiring custom code or plugins. Reference: Microsoft Documentation - Set Up Cloud Flows

with Power Automate Steps to Create a Cloud Flow for Push Notifications: Go to Power Automate and create a new Cloud Flow.

Set up a trigger based on a Dynamics 365 event (e.g., when a record is created or updated). Add an action to send a push

notification to the user's mobile device. Customize the notification message and publish the flow to activate the notifications.

Using Cloud Flows in Power Automate enables dynamic push notifications for mobile users, providing timely updates to sales

team members based on real-time data changes.

QUESTION: 5

Which of the following is a use case for the access checker tool?

Option A : Configuring opportunity close


Option B : Creating lead status reasons
Option C : Sharing model-driven apps
Option D : Diagnosing why a user cannot perform a specific action

Correct Answer: D

QUESTION: 6

How can users manually track an email in Dynamics 365 from Outlook?

Option A : Click the 'Track' button in the Dynamics 365 App for Outlook
Option B : Assign a category to the email
Option C : Drag and drop to Dynamics 365 folder
Option D : Forward the email to a Dynamics 365 mailbox

Correct Answer: A

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QUESTION: 7

HOTSPOT 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.

Answer :

Explanation/Reference:

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

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flavors flexibly within their product catalog and seamlessly adjust opportunities to accommodate flavor changes, enhancing

customer satisfaction and operational efficiency.

QUESTION: 8

DRAG DROP You need to configure a new Customer Insights - Journeys form to satisfy the digital sales team
lead's request. Which five required actions should you perform in sequence? To answer, move the five
appropriate actions from the list of actions to the answer are a. Arrange the five actions in the correct order.

Answer :

Explanation/Reference:

Here's the correct sequence to configure a new Customer Insights - Journeys form to handle lead duplicates automatically, as

per the requirements: Create a new form: Start by creating a new form within Customer Insights - Journeys. This is the initial

step to set up aform that will capture new leads. Select a form template: Choose a template that best fits the purpose of the

form. This provides a structure for the form fields and layout, streamlining the setup process. Set the form target audience to

leads: Since the form will be capturing lead information, specify that the form's target audience is "œleads." This will ensure

that the data is processed and stored as lead records. Set the form duplicate records strategy to the audience default strategy:

Define how duplicate records are managed. First, apply the default duplicate record strategy for leads. This sets an initial

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strategy for managing duplicates. Publish the form: After completing the setup and configuring the necessary options, publish

the form to make it available for use. Additional Context: The Create a custom matching strategy and Set the form duplicate

records strategy to the custom form matching strategy steps are optional and can be used for further refinement if the default

strategy does not meet specific requirements for matching leads based on certain criteria. By following these steps, you ensure

the form is configured for capturing leads and manages duplicates effectively based on the default duplicate record strategy.

Microsoft Dynamics 365 Reference: Set up a Customer Insights - Journeys form Duplicate Detection Rules in Dynamics 365

QUESTION: 9

What tool do you use to differentiate form types in a model-driven app?

Option A : View Designer


Option B : Form Designer
Option C : Table Designer
Option D : Business Rule Editor

Correct Answer: B

QUESTION: 10

Which document management feature enhances collaboration in Dynamics 365 Sales?

Option A : SharePoint integration


Option B : Excel online editing
Option C : Power BI sharing
Option D : PDF export

Correct Answer: A

QUESTION: 11

You are creating a pricing list in Dynamics 365 Sales. All prices must end in You need to select the function
that establishes this pricing requirement. What should you use?

Option A : Rounding Policy

Option B : Percentage

Option C : Rounding Amount

Option D : Pricing Method

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Correct Answer: A

Explanation/Reference:

ï‚ꞏ In Dynamics 365 Sales, the Rounding Policy feature allows you to control how pricing values are rounded, such as ensuring

prices end in specific digits (e.g., nearest whole number or a specified decimal value). ï‚ꞏ The Rounding Policy can be

configured to automatically adjust prices to the nearest whole value or any other desired rounding amount, ensuring

consistency with pricing requirements. ï‚ꞏ This feature is especially useful for scenarios where pricing must conform to specific

formats, suchas all prices ending in "œ0" or "œ5." Reference: Microsoft Documentation - Configure Rounding Policies for Price

Lists

QUESTION: 12

What is the purpose of configuring a business rule in Dataverse?

Option A : To format views


Option B : To configure templates
Option C : To enforce business logic
Option D : To create reports

Correct Answer: C

QUESTION: 13

What should be configured to control access to forecasts in Dynamics 365 Sales?

Option A : Opportunity segments


Option B : Security roles
Option C : Sales pipeline
Option D : Lead qualification

Correct Answer: B

QUESTION: 14

What is a key benefit of deploying Copilot for Sales in Dynamics 365 Sales?

Option A : Enhanced data entry with AI assistance


Option B : Streamlined customer communication
Option C : Improved sales forecast accuracy

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Option D : Automated lead scoring

Correct Answer: A

QUESTION: 15

Which action can be performed on a product in Dynamics 365 Sales?

Option A : Clone a product


Option B : Create a lead
Option C : Enable email validation
Option D : Configure Sales Insights

Correct Answer: A

QUESTION: 16

You need to enable the Dynamics 365 App for Outlook for the sales team. You need to perform the
prerequisite actions before you can add the app for all users. Which two actions should you perform? Each
correct answer presents part of the solution. Choose two. NOTE: Each correct selection is worth one point.

Option A : Enable mailboxes.

Option B : Add the Dynamics 365 App to Outlook desktop app.

Option C : Add the Dynamics 365 App for Outlook security role.

Option D : Enable sending on behalf of other users setting.

Correct Answer: A,C

Explanation/Reference:

ï‚ꞏ Enable Mailboxes: To use the Dynamics 365 App for Outlook, each user's mailbox must be enabled for server-side

synchronization. This ensures that emails, appointments, and tasks can sync between Outlook andDynamics 365. Without

enabling the mailboxes, the synchronization won't be functional, making it a critical prerequisite. Reference: Microsoft

Documentation - Enable Mailboxes for Dynamics 365 ï‚ꞏ Add the Dynamics 365 App for Outlook Security Role: Users need to be

assigned the Dynamics 365 App for Outlook security role to access the app. This role grants the necessary permissions to

interact with Dynamics 365 through Outlook. Assigning this role ensures that users have the correct access rights to use the

app within their Outlook environment. Reference: Microsoft Documentation - Security Roles for Dynamics 365 App for Outlook

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QUESTION: 17

What type of column in Dataverse automatically updates based on other column values?

Option A : Calculated
Option B : Lookup
Option C : Option Set
Option D : Text

Correct Answer: A

QUESTION: 18

Which tool can be used to evaluate security privileges in Dynamics 365 Sales?

Option A : Opportunity close tool


Option B : Automatic lead creation tool
Option C : Hierarchy manager
Option D : Access checker

Correct Answer: D

QUESTION: 19

What is a product bundle in Dynamics 365 Sales?

Option A : A way to organize products by family


Option B : A type of lead scoring
Option C : A method to configure the Sales mobile app
Option D : A collection of related products sold together

Correct Answer: D

QUESTION: 20

HOTSPOT 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.

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Answer :

Explanation/Reference:

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 Reference: 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.

QUESTION: 21

Which tool is best for configuring a bulk deletion job in Dataverse?

Option A : Data Management


Option B : Dataverse Settings
Option C : Power Apps
Option D : Advanced Find

Correct Answer: A

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QUESTION: 22

You are the Dynamics 365 Sales administrator for an electronics company. The sales team is having difficulty
locating different products in the same category - for instance; all versions of flat screen TV available. You
need to make it easier for the sales team to navigate through products via taxonomy. What should you use?

Option A : Product families

Option B : Product unit groups

Option C : Related products

Option D : Product bundles

Correct Answer: A

Explanation/Reference:

Explanation: Product families allow you to group related products under a common category, making it easier for the sales

team to navigate and find products within the same category, such as all versions of flatscreen TVs. By using Product families,

you can organize products into a hierarchical structure that reflects their categorization, enabling sales users to browse and

select items more efficiently within Dynamics 365 Sales. Reference: Microsoft Documentation - Organize Products Using

Product Families Using product families, you can streamline the user experience and improve navigation within the product

catalog by grouping similar products together, which simplifies the search process for sales teams.

QUESTION: 23

What is the function of a price list in Dynamics 365 Sales?

Option A : Sets product pricing


Option B : Manages sales sequences
Option C : Configures product families
Option D : Creates predictive scoring models

Correct Answer: A

QUESTION: 24

Which feature of Customer Insights helps enhance the sales process?

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Option A : Creating dashboards
Option B : Lead management
Option C : Data unification
Option D : Customer segmentation

Correct Answer: C

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