MB-280 Ressourcen Prüfung - MB-280 Prüfungsguide & MB-280 Beste Fragen

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Thema	Einzelheiten
Thema 1	Implement the Dynamics 365 App for Outlook: This section emphasizes the integration of Dynamics 365 with Outlook to enhance productivity and streamline sales processes for Dynamics 365 Sales Professionals.
Thema 2	Implement Dynamics 365 Sales: This section focuses on the essential processes for setting up and managing Dynamics 365 Sales effectively for Dynamics 365 Sales Professionals.
Thema 3	Extend and Enhance Dynamics 365 Sales Capabilities: For Dynamics 365 Sales Professionals, this section evaluates the ability to extend Dynamics 365 Sales functionality and integrate it with other applications using Power Platform tools.
Thema 4	Implement Security and Customizations in Dynamics 365 Sales: This section addresses the implementation of security measures and customization options within Dynamics 365 Sales for Dynamics 365 Sales Professionals.

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Microsoft Dynamics 365 Customer Experience Analyst MB-280 Prüfungsfragen mit Lösungen (Q59-Q64):

59. Frage
You are a Dynamics 365 Sales administrator. You create a forecast by using the forecast category layout shown in the exhibit:

Use the drop-down menus to select the answer choice that answers each question based on the information presented in the graphic.
NOTE: Each correct selection is worth one point.

Antwort:

Begründung:

Reference:
Deleting the Lost Column from the Forecast:
To remove a column entirely, such as the Lost column, you should adjust the Forecast configuration. This configuration setting allows you to add or remove columns from the forecast grid.
Modifying Forecast configuration affects the structural aspects of the forecast, such as which columns are included, based on what is necessary for reporting and analysis.
By utilizing the Layout column settings for renaming columns and the Forecast configuration for adding or removing columns, you can tailor the forecast layout to meet specific business requirements, ensuring the forecast view is both relevant and easy for users to interpret.

60. Frage
Case Study 2 - Terra Flora
Background information
Terra Flora, Incorporated is a boutique pet hotel that has been in business for six (6) months. The hotel guests include both dogs and cats.
The founder created the Dynamics 365 Sales Professional environment to grow their network and pipeline. They started out using out-of-the-box capabilities only and using the Sales Professional app only. Only one environment (production) is in use.
The pet hotel is gaining in popularity and the number of bookings is growing. The founder has shifted their focus to customizing their environment to record the information they need to delight their customers by tailoring the experience to their unique pets.
Terra Flora has recently hired a part-time carer for the resident pets. The carer has been granted the Salesperson security role to allow them to record new leads and update customer information.
You are a Dynamics 365 Customer Experience consultant who has been hired to assist Terra Flora with their customizations, resolve issues, and advise on best designs to meet their requirements.
Configurations
Overall configurations
To better understand their four-legged customers, Terra Flora has created a custom Pet table, which is user-owned and related 1-n with the Contact table, which represents the pets' primary owner.
The Pet table has been added to the Sales Professional app sitemap. The table has the following columns, each created WITHOUT making any changes to the advanced options.

A pet sub-grid has been added to the Contact main form, using the Active Pets view.
Additionally, Read, Write, and Update, Append, Append To, and Assign access to the Pet table has been added to the Salesperson security role.
"Onboard new pet" business process flow
The founder is creating a business process flow named Onboard new pet to ensure that appropriate information is recorded for all new pets, starting with ensuring the correct litter choices are selected for cats who will be staying at Terra Flora.
When the Onboard new pet business process flow is done, the founder wants to have access to a view that will display all active pets including the and Type columns, as well as the current stage on the Onboard new pet business process flow.
Name
Pet table icon
A custom image .svg file has been created for the Pet table.
Terra Flora wants to ensure this image is displayed alongside the pet page within the app.
Related Pet table activities
Terra Flora wants carers to be able to see their pets' activity history, as well as add new activities related to their pets. They want the following information to appear on their pets' timeline:
- Tasks carers completed or should do.
- E-mails exchanged with pet's owner (customer).
- A record of phone calls.
Other types of activities should NOT appear to users on the Pets forms.
The founder edited the Pet table advanced setting to enable associating Pet records with activities. The founder also added Pet table to the app sitemap that is being used.
Attachments are enabled for the Pet table, including notes and files. But users should NOT see posts in the pet's activity timeline.
Post configuration is NOT enabled for the Pet table.
Logs
Auditing, log access, and read logs have been enabled in the production environment.
Auditing has started on the Terra Flora environment and has been enabled for common entities.
Marketing
Breed galas
To celebrate their upcoming first year in operation, the founder is planning a series of breed galas. The series begins with a Corgi dog breed meet-up gala.
The breed of an owner's pet may be mentioned in many places within the system, including:
1. Emails (subject or body).
2. Notes (including Word documents exports of PDFs uploaded as attachments).
3. Single or multiple lines of text columns on any standard table (including lead, contact and opportunity at minimum).
4. On the Pet table in either the Description or in the Breed columns.
Additionally, the breed may be referenced in several ways including singular, multiple, shorthand (for example: corgi, corgis, or corgs), and may have been misspelled.
Corgi meet-up gala
The carer needs to be assigned ownership of several Contact records (representing customers that own Corgis) that live nearby so that event flyers can be delivered personally. When the carer is delivering flyers, they need to quickly check the owner and related pet information on their phone.
When the Contact records are assigned to carer, any pets that are related to these contacts via the primary owner relationship should also be assigned to the carer.
The founder has created a business process flow on the Pet table named Corgi meet-up to allow Corgis to be registered as attending the gala. This business process flow is second in the default order on the Pet table. If the carer has a conversation with the owners, the carer is required to add notes to the timeline and complete the first stage of the business process flow.
Issues
Duplicate records
Before the creation of the Pet table, information regarding pets was either added to the owner's Contact record in the form of notes or created as records themselves.
Contact
These Contact records used the name of the pet in the Last Name column and the owner's address in the first set of Address columns.
When these pet Contact records are identified, they are deactivated.
No duplicate detection rules have been published and duplicate pet records are currently present across both the Contact and Pet tables.
Auditing
When a pet's dietary requirements or a Contact's email address is updated, Terra Flora requires the following information to be logged:
1. The user who made the change.
2. The current and previous values of the columns.
3. The time and date of the changes.
Terra Flora also needs to track any exports of records to Microsoft Excel within the compliance center.
Relationship behavior
Recently, a pet owner informed Terra Flora that their pet cat has been rehomed.
After receiving this information, the carer deleted the owner's Contact record from the system, which in turn deleted the Pet record.
Shortly after, the new pet owner contacted Terra Flora to book their cat for a stay and was frustrated that Terra Flora had NOT retained a record of their cat's dietary requirements or any of the previous carer notes about the cat.
In such situations, Terra Flora now requires that the owner's Contact record should NOT be allowed to be deleted if any Pet records are related to it via the primary owner look-up column.
Users should be required to update the look-up column to new owner's Contact record or remove the current value first before they can delete the Pet record. If the new owner's Contact record is selected on a pet, any active bookings against the pet should also be updated to the new owner, but previous inactive bookings should NOT be updated.
Business process flows and the Corgi meet-up gala
The founder has recently made an update to the Onboard new pet business flow but now CANNOT activate it.
For the Corgi gala, the founder has asked the carer for help in:
1. completing the registrations that the founder started, and
2. registering more Corgis for the upcoming gala.
When the carer creates new pet records, the carer is UNABLE to see the Corgi meet-up business process flow.
Currently, when the carer checks the owner's record on their phone, the related pet information is difficult to view as they must scroll down to review the information.
You need to ensure the active stage of the business process flow is visible in the view.
Which two actions should you perform? Each correct answer presents a complete solution.
(Choose two.)
NOTE: Each correct selection is worth one point.

A. Create a new column on the Pet table named "Onboarding stage" and add it to the Active pets view.
B. Add a page for the Onboard new pet table to the Sales Professional app.
C. Add columns from the Pet table to the Active Onboard new pet view.
D. Add columns from the Pet table to the All Onboard new pet view.

Antwort: A,C

Begründung:
Add columns from the Pet table to the Active Onboard new pet view: To ensure that the active stage of the business process flow is visible in the view, you need to add relevant columns from the Pet table to the view. This makes sure that the key details about the business process flow are displayed within the active records.
Create a new column on the Pet table named "Onboarding stage" and add it to the Active pets view: Creating a column named "Onboarding stage" allows you to track the current stage of the business process flow directly in the Pet table. Adding this column to the Active pets view ensures that users can easily see where each pet is in the onboarding process.

61. Frage
You are the Dynamics 365 administrator at an organization that uses both Dynamics 365 Customer Insights - Journeys and Dynamics 365 Sales.
You have configured Customer Insights - Journeys to create leads from web form submissions. You also allow your sales users to create leads using the user interface.
Your organization has recently hosted an event at a conference.
* You have a Customer Insights - Journeys web form to capture leads immediately at the conference.
* You expect sales users to enter lead information for prospects they meet at the event in the week after the conference.
You need to keep your data clean while also capturing all the valid leads from the event. What should you do?

A. Go to The settings area in Customer Insights - Journeys and ensure the default form matching strategy is selected.
B. Go to the classic editor and remove Create permissions from the security group for sales users.
C. Go to business management settings and enable duplicate detection on leads based on email.
D. Go to the form in Customer Insights - Journeys and update the form so that it can either create new leads or update existing leads.

Antwort: C

Begründung:
Requirement Analysis:
The organization is collecting lead data from two sources: a web form created in Customer Insights - Journeys and manual entries by sales users. This setup could lead to duplicate entries if a lead is submitted through the web form and then entered manually by a sales user afterward.
To ensure data integrity and avoid duplication, it is essential to implement a mechanism that identifies and manages duplicates automatically.
Solution - Enabling Duplicate Detection:
In Dynamics 365, duplicate detection can be configured to alert users or prevent the creation of records that already exist based on certain criteria (such as email).
By enabling duplicate detection based on email addresses, the system will compare incoming lead data with existing records and prompt users if a duplicate is identified. This feature will ensure that leads collected from different sources are not duplicated unnecessarily.
Steps to Enable Duplicate Detection for Leads Based on Email:
Navigate to Settings > Data Management > Duplicate Detection Rules in Dynamics 365.
Create a new Duplicate Detection Rule for the Lead entity. Specify that the system should check for duplicate records based on the email field.
Publish the rule and ensure it is activated.
After activation, this rule will prompt users whenever a duplicate email is detected, either from the Customer Insights - Journeys web form or manual entry by sales users.
Reference:
Benefits of Using Duplicate Detection:
This approach does not restrict users from creating leads but ensures that duplicate entries are flagged, allowing users to review and decide whether to proceed.
It maintains data cleanliness by preventing unnecessary duplicates while ensuring all valid leads are captured from different sources.
By implementing this solution, the organization can effectively manage potential duplicate leads, keeping the data clean and accurate across both Customer Insights - Journeys and Dynamics 365 Sales.

62. Frage
One of the data sources being ingested into Dynamics 365 Customer Insights - Data is Microsoft Dataverse.
During the unification process, you need to identify the primary key.
Which three data types can you use as a primary key attribute? Each correct answer presents a complete solution. (Choose three.) NOTE: Each correct selection is worth one point.

A. Whole Number
B. GUID
C. String
D. Boolean
E. Integer

Antwort: A,B,C

Begründung:
In Dynamics 365 Customer Insights, during the unification process, the primary key must be unique for each record. The following data types can serve as a primary key:
Whole Number: Whole numbers are frequently used as primary keys, particularly when generated as sequential values.
String: Strings can be used as primary keys, especially when they represent unique values, such as codes or identification numbers.
GUID: A Globally Unique Identifier (GUID) is commonly used as a primary key in systems like Microsoft Dataverse, ensuring a unique value for each record.
Other options like Integer are not typically used independently of the Whole Number data type, and Boolean values cannot serve as primary keys since they can only have two possible values (True/False), which would not meet the uniqueness requirement for identifying records.

63. Frage
A company has two departments. Each department uses only custom forms and views designed for each department. Currently, all users can view all forms and views.
The company wants to improve usability for its users.
You need to limit users to only individual department forms and views.
What should you do?

A. Use security roles.
B. Use a hierarchy security model.
C. Create a model-driven app for each department.
D. Add an area for each department within the site map

Antwort: A

Begründung:
In Dynamics 365 Sales, security roles control access to different forms, views, and records. To ensure that each department can only access their respective custom forms and views, you should assign security roles to the forms and views. This allows you to restrict users based on their department so they only see the forms and views relevant to them.
How it works:
1. Edit the form properties Assign the form to specific security roles.
2. Edit the view properties Restrict views based on security roles.
3. Ensure users have the correct security roles
Users in Department A will only see their assigned forms and views, and the same applies to Department B.

64. Frage
......

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MB-280 Ressourcen Prüfung - MB-280 Prüfungsguide & MB-280 Beste Fragen

Microsoft MB-280 Prüfungsplan:

MB-280 Antworten - MB-280 Prüfungsunterlagen

Microsoft Dynamics 365 Customer Experience Analyst MB-280 Prüfungsfragen mit Lösungen (Q59-Q64):

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