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| Section | Objectives |
|---|---|
| Topic 1: Manage Dataverse and customer data | - Data management
|
| Topic 2: Configure automation and integrations | - Integration scenarios
|
| Topic 3: Configure Dynamics 365 Customer Experience applications | - Configure model-driven apps
|
| Topic 4: Implement security and governance | - Field and record security
|
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NEW QUESTION # 109
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
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: Remove any rows where the primary key is missing, delete any leading or trailing zeros on the primary key, and name the query. Select Next and your data is now ready for unification.
Does this meet the goal?
Answer: B
Explanation:
Correct:
* Transform the first row to be used as headers. Define column types to be the appropriate field types and name the query. Create a full name and full address columns by merging the appropriate columns if they exist. Select Next and your data is now ready for unification.
The proposed solution effectively prepares the data for unification in Dynamics 365 Customer Insights - Data. Here's how each step contributes to meeting the goal:
Transform the first row to be used as headers: This step is necessary to define the column names, which is critical for accurate data interpretation.
Define column types to be the appropriate field types: Specifying the correct data types for each column ensures that the data will be processed correctly during unification, maintaining data integrity.
Create a full name and full address columns by merging the appropriate columns if they exist:
This step enhances the dataset by consolidating relevant information into single columns, which can simplify data usage and improve data quality. Merging columns helps ensure that users can easily access essential information without navigating through multiple fields.
Select Next: This indicates that the data transformation steps are completed and the dataset is ready for the unification process.
NEW QUESTION # 110
Drag and Drop Question
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.
Answer:
Explanation:
Explanation:
Must be able to specify individual recipients - Push notifications
Push notifications allow specifying individual recipients, ensuring that only selected users receive real-time alerts directly on their mobile devices.
Supported by both the Sales mobile app and Sales Hub - Insight cards
Insight cards (also known as assistant cards) are supported in both the Sales mobile app and Sales Hub, providing contextual insights and reminders within the Dynamics 365 environment.
NEW QUESTION # 111
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?
Answer: B
Explanation:
* 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: Microsoft Documentation - Configure Duplicate Detection Rules in Dynamics 365 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.
NEW QUESTION # 112
Hotspot Question
You use opportunities in Dynamics 365 Sales.
Opportunities that were closed as lost frequently come back and are eventually won.
You need to be able to track these occurrences and have insight into the process.
What happens during the reopen and close process? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
A lost opportunity is reopened - The Opportunity Close record changes status to In Progress.
When a lost opportunity is reopened, the system updates its status to In Progress rather than deleting or inactivating the existing Opportunity Close record. This allows tracking of re- engagement with the opportunity.
The same opportunity is closed as won - A new Opportunity Close record is created with the new close details and status of completed. When the opportunity is closed as won, a new Opportunity Close record is created to maintain historical tracking. This helps in tracking multiple closure attempts, ensuring past losses and final wins are recorded separately.
NEW QUESTION # 113
You are working with your customer to configure duplicate detection across Leads and Accounts.
The rule must:
* find possible Contacts in the system that match the Lead that you are creating based on an exact match of both first and last name.
* exclude Inactive Contacts when presenting potential duplicates.
You need to create a new duplicate detection rule based on these requirements.
Which three actions should you perform? Each correct answer presents part of the solution. Choose three.
NOTE: Each correct selection is worth one point.
Answer: A,C,E
NEW QUESTION # 114
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