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| Certification Vendor: | Microsoft |
|---|---|
| Exam Name: | Microsoft Dynamics 365 Customer Experience Analyst |
| Exam Number: | MB-280 |
| Related Certifications: | Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate Microsoft Certified: Power Platform Functional Consultant Associate |
| Certificate Validity Period: | 2 years |
| Exam Duration: | 100–120 |
| Real Exam Qty: | 40–60 |
| Passing Score: | 700 / 1000 |
| Exam Price: | $165 USD |
| Available Languages: | Chinese (Simplified), Japanese, Spanish, German, Portuguese (Brazil), English, French |
| Exam Format: | Interactive items, Multiple choice, Case studies |
| Recommended Training: | Course MB-280T01–T04 MB-280 Learning Path |
| Exam Registration: | Pearson VUE Registration |
| Sample Questions: | Microsoft MB-280 Sample Questions |
| Exam Way: | Online proctored or onsite at Pearson VUE test centers |
| Pre Condition: | Recommended: Experience with Dynamics 365 Sales, Dataverse, and basic Power Platform knowledge; no mandatory prerequisites |
| Official Syllabus URL: | https://learn.microsoft.com/en-us/credentials/certifications/resources/study-guides/MB-280 |
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質問 # 31
Hotspot Question
You are customizing a workspace in the sales accelerator.
The workspace must display the industry of a company.
You need to configure the work item appearance for a company.
Which two settings should you modify? To answer, select the appropriate UI element in the answer area.
NOTE: Each correct selection is worth one point.
正解：
解説：
Explanation:
Box 1: Select record type: Contacts [With the intent to change to Company] Change the record type from Contacts to Company.
Dynamics 365 Sales, Customize the appearance of work items
In the Select record type list, select the record type you're customizing work items for.
Box 2: The Pencil icon
Under the Customize section, use the following options to customize:
To change the icon that appears on a work item, select the pencil icon, and then choose one of the following options:
Record image: A photo of the contact, if one is available
Record initials: The contact's first and last initials
Record type: The icon associated with the record type
Activity type: The icon associated with the current activity on the record
質問 # 32
You are using a forecast template.
You must configure the forecast by territory.
You need to configure the forecast parameters.
Which parameter should you configure?
正解：C
解説：
Define a forecast model
Define the entities that must be used to generate the forecast.
1. In the General step of the Forecast configuration page, define the fields that should be used for the forecast.
[Steps 2 to 6 omitted]
7. Select a Rollup to hierarchy relationship.
This step establishes a relationship between the rollup and hierarchy entities. Each forecast template starts with a default rollup to hierarchy relationship:
Choose different values to support your organization ' s specific requirements if needed.
Note: Select a template
The fastest way to create a forecast is to use a template. The template that you select defines how the forecast groups data.
On the Forecast configurations page, select one of the following templates:
Org chart forecast: Rollup columns and projections are based on your organization ' s reporting structure. This template uses the Manager field of the User entity for the hierarchy.
Product forecast: Rollup columns and projections are based on the product hierarchy.
*- > Territory forecast: Rollup columns and projections are based on the sales territory hierarchy.
Reference:
https://learn.microsoft.com/en-us/dynamics365/sales/define-general-properties-scheduling-forecast
質問 # 33
A large construction company uses Dynamics 365 Sales to manage their sales pipeline.
All future jobs are logged in the system as opportunities. Depending on the type of work, some opportunities close faster, and others take longer due to dependency on the third-party vendors.
The sales team does NOT currently use the "On hold" option, as it does NOT provide enough details.
When working with open opportunities, the sales manager wants to know whether opportunities are pending permits or require asbestos removal. You need to ensure that a salesperson can only select the "Pending Permits" or "Asbestos Removal" option when working with their opportunities to indicate the deal is taking longer.
What should you do?
正解：C
解説：
Statuscode in Dynamics 365 Sales refers to the reason or sub-status of the current state (like Open, Closed, etc.). The best approach is to add new values to the "Open" status reason (statuscode), such as "Pending Permits" and "Asbestos Removal," which gives the salesperson more granular detail about why the opportunity is taking longer without changing the core workflow of the sales process.
Statecode controls the overall state (e.g., Open, Won, Lost) and is not suitable for such detailed tracking. Renaming or adding values to the statecode column (as suggested in other options) would not provide the desired level of detail, as the statecode should stay consistent with the standard open/ closed statuses.
質問 # 34
A sales manager wants to set up goals for all salespeople. The goal measurement is based on the total outgoing calls finished each year. The goals for the fiscal year are based on a calendar year (January - December).
You need to create the rollup query for the goal metrics.
Which option should you select? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
正解：
解説：
Explanation:
* Date Field - Actual End:
* The Actual End date field is typically used to mark when an activity, such as an outgoing call, is completed. Since the sales manager wants to measure completed outgoing calls, using Actual End ensures that only calls finished within the fiscal year are included in the goal measurement.
* This setting will align with the requirement to track activities finished within a specific time frame (January - December).
Reference: Microsoft Documentation - Configure Goal Metrics and Rollup Fields Rollup Field - Actual (integer):
The Actual (integer) rollup field is suitable for counting the total number of completed outgoing calls. This setting ensures that each completed call is tallied accurately, providing a straightforward measure of the sales team ' s activity in terms of call volume.
Using an integer type for the rollup field is appropriate for count-based metrics like this.
Reference: Microsoft Documentation - Define Rollup Fields for Goals
Source Record Type Status - Completed:
The Completed status ensures that only calls marked as completed are counted towards the goal. This is crucial for measuring finished activities, as it excludes calls that may still be in progress or have other statuses.
Setting the source record type status to Completed aligns with the requirement to measure only outgoing calls that have been fully executed.
Reference: Microsoft Documentation - Goal Management with Status Filtering By selecting Actual End as the date field, Actual (integer) for the rollup field, and Completed for the source record type status, you ensure that the goal measurement accurately reflects completed outgoing calls within the specified calendar year timeframe.
質問 # 35
You are a Dynamics 365 Sales consultant for a food service company. The company caters meals for client companies.
The company wants to set up a product bundle so that the sales staff does not forget items when they create an opportunity.
The lunch bundle is created at $200.00. It will include the following.
You need to explain how the sales staff should manage the product bundle in the opportunity. What should they do for each scenario? To answer, select the appropriate options in the answer are a. NOTE: Each correct selection is worth one point.
正解：
解説：
Reference:
Increase the Number of Sodas at No Additional Charge: Increase the quantity of sodas in the line item To add sodas without impacting the price, sales staff can simply increase the quantity of sodas in the line item. This approach allows flexibility within the bundle without altering the overall bundle cost, which remains fixed.
Increase the Number of Sandwiches and Charge the Price List Price for Each Additional Sandwich: Add another line item for sandwiches with the default price To charge extra for additional sandwiches, the staff should add another line item for sandwiches. This line item would use the default price from the price list, ensuring that any additional sandwiches beyond the initial bundle are charged accordingly.
This allows the base bundle to remain consistent while additional items are billed separately based on the standard price list.
By following these guidelines, the sales staff can effectively manage the product bundle within opportunities, maintaining pricing consistency while allowing flexibility for additional items as required by the client.
質問 # 36
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