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| Section | Objectives |
|---|---|
| Topic 1: Configure Dynamics 365 Customer Experience applications | - Customize user experience
|
| Topic 2: Configure automation and integrations | - Power Platform automation
|
| Topic 3: Manage Dataverse and customer data | - Dataverse data model
|
| Topic 4: Implement security and governance | - Field and record security
|
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NEW QUESTION # 110
You use business process flows for all Dynamics 365 opportunities.
Some opportunities are closed before business process flow durations are calculated.
You need to ensure that business process flow duration values are calculated.
Solution: Create a flow to update the Status Reason of the business process flow table record to " Finished " and the Status to " Inactive " when the opportunity is won.
Does the solution meet the goal?
Answer: A
Explanation:
Creating a flow to update the Status Reason of the business process flow table record to " Finished " and the Status to " Inactive " upon opportunity closure ensures that the business process flow is marked as complete.
This triggers the calculation of duration values.
This solution explicitly handles the process completion state, which guarantees that the business process flow duration is recorded even if the opportunity is won prematurely.
NEW QUESTION # 111
Drag and Drop Question
Within your non-profit organization you have set up your different charities in a custom table to store charity records.
In the Contact table, you have various famous people who can be special charity ambassadors.
You need to set up the charity ambassador connection role so that charity managers can link the charity through a connection from the contact Which four actions should you perform in sequence? To answer, move the four appropriate actions from the list of actions to the answer area. Arrange the four actions in the correct order.
Answer:
Explanation:
Explanation:
Step 1: In PowerApps, select Solutions and open an unmanaged solution.
Add connection roles to a solution
Because connection roles are solution aware, which means that they can be included in a solution, you can also add connection roles to a solution you distribute.
Create a connection role
1. Sign in to Power Apps and then on the left pane select Solutions. If the item isn't in the side panel pane, select ...More and then select the item you want.
Step 2: Add a new connection role from the command bar.
2. Open the unmanaged solution your want, and then on the command bar select New > Other > Connection role.
Step 3: Describe the connection role and enter "Charity Ambassador" as the name.
To create a connection role you must specify the following information:
Use the ConnectionRole.Name to specify a role name. [Step 3]
Use the ConnectionRole.Description to add a role description. [Step 3]
Use the ConnectionRole.Category to specify a role category. The possible values for this are defined in the connectionrole_category choices.
When you create a connection role, you can specify a table type that the role will be applied to, such as lead, account, or competitor. If you do not specify a particular table type, then you can apply a connection role to all Microsoft Dataverse tables.
Step 4: Select the checkbox for record types Charity and Contact.
Charity managers must be able to link the charity through a connection from the contact.
You can also manage the connection role types that you want to associate with the connection role.
1. Open the connection role and then select Manage Row Type on the command.
2. This opens a list of connection role types that you can add or remove for this connection role.
NEW QUESTION # 112
HOTSPOT
A company generates leads from a webform. Salespeople manage leads by country/region. All salespeople are part of the same Dynamics 365 Sales team.
The sales manager requires the following functionality:
Automate lead assignments.
Ensure each seller can never have more than 20 open leads.
You create a country/region attribute for the process. You must simplify the process. You plan to use segments when possible.
You need to create a lead assignment rule for each country/region.
Which configurations should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
NEW QUESTION # 113
Your organization is using Dynamics 365 Sales to track its sales pipeline, and you have implemented sales forecasting using the out-of-the-box sample forecast configuration.
The vice president of sales wants the forecast to categorize lost deals using the more detailed opportunity status code reasons of "Cancelled" and "Outsold." You need to enable the detailed categorization requested by the vice president of sales.
Which two actions should you take? Each answer presents part of a solution. (Choose two.) NOTE: Each correct selection is worth one point.
Answer: A,D
Explanation:
To ensure that the sales forecast categorizes lost deals using more detailed reasons like
"Cancelled" and "Outsold," you need to modify how the opportunity status codes are mapped to the forecast categories.
Add the detailed lost reasons to the opportunity forecast category option set This ensures that the system can recognize and categorize opportunities as "Cancelled" or
"Outsold" within the forecast. The forecast category option set must be updated to accommodate the new lost reasons.
Update the field mappings in the Opportunity Forecast Category Mapping Process workflow This workflow determines how opportunity status codes map to forecast categories. Updating the field mappings ensures that opportunities with "Cancelled" or "Outsold" reasons are correctly classified within the forecast.
NEW QUESTION # 114
Your sales team has now managed to get all the email communication in place and want to take it a step further by implementing SMS channel.
You need to configure an SMS provider.
Which four actions should you perform in sequence? To answer, move the four appropriate actions from the list of actions to the answer are a. Arrange the four actions in the correct order.
Answer:
Explanation:
NEW QUESTION # 115
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