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| Section | Weight | Objectives |
|---|---|---|
| Implement Dynamics 365 Sales | 30–35 | - Configure core functionality
|
| Demonstrate Dynamics 365 Customer Insights capabilities | 10–15 | - Work with Customer Insights - Data
|
| Configure and customize Dataverse and model-driven apps | 35–40 | - Customize model-driven apps
|
| Extend and enhance Dynamics 365 Sales capabilities | 10–15 | - Implement advanced features
|
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NEW QUESTION # 68
You are creating an email for an upcoming campaign. You collect all the information necessary for the email from the email marketing team.
You need to ensure the email marketing team have the minimum required information to set up the email.
Which two fields do you need to complete to save the email? Each correct answer presents part of the solution. (Choose two.) NOTE: Each correct selection is worth one point.
Answer: A,D
Explanation:
In Dynamics 365 Marketing, when creating an email for a campaign, certain required fields must be completed before the email can be saved. The From Address is essential because it specifies the sender of the email, which is necessary for email configuration. The Subject is also required, as it defines the email's purpose and is a mandatory field for email setup.
NEW QUESTION # 69
The founder has edited the Salesperson security role to allow the carer to use the Corgi meet-up business process flow, as shown in the following
Use the drop-down menus to select the answer choice that completes each statement based on the information presented in the exhibit. NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
The configurations in the Salesperson security role will determine the access and visibility the carer has to the
" Corgi meet-up " business process flow. The carer should be able to view and interact with specific business process flows on the Pet records based on the permissions configured by the founder.
* Business Process Flow Access Configuration:
* The image shows that the " Salesperson " security role has the " Create, " " Read, " " Write, " " Delete, " " Append, " and " Append To " permissions set for the " Corgi meet-up " process.
* The green circle indicates permissions at the Organization level, meaning the carer can access all records associated with the " Corgi meet-up " business process flow across the entire organization.
* Visibility of Business Process Flows on Pet Records:
* Since the carer has these permissions at the Organization level, they will be able to see all business process flows related to pet records that have been set up by the founder.
* In this case, the answer provided in the image indicates that the carer will be able to see business process flows that were created by both the founder and new flows initiated by the carer themselves on the Pet records.
* Switch Process Dialog Visibility:
* The switch process dialog will allow the carer to select from multiple business process flows that are applicable to a given record.
* According to the selection options provided, if both the " Corgi meet-up " and the " Onboard new pet " flows are available, and they are configured to be accessible by the Salesperson role, the carer should be able to see both flows when using the switch process dialog. This aligns with the provided answer choices, which indicate that both flows are visible when switching.
References from Microsoft Documentation:
* Microsoft's official documentation on configuring Security Roles in Dynamics 365 provides detailed guidance on setting permissions for different entities and processes. More information can be found in the Dynamics 365 security model documentation: Manage security, users, and teams
* For Business Process Flow configurations, including permissions and visibility settings, refer to the guide on Create a business process flow in Dynamics 365.
This setup ensures that the carer has the appropriate level of access to perform their duties, specifically in handling pet records and business processes like the " Corgi meet-up. " If you have further questions or need more details on this configuration, feel free to ask!
NEW QUESTION # 70
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.
You recently implemented Dynamics 365 Sales within your organization's sales team. Based on the initial evaluation, adoption is limited as most sales users prefer to work from Microsoft Outlook.
You decide to enable the Dynamics 365 App for Outlook.
You need to perform the various actions required. Each correct action is part of the solution but does NOT solve the problem completely.
Solution: From the email settings in the Advanced settings, you migrate email router data from server-side synchronization to Dynamics 365 app for Outlook.
Does this meet the goal?
Answer: B
Explanation:
Correct:
* : From the email settings in the Advanced settings, you migrate email router data from server- side synchronization to Dynamics 365 app for Outlook.
[See step 1 below. Use Server-side synchronization]
* You test the email configuration and enable the mailboxes for the Dynamics 365 App for Outlook designated users. [Yes, see step 2 below] Incorrect:
* Within the system settings and email configuration, you set Process Email Using to Dynamics
365 for Outlook. [No, set this to Server-side synchronization. See step 1 below] Note:
Deploy and install Dynamics 365 App for Outlook
Step 1: Set the default synchronization method
To use Dynamics 365 App for Outlook, you need to set server-side synchronization for your email processing.
1. From your app, go to Settings > Advanced Settings.
2. Go Settings > Administration and then select System Settings.
3. Select the Email tab, and set Process Email Using to Server-Side Synchronization.
Step 2: Test email configuration and enable mailboxes
Enable and test your user mailboxes so they can use Dynamics 365 App for Outlook.
NEW QUESTION # 71
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 # 72
A company is using Dynamics 365 Sales to track their sales pipeline.
Sales managers require their forecasting to include reasons why opportunities were lost, including losses to competitors.
You need to configure the sales process WITHOUT using custom code.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Reference:
Steps to Modify the Status Reason Option Set:
Go to Settings > Customizations > Customize the System.
Locate the Opportunity entity and open its Fields section.
Find and select the statuscode (Status Reason) field.
Add new options to represent specific loss types and save the changes.
Publish the customization to make the new Status Reason options available for users.
Requirement: Record the Loss for Forecasting
Sales managers need to include lost opportunities and their reasons in forecasting. To ensure that this information is captured accurately, modifying the Opportunity Close form will allow users to specify details when marking an opportunity as closed (won or lost).
By customizing the Opportunity Close form, you can include fields that capture detailed information required for forecasting, such as the type of loss and any competitor information. This ensures that loss details are available for analysis and forecasting without needing custom code.
Steps to Modify the Opportunity Close Form:
In the Sales Hub, navigate to App Settings > Close Opportunity Experience.
Customize the Opportunity Close form to include fields that are relevant to capturing loss information, such as adding fields for competitors or reasons.
Save and publish the form to reflect the changes.
By modifying the Status Reason option set and customizing the Opportunity Close form, you enable the sales team to record detailed reasons for lost opportunities, which will support accurate forecasting and analysis, all without using custom code.
New
NEW QUESTION # 73
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