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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Configure Customer Data Privacy Settings and Establish Data Policies | 20-25% | - Configure customer profile configuration
|
| Topic 2: Configure Insights and Customer Card | 10-15% | - Configure customer insights card
|
| Topic 3: Create and Configure Segments and Measures | 25-30% | - Create and configure customer segments
|
| Topic 4: Configure Data Ingestion | 20-25% | - Manage data transformations
|
| Topic 5: Manage Overlapping Identities and Unify Customer Profiles | 15-20% | - Manage unified profiles
|
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NEW QUESTION # 111
You use the Dynamics 365 Sales mobile app.
Users must receive a push notification when they are assigned to a lead record.
You need to create the push notification.
Which tool should you use?
Answer: A
Explanation:
Dynamics 365 Sales, Create custom push notifications
You create a notification from a flow
When you trigger a push notification from a Power Automate flow, you can send the notification to only one user or security group at a time.
Note: About push notifications
The Dynamics 365 Sales mobile app supports push notifications that can be created by using the Send push notification V2 action with the following details:
Mobile app: Select Sales.
Your app: Select the app that you want to set up the notification for.
Recipients Item-1: Enter the user's email or the user's Microsoft Entra ID object ID.
Message: Enter the notification message.
Open app: Select Yes.
Entity: Select which table the notification is for.
Record ID: Enter the record ID. If you don't enter a record ID, the mobile app will open at the home screen when you tap the notification. If you enter the record ID, the mobile app will open the specified record when you tap the notification.
NEW QUESTION # 112
You need to ensure that a user named User1 can assign salespeople to sales territories. The solution must use the principle of least privilege. To which security role should you assign User1?
Answer: B
Explanation:
To assign salespeople to sales territories, the user needs permissions to manage territory assignments, which is typically a higher-level responsibility.
The Vice president of sales role includes privileges related to managing sales territories, unlike the Sales team member or Salesperson roles, which are more focused on direct sales tasks.
The System customizer role does not specifically grant territory management permissions and is more focused on customization and configuration tasks.
Reference: Microsoft Documentation - Security Roles and Privileges in Dynamics 365
NEW QUESTION # 113
A company uses Dynamics 365 Sales with assignment rules. The assignment rules use a segment to filter the lead records.
A sales manager wants to automatically add a series of tasks by using the same criteria as the assignment rules.
You need to create the tasks and assign the tasks to the lead records.
In which order should you perform the actions? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
Explanation:
The correct order of actions to create a sequence of tasks and assign them to lead records based on the same criteria as assignment rules is as follows:
* Create a sequence.
* Add tasks to the sequence.
* Connect the existing segment to the sequence.
* Activate the sequence.
* Create a Sequence:
* Start by creating a sequence in Dynamics 365 Sales. A sequence is a defined set of steps (tasks) that are applied to records in a systematic manner. It helps automate the task creation process based on predefined criteria.
Reference: Microsoft Documentation - Create and Manage Sequences
Add Tasks to the Sequence:
After creating the sequence, add the specific tasks that need to be automatically generated and assigned to the leads. These tasks can be calls, follow-ups, emails, etc., that need to be completed as part of the sales process.
Reference: Microsoft Documentation - Add Activities to a Sequence
Connect the Existing Segment to the Sequence:
Once the tasks are added, connect the sequence to the existing segment that filters the lead records based on assignment rules. This ensures that only leads within this specific segment are targeted by the sequence.
The segment is a subset of leads that meet certain criteria, and connecting it to the sequence allows for automated task assignment according to the segment ' s filtering rules.
Reference: Microsoft Documentation - Use Segments with Sequences
Activate the Sequence:
Finally, activate the sequence to begin the automated assignment of tasks to lead records that meet the segment criteria. Activation makes the sequence live, enabling the automated process to assign tasks to each lead as per the sequence setup.
Reference: Microsoft Documentation - Activate Sequences
By following these steps, the sales manager can ensure that tasks are automatically generated and assigned to leads according to the same criteria used by the assignment rules, streamlining task management for the sales team.
NEW QUESTION # 114
You are implementing Dynamics 365 Sales for a company.
Sellers regularly must compare data stored in Sales with an authoritative data source and contact individuals directly from the Sales app.
You need to recommend a solution for the sellers.
Which feature should you recommend?
Answer: B
NEW QUESTION # 115
You are working in a manufacturing company that is struggling to get their sales department to input all relevant information into Dynamics 365 for Sales.
You need to deploy the Dynamics 365 App for Outlook for all eligible users as efficiently as possible.
What should you do?
Answer: C
Explanation:
To efficiently deploy the Dynamics 365 App for Outlook to all eligible users, the best approach is to enable the automatic deployment setting in Dynamics 365 Settings. This option allows automatic installation for all users whose mailboxes are configured correctly, eliminating the need for manual activation by each user.
NEW QUESTION # 116
......
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