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NEW QUESTION # 48
A company is implementing the Dynamics 365 Sales mobile app.
The company requires setup of several push notifications for sellers who use the app.
You need to create the push notifications.
Which feature should you use?
Answer: B
Explanation:
Understanding the Requirement:
The company wants to send push notifications to sellers using the Dynamics 365 Sales mobile app. This requires setting up automated notifications triggered by certain events or conditions.
Solution - Using Cloud Flows:
Cloud flows in Power Automate are ideal for creating automated workflows that can trigger push notifications based on events in Dynamics 365.
Power Automate provides connectors for Dynamics 365 Sales and mobile notifications, enabling the setup of push notifications without requiring custom code or plugins.
Reference:
Steps to Create a Cloud Flow for Push Notifications:
Go to Power Automate and create a new Cloud Flow.
Set up a trigger based on a Dynamics 365 event (e.g., when a record is created or updated).
Add an action to send a push notification to the user's mobile device.
Customize the notification message and publish the flow to activate the notifications.
Using Cloud Flows in Power Automate enables dynamic push notifications for mobile users, providing timely updates to sales team members based on real-time data changes.
NEW QUESTION # 49
Hotspot Question
A company enables sales accelerator in Dynamics 365 Sales. All salespeople use a custom customer form.
A salesperson observes that a work list displays TaskA instead of TaskB for a customer.
The salesperson requires the following setup:
- Display only TaskB in the work list.
- View the task on the customer record as a visual cue.
You need to recommend changes to meet the requirements.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Display only TaskB in the work list - Filter the work items.
To ensure that only TaskB appears in the work list, the salesperson should filter the work items.
Sorting or changing due dates does not ensure that only TaskB is displayed.
View the task on the customer record - Add the Timeline control.
The Timeline control is used to display activities such as tasks, emails, phone calls, and notes on a customer record. Adding this control will allow the salesperson to see TaskB as a visual cue on the customer form.
NEW QUESTION # 50
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: B,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 # 51
Your organization has been noticing some peculiar field changes on certain records and wants to know what is causing this. You need to audit user access and updates for several custom tables.
Which two boxes must be checked as prerequisites steps? To answer, select the appropriate check boxes in the answer area. NOTE: Each correct selection is worth one point.
Answer:
Explanation:
* Start Auditing:
* Enabling Start Auditing is the primary step to activate auditing for Dynamics 365. This setting ensures that changes to data, including field updates on records, are tracked and logged.
* Without enabling this checkbox, no data changes will be recorded, as it is the fundamental requirement for auditing across all entities and fields.
Reference: Microsoft Documentation - Enable and Configure Auditing in Dynamics 365 Audit User Access:
The Audit User Access checkbox ensures that user activities related to accessing records are tracked. This is essential for identifying when specific users accessed records, which could correlate with field changes observed.
Enabling this option provides insights into who accessed which records and when, which is useful in understanding user behavior and any unusual access patterns.
Reference: Microsoft Documentation - Configure User Access Auditing
Additional Steps for Table-specific Auditing (if needed):
After enabling auditing at the system level, specific tables (entities) need to have auditing enabled if they are not covered under common, sales, marketing, or customer service entities.
Go to Settings > Customizations > Customize the System, select the custom table, and ensure that Auditing is enabled on the desired fields within the table.
By enabling both Start Auditing and Audit User Access, you ensure that both data changes and access patterns are recorded, providing a comprehensive audit trail for monitoring and troubleshooting field changes on records.
NEW QUESTION # 52
You are the Dynamics 365 Sales administrator at a technology firm that sells to other businesses.
The sales team recently created specific statuses when developing leads.
You need to add additional options for the sales team to select after they have had an initial conversation with a lead.
Which component should you configure on the lead table?
Answer: D
NEW QUESTION # 53
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