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| Section | Weight | Objectives |
|---|---|---|
| Configure and customize Dataverse and model-driven apps | 35–40 | - Customize model-driven apps
|
| Implement Dynamics 365 Sales | 30–35 | - Configure core functionality
|
| Extend and enhance Dynamics 365 Sales capabilities | 10–15 | - Integrate with Power Platform
|
| Demonstrate Dynamics 365 Customer Insights capabilities | 10–15 | - Work with Customer Insights - Data
|
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NEW QUESTION # 47
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:
Correct:
* Salesperson [Preferred]
* Vice president of sales [Too much privilege compared to Salesperson. It is the second best option to be used if Salesperson is not an option] Incorrect:
* Forecast manager [Too limited]
* System customizer [Too limited]]
Users who have full permission to customize the environment. Users with this role have organization-level access to custom entities and user-level access to system entities.
Access includes but not limited to
reate, read, write, delete, and customizations across all features in the application.
* Sales team member [Too limited]
* Sequence manager [Too limited]
* Vice president of sales [Too much privilege compared to Salesperson]
Users who typically manage the sales organization for several business units or the entire organization Access includes but not limited to Same permissions as the Sales Manager, except that their scope of access is broader.
Note 1:
* Sales Manager
Users who manage a team of sellers and are responsible for the team's performance. They're also responsible for creating and managing products, setting sales targets, and projecting sales forecasts.
Access includes but not limited to
Access to product management, sales management, sales forecasting, and goal management, along with the privileges of the Salesperson role.
Note 2:
The principle of least privilege means granting the user only the minimum permissions necessary to perform their tasks. In this case, to allow User1 to assign salespeople to sales territories, the Salesperson role typically includes privileges related to managing sales processes, such as territories, while limiting access to broader system functions like those available to a Vice President of Sales or System Customizer.
The System Customizer and Vice President of Sales roles would grant more permissions than necessary, which would violate the principle of least privilege. The Sales Team Member role is typically too limited for assigning salespeople to sales territories, which requires more specific access.
NEW QUESTION # 48
Your company wants to enable Al features in their systems and use Copilot for Sales to connect to Dynamics 365 Sales dat a. You need to ensure that all eligible users have access.
Which three actions should you perform? Each correct answer presents part of the solution. Choose three. NOTE: Each correct selection is worth one point.
Answer: B,C,E
Explanation:
Enable Copilot for Sales in Dynamics 365:
To make Copilot features available, you must enable Copilot for Sales within Dynamics 365. This involves setting up the environment so that Copilot can access and utilize the sales data effectively.
Verify Server-Side Synchronization and Security Roles:
Copilot for Sales relies on server-side synchronization to ensure data flow between Dynamics 365 and other services, such as Teams. Ensure that server-side synchronization is enabled and that users have the necessary security roles in Dynamics 365 to access and use Copilot.
Assign Privileges for Copilot in Teams:
Ensure that users have the correct privileges within Teams to access Copilot. This might involve configuring access policies and permissions so that eligible users can utilize Copilot features during their interactions within Teams.
NEW QUESTION # 49
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 o( 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?
Answer: B
Explanation:
* Understanding the Statuscode and Statecode Columns:
* In Dynamics 365 Sales, opportunities have two primary columns related to their status: statecode and statuscode.
* The statecode defines the primary state of an opportunity (e.g., Open, Won, Lost).
* The statuscode provides more granular reasons associated with each primary state. For example, within the " Open " state, you can have various reasons such as " In Progress, " " On Hold, " etc.
Reference: Microsoft Documentation - Statecode and Statuscode in Dynamics 365 Modifying Status Reasons for Open Opportunities:
The construction company wants to indicate when opportunities are delayed due to specific external factors.
To accommodate this, they need specific status reasons like " Pending Permits " and " Asbestos Removal. " By adding these as status reasons under the " Open " state, you enable sales team members to select these options directly from their current status options.
Reference: Microsoft Documentation - Customize Status Reasons for Opportunity Steps to Add New Status Reasons to Open Opportunities:
Navigate to Solution: Go to the Dynamics 365 Sales app, then to Settings > Customizations > Customize the System.
Locate the Opportunity Entity: In the default solution, find and expand the " Entities " list, then select " Opportunity. " Edit Statuscode Values: Within the " Opportunity " entity, select " Fields, " then find and edit the statuscode field. Here, you can add new options under the " Open " status. Add " Pending Permits " and " Asbestos Removal. " Publish the Changes: After adding and saving the new status reasons, publish the changes so that they are available to users.
Verifying Custom Status Reason Visibility:
Ensure the new options are available on the Opportunity form for selection.
Test by opening an Opportunity and confirming that the " Pending Permits " and " Asbestos Removal " options are available under the Open status reasons.
Reference: Microsoft Documentation - Publishing Customizations in Dynamics 365 By following these steps, the sales team can now use specific status reasons to indicate why certain opportunities are delayed, providing clearer visibility into the sales pipeline ' s status.
NEW QUESTION # 50
Your sales team lacks important information on the Opportunity Close form.
You need to update the form.
Which out-of-the-box role must you have?
Answer: D
Explanation:
To update the Opportunity Close form in Dynamics 365 Sales, you need a role that allows modification of system entities, including the Opportunity entity and its associated forms. The System administrator role provides full access to all customization features in Dynamics 365, including modifying forms, fields, and layouts.
NEW QUESTION # 51
You are creating a forecast.
You want to include only opportunities that sell more than 100 units.
You need to configure this within the system.
What should you configure?
Answer: B
Explanation:
To include only opportunities that sell more than 100 units in your forecast, you should configure additional filters. By applying a filter based on the number of units sold, you can ensure that only the relevant opportunities are considered in your forecast calculations.
NEW QUESTION # 52
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