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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Configure Customer Data Privacy Settings and Establish Data Policies | 20-25% | - Configure data policies
|
| Topic 2: Configure Insights and Customer Card | 10-15% | - Configure customer insights card
|
| Topic 3: Configure Data Ingestion | 20-25% | - Manage data transformations
|
| Topic 4: Create and Configure Segments and Measures | 25-30% | - Create and configure measures
|
| Topic 5: Manage Overlapping Identities and Unify Customer Profiles | 15-20% | - Configure identity resolution
|
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NEW QUESTION # 113
A company has three business units. User privileges are set to ensure that users can only see records owned by their own business units.
If a contact is needed for all business units, one contact record must be created for each business unit. A contact is considered a duplicate if the First Name, Last Name, Email or Preferred Phone, and Business Unit columns match.
You must ensure that duplicate records are NOT created for contacts.
You need to create the duplicate detection rules.
Which two filters should you configure? Each correct answer is part of the complete solution. (Choose two.) NOTE: Each correct selection is worth one point.
Answer: A,D
Explanation:
First Name, Last Name, and Business Unit must be match in both filter.
Additionally Preferred Phone in one of the filters.
Also Email in the other filter.
NEW QUESTION # 114
Drag and Drop Question
You work for a solar panel company that specializes in office buildings.
The sales team needs to set up a sequence for contacts to automatically receive a welcome email with the company's information and an introduction call one (1) day later.
You need to create the email template that can be used in this sequence.
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:
Reference:
https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/email-design
https://learn.microsoft.com/en-us/dynamics365/sales/create-and-activate-a-sequence
NEW QUESTION # 115
A company has two departments. Each department uses only custom forms and views designed for each department. Currently, all users can view all forms and views.
The company wants to improve usability for its users.
You need to limit users to only individual department forms and views.
What should you do?
Answer: D
Explanation:
In Dynamics 365 Sales, security roles control access to different forms, views, and records. To ensure that each department can only access their respective custom forms and views, you should assign security roles to the forms and views. This allows you to restrict users based on their department so they only see the forms and views relevant to them.
How it works:
1. Edit the form properties Assign the form to specific security roles.
2. Edit the view properties Restrict views based on security roles.
3. Ensure users have the correct security roles
Users in Department A will only see their assigned forms and views, and the same applies to Department B.
NEW QUESTION # 116
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution. Determine whether the solution meets 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 configure forecasts for a clothing manufacturer.
A salesperson updates an opportunity and wants to refresh the forecast
You need to show the salesperson how to refresh the forecast.
Solution: Recalculate the opportunity.
Does this meet the goal?
Answer: B
Explanation:
Correct:
* Recalculate the forecast
Incorrect:
* Recalculate the opportunity.
* Update the Opportunity Forecast Category Mapping process.
Note:
Example of forecast recalculation methods
Let's understand the different methods with an example. Consider a scenario where you have a forecast with 4 quarterly periods and an annual period. Assume that you're currently in Q4. The following table shows when and how the forecast data is updated for different scenarios and periods.
--
Dynamics 365 Sales, Recalculate forecasts manually
You want the forecast data to be up-to-date to make informed decisions. Forecast data is automatically recalculated at regular intervals. However, you can trigger a manual recalculation when you want to recalculate the forecast data immediately. You can also trigger a manual recalculation for past and future periods as they aren't automatically recalculated.
Recalculate and refresh forecast data manually
1. Open the forecast. Verify the Last updated timestamp on the command bar to know when the forecast was last recalculated successfully.
2. Select Recalculate data.
A notification appears at the top of the screen, confirming the recalculation. Recalculation happens in the background, and you can continue to work while recalculation is in progress.
3. After the application recalculates the forecast data, a notification appears to refresh the data. On the notification, select Refresh page.
Reference:
https://learn.microsoft.com/en-us/dynamics365/sales/keep-forecast-data-up-to-date
https://learn.microsoft.com/en-us/dynamics365/sales/forecast-recalculation-methods
NEW QUESTION # 117
Drag and Drop Question
You are designing the user experience for sales users at your organization for a variety of tasks.
One of the user experience requirements is for sales users to be able to see information from custom attributes created for originating leads for opportunities WITHOUT having to navigate to the Lead record.
You are already signed in to the correct editing application and you now need to configure the user experience in Dynamics 365 Sales to enable this.
Which five actions should you perform in sequence before saving and publishing your changes?
To answer, move the five appropriate actions from the list of actions to the answer area. Arrange the five actions in the correct order.
NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.
Answer:
Explanation:
Explanation:
1. Select Tables > Lead: Begin by selecting the table that contains the information you want to display (Lead table).
2. In the Forms area, create a quick view form with the required columns: Create a quick view form for the Lead table to display the necessary lead information.
3. Select Tables > Opportunity: Move to the Opportunity table where you want to display the information.
4. In the Forms area, select the main form you wish to update: Select the main form for the Opportunity table that will display the information.
5. Add the quick view form as a component: Add the previously created quick view form to the Opportunity form to display lead information without navigating away.
NEW QUESTION # 118
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