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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Configure Data Ingestion | 20-25% | - Configure data sources and connectors
|
| Topic 2: Configure Customer Data Privacy Settings and Establish Data Policies | 20-25% | - Configure data policies
|
| Topic 3: Manage Overlapping Identities and Unify Customer Profiles | 15-20% | - Configure identity resolution
|
| Topic 4: Configure Insights and Customer Card | 10-15% | - Configure subscriptions and alerts
|
| Topic 5: Create and Configure Segments and Measures | 25-30% | - Create and configure measures
|
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NEW QUESTION # 28
You have opportunities that have values in multiple currencies. You manually update currency exchange rates once per month.
You need to ensure that currency values are accurately reported.
When is the new currency exchange rate applied to the opportunity records?
Answer: D
Explanation:
In Dynamics 365, when you update currency exchange rates, those rates are applied during the scheduled system jobs that calculate rollup fields.
Specifically, if you have rollup fields related to opportunities that depend on currency values, the new exchange rates will be reflected when the calculate rollup field system job for the relevant tables runs.
NEW QUESTION # 29
The analytics team at your organization has created Power Bl reports that enrich data about your accounts from Dynamics 365 Sales with data NOT contained in Dynamics 365 Sales. The Power Bl reports are referenced by your executive leadership as the primary source of truth about account success metrics. Sales leadership has requested that sales users can see these insights about the accounts they have access to within Dynamics 365 Sales. You need to enable the insights to be available to sales users in Dynamics 365 Sales.
What should you do?
Answer: C
Explanation:
To make Power BI insights available within Dynamics 365 Sales, specifically contextualized for accounts, you should embed the Power BI report with contextual filtering. This ensures that the report dynamically adjusts based on the specific account record a user is viewing.
Embedding with contextual filtering enables sales users to see account-specific insights directly within the Dynamics 365 interface, improving accessibility and relevance.
Reference: Microsoft Documentation - Embed Power BI Reports in Dynamics 365 Sales
NEW QUESTION # 30
You are the Dynamics 365 Sales administrator for an electronics company.
The sales team is having difficulty locating different products in the same category - for instance; all versions of flat screen TV available.
You need to make it easier for the sales team to navigate through products via taxonomy.
What should you use?
Answer: B
Explanation:
Using Product families allows you to group similar products together under a common category or taxonomy. For example, you can create a product family for all versions of flat screen TVs, making it easier for the sales team to locate and navigate through different models within that category. This organization helps streamline product searches and improves overall efficiency in managing product offerings.
NEW QUESTION # 31
You are a Dynamics 365 Sales consultant for a food service company. The company caters meals for client companies.
The company wants to set up a product bundle so that the sales staff does not forget items when they create an opportunity.
The lunch bundle is created at $200.00. It will include the following.
You need to explain how the sales staff should manage the product bundle in the opportunity. What should they do for each scenario? To answer, select the appropriate options in the answer are a. NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Reference:
Increase the Number of Sodas at No Additional Charge: Increase the quantity of sodas in the line item To add sodas without impacting the price, sales staff can simply increase the quantity of sodas in the line item. This approach allows flexibility within the bundle without altering the overall bundle cost, which remains fixed.
Increase the Number of Sandwiches and Charge the Price List Price for Each Additional Sandwich: Add another line item for sandwiches with the default price To charge extra for additional sandwiches, the staff should add another line item for sandwiches. This line item would use the default price from the price list, ensuring that any additional sandwiches beyond the initial bundle are charged accordingly.
This allows the base bundle to remain consistent while additional items are billed separately based on the standard price list.
By following these guidelines, the sales staff can effectively manage the product bundle within opportunities, maintaining pricing consistency while allowing flexibility for additional items as required by the client.
NEW QUESTION # 32
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.
Action: You test the email configuration and enable the mailboxes for the Dynamics 365 App for Outlook designated users.
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.
Reference:
https://learn.microsoft.com/en-us/dynamics365/outlook-app/deploy-dynamics-365-app-for-outlook
NEW QUESTION # 33
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The web-based format gives results at the end of every Microsoft MB-280 practice test attempt and points the mistakes so you can get rid of them before the final attempt. This online format of the Microsoft Dynamics 365 Customer Experience Analyst (MB-280) practice exam works well with Android, Mac, Windows, iOS, and Linux operating systems.
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