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| Certification Vendor: | Microsoft |
|---|---|
| Exam Name: | Microsoft Dynamics 365 Customer Experience Analyst |
| Exam Number: | MB-280 |
| Exam Price: | $165 USD |
| Available Languages: | Spanish, Japanese, German, Chinese (Simplified), French, English, Portuguese (Brazil) |
| Passing Score: | 700 / 1000 |
| Related Certifications: | Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate Microsoft Certified: Power Platform Functional Consultant Associate |
| Exam Duration: | 100–120 |
| Exam Format: | Case studies, Interactive items, Multiple choice |
| Certificate Validity Period: | 2 years |
| Real Exam Qty: | 40–60 |
| Recommended Training: | Course MB-280T01–T04 MB-280 Learning Path |
| Exam Registration: | Pearson VUE Registration |
| Sample Questions: | Microsoft MB-280 Sample Questions |
| Exam Way: | Online proctored or onsite at Pearson VUE test centers |
| Pre Condition: | Recommended: Experience with Dynamics 365 Sales, Dataverse, and basic Power Platform knowledge; no mandatory prerequisites |
| Official Syllabus URL: | https://learn.microsoft.com/en-us/credentials/certifications/resources/study-guides/MB-280 |
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NEW QUESTION # 136
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 # 137
Drag and Drop Question
You manage the Dynamics 365 Customer Insights applications at a cosmetics retail firm.
Your marketing team wants to be able to branch contacts in a journey to receive a premium offer email if the contacts' total spend in the past 12 months is greater than $500. However, data on lifetime spend is not an attribute in the Contact table or any standard related tables in Microsoft Dataverse.
Within Dynamics 365 Customer Insights - Data, you have ingested a table named
"CustomerSpendTrailing12" that includes all customer transactions made in the past 12 months.
The spend is held per transaction in a column named Amount.
You need to enable the marketing team to execute this journey branch design without making changes to standard tables in Dataverse.
Which three actions should you perform in sequence? To answer, move the three appropriate actions from the list of actions to the answer area. Arrange the three actions in the correct order.
Answer:
Explanation:
Explanation:
Reference:
https://learn.microsoft.com/en-us/dynamics365/customer-insights/data/dataverse-measures
https://learn.microsoft.com/en-us/dynamics365/customer-insights/data/measure-builder
NEW QUESTION # 138
Case Study 1 - Contoso Ltd
Background information
Contoso Ltd. has started a new division that provides janitorial services to businesses.
The sales teams for this division are using a dedicated instance of Dynamics 365 Sales.
Contoso Ltd.'s sellers are becoming accustomed to Copilot in Sales and Sales Insights features.
They have identified several desired enhancements.
System configuration
The base currency for all opportunities in the system is US dollars (USD). The administrator has NOT enabled installed premium Sales Insights features. All users have Premium licenses.
Contoso Ltd. uses Exchange Online for email.
Only three default insights cards are turned on:
1. Close date coming soon
2. Meeting today
3. Upcoming meeting
The system administrator has set the following days before notifying me value for the Close date coming soon card to 21 days. Contoso Ltd. has also just set up Dynamics 365 Customer Insights
- Journeys for marketing automation. No segments or customer journeys have been defined yet.
Dynamics 365 Sales and Customer Insights - Journeys both share the same instance of Microsoft Dataverse.
Copilot in Dynamics 365 Sales settings
The following screenshots show the configured fields for opportunity settings summaries and recent changes in Copilot.
Contoso Ltd. Personnel
Business development managers
Contoso Ltd. has 30 business development managers (BDMs) across its sales teams. Each BDM is responsible for selling janitorial services to new and existing clients. All BDMs are assigned the sales manager security role in Dynamics 365 Sales.
Any BDM can own an opportunity, even if a different BDM owns the client account record. Any other BDMs assigned to work on the opportunity will be included in the opportunity record's sales team. Opportunity records owned by a BDM will never include any additional client stakeholders other than the named contact for the opportunity.
The BDMs have been told to document all client communications in Dynamics 365, but they frequently exchange emails with client contacts through Microsoft Exchange WITHOUT tracking them in Dynamics 365.
Digital sales team
Contoso Ltd. has a digital sales team that comprises 10 junior sales resources who focus on lead qualification and conversion to opportunities. Members of this team are assigned a single custom security role named Digital seller that is a copy of the standard Salesperson role. View audit history and view audit summary permissions are disabled.
The team currently receives leads from an online form on Contoso Ltd.'s website. Many online lead submissions end up being duplicates, and the team manually reconciles the duplicates by comparing last name, email address, and phone number for all submitted leads.
Clients
Client tiers
Clients are grouped into tiers based on annual revenue as calculated in a system outside Dynamics 365 Sales. Clients receive different levels of ongoing service and support based on their tier assignment.
Annual revenue values for accounts and corresponding tier values are written to Dynamics 365 through a nightly batch process. Client tier values are only updated when they change, and tier value will always be blank for accounts with no calculated annual revenue.
The tier structure is:
Tier A -- annual revenue greater than or equal to $10,000,000 USD
Tier B -- annual revenue greater than $5,000,000 USD and less than $10,000,000 USD Tier C -- annual revenue greater than $0 USD and less than or equal to $5,000,000 USD The tier label is stored in a custom text field named Client tier (contoso_clienttier) that contains only a single letter or is blank.
Northwind Traders account
There are three BDMs who frequently work together on large opportunities.
BDM1 is the account owner for Northwind Traders, a multinational client.
- BDM1 owns all Northwind Traders opportunities with estimated revenue greater than or equal to
$1,000,000. BMD2 and BDM3 are assisting BDM1 with several opportunities for Northwind Traders in different cities.
- BDM3 owns all other Northwind Traders opportunities. BDM3 is NOT a sales team member for any of the opportunities BDM1 owns.
- BDM2 is a sales team member for all Northwind Traders opportunities.
Client Contact1 is the primary contact for the Northwind Traders' account. There are two other client contacts with whom the Northwind account team regularly engages - Client Contact2 and Client Contact3.
BDM1 and Northwind Traders account
BDM1 has been on vacation for two weeks. During vacation, BDM1 did NOT log into Dynamics
365, and BDM2 made the following updates to several open Northwind Traders opportunities.
BMD2 also scheduled an internal meeting with BMD1 for the day they return to discuss a request from the primary contact for the account. The meeting has the "London office" opportunity as its regarding value.
Desired enhancements
The global sales lead requests the following enhancements:
1. A "Welcome" email should be sent to the primary contact for an account when the account first enters any client tier. This email should only be sent to the primary contact once.
2. Account owners should receive immediate notifications in the assistant in Dynamics 365 Sales when accounts change tiers. The notifications should include the account name and current tier.
3. A "Getting started" email should be sent to the main contact associated with an opportunity when the opportunity status is set to "Won."
1. The email should include a link to a custom onboarding form where the contact can supply information required to start the janitorial services for a given location.
2. If the contact does NOT click any links in the email, a follow-up email should be sent.
4. All emails between BDMs and client contacts should be available for relationship analytics KPIs. Emails sent by other users outside of Dynamics 365 should NOT be included in the KPIs.
The digital sales team lead requests the following enhancements:
1. The ability for team members to use Copilot to summarize changes to lead records.
2. Replace the current online form used by their team to capture new leads. The new form should automatically handle duplicates using the rules the team currently applies manually.
You need to update the role configuration for the digital sales team to enable the capability requested.
What two actions should you perform? Each correct answer presents part of the solution.
(Choose two.)
NOTE: Each correct selection is worth one point.
Answer: B,C
Explanation:
Grant view Audit Summary permissions to the Digital seller security role.
This permission allows users to view audit summaries, which may be necessary for the digital sales team to see changes made to records. However, it does not directly enable the capability for using Copilot to summarize changes.
Assign the Sales Copilot user role to the members of the digital sales team.
This is crucial because assigning the Sales Copilot user role will provide access to the Copilot features, including the ability to use Copilot for summarizing changes to lead records.
NEW QUESTION # 139
You are setting up a product catalog.
The product catalog must be set up with the following parameters:
● $100.00 off if a customer buys more than 10 cases
● $10.00 less if a customer buys two different products together instead of individually
● Single product sold in quantities of 1, 6, and 12; price per unit decreases as quantities increase You need to set up the parameters.
What should you configure? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
NEW QUESTION # 140
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: D
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 # 141
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