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| Section | Objectives |
|---|---|
| Implement security and governance | - Field and record security
|
| Configure Dynamics 365 Customer Experience applications | - Customize user experience
|
| Configure automation and integrations | - Integration scenarios
|
| Manage Dataverse and customer data | - Data management
|
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NEW QUESTION # 56
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 # 57
One of the data sources being ingested into Dynamics 365 Customer Insights - Data is Microsoft Dataverse. During the unification process, you need to identify the primary key.
Which three data types can you use as a primary key attribute? Each correct answer presents a complete solution. Choose three. NOTE: Each correct selection is worth one point.
Answer: A,D,E
Explanation:
In Dynamics 365 Customer Insights - Data, primary key attributes must uniquely identify records and be consistent across the data source.
Whole Number and GUID are commonly used data types for primary keys because they can uniquely identify records and are natively supported for primary keys in databases.
String can also be used as a primary key if it uniquely identifies each record (e.g., an email address).
Integer and Boolean are generally not used as primary keys in Customer Insights because they may not provide unique identifiers suitable for all scenarios.
NEW QUESTION # 58
A company uses Dynamics 365 Sales. You have administrator privileges.
The sales manager plans to require the sales team to track emails from Microsoft Outlook.
You need to direct users to where they can deploy their own App for Outlook instance.
To where should you direct them?
Answer: A
NEW QUESTION # 59
A company sends its salespeople to trade shows to meet potential customers. One day after the trade shows, the salespeople currently send a follow-up email manually to the potential customers they met. They would like a task to remind them to call the potential customers a week after that.
You need to increase the follow-up rate for salespeople after a tradeshow.
Which actions should you take? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
* Automate the Tradeshow Follow-up Process: Implement sequences
* Using sequences in Dynamics 365 allows for automating a series of tasks or activities for lead follow-up. Sequences enable you to standardize and automate follow-up tasks, like sending emails and scheduling calls, ensuring salespeople adhere to a consistent process without manual intervention.
* Implementing sequences is ideal for the follow-up process as it automates the steps and reduces the reliance on salespeople to manually manage each task.
Reference: Microsoft Documentation - Create and Manage Sequences
Ensure That the Process Applies Only to Tradeshow Leads: Use segments
Segments are used to filter leads based on specific criteria. By using segments, you can ensure that the automated sequence is triggered only for leads generated from trade shows.
This action targets the automation specifically at the tradeshow leads, ensuring that other leads are not inadvertently included in this process.
Reference: Microsoft Documentation - Use Segments in Dynamics 365
Ensure Proper Timing of Activities: Set relative due date
Setting a relative due date allows you to define a timeframe between actions in the sequence. For example, the follow-up call task can be scheduled for one week after the initial email.
This ensures that tasks are executed with the correct timing, aligning with the desired schedule of following up with potential customers one week after the first contact.
Reference: Microsoft Documentation - Schedule Activities with Relative Due Dates By implementing sequences to automate follow-ups, using segments to filter for tradeshow-specific leads, and setting relative due dates for timely task execution, the company can optimize its post-tradeshow follow-up process and enhance the likelihood of successful customer engagement.
NEW QUESTION # 60
You need to identify the duplicate pet records, so they can be manually merged by the carer. What must you create?
Answer: C
Explanation:
To identify duplicate records, you need to configure both duplicate detection rules and duplicate detection jobs.
Since Terra Flora requires identifying duplicate pet records across various fields, creating three duplicate detection rules is likely necessary to cover different columns (such as name, breed, and dietary requirements) in the Pet table.
One duplicate detection job is sufficient to run these rules concurrently, scanning the database for duplicates across the specified columns. This job can be scheduled or run manually.
Option B is correct as it ensures comprehensive coverage with three rules addressing various fields and one job to manage the duplicate detection process.
Reference from Microsoft Documentation:
For guidance on setting up duplicate detection jobs and rules, refer to Detect duplicate records in Dynamics 365.
NEW QUESTION # 61
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