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| Section | Weight | Objectives |
|---|---|---|
| Implement Dynamics 365 Sales | 30–35 | - Configure core functionality
|
| Demonstrate Dynamics 365 Customer Insights capabilities | 10–15 | - Use Customer Insights - Journeys
|
| Configure and customize Dataverse and model-driven apps | 35–40 | - Manage Dataverse components
|
| Extend and enhance Dynamics 365 Sales capabilities | 10–15 | - Integrate with Power Platform
|
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NEW QUESTION # 25
You are creating a pricing list in Dynamics 365 Sales. All prices must end in You need to select the function that establishes this pricing requirement. What should you use?
Answer: A
Explanation:
In Dynamics 365 Sales, the Rounding Policy feature allows you to control how pricing values are rounded, such as ensuring prices end in specific digits (e.g., nearest whole number or a specified decimal value).
The Rounding Policy can be configured to automatically adjust prices to the nearest whole value or any other desired rounding amount, ensuring consistency with pricing requirements.
This feature is especially useful for scenarios where pricing must conform to specific formats, such as all prices ending in "0" or "5." Reference: Microsoft Documentation - Configure Rounding Policies for Price Lists
NEW QUESTION # 26
A marketing user wants to target two groups of customers:
1. All customers that live in Paris.
2. All customers that have made more than ten online purchases.
You decide to meet this requirement by making quick segments.
Which two options should you use as the base in the quick segments? Each correct answer presents part of the solution. (Choose two.) NOTE: Each correct selection is worth one point.
Answer: A,B
Explanation:
* All customers that live in Paris.
Customer profile data has address information.
* All customers that have made more than ten online purchases.
Incorrect:
Not Data tables [Not available for Quick Segments]
Not Enrichments [Not available for Quick Segments]
Note:
Quick segments let you build simple segments with a single operator quickly for faster insights. Quick segments are only supported in environments for individual customers.
Create a new segment with quick segments
1. Go to Insights > Segments.
2. Select New > Create from.
Select the Profiles option to build a segment that is based on the unified customer table.
Select the Measures option to build a segment around measures you have previously created.
Select the Insights option to build a segment around one of the output tables you generated using either the Predictions or Custom Models capabilities.
3. In the New quick segment dialog box, select an attribute from the Field dropdown.
Etc.
Reference:
https://learn.microsoft.com/en-us/dynamics365/customer-insights/data/enrichment-hub
https://learn.microsoft.com/en-us/dynamics365/customer-insights/data/segment-quick
NEW QUESTION # 27
You need to build a trigger-based journey to send the " Getting started " emails requested by the global sales lead. Which trigger should you use to start the journey?
Answer: D
Explanation:
To build a trigger-based journey that sends " Getting started " emails when an opportunity is marked as " Won, " the appropriate trigger to use is the Dataverse record change trigger. This trigger is specifically designed to initiate actions based on changes in Microsoft Dataverse records, which are integral to Dynamics
365.
Here's the detailed reasoning:
* Dataverse Record Change Trigger:
* The Dataverse record change trigger is used to initiate journeys when there is a change in a record within Dataverse, such as an opportunity ' s status.
* Since the requirement is to send a " Getting started " email once an opportunity status changes to
" Won, " this trigger can detect the status update in real-time.
* Using this trigger, you can specify the criteria for the journey to start, such as filtering for opportunities with a status of " Won, " thus automating the email sending based on this condition.
* Why Not Other Triggers?
* Custom trigger with lead profile data and Custom trigger with contact profile data: These are generally used for initiating journeys based on custom events or data points outside of standard Dataverse records, which isn't applicable here as the journey is triggered by an opportunity status change, a native Dataverse record.
* Email Link Clicked Interaction Trigger: This trigger is used to follow up after an email link is clicked, which does not align with the scenario. The journey must start based on an opportunity status change, not email interaction.
Microsoft Dynamics 365 References:
* Create and manage trigger-based journeys
* Work with Dataverse triggers in journeys
By using the Dataverse record change trigger, you ensure that the journey aligns directly with the sales process and automatically sends the " Getting started " email when an opportunity reaches the " Won " status, as requested by the global sales lead.
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 Sales, currency exchange rates are applied to opportunity records when specific triggers occur. These exchange rates are updated manually on a periodic basis (e.g., once a month) to reflect current currency values.
* Exchange rates are recalculated for an opportunity when there is a change in the status reason (e.g., from open to won or lost). This trigger ensures that the most recent exchange rate is used when key changes occur in the opportunity lifecycle, maintaining accurate currency reporting.
NEW QUESTION # 29
Your sales team has now managed to get all the email communication in place and want to take it a step further by implementing SMS channel.
You need to configure an SMS provider.
Which four actions should you perform in sequence? To answer, move the four appropriate actions from the list of actions to the answer are a. Arrange the four actions in the correct order.
Answer:
Explanation:
NEW QUESTION # 30
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