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| Section | Objectives |
|---|---|
| Topic 1: Configure Dynamics 365 Customer Experience applications | - Configure model-driven apps
|
| Topic 2: Configure automation and integrations | - Integration scenarios
|
| Topic 3: Implement security and governance | - Security model
|
| Topic 4: Manage Dataverse and customer data | - Dataverse data model
|
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질문 # 52
You need to ensure that a user named User1 can assign salespeople to sales territories. The solution must use the principle of least privilege.
To which security role should you assign User1?
정답：B
설명：
Correct:
* Salesperson [Preferred]
* Vice president of sales [Too much privilege compared to Salesperson. It is the second best option to be used if Salesperson is not an option] Incorrect:
* Forecast manager [Too limited]
* System customizer [Too limited]]
Users who have full permission to customize the environment. Users with this role have organization-level access to custom entities and user-level access to system entities.
Access includes but not limited to
reate, read, write, delete, and customizations across all features in the application.
* Sales team member [Too limited]
* Sequence manager [Too limited]
* Vice president of sales [Too much privilege compared to Salesperson]
Users who typically manage the sales organization for several business units or the entire organization Access includes but not limited to Same permissions as the Sales Manager, except that their scope of access is broader.
Note 1:
* Sales Manager
Users who manage a team of sellers and are responsible for the team's performance. They're also responsible for creating and managing products, setting sales targets, and projecting sales forecasts.
Access includes but not limited to
Access to product management, sales management, sales forecasting, and goal management, along with the privileges of the Salesperson role.
Note 2:
The principle of least privilege means granting the user only the minimum permissions necessary to perform their tasks. In this case, to allow User1 to assign salespeople to sales territories, the Salesperson role typically includes privileges related to managing sales processes, such as territories, while limiting access to broader system functions like those available to a Vice President of Sales or System Customizer.
The System Customizer and Vice President of Sales roles would grant more permissions than necessary, which would violate the principle of least privilege. The Sales Team Member role is typically too limited for assigning salespeople to sales territories, which requires more specific access.
질문 # 53
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: Select Email Settings within the environment's settings, and set Process Email Using to Server-Side Synchronization.
Does this meet the goal?
정답：A
설명：
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]
* Select Email Settings within the environment's settings, and set Process Email Using to Server-Side Synchronization. [Yes, see step 1 below] Reference:
https://learn.microsoft.com/en-us/dynamics365/outlook-app/deploy-dynamics-365-app-for-outlook
질문 # 54
You created and published lead scoring models in the Dynamics 365 Customer insights - Journeys application.
Your marketing team members inform you that they are NOT able to view the lead scoring insights. You confirm the lead scoring models are published and are Live.
You need the marketing team to be able to view the lead scoring insights.
정답：D
설명：
* For team members to view lead scoring insights, they must have appropriate permissions, specifically the Lead Score Viewer role in Dynamics 365 Customer Insights - Journeys.
* Even though the lead scoring models are published and live, without the correct security role, users will not have access to view the insights.
* Assigning the Lead Score Viewer role ensures that the users have the necessary access rights to review the lead scoring insights generated by the models.
질문 # 55
A company deploys Dynamics 365 Sales.
You are deploying Dynamics 365 App for Outlook to all users in the environment. You complete the following steps of the deployment:
● Assign all users the required security privileges.
● Enable and test all mailboxes.
Users report that the app is NOT visible within their Outlook client.
You need to make Dynamics 365 App for Outlook available to all users.
Which two actions should you perform? Each correct answer presents a complete solution. (Choose two.) NOTE: Each correct selection is worth one point.
정답：C,E
설명：
Deploy and install Dynamics 365 App for Outlook
Step 1: Set the default synchronization method [Assume done]
Step 2: Test email configuration and enable mailboxes [Done]
Step 3: Provide security role access [Done]
The security role Dynamics 365 App for Outlook User is available from build 9.1.0.4206 or later. If a user doesn't have this security role or its underlying privileges, they'll receive the following error: You haven't been authorized to use this app. Check with your system administrator to update your settings. You must add users to this role so they can use Dynamics 365 App for Outlook. This will ensure that the users have the basic privileges needed to access App for Outlook.
Step 4: Install App for Outlook
Follow these steps to push Dynamics 365 App for Outlook to selected users, all users, or have users install it themselves as needed.
Step 4.1: Push the app to your users
1. To push the app to your users, from your app, go to Settings > Advanced Settings.
2. Go Settings > Dynamics 365 App for Outlook.
3. The Getting Started with Microsoft Dynamics 365 App for Outlook page lists all eligible users that can use App for Outlook. You have several different options on how you can deploy the app to your users.
4. Etc.
Or
Step 4.2: Have users install App for Outlook themselves
1. From your app, go to Settings > Advanced Settings.
2. Select the Settings button Settings button., again and then select Apps for Dynamics 365 apps.
3. In the Apps for Dynamics 365 apps screen, under Dynamics 365 App for Outlook, users select Add app to Outlook.
Reference:
https://learn.microsoft.com/en-us/dynamics365/outlook-app/deploy-dynamics-365-app-for-outlook
질문 # 56
You are the Dynamics 365 administrator at an organization that uses both Dynamics 365 Customer Insights - Journeys and Dynamics 365 Sales.
You have configured Customer Insights - Journeys to create leads from web form submissions. You also allow your sales users to create leads using the user interface.
Your organization has recently hosted an event at a conference.
* You have a Customer Insights - Journeys web form to capture leads immediately at the conference.
* You expect sales users to enter lead information for prospects they meet at the event in the week after the conference.
You need to keep your data clean while also capturing all the valid leads from the event. What should you do?
정답：B
설명：
Requirement Analysis:
The organization is collecting lead data from two sources: a web form created in Customer Insights - Journeys and manual entries by sales users. This setup could lead to duplicate entries if a lead is submitted through the web form and then entered manually by a sales user afterward.
To ensure data integrity and avoid duplication, it is essential to implement a mechanism that identifies and manages duplicates automatically.
Solution - Enabling Duplicate Detection:
In Dynamics 365, duplicate detection can be configured to alert users or prevent the creation of records that already exist based on certain criteria (such as email).
By enabling duplicate detection based on email addresses, the system will compare incoming lead data with existing records and prompt users if a duplicate is identified. This feature will ensure that leads collected from different sources are not duplicated unnecessarily.
Steps to Enable Duplicate Detection for Leads Based on Email:
Navigate to Settings > Data Management > Duplicate Detection Rules in Dynamics 365.
Create a new Duplicate Detection Rule for the Lead entity. Specify that the system should check for duplicate records based on the email field.
Publish the rule and ensure it is activated.
After activation, this rule will prompt users whenever a duplicate email is detected, either from the Customer Insights - Journeys web form or manual entry by sales users.
Reference:
Benefits of Using Duplicate Detection:
This approach does not restrict users from creating leads but ensures that duplicate entries are flagged, allowing users to review and decide whether to proceed.
It maintains data cleanliness by preventing unnecessary duplicates while ensuring all valid leads are captured from different sources.
By implementing this solution, the organization can effectively manage potential duplicate leads, keeping the data clean and accurate across both Customer Insights - Journeys and Dynamics 365 Sales.
질문 # 57
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