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| Certification Vendor: | Microsoft |
|---|---|
| Exam Name: | Microsoft Dynamics 365 Customer Experience Analyst |
| Exam Number: | MB-280 |
| Exam Price: | $165 USD |
| Passing Score: | 700 / 1000 |
| Real Exam Qty: | 40–60 |
| Exam Duration: | 100–120 |
| Certificate Validity Period: | 2 years |
| Exam Format: | Multiple choice, Interactive items, Case studies |
| Available Languages: | Japanese, Spanish, French, Portuguese (Brazil), Chinese (Simplified), English, German |
| Related Certifications: | Microsoft Certified: Power Platform Functional Consultant Associate Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate |
| 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 # 16
You are working in Dynamics 365 Sales. You turn on the visibility of the Dynamics 365 Sales records in the channel.
A user working with leads is unable to pin the view into Microsoft Teams.
You need to identify the issue.
What should you do?
Answer: D
Explanation:
For users to pin views of Dynamics 365 Sales records in Microsoft Teams, Enhanced Microsoft Teams Integration must be enabled. This feature allows users to seamlessly work with Dynamics 365 records within Teams and ensures proper synchronization between the two platforms.
NEW QUESTION # 17
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution. Determine whether the solution meets 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 configure forecasts for a clothing manufacturer.
A salesperson updates an opportunity and wants to refresh the forecast
You need to show the salesperson how to refresh the forecast.
Solution: Recalculate the forest.
Does this meet the goal?
Answer: B
Explanation:
Correct:
* Recalculate the forecast
Incorrect:
* Recalculate the opportunity.
* Update the Opportunity Forecast Category Mapping process.
Note:
Example of forecast recalculation methods
Let's understand the different methods with an example. Consider a scenario where you have a forecast with 4 quarterly periods and an annual period. Assume that you're currently in Q4. The following table shows when and how the forecast data is updated for different scenarios and periods.
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Dynamics 365 Sales, Recalculate forecasts manually
You want the forecast data to be up-to-date to make informed decisions. Forecast data is automatically recalculated at regular intervals. However, you can trigger a manual recalculation when you want to recalculate the forecast data immediately. You can also trigger a manual recalculation for past and future periods as they aren't automatically recalculated.
Recalculate and refresh forecast data manually
1. Open the forecast. Verify the Last updated timestamp on the command bar to know when the forecast was last recalculated successfully.
2. Select Recalculate data.
A notification appears at the top of the screen, confirming the recalculation. Recalculation happens in the background, and you can continue to work while recalculation is in progress.
3. After the application recalculates the forecast data, a notification appears to refresh the data. On the notification, select Refresh page.
Reference:
https://learn.microsoft.com/en-us/dynamics365/sales/keep-forecast-data-up-to-date
https://learn.microsoft.com/en-us/dynamics365/sales/forecast-recalculation-methods
NEW QUESTION # 18
A company uses Microsoft SharePoint document management in Dynamics 365 Sales to store contracts.
The company wants only the contracts team to have access to the documents. The contracts team has a custom security role.
You need to restrict privileges to secure the documents.
What should you do?
Answer: B
Explanation:
* Since the company uses Microsoft SharePoint for document storage, access to documents is controlled through SharePoint permissions rather than Dynamics 365 security roles.
* To restrict document access to only the contracts team, you should update the users list in the SharePoint site where the documents are stored. This involves configuring SharePoint permissions to ensure that only the contracts team (or a specific SharePoint group associated with them) has access to the document library where contracts are stored.
NEW QUESTION # 19
You need to configure the required audit settings.
Which two actions should you perform? Each correct answer presents part of Ihe solution. Choose two. NOTE: Each correct selection is worth one point.
Answer: B,E
Explanation:
Enable Auditing on Columns (Options A and D):
Enabling auditing on specific columns like Dietary requirements and Email address ensures that any changes to these fields are tracked. This meets Terra Flora's requirement to log changes to these fields along with details of who made the changes and the timestamp.
Enable Auditing on Pet and Contact Tables (Options B and C):
By enabling auditing at the table level for Pet and Contact, you ensure that any updates to these tables, including changes to all associated columns, are recorded. This broad setting ensures full coverage of auditing for both tables.
Enable Audit User Access (Option F):
This option is recommended to track when users access certain data, which can help with compliance and monitoring user interactions with sensitive data.
Option E (Start Read Auditing):
Read auditing tracks when records are read. If compliance requires monitoring every time a record is accessed, enabling this could be necessary; however, the primary focus is on modifications rather than access alone.
Reference from Microsoft Documentation:
For setting up auditing, see Auditing overview for Dynamics 365.
NEW QUESTION # 20
You manage a Dynamics 365 Sales environment where users can only view and edit their own records.
User2 is assisting with User1's opportunities while User1 is on vacation. User1 remains the owner of User1's opportunities.
User2 has reported that they CANNOT update User1's opportunities.
You need to diagnose the issue.
What should you do?
Answer: B
Explanation:
Correct:
* Ensure User2 is added to the Sales team.
In Dynamics 365 Sales, a user within the Sales team can update another user's opportunities, but it depends on their security roles and privileges. If a user has the necessary permissions, they can edit and update opportunities owned by other users.
Incorrect:
* Ensure the record is assigned to User2.
* Ensure the record is shared with User2.
* Ensure User2 is added to an Access team.
* Ensure User2 is added to the Owner team.
* Ensure User2 is granted the Stakeholder role.
A user with the Stakeholder role in Dynamics 365 Sales cannot directly update another user's opportunities, even if they are the owner of those opportunities. The Stakeholder role primarily defines a relationship with an opportunity (e.g., influencing it, providing expertise), not the ability to manage its core record data. To update another user's opportunities, the user would need a security role that grants write access to the Opportunity entity, and potentially also the ability to work with records owned by other users.
* Instruct User2 to follow the record.
Reference:
https://learn.microsoft.com/en-us/dynamics365/sales/security-roles-for-sales
NEW QUESTION # 21
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