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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Create and Configure Segments and Measures | 25-30% | - Create and configure customer segments
|
| Topic 2: Configure Customer Data Privacy Settings and Establish Data Policies | 20-25% | - Configure data policies
|
| Topic 3: Configure Data Ingestion | 20-25% | - Manage data transformations
|
| Topic 4: Configure Insights and Customer Card | 10-15% | - Configure customer insights card
|
| Topic 5: Manage Overlapping Identities and Unify Customer Profiles | 15-20% | - Manage unified profiles
|
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질문 # 79
A company manufactures widgets. Widgets can be sold in the following ways:
The company discovers that customers want to buy widgets individually.
You need to add a unit named Each.
What should you do?
정답：D
설명：
In Dynamics 365 Sales, unit groups define how products are sold in different quantities. The base unit is the smallest unit of measure in a unit group. Since customers now want to buy widgets individually, the smallest unit (Each) should be set as the base unit for all other units (Box, Case, and Pallet).
질문 # 80
Drag and Drop Question
Your organization believes sales representatives can gain a lot of value from generative AI support in their daily tasks.
A group of early adopters has been identified and grouped into an Entra user group named "AI Early Adopters." You need to install Copilot for Sales in Microsoft Outlook in order to deploy it to this group.
Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area. Arrange the three actions in the correct order.
정답：
설명：
Explanation:
Reference:
https://learn.microsoft.com/en-us/microsoft-sales-copilot/install-viva-sales-as-an-integrated-app
질문 # 81
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: Update the Opportunity Forecast Category Mapping process.
Does this meet the goal?
정답：A
설명：
Correct:
* Recalculate the forecast
Incorrect:
* Recalculate the opportunity.
* Update the Opportunity Forecast Category Mapping process.
Open the Opportunity Forecast Category Mapping Process workflow. You can customize or deactivate the workflow according to your organization ' s requirements.
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.
--
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
https://learn.microsoft.com/en-us/dynamics365/sales/configure-forecast
질문 # 82
You are designing the user experience for sales users at your organization for a variety of tasks.
One of the user experience requirements is for sales users to be able to see information from custom attributes created for originating leads for opportunities WITHOUT having to navigate to the Lead record.
You are already signed in to the correct editing application and you now need to configure the user experience in Dynamics 365 Sales to enable this.
Which five actions should you perform in sequence before saving and publishing your changes? To answer, move the five appropriate actions from the list of actions to the answer area. Arrange the five actions in the correct order.
NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select
정답：
설명：
Explanation:
The correct order of actions to enable sales users to view information from custom attributes on leads directly within opportunity records, without navigating to the lead record, is as follows:
* Select Tables > Lead.
* In the Forms area, create a quick view form with the required columns.
* Select Tables > Opportunity.
* In the Forms area, select the main form you wish to update.
* Add the quick view form as a component.
Step by Step Comprehensive Detailed Explanation with ALL Microsoft Dynamics 365 References:
* Select Tables > Lead:
* Begin by selecting the Lead table, as the attributes that need to be displayed in the Opportunity form originate from the Lead record. This step ensures that you are working with the correct table that holds the data you need.
Reference: Microsoft Documentation - Access and Customize Tables in Dynamics 365 In the Forms Area, Create a Quick View Form with the Required Columns:
Within the Lead table, go to the Forms section and create a Quick View form. The Quick View form will be designed to include the necessary custom attributes from the Lead table.
This step is crucial as the Quick View form will later be embedded in the Opportunity form to provide context about the originating lead.
Reference: Microsoft Documentation - Create Quick View Forms
Select Tables > Opportunity:
After configuring the Quick View form in the Lead table, navigate to the Opportunity table where you will embed this Quick View form.
In the Forms Area, Select the Main Form You Wish to Update:
Within the Opportunity table, go to the Forms area, and select the Main Form that sales users will use. This is where you will add the Quick View form created from the Lead table.
Reference: Microsoft Documentation - Customize Main Forms in Dynamics 365 Add the Quick View Form as a Component:
Finally, add the previously created Quick View form as a component on the Opportunity Main Form. This will enable the embedded display of lead information, allowing users to view lead data directly within the Opportunity form.
Once added, save and publish the form to make the changes effective.
Reference: Microsoft Documentation - Add Quick View Forms to Other Forms By following these steps, sales users can access lead information within the Opportunity form itself, streamlining their workflow by removing the need to navigate to the Lead record.
New
질문 # 83
You need to enable the Dynamics 365 App for Outlook for the sales team.
You need to perform the prerequisite actions before you can add the app for all users.
Which two actions should you perform? Each correct answer presents part of the solution. Choose two.
NOTE: Each correct selection is worth one point.
정답：A,B
설명：
* Enable Mailboxes:
To use the Dynamics 365 App for Outlook, each user's mailbox must be enabled for server-side synchronization. This ensures that emails, appointments, and tasks can sync between Outlook and Dynamics 365.
Without enabling the mailboxes, the synchronization won't be functional, making it a critical prerequisite.
Reference:
* Add the Dynamics 365 App for Outlook Security Role:
Users need to be assigned the Dynamics 365 App for Outlook security role to access the app. This role grants the necessary permissions to interact with Dynamics 365 through Outlook.
Assigning this role ensures that users have the correct access rights to use the app within their Outlook environment.
질문 # 84
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