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Microsoft MB-280 Microsoft Dynamics 365 Customer Experience Analyst Exam Practice Test

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Total 121 questions

Microsoft Dynamics 365 Customer Experience Analyst Questions and Answers

Question 1

The assistant to the sales leader has some questions on how delegation works when using the Dynamics 365 App for Outlook. They want to know how columns are populated when an email is tracked.

You need to explain the behavior of the tracked email messages, in particular, what is set as the owner of the tracked email from a delegated mailbox.

What should you convey?

Options:

A.

The delegate user.

B.

System (as it is promoted by server-side synchronization).

C.

The owner of the linked contact that sent the email.

D.

The primary mailbox owner.

Question 2

DRAG DROP

A company has implemented Dynamics 365 Sales Enterprise. The salespeople often travel to meet customers and require mobile-friendly solutions to various scenarios.

You need to provide a solution for the traveling salespeople.

Which apps should you recommend in each scenario? To answer, move the appropriate apps to the correct scenarios. You may use each app once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.

NOTE: Each correct match is worth one point.

Question # 2

Options:

Question 3

You are using a forecast template.

You must configure the forecast by territory.

You need to configure the forecast parameters.

Which parameter should you configure?

Options:

A.

Hierarchy table

B.

Top of hierarchy

C.

Hierarchy relationship

D.

Rollup table

Question 4

HOTSPOT

A sales manager needs to set up goals in Dynamics 365 Sales for salespeople.

The measurement of goals must be based on the total deal amount upon closing an opportunity.

The fiscal year for the goals must be based on the calendar year.

You need to create the rollup query for the goal metrics.

Which options should you select? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Question # 4

Options:

Question 5

A company manually assigns leads to salespeople.

The sales manager requires automated lead assignment rules. An administrator enables the feature. However, you are unable to access the Assignment rules area.

You need to request access from the administrator.

Which security role should you request?

Options:

A.

Sales Manager

B.

Playbook Manager

C.

Vice President of Sales

D.

Sequence Manager

Question 6

DRAG DROP

You need to configure a new Customer Insights - Journeys form to satisfy the digital sales team lead's request.

Which five required actions should you perform in sequence? To answer, move the five appropriate actions from the list of actions to the answer area. Arrange the five actions in the correct order.

Question # 6

Options:

Question 7

DRAG DROP

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 area. Arrange the four actions in the correct order.

Question # 7

Options:

Question 8

In the weeks leading up to the holiday season, the marketing department sets up a new segment-based journey.

The journey sends a marketing email to all wine enthusiasts who meet the following requirements:

1. The wine enthusiasts have a recorded wine order against their contact record.

2. The wine enthusiasts live in Europe.

You need to ensure that newly added wine enthusiasts also receive this email automatically.

How should you set up the segment?

Options:

A.

Create a segment and add a group through Behavioral data.

B.

Create a segment using refresh rate: Automatic Refresh.

C.

Create a segment and add contacts through an included members group.

D.

Create a segment and set the refresh rate to Static Snapshot.

Question 9

DRAG DROP

A company must decide whether to use push notifications or assistant cards in the Dynamics 365 Sales mobile app.

You need to recommend which functionality the company should use based on its scenarios.

Which functionalities should you recommend? To answer, move the appropriate functionalities to the correct requirements. Each functionality may be used once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.

NOTE: Each correct selection is worth one point.

Question # 9

Options:

Question 10

You have enabled Dynamics 365 App for Outlook for your sales team.

Users report that they are dissatisfied that they must track the emails manually, so you propose folder-level tracking.

You need to enable folder-level tracking in your environment in order for your users to configure the rules.

Which three actions should you perform in sequence before saving your changes? To answer, move the three appropriate actions from the list of actions to the answer area. Arrange the three actions int he correct order.

Question # 10

Options:

Question 11

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.

A company’s IT department has a .CSV file stored on one of their Shared Documents folders within their Microsoft SharePoint sites. The data from the .CSV file is ingested into Dynamics 365 Customer Insights - Data.

The file contains a row header and columns of different types, such as quantities and prices. The file also contains some rows with a high proportion of nulls.

You need to clean and transform the data in Customer Insights - Data to be ready for unification.

Solution: Transform the first row to be used as headers, and remove any special characters or spaces from header row. Remove rows with missing primary keys and name the query. Select Next and your data is now ready for unification.

Does this meet the goal?

Options:

A.

Yes

B.

NO

Question 12

DRAG DROP

You are implementing Dynamics 365 Sales for a beverage company.

The company sells drinks by individual cans, by the dozen, or by the case of 48 cans as follows:

There are three flavors: strawberry, vanilla, and chocolate.

Each can costs $5.00.

A dozen cans cost $55.00.

Each case has four dozen cans and costs $200.00.

A combination case includes a dozen cans of each flavor and costs $160.00.

Purchases of four or more cases receive an extra 10 percent off the price.

You need to set up the product catalog.

Which components should you use? To answer, move the appropriate components to the correct entry descriptions. You may use each component once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.

NOTE: Each correct selection is worth one point.

Question # 12

Options:

Question 13

A company has two departments. Each department uses only custom forms and views designed for each department. Currently, all users can view all forms and views.

The company wants to improve usability for its users.

You need to limit users to only individual department forms and views.

What should you do?

Options:

A.

Create a model-driven app for each department.

B.

Use a hierarchy security model.

C.

Use security roles.

D.

Add an area for each department within the site map

Question 14

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.

Options:

A.

Enable auditing on the Dietary requirements column.

B.

Enable auditing on the Pet table.

C.

Enable auditing on the Contact tab\e.

D.

Enable auditing on the Email address column.

E.

Enable Start read auditing in system settings.

F.

Enable Audit user access in system settings.

Question 15

You are updating the current relationship behavior of the primary owner (Contact) to pet relationship.

You need to ensure the case study requirements are met.

Which two options must be changed? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Question # 15

Options:

Question 16

Your sales team lacks important information on the Opportunity Close form.

You need to update the form.

Which out-of-the-box role must you have?

Options:

A.

Global administrator

B.

System administrator

C.

Sales manager

D.

System customizer

Question 17

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?

Options:

A.

Create a new security role in Dynamics 365 Sales.

B.

Update the users list in the SharePoint site.

C.

Update privileges in the Dynamics 365 Sales security role of the contract team.

D.

Create a new group in the SharePoint site.

Question 18

You are the Dynamics 365 Sales administrator for an electronics company.

The sales team is having difficulty locating different products in the same category - for instance; all versions of flat screen TV available.

You need to make it easier for the sales team to navigate through products via taxonomy.

What should you use?

Options:

A.

Product families

B.

Product unit groups

C.

Related products

D.

Product bundles

Question 19

DRAG DROP

You are a Dynamics 365 Sales system customizer.

Salespeople report that they cannot search for open and closed opportunities using the search tool in the Quick Find View.

You need to configure the search tool to show the open and closed opportunities in the Customize the System area.

Which three actions should you perform in sequence? To answer, move the three appropriate actions from the list of actions to the answer area. Arrange the three actions in the correct

order.

Question # 19

Options:

Question 20

You need to identify the duplicate pet records, so they can be manually merged by the carer. What must you create?

Options:

A.

Two duplicate detection jobs and two duplicate detection rules

B.

One duplicate detection job and three duplicate detection rules.

C.

Two duplicate detection jobs and three duplicate detection rules.

D.

Three duplicate detection rules only.

Question 21

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?

Options:

A.

Ensure User2 is added to an Access team.

B.

Ensure User2 is added to the Sales team.

C.

Ensure the record is assigned to User2.

D.

Ensure User2 is added to the Owner team.

Question 22

You are running Dynamics 365 Sales for a pharmaceutical company. The hospitals are set up as accounts. The nurses are set up as contacts under each hospital name.

A nurse works for HospitalA and HospitalB part time. You add the nurse as a contact for HospitalA. You realize you can add the nurse as a contact to only one hospital.

You need to ensure that the nurse is associated with both hospitals in the system.

What should you do?

Options:

A.

Create business units for HospitalA and HospitalB. Open the contact record for the nurse and assign it to a user in HospitalB.

B.

Create an access team that has the nurse as owner. Open the HospitalA account record and assign it to the new team account. Repeat this process for HospitalB.

C.

Open the HospitalB record and assign the nurse to a task activity.

D.

Open the contact record for the nurse and create a connection to HospitalB.

Question 23

The founder has edited the Salesperson security role to allow the carer to use the Corgi meet-up business process flow, as shown in the following

Question # 23

Use the drop-down menus to select the answer choice that completes each statement based on the information presented in the exhibit. NOTE: Each correct selection is worth one point.

Question # 23

Options:

Question 24

Your organization has been noticing some peculiar field changes on certain records and wants to know what is causing this. You need to audit user access and updates for several custom tables.

Which two boxes must be checked as prerequisites steps? To answer, select the appropriate check boxes in the answer area. NOTE: Each correct selection is worth one point.

Question # 24

Options:

Question 25

BDM1 logs into the Sales Hub on June 3. 2024. BDM1 opens the assistant from the navigation bar.

Which two open opportunities will BDM1 see mentioned in the close date coming soon reminder cards? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Question # 25

Options:

Question 26

You are a Dynamics 365 administrator. The sales team uses goals to track actual to target opportunity amounts.

A salesperson reviews their goals chart and observes the following:

• An opportunity updated today is not included in the chart.

• The time period for the goal is not accurate.

You need to resolve these issues.

What should you do? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Question # 26

Options:

Question 27

You are a Dynamics 365 Sales consultant for a food service company. The company caters meals for client companies.

The company wants to set up a product bundle so that the sales staff does not forget items when they create an opportunity.

The lunch bundle is created at $200.00. It will include the following.

Question # 27

You need to explain how the sales staff should manage the product bundle in the opportunity. What should they do for each scenario? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

Question # 27

Options:

Question 28

DRAG DROP

A company uses Dynamics 365 Sales to manage product lines.

You need to set up the product catalog, including the ability for sellers to apply quantity discounts.

In which order should you perform the actions? To answer, move all actions from the list of actions to the answer area and arrange them 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.

Question # 28

Options:

Question 29

BDM1 has returned from vacation and needs to catch up on their scheduled tasks and activities.

Which two items can BMD1 select to see a reminder card for the meeting BDM2 scheduled in the assistant? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Question # 29

Options:

Question 30

You need to create and start a new customer journey to send "Welcome" emails to new customers.

Which three actions should you perform in sequence before you publish the journey? To answer, move the three appropriate actions from the list of actions to the answer area. Arrange the three actions in the correct order.

Question # 30

Options:

Question 31

BDM3 is reviewing relationship analytics for several Northwind Traders opportunities.

You need to help BDM3 understand which internal and external contacts are considered contacts of interest for relationship analytics KPI calculations for the two opportunities shown in the following exhibit.

Question # 31

Use the drop-down menus to select the answer choice that completes each statement.

NOTE: Each correct selection is worth one point.

Question # 31

Options:

Question 32

You need to create a custom insight card to display tier change notifications per the global sales lead's request.

Which five actions should you perform in sequence? To answer, move the five appropriate actions from the list of actions to the answer area. Arrange the five actions in the correct order.

Question # 32

Options:

Question 33

A sales manager wants to set up goals for all salespeople. The goal measurement is based on the total outgoing calls finished each year. The goals for the fiscal year are based on a calendar year (January - December).

You need to create the rollup query for the goal metrics.

Which option should you select? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Question # 33

Options:

Question 34

You are a Dynamics 365 Sales administrator. You create a forecast by using the forecast category layout shown in the exhibit:

Question # 34

Use the drop-down menus to select the answer choice that answers each question based on the information presented in the graphic.

NOTE: Each correct selection is worth one point.

Question # 34

Options:

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Total 121 questions