Microsoft · MB-280
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Hotspot
HOTSPOT You use opportunities in Dynamics 365 Sales. Opportunities that were closed as lost frequently come back and are eventually won. You need to be able to track these occurrences and have insight into the process. What happens during the reopen and close process? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.  Reveal answer details Close answer details
Drag & drop
DRAG DROP You are implementing a new Dynamics 365 Customer Insights - Data environment for your organization. You complete ingesting the data you need to unify and navigate to the correct page in the Customer Insights - Data application to begin the unification process. You need to complete the first part of the unification process following best practices. Which five actions should you perform in sequence? To answer, move the five appropriate actions from the list of actions to the answer area.  Reveal answer details Close answer details
Hotspot
HOTSPOT You are configuring Dynamics 365 Sales as part of a new implementation at your organization. Your Your organization sells over 100 different types of products across different divisions. A lot of selling occurs at conferences where sellers meet prospects and gather business cards to create leads. After reviewing the requirements from your business stakeholders, you identify that: 1. Sellers sometimes only want to convert leads gathered at events to contacts before they start tracking any deals with that contact. 2. Sellers must be given multiple different options for specifying the final status of deals they have been tracking. Your current System Settings is as follows:  Use the drop-down menus to select the answer choice that answers each question. NOTE: Each correct selection is worth one point.  Reveal answer details Close answer details Explanation Requirement #1 The requirement specifies that sellers want to convert leads gathered at events directly to contacts without The Quality lead experience setting in Dynamics 365 allows users to choose which records (Account, Contact, or Opportunity) to create when qualifying a lead. By enabling this option, users can convert leads to contacts without automatically creating opportunities, aligning with the requirement. References: Case study Case Study 2Contoso Ltd.Background information Contoso Ltd. has started a new division that provides janitorial services to businesses. The sales teams for this division are using a dedicated instance of Dynamics 365 Sales. Contoso Ltd.'s sellers are becoming accustomed to Copilot in Sales and Sales Insights features. They System configuration The base currency for all opportunities in the system is US dollars (USD). The administrator has NOT Only three default insights cards are turned on: 1 Close date coming soon The system administrator has set the following days before notifying me value for the Close date coming soon card to 21 days. Contoso Ltd. has also just set up Dynamics 365 Customer Insights - Journeys for marketing automation. Copilot in Dynamics 365 Sales settings The following screenshots show the configured fields for opportunity settings summaries and recent changes in Copilot. Business development managers Contoso Ltd. has 30 business development managers (BDMs) across its sales teams. Each BDM is responsible for selling janitorial services to new and existing clients. All BDMs are assigned the sales manager security role in Dynamics 365 Sales. The BDMs have been told to document all client communications in Dynamics 365, but they frequently exchange emails with client contacts through Microsoft Exchange WITHOUT tracking them in Dynamics Digital sales team Contoso Ltd. has a digital sales team that comprises 10 junior sales resources who focus on lead qualification and conversion to opportunities. Members of this team are assigned a single custom security role named Digital seller that is a copy of the standard Salesperson role. View audit history and view audit summary permissions are disabled. The team currently receives leads from an online form on Contoso Ltd.'s website. Many online lead submissions end up being duplicates, and the team manually reconciles the duplicates by comparing last name, email address, and phone number for all submitted leads. Clients Contoso Ltd. has a digital sales team that comprises 10 junior sales resources who focus on lead qualification and conversion to opportunities. Members of this team are assigned a single custom security role named Digital seller that is a copy of the standard Salesperson role. View audit history and view audit summary permissions are disabled. The teamcurrently receives leads from an online form on Contoso Ltd.'s website. Many online lead submissions end up being duplicates, and the team manually reconciles the duplicates by comparing last name, email address, and phone number for all submitted leads. Client tiers Clients are grouped into tiers based on annual revenue as calculated in a system outside Dynamics 365 Annual revenue values for accounts and corresponding tier values are written to Dynamics 365 through a nightly batch process. Client tier values are only updated when they change, and tier value will always be blank for accounts with no calculated annual revenue. The tier structure is: 1. Tier A - annual revenue greater than or equal to $10,000,000 USD The tier label is stored in a custom text field named Client tier(contoso_dienttiei) that contains only a single letter or is blank. Northwind Traders account There are three BDMs who frequently work together on large opportunities. 1. BDM1 is the account owner for Northwind Traders, a multinational client. Client Contact1is the primary contact for the Northwind Traders' account. There are two other client contacts with whom the Northwind account team regularly engages - Client Contacts and Client Contact3. BDM1 and the Northwind Traders account BDM1 has been on vacation for two weeks. During vacation, BDM1 did NOT log into Dynamics 365, and BDM2 made the following updates to several open Northwind Traders opportunities.  BMD2 also scheduled an internal meeting with BMD1 for the day they return to discuss a request from the primary contact for the account The meeting has the "London office' opportunity as its regarding value. Desired enhancements The global sales lead requests the following enhancements: 1. A "Welcome' email should be sent to the primary contact (or an account when the account first enters any client tier. This email should only be sent to the primary contact once. The email should include a link to a custom onboarding form where the contact can supply information required to start the janitorial services for a given location. If the contact does NOT click any links in the email, a follow-up email should be sent All emails between BDMs and client contacts should be available for relationship analytics KPIs. Emails sent by other users outside of Dynamics 365 should NOT be included in the KPIs. The digital sales team lead requests the following enhancements: 1. The ability for team members to use Copilot to summarize changes to lead records.
Testlet 2
Multiple choice
You need to update the role configuration for the digital sales team to enable the capability requested. What two actions should you perform? Each correct answer presents part of the solution. Choose two. NOTE: Each correctselection is worth one point. Reveal answer details Close answer detailsCorrect answersB, C Explanation To enable the digital sales team's request to use Copilot for summarizing changes to lead records, you need to ensure that they have the necessary permissions and access to the required features. Here's how to proceed: Assign the Sales Copilot User Role: Dynamics 365 Copilot in Sales is a feature that assists users by providing insights and summaries based on data within the system. Case study Case Study 1Terra Flora Background information Terra Flora, Incorporated is a boutique pet hotel that has been in business for six (6) months. The hotel guests include both dogs and cats. The founder created the Dynamics 365 Sales Professional environment to grow their network and pipeline. They started out using out-of-the-box capabilities only and using the Sales Professional app only. Only one environment (production) is in use. The pet hotel is gaining in popularity and the number of bookings is growing. The founder has shifted their focus to customizing their environment to record the information they need to delight their customers by tailoring the experience to their unique pets. Terra Flora has recently hired a part-time carer for the resident pets. The carer has been granted the Salesperson security role to allow them to record new leads and update customer information. You are a Dynamics 365 Customer Experience consultant who has been hired to assist Terra Nova with their customizations, resolve issues, and advise on best designs to meet their requirements. Overall configurations To better understand their four-legged customers, Terra Flora has created a custom Portable, which is userowned and related 1 -n with the Contact table, which represents the pets' primary owner. The Per table has been added to the Sales Professional app sitemap. The table has the following columns, each created WITHOUT making any changes to the advanced options.  A pet sub-grid has been added to the Contact main form, using the Active Pets view. Additionally, Read, Write, and Update, Append, Append To, and Assign access to the Pet table has been added to the Salesperson security role. "Onboard new pet" business process flow The founder is creating a business process flow named Onboard new pet to ensure that appropriate information is recorded for all new pets, starting with ensuring the correct litter choices are selected for cats who will be staying at Terra Flora. When the Onboard new pet business process flow is done, the founder wants to have access to a view that will display all active pets including the Name and Type columns, as well as the current stage on the Onboard new pet business process flow. Pet table icon A custom image svg file has been created for the Portable. Terra Flora wants to ensure this image is displayed alongside the pet page within the app. Related Pet table activities Terra Flora wants carers to be able to see their pets' activity history, as well as add new activities related to their pets. They want the following information to appear on their pets' timeline: Other types of activities should NOT appear to users on the Pets forms. The founder edited the Pet table advanced setting to enable associating Pet records with activities. The founder also added Pet table to the app sitemap that i being used. Attachments are enabled for the tfeftable, including notes and files. But users should NOT see posts in the Post configuration is NOT enabled for the Pet table. Logs Auditing, log access, and read logs have been enabled in the production environment Auditing has started on the Terra Flora environment and has been enabled for common entities. Breed galas To celebrate their upcoming first year in operation, the founder is planning a series of breed galas. The series begins with a Corgi dog breed meet-up gala. The breed of an owner's pet may be mentioned in many places within the system, including: 1. Emails (subject or body) Additionally, the breed may be referenced in several ways including singular, multiple, shorthand (for example: corgi, corgis, or corgs), and may have been misspelled. Corgi meet-up gala The carer needs to be assigned ownership of several Contact records (representing customers that own Corgis) that live nearby so that event flyers can be delivered personally. When the carer is delivering flyers, they need to quickly check the owner and related pet information on their phone. When the Contact records are assigned to carer, any pets that are related to these contacts via the primary owner relationship should also be assigned to the carer. The founder has created a business process flow on the Portable named Corgi meet-up to allow Corgis to be registered as attending the gala. This business process flow is second in the default order on the Pet table. If the carer has a conversation with the owners, the carer is required to add notes to the timeline and complete the first stage of the business process flow. Issues Before the creation of the Pet table, information regarding pets was either added to the owner's Contact record in the form of notes or created as Contact records themselves. When these pet Contact records are identified, they are deactivated. No duplicate detection rules have been published and duplicate pet records are currently present across both the Contact and Pet tables. Auditing When a pet's dietary requirements or a Contact's email address is updated, Terra Flora requires the following information to be logged: 1. The user who made the change. Terra Flora also needs to track any exports of records to Microsoft Excel within the compliance center. Relationship behavior Recently, a pet owner informed Terra Flora that their pet cat has been rehomed. After receiving this information, the carer deleted the owner's Contact record from the system, which in turn deleted the Pet record. Shortly after, the new pet owner contacted Terra Flora to book their cat for a stay and was frustrated that Terra Flora had NOT retained a record of their cat's dietary requirements or any of the previous carer notes about the cat. In such situations. Terra Flora now requires that the owner's Contact record should NOT be allowed to be deleted if any Pet records are related to it via the primary owner look-up column. Users should be required to update the look-up column to new owner's Contact record or remove the current value first before they can delete the Pet record. If the new owner's Contact record is selected on a pet any active bookings against the pet should also be updated to the new owner, but previous inactive bookings should NOT be updated. Business process flows and the Corgi meet-up gala The founder has recently made an update to the Onboard new pet business flow but now CANNOT activate it. For the Corgi gala, the founder has asked the carer for help in: 1. completing the registrations that the founder started, and When the carer creates new pet records, the carer is UNABLE to see the Corgi meet-up business process flow. Currently, when the carer checks the owner's record on their phone, the related pet information is difficult to view as they must scroll down to review the information.
Testlet 1
Single choice
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? Reveal answer details Close answer detailsCorrect answerA
Single choice
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? Reveal answer details Close answer detailsCorrect answerD Explanation When an email is tracked in Dynamics 365 from a delegated mailbox, the primary mailbox owner is set as the owner of the tracked email. This means that if an assistant sends or tracks an email on behalf of another user, the email's ownership will reflect the primary mailbox owner rather than the delegate. This behavior ensures that activities are correctly associated with the user who owns the mailbox, aligning with the ownership structure in Dynamics 365.
Single choice
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? Reveal answer details Close answer detailsCorrect answerA
Single choice
A company uses Microsoft SharePoint document management in Dynamics 365 Sales to store contracts. You need to restrict privileges to secure the documents. What should you do? Reveal answer details Close answer detailsCorrect answerB 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 shouldupdate 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. References: Case study Case Study 2Contoso Ltd.Background information Contoso Ltd. has started a new division that provides janitorial services to businesses. The sales teams for this division are using a dedicated instance of Dynamics 365 Sales. Contoso Ltd.'s sellers are becoming accustomed to Copilot in Sales and Sales Insights features. They System configuration The base currency for all opportunities in the system is US dollars (USD). The administrator has NOT Only three default insights cards are turned on: 1 Close date coming soon The system administrator has set the following days before notifying me value for the Close date coming soon card to 21 days. Contoso Ltd. has also just set up Dynamics 365 Customer Insights - Journeys for marketing automation. Copilot in Dynamics 365 Sales settings The following screenshots show the configured fields for opportunity settings summaries and recent changes in Copilot. Business development managers Contoso Ltd. has 30 business development managers (BDMs) across its sales teams. Each BDM is responsible for selling janitorial services to new and existing clients. All BDMs are assigned the sales manager security role in Dynamics 365 Sales. The BDMs have been told to document all client communications in Dynamics 365, but they frequently exchange emails with client contacts through Microsoft Exchange WITHOUT tracking them in Dynamics Digital sales team Contoso Ltd. has a digital sales team that comprises 10 junior sales resources who focus on lead qualification and conversion to opportunities. Members of this team are assigned a single custom security role named Digital seller that is a copy of the standard Salesperson role. View audit history and view audit summary permissions are disabled. The team currently receives leads from an online form on Contoso Ltd.'s website. Many online lead submissions end up being duplicates, and the team manually reconciles the duplicates by comparing last name, email address, and phone number for all submitted leads. Clients Contoso Ltd. has a digital sales team that comprises 10 junior sales resources who focus on lead qualification and conversion to opportunities. Members of this team are assigned a single custom security role named Digital seller that is a copy of the standard Salesperson role. View audit history and view audit summary permissions are disabled. The teamcurrently receives leads from an online form on Contoso Ltd.'s website. Many online lead submissions end up being duplicates, and the team manually reconciles the duplicates by comparing last name, email address, and phone number for all submitted leads. Client tiers Clients are grouped into tiers based on annual revenue as calculated in a system outside Dynamics 365 Annual revenue values for accounts and corresponding tier values are written to Dynamics 365 through a nightly batch process. Client tier values are only updated when they change, and tier value will always be blank for accounts with no calculated annual revenue. The tier structure is: 1. Tier A - annual revenue greater than or equal to $10,000,000 USD The tier label is stored in a custom text field named Client tier(contoso_dienttiei) that contains only a single letter or is blank. Northwind Traders account There are three BDMs who frequently work together on large opportunities. 1. BDM1 is the account owner for Northwind Traders, a multinational client. Client Contact1is the primary contact for the Northwind Traders' account. There are two other client contacts with whom the Northwind account team regularly engages - Client Contacts and Client Contact3. BDM1 and the Northwind Traders account BDM1 has been on vacation for two weeks. During vacation, BDM1 did NOT log into Dynamics 365, and BDM2 made the following updates to several open Northwind Traders opportunities. BMD2 also scheduled an internal meeting with BMD1 for the day they return to discuss a request from the primary contact for the account The meeting has the "London office' opportunity as its regarding value. Desired enhancements The global sales lead requests the following enhancements: 1. A "Welcome' email should be sent to the primary contact (or an account when the account first enters any client tier. This email should only be sent to the primary contact once. The email should include a link to a custom onboarding form where the contact can supply information required to start the janitorial services for a given location. If the contact does NOT click any links in the email, a follow-up email should be sent All emails between BDMs and client contacts should be available for relationship analytics KPIs. Emails sent by other users outside of Dynamics 365 should NOT be included in the KPIs. The digital sales team lead requests the following enhancements: 1. The ability for team members to use Copilot to summarize changes to lead records.
Testlet 2
Drag & drop
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.  Reveal answer details Close answer details Explanation Here's the correct sequence to configure a new Customer Insights - Journeys form to handle lead duplicates automatically, as per the requirements: Create a new form: Start by creating a new form within Customer Insights - Journeys. This is the initial step to set up a form that will capture new leads. Select a form template: Choose a template that best fits the purpose of the form. This provides a structure for the form fields and layout, streamlining the setup process. Set the form target audience to leads: Since the form will be capturing lead information, specify that the form's target audience is "leads." This will ensure that the data is processed and stored as lead records. Set the form duplicate records strategy to the audience default strategy: Define how duplicate records are managed. First, apply the default duplicate record strategy for leads. This sets an initial strategy for managing duplicates. Publish the form: After completing the setup and configuring the necessary options, publish the form to make it available for use. The Create a custom matching strategy and Set the form duplicate records strategy to the custom form matching strategy steps are optional and can be used for further refinement if the default strategy does not meet specific requirements for matching leads based on certain criteria. By following these steps, you ensure the form is configured for capturing leads and manages duplicates effectively based on the default duplicate record strategy. References:
Single choice
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? Reveal answer details Close answer detailsCorrect answerA 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." References: Case study Case Study 1Terra Flora Background information Terra Flora, Incorporated is a boutique pet hotel that has been in business for six (6) months. The hotel guests include both dogs and cats. The founder created the Dynamics 365 Sales Professional environment to grow their network and pipeline. They started out using out-of-the-box capabilities only and using the Sales Professional app only. Only one environment (production) is in use. The pet hotel is gaining in popularity and the number of bookings is growing. The founder has shifted their focus to customizing their environment to record the information they need to delight their customers by tailoring the experience to their unique pets. Terra Flora has recently hired a part-time carer for the resident pets. The carer has been granted the Salesperson security role to allow them to record new leads and update customer information. You are a Dynamics 365 Customer Experience consultant who has been hired to assist Terra Nova with their customizations, resolve issues, and advise on best designs to meet their requirements. Overall configurations To better understand their four-legged customers, Terra Flora has created a custom Portable, which is userowned and related 1 -n with the Contact table, which represents the pets' primary owner. The Per table has been added to the Sales Professional app sitemap. The table has the following columns, each created WITHOUT making any changes to the advanced options. A pet sub-grid has been added to the Contact main form, using the Active Pets view. Additionally, Read, Write, and Update, Append, Append To, and Assign access to the Pet table has been added to the Salesperson security role. "Onboard new pet" business process flow The founder is creating a business process flow named Onboard new pet to ensure that appropriate information is recorded for all new pets, starting with ensuring the correct litter choices are selected for cats who will be staying at Terra Flora. When the Onboard new pet business process flow is done, the founder wants to have access to a view that will display all active pets including the Name and Type columns, as well as the current stage on the Onboard new pet business process flow. Pet table icon A custom image svg file has been created for the Portable. Terra Flora wants to ensure this image is displayed alongside the pet page within the app. Related Pet table activities Terra Flora wants carers to be able to see their pets' activity history, as well as add new activities related to their pets. They want the following information to appear on their pets' timeline: Other types of activities should NOT appear to users on the Pets forms. The founder edited the Pet table advanced setting to enable associating Pet records with activities. The founder also added Pet table to the app sitemap that i being used. Attachments are enabled for the tfeftable, including notes and files. But users should NOT see posts in the Post configuration is NOT enabled for the Pet table. Logs Auditing, log access, and read logs have been enabled in the production environment Auditing has started on the Terra Flora environment and has been enabled for common entities. Breed galas To celebrate their upcoming first year in operation, the founder is planning a series of breed galas. The series begins with a Corgi dog breed meet-up gala. The breed of an owner's pet may be mentioned in many places within the system, including: 1. Emails (subject or body) Additionally, the breed may be referenced in several ways including singular, multiple, shorthand (for example: corgi, corgis, or corgs), and may have been misspelled. Corgi meet-up gala The carer needs to be assigned ownership of several Contact records (representing customers that own Corgis) that live nearby so that event flyers can be delivered personally. When the carer is delivering flyers, they need to quickly check the owner and related pet information on their phone. When the Contact records are assigned to carer, any pets that are related to these contacts via the primary owner relationship should also be assigned to the carer. The founder has created a business process flow on the Portable named Corgi meet-up to allow Corgis to be registered as attending the gala. This business process flow is second in the default order on the Pet table. If the carer has a conversation with the owners, the carer is required to add notes to the timeline and complete the first stage of the business process flow. Issues Before the creation of the Pet table, information regarding pets was either added to the owner's Contact record in the form of notes or created as Contact records themselves. When these pet Contact records are identified, they are deactivated. No duplicate detection rules have been published and duplicate pet records are currently present across both the Contact and Pet tables. Auditing When a pet's dietary requirements or a Contact's email address is updated, Terra Flora requires the following information to be logged: 1. The user who made the change. Terra Flora also needs to track any exports of records to Microsoft Excel within the compliance center. Relationship behavior Recently, a pet owner informed Terra Flora that their pet cat has been rehomed. After receiving this information, the carer deleted the owner's Contact record from the system, which in turn deleted the Pet record. Shortly after, the new pet owner contacted Terra Flora to book their cat for a stay and was frustrated that Terra Flora had NOT retained a record of their cat's dietary requirements or any of the previous carer notes about the cat. In such situations. Terra Flora now requires that the owner's Contact record should NOT be allowed to be deleted if any Pet records are related to it via the primary owner look-up column. Users should be required to update the look-up column to new owner's Contact record or remove the current value first before they can delete the Pet record. If the new owner's Contact record is selected on a pet any active bookings against the pet should also be updated to the new owner, but previous inactive bookings should NOT be updated. Business process flows and the Corgi meet-up gala The founder has recently made an update to the Onboard new pet business flow but now CANNOT activate it. For the Corgi gala, the founder has asked the carer for help in: 1. completing the registrations that the founder started, and When the carer creates new pet records, the carer is UNABLE to see the Corgi meet-up business process flow. Currently, when the carer checks the owner's record on their phone, the related pet information is difficult to view as they must scroll down to review the information.
Testlet 1
Single choice
You need to satisfy the founder's requirements for displaying the custom image within the app. Where should you upload the image? Reveal answer details Close answer detailsCorrect answerD
Hotspot
HOTSPOT A company sells telephones. The company has a list of telephone colors that customers can choose. For one month, the company wants to sell a red phone at a special price. You need to set up the red phone for the sales team. How should you configure the product and price list items? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.  Reveal answer details Close answer details
Single choice
A company plans to use server-side synchronization to synchronize emails, tasks, and appointments between Microsoft Exchange and Dynamics 365 Sales. The salespeople want to know when their emails will be synced. You need to describe the server-side synchronization frequency for the salespeople. How should you describe the frequency? Reveal answer details Close answer detailsCorrect answerC Explanation Server-side synchronization typically syncs at equal intervals , which can be configured in Dynamics 365. The synchronization frequency can be adjusted by the administrator but operates at consistent, regular intervals by default. References:
Hotspot
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.  Reveal answer details Close answer details
Single choice
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? Reveal answer details Close answer detailsCorrect answerB
Hotspot
HOTSPOT 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 - 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.  Reveal answer details Close answer details Explanation Date Field - Actual End: The Actual End date field is typically used to mark when an activity, such as an outgoing call, is completed. This setting will align with the requirement to track activities finished within a specific time frame (January - References:
Drag & drop
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.  Reveal answer details Close answer details
Multiple choice
Your company wants to enable Al features in their systems and use Copilot for Sales to connect to Dynamics 365 Sales data. You need to ensure that all eligible users have access. Which three actions should you perform? (Choose three.) Reveal answer details Close answer detailsCorrect answersB, D, E Explanation Enable Copilot for Sales in Dynamics 365: To make Copilot features available, you must enable Copilot for Sales within Dynamics 365 . This involves setting up the environment so that Copilot can access and utilize the sales data effectively. |