Microsoft Dynamics 365 Customer Experience Analyst - MB-280 Exam Practice Test
Question 1
A company has three business units. User privileges are set to ensure that users can only see records owned by their own business units.
If a contact is needed for all business units, one contact record must be created for each business unit. A contact is considered a duplicate if the First Name, Last Name, Email or Preferred Phone, and Business Unit columns match.
You must ensure that duplicate records are NOT created for contacts.
You need to create the duplicate detection rules.
Which two filters should you configure? Each correct answer is part of the complete solution. (Choose two.) NOTE: Each correct selection is worth one point.
If a contact is needed for all business units, one contact record must be created for each business unit. A contact is considered a duplicate if the First Name, Last Name, Email or Preferred Phone, and Business Unit columns match.
You must ensure that duplicate records are NOT created for contacts.
You need to create the duplicate detection rules.
Which two filters should you configure? Each correct answer is part of the complete solution. (Choose two.) NOTE: Each correct selection is worth one point.
Correct Answer: B,C
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Question 2
An organization is using Microsoft Power Query when connecting to data sources in Dynamics 365 Customer Insights - Data.
You need to load contacts to Customer Insights - Data using Power Query.
Which is an appropriate action to take when using Power Query to ingest data?
You need to load contacts to Customer Insights - Data using Power Query.
Which is an appropriate action to take when using Power Query to ingest data?
Correct Answer: C
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Question 3
A company uses Dynamics 365 Sales. The company uses their organizational structure to determine how to aggregate forecasts for each year.
The company divides a business unit into three separate units. Each unit will have a new manager.
You need to update the quotas for each user for the current fiscal year ' s forecast.
Which two actions should you perform? Each correct answer presents part of the solution. Choose two.
NOTE: Each correct selection is worth one point.
The company divides a business unit into three separate units. Each unit will have a new manager.
You need to update the quotas for each user for the current fiscal year ' s forecast.
Which two actions should you perform? Each correct answer presents part of the solution. Choose two.
NOTE: Each correct selection is worth one point.
Correct Answer: A,E
Question 4
You are a Dynamics 365 Sales administrator. You create a forecast by using the forecast category layout shown in the exhibit:
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.
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.
Correct Answer:
Explanation:
* Renaming the Omitted Column to Cancelled:
* To rename a column in the forecast layout, such as changing Omitted to Cancelled, you should go to Layout column settings. This setting allows you to customize how columns appear in the forecast view, including renaming columns to better match your business terminology.
* Renaming within Layout column settings will directly change how this column is labeled in the user interface for clarity and consistency with business terms.
Reference: Microsoft Documentation - Configure Forecast Layout and Column Settings Deleting the Lost Column from the Forecast:
To remove a column entirely, such as the Lost column, you should adjust the Forecast configuration. This configuration setting allows you to add or remove columns from the forecast grid.
Modifying Forecast configuration affects the structural aspects of the forecast, such as which columns are included, based on what is necessary for reporting and analysis.
Reference: Microsoft Documentation - Configure and Manage Forecasts
By utilizing the Layout column settings for renaming columns and the Forecast configuration for adding or removing columns, you can tailor the forecast layout to meet specific business requirements, ensuring the forecast view is both relevant and easy for users to interpret.
Question 5
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?
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?
Correct Answer: C
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Question 6
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.
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.
Correct Answer:
Explanation:
Question 7
You use business process flows for all Dynamics 365 opportunities. Some opportunities are closed before business process flow durations are calculated. You need lo ensure that business process flow duration values are calculated.
Solution: When closing an opportunity, use the close as won dialog without completing the business process flow. Does this meet the goal?
Solution: When closing an opportunity, use the close as won dialog without completing the business process flow. Does this meet the goal?
Correct Answer: A
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Question 8
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.
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.
Correct Answer:
Explanation:
1. Create a trigger-based journey that triggers on changes to the contoso_clienttier field.
Since the " Welcome " email should be sent when an account first enters any client tier, a trigger-based journey is required. The trigger should activate when the contoso_clienttier field is updated with a value.
2. Select the frequency as a one-time journey where newly added members can start at any time.
A one-time journey with newly added members ensures that each new primary contact will enter the journey when their account first gets assigned a tier.
3. Add the journey steps.
After defining the journey type and trigger, the necessary email steps (sending the " Welcome " email) must be added before publishing.
Question 9
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, define column types to be the appropriate field types and name the query. Select Next and your data is now ready for unification.
Does this meet the goal?
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, define column types to be the appropriate field types and name the query. Select Next and your data is now ready for unification.
Does this meet the goal?
Correct Answer: A
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Question 10
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. Arrange the five actions in the correct order.
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. Arrange the five actions in the correct order.
Correct Answer:
Explanation:
