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Microsoft MB-280 Exam Syllabus Topics:

Topic	Details
Topic 1	Extend and Enhance Dynamics 365 Sales Capabilities: For Dynamics 365 Sales Professionals, this section evaluates the ability to extend Dynamics 365 Sales functionality and integrate it with other applications using Power Platform tools.
Topic 2	Implement Security and Customizations in Dynamics 365 Sales: This section addresses the implementation of security measures and customization options within Dynamics 365 Sales for Dynamics 365 Sales Professionals.
Topic 3	Implement Dynamics 365 Sales: This section focuses on the essential processes for setting up and managing Dynamics 365 Sales effectively for Dynamics 365 Sales Professionals.
Topic 4	Implement the Dynamics 365 App for Outlook: This section emphasizes the integration of Dynamics 365 with Outlook to enhance productivity and streamline sales processes for Dynamics 365 Sales Professionals.
Topic 5	Demonstrate Dynamics 365 Customer Insights Capabilities: This section focuses on leveraging customer data to drive sales strategies through Dynamics 365 Customer Insights.

Microsoft Dynamics 365 Customer Experience Analyst Sample Questions (Q50-Q55):

NEW QUESTION # 50
A large construction company uses Dynamics 365 Sales to manage their sales pipeline.
All future jobs are logged in the system as opportunities. Depending on the type of work, some opportunities close faster, and others take longer due to dependency on the third-party vendors.
The sales team does NOT currently use the "On hold" option, as it does NOT provide enough details.
When working with open opportunities, the sales manager wants to know whether opportunities are pending permits or require asbestos removal. You need to ensure that a salesperson can only select the "Pending Permits" or "Asbestos Removal" option when working with their opportunities to indicate the deal is taking longer.
What should you do?

A. Edit the statuscode column: add "Pending Permits" to the "Open" status reason values, and rename "On hold" to "Asbestos Removal. "
B. Edit the statuscode column: add "Asbestos Removal" and "Pending Permits" status values to the
"Open" status reasons.
C. Edit the statecode column: rename the "Open" status value to "Asbestos Removal" and add a new "Pending Permits" status value.
D. Edit the statecode column: rename the "On hold" status to "Asbestos Removal" and add a new
"Pending Permits" status value.

Answer: B

Explanation:
Statuscode in Dynamics 365 Sales refers to the reason or sub-status of the current state (like Open, Closed, etc.). The best approach is to add new values to the "Open" status reason (statuscode), such as "Pending Permits" and "Asbestos Removal," which gives the salesperson more granular detail about why the opportunity is taking longer without changing the core workflow of the sales process.
Statecode controls the overall state (e.g., Open, Won, Lost) and is not suitable for such detailed tracking. Renaming or adding values to the statecode column (as suggested in other options) would not provide the desired level of detail, as the statecode should stay consistent with the standard open/ closed statuses.

NEW QUESTION # 51
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?

A. Create a new group in the SharePoint site.
B. Update privileges in the Dynamics 365 Sales security role of the contract team.
C. Update the users list in the SharePoint site.
D. Create a new security role in Dynamics 365 Sales.

Answer: C

Explanation:
To restrict access to documents stored in SharePoint for the contracts team, you should update the users list in the SharePoint site. By managing permissions directly within SharePoint, you can ensure that only members of the contracts team have access to the documents related to contracts.
This approach allows for more granular control over who can view or edit the documents.

NEW QUESTION # 52
Case Study 2 - Terra 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 Flora with their customizations, resolve issues, and advise on best designs to meet their requirements.
Configurations
Overall configurations
To better understand their four-legged customers, Terra Flora has created a custom Pet table, which is user-owned and related 1-n with the Contact table, which represents the pets' primary owner.
The Pet 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 and Type columns, as well as the current stage on the Onboard new pet business process flow.
Name
Pet table icon
A custom image .svg file has been created for the Pet table.
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:
- Tasks carers completed or should do.
- E-mails exchanged with pet's owner (customer).
- A record of phone calls.
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 is being used.
Attachments are enabled for the Pet table, including notes and files. But users should NOT see posts in the pet's activity timeline.
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.
Marketing
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).
2. Notes (including Word documents exports of PDFs uploaded as attachments).
3. Single or multiple lines of text columns on any standard table (including lead, contact and opportunity at minimum).
4. On the Pet table in either the Description or in the Breed columns.
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 Pet table 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
Duplicate records
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 records themselves.
Contact
These Contact records used the name of the pet in the Last Name column and the owner's address in the first set of Address columns.
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.
2. The current and previous values of the columns.
3. The time and date of the changes.
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
2. registering more Corgis for the upcoming gala.
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.
You need to configure search to ensure the administrators can find all records which reference Corgis.
Which action must you perform?

A. For all relevant tables, ensure that the Can enable sync to external search index setting is False.
B. Within the solution, ensure all relevant tables are indexed.
C. Within system settings, select up to 10 relevant tables.
D. Add columns to be searched to the Lookup view for each relevant table.

Answer: C

Explanation:
To ensure administrators can search for all records that reference Corgis across different tables, configuring the search is required. Dynamics 365 allows system administrators to select up to 10 relevant tables within the system settings to enable global search across those tables. This ensures that records such as contacts, opportunities, and custom entities (like Pet) that reference
"Corgis" can be found during a search.
Options such as enabling sync to external search indexes and lookup view configuration won't address the global search scenario as effectively as selecting relevant tables in the system settings.

NEW QUESTION # 53
Your organization introduced a new loyalty solution that exposes the loyalty profile and related point transactions in an Azure SQL Database.
You need to ensure the new loyalty data is imported from the Azure SQL Database into Dynamics 365 Customer Insights - Data and refreshed incrementally.
Which five actions should you perform in sequence within Customer Insights - Data before selecting Save to complete the creation? To answer, move the five appropriate actions from the list of actions to the answer are a. Arrange the five actions in the correct order.

Answer:

Explanation:

NEW QUESTION # 54
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.

A. Enable auditing on the Dietary requirements column.
B. Enable Audit user access in system settings.
C. Enable auditing on the Email address column.
D. Enable auditing on the Pet table.
E. Enable auditing on the Contact tabe.
F. Enable Start read auditing in system settings.

Answer: A,D

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 # 55
......

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Microsoft Dynamics 365 Customer Experience Analyst Sample Questions (Q50-Q55):

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