MB-280: Microsoft Dynamics 365 Customer Experience AnalystDemo

A company uses Dynamics 365 Sales Professional.

A new enterprise sales owner team needs to be created. The sales manager will be responsible for adding and removing team members, with a developer available to help.

You need to create the new team.

Which two values must be configured? Each correct answer represents part of the solution.

> NOTE: Each correct selection is worth one point.

Your organization has customized Dynamics 365 Sales so that sales users can create account plans for existing accounts. The Account table has a one-to-many relationship with the Custom Account Plan table.

To comply with privacy laws, the organization must delete inactive account records after two (2) years.

Some account managers observed that deleting accounts also deletes their linked account plans. They want to retain those account plans for reference.

You need to ensure that account plans are not deleted when their accounts are deleted.

Which behavior should be configured for the delete action in the relationship between accounts and account plans?

You are using Dynamics 365 Sales for a pharmaceutical company. Hospitals are configured as accounts, and nurses are configured as contacts under each hospital name.

A nurse works part time for HospitalA and HospitalB. You add the nurse as a contact for HospitalA, then realize that a contact can be added to only one hospital.

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

What should you do?

A company uses Dynamics 365 Sales. The company relies on its organizational structure to determine how forecasts are aggregated for each year.

The company splits a business unit into three separate units. Each unit will have a new manager.

You need to update each user’s quotas for the current fiscal year’s forecast.

Which two actions should you perform? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

You must ensure that a user named User1 can assign salespeople to sales territories. The solution must follow the principle of least privilege.

Which security role should be assigned to User1?

You are a Dynamics 365 administrator. The sales team uses goals to compare actual opportunity amounts with targets.

A salesperson reviews a goals chart and notices the following:

• An opportunity updated today does not appear in the chart.
• The goal’s time period is inaccurate.

You need to resolve these issues. What should you do?

An organization uses Microsoft Power Query to connect to data sources in Dynamics 365 Customer Insights - Data.

You need to load contacts into Customer Insights - Data by using Power Query.

Which action is appropriate when using Power Query to ingest data?

A company generates leads through a webform. Salespeople manage leads by country/region, and all sellers belong to the same Dynamics 365 Sales team.

The sales manager requires the following functionality:

• Automate lead assignment.
• Ensure that each seller never has more than 20 open leads.

You create a country/region attribute for the process. To simplify the process, you plan to use segments wherever possible.

You need to create a lead-assignment rule for each country/region. Which configurations should you use?

Your organization believes that sales representatives can obtain substantial value from generative AI assistance in their daily work.

A group of early adopters has been identified and placed in an Entra user group named “AI Early Adopters.”

You must install Copilot for Sales in Microsoft Outlook so that it can be deployed to this group.

Which three actions should be completed in sequence? Arrange the appropriate actions in the correct order.

A sales manager must configure Dynamics 365 Sales goals for salespeople.

Goal measurement must use the total deal amount when an opportunity closes.

The goals’ fiscal year must follow the calendar year.

Create the rollup query for the goal metrics.

Both your sales and marketing teams use Dynamics 365 applications to run campaigns with customers.

Leadership has requested that sales and marketing campaigns have parent campaigns applied, so that the combined success of sales and marketing efforts can be measured along with the success of each division. They want the campaign hierarchy to be clear to users, enabling them to see a “Parent Campaign” relationship. Any actions performed on parent records must automatically be performed on child records.

You need to update table relationships to meet the requirements with the minimum number of configuration steps.

What should you configure?

Solution: You enable column security for "Salesperson Commission" and "Commission Rate %" in the Opportunity table. You then create column security profiles for the sales representative and sales manager, add the appropriate users to each, and assign suitable field permissions.

Does this achieve the goal?

Solution: You modify the column-level auditing settings for the Salesperson Commission and Commission Rate % columns on the Opportunity table.

Does this achieve the goal?

Solution: A business rule is implemented to hide the commission fields from users who do NOT have the Sales Manager role.

Does this meet the goal?

Solution: You create role-based security roles to limit sales representatives’ access to the Opportunity table.

Does this meet the goal?

You need to create a Trend chart.

Which two column types can you add to the Trend chart? Each correct answer provides a complete solution.

> NOTE: Each correct selection is worth one point.

You are a Dynamics 365 Sales administrator, and the fiscal year begins in January.

A sales manager requires a monthly forecast for the next three years, beginning in August of the next year. Configure the forecast using the fewest possible forecasts.

How should each requirement be configured?

You administer a Dynamics 365 Sales environment in which users can view and edit only records they own.

User2 is helping with User1’s opportunities while User1 is away on vacation. User1 continues to own User1’s opportunities.

User2 reports being unable to update User1’s opportunities.

You need to investigate the issue.

What should you do?

A company has two departments. Each department uses only custom forms and views created for that department. At present, all users can view every form and view.

The company wants to improve usability for its users.

You need to restrict users to only the forms and views for their individual department.

Which two actions should you perform? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

In your organization, Dynamics 365 Customer Insights - Data contains information about customers’ online purchases, sourced from a table ingested from your e-commerce platform.

This information is useful to sellers because they want a complete understanding of all customer purchases, not only purchases managed by Dynamics 365 Sales Opportunity records.

You need to make these online purchases visible to sellers in the timeline of Contact records in Dynamics 365 Sales.

Which three actions should you perform in sequence? Arrange the three appropriate actions in the correct order.

Solution: Set the column types to the appropriate field types and name the query. Create full-name and full-address columns by merging the relevant columns, if they exist. Select Next, and the data is now ready for unification.

Does this meet the goal?

Solution: Use the first row as the headers, and remove any spaces or special characters from the header row. Remove rows that have missing primary keys, then name the query. Select Next; the data is now ready for unification.

Does this achieve the goal?

Solution: Remove all rows whose primary key is missing, delete leading or trailing zeros from the primary key, and name the query. Select Next, and the data is ready for unification.

Does this meet the goal?

Solution: Use the first row as headers, delete rows that include null values, and name the query. Select Next; the data is now ready for unification.

Does this achieve the goal?