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Microsoft MB-280 Exam Syllabus Topics:

TopicDetails
Topic 1
  • 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 2
  • Demonstrate Dynamics 365 Customer Insights Capabilities: This section focuses on leveraging customer data to drive sales strategies through Dynamics 365 Customer Insights.
Topic 3
  • Configure and Customize Dataverse and Model-Driven Apps: This section covers the ability of Dynamics 365 Sales Professionals in the configuration and customization of Dataverse and model-driven apps to meet business needs.
Topic 4
  • 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.

Reference: https://learn.microsoft.com/en-us/credentials/certifications/resources/study-guides/mb-280

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Microsoft Dynamics 365 Customer Experience Analyst Sample Questions:

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.

Reveal Solution  Discussion  0

Correct Answer:


Explanation:
BDM1 has a reminder setting for close dates that are coming up within the next 21 days, as configured in the system. Given that BDM1 logs in on June 3, 2024, here's how to determine which opportunities will be highlighted in the " Close date coming soon " reminder cards:
* Calculate the Reminder Period:
* With a 21-day notification period, any opportunities with close dates on or before June 24, 2024 (21 days from June 3), will trigger a reminder card in the assistant.
* Evaluate Close Dates for Opportunities:
* London Office: Scheduled to close on June 4, 2024, which is within 21 days from June 3.
* Toronto Office: Scheduled to close on June 12, 2024, which also falls within the 21-day reminder period.
* Mexico City Office: Scheduled to close on June 18, 2024, within the 21-day reminder period.
* Seattle Office: Scheduled to close on June 19, 2024, also within the 21-day period.
Based on this, London Office and Toronto Office are within the specified period and thus will appear as close date reminders for BDM1.
Microsoft Dynamics 365 References:
* Assistant and Insights cards in Dynamics 365 Sales
By applying the specified close date threshold, we can confirm that the reminder cards for opportunities closing on June 4 and June 12 will be displayed to BDM1, which corresponds to London Office and Toronto Office.

You need to store documents related to different Dataverse records. The storage configuration must meet the following requirements:
* Table A must relate to multiple documents that allow editing without reuploading the document.
* Table B must relate to a single file that is stored in the table and uploaded from the record form.
You need to configure the system for the storage requirements.
Which document management method should you use? To answer, move the appropriate document management methods to the correct requirements. You may use each document management method once more than once 01 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 Solution  Discussion  0

Correct Answer:


Explanation:

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.

Reveal Solution  Discussion  0

Correct Answer:


Explanation:

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.

Reveal Solution  Discussion  0

Correct Answer:


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. Since the sales manager wants to measure completed outgoing calls, using Actual End ensures that only calls finished within the fiscal year are included in the goal measurement.
* This setting will align with the requirement to track activities finished within a specific time frame (January - December).
Reference: Microsoft Documentation - Configure Goal Metrics and Rollup Fields Rollup Field - Actual (integer):
The Actual (integer) rollup field is suitable for counting the total number of completed outgoing calls. This setting ensures that each completed call is tallied accurately, providing a straightforward measure of the sales team ' s activity in terms of call volume.
Using an integer type for the rollup field is appropriate for count-based metrics like this.
Reference: Microsoft Documentation - Define Rollup Fields for Goals
Source Record Type Status - Completed:
The Completed status ensures that only calls marked as completed are counted towards the goal. This is crucial for measuring finished activities, as it excludes calls that may still be in progress or have other statuses.
Setting the source record type status to Completed aligns with the requirement to measure only outgoing calls that have been fully executed.
Reference: Microsoft Documentation - Goal Management with Status Filtering By selecting Actual End as the date field, Actual (integer) for the rollup field, and Completed for the source record type status, you ensure that the goal measurement accurately reflects completed outgoing calls within the specified calendar year timeframe.

A bakery uses Dynamics 365 Sales. All loaves of bread sold at the bakery are priced the same. Special bread flavors are developed regularly.
You need to add a new flavor to the product catalog.
What should you do for each scenario? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.

Reveal Solution  Discussion  0

Correct Answer:


Explanation:

* Scenario 1: Adding a New Flavor to the Product Catalog
* The bakery develops new bread flavors regularly, and these flavors are variations of an existing product (bread).
* In Dynamics 365, product properties are used to define characteristics or options of a product, such as flavors, sizes, or colors. Since the bread flavors are variations, they can be treated as product properties rather than separate products.
* By creating a product property, you can add new flavors as options under the existing bread product, allowing flexibility without altering the core product structure.
Reference: Microsoft Documentation - Define Product Properties in Dynamics 365 Steps to Create a Product Property:
Go to Sales > Product Catalog > Products.
Open the existing product (bread) and navigate to Product Properties.
Add a new property (flavor) and define the possible values (e.g., new flavors).
Save and publish the product with the updated properties.
Scenario 2: Changing an Order to a New Bread Flavor in an Opportunity
When a customer wants to change their order to a new flavor within an existing opportunity, the selected product in the opportunity can be updated to reflect the new flavor.
Since flavors are configured as product properties, you can select the specific flavor for the opportunity product directly without needing to recreate or delete the product from the opportunity.
This approach leverages product properties, ensuring that the change is streamlined and does not require re- adding or modifying the core product.
Reference: Microsoft Documentation - Configure Products in Opportunities in Dynamics 365 Steps to Select a New Flavor in the Opportunity Product:
Open the specific opportunity record in Dynamics 365.
Navigate to the product line items and select the bread product.
In the product properties, update the flavor to the new option as required.
Save the changes to ensure the opportunity reflects the new flavor selection.
These actions allow the bakery to manage new flavors flexibly within their product catalog and seamlessly adjust opportunities to accommodate flavor changes, enhancing customer satisfaction and operational efficiency.

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