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Free PDF Microsoft - MB-280 - Microsoft Dynamics 365 Customer Experience Analyst Useful Reliable Test Blueprint

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Microsoft Dynamics 365 Customer Experience Analyst Sample Questions (Q51-Q56):

NEW QUESTION # 51
A company manually assigns leads to salespeople.
The sales manager requires automated lead assignment rules. An administrator enables the feature. However, you are unable to access the Assignment rules area.
You need to request access from the administrator.
Which security role should you request?

A. Playbook Manager
B. Vice President of Sales
C. Sales Manager
D. Sequence Manager

Answer: D

Explanation:
Dynamics 365 Sales, Create and activate assignment rules
You can create and manage sequences and assignment rules through navigating to 'Personal Settings' area if users have sequence manager role.

Reference:
https://community.dynamics.com/forums/thread/details/?threadid=36a7818d-0ff5-48c8-a9ea-f9b25d8d9e7e

NEW QUESTION # 52
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 opportunity.
Does this meet the goal?

A. No
B. Yes

Answer: A

Explanation:
Correct:
* Recalculate the forecast
Incorrect:
* Recalculate the opportunity.
* Update the Opportunity Forecast Category Mapping process.
Note:
Example of forecast recalculation methods
Let's understand the different methods with an example. Consider a scenario where you have a forecast with 4 quarterly periods and an annual period.
Assume that you're currently in Q4. The following table shows when and how the forecast data is updated for different scenarios and periods.
--
Dynamics 365 Sales, Recalculate forecasts manually
You want the forecast data to be up-to-date to make informed decisions. Forecast data is automatically recalculated at regular intervals. However, you can trigger a manual recalculation when you want to recalculate the forecast data immediately. You can also trigger a manual recalculation for past and future periods as they aren't automatically recalculated.
Recalculate and refresh forecast data manually
1. Open the forecast. Verify the Last updated timestamp on the command bar to know when the forecast was last recalculated successfully.
2. Select Recalculate data.
A notification appears at the top of the screen, confirming the recalculation. Recalculation happens in the background, and you can continue to work while recalculation is in progress.
3. After the application recalculates the forecast data, a notification appears to refresh the data.
On the notification, select Refresh page.

NEW QUESTION # 53
Drag and Drop Question
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.

Answer:

Explanation:

Explanation:
1. Open the Quick Find View.
The Quick Find View controls what records are shown when users search for opportunities.
2. Delete the filter criteria Status "Equals Open."
The current filter is restricting search results to only open opportunities.
3. Change the filter criteria to Status "Does Not Equal Open."
This ensures that both open and closed opportunities are included in search results.

NEW QUESTION # 54
Hotspot Question
A company sends its salespeople to trade shows to meet potential customers. One day after the trade shows, the salespeople currently send a follow-up email manually to the potential customers they met. They would like a task to remind them to call the potential customers a week after that.
You need to increase the follow-up rate for salespeople after a tradeshow.
Which actions should you take? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.

Answer:

Explanation:

Explanation:
Automate the tradeshow follow-up process: Implement sequences - This helps automate tasks such as sending follow-up emails and setting reminders for salespeople.
Ensure that the process applies only to tradeshow leads: Use segments - This filters the leads specifically generated from tradeshows, ensuring the process applies only to them.
Ensure proper timing of activities: Set relative due date - This will ensure tasks, such as a follow- up call, are scheduled at appropriate intervals (e.g., a week after the email).

NEW QUESTION # 55
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?

A. No
B. Yes

Answer: A

Explanation:
* While transforming the first row to be used as headers and defining column types are necessary steps, the solution does not address removing rows with high proportions of nulls. Rows with significant null values can interfere with the quality of the unification process in Customer Insights - Data.
* Therefore, this solution does not fully meet the goal as it does not handle data quality issues caused by null values.

NEW QUESTION # 56
......

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Chris Gray Chris Gray

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