Microsoft Dynamics 365 Customer Experience Analyst - MB-280 Exam Practice Test
One of the data sources being ingested into Dynamics 365 Customer Insights - Data is Microsoft Dataverse.
During the unification process, you need to identify the primary key.
Which three data types can you use as a primary key attribute? Each correct answer presents a complete solution. Choose three. NOTE: Each correct selection is worth one point.
During the unification process, you need to identify the primary key.
Which three data types can you use as a primary key attribute? Each correct answer presents a complete solution. Choose three. NOTE: Each correct selection is worth one point.
Correct Answer: A,C,E
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You are implementing Dynamics 365 Customer Insights - Data as the company ' s Customer Data Platform.
You set up the data sources and start the unification process. You need to identify the primary table within the Matching conditions page.
Which two criteria should you use to determine the primary table? Each correct answer presents a complete solution. Choose two. NOTE: Each correct selection is worth one point.
You set up the data sources and start the unification process. You need to identify the primary table within the Matching conditions page.
Which two criteria should you use to determine the primary table? Each correct answer presents a complete solution. Choose two. NOTE: Each correct selection is worth one point.
Correct Answer: A,D
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The analytics team at your organization has created Power Bl reports that enrich data about your accounts from Dynamics 365 Sales with data NOT contained in Dynamics 365 Sales. The Power Bl reports are referenced by your executive leadership as the primary source of truth about account success metrics. Sales leadership has requested that sales users can see these insights about the accounts they have access to within Dynamics 365 Sales. You need to enable the insights to be available to sales users in Dynamics 365 Sales.
What should you do?
What should you do?
Correct Answer: B
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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?
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?
Correct Answer: B
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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.
* 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.
Correct Answer:
Explanation:
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:
Your organization works with larger customers (accounts) that can have a single holding and then many subsidiaries through different levels in a parent-child relationship.
The chief commercial officer wants the sales team to start creating different account plans for each individual subsidiary.
You need to create a new custom account plan table so that records can have the same parent-child relationships as the account records. The relationships must be able to be visualized in a hierarchy.
Which four actions should you perform in sequence before saving and publishing your changes ' To answer, move the four appropriate actions from the list of actions to the answer area. Arrange the four actions in the correct order.
The chief commercial officer wants the sales team to start creating different account plans for each individual subsidiary.
You need to create a new custom account plan table so that records can have the same parent-child relationships as the account records. The relationships must be able to be visualized in a hierarchy.
Which four actions should you perform in sequence before saving and publishing your changes ' To answer, move the four appropriate actions from the list of actions to the answer area. Arrange the four actions in the correct order.
Correct Answer:
Explanation:
The correct order of actions to create a new custom account plan table with a hierarchical parent-child relationship visualization is as follows:
* Create a new account plan table.
* Create a 1
self-referential relationship and mark the relationship as hierarchical.
* Open the advanced Relationship settings.
* Go to the Hierarchy Settings grid view.
Step by Step Comprehensive Detailed Explanation with ALL Microsoft Dynamics 365 References:
* Create a New Account Plan Table:
* To model account plans for subsidiaries and manage the parent-child relationships, start by creating a new table (entity) named " Account Plan. "
* This table will store information related to the account plans, and you can define custom fields and settings as needed.
Reference: Microsoft Documentation - Create Custom Tables in Dynamics 365 Create a 1 Self-Referential Relationship and Mark It as Hierarchical:
Establish a self-referential relationship within the Account Plan table where one record can be linked to another within the same table. Choose a 1 relationship type, where one parent account plan can have multiple subsidiary account plans.
Mark this relationship as hierarchical to enable visual representation of the hierarchy. This is essential for tracking parent-subsidiary structures in a hierarchical view.
Reference: Microsoft Documentation - Configure Self-Referential and Hierarchical Relationships Open the Advanced Relationship Settings:
After setting up the hierarchical relationship, go to the Advanced Relationship Settings. This allows you to fine-tune options related to cascading behavior, which will control how changes in parent records impact related child records.
Reference: Microsoft Documentation - Configure Advanced Relationship Settings Go to the Hierarchy Settings Grid View:
Finally, navigate to the Hierarchy Settings to configure the visualization settings for this relationship. The Hierarchy Settings will enable you to define how the hierarchy is displayed, allowing users to see the parent- child relationships clearly.
Once configured, publish the changes so that users can access the hierarchical view within the system.
Reference: Microsoft Documentation - Configure and Use Hierarchy Settings By following these steps, you will have configured the new custom account plan table with hierarchical visualization, meeting the requirements to manage and display complex parent-child relationships within your Dynamics 365 system.
You are using a forecast template.
You must configure the forecast by territory.
You need to configure the forecast parameters.
Which parameter should you configure?
You must configure the forecast by territory.
You need to configure the forecast parameters.
Which parameter should you configure?
Correct Answer: C
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You need to configure search to ensure the administrators can find all records which reference Corgis. Which action must you perform?
Correct Answer: A
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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: Update the roll-up recurrence frequency.
Does this meet the goal?
A salesperson updates an opportunity and wants to refresh the forecast.
You need to show the salesperson how to refresh the forecast.
Solution: Update the roll-up recurrence frequency.
Does this meet the goal?
Correct Answer: A
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