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You created and published lead scoring models in the Dynamics 365 Customer insights - Journeys application.

Your marketing team members inform you that they are NOT able to view the lead scoring insights. You confirm the lead scoring models are published and are Live.

You need the marketing team to be able to view the lead scoring insights.

A.

Re-publish the lead scoring models to allow the system to capture the insights.

A.

Re-publish the lead scoring models to allow the system to capture the insights.

Answers
B.

Assign the Lead Score Viewer security role to the users.

B.

Assign the Lead Score Viewer security role to the users.

Answers
C.

Set all leads to Active state to capture the insights.

C.

Set all leads to Active state to capture the insights.

Answers
D.

Set automatic lead scores cleanup to No lo capture the scoring.

D.

Set automatic lead scores cleanup to No lo capture the scoring.

Answers
Suggested answer: B

Explanation:

For team members to view lead scoring insights, they must have appropriate permissions, specifically the Lead Score Viewer role in Dynamics 365 Customer Insights - Journeys.

Even though the lead scoring models are published and live, without the correct security role, users will not have access to view the insights.

Assigning the Lead Score Viewer role ensures that the users have the necessary access rights to review the lead scoring insights generated by the models.

An organization is using Microsoft Power Query when connecting to data sources in Dynamics 365 Customer Insights - Data. You need to load contacts to Customer Insights - Data using Power Query. Which is an appropriate action to take when using Power Query to ingest data?

A.

You must create a separate Power Query data source for each table you wish to ingest.

A.

You must create a separate Power Query data source for each table you wish to ingest.

Answers
B.

You can only add additional columns to the dataset in Power Query before the data source is created in Customer Insights - Data.

B.

You can only add additional columns to the dataset in Power Query before the data source is created in Customer Insights - Data.

Answers
C.

After you save a Power Query data source, you have to manually trigger the initial refresh process.

C.

After you save a Power Query data source, you have to manually trigger the initial refresh process.

Answers
D.

You can add additional tables to the data source using Get Data functionality in the Power Query.

D.

You can add additional tables to the data source using Get Data functionality in the Power Query.

Answers
Suggested answer: D

Explanation:

In Dynamics 365 Customer Insights - Data, when using Power Query to ingest data, the Get Data functionality allows users to add multiple tables from various data sources.

This flexibility enables users to enrich the dataset by pulling in additional tables that may be related or necessary for the data unification process.

Power Query in Customer Insights supports creating robust data flows by allowing multiple tables to be added within a single data source setup, providing a comprehensive data modeling environment.

DRAG DROP

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 are a. Arrange the four actions in the correct order.


Question 23
Correct answer: Question 23

Explanation:

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.

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.

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.

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 the Dynamics 365 administrator for a group of financial advisors.

Advisors must use one business process flow to guide them through the standard lead to invoice process.

Each table has the following number of stages and steps:

You need to modify the business process flow to make it valid. What should you reduce?

A.

number of steps per stages

A.

number of steps per stages

Answers
B.

number of tables

B.

number of tables

Answers
C.

total number of steps

C.

total number of steps

Answers
D.

total number of stages

D.

total number of stages

Answers
Suggested answer: D

Explanation:

In Dynamics 365, business process flows are limited to 30 stages across all entities within a single process. Since each entity here (Lead, Opportunity, Quote, Order, Invoice) has 10 stages, the total would be 50 stages, exceeding the limit.

To meet the requirements, you need to reduce the total number of stages to comply with this limitation. Reducing the total number of steps per stage, tables, or steps won't directly address the stage limit issue.

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?

A.

Provide a link to the Power Bl report in the ribbon on the account form.

A.

Provide a link to the Power Bl report in the ribbon on the account form.

Answers
B.

Create a dashboard in Dynamics 365 Sales that contains account data.

B.

Create a dashboard in Dynamics 365 Sales that contains account data.

Answers
C.

Embed the Power Bl Dashboard as a dashboard in the Dynamics 365 Sales application.

C.

Embed the Power Bl Dashboard as a dashboard in the Dynamics 365 Sales application.

Answers
D.

Embed the Power Bl report using contextual filtering for accounts.

D.

Embed the Power Bl report using contextual filtering for accounts.

Answers
Suggested answer: D

Explanation:

To make Power BI insights available within Dynamics 365 Sales, specifically contextualized for accounts, you should embed the Power BI report with contextual filtering. This ensures that the report dynamically adjusts based on the specific account record a user is viewing.

Embedding with contextual filtering enables sales users to see account-specific insights directly within the Dynamics 365 interface, improving accessibility and relevance.

A company created a new table named Locations.

The sales team needs your help to make the Locations table visible in the Sales Hub. What should you do?

A.

Create a Location Sub Area.

A.

Create a Location Sub Area.

Answers
B.

Add Location as an Area.

B.

Add Location as an Area.

Answers
C.

Create a Location Group.

C.

Create a Location Group.

Answers
D.

Add Location to the App Designer.

D.

Add Location to the App Designer.

Answers
Suggested answer: D

Explanation:

To make a new table, like Locations, visible within the Sales Hub, you need to add it to the App Designer. This involves updating the Sales Hub app module to include the Locations table as a new entity that users can access.

By adding the table in the App Designer, you ensure it becomes part of the navigation and is available within the Sales Hub application.

You are creating a forecast. You want to include only opportunities that sell You need to configure this within the system. What should you configure?

A.

separate views

A.

separate views

Answers
B.

additional filters

B.

additional filters

Answers
C.

multiple columns

C.

multiple columns

Answers
D.

premium forecasting

D.

premium forecasting

Answers
E.

advanced features

E.

advanced features

Answers
Suggested answer: B

Explanation:

Requirement Analysis:

The goal is to include only specific opportunities---those that 'sell'---in the forecast. This requires the ability to selectively include opportunities that meet specific criteria, such as the status, stage, or type of sale.

Solution - Using Additional Filters:

In Dynamics 365 Sales, additional filters can be applied within the forecast configuration to refine the opportunities included. Filters allow you to specify criteria such as opportunity status, probability, estimated revenue, or any custom field that signifies the opportunity has 'sold.'

By setting up filters, you can ensure that only opportunities matching the desired criteria are included in the forecast, providing a targeted and accurate view of expected sales.

Steps to Configure Additional Filters in Forecasting:

Go to Sales > Forecasts, and select or create a new forecast.

In the forecast settings, navigate to Filters and add conditions that define which opportunities are included. For example, you can filter based on status (e.g., only include opportunities marked as 'Won').

Save and apply the filter settings to ensure only the relevant opportunities appear in the forecast.

Benefits of Using Filters:

Filters provide flexibility to customize the forecast view, allowing for detailed segmentation of opportunities based on specific conditions.

This approach ensures that the forecast reflects only the opportunities that are relevant to your defined criteria, which in this case is opportunities that have 'sold.'

By using additional filters, you can effectively control which opportunities are included in your forecast, aligning it with specific business needs and improving forecast accuracy.

HOTSPOT

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.


Question 28
Correct answer: Question 28

Explanation:

Ensure That the Process Applies Only to Tradeshow Leads: Use segments

Segments are used to filter leads based on specific criteria. By using segments, you can ensure that the automated sequence is triggered only for leads generated from trade shows.

This action targets the automation specifically at the tradeshow leads, ensuring that other leads are not inadvertently included in this process.

Ensure Proper Timing of Activities: Set relative due date

Setting a relative due date allows you to define a timeframe between actions in the sequence. For example, the follow-up call task can be scheduled for one week after the initial email.

This ensures that tasks are executed with the correct timing, aligning with the desired schedule of following up with potential customers one week after the first contact.

By implementing sequences to automate follow-ups, using segments to filter for tradeshow-specific leads, and setting relative due dates for timely task execution, the company can optimize its post-tradeshow follow-up process and enhance the likelihood of successful customer engagement.

DRAG DROP

A company uses Dynamics 365 Sales to manage product lines.

You need to set up the product catalog, including the ability for sellers to apply quantity discounts.

In which order should you perform the actions? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.

NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.


Question 29
Correct answer: Question 29

Explanation:

Add Products:

After units are created, add products to the catalog. Each product will have an associated unit and a description that defines it within the catalog.

Ensure products are added with complete details to enable proper pricing and discounting later.

Create Price Lists:

Next, create price lists that define the pricing for products. Price lists can be specific to regions, customer types, or other criteria and are essential for associating products with prices.

A price list is necessary for assigning product prices, enabling you to link prices with discount lists in the subsequent steps.

Add Price List Items:

Add price list items to assign specific products to price lists and set their prices. This links each product with its pricing based on the price list created earlier.

It allows flexibility to have different pricing structures for the same product across multiple price lists if needed.

Create Discount Lists:

Finally, create discount lists to apply quantity discounts on products. Discount lists define percentage or flat rate discounts based on purchase quantities, which can then be applied when products are added to sales orders or quotes.

This step ensures that sellers can apply quantity-based discounts, meeting the requirement for the product catalog setup.

By following these steps in the specified order, you can set up a product catalog that includes units, products, price lists, price list items, and discount lists, allowing sellers to manage product pricing and apply quantity discounts effectively.

You have opportunities that have values in multiple currencies. You manually update currency exchange rates once per month. You need to ensure that currency values are accurately reported. When is the new currency exchange rate applied to the opportunity records?

A.

When an opportunity changes the status reason.

A.

When an opportunity changes the status reason.

Answers
B.

When the calculate rollup field system job for the msdyn_projectteam table runs.

B.

When the calculate rollup field system job for the msdyn_projectteam table runs.

Answers
C.

When the calculate rollup field system job for the account table runs.

C.

When the calculate rollup field system job for the account table runs.

Answers
D.

When an opportunity changes the status.

D.

When an opportunity changes the status.

Answers
Suggested answer: A

Explanation:

In Dynamics 365 Sales, currency exchange rates are applied to opportunity records when specific triggers occur. These exchange rates are updated manually on a periodic basis (e.g., once a month) to reflect current currency values.

Exchange rates are recalculated for an opportunity when there is a change in the status reason (e.g., from open to won or lost). This trigger ensures that the most recent exchange rate is used when key changes occur in the opportunity lifecycle, maintaining accurate currency reporting.

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