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Question 1

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You are the Dynamics 365 administrator at an organization that uses both Dynamics 365 Customer Insights - Journeys and Dynamics 365 Sales. You have configured Customer Insights - Journeys to create

Question 2

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DRAG DROP You are designing the user experience for sales users at your organization for a variety of tasks. One of the user experience requirements is for sales users to be able to see informatio

Question 3

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HOTSPOT Your organization has been noticing some peculiar field changes on certain records and wants to know what is causing this. You need to audit user access and updates for several custom table

Question 4

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A company is using Dynamics 365 Sales to provide quotes to their customers. Preferred customers must be granted a separate flat rate discount on specific products, depending on their countries or r

Question 5

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A company is implementing the Dynamics 365 Sales mobile app. The company requires setup of several push notifications for sellers who use the app. You need to create the push notifications. Which

Question 6

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DRAG DROP A company uses Dynamics 365 Sales with assignment rules. The assignment rules use a segment to filter the lead records. A sales manager wants to automatically add a series of tasks by us

Question 7

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HOTSPOT The founder has edited the Salesperson security role to allow the carer to use the Corgi meet-up business process flow, as shown in the following Use the drop-down menus to select the an

Question 8

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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?

Question 9

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You have added the timeline control to the Pet main form, then saved and published your changes. You need to configure the timeline to display related Pet activities as required by Terra Flora. Whic

Question 10

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You need to identify the duplicate pet records, so they can be manually merged by the carer. What must you create?

Related questions

You need to ensure that a user named User1 can assign salespeople to sales territories. The solution must use the principle of least privilege. To which security role should you assign User1?

You need to identify the duplicate pet records, so they can be manually merged by the carer. What must you create?

You are a Dynamics 365 Sales administrator. You configure a forecast template that uses the Forecast category as a starting point for a layout for the sales team. The sales manager wants the value of the Lost column to come from the Total Detail Amount instead of the default value because the revenue is always driven by the items. You need to make the change. What should you do?

DRAG DROP A company has implemented Dynamics 365 Sales Enterprise. The salespeople often travel to meet customers and require mobile-friendly solutions to various scenarios. You need to provide a solution for the traveling salespeople. Which apps should you recommend in each scenario? To answer, move the appropriate apps to the correct scenarios. You may use each app once, more than once, or not at may need to move the split bar between panes or scroll to view content. NOTE: Each correct match is worth one point.

DRAG DROP The sellers at your organization are keen to adopt generative Al capabilities and use them efficiently. They have been editing Contact records directly in Copilot for Sales and have now provided feedback that they would be more productive if they could also edit Account records directly in Copilot for Sales. However, the vice president of sales does NOT want the sellers to be able to edit the 'Revenue Forecast' field in Copilot for Sales. You need to enable these requirements. Which four actions should you perform in sequence? 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.

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?

You are a Dynamics 365 Sales administrator. You are setting up a product catalog. You need to configure the base unit group. Which quantity or measurement should you configure?

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?

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?

HOTSPOT 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.

Question 27 - MB-280 discussion

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?

separate views

additional filters

multiple columns

premium forecasting

advanced features

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.

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asked 12/10/2024

Ana Rosa Abascal Ortega

39 questions

Your answer: A B C D E

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