2025/December Latest Braindump2go MB-280 Exam Dumps with PDF and VCE Free Updated Today! Following are some new Braindump2go MB-280 Real Exam Questions!
QUESTION 22
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.
B. Add Location as an Area.
C. Create a Location Group.
D. Add Location to the App Designer.
Answer: D
Explanation:
To make a new table, such as Locations, visible in the Sales Hub, you need to modify the app using the App Designer in Dynamics 365. By adding the Locations table to the Sales Hub via the App Designer, you ensure that users in the Sales Hub can access and interact with the Locations data directly within the application.
QUESTION 23
A battery manufacturer wants to sell their batteries in boxes of 12 and cases of 24 boxes.
You need to set up a unit group so that the manufacturer can sell different quantities.
What should you create first?
A. primary unit
B. related unit
C. base unit
Answer: C
Explanation:
In Dynamics 365, when setting up a unit group for products like batteries that will be sold in different quantities (boxes of 12 and cases of 24 boxes), you first need to create a base unit. The base unit serves as the fundamental measurement for the product, which in this case would likely be the individual battery.
Once the base unit is established, you can then create related units, such as:
Primary Unit: This could be the box (12 batteries) for regular sales.
Related Unit: This could be the case (24 boxes).
Setting up the base unit is essential as it defines the foundation for all related units in the unit group.
QUESTION 24
You are the Dynamics 365 Sales administrator for an electronics company.
The sales team is having difficulty locating different products in the same category – for instance; all versions of flat screen TV available.
You need to make it easier for the sales team to navigate through products via taxonomy.
What should you use?
u
A. Product families
B. Product unit groups
C. Related products
D. Product bundles
Answer: A
Explanation:
Using Product families allows you to group similar products together under a common category or taxonomy. For example, you can create a product family for all versions of flat screen TVs, making it easier for the sales team to locate and navigate through different models within that category. This organization helps streamline product searches and improves overall efficiency in managing product offerings.
QUESTION 25
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. the least frequently used to sell the service
B. the lowest needed to sell the product or service
C. the most frequently used to sell the service
D. the highest needed to sell the product or service
Answer: C
Explanation:
When configuring the base unit group in a product catalog within Dynamics 365 Sales, it is essential to set the base unit to reflect the most frequently used quantity or measurement for selling the product or service. This ensures that the unit is aligned with typical sales transactions, making it easier for sales teams to manage and sell products effectively.
Choosing the most frequently used unit helps streamline sales processes and reporting, allowing for consistency across transactions.
QUESTION 26
You are running Dynamics 365 Sales for a pharmaceutical company. The hospitals are set up as accounts. The nurses are set up as contacts under each hospital name.
A nurse works for HospitalA and HospitalB part time. You add the nurse as a contact for HospitalA. You realize you can add the nurse as a contact to only one hospital.
You need to ensure that the nurse is associated with both hospitals in the system.
What should you do?
A. Create business units for HospitalA and HospitalB. Open the contact record for the nurse and assign it to a user in HospitalB.
B. Create an access team that has the nurse as owner. Open the HospitalA account record and assign it to the new team account. Repeat this process for HospitalB.
C. Open the HospitalB record and assign the nurse to a task activity.
D. Open the contact record for the nurse and create a connection to HospitalB.
Answer: D
Explanation:
In Dynamics 365 Sales, a Contact can only have one parent Account by default. Since the nurse works for both HospitalA and HospitalB, you need to associate the nurse with the second hospital without changing the primary account. The best way to achieve this is by creating a connection between the nurse’s contact record and HospitalB.
Connections in Dataverse allow you to relate records without changing ownership or structure. You can define a connection role, such as “Works for,” to indicate the nurse’s relationship with HospitalB while maintaining the existing link with HospitalA.
QUESTION 27
You need to enable the Dynamics 365 App for Outlook for the sales team.
You need to perform the prerequisite actions before you can add the app for all users.
Which two actions should you perform? Each correct answer presents part of the solution. (Choose two.)
NOTE: Each correct selection is worth one point.
A. Enable mailboxes.
B. Add the Dynamics 365 App to Outlook desktop app.
C. Add the Dynamics 365 App for Outlook security role.
D. Enable sending on behalf of other users setting.
Answer: AC
Explanation:
Before enabling the Dynamics 365 App for Outlook for the sales team, you need to perform the following prerequisite actions:
Enable mailboxes: This step is essential as it ensures that users’ mailboxes are configured correctly to work with Dynamics 365. Users must have their mailboxes enabled in the system for the integration to function properly.
Add the Dynamics 365 App for Outlook security role: Assigning this security role to users is necessary to provide them with the appropriate permissions to access and use the Dynamics 365 App for Outlook.
QUESTION 28
Accompany plans to use server-side synchronization to synchronize emails, tasks, and appointments between Microsoft Exchange and Dynamics 365 Sales.
The salespeople want to know when their emails will be synced.
You need to describe the server-side synchronization frequency for the salespeople.
How should you describe the frequency?
A. user-defined
B. constant
C. equal intervals
D. dependent on volume
Answer: D
Explanation:
In Dynamics 365 Sales, the frequency of synchronization using server-side synchronization is dependent on volume. This means that the synchronization process will run based on the volume of emails, tasks, and appointments being processed. If there is a higher volume of items to sync, the frequency of synchronization may increase, while lower volumes may result in less frequent syncs.
QUESTION 29
The assistant to the sales leader has some questions on how delegation works when using the Dynamics 365 App for Outlook. They want to know how columns are populated when an email is tracked.
You need to explain the behavior of the tracked email messages, in particular, what is set as the owner of the tracked email from a delegated mailbox.
What should you convey?
A. The delegate user.
B. System (as it is promoted by server-side synchronization).
C. The owner of the linked contact that sent the email.
D. The primary mailbox owner.
Answer: D
Explanation:
When an email is tracked from a delegated mailbox using the Dynamics 365 App for Outlook, the owner of the tracked email is set to the primary mailbox owner. This means that regardless of which delegate is tracking the email, the email will be associated with the primary mailbox owner in Dynamics 365.
This behavior ensures that the email is correctly attributed to the user who owns the mailbox, providing clarity on ownership and ensuring that the right person is credited for the correspondence.
QUESTION 30
You are working in a manufacturing company that is struggling to get their sales department to input all relevant information into Dynamics 365 for Sales.
You need to deploy the Dynamics 365 App for Outlook for all eligible users as efficiently as possible.
What should you do?
A. Enable the setting to push the app to users in the general environment Settings.
B. Select the checkbox to automatically add App for Outlook to all eligible users in Settings.
C. Notify every eligible user to enable it in their personal app Settings.
D. Grant the Systems Admin security role to the active directory group containing all eligible users.
Answer: B
Explanation:
To efficiently deploy the Dynamics 365 App for Outlook to all eligible users, the best approach is to enable the automatic deployment setting in Dynamics 365 Settings. This option allows automatic installation for all users whose mailboxes are configured correctly, eliminating the need for manual activation by each user.
QUESTION 31
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?
A. System customizer
B. Sales team member
C. Vice president of sales
D. Salesperson
Answer: D
Explanation:
The principle of least privilege means granting the user only the minimum permissions necessary to perform their tasks. In this case, to allow User1 to assign salespeople to sales territories, the Salesperson role typically includes privileges related to managing sales processes, such as territories, while limiting access to broader system functions like those available to a Vice President of Sales or System Customizer.
The System Customizer and Vice President of Sales roles would grant more permissions than necessary, which would violate the principle of least privilege. The Sales Team Member role is typically too limited for assigning salespeople to sales territories, which requires more specific access.
QUESTION 32
A large construction company uses Dynamics 365 Sales to manage their sales pipeline.
All future jobs are logged in the system as opportunities. Depending on the type of work, some opportunities close faster, and others take longer due to dependency on the third-party vendors.
The sales team does NOT currently use the “On hold” option, as it does NOT provide enough details.
When working with open opportunities, the sales manager wants to know whether opportunities are pending permits or require asbestos removal. You need to ensure that a salesperson can only select the “Pending Permits” or “Asbestos Removal” option when working with their opportunities to indicate the deal is taking longer.
What should you do?
A. Edit the statuscode column: add “Asbestos Removal” and “Pending Permits” status values to the “Open” status reasons.
B. Edit the statecode column: rename the “Open” status value to “Asbestos Removal” and add a new “Pending Permits” status value.
C. Edit the statecode column: rename the “On hold” status to “Asbestos Removal” and add a new “Pending Permits” status value.
D. Edit the statuscode column: add “Pending Permits” to the “Open” status reason values, and rename “On hold” to “Asbestos Removal. “
Answer: A
Explanation:
Statuscode in Dynamics 365 Sales refers to the reason or sub-status of the current state (like Open, Closed, etc.). The best approach is to add new values to the “Open” status reason (statuscode), such as “Pending Permits” and “Asbestos Removal,” which gives the salesperson more granular detail about why the opportunity is taking longer without changing the core workflow of the sales process.
Statecode controls the overall state (e.g., Open, Won, Lost) and is not suitable for such detailed tracking. Renaming or adding values to the statecode column (as suggested in other options) would not provide the desired level of detail, as the statecode should stay consistent with the standard open/ closed statuses.
QUESTION 33
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 leads from web form submissions. You also allow your sales users to create leads using the user interface.
Your organization has recently hosted an event at a conference.
You have a Customer Insights – Journeys web form to capture leads immediately at the conference.
You expect sales users to enter lead information for prospects they meet at the event in the week after the conference.
You need to keep your data clean while also capturing all the valid leads from the event.
What should you do?
A. Go to the classic editor and remove Create permissions from the security group for sales users.
B. Go to the form in Customer Insights – Journeys and update the form so that it can either create new leads or update existing leads.
C. Go to the settings area in Customer Insights – Journeys and ensure the default form matching strategy is selected.
D. Go to business management settings and enable duplicate detection on leads based on email.
Answer: D
Explanation:
Enabling duplicate detection on leads based on email is crucial for maintaining clean data while allowing for lead capture from both web forms and manual entry by sales users. By doing this, you can ensure that if a lead created at the conference via the web form has the same email address as one entered by sales users, the system will recognize it as a potential duplicate and handle it accordingly.
QUESTION 34
You are creating a forecast.
You want to include only opportunities that sell more than 100 units.
You need to configure this within the system.
What should you configure?
A. separate views
B. additional filters
C. multiple columns
D. premium forecasting
E. advanced features
Answer: B
Explanation:
To include only opportunities that sell more than 100 units in your forecast, you should configure additional filters. By applying a filter based on the number of units sold, you can ensure that only the relevant opportunities are considered in your forecast calculations.
QUESTION 35
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.
B. When the calculate rollup field system job for the msdyn_projectteam table runs.
C. When the calculate rollup field system job for the account table runs.
D. When an opportunity changes the status.
Answer: B
Explanation:
In Dynamics 365, when you update currency exchange rates, those rates are applied during the scheduled system jobs that calculate rollup fields.
Specifically, if you have rollup fields related to opportunities that depend on currency values, the new exchange rates will be reflected when the calculate rollup field system job for the relevant tables runs.
QUESTION 36
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?
A. Create a new security role in Dynamics 365 Sales.
B. Update the users list in the SharePoint site.
C. Update privileges in the Dynamics 365 Sales security role of the contract team.
D. Create a new group in the SharePoint site.
Answer: B
Explanation:
To restrict access to documents stored in SharePoint for the contracts team, you should update the users list in the SharePoint site. By managing permissions directly within SharePoint, you can ensure that only members of the contracts team have access to the documents related to contracts.
This approach allows for more granular control over who can view or edit the documents.
QUESTION 37
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet 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 use business process flows for all Dynamics 365 opportunities.
Some opportunities are closed before business process flow durations are calculated.
You need to ensure that business process flow duration values are calculated.
Solution: Change the opportunity to an inactive state.
Does this meet the goal?
A. Yes
B. No
Answer: B
Explanation:
Changing an opportunity to an inactive state does not trigger the calculation of business process flow duration values. The business process flow duration is calculated based on the active duration of the business process flow stages while the opportunity is active.
QUESTION 38
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet 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 use business process flows for all Dynamics 365 opportunities.
Some opportunities are closed before business process flow durations are calculated.
You need to ensure that business process flow duration values are calculated.
Solution: Create a flow to update the Status Reason of the business process flow table record to “Finished” and the Status to “Inactive” when the opportunity is won.
Does this meet the goal?
A. Yes
B. No
Answer: A
Explanation:
Creating a flow to update the Status Reason of the business process flow record to “Finished” and the Status to “Inactive” when the opportunity is won will effectively meet the goal of ensuring that business process flow duration values are calculated.
By marking the business process flow as “Finished,” you indicate that the flow has completed its execution, allowing the system to finalize any calculations related to duration before transitioning to an inactive state. This approach ensures that the necessary data is captured and calculated properly, allowing you to accurately report on the durations associated with the business process flow.
QUESTION 39
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet 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 use business process flows for all Dynamics 365 opportunities.
Some opportunities are closed before business process flow durations are calculated.
You need to ensure that business process flow duration values are calculated.
Solution: When closing an opportunity, use the close as won dialog without completing the business process flow.
Does this meet the goal?
A. Yes
B. No
Answer: B
Explanation:
When closing an opportunity using the “Close as Won” dialog without completing the business process flow, the business process flow duration values will not be calculated correctly.
QUESTION 40
Your sales team lacks important information on the Opportunity Close form.
You need to update the form.
Which out-of-the-box role must you have?
A. Global administrator
B. System administrator
C. Sales manager
D. System customizer
Answer: B
Explanation:
To update the Opportunity Close form in Dynamics 365 Sales, you need a role that allows modification of system entities, including the Opportunity entity and its associated forms. The System administrator role provides full access to all customization features in Dynamics 365, including modifying forms, fields, and layouts.
QUESTION 41
A company has two departments. Each department uses only custom forms and views designed for each department. Currently, all users can view all forms and views.
The company wants to improve usability for its users.
You need to limit users to only individual department forms and views.
What should you do?
A. Create a model-driven app for each department.
B. Use a hierarchy security model.
C. Use security roles.
D. Add an area for each department within the site map
Answer: C
Explanation:
In Dynamics 365 Sales, security roles control access to different forms, views, and records. To ensure that each department can only access their respective custom forms and views, you should assign security roles to the forms and views. This allows you to restrict users based on their department so they only see the forms and views relevant to them.
How it works:
1. Edit the form properties Assign the form to specific security roles.
2. Edit the view properties Restrict views based on security roles.
3. Ensure users have the correct security roles
Users in Department A will only see their assigned forms and views, and the same applies to Department B.
QUESTION 42
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.
A. Integer
B. Whole Number
C. String
D. Boolean
E. GUID
Answer: BCE
Explanation:
In Dynamics 365 Customer Insights, during the unification process, the primary key must be unique for each record. The following data types can serve as a primary key:
Whole Number: Whole numbers are frequently used as primary keys, particularly when generated as sequential values.
String: Strings can be used as primary keys, especially when they represent unique values, such as codes or identification numbers.
GUID: A Globally Unique Identifier (GUID) is commonly used as a primary key in systems like Microsoft Dataverse, ensuring a unique value for each record.
Other options like Integer are not typically used independently of the Whole Number data type, and Boolean values cannot serve as primary keys since they can only have two possible values (True/False), which would not meet the uniqueness requirement for identifying records.
QUESTION 43
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.
A. Choose the table with the most complete and reliable profile data about your customers.
B. Choose the table that has the most related tables.
C. Choose the Dynamics 365 contact table when this is available as the data source.
D. Choose the table that has several attributes in common with other tables.
Answer: AC
Explanation:
Choose the table with the most complete and reliable profile data about your customers: The primary table should contain the most accurate and complete information to serve as the foundation for matching records across different sources.
Choose the Dynamics 365 contact table when this is available as the data source: The contact table in Dynamics 365 is a logical choice for the primary table when it’s available because it likely contains the core customer profile data that can be unified with other data sources.
QUESTION 44
You are a marketing automation consultant.
Your customer wants to understand the benefits of using the query assist feature in Dynamics 365 Customer Insights – Journeys.
Why might your customer want to use this feature?
A. Using the natural language feature allows marketers to build segments using simple words to specify what audience they want to target.
B. When looking at a marketing journey created by another user, the natural language feature makes it easier to understand the logic of the journey and decide whether it meets the campaign goals.
C. Using the natural language feature allows marketers to search Dataverse to retrieve single records using a right-hand pane on the model-driven app.
D. When looking at a segment created by another user, the natural language feature makes it easier to identify which journeys the segment is used in.
Answer: A
Explanation:
The query assist feature in Dynamics 365 Customer Insights – Journeys utilizes natural language processing, which enables marketers to create segments using intuitive language. This allows users to specify their targeting criteria in a more user-friendly way, making it easier for those without extensive technical skills to define and build audience segments effectively.
QUESTION 45
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.
What should you do?
A. Re-publish the lead scoring models to allow the system to capture the insights.
B. Assign the Lead Score Viewer security role to the users.
C. Set all leads to Active state to capture the insights.
D. Set automatic lead scores cleanup to No to capture the scoring.
Answer: B
Explanation:
To view lead scoring insights in Dynamics 365 Customer Insights – Journeys, users need the appropriate permissions granted by a specific security role. The Lead Score Viewer security role provides users with the necessary access to see lead scoring insights. Without this role, the marketing team will not have visibility into the lead scores, even if the models are published and live.
QUESTION 46
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet 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.
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, remove rows that contain null values, and name the query. Select Next and your data is now ready for unification.
Does this meet the goal?
A. Yes
B. No
Answer: B
Explanation:
While the solution includes transforming the first row to be used as headers and naming the query, the step of removing rows that contain null values is problematic.
Removing all rows with null values can lead to significant data loss, particularly if those rows contain relevant information.
QUESTION 47
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet 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.
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. Yes
B. No
Answer: B
Explanation:
Solution removes all rows with null values, which can lead to significant data loss, especially if those rows contain important information.
It may compromise data quality by eliminating rows, which can impact analysis and insights.
QUESTION 48
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet 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.
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. Create a full name and full address columns by merging the appropriate columns if they exist. Select Next and your data is now ready for unification.
Does this meet the goal?
A. Yes
B. No
Answer: A
Explanation:
The proposed solution effectively prepares the data for unification in Dynamics 365 Customer Insights – Data. Here’s how each step contributes to meeting the goal:
Transform the first row to be used as headers: This step is necessary to define the column names, which is critical for accurate data interpretation.
Define column types to be the appropriate field types: Specifying the correct data types for each column ensures that the data will be processed correctly during unification, maintaining data integrity.
Create a full name and full address columns by merging the appropriate columns if they exist: This step enhances the dataset by consolidating relevant information into single columns, which can simplify data usage and improve data quality. Merging columns helps ensure that users can easily access essential information without navigating through multiple fields.
Select Next: This indicates that the data transformation steps are completed and the dataset is ready for the unification process.
QUESTION 49
In the weeks leading up to the holiday season, the marketing department sets up a new segment-based journey.
The journey sends a marketing email to all wine enthusiasts who meet the following requirements:
1. The wine enthusiasts have a recorded wine order against their contact record.
2. The wine enthusiasts live in Europe.
You need to ensure that newly added wine enthusiasts also receive this email automatically.
How should you set up the segment?
A. Create a segment and add a group through Behavioral data.
B. Create a segment using refresh rate: Automatic Refresh.
C. Create a segment and add contacts through an included members group.
D. Create a segment and set the refresh rate to Static Snapshot.
Answer: B
Explanation:
To ensure that newly added wine enthusiasts automatically receive the marketing email, the segment must dynamically update based on contact data. Using Automatic Refresh, the system continuously updates the segment whenever new contacts meet the specified criteria (wine order history and location in Europe). This ensures that all qualifying contacts, including those added after the segment was initially created, are included in the marketing journey.
QUESTION 50
The analytics team at your organization has created Power BI reports that enrich data about your accounts from Dynamics 365 Sales with data NOT contained in Dynamics 365 Sales.
The Power BI 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 BI report in the ribbon on the account form.
B. Create a dashboard in Dynamics 365 Sales that contains account data.
C. Embed the Power BI Dashboard as a dashboard in the Dynamics 365 Sales application.
D. Embed the Power BI report using contextual filtering for accounts.
Answer: C
Explanation:
By embedding the Power BI Dashboard directly into the Dynamics 365 Sales application, you allow sales users to access and view the insights seamlessly within their existing workflow. This integration provides a cohesive user experience and ensures that users can see the enriched data alongside their account records.
QUESTION 51
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 regions.
What should you create?
A. A discount list for Preferred Customers.
B. A sequence command step.
C. A product bundle for each country/region.
D. A price list for the currency of each country/region.
Answer: A
Explanation:
To grant a separate flat rate discount on specific products for preferred customers based on their countries or regions, creating a discount list is the appropriate solution. This allows you to define specific discounts that can be applied to particular products for these customers, ensuring that they receive the correct pricing according to the specified criteria.
QUESTION 52
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 feature should you use?
A. Plug-in
B. Cloud flow
C. Classic Dataverse workflow
Answer: B
Explanation:
To create push notifications for users of the Dynamics 365 Sales mobile app, you should use Cloud flows (part of Microsoft Power Automate). Cloud flows can automate notifications based on certain triggers or conditions, allowing you to send push notifications to mobile app users effectively.
QUESTION 53
You are creating a pricing list in Dynamics 365 Sales. All prices must end in $.98.
You need to select the function that establishes this pricing requirement.
What should you use?
A. Rounding Policy
B. Percentage
C. Rounding Amount
D. Pricing Method
Answer: A
Explanation:
In Dynamics 365 Sales, to ensure that all prices end in a specific format, such as $.98, you should use the Rounding Policy. This function allows you to define how prices should be rounded, including the ability to specify that they should end in particular digits. By setting a rounding policy, you can enforce this pricing requirement consistently across your pricing lists.
QUESTION 54
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?
A. Edit the existing forecast and update the Amount column in the layout.
B. Edit the existing forecast, remove the Lost column, and add a new calculated column.
C. Create a new forecast and update the Amount column in the layout.
D. Create a new forecast, remove the Lost column, and add a new calculated column.
Answer: B
Explanation:
To change the value of the Lost column to pull from the Total Detail Amount instead of using the default value, you should edit the existing forecast.
The steps involve removing the existing Lost column and then adding a new calculated column that can reference the Total Detail Amount. This approach allows you to customize the forecast layout to meet the sales manager’s requirement effectively.
QUESTION 55
Your company wants to enable AI features in their systems and use Copilot for Sales to connect to Dynamics 365 Sales data.
You need to ensure that all eligible users have access.
Which three actions should you perform? Each correct answer presents part of the solution. (Choose three.)
NOTE: Each correct selection is worth one point.
A. Create a policy in Teams to install and pin Copilot for Sales and enable meeting transcripts.
B. Enable Copilot for Sales in Dynamics 365.
C. Install Copilot for Sales in Microsoft Outlook.
D. Verify server-side synchronization is enabled and users have the correct security roles in Dynamics 365.
E. Assign users the correct privileges to use Copilot for Sales in Teams.
Answer: BDE
Explanation:
Enable Copilot for Sales in Dynamics 365: This is a necessary step to activate the feature within Dynamics 365 and ensure that it is available for users.
Verify server-side synchronization is enabled and users have the correct security roles in Dynamics 365: Server-side synchronization is essential for seamless integration of data between Dynamics 365 and other Microsoft applications, ensuring users can access the necessary data.
Assign users the correct privileges to use Copilot for Sales in Teams: Users need the appropriate permissions to utilize Copilot features effectively within Teams.
QUESTION 56
The remote sales workforce of your organization has been using the integrated Teams chat to collaborate internally. To save time, you indicate to the sales leader that suggested contacts can be displayed when a seller starts a new connected chat.
The sales leader asked you to configure the ability to use suggested contacts.
Which three users can you use as a rule for suggesting contacts? Each correct answer presents a complete solution. (Choose three.)
NOTE: Each correct selection is worth one point.
A. The user assigned as your manager on your system user record.
B. The Record Owner of your linked business unit.
C. The Record Owner of the initiating record.
D. The Created By of the initiating record.
E. The Last Modified By of the initiating record.
F. The system user who updated a timeline activity on the initiating record.
Answer: ACD
Explanation:
When configuring suggested contacts for a new connected chat in Dynamics 365, the following user roles can be utilized as rules for suggesting contacts:
The user assigned as your manager on your system user record: This is a logical option, as it allows the system to suggest contacts that are in the user’s direct reporting line.
The Record Owner of the initiating record: This user is directly associated with the record being discussed or worked on, making it relevant for suggestions.
The Created By of the initiating record: The creator of the record may also have pertinent insights or context about the record, making them a suitable candidate for suggestion.
QUESTION 57
Your organization is using Dynamics 365 Sales to track its sales pipeline, and you have implemented sales forecasting using the out-of-the-box sample forecast configuration.
The vice president of sales wants the forecast to categorize lost deals using the more detailed opportunity status code reasons of “Cancelled” and “Outsold.”
You need to enable the detailed categorization requested by the vice president of sales.
Which two actions should you take? Each answer presents part of a solution. (Choose two.)
NOTE: Each correct selection is worth one point.
A. Add the detailed lost reasons to the opportunity forecast category option set.
B. Create a new cloud flow to map opportunity state code to forecast category.
C. Add the detailed lost reasons to the msdyn_forecastinstance status code option set.
D. Update the field mappings in the Opportunity Forecast Category Mapping Process workflow.
Answer: AD
Explanation:
To ensure that the sales forecast categorizes lost deals using more detailed reasons like “Cancelled” and “Outsold,” you need to modify how the opportunity status codes are mapped to the forecast categories.
Add the detailed lost reasons to the opportunity forecast category option set
This ensures that the system can recognize and categorize opportunities as “Cancelled” or “Outsold” within the forecast. The forecast category option set must be updated to accommodate the new lost reasons.
Update the field mappings in the Opportunity Forecast Category Mapping Process workflow
This workflow determines how opportunity status codes map to forecast categories. Updating the field mappings ensures that opportunities with “Cancelled” or “Outsold” reasons are correctly classified within the forecast.
QUESTION 58
You are creating an email for an upcoming campaign. You collect all the information necessary for the email from the email marketing team.
You need to ensure the email marketing team have the minimum required information to set up the email.
Which two fields do you need to complete to save the email? Each correct answer presents part of the solution. (Choose two.)
NOTE: Each correct selection is worth one point.
A. Preview Text
B. From Address
C. Subject
D. Email From Name
Answer: BC
Explanation:
In Dynamics 365 Marketing, when creating an email for a campaign, certain required fields must be completed before the email can be saved. The From Address is essential because it specifies the sender of the email, which is necessary for email configuration. The Subject is also required, as it defines the email’s purpose and is a mandatory field for email setup.
QUESTION 59
You use document management in Dynamics 365 Sales. You use a single, parent SharePoint site collection with several child site records configured for each geographical region.
You make a change on SharePoint to rename one of the child sites.
You need to ensure the document management capabilities continue to function for all associated records.
What should you do?
A. Create a new document location.
B. Update the relative URL.
C. Create a new site record.
D. Update the absolute URL.
Answer: B
Explanation:
Since a child site within the existing SharePoint site collection has been renamed, the best approach is to update the relative URL in Dynamics 365 Sales. The relative URL defines the path within the parent site and must match the new name to ensure document management continues to function correctly.
QUESTION 60
You are working in Dynamics 365 Sales. You turn on the visibility of the Dynamics 365 Sales records in the channel.
A user working with leads is unable to pin the view into Microsoft Teams.
You need to identify the issue.
What should you do?
A. Disable the Turn on the linking of Dynamics 365 records to Microsoft Teams channels option.
B. Enable the Turn on Enhanced Microsoft Teams Integration option.
C. Enable the External links within Teams option.
D. Add users to the Teams channel.
E. Add users to the correct security role.
Answer: B
Explanation:
For users to pin views of Dynamics 365 Sales records in Microsoft Teams, Enhanced Microsoft Teams Integration must be enabled. This feature allows users to seamlessly work with Dynamics 365 records within Teams and ensures proper synchronization between the two platforms.
QUESTION 61
A company uses Dynamics 365 Sales. You have administrator privileges.
The sales manager plans to require the sales team to track emails from Microsoft Outlook.
You need to direct users to where they can deploy their own App for Outlook instance.
To where should you direct them?
A. Email settings
B. Dynamics 365 App for Outlook area
C. Microsoft AppSource
D. Advanced settings
Answer: B
QUESTION 62
You are working in Dynamics 365 Sales. You turn on the visibility of the Dynamics 365 Sales records in the channel.
A user working with leads is unable to pin the view into Microsoft Teams.
You need to identify the issue.
What should you do?
A. Add users to the Teams channel.
B. Add users to the correct security role.
C. Enable the External links within Teams option.
D. Enable the Turn on Enhanced Microsoft Teams integration option.
E. Disable the Turn on the linking of Dynamics 365 records to Microsoft Teams channels option.
Answer: D
QUESTION 63
A company plans to use server-side synchronization to synchronize emails, tasks, and appointments between Microsoft Exchange and Dynamics 365 Sales.
The salespeople want to know when their emails will be synced.
You need to describe the server-side synchronization frequency for the salespeople.
How should you describe the frequency?
A. constant
B. user-defined
C. equal intervals
D. dependent on volume
Answer: D
QUESTION 64
You install LinkedIn Sales Navigator into Dynamics 365 Sales.
The company wants to automatically populate the LinkedIn Profile for the lead contact when following up on a lead.
You need to configure the system.
What should you do?
A. Create a new column that has a URL format add the column to the Leads form, and paste the LinkedIn URL for leads.
B. Add the LinkedIn Sales Navigator control to the contact form.
C. Add a control to the Last Name column on the Lead form.
D. Add a Microsoft Power BI dashboard in the Lead form.
Answer: C
QUESTION 65
You are implementing Dynamics 365 Sales for a company.
Sellers regularly must compare data stored in Sales with an authoritative data source and contact individuals directly from the Sales app.
You need to recommend a solution for the sellers.
Which feature should you recommend?
A. LinkedIn Sales Insights
B. server-side synchronization
C. assistant
D. LinkedIn Sales Navigator
Answer: D
QUESTION 66
Hotspot Question
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.
Answer:
Explanation:
Add a new flavor: Create a price list item
This action allows you to define the price for the new flavor within the product catalog.
Change an order: Select the new bread flavor in the opportunity product
This action directly addresses changing the opportunity to include the new flavor.
QUESTION 67
Drag and Drop Question
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.
Answer:
Explanation:
1. Create a new account plan table: This is the first step to define the structure for account plans.
2. Open the advanced Relationship settings: This is necessary to configure relationships between records.
3. Create a 1:N self-referential relationship and mark the relationship as hierarchical: This establishes the parent-child relationship structure for the account plan.
4. Go to the Hierarchy Settings grid view: This allows you to configure the hierarchy visualization for the account plans.
QUESTION 68
Drag and Drop Question
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 information from custom attributes created for originating leads for opportunities WITHOUT having to navigate to the Lead record.
You are already signed in to the correct editing application and you now need to configure the user experience in Dynamics 365 Sales to enable this.
Which five actions should you perform in sequence before saving and publishing your changes? To answer, move the five appropriate actions from the list of actions to the answer area. Arrange the five actions 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.
Answer:
Explanation:
1. Select Tables > Lead: Begin by selecting the table that contains the information you want to display (Lead table).
2. In the Forms area, create a quick view form with the required columns: Create a quick view form for the Lead table to display the necessary lead information.
3. Select Tables > Opportunity: Move to the Opportunity table where you want to display the information.
4. In the Forms area, select the main form you wish to update: Select the main form for the Opportunity table that will display the information.
5. Add the quick view form as a component: Add the previously created quick view form to the Opportunity form to display lead information without navigating away.
QUESTION 69
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:
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.
QUESTION 70
Drag and Drop Question
Your organization used Gmail previously and had only one Gmail server profile.
You recently moved to Exchange Online and you need to complete the set up for server-side sync with Exchange Online and ensure all mailboxes are working.
Which three actions should you perform in sequence before saving your changes? 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:
1. Approve email for all relevant users: In Dynamics 365, before you can sync mailboxes, you need to approve email addresses. This is a mandatory step for users whose mailboxes need to be synchronized.
2. Update all user mailboxes to sync with Exchange Online: Since the organization has moved to Exchange Online, updating the mailboxes to sync with the new email system is the next logical step.
3. Test the email configuration and enable the selected email mailboxes for all relevant users: After the mailboxes have been updated, you need to test the configuration and enable the mailbox for syncing.
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