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NEW QUESTION 1
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.
NEW QUESTION 2
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.
NEW QUESTION 3
You need to satisfy the founder’s requirements for displaying the custom image within the app. Where should you upload the image?
A. An image column.
B. A file column.
C. An icon control.
D. A web resource.
Answer: D
Explanation:
To display a custom image (such as an .svg file) as an icon for a table in a model-driven app, the image should be uploaded as a web resource in Dynamics 365. Web resources are used to store images, scripts, and other assets that can be referenced within the application. Once uploaded as a web resource, the image can be set as the table icon in the customization settings of the Pet table.
NEW QUESTION 4
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?
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.
NEW QUESTION 5
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.)
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.
NEW QUESTION 6
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.
NEW QUESTION 7
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.
NEW QUESTION 8
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.)
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.
NEW QUESTION 9
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.)
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.
NEW QUESTION 10
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.
NEW QUESTION 11
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.
NEW QUESTION 12
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.)
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.
NEW QUESTION 13
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.)
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.
NEW QUESTION 14
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.)
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.
NEW QUESTION 15
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.)
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.
NEW QUESTION 16
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
NEW QUESTION 17
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
NEW QUESTION 18
HotSpot
A Company uses Exchange Online. Users require their appointments and tasks to automatically synchronize with those available in Outlook. You need to set up the default mailbox configuration. What should you select for each field? (To answer, select the appropriate options in the answer area.)
Answer:
Explanation:
1. Incoming Email – Server-Side Synchronization or Email Router: Since the company uses Exchange Online, Server-Side Synchronization is the best choice as it allows seamless automatic email tracking and eliminates the need for manual synchronization.
2. Outgoing Email – Server-Side Synchronization or Email Router: To ensure emails sent from Dynamics 365 sync automatically with Outlook, Server-Side Synchronization is required.
3. Appointments, Contacts, and Tasks – Server-Side Synchronization: To automatically sync user appointments and tasks with Outlook, Server-Side Synchronization is required instead of using the Dynamics 365 for Outlook client.
NEW QUESTION 19
HotSpot
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.)
Answer:
Explanation:
1. 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.
2. Change an order: Select the new bread flavor in the opportunity product. This action directly addresses changing the opportunity to include the new flavor.
NEW QUESTION 20
HotSpot
A company sells telephones. The company has a list of telephone colors that customers can choose. For one month, the company wants to sell a red phone at a special price. You need to set up the red phone for the sales team. How should you configure the product and price list items? (To answer, select the appropriate options in the answer area.)
Answer:
Explanation:
1. Allow the sales team to select the red phone – Create a red telephone product. Since the company offers different telephone colors, a new product must be created for the red phone rather than modifying an existing product. This ensures it can be selected separately in the system.
2. Allow the sales team to select special pricing for the red phone – Create a price list item for the red phone product. To offer a special price for the red phone, a separate price list item should be created specifically for this product. This ensures that the special price applies only to the red phone without affecting other telephone products.
NEW QUESTION 21
Drag and 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 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.
NEW QUESTION 22
Drag and Drop
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.)
Answer:
Explanation:
1. Select Get started under Customer data. This is the first step to begin the unification process in Customer Insights – Data.
2. Select the tables and attributes containing the data you need for the unification process. After starting, you must choose the tables and attributes that will be used for unification.
3. Identify the primary key for each table. Each table must have a primary key that uniquely identifies records.
4. Ensure that attributes you wish to combine from different tables have the same Type, then select Save source fields. Before unifying, attributes from different sources must have the same type to ensure proper mapping.
5. Confirm the Type for each attribute. After selecting source fields, confirming the attribute types ensures data consistency.
NEW QUESTION 23
Drag and Drop
You are implementing Dynamics 365 Sales for a beverage company. The company sells drinks by individual cans, by the dozen, or by the case of 48 cans as follows:
– There are three flavors: strawberry, vanilla, and chocolate.
– Each can costs $5.00.
– A dozen cans cost $55.00.
– Each case has four dozen cans and costs $200.00.
– A combination case includes a dozen cans of each flavor and costs $160.00.
– Purchases of four or more cases receive an extra 10 percent off the price.
You need to set up the product catalog. Which components should you use? (To answer, move the appropriate components to the correct entry descriptions. You may use each component once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.)
Answer:
Explanation:
1. Drink flavors list – Products. Since the company sells drinks in different flavors (strawberry, vanilla, and chocolate), these are set up as Products in the product catalog.
2. Four or more cases – Discount Lists. A Discount List applies when a customer purchases four or more cases and receives a 10% discount.
3. Combination case – Price Lists. A Price List defines the pricing structure, including the special $160.00 price for a combination case.
4. One can – Unit Groups. Unit Groups define different selling units, such as one can, a dozen, or a case of 48.
NEW QUESTION 24
……
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