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NEW QUESTION 131
You configure forecasts for a clothing manufacturer. A salesperson updates an opportunity and wants to refresh the forecast. You need to show the salesperson how to refresh the forecast.
Solution: Update the roll-up recurrence frequency.
Does this meet the goal?
A. Yes
B. No
Answer: B
Explanation:
https://learn.microsoft.com/en-us/dynamics365/sales/keep-forecast-data-up-to-date
https://learn.microsoft.com/en-us/dynamics365/sales/forecast-recalculation-methods
NEW QUESTION 132
You are reviewing a Dynamics 365 implementation for your customer. During the review, the customer tells you that they want a central search function which displays results by relevance. You need to prepare to configure Dataverse search for the implementation.
Solution: Ensure that you add columns to the search criteria by editing the Advanced Find view for each table.
Does this meet the goal?
A. Yes
B. No
Answer: B
Explanation:
https://learn.microsoft.com/en-us/power-platform/admin/configure-relevance-search-organization
NEW QUESTION 133
You recently implemented Dynamics 365 Sales within your organization’s sales team. Based on the initial evaluation, adoption is limited as most sales users prefer to work from Microsoft Outlook. You decide to enable the Dynamics 365 App for Outlook. You need to perform the various actions required. Each correct action is part of the solution but does NOT solve the problem completely.
Action: Select Email Settings within the environment’s settings, and set Process Email Using to Server-Side Synchronization.
Does this meet the goal?
A. Yes
B. No
Answer: A
Explanation:
https://learn.microsoft.com/en-us/dynamics365/outlook-app/deploy-dynamics-365-app-for-outlook
NEW QUESTION 134
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: On the last stage of the business process flow, select Finish.
Does this meet the goal?
A. Yes
B. No
Answer: B
NEW QUESTION 135
Which entity must be configured before creating a Product Family in Dynamics 365 Sales?
A. Product Catalog
B. Unit Group
C. Price List
D. Discount List
Answer: B
NEW QUESTION 136
A sales manager wants to implement an automated system to assign leads to the appropriate salesperson based on the region. Which features should be configured to achieve this? (Choose three.)
A. Assignment Rules
B. Auto-Numbering
C. Routing Rules
D. Queues
E. Custom Dashboards
Answer: ACD
NEW QUESTION 137
When modifying model-driven apps, which component is used to create navigation and page structure?
A. Views
B. Dashboards
C. Site Maps
D. Tables
Answer: C
NEW QUESTION 138
Which features are enabled by Microsoft 365 Copilot for Sales to enhance sales productivity? (Choose two.)
A. Power BI Dashboards
B. Automated Email Replies
C. Sales Recommendations
D. AI-Based Content Generation
Answer: CD
NEW QUESTION 139
What is the primary purpose of creating a unified customer profile in Dynamics 365 Customer Insights?
A. To provide a personalized view of customer data across multiple sources.
B. To generate financial reports.
C. To configure user roles.
D. To manage marketing campaigns.
Answer: A
NEW QUESTION 140
Which components are essential for creating a unified customer profile in Dynamics 365 Customer Insights? (Choose two.)
A. Data Sources
B. Calculated Fields
C. Data Matching Rules
D. Power BI Reports
Answer: AC
NEW QUESTION 142
What happens when you select the “Track” button in the Dynamics 365 App for Outlook?
A. The email is deleted from the Outlook inbox.
B. The email is forwarded to another user.
C. The email is moved to a spam folder.
D. The email is linked to a Dynamics 365 record.
Answer: D
NEW QUESTION 143
An organization wants to synchronize their emails, appointments, and tasks with Dynamics 365. They also want to enable auto-tracking for specific emails. What configurations should be applied? (Choose three.)
A. Configure Mailbox Records
B. Set up Server-Side Sync
C. Configure Data Export Profiles
D. Enable Auto-Tracking
E. Create Business Process Flows
Answer: ABD
NEW QUESTION 144
What must be configured before enabling Server-Side Sync for a user’s mailbox?
A. Security Role Settings
B. Mailbox Record
C. Marketing Lists
D. Business Process Flows
Answer: B
NEW QUESTION 145
You are configuring offline mode for a model-driven app on a customer project. You need to ensure that the customer is aware of the capabilities and limitations of offline mode. Which two facts should you convey? (Each correct answer presents a complete solution. Choose two.)
A. System views are supported on tables, whereas personal views are unsupported.
B. Users must manually advance offline qualified leads.
C. Column-level security is supported.
D. Appointments will auto-send invites to recipients.
Answer: AB
Explanation:
– Supported type of views (option A): Only system views and quick views are supported in mobile offline. Personal views aren’t supported.
– Qualify a lead (option B): When a lead created in mobile offline is qualified and when the user goes online, the business process stage shows the qualified stage. The user has to manually select Next stage to move to the next stage.
https://learn.microsoft.com/en-us/power-apps/mobile/offline-limitations
NEW QUESTION 146
Drag and Drop
Your sales team indicates there are too many fields on accounts in Copilot for Sales. You need to remove certain fields from the Copilot for Sales account form. Which three actions should you perform in sequence before saving and publishing the form? (To answer, move the appropriate actions from the list of actions to the answer area. Arrange the three actions in the correct order.)
Answer:
Explanation:
https://learn.microsoft.com/en-us/microsoft-sales-copilot/customize-forms-and-fields
NEW QUESTION 147
Drag and Drop
You manage the Dynamics 365 Customer Insights applications at a cosmetics retail firm. Your marketing team wants to be able to branch contacts in a journey to receive a premium offer email if the contacts’ total spend in the past 12 months is greater than $500. However, data on lifetime spend is not an attribute in the Contact table or any standard related tables in Microsoft Dataverse. Within Dynamics 365 Customer Insights – Data, you have ingested a table named “CustomerSpendTrailing12” that includes all customer transactions made in the past 12 months. The spend is held per transaction in a column named Amount. You need to enable the marketing team to execute this journey branch design without making changes to standard tables in Dataverse. 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:
https://learn.microsoft.com/en-us/dynamics365/customer-insights/data/dataverse-measures
https://learn.microsoft.com/en-us/dynamics365/customer-insights/data/measure-builder
NEW QUESTION 148
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