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Microsoft MB-280 Exam Syllabus Topics:

Topic	Details
Topic 1	Demonstrate Dynamics 365 Customer Insights Capabilities: This section focuses on leveraging customer data to drive sales strategies through Dynamics 365 Customer Insights.
Topic 2	Configure and Customize Dataverse and Model-Driven Apps: This section covers the ability of Dynamics 365 Sales Professionals in the configuration and customization of Dataverse and model-driven apps to meet business needs.
Topic 3	Implement Dynamics 365 Sales: This section focuses on the essential processes for setting up and managing Dynamics 365 Sales effectively for Dynamics 365 Sales Professionals.
Topic 4	Extend and Enhance Dynamics 365 Sales Capabilities: For Dynamics 365 Sales Professionals, this section evaluates the ability to extend Dynamics 365 Sales functionality and integrate it with other applications using Power Platform tools.

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Microsoft Dynamics 365 Customer Experience Analyst Sample Questions (Q119-Q124):

NEW QUESTION # 119
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. advanced features
B. premium forecasting
C. separate views
D. multiple columns
E. additional filters

Answer: E

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.
Reference:
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.

NEW QUESTION # 120
You need to create a Trend chart.
Which two types of columns can you add to the Trend chart? Each correct answer presents a complete solution. (Choose two.) NOTE: Each correct selection is worth one point.

A. Hierarchy related
B. Rollup
C. Simple
D. Calculated

Answer: B,D

Explanation:
Only Roll up and Calculated type columns have the checkbox option for "Show in Trend Chart", for other types of columns (e.g. Quota column which has Simple type) this checkbox option is hidden as shown below:
Note:
Enhanced configuration is available for the Trend chart and Flow chart within Microsoft Dynamics
365 Sales Insights.
Enable Trend chart using the "Show in Trend Chart" checkbox setting:
The Trend chart is now available as a part of the Predictive forecasting feature.
You need to select/deselect the "Show in Trend Chart" checkbox at the time of configuring the specific column inside the forecast configuration.
Navigate to App settings > under Forecast configurations > Open the appropriate "Forecast configuration" record > navigate to the "Layout" step > under the appropriate column (e.g. Won column) > click on the setting icon as highlighted below:
Only Roll up and Calculated type columns have the checkbox option for "Show in Trend Chart", for other types of columns (e.g. Quota column which has Simple type) this checkbox option is hidden as shown below:

NEW QUESTION # 121
Hotspot Question
A company generates leads from a webform. Salespeople manage leads by country/region. All salespeople are part of the same Dynamics 365 Sales team.
The sales manager requires the following functionality:
- Automate lead assignments.
- Ensure each seller can never have more than 20 open leads.
You create a country/region attribute for the process. You must simplify the process. You plan to use segments when possible.
You need to create a lead assignment rule for each country/region.
Which configurations should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.

Answer:

Explanation:

Explanation:
Filter leads for assignment Create a segment to filter the lead source and country/region. Since the company wants to automate lead assignments and use segments, filtering by both lead source and country/region ensures the most refined and effective lead segmentation for assignment.
Assign the country/region to the correct group Assign the country/region to specific sellers.
Since leads must be assigned based on country/region, assigning them to specific sellers ensures that each salesperson is responsible for leads in their designated region.
Distribute leads to salespeople Use load balancing.
Load balancing ensures that each seller never has more than 20 open leads by evenly distributing leads among salespeople, preventing overload and optimizing workload distribution.

NEW QUESTION # 122
Drag and Drop Question
Your sales team has now managed to get all the email communication in place and want to take it a step further by implementing SMS channel.
You need to configure an SMS provider.
Which four actions should you perform in sequence? 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:

Explanation:
Step 1: In General Settings, create a new SMS provider
First: Sign up and create an account with the SMS provider of your choice.
Step 2: Sign in to your sales app and change the area to App Settings.
Dynamics 365 Sales, Configure SMS provider
Set up the SMS provider in Dynamics 365 Sales
To set up the SMS provider number in Dynamics 365 Sales:
1. Sign in to your sales app, and in the lower-left corner of the page, go to Change area > App Settings > SMS providers.
[Step 2]
Step 3: Enter SMS provider-specific values
2. From the tool bar, select New.
3. Select the provider. Accept the Microsoft privacy statement and the provider's consent to handle opt-out commands properly. Then select Next.
4. On the Set up provider page, enter the values depending on the provider you've selected.
Then select Next. [Step 3]
Step 4: Add a unique phone number to Dynamics 365 Sales
5. On the Add phone numbers page, select New phone number.
A pane opens on the right to enter the phone number details.
6. On the Add phone number pane, enter the following details:
Phone number: Specify the SMS number that you purchased from the provider in the
<country_code><phone_number> format; for example, +12345678910. Make sure not to enter blank spaces or special characters. [Step 4] Note:
The phone number must be unique for Dynamics 365 Sales. Don't include numbers that were used to configure message features in other Dynamics 365 apps.
[Details omitted]
7. Select Add.
The phone number is added to the list of phone numbers. You can add multiple numbers for different teams and users according to your organizational requirements.
8. Select Next.
9. On the Review and finish page, review the information that you've provided for the channel and then select Done.

NEW QUESTION # 123
You are configuring Dynamics 365 Sales as part of a new implementation at your organization. Your organization has Sales Professional licensing.
Your organization sells over 100 different types of products across different divisions. A lot of selling occurs at conferences where sellers meet prospects and gather business cards to create leads.
After reviewing the requirements from your business stakeholders, you identify that:
1. Sellers sometimes only want to convert leads gathered at events to contacts before they start tracking any deals with that contact.
2. Sellers must be given multiple different options for specifying the final status of deals they have been tracking.
Your current System Settings is as follows:

Use the drop-down menus to select the answer choice that answers each question. NOTE: Each correct selection is worth one point.

Answer:

Explanation:

Reference:
Steps to Configure the Quality Lead Experience Setting:
Navigate to Settings > Administration > System Settings.
Go to the Sales tab.
Set Qualify lead experience to "Yes" to allow flexibility in lead conversion.
Requirement #2 Explanation:
The requirement states that sellers need different options for specifying the final status of deals.
The Customize close opportunity form setting allows customization of the form where users specify the status reason when closing an opportunity.
By enabling this, you can provide multiple status options, helping sellers specify various outcomes for closed deals (e.g., different statuses for won or lost deals).
Steps to Configure the Customize Close Opportunity Form Setting:
Navigate to Settings > Administration > System Settings.
Go to the Sales tab.
Set Customize close opportunity form to "Yes" to allow adding specific status options when an opportunity is closed.
By setting these configurations, Dynamics 365 Sales will support both the need for flexible lead qualification and provide detailed status options for opportunity closures, aligning with the organization's requirements.

NEW QUESTION # 124
......

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