Microsoft MB-280 Exam Questions Free Practice Test

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Questions # 11:

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?

Options:

Go to the classic editor and remove Create permissions from the security group for sales users.

Go to the form in Customer Insights - Journeys and update the form so that it can either create new leads or update existing leads.

Go to The settings area in Customer Insights - Journeys and ensure the default form matching strategy is selected.

Go to business management settings and enable duplicate detection on leads based on email.

Expert Solution

Answer

Explanation

Requirement Analysis:

The organization is collecting lead data from two sources: a web form created in Customer Insights - Journeys and manual entries by sales users. This setup could lead to duplicate entries if a lead is submitted through the web form and then entered manually by a sales user afterward.

To ensure data integrity and avoid duplication, it is essential to implement a mechanism that identifies and manages duplicates automatically.

Solution - Enabling Duplicate Detection:

In Dynamics 365, duplicate detection can be configured to alert users or prevent the creation of records that already exist based on certain criteria (such as email).

By enabling duplicate detection based on email addresses, the system will compare incoming lead data with existing records and prompt users if a duplicate is identified. This feature will ensure that leads collected from different sources are not duplicated unnecessarily.

Steps to Enable Duplicate Detection for Leads Based on Email:

Navigate to Settings > Data Management > Duplicate Detection Rules in Dynamics 365.

Create a new Duplicate Detection Rule for the Lead entity. Specify that the system should check for duplicate records based on the email field.

Publish the rule and ensure it is activated.

After activation, this rule will prompt users whenever a duplicate email is detected, either from the Customer Insights - Journeys web form or manual entry by sales users.

[Reference: Microsoft Documentation - Configure Duplicate Detection Rules in Dynamics 365, Benefits of Using Duplicate Detection:, This approach does not restrict users from creating leads but ensures that duplicate entries are flagged, allowing users to review and decide whether to proceed., It maintains data cleanliness by preventing unnecessary duplicates while ensuring all valid leads are captured from different sources., By implementing this solution, the organization can effectively manage potential duplicate leads, keeping the data clean and accurate across both Customer Insights - Journeys and Dynamics 365 Sales., , , ]

Questions # 12:

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?

Options:

A discount list for Preferred Customers.

A sequence command step.

A product bundle for each country/region.

A price list for the currency of each country/region.

Expert Solution

Questions # 13:

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?

Options:

Create business units for HospitalA and HospitalB. Open the contact record for the nurse and assign it to a user in HospitalB.

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.

Open the HospitalB record and assign the nurse to a task activity.

Open the contact record for the nurse and create a connection to HospitalB.

Expert Solution

Questions # 14:

The founder has edited the Salesperson security role to allow the carer to use the Corgi meet-up business process flow, as shown in the following

Question # 14

Use the drop-down menus to select the answer choice that completes each statement based on the information presented in the exhibit. NOTE: Each correct selection is worth one point.

Question # 14

Expert Solution

Answer

Answer:

Explanation

C:\Users\Waqas Shahid\Desktop\Mudassir\Untitled.jpg

The configurations in the Salesperson security role will determine the access and visibility the carer has to the "Corgi meet-up" business process flow. The carer should be able to view and interact with specific business process flows on the Pet records based on the permissions configured by the founder.

Business Process Flow Access Configuration:

The image shows that the "Salesperson" security role has the "Create," "Read," "Write," "Delete," "Append," and "Append To" permissions set for the "Corgi meet-up" process.

The green circle indicates permissions at the Organization level, meaning the carer can access all records associated with the "Corgi meet-up" business process flow across the entire organization.

Visibility of Business Process Flows on Pet Records:

Since the carer has these permissions at the Organization level, they will be able to see all business process flows related to pet records that have been set up by the founder.

In this case, the answer provided in the image indicates that the carer will be able to see business process flows that were created by both the founder and new flows initiated by the carer themselves on the Pet records.

Switch Process Dialog Visibility:

The switch process dialog will allow the carer to select from multiple business process flows that are applicable to a given record.

According to the selection options provided, if both the "Corgi meet-up" and the "Onboard new pet" flows are available, and they are configured to be accessible by the Salesperson role, the carer should be able to see both flows when using the switch process dialog. This aligns with the provided answer choices, which indicate that both flows are visible when switching.

References from Microsoft Documentation:

Microsoft’s official documentation on configuring Security Roles in Dynamics 365 provides detailed guidance on setting permissions for different entities and processes. More information can be found in the Dynamics 365 security model documentation: Manage security, users, and teams

For Business Process Flow configurations, including permissions and visibility settings, refer to the guide on Create a business process flow in Dynamics 365.

This setup ensures that the carer has the appropriate level of access to perform their duties, specifically in handling pet records and business processes like the "Corgi meet-up."

If you have further questions or need more details on this configuration, feel free to ask!

Questions # 15:

BDM1 has returned from vacation and needs to catch up on their scheduled tasks and activities.

Which two items can BMD1 select to see a reminder card for the meeting BDM2 scheduled in the assistant? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Question # 15

Expert Solution

Questions # 16:

BDM1 logs into the Sales Hub on June 3. 2024. BDM1 opens the assistant from the navigation bar.

Which two open opportunities will BDM1 see mentioned in the close date coming soon reminder cards? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Question # 16

Expert Solution

Questions # 17:

You are a Dynamics 365 administrator. The sales team uses goals to track actual to target opportunity amounts.

A salesperson reviews their goals chart and observes the following:

• An opportunity updated today is not included in the chart.

• The time period for the goal is not accurate.

You need to resolve these issues.

What should you do? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Question # 17

Expert Solution

Questions # 18:

DRAG DROP

A company uses Dynamics 365 Sales to manage product lines.

You need to set up the product catalog, including the ability for sellers to apply quantity discounts.

In which order should you perform the actions? To answer, move all actions from the list of actions to the answer area and arrange them 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.

Question # 18

Expert Solution

Answer

Answer:

Explanation

A screenshot of a computer Description automatically generated

The correct order of actions to set up a product catalog, including the ability for sellers to apply quantity discounts, is as follows:

Create units.

Add products.

Create price lists.

Add price list items.

Create discount lists.

Create Units:

Start by defining units (e.g., each, box, dozen) for your products. Units specify how products are measured and sold, which is essential for setting pricing and discounts.

This step ensures that all products have consistent units of measure before adding them to the catalog.

[Reference: Microsoft Documentation - Set Up Units in Dynamics 365 Sales, Add Products:, After units are created, add products to the catalog. Each product will have an associated unit and a description that defines it within the catalog., Ensure products are added with complete details to enable proper pricing and discounting later., Reference: Microsoft Documentation - Create and Manage Products, Create Price Lists:, Next, create price lists that define the pricing for products. Price lists can be specific to regions, customer types, or other criteria and are essential for associating products with prices., A price list is necessary for assigning product prices, enabling you to link prices with discount lists in the subsequent steps., Reference: Microsoft Documentation - Set Up Price Lists, Add Price List Items:, Add price list items to assign specific products to price lists and set their prices. This links each product with its pricing based on the price list created earlier., It allows flexibility to have different pricing structures for the same product across multiple price lists if needed., Reference: Microsoft Documentation - Add Price List Items, Create Discount Lists:, Finally, create discount lists to apply quantity discounts on products. Discount lists define percentage or flat rate discounts based on purchase quantities, which can then be applied when products are added to sales orders or quotes., This step ensures that sellers can apply quantity-based discounts, meeting the requirement for the product catalog setup., Reference: Microsoft Documentation - Create and Configure Discount Lists, By following these steps in the specified order, you can set up a product catalog that includes units, products, price lists, price list items, and discount lists, allowing sellers to manage product pricing and apply quantity discounts effectively., , ]

Questions # 19:

You need to create a custom insight card to display tier change notifications per the global sales lead's request.

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.

Question # 19

Expert Solution

Questions # 20:

You are a Dynamics 365 Sales administrator. You create a forecast by using the forecast category layout shown in the exhibit:

Question # 20

Use the drop-down menus to select the answer choice that answers each question based on the information presented in the graphic.

NOTE: Each correct selection is worth one point.

Question # 20

Expert Solution

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