Pass Guaranteed Microsoft MB-280 - Marvelous Exam Dumps Microsoft Dynamics 365 Customer Experience Analyst Zip
Pass Guaranteed Microsoft MB-280 - Marvelous Exam Dumps Microsoft Dynamics 365 Customer Experience Analyst Zip
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Microsoft Dynamics 365 Customer Experience Analyst Sample Questions (Q21-Q26):
NEW QUESTION # 21
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, remove the Lost column, and add a new calculated column.
- B. Create a new 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. Edit the existing forecast and update the Amount column in the layout.
Answer: D
Explanation:
* Since the sales manager wants the Lost column in the forecast to reflect the Total Detail Amount, which is item-driven, you should update the Amount column in the existing forecast layout.
* By editing the existing forecast and changing the source for the Amount column to the Total Detail Amount, you can ensure the forecast accurately reflects item-based revenue calculations without needing to create a new forecast or add calculated columns.
NEW QUESTION # 22
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 are a. Arrange the four actions in the correct order.
Answer:
Explanation:
Reference:
Create a 1
Self-Referential Relationship and Mark It as Hierarchical:
Establish a self-referential relationship within the Account Plan table where one record can be linked to another within the same table. Choose a 1 relationship type, where one parent account plan can have multiple subsidiary account plans.
Mark this relationship as hierarchical to enable visual representation of the hierarchy. This is essential for tracking parent-subsidiary structures in a hierarchical view.
Open the Advanced Relationship Settings:
After setting up the hierarchical relationship, go to the Advanced Relationship Settings. This allows you to fine-tune options related to cascading behavior, which will control how changes in parent records impact related child records.
Go to the Hierarchy Settings Grid View:
Finally, navigate to the Hierarchy Settings to configure the visualization settings for this relationship. The Hierarchy Settings will enable you to define how the hierarchy is displayed, allowing users to see the parent-child relationships clearly.
Once configured, publish the changes so that users can access the hierarchical view within the system.
By following these steps, you will have configured the new custom account plan table with hierarchical visualization, meeting the requirements to manage and display complex parent-child relationships within your Dynamics 365 system.
NEW 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. base unit
- B. related unit
- C. primary unit
Answer: A
NEW QUESTION # 24
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. separate views
- B. multiple columns
- C. premium forecasting
- D. additional filters
- E. advanced features
Answer: D
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 # 25
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.
- A. Re-publish the lead scoring models to allow the system to capture the insights.
- B. Set all leads to Active state to capture the insights.
- C. Set automatic lead scores cleanup to No lo capture the scoring.
- D. Assign the Lead Score Viewer security role to the users.
Answer: D
Explanation:
* For team members to view lead scoring insights, they must have appropriate permissions, specifically the Lead Score Viewer role in Dynamics 365 Customer Insights - Journeys.
* Even though the lead scoring models are published and live, without the correct security role, users will not have access to view the insights.
* Assigning the Lead Score Viewer role ensures that the users have the necessary access rights to review the lead scoring insights generated by the models.
NEW QUESTION # 26
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