Microsoft Dynamics 365 Customer Experience Analyst (MB-280) Free Practice Test

Question 1

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. Related products

C. Product bundles

D. Product unit groups

Correct Answer: A

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Question 2

You are working in a manufacturing company that is struggling to get their sales department to input all relevant information into Dynamics 365 for Sales.
You need to deploy the Dynamics 365 App for Outlook for all eligible users as efficiently as possible.
What should you do?

A. Enable the setting to push the app to users in the general environment Settings.

B. Grant the Systems Admin security role to the active directory group containing all eligible users.

C. Select the checkbox to automatically add App for Outlook to all eligible users in Settings.

D. Notify every eligible user to enable it in their personal app Settings.

Correct Answer: C

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Question 3

An organization is using Microsoft Power Query when connecting to data sources in Dynamics 365 Customer Insights - Data. You need to load contacts to Customer Insights - Data using Power Query. Which is an appropriate action to take when using Power Query to ingest data?

A. You can only add additional columns to the dataset in Power Query before the data source is created in Customer Insights - Data.

B. You must create a separate Power Query data source for each table you wish to ingest.

C. After you save a Power Query data source, you have to manually trigger the initial refresh process.

D. You can add additional tables to the data source using Get Data functionality in the Power Query.

Correct Answer: D

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Question 4

The analytics team at your organization has created Power Bl reports that enrich data about your accounts from Dynamics 365 Sales with data NOT contained in Dynamics 365 Sales. The Power Bl reports are referenced by your executive leadership as the primary source of truth about account success metrics. Sales leadership has requested that sales users can see these insights about the accounts they have access to within Dynamics 365 Sales. You need to enable the insights to be available to sales users in Dynamics 365 Sales.
What should you do?

A. Create a dashboard in Dynamics 365 Sales that contains account data.

B. Embed the Power Bl report using contextual filtering for accounts.

C. Provide a link to the Power Bl report in the ribbon on the account form.

D. Embed the Power Bl Dashboard as a dashboard in the Dynamics 365 Sales application.

Correct Answer: B

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Question 5

You are working with your customer to configure duplicate detection across Leads and Accounts.
The rule must:
* find possible Contacts in the system that match the Lead that you are creating based on an exact match of both first and last name.
* exclude Inactive Contacts when presenting potential duplicates.
You need to create a new duplicate detection rule based on these requirements.
Which three actions should you perform? Each correct answer presents part of the solution. Choose three.
NOTE: Each correct selection is worth one point.

A. Set the Base Record Type to " Contact " and Matching Record Type to " Lead. "

B. Add a filter to the rule criteria to check for Status equals " Active. "

C. Add two (2) rows to the rule Criteria for first name exact match and last name exact match.

D. Configure the setting to Exclude inactive matching records.

E. Set the Base Record Type to " Lead " and Matching Record Type to " Contact. "

Correct Answer: A,C,E

Question 6

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?

A. A discount list for Preferred Customers.

B. A sequence command step.

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

D. A product bundle for each country/region.

Correct Answer: C

Explanation: Only visible for TestSimulate members. You can sign-up / login (it's free).

Question 7

You are designing the user experience for sales users at your organization for a variety of tasks.
One of the user experience requirements is for sales users to be able to see information from custom attributes created for originating leads for opportunities WITHOUT having to navigate to the Lead record.
You are already signed in to the correct editing application and you now need to configure the user experience in Dynamics 365 Sales to enable this.
Which five actions should you perform in sequence before saving and publishing your changes? To answer, move the five appropriate actions from the list of actions to the answer area. Arrange the five actions 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

Correct Answer:

Explanation:

The correct order of actions to enable sales users to view information from custom attributes on leads directly within opportunity records, without navigating to the lead record, is as follows:
* Select Tables > Lead.
* In the Forms area, create a quick view form with the required columns.
* Select Tables > Opportunity.
* In the Forms area, select the main form you wish to update.
* Add the quick view form as a component.
Step by Step Comprehensive Detailed Explanation with ALL Microsoft Dynamics 365 References:
* Select Tables > Lead:
* Begin by selecting the Lead table, as the attributes that need to be displayed in the Opportunity form originate from the Lead record. This step ensures that you are working with the correct table that holds the data you need.
Reference: Microsoft Documentation - Access and Customize Tables in Dynamics 365 In the Forms Area, Create a Quick View Form with the Required Columns:
Within the Lead table, go to the Forms section and create a Quick View form. The Quick View form will be designed to include the necessary custom attributes from the Lead table.
This step is crucial as the Quick View form will later be embedded in the Opportunity form to provide context about the originating lead.
Reference: Microsoft Documentation - Create Quick View Forms
Select Tables > Opportunity:
After configuring the Quick View form in the Lead table, navigate to the Opportunity table where you will embed this Quick View form.
In the Forms Area, Select the Main Form You Wish to Update:
Within the Opportunity table, go to the Forms area, and select the Main Form that sales users will use. This is where you will add the Quick View form created from the Lead table.
Reference: Microsoft Documentation - Customize Main Forms in Dynamics 365 Add the Quick View Form as a Component:
Finally, add the previously created Quick View form as a component on the Opportunity Main Form. This will enable the embedded display of lead information, allowing users to view lead data directly within the Opportunity form.
Once added, save and publish the form to make the changes effective.
Reference: Microsoft Documentation - Add Quick View Forms to Other Forms By following these steps, sales users can access lead information within the Opportunity form itself, streamlining their workflow by removing the need to navigate to the Lead record.
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Microsoft Dynamics 365 Customer Experience Analyst (MB-280) Free Practice Test