Question # 1
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. primary unit | B. related unit | C. base unit |
C. base unit
Explanation:
In Dynamics 365 Sales, when setting up aunit group, you must first define thebase unit. This is the fundamental unit of measurement for a product and serves as the foundation for defining related units within the group.
For the battery manufacturer, defining abase unit(such as a single battery) is necessary before configuring related units for boxes of 12 and cases of 24 boxes, as these will be multiples or related units derived from the base unit.
[Reference:Microsoft Documentation - Create Unit Groups and Units, ]
Question # 2
You need to enable the Dynamics 365 App for Outlook for the sales team.
You need to perform the prerequisite actions before you can add the app for all users.
Which two actions should you perform? Each correct answer presents part of the solution. Choose two.
NOTE: Each correct selection is worth one point. |
A. Enable mailboxes. | B. Add the Dynamics 365 App to Outlook desktop app. | C. Add the Dynamics 365 App for Outlook security role. | D. Enable sending on behalf of other users setting. |
A. Enable mailboxes.
C. Add the Dynamics 365 App for Outlook security role.
Explanation:
Enable Mailboxes:
To use the Dynamics 365 App for Outlook, each user’s mailbox must be enabled for server-side synchronization. This ensures that emails, appointments, and tasks can sync between Outlook and Dynamics 365.
Without enabling the mailboxes, the synchronization won’t be functional, making it a critical prerequisite.
[Reference:Microsoft Documentation - Enable Mailboxes for Dynamics 365, Add the Dynamics 365 App for Outlook Security Role:, Users need to be assigned theDynamics 365 App for Outlook security roleto access the app. This role grants the necessary permissions to interact with Dynamics 365 through Outlook., Assigning this role ensures that users have the correct access rights to use the app within their Outlook environment., Reference:Microsoft Documentation - Security Roles for Dynamics 365 App for Outlook, ]
Question # 3
The remote sales workforce of your organization has been using the integrated Teams chat to collaborate internally. To save time, you indicate to the sales leader that suggested contacts can be displayed when a seller starts a new connected chat.
The sales leader asked you to configure the ability to use suggested contacts.
Which three users can you use as a rule for suggesting contacts? Each correct answer presents a complete solution. Choose three.
NOTE: Each correct selection is worth one point.
|
A. The user assigned as your manager on your system user record. | B. The Record Owner of your linked business unit. | C. The Record Owner of the initiating record. | D. The Created By of the initiating record. | E. The Last Modified By of the initiating record. |
A. The user assigned as your manager on your system user record.
C. The Record Owner of the initiating record.
D. The Created By of the initiating record.
Explanation:
Manager on System User Record:
Suggested contactsin Teams can include users directly linked to the individual starting the chat. Themanagerassigned on the user’s system record can be a suggested contact, as this is a common relationship that suggests frequent communication.
Record Owner of the Initiating Record:
Theowner of the recordbeing discussed or acted upon is also likely to be a suggested contact. This is because the owner has primary responsibility for the record and would commonly need to be consulted or informed about actions related to it.
Created By of the Initiating Record:
If the user is theCreated Byfor a record, they are associated with its initial setup or creation. As a result, they may be suggested when actions on that record are taken since they are familiar with its origins.
[Reference:Microsoft Documentation - Configure Suggested Contacts for Dynamics 365 and Teams, These selections align with the rules typically used for suggesting contacts in integrated Teams chats, ensuring relevant parties are automatically suggested based on record associations and user relationships., ]
Question # 4
A company plans to use server-side synchronization to synchronize emails, tasks, and appointments between Microsoft Exchange and Dynamics 365 Sales.
The salespeople want to know when their emails will be synced.
You need to describe the server-side synchronization frequency for the salespeople.
How should you describe the frequency? |
A. user-defined | B. constant | C. equal intervals | D. dependent on volume |
C. equal intervals
Explanation:
Server-side synchronizationtypically syncs atequal intervals, which can be configured in Dynamics 365. These intervals determine how often data is synchronized between Microsoft Exchange and Dynamics 365 Sales, affecting emails, tasks, and appointments.
The synchronization frequency can be adjusted by the administrator but operates at consistent, regular intervals by default.
[Reference:Microsoft Documentation - Server-Side Synchronization and Sync Intervals, ]
Question # 5
One of the data sources being ingested into Dynamics 365 Customer Insights - Data is Microsoft Dataverse. During the unification process, you need to identify the primary key.
Which three data types can you use as a primary key attribute? Each correct answer presents a complete solution. Choose three. NOTE: Each correct selection is worth one point. |
A. Integer | B. Whole Number | C. String | D. Boolean | E. GUID |
B. Whole Number
C. String
E. GUID
Explanation:
In Dynamics 365 Customer Insights - Data,primary key attributesmust uniquely identify records and be consistent across the data source.
Whole NumberandGUIDare commonly used data types for primary keys because they can uniquely identify records and are natively supported for primary keys in databases.
Stringcan also be used as a primary key if it uniquely identifies each record (e.g., an email address).
IntegerandBooleanare generally not used as primary keys in Customer Insights because they may not provide unique identifiers suitable for all scenarios.
[Reference:Microsoft Documentation - Configure Primary Key in Dynamics 365 Customer Insights, ]
Question # 6
You need to update the role configuration for the digital sales team to enable the capability requested. What two actions should you perform? Each correct answer presents part of the solution. Choose two. NOTE: Each correct selection is worth one point. |
A. Grant View Audit Summary permissions to the Digital seller security role. | B. Assign the Sales Copilot user role to the members of the digital sales team. | C. Grant View Audit History permissions to the Digital seller security role. | D. Grant View Audit Partitions permissions to the Digital seller security role. |
B. Assign the Sales Copilot user role to the members of the digital sales team.
C. Grant View Audit History permissions to the Digital seller security role.
Explanation:
To enable the digital sales team's request to use Copilot for summarizing changes to lead records, you need to ensure that they have the necessary permissions and access to the required features. Here’s how to proceed:
Assign the Sales Copilot User Role:
Dynamics 365 Copilot in Sales is a feature that assists users by providing insights and summaries based on data within the system.
To allow the digital sales team to access and utilize Copilot's capabilities, they must have theSales Copilot user roleassigned. This role enables users to interact with Copilot and benefit from its AI-driven functionalities such as summarizing changes and insights in records.
Microsoft Documentation Reference:Dynamics 365 Sales Copilot Setup
Grant View Audit History Permissions:
TheView Audit Historypermission is essential for team members to access audit logs, which is necessary for reviewing and summarizing changes made to lead records.
Enabling this permission will allow the digital sales team to view a history of modifications in lead records, thus allowing them to generate summaries based on this audit trail.
The View Audit Summary permission specifically lets them see summaries of audit data, which complements Copilot’s functionality by allowing Copilot to access detailed change history for summarization.
Microsoft Documentation Reference: Security Roles and Privileges
By implementing these two actions, the digital sales team will have both the necessary access to Copilot features and the required permissions to audit lead record changes, enabling them to leverage Copilot for summarizing changes to leads effectively.
Question # 7
You need to update the role configuration for the digital sales team to enable the capability requested. What two actions should you perform? Each correct answer presents part of the solution. Choose two. NOTE: Each correctselection is worth one point. |
A. Grant View Audit Summary permissions to the Digital seller security role. | B. Assign the Sales Copilot user role to the members of the digital sales team. | C. Grant View Audit History permissions to the Digital seller security role. | D. Grant View Audit Partitions permissions to the Digital seller security role. |
B. Assign the Sales Copilot user role to the members of the digital sales team.
C. Grant View Audit History permissions to the Digital seller security role.
Explanation:
To enable the digital sales team's request to use Copilot for summarizing changes to lead records, you need to ensure that they have the necessary permissions and access to the required features. Here’s how to proceed:
Assign the Sales Copilot User Role:
Dynamics 365 Copilot in Sales is a feature that assists users by providing insights and summaries based on data within the system.
To allow the digital sales team to access and utilize Copilot's capabilities, they must have theSales Copilot user roleassigned. This role enables users to interact with Copilot and benefit from its AI-driven functionalities such as summarizing changes and insights in records.
Microsoft Documentation Reference:Dynamics 365 Sales Copilot Setup
Grant View Audit History Permissions:
TheView Audit Historypermission is essential for team members to access audit logs, which is necessary for reviewing and summarizing changes made to lead records.
Enabling this permission will allow the digital sales team to view a history of modifications in lead records, thus allowing them to generate summaries based on this audit trail.
The View Audit Summary permission specifically lets them see summaries of audit data, which complements Copilot’s functionality by allowing Copilot to access detailed change history for summarization.
Microsoft Documentation Reference:Security Roles and Privileges
By implementing these two actions, the digital sales team will have both the necessary access to Copilot features and the required permissions to audit lead record changes, enabling them to leverage Copilot for summarizing changes to leads effectively.
Question # 8
You have opportunities that have values in multiple currencies. You manually update currency exchange rates once per month. You need to ensure that currency values are accurately reported. When is the new currency exchange rate applied to the opportunity records? |
A. When an opportunity changes the status reason. | B. When the calculate rollup field system job for the msdyn_projectteam table runs. | C. When the calculate rollup field system job for the account table runs. | D. When an opportunity changes the status. |
A. When an opportunity changes the status reason.
Explanation:
In Dynamics 365 Sales, currency exchange rates are applied to opportunity records when specific triggers occur. These exchange rates are updated manually on a periodic basis (e.g., once a month) to reflect current currency values.
Exchange rates are recalculated for an opportunity when there is a change in the status reason(e.g., from open to won or lost). This trigger ensures that the most recent exchange rate is used when key changes occur in the opportunity lifecycle, maintaining accurate currency reporting.
[Reference:Microsoft Documentation - Currency Management in Dynamics 365, ]
Question # 9
A company is implementing the Dynamics 365 Sales mobile app.
The company requires setup of several push notifications for sellers who use the app.
You need to create the push notifications.
Which feature should you use? |
A. Plug-in | B. Cloud flow | C. Classic Dataverse workflow |
B. Cloud flow
Explanation:
Understanding the Requirement:
The company wants to send push notifications to sellers using the Dynamics 365 Sales mobile app. This requires setting up automated notifications triggered by certain events or conditions.
Solution - Using Cloud Flows:
Cloud flowsin Power Automate are ideal for creating automated workflows that can trigger push notifications based on events in Dynamics 365.
Power Automate provides connectors for Dynamics 365 Sales and mobile notifications, enabling the setup of push notifications without requiring custom code or plugins.
[Reference:Microsoft Documentation - Set Up Cloud Flows with Power Automate, Steps to Create a Cloud Flow for Push Notifications:, Go toPower Automateand create a new Cloud Flow., Set up a trigger based on a Dynamics 365 event (e.g., when a record is created or updated)., Add an action to send a push notification to the user’s mobile device., Customize the notification message and publish the flow to activate the notifications., Using Cloud Flows in Power Automate enables dynamic push notifications for mobile users, providing timely updates to sales team members based on real-time data changes., ]
Question # 10
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. additional filters | C. multiple columns | D. premium forecasting | E. premium forecasting |
B. additional filters
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 filterscan 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 toSales>Forecasts, and select or create a new forecast.
In the forecast settings, navigate toFiltersand 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:Microsoft Documentation - Configure Filters in Forecasts, 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., ]
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Microsoft Dynamics 365 Customer Experience Analyst Exam Dumps
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