MB-280 Exam Dumps - Microsoft Dynamics 365 Customer Experience Analyst

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Question # 9

A company is using Dynamics 365 Sales to track their sales pipeline.

Sales managers require their forecasting to include reasons why opportunities were lost, including losses to competitors.

You need to configure the sales process WITHOUT using custom code.

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

NOTE: Each correct selection is worth one point.

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Answer:

Explanation:

Requirement: Add the Type of Loss

To track reasons for lost opportunities, including specifics like losses to competitors, you need to provide additional details on why an opportunity was closed as lost.

The Status Reason field can be customized to include specific reasons for the loss. This field is used within the context of the Opportunity entity and allows the addition of options to detail specific loss types.

By modifying the Status Reason option set, you can add various reasons (like " Lost to Competitor " ) which will appear as options when closing an opportunity as lost.

[Reference: Microsoft Documentation - Customize Status Reasons for Opportunities, Steps to Modify the Status Reason Option Set:, Go to Settings > Customizations > Customize the System., Locate the Opportunity entity and open its Fields section., Find and select the statuscode (Status Reason) field., Add new options to represent specific loss types and save the changes., Publish the customization to make the new Status Reason options available for users., Requirement: Record the Loss for Forecasting, Sales managers need to include lost opportunities and their reasons in forecasting. To ensure that this information is captured accurately, modifying the Opportunity Close form will allow users to specify details when marking an opportunity as closed (won or lost)., By customizing the Opportunity Close form, you can include fields that capture detailed information required for forecasting, such as the type of loss and any competitor information. This ensures that loss details are available for analysis and forecasting without needing custom code., Reference: Microsoft Documentation - Customize Opportunity Close Experience in Dynamics 365, Steps to Modify the Opportunity Close Form:, In the Sales Hub, navigate to App Settings > Close Opportunity Experience., Customize the Opportunity Close form to include fields that are relevant to capturing loss information, such as adding fields for competitors or reasons., Save and publish the form to reflect the changes., By modifying the Status Reason option set and customizing the Opportunity Close form, you enable the sales team to record detailed reasons for lost opportunities, which will support accurate forecasting and analysis, all without using custom code., , New, ]

Question # 10

You are customizing a workspace in the sales accelerator.

The workspace must display the industry of a company.

You need to configure the work item appearance for a company.

Which two settings should you modify? To answer, select the appropriate UI element in the answer area.

NOTE: Each correct selection is worth one point.

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Question # 11

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.

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Question # 12

You are the Dynamics 365 administrator for a group of financial advisors.

Advisors must use one business process flow to guide them through the standard lead to invoice process.

Each table has the following number of stages and steps:

You need to modify the business process flow to make it valid. What should you reduce?

number of steps per stages

number of tables

total number of steps

total number of stages

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Question # 13

A company uses Microsoft SharePoint document management in Dynamics 365 Sales to store contracts.

The company wants only the contracts team to have access to the documents. The contracts team has a custom security role.

You need to restrict privileges to secure the documents.

What should you do?

Create a new security role in Dynamics 365 Sales.

Update the users list in the SharePoint site.

Update privileges in the Dynamics 365 Sales security role of the contract team.

Create a new group in the SharePoint site.

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Question # 14

You need to ensure the active stage of the business process flow is visible in a view on the Pet table that you share with the founder.

Which two actions should you perform to meet the founder ' s requirements? Each correct answer presents a complete solution. (Choose two.)

NOTE: Each correct selection is worth one point.

Create a new column on the Pet table and use a cloud flow to write the active stage from the Onboard new pet table to the new column

Create a new column on the Onboard new pet table and use a cloud flow to write the active stage from the Pet table to the new column.

Using the Active Pets view, edit the columns to add the new columns, save the edited view as a new view, and then share the view with the owner.

Using the My Pets view, edit the columns to add the new columns, save the edited view as a new view, and then share the view with the owner.

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Question # 15

You use business process flows for all Dynamics 365 opportunities. Some opportunities are closed before business process flow durations are calculated. You need to ensure that business process flow duration values are calculated.

Solution: On the last stage of the business process flow, select Finish.

Does this meet the goal?

Yes

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Question # 16

You are working on a Dynamics 365 implementation for a customer. They need to ensure that users follow standardized business processes when entering information.

You need to create a business process flow to meet this requirement.

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.