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

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Question # 9

A company sends its salespeople to trade shows to meet potential customers. One day after the trade shows, the salespeople currently send a follow-up email manually to the potential customers they met. They would like a task to remind them to call the potential customers a week after that.

You need to increase the follow-up rate for salespeople after a tradeshow.

Which actions should you take? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

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Answer:

Explanation:

A close-up of a computer screen Description automatically generated

Automate the Tradeshow Follow-up Process: Implement sequences

Using sequences in Dynamics 365 allows for automating a series of tasks or activities for lead follow-up. Sequences enable you to standardize and automate follow-up tasks, like sending emails and scheduling calls, ensuring salespeople adhere to a consistent process without manual intervention.

Implementing sequences is ideal for the follow-up process as it automates the steps and reduces the reliance on salespeople to manually manage each task.

[Reference: Microsoft Documentation - Create and Manage Sequences, Ensure That the Process Applies Only to Tradeshow Leads: Use segments, Segments are used to filter leads based on specific criteria. By using segments, you can ensure that the automated sequence is triggered only for leads generated from trade shows., This action targets the automation specifically at the tradeshow leads, ensuring that other leads are not inadvertently included in this process., Reference: Microsoft Documentation - Use Segments in Dynamics 365, Ensure Proper Timing of Activities: Set relative due date, Setting a relative due date allows you to define a timeframe between actions in the sequence. For example, the follow-up call task can be scheduled for one week after the initial email., This ensures that tasks are executed with the correct timing, aligning with the desired schedule of following up with potential customers one week after the first contact., Reference: Microsoft Documentation - Schedule Activities with Relative Due Dates, By implementing sequences to automate follow-ups, using segments to filter for tradeshow-specific leads, and setting relative due dates for timely task execution, the company can optimize its post-tradeshow follow-up process and enhance the likelihood of successful customer engagement., , ]

Question # 10

Your organization has been noticing some peculiar field changes on certain records and wants to know what is causing this. You need to audit user access and updates for several custom tables.

Which two boxes must be checked as prerequisites steps? To answer, select the appropriate check boxes in the answer area. NOTE: Each correct selection is worth one point.

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Question # 11

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?

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

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

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

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

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Question # 12

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?

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.

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Question # 13

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?

primary unit

related unit

base unit

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Question # 14

HOTSPOT

You are creating a business process flow named "Onboard new pet" to support onboarding of new clients for a pet care business.

A partially completed business process flow is shown in the following exhibit.

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.

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Question # 15

DRAG DROP

You are a Dynamics 365 Sales system customizer.

Salespeople report that they cannot search for open and closed opportunities using the search tool in the Quick Find View.

You need to configure the search tool to show the open and closed opportunities in the Customize the System area.

Which three actions should you perform in sequence? To answer, move the three appropriate actions from the list of actions to the answer area. Arrange the three actions in the correct

order.

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Question # 16

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: Change the opportunity to an inactive state. Does this meet the goal?

Yes

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