Microsoft MB-280 Exam Questions Instant Access

Question 1

A company manually assigns leads to salespeople.

The sales manager requires automated lead assignment rules. An administrator enables the feature. However, you are unable to access the Assignment rules area.

You need to request access from the administrator.

Which security role should you request?

ASales Manager

BPlaybook Manager

CVice President of Sales

DSequence Manager

Answer : D

Dynamics 365 Sales, Create and activate assignment rules

You can create and manage sequences and assignment rules through navigating to 'Personal Settings' area if users have sequence manager role.

https://community.dynamics.com/forums/thread/details/?threadid=36a7818d-0ff5-48c8-a9ea-f9b25d8d9e7e

Question 2

A company manufactures widgets. Widgets can be sold in the following ways:

The company discovers that customers want to buy widgets individually.

You need to add a unit named Each.

What should you do?

ACreate the unit Each with Box as the base unit.

BSet Each as the primary unit.

CUpdate the unit Box with Each as the base unit

DMake Each the base unit for all units.

Answer : D

In Dynamics 365 Sales, unit groups define how products are sold in different quantities. The base unit is the smallest unit of measure in a unit group. Since customers now want to buy widgets individually, the smallest unit (Each) should be set as the base unit for all other units (Box, Case, and Pallet).

Question 3

You need to build a trigger-based journey to send the "Getting started" emails requested by the global sales lead. Which trigger should you use to start the journey?

ADataverse record change trigger

BCustom trigger with lead profile data

CCustom trigger with contact profile data

DEmail Link Clicked interaction trigger

Answer : A

To build a trigger-based journey that sends 'Getting started' emails when an opportunity is marked as 'Won,' the appropriate trigger to use is the Dataverse record change trigger. This trigger is specifically designed to initiate actions based on changes in Microsoft Dataverse records, which are integral to Dynamics 365.

Here's the detailed reasoning:

Dataverse Record Change Trigger:

The Dataverse record change trigger is used to initiate journeys when there is a change in a record within Dataverse, such as an opportunity's status.

Since the requirement is to send a 'Getting started' email once an opportunity status changes to 'Won,' this trigger can detect the status update in real-time.

Using this trigger, you can specify the criteria for the journey to start, such as filtering for opportunities with a status of 'Won,' thus automating the email sending based on this condition.

Why Not Other Triggers?

Custom trigger with lead profile data and Custom trigger with contact profile data: These are generally used for initiating journeys based on custom events or data points outside of standard Dataverse records, which isn't applicable here as the journey is triggered by an opportunity status change, a native Dataverse record.

Email Link Clicked Interaction Trigger: This trigger is used to follow up after an email link is clicked, which does not align with the scenario. The journey must start based on an opportunity status change, not email interaction.

Microsoft Dynamics 365 Reference:

Create and manage trigger-based journeys

Work with Dataverse triggers in journeys

By using the Dataverse record change trigger, you ensure that the journey aligns directly with the sales process and automatically sends the 'Getting started' email when an opportunity reaches the 'Won' status, as requested by the global sales lead.

Question 4

A company has three business units. User privileges are set to ensure that users can only see records owned by their own business units.

If a contact is needed for all business units, one contact record must be created for each business unit. A contact is considered a duplicate if the First Name, Last Name, Email or Preferred Phone, and Business Unit columns match.

You must ensure that duplicate records are NOT created for contacts.

You need to create the duplicate detection rules.

Which two filters should you configure? Each correct answer is part of the complete solution. (Choose two.)

NOTE: Each correct selection is worth one point.

AFirst Name and Last Name and Preferred Phone and Business Unit

BFirst Name and Last Name and Email and Business Unit

CFirst Name and Last Name and Preferred Phone

DFirst Name and Last Name and Owner

EFirst Name and Last Name and Email

Answer : A, B

First Name, Last Name, and Business Unit must be match in both filter.

Additionally Preferred Phone in one of the filters.

Also Email in the other filter.

Question 5

You are working in Dynamics 365 Sales. You turn on the visibility of the Dynamics 365 Sales records in the channel.

A user working with leads is unable to pin the view into Microsoft Teams.

You need to identify the issue.

What should you do?

ADisable the Turn on the linking of Dynamics 365 records to Microsoft Teams channels option.

BEnable the Turn on Enhanced Microsoft Teams Integration option.

CEnable the External links within Teams option.

DAdd users to the Teams channel.

EAdd users to the correct security role.

Answer : B

For users to pin views of Dynamics 365 Sales records in Microsoft Teams, Enhanced Microsoft Teams Integration must be enabled. This feature allows users to seamlessly work with Dynamics 365 records within Teams and ensures proper synchronization between the two platforms.

Question 6

You use the Dynamics 365 Sales mobile app.

Users must receive a push notification when they are assigned to a lead record.

You need to create the push notification.

Which tool should you use?

AMicrosoft Power Automate

BMicrosoft Dynamics 365 App for Outlook

CBusiness process flow

DAssistant for Microsoft Dynamics 365 Sales

Answer : A

Question 7

A company deploys Dynamics 365 Sales.

You are deploying Dynamics 365 App for Outlook to all users in the environment. You complete the following steps of the deployment:

Assign all users the required security privileges.

Enable and test all mailboxes.

Users report that the app is NOT visible within their Outlook client.

You need to make Dynamics 365 App for Outlook available to all users.

Which two actions should you perform? Each correct answer presents a complete solution. (Choose two.)

NOTE: Each correct selection is worth one point.

AAdd the app for all users.

BShare the app with all users.

CAssign the Dynamics 365 App for Outlook User security role to all users.

DInstruct users to install the app.

EProvide the app URL to the users.

Answer : A, D

Deploy and install Dynamics 365 App for Outlook

Step 1: Set the default synchronization method [Assume done]

Step 2: Test email configuration and enable mailboxes [Done]

Step 3: Provide security role access [Done]

The security role Dynamics 365 App for Outlook User is available from build 9.1.0.4206 or later. If a user doesn't have this security role or its underlying privileges, they'll receive the following error: You haven't been authorized to use this app. Check with your system administrator to update your settings. You must add users to this role so they can use Dynamics 365 App for Outlook. This will ensure that the users have the basic privileges needed to access App for Outlook.

Step 4: Install App for Outlook

Follow these steps to push Dynamics 365 App for Outlook to selected users, all users, or have users install it themselves as needed.

Step 4.1: Push the app to your users

1. To push the app to your users, from your app, go to Settings > Advanced Settings.

2. Go Settings > Dynamics 365 App for Outlook.

3. The Getting Started with Microsoft Dynamics 365 App for Outlook page lists all eligible users that can use App for Outlook. You have several different options on how you can deploy the app to your users.

4. Etc.

Step 4.2: Have users install App for Outlook themselves

1. From your app, go to Settings > Advanced Settings.

2. Select the Settings button Settings button., again and then select Apps for Dynamics 365 apps.

3. In the Apps for Dynamics 365 apps screen, under Dynamics 365 App for Outlook, users select Add app to Outlook.

https://learn.microsoft.com/en-us/dynamics365/outlook-app/deploy-dynamics-365-app-for-outlook

Microsoft Dynamics 365 Customer Experience Analyst MB-280 Exam Questions