Microsoft Dynamics 365 Customer Experience Analyst MB-280 Exam Practice Test

Page: 1 / 14
Total 121 questions
Question 1

In the weeks leading up to the holiday season, the marketing department sets up a new segment-based journey.

The journey sends a marketing email to all wine enthusiasts who meet the following requirements:

1. The wine enthusiasts have a recorded wine order against their contact record.

2. The wine enthusiasts live in Europe.

You need to ensure that newly added wine enthusiasts also receive this email automatically.

How should you set up the segment?



Answer : B

To ensure that newly added wine enthusiasts automatically receive the marketing email, the segment must dynamically update based on contact data. Using Automatic Refresh, the system continuously updates the segment whenever new contacts meet the specified criteria (wine order history and location in Europe). This ensures that all qualifying contacts, including those added after the segment was initially created, are included in the marketing journey.


Question 2

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?



Answer : B

Since the company uses Microsoft SharePoint for document storage, access to documents is controlled through SharePoint permissions rather than Dynamics 365 security roles.

To restrict document access to only the contracts team, you should update the users list in the SharePoint site where the documents are stored. This involves configuring SharePoint permissions to ensure that only the contracts team (or a specific SharePoint group associated with them) has access to the document library where contracts are stored.


Question 3

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.

After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen,

You recently implemented Dynamics 365 Sales within your organization's sales team. Based on the initial evaluation, adoption is limited as most sales users prefer to work from Microsoft Outlook.

You decide to enable the Dynamics 365 App for Outlook.

You need to perform the various actions required. Each correct action is part of the solution but does NOT solve the problem completely.

Action: From the email settings in the Advanced settings, you migrate email router data from server-side synchronization to Dynamics 365 app for Outlook.

Does this meet the goal?



Answer : A

Correct:

* : From the email settings in the Advanced settings, you migrate email router data from server-side synchronization to Dynamics 365 app for Outlook. [See step 1 below. Use Server-side synchronization]

* You test the email configuration and enable the mailboxes for the Dynamics 365 App for Outlook designated users. [Yes, see step 2 below]

Incorrect:

* Within the system settings and email configuration, you set Process Email Using to Dynamics 365 for Outlook. [No, set this to Server-side synchronization. See step 1 below]

Note:

Deploy and install Dynamics 365 App for Outlook

Step 1: Set the default synchronization method

To use Dynamics 365 App for Outlook, you need to set server-side synchronization for your email processing.

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

2. Go Settings > Administration and then select System Settings.

3. Select the Email tab, and set Process Email Using to Server-Side Synchronization.

Step 2: Test email configuration and enable mailboxes

Enable and test your user mailboxes so they can use Dynamics 365 App for Outlook.


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

Question 4

You need to ensure that a user named User1 can assign salespeople to sales territories. The solution must use the principle of least privilege. To which security role should you assign User1?



Answer : C

To assign salespeople to sales territories, the user needs permissions to manage territory assignments, which is typically a higher-level responsibility.

The Vice president of sales role includes privileges related to managing sales territories, unlike the Sales team member or Salesperson roles, which are more focused on direct sales tasks.

The System customizer role does not specifically grant territory management permissions and is more focused on customization and configuration tasks.


Question 5

You manage a Dynamics 365 Sales environment where users can only view and edit their own records.

User2 is assisting with User1's opportunities while User1 is on vacation. User1 remains the owner of User1's opportunities.

User2 has reported that they CANNOT update User1's opportunities.

You need to diagnose the issue.

What should you do?



Answer : A

Dynamics 365 Sales uses the Opportunity Sales Access Team template to provide access to the opportunity record to all the users connected under the Sales team connection role category. A salesperson who might not have access to a given opportunity record by their assigned security role privileges can still get access when added as a sales team member from this subgrid. This allows the sales team member users to access and work with the opportunity record in Dynamics 365 on a per-record basis. Similarly, when an existing sales team member is deleted from the subgrid, the access to the opportunity record granted via the access team template is also removed.

Note: Use access teams and owner teams to collaborate and share information

When to use access teams

The teams are dynamically formed and dissolved. This typically happens if the clear criteria for defining the teams, such as established territory, product, or volume aren't provided.

The team members require different access rights on the records. You can share a record with several access teams, each team providing different access rights on the record. For example, one team is granted the Read access right on the account and another team, the Read, Write and Share access rights on the same account.

A unique set of users requires access to a single record without having an ownership of the record.


https://learn.microsoft.com/en-us/dynamics365/sales/stakeholders-sales-team-members

https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/use-access-teams-owner-teams-collaborate-share-information

Question 6

You are creating an email for an upcoming campaign. You collect all the information necessary for the email from the email marketing team.

You need to ensure the email marketing team have the minimum required information to set up the email.

Which two fields do you need to complete to save the email? Each correct answer presents part of the solution. (Choose two.)

NOTE: Each correct selection is worth one point.



Answer : B, C

In Dynamics 365 Marketing, when creating an email for a campaign, certain required fields must be completed before the email can be saved. The From Address is essential because it specifies the sender of the email, which is necessary for email configuration. The Subject is also required, as it defines the email's purpose and is a mandatory field for email setup.


Question 7

A company uses Dynamics 365 Sales Professional.

A new enterprise sales owner team must be created. The sales manager will be responsible for adding members and removing members from the team; a developer is available to assist.

You need to create the new team.

Which two values must you configure? Each correct answer presents part of the solution. (Choose two.)

NOTE: Each correct selection is worth one point.



Answer : C, E

Create an owner team

1. Make sure that you have the System Administrator, Sales Manager, Vice President of Sales, Vice President of Marketing, or CEO-Business Manager security role or equivalent permissions.

2. Go to Settings > Security. In Microsoft Dynamics 365 for Outlook, go to Settings > System > Security.

3. Select Teams.

3. On the Actions toolbar, select New button.

5. Enter a team name.

6. Select a business unit. [Only for Dynamics 365 Sales Enterprise].

7. Enter an administrator.

8. Select Owner in Team Type.

9. Complete other required fields, and then select Save.

If you don't select the business unit to which the team will belong, by default, the root business unit is selected. The root business unit is the first business unit created for an organization. [Only for Dynamics 365 Sales Enterprise]


https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/admin/manage-teams

Page:    1 / 14   
Total 121 questions