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Reference: https://learn.microsoft.com/en-us/credentials/certifications/resources/study-guides/mb-280
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Microsoft Dynamics 365 Customer Experience Analyst Sample Questions:
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?
- A. You must create a separate Power Query data source for each table you wish to ingest.
- B. You must select Power Query as an import method when creating the data source.
- C. After you save a Power Query data source, you have to manually trigger the initial refresh process.
- D. You can only add additional columns to the dataset in Power Query before the data source is created in Customer Insights - Data.
Correct Answer: C π³οΈ
Explanation: Only visible for RealVCE members. You can sign-up / login (it's free).
A company is using Dynamics 365 Sales to provide quotes to their customers.
Preferred customers must be granted a separate flat rate discount on specific products, depending on their countries or regions. What should you create?
- A. A sequence command step.
- B. A product bundle for each country/region.
- C. A discount list for Preferred Customers.
- D. A price list for the currency of each country/region.
Correct Answer: D π³οΈ
Explanation: Only visible for RealVCE members. You can sign-up / login (it's free).
DRAG DROP
You are implementing Dynamics 365 Sales for a beverage company.
The company sells drinks by individual cans, by the dozen, or by the case of 48 cans as follows:
There are three flavors: strawberry, vanilla, and chocolate.
Each can costs $5.00.
A dozen cans cost $55.00.
Each case has four dozen cans and costs $200.00.
A combination case includes a dozen cans of each flavor and costs $160.00.
Purchases of four or more cases receive an extra 10 percent off the price.
You need to set up the product catalog.
Which components should you use? To answer, move the appropriate components to the correct entry descriptions. You may use each component once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Correct Answer:
Explanation:
The founder has edited the Salesperson security role to allow the carer to use the Corgi meet-up business process flow, as shown in the following
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.
Correct Answer:
Explanation:
The configurations in the Salesperson security role will determine the access and visibility the carer has to the
" Corgi meet-up " business process flow. The carer should be able to view and interact with specific business process flows on the Pet records based on the permissions configured by the founder.
* Business Process Flow Access Configuration:
* The image shows that the " Salesperson " security role has the " Create, " " Read, " " Write, " " Delete, " " Append, " and " Append To " permissions set for the " Corgi meet-up " process.
* The green circle indicates permissions at the Organization level, meaning the carer can access all records associated with the " Corgi meet-up " business process flow across the entire organization.
* Visibility of Business Process Flows on Pet Records:
* Since the carer has these permissions at the Organization level, they will be able to see all business process flows related to pet records that have been set up by the founder.
* In this case, the answer provided in the image indicates that the carer will be able to see business process flows that were created by both the founder and new flows initiated by the carer themselves on the Pet records.
* Switch Process Dialog Visibility:
* The switch process dialog will allow the carer to select from multiple business process flows that are applicable to a given record.
* According to the selection options provided, if both the " Corgi meet-up " and the " Onboard new pet " flows are available, and they are configured to be accessible by the Salesperson role, the carer should be able to see both flows when using the switch process dialog. This aligns with the provided answer choices, which indicate that both flows are visible when switching.
References from Microsoft Documentation:
* Microsoft's official documentation on configuring Security Roles in Dynamics 365 provides detailed guidance on setting permissions for different entities and processes. More information can be found in the Dynamics 365 security model documentation: Manage security, users, and teams
* For Business Process Flow configurations, including permissions and visibility settings, refer to the guide on Create a business process flow in Dynamics 365.
This setup ensures that the carer has the appropriate level of access to perform their duties, specifically in handling pet records and business processes like the " Corgi meet-up. " If you have further questions or need more details on this configuration, feel free to ask!
DRAG DROP
You are implementing Dynamics 365 Sales at a new organization. All users will be using the Sales Hub app.
You need to assign the appropriate out-of-the-box security roles.
Using the principle of least access, which roles should you assign? To answer, move the appropriate roles to the correct users. Each role may be used once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Correct Answer:
Explanation:
Retail assistant - Salesperson
The retail assistant can create and update accounts and contacts but cannot edit the product catalog. The Salesperson role provides access to manage accounts and contacts but does not include permissions for product catalog management.
Executive - Sales team member
The executive only adds notes to accounts and contacts. The Sales team member role has minimal access and is appropriate for a user who only needs to add notes.
Territory manager - Sales manager
The territory manager is responsible for forecasting and product management, which aligns with the Sales manager role, as it includes permissions for managing forecasts and overseeing sales activities.
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