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Microsoft MB-280 Exam Syllabus Topics:
Topic
Details
Topic 1
- Extend and Enhance Dynamics 365 Sales Capabilities: For Dynamics 365 Sales Professionals, this section evaluates the ability to extend Dynamics 365 Sales functionality and integrate it with other applications using Power Platform tools.
Topic 2
- Demonstrate Dynamics 365 Customer Insights Capabilities: This section focuses on leveraging customer data to drive sales strategies through Dynamics 365 Customer Insights.
Topic 3
- Implement the Dynamics 365 App for Outlook: This section emphasizes the integration of Dynamics 365 with Outlook to enhance productivity and streamline sales processes for Dynamics 365 Sales Professionals.
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Microsoft Dynamics 365 Customer Experience Analyst Sample Questions (Q31-Q36):
NEW QUESTION # 31
You install LinkedIn Sales Navigator into Dynamics 365 Sales.
The company wants to automatically populate the LinkedIn Profile for the lead contact when following up on a lead.
You need to configure the system.
What should you do?
- A. Create a new column that has a URL format add the column to the Leads form, and paste the LinkedIn URL for leads.
- B. Add a control to the Last Name column on the Lead form.
- C. Add the LinkedIn Sales Navigator control to the contact form.
- D. Add a Microsoft Power BI dashboard in the Lead form.
Answer: B
NEW QUESTION # 32
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.)
- A. Add the app for all users.
- B. Provide the app URL to the users.
- C. Instruct users to install the app.
- D. Share the app with all users.
- E. Assign the Dynamics 365 App for Outlook User security role to all users.
Answer: A,C
Explanation:
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.
Or
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.
NEW QUESTION # 33
You are using a forecast template.
You must configure the forecast by territory.
You need to configure the forecast parameters.
Which parameter should you configure?
- A. Hierarchy table
- B. Top of hierarchy
- C. Rollup table.
- D. Hierarchy relationship
Answer: D
Explanation:
Define a forecast model
Define the entities that must be used to generate the forecast.
1. In the General step of the Forecast configuration page, define the fields that should be used for the forecast.
[Steps 2 to 6 omitted]
7. Select a Rollup to hierarchy relationship.
This step establishes a relationship between the rollup and hierarchy entities. Each forecast template starts with a default rollup to hierarchy relationship:
Choose different values to support your organization's specific requirements if needed.
Note: Select a template
The fastest way to create a forecast is to use a template. The template that you select defines how the forecast groups data.
On the Forecast configurations page, select one of the following templates:
Org chart forecast: Rollup columns and projections are based on your organization's reporting structure. This template uses the Manager field of the User entity for the hierarchy.
Product forecast: Rollup columns and projections are based on the product hierarchy.
*-> Territory forecast: Rollup columns and projections are based on the sales territory hierarchy.
NEW QUESTION # 34
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.
Answer:
Explanation:
NEW QUESTION # 35
Hotspot Question
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.
Answer:
Explanation:
Explanation:
For Requirement #1:
Quality lead experience: This setting will allow sellers to create Account, Contact, and Opportunity records by default upon qualifying a lead. This aligns with the need for sellers to convert leads gathered at events to contacts before tracking any deals.
For Requirement #2:
Customize close opportunity form: This setting will enable the customization of the closing form, allowing sellers to have multiple options for specifying the final status of deals they have been tracking.
NEW QUESTION # 36
......
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