Microsoft MB-200 Microsoft Power Platform + Dynamics 365 Core Online Training

Topic 1, Case Study Lamna

Case Study

This is a case study. Case studies are not timed separately. You can use as much exam time as you would like to complete each case. However, there may be additional case studies and sections on this exam. You must manage your time to ensure that you are able to complete all questions included on this exam in the time provided.

To answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study. Each question is independent of the other question on this case study.

At the end of this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section.

To start the case study

To display the first question on this case study, click the Next button. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment, and problem statements. If the case study has an All Information tab, note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer a question, click the Question button to return to the question.

Background

Current processes

Dynamics 365

Lamna has been using Dynamics 365 and Microsoft Office 365 for three years. Access to Dynamics 365 is limited to childcare workers. Support staff only have access to Office 365 applications.

There is a high turnover rate among childcare workers, so there is often a rush to hire replacements. Childcare workers are often hired on weekends and start work the following Monday.

The administrator maintains a list of apps that are approved for use and makes the list available to

all Dynamics 365 users.

Child registration

When a parent registers a child, workers collect information such as known allergies, emergency contact information, list of medications, and scans of signed consent forms for the child. Additional information is collected through the year including field trip consent forms and an annual feedback.

Intake

Every day an employee records each child’s arrival time, departure time, and the name of the person who picked up the child in an attendance log. Each record includes a field to enter emergency contact information for the child. This field often remains blank since the childcare worker is too busy to populate this information.

Attendance records are created from a child record. The supervisor reviews an attendance log at the end of day for each team of workers.

Reports

Reports are created from Microsoft Word templates for the healthcare workers and documents are stored in Microsoft SharePoint.

You create a Child Attendance report and complete testing of the report in a sandbox environment. The report is ready for deployment to the production environment.

Requirements

Attendance

The child attendance log must be accessible by all staff members. A Child Attendance report is also required, as this information is often accessed at the parent’s request. All fields for collecting additional information must be hidden by default.

In order to make the process of recording attendance information more efficient, workers must create an attendance record for each child and add the child to the record.

If a child is not picked up by 6:00pm, a text message must be sent to the parents notifying them of additional charges for late pickup. Microsoft Flow is used to deliver text messages to parents about additional charges for late pickup.

Medication

Complex information such as medications must be contained in a sub-grid on the child’s record.

When children change age groups, all of their records must be available to the new team of childcare workers. A child’s medication record must no longer be viewable by the previous group of childcare workers.

System customization

All customization and testing are performed in the sandbox environment and then moved to production. To simplify management of Dynamics 365, Lamna Healthcare keeps all components in the default solution but maintains a unique prefix. Dynamics is a non-code environment.

Option sets must be used whenever possible. For example, the allergies field displays a list of common allergies. You must include an option named Other in each option set to allow users to enter a value that is not available in the option set. When Other is selected, the form must display a text field that requires entry.

Problem statements

Parents of a child named Elizabeth recently changed her surname. The parent hands in a field trip consent form that includes the new surname. The support worker cannot find the child in the system.

Users report having to sign back into the system very frequently, often multiple times during the course of a period of usage.

When children move to new age groups, medication records for the child are not visible to the new group’s childcare workers.

You need to set up annual surveys.

What should you do?

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You need to ensure that attendance records contain the proper default values.

What should you do?

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DRAG DROP

You need to prompt the caseworker when populating the allergies field.

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

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Correct Answer:

You need to move changes to the production environment.

What should you do?

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HOTSPOT

You need to ensure that a child’s information is available to their childcare worker.

What should you do with the child’s information when a child turns seven? To answer, select the appropriate actions in the answer area. NOTE: Each correct selection is worth one point.

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Correct Answer:

DRAG DROP

You need to configure text messaging.

Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order. NOTE: More than one order of answer choice is correct. You will receive credit for any of the correct orders you select.

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Correct Answer:

You need to make the Child Attendance report available.

What should you do?

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You need to ensure that new childcare workers can use Dynamics 365 within Microsoft Outlook.

What should you do?

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HOTSPOT

You need to track date information.

How should you configure date tracking? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

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Correct Answer:

You need to assist the support worker’s effort to attach a field trip form to Elizabeth’s record .

What should you do?

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HOTSPOT

You need to make adjustments to the user experience.

Where should you make changes to resolve the reported issues? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

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Correct Answer:

DRAG DROP

You need to create an attendance log for the supervisor.

Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order. NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.

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Correct Answer:

Topic 2, Case Study 2 Lamna Healthcare Clinic

Background

Lamna Healthcare is a local medical clinic comprised of doctors, nurses, and office staff. The company is implementing Dynamics 365 for Sales.

Current environment

Environments

– The company has the following environments: Sandbox, QA, and Production.

– All environments use one custom app in the Unified Interface.

– There is one solution in the Sandbox environment containing modifications to the Patient and Invoice forms.

– A security group has been created for each environment.

You configure the system as follows:

– Duplicate detection is not set for the Patient entity.

– The currency field for Service Fee is set to two decimal places.

– Mailboxes are set to synchronize with Microsoft Exchange in the Production instance.

Testing and customization

– All changes are first created in the Sandbox environment and then imported into the QA environment for testing.

– Testers only have access to the QA environment where testing occurs.

– Doctors and nurses enter patient, billing, diagnostic, and other information directly.

Security roles

There are two custom security roles; one for doctors and nurses, and another for the support staff.

Data import

– You import records for all current patients and past patients for the last five years.

– A static worksheet of the patient records was exported after data import for validation. All records have been updated since that time.

Requirements

Functional

– Ensure changes can be quickly made to customizations in the Production environment.

– Provide all staff members access to a list of patients with the flue.

– Provide doctors the ability to add medications related to a patient without navigating away from the patient’s record. Medications must be stored against a custom entity named Medication.

– Provide doctors, nurses, and office staff default navigation schemes based on their roles.

User interface

– Populate the custom field Follow-up Date with a date seven days from the visit date if a custom Follow-up checkbox is selected. Display the Visit Date field on the Visit form. Do not display the Follow-up Date field.

– Display values in the Service Fee field as whole dollars.

– The Status field on the Patient form contains historical data that must be retained.

Issues

You observe the following issues:

– For some imported patient records, the doctor’s name in the Current Doctor field is not spelled correctly.

– A nurse uses the search on the All Patients view and cannot find a patient who left the clinic last year.

– During testing, a nurse discovers a redundant field on the patient record.

– An office staff member tests emails, but the email is not sent.

– The modification to the Patient form needs to be tested immediately, but the Invoice form modification needs to be tested the following week.

– A new user account for a doctor has been created in Office 365. The user account for the doctor must be available only in the QA environment.

– A change in process has caused a Status field to be unnecessary to display on the Patient form.

HOTSPOT

You need to configure the capacity for doctors to add medications.

How should you complete each configuration? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

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Correct Answer:

You need to update the Service Fee field to meet requirements.

What should you modify?

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You need to resolve the redundant field issue.

What should you do?

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HOTSPOT

You need to test the Patient form.

What should you do? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

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Correct Answer:

You need to ensure that the nurse is able to retrieve patient records within the All Patients View screen.

Which view should you modify?

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DRAG DROP

You need to simplify navigation for the doctors, nurses, and office staff.

Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order. NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.

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Correct Answer:

DRAG DROP

You need to update the Patient form to first delete the field and then keep the historical data.

Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

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Correct Answer:

You need to grant a new doctor access to the test environment.

What should you do?

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HOTSPOT

You need to configure the capability for doctors to add medications.

How should you complete each configuration? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

Reveal Solution Hide Solution

Correct Answer:

You need to ensure that the office staff can successfully test emails .

What should you do?

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You need to ensure that the office staff can successfully test emails .

What should you do?

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DRAG DROP

You need to configure check-in steps for the front desk agents.

Which components should you configure? To answer, drag the appropriate components to the correct requirements. Each component may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.

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DRAG DROP

You need to follow Contoso Suites’ branding requirements on the contact record.

Where should the requirements be controlled? To answer, drag the appropriate controls to the correct requirements. Each control may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.

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Correct Answer:

HOTSPOT

You need to ensure that guest data is recorded properly.

How should you fulfill each requirement? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

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Correct Answer:

You need to test the welcome email workflow .

What should you do?

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You need to update a guests preferences in the guest form.

What should you use?

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You need to simplify the registration process for repeat guests.

Which entity component should you use?

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HOTSPOT

You need to provide a dashboard for the events coordinator.

How should you configure the dashboard? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

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Correct Answer:

You need to view the potential reservation data in Dynamics 365.

What should you do?

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HOTSPOT

You need to resolve the issue of duplicate contacts.

What should you do? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

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Correct Answer:

You need to modify security for the front desk agent.

Which feature should you modify?

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You need to import all changes to production, including the change to the Number of Children label.

How should you import the changes?

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Topic 4, Mix Questions

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 are developing a Dynamics 365 app for a bank. The app must display information about loan accounts and the customers assigned to those items.

You need to model the relationships between objects used by the app.

Solution: Create an entity relationship diagram. Model ownership, one-to-one. one-to-many and many-to-many relationships as well as fields per entity that are required.

Does the solution meet the goal?

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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 are developing a Dynamics 365 app for a bank. The app must display information about loan accounts and the customers assigned to those items.

You need to model the relationships between objects used by the app.

Solution: Access Solution Explorer and take a screenshot of the entities, forms, views, charts, fields, 1:N relationships, N:1 relationships, and N:N relationships.

Does the solution meet the goal?

Reveal Solution Hide Solution

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.

On a Contact record, a user creates a note that contains the word running.

One week later, the user reports that they cannot find the Contact record associated with the note.

You need to find the note.

Solution; Use Quick Find search on the Notes list to search for the word run

Does the solution meet the goal?

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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 goal*. 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.

On a Contact record, a user creates a note that contains the word running.

One week later, the user reports that they cannot find the Contact record associated with the note.

You need to find the note.

Solution; Use Categorized Search to search for the word run.

Does the solution meet the goal?

Reveal Solution Hide Solution

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.

On a Contact record, a user creates a note that contains the word running.

One week later, the user reports that they cannot find the Contact record associated with the note.

You need to find the note.

Solution: Use Quick Find search on the Contact entity to search for the word run.

Does the solution meet the goal?

Reveal Solution Hide Solution

DRAG DROP

An organization plans to deploy Dynamics 365.

You need to ensure that the organization can track the following information:

* prospect to cash process

* customer service cases

* work breakdown structure

* serviceable assets for customers

Which apps should you implement? To answer, drag the appropriate apps to the correct features. Each app may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.

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Correct Answer:

A company identifies a new opportunity.

Sales associates must collaborate to convert the opportunity to a sale. All associates have access

to Microsoft SharePoint but some associates do not have access to Dynamics 365 for Sales.

You need to ensure that users can collaborate on a single platform that directly integrates with Dynamics 365 data.

Which tool should you use?

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You are a Dynamics 365 for Customer Service system administrator. You create a custom entity named Buildings and add it to the Sales app. When a user views the Buildings form, a held for Location is missing. You create the field, but the user cannot see it. You need to make the Location field visible to the user .

What should you do?

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DRAG DROP

You provide add-on components tot Dynamics 365. The deployment requirements for many add-ons are different.

You need to ensure that you meet the deployment requirements for add-ons.

Which solution types should you use? To answer, drag the appropriate solution types to the correct requirements. Each solution type may be used once, more than once, or not at all. You

may need to drag the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.

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Correct Answer:

DRAG DROP

You have the following customers; Customer A.

Customers The customers report the following issues:

You need to resolve the issues.

What should you do? To answer, drag the appropriate actions to the correct customers. Each action may be used once, more than once, or not at all. You may need to drag the split bar between panes in scroll to view content. NOTE: Each correct selection is worth one point.

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Correct Answer:

Explanation:

References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/connect-exchange-server-on-premises

You manage the Dynamics 365 for Customer Service environment for an organization.

Microsoft SharePoint will not be deployed in the environment for a year.

You need to integrate Microsoft Office 365 solutions with the Dynamics 365 instance to help the sales team with internal collaboration efforts.

Which three solutions can you currently implement? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.

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You are a Dynamics 365 for Customer Service system administrator. Your organization deploys Dynamics 365 for Outlook.

The sales team reports the following synchronization issues between Dynamics 365 and Outlook:

• Microsoft PowerPoint presentations are missing from meeting invitations that are sent (rom Dynamics 365.

• Outlook task lists are not visible in Dynamics 365-You need to enable system settings to help address these issues.

Which two settings should you enable? Each correct answer presents a part of the solution. NOTE; Each correct selection is worth one point.

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DRAG DROP

You are a Dynamics 365 for Customer Service system administrator. Sales team members work remotely disconnected from the internet at times.

Sales team members need to store documents in the cloud when they are online and share the documents with others with the appropriate permissions.

You need to configure Microsoft Onedrive for Business within Dynamics 365 to meet the requirements.

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

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Correct Answer:

You are a Dynamics 365 for Customer Service system administrator. You implement Dynamics 365 for a customer.

The customer wants to use Microsoft OneNote in Dynamics for a custom entity. The OneNote tab does not appear in the Timeline.

You need to make the tab visible .

What is the first action you should perform?

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You are a Dynamics 365 for Customer Service system administrator. You set up server-side synchronization. You plan to deploy the Dynamics 365 App for Outlook after users have received training.

Users do not have administrator rights.

You need to identify which method you would use to deploy Dynamics 365 App for the trained users.

Which method will accomplish this goal?

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You are a Dynamics 365 for Customer Service system administrator.

You must use Microsoft Flow to create an opportunity from a Microsoft Excel workbook.

You need to ensure Flow will trigger on the Opportunity entity.

What should you do?

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You create and share a Microsoft Flow button for the Account entity. The button sends a Microsoft Teams meeting invitation from Dynamics .

Which users can view the flow button run history?

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HOTSPOT

You are a Dynamics 365 For Customer Service system administrator. You have a production instance named Organization1 that is integrated with an ERP system. When a new account is created in the ERP system, an account is created in Organization1 and with the ERP Account field set to Yes.

When the field value is set an account must be created in a separate production instance named Ogranization2.

You need to use Microsoft Flow to create the account.

How should you configure the flow? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

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Correct Answer:

HOTSPOT

You are a Dynamics 365 Customer Engagement system administrator.

You have the following security design tor a Parent Business Unit:

Use the drop-down menus to select the answer choice that answers each question based on the information presented in the graphic. NOTE; Each correct selection is worth one point.

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Correct Answer:

Explanation:

References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/hierarchy-security

You are a Dynamics 365 for Customer Service system administrator for a company.

The vice president of sales must be able to read account data for her business unit and other business units that report to her.

You need to configure the minimum level of access for the read privilege on the Account entity .

Which access level should you assign?

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HOTSPOT

You are a Microsoft 365 administrator. You create a Dynamics 365 online tenant in the environment.

You must assign users into Office 365 security roles using the principle of least privilege.

You need to assign security roles for users.

Which role should you use? To answer, select the appropriate option in the answer area. NOTE; Each correct selection is worth one point.

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Correct Answer:

Explanation:

References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/use-service-admin-role-manage-tenant

DRAG DROP

You ate a Dynamics 365 Customer Engagement administrator.

A compliance audit identifies two fields in violation of the corporate information security policy.

You need to control access to high business impact fields to meet information security policies.

What should you use? To answer, drag the appropriate security methods to the correct teams. Each security method may be used once, more Than once. NOTE; Each correct selection is worth one point.

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Correct Answer:

Explanation:

References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/security-concepts

You are a Dynamics 365 for Customer Service administrator. Sales team members record leads in a Microsoft Excel workbook after conferences.

The system must prevent the addition of duplicate leads from the workbooks.

Sales team members must be able to manually create a duplicate lead record.

You need to configure duplicate detection settings.

Which two actions should you perform? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.

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You export a Microsoft Excel workbook from Dynamics 365. The workbook contains 10,000 rows of data. You email the workbook and a description of the data to another user. The user reports that they can only see 500 rows of data. You need to determine why the user cannot view all the data .

Why is the user unable view all available data?

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HOTSPOT

You are the system administrator for Dynamics 365. You add a custom URL field tor the Account entity.

You need to make changes to a custom field.

Which four fields can you change after the initial change? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

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Correct Answer:

You are a Dynamics 365 for Customer Service system administrator. You receive an email notification that you have reached 80 percent of your Dynamics 365 stage limit.

You perform the following actions to free up space:

• Delete known items that use large amount of storage.

• Perform bulk deletes on suspended system jobs.

• Delete audit logs older than six months old.

• Delete email attachments older than two years old.

The total storage used indicator shows that the storage amount has not changed after you perform the actions. You need to determine why the storage amount has not changed What is the cause?

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DRAG DROP

You ate a Dynamics 365 for Customer Service system administrator.

A user creates a duplicate account record with an updated email address.

You need to remove the duplicate record and update the primary record with the new email address.

Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

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Correct Answer:

Explanation:

References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/basics/merge-duplicate-records-accounts-contacts-leads