DRAG DROP
Your company’s inventory clerk has received a truck shipment of parts for repair of equipment on such a rush order. The order needs to be completed as soon as possible.
Which three steps, in sequence, are needed to receive the products to the existing rush order in Field Service? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the
correct order.
DRAG DROP
Your company’s inventory clerk has received a truck shipment of parts for repair of equipment on such a rush order. The order needs to be completed as soon as possible.
Which three steps, in sequence, are needed to receive the products to the existing rush order in Field Service? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the
correct order.
DRAG DROP
Your company’s inventory clerk has received a truck shipment of parts for repair of equipment on such a rush order. The order needs to be completed as soon as possible.
Which three steps, in sequence, are needed to receive the products to the existing rush order in Field Service? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the
correct order.
DRAG DROP
Your company’s inventory clerk has received a truck shipment of parts for repair of equipment on such a rush order. The order needs to be completed as soon as possible.
Which three steps, in sequence, are needed to receive the products to the existing rush order in Field Service? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the
correct order.
DRAG DROP
Your company’s inventory clerk has received a truck shipment of parts for repair of equipment on such a rush order. The order needs to be completed as soon as possible.
Which three steps, in sequence, are needed to receive the products to the existing rush order in Field Service? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the
correct order.
DRAG DROP
Your company’s inventory clerk has received a truck shipment of parts for repair of equipment on such a rush order. The order needs to be completed as soon as possible.
Which three steps, in sequence, are needed to receive the products to the existing rush order in Field Service? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the
correct order.
DRAG DROP
Your company’s inventory clerk has received a truck shipment of parts for repair of equipment on such a rush order. The order needs to be completed as soon as possible.
Which three steps, in sequence, are needed to receive the products to the existing rush order in Field Service? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the
correct order.
DRAG DROP
Your company’s inventory clerk has received a truck shipment of parts for repair of equipment on such a rush order. The order needs to be completed as soon as possible.
Which three steps, in sequence, are needed to receive the products to the existing rush order in Field Service? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the
correct order.
DRAG DROP
Your company’s inventory clerk has received a truck shipment of parts for repair of equipment on such a rush order. The order needs to be completed as soon as possible.
Which three steps, in sequence, are needed to receive the products to the existing rush order in Field Service? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the
correct order.
registering more Corgis for the upcoming gala.
When the carer creates new pet records, the carer is UNABLE to see the Corgi meet-up business process flow.
Currently, when the carer checks the owner’s record on their phone, the related pet information is difficult to view as they must scroll down to review the information.
HOTSPOT
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.
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.
Reference 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!
You need to configure search to ensure the administrators can find all records which reference Corgis.
Which action must you perform?
- A . Within system settings, select up to 10 relevant tables.
- B . Within the solution, ensure all relevant tables are indexed.
- C . For all relevant tables, ensure that the Can enable sync to external search index setting is False.
- D . Add columns to be searched to the Lookup view for each relevant table.
B
Explanation:
To enable comprehensive search capabilities for administrators to find all records referencing specific terms (such as “Corgis”), it is essential to ensure that all relevant tables are indexed.
In Dynamics 365, configuring search functionality for specific tables involves setting up the tables to be searchable, which can be done by indexing them within the solution.
Indexing relevant tables makes them accessible in the search feature and ensures all fields within those tables can be searched, allowing for quick retrieval of records that reference specific terms.
System settings (Option A) is limited to selecting up to 10 tables and is more about quick search rather than full indexing. The sync to external search index setting (Option C) is for integration with external search tools and does not directly impact internal search capabilities.
Adding columns to the Lookup view (Option D) affects how lookups work but does not influence full-text search results.
Reference from Microsoft Documentation:
For configuring search indexing, refer to Configure relevance search in Dynamics 365 for more information on indexing tables to enhance search capabilities.
You have added the timeline control to the Pet main form, then saved and published your changes. You need to configure the timeline to display related Pet activities as required by Terra Flora.
Which two actions should you perform? Each correct answer presents a complete solution. Choose two, NOTE: Each correct selection is worth one point.
- A . In the Record types of the timeline settings, uncheck the Notes option.
- B . In the Activity area of the timeline settings, remove all activity types, except for Task. Email and Phone Call.
- C . In the Record types of the timeline settings, uncheck the Posts option.
- D . In the Record types of the timeline settings, uncheck the Activities option.
- E . In the Notes area of the timeline settings, uncheck the Remove notes title when authoring option.
B, C
Explanation:
The timeline control in Dynamics 365 allows users to view and interact with activities, notes, and posts associated with a record. To meet Terra Flora’s requirements for displaying specific activities, you need to customize the timeline to show only certain activity types.
Removing All Other Activity Types Except Task, Email, and Phone Call (Option B):
According to Terra Flora’s requirements, only Tasks, Emails, and Phone Calls should appear in the timeline for Pet records. Therefore, removing all other activity types ensures that only the relevant activities are shown. This customization is achieved in the timeline settings by unchecking unnecessary activity types.
Unchecking the Posts Option (Option C):
Since Terra Flora specified that posts should not appear on the timeline, you should uncheck the Posts option under the Record types settings in the timeline configuration. This action removes posts from the view, aligning with Terra Flora’s requirement to exclude posts from the Pet records timeline.
Other Options Explanation
Unchecking Notes (Option A) would prevent users from adding or viewing notes, which Terra Flora requires.
Unchecking the Activities Option (Option D) would disable all activities on the timeline, which does not meet Terra Flora’s needs as they require Task, Email, and Phone Call activities.
Option E deals with the display format of notes but does not restrict their visibility, which does not align with the requirement to exclude posts specifically.
Reference from Microsoft Documentation:
For configuring and customizing the timeline control, refer to Customize a timeline control in Dynamics 365 documentation for detailed steps on modifying timeline settings and activity visibility.
You need to identify the duplicate pet records, so they can be manually merged by the carer.
What must you create?
- A . Two duplicate detection jobs and two duplicate detection rules
- B . One duplicate detection job and three duplicate detection rules.
- C . Two duplicate detection jobs and three duplicate detection rules.
- D . Three duplicate detection rules only.
B
Explanation:
To identify duplicate records, you need to configure both duplicate detection rules and duplicate detection jobs.
Since Terra Flora requires identifying duplicate pet records across various fields, creating three duplicate detection rules is likely necessary to cover different columns (such as name, breed, and dietary requirements) in the Pet table.
One duplicate detection job is sufficient to run these rules concurrently, scanning the database for
duplicates across the specified columns. This job can be scheduled or run manually.
Option B is correct as it ensures comprehensive coverage with three rules addressing various fields and one job to manage the duplicate detection process.
Reference from Microsoft Documentation:
For guidance on setting up duplicate detection jobs and rules, refer to Detect duplicate records in Dynamics 365.
You need to configure the required audit settings.
Which two actions should you perform? Each correct answer presents part of Ihe solution. NOTE: Each correct selection is worth one point. Choose two.
- A . Enable auditing on the Dietary requirements column.
- B . Enable auditing on the Pet table.
- C . Enable auditing on the Contact tabe.
- D . Enable auditing on the Email address column.
- E . Enable Start read auditing in system settings.
- F . Enable Audit user access in system settings.
A, B
Explanation:
Enable Auditing on Columns (Options A and D):
Enabling auditing on specific columns like Dietary requirements and Email address ensures that any changes to these fields are tracked. This meets Terra Flora’s requirement to log changes to these fields along with details of who made the changes and the timestamp.
Enable Auditing on Pet and Contact Tables (Options B and C):
By enabling auditing at the table level for Pet and Contact, you ensure that any updates to these tables, including changes to all associated columns, are recorded. This broad setting ensures full coverage of auditing for both tables.
Enable Audit User Access (Option F):
This option is recommended to track when users access certain data, which can help with compliance and monitoring user interactions with sensitive data.
Option E (Start Read Auditing):
Read auditing tracks when records are read. If compliance requires monitoring every time a record is accessed, enabling this could be necessary; however, the primary focus is on modifications rather than access alone.
Reference from Microsoft Documentation:
For setting up auditing, see Auditing overview for Dynamics 365.
You need to ensure the active stage of the business process flow is visible in the view.
Which two actions should you perform? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point. Choose two.
- A . Add a page for the Onboard new pet table to the Sales Professional app.
- B . Add columns from the stable to the Active Onboard new pet view.
- C . Add columns from the Pet table to the All Onboard new pet view.
- D . Create a new column on the Pet table named "Onboarding stage" and add it to the Active pets view.
BD
Explanation:
Adding Columns to the Active Onboard New Pet View (Option B):
To display the current active stage of the "Onboard new pet" business process flow, you need to ensure that the Active Onboard new pet view includes relevant columns from the Pet table, specifically those tracking process flow stages.
Creating and Adding a New "Onboarding Stage" Column (Option D):
Creating a column such as "Onboarding stage" on the Pet table helps track the active stage of the onboarding process directly within the view. This allows users to see at a glance which stage each pet is in without navigating away from the main view.
Other Options:
Option A (Adding a page) refers to modifying the app’s navigation, which doesn’t directly impact the visibility of the business process flow stage.
Option C (All Onboard New Pet View) may not be as relevant if you only need to focus on active onboarding records rather than all records.
Reference from Microsoft Documentation:
For configuring views and columns in Dynamics 365, refer to Create and edit views.
You need to ensure the active stage of the business process flow is visible in the view.
Which two actions should you perform? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point. Choose two.
- A . Add a page for the Onboard new pet table to the Sales Professional app.
- B . Add columns from the stable to the Active Onboard new pet view.
- C . Add columns from the Pet table to the All Onboard new pet view.
- D . Create a new column on the Pet table named "Onboarding stage" and add it to the Active pets view.
BD
Explanation:
Adding Columns to the Active Onboard New Pet View (Option B):
To display the current active stage of the "Onboard new pet" business process flow, you need to ensure that the Active Onboard new pet view includes relevant columns from the Pet table, specifically those tracking process flow stages.
Creating and Adding a New "Onboarding Stage" Column (Option D):
Creating a column such as "Onboarding stage" on the Pet table helps track the active stage of the onboarding process directly within the view. This allows users to see at a glance which stage each pet is in without navigating away from the main view.
Other Options:
Option A (Adding a page) refers to modifying the app’s navigation, which doesn’t directly impact the visibility of the business process flow stage.
Option C (All Onboard New Pet View) may not be as relevant if you only need to focus on active onboarding records rather than all records.
Reference from Microsoft Documentation:
For configuring views and columns in Dynamics 365, refer to Create and edit views.
You need to ensure the active stage of the business process flow is visible in the view.
Which two actions should you perform? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point. Choose two.
- A . Add a page for the Onboard new pet table to the Sales Professional app.
- B . Add columns from the stable to the Active Onboard new pet view.
- C . Add columns from the Pet table to the All Onboard new pet view.
- D . Create a new column on the Pet table named "Onboarding stage" and add it to the Active pets view.
BD
Explanation:
Adding Columns to the Active Onboard New Pet View (Option B):
To display the current active stage of the "Onboard new pet" business process flow, you need to ensure that the Active Onboard new pet view includes relevant columns from the Pet table, specifically those tracking process flow stages.
Creating and Adding a New "Onboarding Stage" Column (Option D):
Creating a column such as "Onboarding stage" on the Pet table helps track the active stage of the onboarding process directly within the view. This allows users to see at a glance which stage each pet is in without navigating away from the main view.
Other Options:
Option A (Adding a page) refers to modifying the app’s navigation, which doesn’t directly impact the visibility of the business process flow stage.
Option C (All Onboard New Pet View) may not be as relevant if you only need to focus on active onboarding records rather than all records.
Reference from Microsoft Documentation:
For configuring views and columns in Dynamics 365, refer to Create and edit views.
You need to ensure the active stage of the business process flow is visible in the view.
Which two actions should you perform? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point. Choose two.
- A . Add a page for the Onboard new pet table to the Sales Professional app.
- B . Add columns from the stable to the Active Onboard new pet view.
- C . Add columns from the Pet table to the All Onboard new pet view.
- D . Create a new column on the Pet table named "Onboarding stage" and add it to the Active pets view.
BD
Explanation:
Adding Columns to the Active Onboard New Pet View (Option B):
To display the current active stage of the "Onboard new pet" business process flow, you need to ensure that the Active Onboard new pet view includes relevant columns from the Pet table, specifically those tracking process flow stages.
Creating and Adding a New "Onboarding Stage" Column (Option D):
Creating a column such as "Onboarding stage" on the Pet table helps track the active stage of the onboarding process directly within the view. This allows users to see at a glance which stage each pet is in without navigating away from the main view.
Other Options:
Option A (Adding a page) refers to modifying the app’s navigation, which doesn’t directly impact the visibility of the business process flow stage.
Option C (All Onboard New Pet View) may not be as relevant if you only need to focus on active onboarding records rather than all records.
Reference from Microsoft Documentation:
For configuring views and columns in Dynamics 365, refer to Create and edit views.
You need to ensure the active stage of the business process flow is visible in the view.
Which two actions should you perform? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point. Choose two.
- A . Add a page for the Onboard new pet table to the Sales Professional app.
- B . Add columns from the stable to the Active Onboard new pet view.
- C . Add columns from the Pet table to the All Onboard new pet view.
- D . Create a new column on the Pet table named "Onboarding stage" and add it to the Active pets view.
BD
Explanation:
Adding Columns to the Active Onboard New Pet View (Option B):
To display the current active stage of the "Onboard new pet" business process flow, you need to ensure that the Active Onboard new pet view includes relevant columns from the Pet table, specifically those tracking process flow stages.
Creating and Adding a New "Onboarding Stage" Column (Option D):
Creating a column such as "Onboarding stage" on the Pet table helps track the active stage of the onboarding process directly within the view. This allows users to see at a glance which stage each pet is in without navigating away from the main view.
Other Options:
Option A (Adding a page) refers to modifying the app’s navigation, which doesn’t directly impact the visibility of the business process flow stage.
Option C (All Onboard New Pet View) may not be as relevant if you only need to focus on active onboarding records rather than all records.
Reference from Microsoft Documentation:
For configuring views and columns in Dynamics 365, refer to Create and edit views.
You need to ensure the active stage of the business process flow is visible in the view.
Which two actions should you perform? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point. Choose two.
- A . Add a page for the Onboard new pet table to the Sales Professional app.
- B . Add columns from the stable to the Active Onboard new pet view.
- C . Add columns from the Pet table to the All Onboard new pet view.
- D . Create a new column on the Pet table named "Onboarding stage" and add it to the Active pets view.
BD
Explanation:
Adding Columns to the Active Onboard New Pet View (Option B):
To display the current active stage of the "Onboard new pet" business process flow, you need to ensure that the Active Onboard new pet view includes relevant columns from the Pet table, specifically those tracking process flow stages.
Creating and Adding a New "Onboarding Stage" Column (Option D):
Creating a column such as "Onboarding stage" on the Pet table helps track the active stage of the onboarding process directly within the view. This allows users to see at a glance which stage each pet is in without navigating away from the main view.
Other Options:
Option A (Adding a page) refers to modifying the app’s navigation, which doesn’t directly impact the visibility of the business process flow stage.
Option C (All Onboard New Pet View) may not be as relevant if you only need to focus on active onboarding records rather than all records.
Reference from Microsoft Documentation:
For configuring views and columns in Dynamics 365, refer to Create and edit views.
You need to ensure the active stage of the business process flow is visible in the view.
Which two actions should you perform? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point. Choose two.
- A . Add a page for the Onboard new pet table to the Sales Professional app.
- B . Add columns from the stable to the Active Onboard new pet view.
- C . Add columns from the Pet table to the All Onboard new pet view.
- D . Create a new column on the Pet table named "Onboarding stage" and add it to the Active pets view.
BD
Explanation:
Adding Columns to the Active Onboard New Pet View (Option B):
To display the current active stage of the "Onboard new pet" business process flow, you need to ensure that the Active Onboard new pet view includes relevant columns from the Pet table, specifically those tracking process flow stages.
Creating and Adding a New "Onboarding Stage" Column (Option D):
Creating a column such as "Onboarding stage" on the Pet table helps track the active stage of the onboarding process directly within the view. This allows users to see at a glance which stage each pet is in without navigating away from the main view.
Other Options:
Option A (Adding a page) refers to modifying the app’s navigation, which doesn’t directly impact the visibility of the business process flow stage.
Option C (All Onboard New Pet View) may not be as relevant if you only need to focus on active onboarding records rather than all records.
Reference from Microsoft Documentation:
For configuring views and columns in Dynamics 365, refer to Create and edit views.
You need to ensure the active stage of the business process flow is visible in the view.
Which two actions should you perform? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point. Choose two.
- A . Add a page for the Onboard new pet table to the Sales Professional app.
- B . Add columns from the stable to the Active Onboard new pet view.
- C . Add columns from the Pet table to the All Onboard new pet view.
- D . Create a new column on the Pet table named "Onboarding stage" and add it to the Active pets view.
BD
Explanation:
Adding Columns to the Active Onboard New Pet View (Option B):
To display the current active stage of the "Onboard new pet" business process flow, you need to ensure that the Active Onboard new pet view includes relevant columns from the Pet table, specifically those tracking process flow stages.
Creating and Adding a New "Onboarding Stage" Column (Option D):
Creating a column such as "Onboarding stage" on the Pet table helps track the active stage of the onboarding process directly within the view. This allows users to see at a glance which stage each pet is in without navigating away from the main view.
Other Options:
Option A (Adding a page) refers to modifying the app’s navigation, which doesn’t directly impact the visibility of the business process flow stage.
Option C (All Onboard New Pet View) may not be as relevant if you only need to focus on active onboarding records rather than all records.
Reference from Microsoft Documentation:
For configuring views and columns in Dynamics 365, refer to Create and edit views.
You need to ensure the active stage of the business process flow is visible in the view.
Which two actions should you perform? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point. Choose two.
- A . Add a page for the Onboard new pet table to the Sales Professional app.
- B . Add columns from the stable to the Active Onboard new pet view.
- C . Add columns from the Pet table to the All Onboard new pet view.
- D . Create a new column on the Pet table named "Onboarding stage" and add it to the Active pets view.
BD
Explanation:
Adding Columns to the Active Onboard New Pet View (Option B):
To display the current active stage of the "Onboard new pet" business process flow, you need to ensure that the Active Onboard new pet view includes relevant columns from the Pet table, specifically those tracking process flow stages.
Creating and Adding a New "Onboarding Stage" Column (Option D):
Creating a column such as "Onboarding stage" on the Pet table helps track the active stage of the onboarding process directly within the view. This allows users to see at a glance which stage each pet is in without navigating away from the main view.
Other Options:
Option A (Adding a page) refers to modifying the app’s navigation, which doesn’t directly impact the visibility of the business process flow stage.
Option C (All Onboard New Pet View) may not be as relevant if you only need to focus on active onboarding records rather than all records.
Reference from Microsoft Documentation:
For configuring views and columns in Dynamics 365, refer to Create and edit views.
You need to ensure the active stage of the business process flow is visible in the view.
Which two actions should you perform? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point. Choose two.
- A . Add a page for the Onboard new pet table to the Sales Professional app.
- B . Add columns from the stable to the Active Onboard new pet view.
- C . Add columns from the Pet table to the All Onboard new pet view.
- D . Create a new column on the Pet table named "Onboarding stage" and add it to the Active pets view.
BD
Explanation:
Adding Columns to the Active Onboard New Pet View (Option B):
To display the current active stage of the "Onboard new pet" business process flow, you need to ensure that the Active Onboard new pet view includes relevant columns from the Pet table, specifically those tracking process flow stages.
Creating and Adding a New "Onboarding Stage" Column (Option D):
Creating a column such as "Onboarding stage" on the Pet table helps track the active stage of the onboarding process directly within the view. This allows users to see at a glance which stage each pet is in without navigating away from the main view.
Other Options:
Option A (Adding a page) refers to modifying the app’s navigation, which doesn’t directly impact the visibility of the business process flow stage.
Option C (All Onboard New Pet View) may not be as relevant if you only need to focus on active onboarding records rather than all records.
Reference from Microsoft Documentation:
For configuring views and columns in Dynamics 365, refer to Create and edit views.
You need to ensure the active stage of the business process flow is visible in the view.
Which two actions should you perform? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point. Choose two.
- A . Add a page for the Onboard new pet table to the Sales Professional app.
- B . Add columns from the stable to the Active Onboard new pet view.
- C . Add columns from the Pet table to the All Onboard new pet view.
- D . Create a new column on the Pet table named "Onboarding stage" and add it to the Active pets view.
BD
Explanation:
Adding Columns to the Active Onboard New Pet View (Option B):
To display the current active stage of the "Onboard new pet" business process flow, you need to ensure that the Active Onboard new pet view includes relevant columns from the Pet table, specifically those tracking process flow stages.
Creating and Adding a New "Onboarding Stage" Column (Option D):
Creating a column such as "Onboarding stage" on the Pet table helps track the active stage of the onboarding process directly within the view. This allows users to see at a glance which stage each pet is in without navigating away from the main view.
Other Options:
Option A (Adding a page) refers to modifying the app’s navigation, which doesn’t directly impact the visibility of the business process flow stage.
Option C (All Onboard New Pet View) may not be as relevant if you only need to focus on active onboarding records rather than all records.
Reference from Microsoft Documentation:
For configuring views and columns in Dynamics 365, refer to Create and edit views.
You need to ensure the active stage of the business process flow is visible in the view.
Which two actions should you perform? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point. Choose two.
- A . Add a page for the Onboard new pet table to the Sales Professional app.
- B . Add columns from the stable to the Active Onboard new pet view.
- C . Add columns from the Pet table to the All Onboard new pet view.
- D . Create a new column on the Pet table named "Onboarding stage" and add it to the Active pets view.
BD
Explanation:
Adding Columns to the Active Onboard New Pet View (Option B):
To display the current active stage of the "Onboard new pet" business process flow, you need to ensure that the Active Onboard new pet view includes relevant columns from the Pet table, specifically those tracking process flow stages.
Creating and Adding a New "Onboarding Stage" Column (Option D):
Creating a column such as "Onboarding stage" on the Pet table helps track the active stage of the onboarding process directly within the view. This allows users to see at a glance which stage each pet is in without navigating away from the main view.
Other Options:
Option A (Adding a page) refers to modifying the app’s navigation, which doesn’t directly impact the visibility of the business process flow stage.
Option C (All Onboard New Pet View) may not be as relevant if you only need to focus on active onboarding records rather than all records.
Reference from Microsoft Documentation:
For configuring views and columns in Dynamics 365, refer to Create and edit views.
Replace the current online form used by their team to capture new leads. The new form should automatically handle duplicates using the rules the team currently applies manually.
You need to update the role configuration for the digital sales team to enable the capability requested.
What two actions should you perform? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point. Choose two.
- A . Grant View Audit Summary permissions to the Digital seller security role.
- B . Assign the Sales Copilot user role to the members of the digital sales team.
- C . Grant View Audit History permissions to the Digital seller security role.
- D . Grant View Audit Partitions permissions to the Digital seller security role.
B, C
Explanation:
To enable the digital sales team’s request to use Copilot for summarizing changes to lead records, you need to ensure that they have the necessary permissions and access to the required features. Here’s how to proceed:
Assign the Sales Copilot User Role:
Dynamics 365 Copilot in Sales is a feature that assists users by providing insights and summaries based on data within the system.
To allow the digital sales team to access and utilize Copilot’s capabilities, they must have the Sales Copilot user role assigned. This role enables users to interact with Copilot and benefit from its AI-driven functionalities such as summarizing changes and insights in records.
Microsoft Documentation
Reference: Dynamics 365 Sales Copilot Setup Grant View Audit History Permissions:
The View Audit History permission is essential for team members to access audit logs, which is necessary for reviewing and summarizing changes made to lead records.
Enabling this permission will allow the digital sales team to view a history of modifications in lead records, thus allowing them to generate summaries based on this audit trail.
The View Audit Summary permission specifically lets them see summaries of audit data, which complements Copilot’s functionality by allowing Copilot to access detailed change history for summarization.
Microsoft Documentation
Reference: Security Roles and Privileges
By implementing these two actions, the digital sales team will have both the necessary access to Copilot features and the required permissions to audit lead record changes, enabling them to leverage Copilot for summarizing changes to leads effectively.
DRAG DROP
You need to configure a new Customer Insights – Journeys form to satisfy the digital sales team lead’s request.
Which five required actions should you perform in sequence? To answer, move the five appropriate actions from the list of actions to the answer area. Arrange the five actions in the correct order.
Here’s the correct sequence to configure a new Customer Insights – Journeys form to handle lead duplicates automatically, as per the requirements:
Create a new form:
Start by creating a new form within Customer Insights – Journeys. This is the initial step to set up a form that will capture new leads.
Select a form template:
Choose a template that best fits the purpose of the form. This provides a structure for the form fields and layout, streamlining the setup process.
Set the form target audience to leads:
Since the form will be capturing lead information, specify that the form’s target audience is “leads.” This will ensure that the data is processed and stored as lead records.
Set the form duplicate records strategy to the audience default strategy:
Define how duplicate records are managed. First, apply the default duplicate record strategy for leads. This sets an initial strategy for managing duplicates.
Publish the form:
After completing the setup and configuring the necessary options, publish the form to make it available for use.
Additional Context:
The Create a custom matching strategy and Set the form duplicate records strategy to the custom form matching strategy steps are optional and can be used for further refinement if the default strategy does not meet specific requirements for matching leads based on certain criteria.
By following these steps, you ensure the form is configured for capturing leads and manages duplicates effectively based on the default duplicate record strategy.
Microsoft Dynamics 365
Reference: Set up a Customer Insights – Journeys form
Duplicate Detection Rules in Dynamics 365
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?
- A . Dataverse record change trigger
- B . Custom trigger with lead profile data
- C . Custom trigger with contact profile data
- D . Email Link Clicked interaction trigger
A
Explanation:
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.
HOTSPOT
BDM1 has returned from vacation and needs to catch up on their scheduled tasks and activities.
Which two items can BMD1 select to see a reminder card for the meeting BDM2 scheduled in the assistant? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.
Explanation:
Show As
Visualize this view
To catch up on scheduled tasks and activities, BDM1 can use specific features in the Dynamics 365
Sales Hub interface. Here’s how they work in this scenario:
Show As:
The "Show As" option allows users to change the view of their current page. BDM1 can use this feature to switch to a timeline or agenda view, which can help display upcoming activities, tasks, and reminders in a format that may highlight pending actions, like the meeting scheduled by BDM2.
When in the appropriate view, reminder cards for tasks and meetings can surface based on relevance and priority.
Visualize this view:
The "Visualize this view" option helps BDM1 to see an overview of upcoming tasks, scheduled meetings, and associated records in a graphical format.
This visualization can be particularly useful for identifying key upcoming events like the meeting BDM2 scheduled, as it provides a clear summary of upcoming activities, aiding in prioritization and catch-up efforts.
Microsoft Dynamics 365
Reference: Using assistant cards in Dynamics 365 Sales
Configuring views and visualizations in Dynamics 365
By selecting these options, BDM1 can effectively access and view the assistant card related to the scheduled meeting, facilitating a quick catch-up on all pending activities.
HOTSPOT
BDM1 logs into the Sales Hub on June 3. 2024. BDM1 opens the assistant from the navigation bar.
Which two open opportunities will BDM1 see mentioned in the close date coming soon reminder cards? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.
Explanation:
BDM1 has a reminder setting for close dates that are coming up within the next 21 days, as configured in the system. Given that BDM1 logs in on June 3, 2024, here’s how to determine which opportunities will be highlighted in the "Close date coming soon" reminder cards:
Calculate the Reminder Period:
With a 21-day notification period, any opportunities with close dates on or before June 24, 2024 (21 days from June 3), will trigger a reminder card in the assistant.
Evaluate Close Dates for Opportunities:
London Office: Scheduled to close on June 4, 2024, which is within 21 days from June 3.
Toronto Office: Scheduled to close on June 12, 2024, which also falls within the 21-day reminder period.
Mexico City Office: Scheduled to close on June 18, 2024, within the 21-day reminder period.
Seattle Office: Scheduled to close on June 19, 2024, also within the 21-day period.
Based on this, London Office and Toronto Office are within the specified period and thus will appear as close date reminders for BDM1.
Microsoft Dynamics 365
Reference: Assistant and Insights cards in Dynamics 365 Sales
By applying the specified close date threshold, we can confirm that the reminder cards for opportunities closing on June 4 and June 12 will be displayed to BDM1, which corresponds to London Office and Toronto Office.
Topic 3, Misc Questions
A large construction company uses Dynamics 365 Sales to manage their sales pipeline.
All future jobs are logged in the system as opportunities. Depending on the type of work, some opportunities close faster, and others take longer due to dependency on the third-party vendors.
The sales team does NOT currently use the "On hold* option, as it does NOT provide enough details.
When working with open opportunities, the sales manager wants to know whether opportunities are pending permits or require asbestos removal.
You need to ensure that a salesperson can only select the "Pending Permits" or "Asbestos Removal" option when working with their opportunities to indicate the deal is taking longer.
What should you do?
- A . Edit the statuscodecolumn: add "Asbestos Removal" and ‘Pending Permits" status values to the "Open" status reasons.
- B . Edit the statecode column: rename the "Open" status value to "Asbestos Removal" and add a new "Pending Permits" status value.
- C . Edit the statecode column: rename the "On hold" status to "Asbestos Removal" and add a new ‘Pending Permits" status value.
- D . Edit the statuscode column: add "Pending Permits" to the "Open" status reason values, and rename "On hold" to "Asbestos Removal."
A
Explanation:
Understanding the Statuscode and Statecode Columns:
In Dynamics 365 Sales, opportunities have two primary columns related to their status: statecode and statuscode.
The statecode defines the primary state of an opportunity (e.g., Open, Won, Lost).
The statuscode provides more granular reasons associated with each primary state. For example, within the "Open" state, you can have various reasons such as "In Progress," "On Hold," etc.
Reference: Microsoft Documentation – Statecode and Statuscode in Dynamics 365
Modifying Status Reasons for Open Opportunities:
The construction company wants to indicate when opportunities are delayed due to specific external factors. To accommodate this, they need specific status reasons like "Pending Permits" and "Asbestos Removal."
By adding these as status reasons under the "Open" state, you enable sales team members to select these options directly from their current status options.
Reference: Microsoft Documentation – Customize Status Reasons for Opportunity Steps to Add New Status Reasons to Open Opportunities:
Navigate to Solution: Go to the Dynamics 365 Sales app, then to Settings > Customizations > Customize the System.
Locate the Opportunity Entity: In the default solution, find and expand the "Entities" list, then select "Opportunity."
Edit Statuscode Values: Within the "Opportunity" entity, select "Fields," then find and edit the statuscode field. Here, you can add new options under the "Open" status. Add "Pending Permits" and "Asbestos Removal."
Publish the Changes: After adding and saving the new status reasons, publish the changes so that they are available to users.
Verifying Custom Status Reason Visibility:
Ensure the new options are available on the Opportunity form for selection.
Test by opening an Opportunity and confirming that the "Pending Permits" and "Asbestos Removal" options are available under the Open status reasons.
Reference: Microsoft Documentation – Publishing Customizations in Dynamics 365
By following these steps, the sales team can now use specific status reasons to indicate why certain opportunities are delayed, providing clearer visibility into the sales pipeline’s status.
Topic 3, Misc Questions
A large construction company uses Dynamics 365 Sales to manage their sales pipeline.
All future jobs are logged in the system as opportunities. Depending on the type of work, some opportunities close faster, and others take longer due to dependency on the third-party vendors.
The sales team does NOT currently use the "On hold* option, as it does NOT provide enough details.
When working with open opportunities, the sales manager wants to know whether opportunities are pending permits or require asbestos removal.
You need to ensure that a salesperson can only select the "Pending Permits" or "Asbestos Removal" option when working with their opportunities to indicate the deal is taking longer.
What should you do?
- A . Edit the statuscodecolumn: add "Asbestos Removal" and ‘Pending Permits" status values to the "Open" status reasons.
- B . Edit the statecode column: rename the "Open" status value to "Asbestos Removal" and add a new "Pending Permits" status value.
- C . Edit the statecode column: rename the "On hold" status to "Asbestos Removal" and add a new ‘Pending Permits" status value.
- D . Edit the statuscode column: add "Pending Permits" to the "Open" status reason values, and rename "On hold" to "Asbestos Removal."
A
Explanation:
Understanding the Statuscode and Statecode Columns:
In Dynamics 365 Sales, opportunities have two primary columns related to their status: statecode and statuscode.
The statecode defines the primary state of an opportunity (e.g., Open, Won, Lost).
The statuscode provides more granular reasons associated with each primary state. For example, within the "Open" state, you can have various reasons such as "In Progress," "On Hold," etc.
Reference: Microsoft Documentation – Statecode and Statuscode in Dynamics 365
Modifying Status Reasons for Open Opportunities:
The construction company wants to indicate when opportunities are delayed due to specific external factors. To accommodate this, they need specific status reasons like "Pending Permits" and "Asbestos Removal."
By adding these as status reasons under the "Open" state, you enable sales team members to select these options directly from their current status options.
Reference: Microsoft Documentation – Customize Status Reasons for Opportunity Steps to Add New Status Reasons to Open Opportunities:
Navigate to Solution: Go to the Dynamics 365 Sales app, then to Settings > Customizations > Customize the System.
Locate the Opportunity Entity: In the default solution, find and expand the "Entities" list, then select "Opportunity."
Edit Statuscode Values: Within the "Opportunity" entity, select "Fields," then find and edit the statuscode field. Here, you can add new options under the "Open" status. Add "Pending Permits" and "Asbestos Removal."
Publish the Changes: After adding and saving the new status reasons, publish the changes so that they are available to users.
Verifying Custom Status Reason Visibility:
Ensure the new options are available on the Opportunity form for selection.
Test by opening an Opportunity and confirming that the "Pending Permits" and "Asbestos Removal" options are available under the Open status reasons.
Reference: Microsoft Documentation – Publishing Customizations in Dynamics 365
By following these steps, the sales team can now use specific status reasons to indicate why certain opportunities are delayed, providing clearer visibility into the sales pipeline’s status.
Topic 3, Misc Questions
A large construction company uses Dynamics 365 Sales to manage their sales pipeline.
All future jobs are logged in the system as opportunities. Depending on the type of work, some opportunities close faster, and others take longer due to dependency on the third-party vendors.
The sales team does NOT currently use the "On hold* option, as it does NOT provide enough details.
When working with open opportunities, the sales manager wants to know whether opportunities are pending permits or require asbestos removal.
You need to ensure that a salesperson can only select the "Pending Permits" or "Asbestos Removal" option when working with their opportunities to indicate the deal is taking longer.
What should you do?
- A . Edit the statuscodecolumn: add "Asbestos Removal" and ‘Pending Permits" status values to the "Open" status reasons.
- B . Edit the statecode column: rename the "Open" status value to "Asbestos Removal" and add a new "Pending Permits" status value.
- C . Edit the statecode column: rename the "On hold" status to "Asbestos Removal" and add a new ‘Pending Permits" status value.
- D . Edit the statuscode column: add "Pending Permits" to the "Open" status reason values, and rename "On hold" to "Asbestos Removal."
A
Explanation:
Understanding the Statuscode and Statecode Columns:
In Dynamics 365 Sales, opportunities have two primary columns related to their status: statecode and statuscode.
The statecode defines the primary state of an opportunity (e.g., Open, Won, Lost).
The statuscode provides more granular reasons associated with each primary state. For example, within the "Open" state, you can have various reasons such as "In Progress," "On Hold," etc.
Reference: Microsoft Documentation – Statecode and Statuscode in Dynamics 365
Modifying Status Reasons for Open Opportunities:
The construction company wants to indicate when opportunities are delayed due to specific external factors. To accommodate this, they need specific status reasons like "Pending Permits" and "Asbestos Removal."
By adding these as status reasons under the "Open" state, you enable sales team members to select these options directly from their current status options.
Reference: Microsoft Documentation – Customize Status Reasons for Opportunity Steps to Add New Status Reasons to Open Opportunities:
Navigate to Solution: Go to the Dynamics 365 Sales app, then to Settings > Customizations > Customize the System.
Locate the Opportunity Entity: In the default solution, find and expand the "Entities" list, then select "Opportunity."
Edit Statuscode Values: Within the "Opportunity" entity, select "Fields," then find and edit the statuscode field. Here, you can add new options under the "Open" status. Add "Pending Permits" and "Asbestos Removal."
Publish the Changes: After adding and saving the new status reasons, publish the changes so that they are available to users.
Verifying Custom Status Reason Visibility:
Ensure the new options are available on the Opportunity form for selection.
Test by opening an Opportunity and confirming that the "Pending Permits" and "Asbestos Removal" options are available under the Open status reasons.
Reference: Microsoft Documentation – Publishing Customizations in Dynamics 365
By following these steps, the sales team can now use specific status reasons to indicate why certain opportunities are delayed, providing clearer visibility into the sales pipeline’s status.
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.
Explanation:
Requirement #1
The requirement specifies that sellers want to convert leads gathered at events directly to contacts without necessarily creating opportunities initially.
The Quality lead experience setting in Dynamics 365 allows users to choose which records (Account, Contact, or Opportunity) to create when qualifying a lead.
By enabling this option, users can convert leads to contacts without automatically creating opportunities, aligning with the requirement.
Reference: Microsoft Documentation – Configure Lead Qualification Settings in Dynamics 365
Steps to Configure the Quality Lead Experience Setting:
Navigate to Settings > Administration > System Settings.
Go to the Sales tab.
Set Qualify lead experience to "Yes" to allow flexibility in lead conversion.
Requirement #2
The requirement states that sellers need different options for specifying the final status of deals.
The Customize close opportunity form setting allows customization of the form where users specify the status reason when closing an opportunity.
By enabling this, you can provide multiple status options, helping sellers specify various outcomes for closed deals (e.g., different statuses for won or lost deals).
Reference: Microsoft Documentation – Customize Opportunity Close Experience in Dynamics 365
Steps to Configure the Customize Close Opportunity Form Setting:
Navigate to Settings > Administration > System Settings.
Go to the Sales tab.
Set Customize close opportunity form to "Yes" to allow adding specific status options when an opportunity is closed.
By setting these configurations, Dynamics 365 Sales will support both the need for flexible lead qualification and provide detailed status options for opportunity closures, aligning with the organization’s requirements.
HOTSPOT
A bakery uses Dynamics 365 Sales. All loaves of bread sold at the bakery are priced the same. Special bread flavors are developed regularly.
You need to add a new flavor to the product catalog.
What should you do for each scenario? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.
Explanation:
Scenario 1: Adding a New Flavor to the Product Catalog
The bakery develops new bread flavors regularly, and these flavors are variations of an existing product (bread).
In Dynamics 365, product properties are used to define characteristics or options of a product, such as flavors, sizes, or colors. Since the bread flavors are variations, they can be treated as product properties rather than separate products.
By creating a product property, you can add new flavors as options under the existing bread product, allowing flexibility without altering the core product structure.
Reference: Microsoft Documentation – Define Product Properties in Dynamics 365
Steps to Create a Product Property:
Go to Sales > Product Catalog > Products.
Open the existing product (bread) and navigate to Product Properties.
Add a new property (flavor) and define the possible values (e.g., new flavors).
Save and publish the product with the updated properties.
Scenario 2: Changing an Order to a New Bread Flavor in an Opportunity
When a customer wants to change their order to a new flavor within an existing opportunity, the selected product in the opportunity can be updated to reflect the new flavor.
Since flavors are configured as product properties, you can select the specific flavor for the opportunity product directly without needing to recreate or delete the product from the opportunity.
This approach leverages product properties, ensuring that the change is streamlined and does not require re-adding or modifying the core product.
Reference: Microsoft Documentation – Configure Products in Opportunities in Dynamics 365
Steps to Select a New Flavor in the Opportunity Product:
Open the specific opportunity record in Dynamics 365.
Navigate to the product line items and select the bread product.
In the product properties, update the flavor to the new option as required.
Save the changes to ensure the opportunity reflects the new flavor selection.
These actions allow the bakery to manage new flavors flexibly within their product catalog and seamlessly adjust opportunities to accommodate flavor changes, enhancing customer satisfaction and operational efficiency.
HOTSPOT
A company is using Dynamics 365 Sales to track their sales pipeline.
Sales managers require their forecasting to include reasons why opportunities were lost, including losses to competitors.
You need to configure the sales process WITHOUT using custom code.
What should you do? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.
Explanation:
Requirement: Add the Type of Loss
To track reasons for lost opportunities, including specifics like losses to competitors, you need to provide additional details on why an opportunity was closed as lost.
The Status Reason field can be customized to include specific reasons for the loss. This field is used within the context of the Opportunity entity and allows the addition of options to detail specific loss types.
By modifying the Status Reason option set, you can add various reasons (like "Lost to Competitor") which will appear as options when closing an opportunity as lost.
Reference: Microsoft Documentation – Customize Status Reasons for Opportunities Steps to Modify the Status Reason Option Set:
Go to Settings > Customizations > Customize the System.
Locate the Opportunity entity and open its Fields section.
Find and select the statuscode (Status Reason) field.
Add new options to represent specific loss types and save the changes.
Publish the customization to make the new Status Reason options available for users.
Requirement: Record the Loss for Forecasting
Sales managers need to include lost opportunities and their reasons in forecasting. To ensure that this information is captured accurately, modifying the Opportunity Close form will allow users to specify details when marking an opportunity as closed (won or lost).
By customizing the Opportunity Close form, you can include fields that capture detailed information required for forecasting, such as the type of loss and any competitor information. This ensures that loss details are available for analysis and forecasting without needing custom code.
Reference: Microsoft Documentation – Customize Opportunity Close Experience in Dynamics 365
Steps to Modify the Opportunity Close Form:
In the Sales Hub, navigate to App Settings > Close Opportunity Experience.
Customize the Opportunity Close form to include fields that are relevant to capturing loss information, such as adding fields for competitors or reasons.
Save and publish the form to reflect the changes.
By modifying the Status Reason option set and customizing the Opportunity Close form, you enable the sales team to record detailed reasons for lost opportunities, which will support accurate forecasting and analysis, all without using custom code.
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?
- A . System customizer
- B . Sales team member
- C . Vice president of sales
- D . Salesperson
C
Explanation:
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.
Reference: Microsoft Documentation – Security Roles and Privileges in Dynamics 365
One of the data sources being ingested into Dynamics 365 Customer Insights – Data is Microsoft Dataverse. During the unification process, you need to identify the primary key.
Which three data types can you use as a primary key attribute? Each correct answer presents a complete solution. Choose three. NOTE: Each correct selection is worth one point.
- A . Integer
- B . Whole Number
- C . String
- D . Boolean
- E . GUID
B, C, E
Explanation:
In Dynamics 365 Customer Insights – Data, primary key attributes must uniquely identify records and be consistent across the data source.
Whole Number and GUID are commonly used data types for primary keys because they can uniquely identify records and are natively supported for primary keys in databases.
String can also be used as a primary key if it uniquely identifies each record (e.g., an email address).
Integer and Boolean are generally not used as primary keys in Customer Insights because they may not provide unique identifiers suitable for all scenarios.
Reference: Microsoft Documentation – Configure Primary Key in Dynamics 365 Customer Insights
You are implementing Dynamics 365 Customer Insights – Data as the company’s Customer Data Platform. You set up the data sources and start the unification process. You need to identify the primary table within the Matching conditions page.
Which two criteria should you use to determine the primary table? Each correct answer presents a complete solution. Choose two. NOTE: Each correct selection is worth one point.
- A . Choose the table with the most complete and reliable profile data about your customers.
- B . Choose the table that has the most related tables.
- C . Choose the Dynamics 365 contactabe when this is available as the data source.
- D . Choose the table that has several attributes in common with other tables.
A, C
Explanation:
When determining the primary table in Customer Insights during the unification process, the goal is to choose the table that provides the most robust and accurate customer profile information.
Criterion A is crucial because having complete and reliable customer profile data ensures that the unified profile is accurate and comprehensive.
Criterion C is recommended by Microsoft when using Dynamics 365 data, as the contact table often serves as the primary source of customer information within the Dynamics 365 ecosystem.
While tables with many related tables or common attributes with other tables may provide supplementary information, they do not necessarily constitute the primary source for reliable customer data.
Reference: Microsoft Documentation – Data Unification Process in Customer Insights
You are a marketing automation consultant.
Your customer wants to understand the benefits of using the query assist feature in Dynamics 365 Customer Insights – Journeys.
Why might your customer want to use this feature?
- A . Using the natural language feature allows marketers to build segments using simple words to specify what audience they want to target.
- B . When looking at a marketing journey created by another user, the natural language feature makes it easier to understand the logic of the journey and decide whether it meets the campaign goals.
- C . Using the natural language feature allows marketers to search Dataverse to retrieve single records using a right-hand pane on the model-driven app
- D . When looking at a segment created by another user, the natural language feature makes it easier to identify which journeys the segment is used in.
A
Explanation:
The Query Assist feature in Dynamics 365 Customer Insights – Journeys utilizes natural language processing to help marketers easily build segments.
By using simple language, marketers can describe their target audience without needing to know complex query syntax, making segmentation more accessible.
This feature is designed to streamline segment creation, allowing marketers to quickly define their audience with natural language inputs, which is particularly useful for users who may not be familiar with technical query building.
Reference: Microsoft Documentation – Use Query Assist for Segmentation in Customer Insights
You created and published lead scoring models in the Dynamics 365 Customer insights – Journeys application.
Your marketing team members inform you that they are NOT able to view the lead scoring insights.
You confirm the lead scoring models are published and are Live.
You need the marketing team to be able to view the lead scoring insights.
- A . Re-publish the lead scoring models to allow the system to capture the insights.
- B . Assign the Lead Score Viewer security role to the users.
- C . Set all leads to Active state to capture the insights.
- D . Set automatic lead scores cleanup to No lo capture the scoring.
B
Explanation:
For team members to view lead scoring insights, they must have appropriate permissions, specifically the Lead Score Viewer role in Dynamics 365 Customer Insights – Journeys.
Even though the lead scoring models are published and live, without the correct security role, users will not have access to view the insights.
Assigning the Lead Score Viewer role ensures that the users have the necessary access rights to review the lead scoring insights generated by the models.
Reference: Microsoft Documentation – Configure Security Roles for Lead Scoring