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Microsoft Dynamics 365 Customer Experience Analyst Sample Questions (Q75-Q80):

NEW QUESTION # 75
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You recently implemented Dynamics 365 Sales within your organization's sales team. Based on the initial evaluation, adoption is limited as most sales users prefer to work from Microsoft Outlook.
You decide to enable the Dynamics 365 App for Outlook.
You need to perform the various actions required. Each correct action is part of the solution but does NOT solve the problem completely.
Solution: Within the system settings and email configuration, you set Process Email Using to Dynamics 365 for Outlook.
Does this meet the goal?

A. No
B. Yes

Answer: A

Explanation:
Correct:
* : From the email settings in the Advanced settings, you migrate email router data from server- side synchronization to Dynamics 365 app for Outlook.
[See step 1 below. Use Server-side synchronization]
* You test the email configuration and enable the mailboxes for the Dynamics 365 App for Outlook designated users. [Yes, see step 2 below] Incorrect:
* Within the system settings and email configuration, you set Process Email Using to Dynamics
365 for Outlook. [No, set this to Server-side synchronization. See step 1 below] Note:
Deploy and install Dynamics 365 App for Outlook
Step 1: Set the default synchronization method
To use Dynamics 365 App for Outlook, you need to set server-side synchronization for your email processing.
1. From your app, go to Settings > Advanced Settings.
2. Go Settings > Administration and then select System Settings.
3. Select the Email tab, and set Process Email Using to Server-Side Synchronization.
Step 2: Test email configuration and enable mailboxes
Enable and test your user mailboxes so they can use Dynamics 365 App for Outlook.

NEW QUESTION # 76
Drag and Drop Question
You are designing the user experience for sales users at your organization for a variety of tasks.
One of the user experience requirements is for sales users to be able to see information from custom attributes created for originating leads for opportunities WITHOUT having to navigate to the Lead record.
You are already signed in to the correct editing application and you now need to configure the user experience in Dynamics 365 Sales to enable this.
Which five actions should you perform in sequence before saving and publishing your changes?
To answer, move the five appropriate actions from the list of actions to the answer area. Arrange the five actions 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.

Answer:

Explanation:

Explanation:
1. Select Tables > Lead: Begin by selecting the table that contains the information you want to display (Lead table).
2. In the Forms area, create a quick view form with the required columns: Create a quick view form for the Lead table to display the necessary lead information.
3. Select Tables > Opportunity: Move to the Opportunity table where you want to display the information.
4. In the Forms area, select the main form you wish to update: Select the main form for the Opportunity table that will display the information.
5. Add the quick view form as a component: Add the previously created quick view form to the Opportunity form to display lead information without navigating away.

NEW QUESTION # 77
Drag and Drop Question
You are a Dynamics 365 Sales system customizer.
Salespeople report that they cannot search for open and closed opportunities using the search tool in the Quick Find View.
You need to configure the search tool to show the open and closed opportunities in the Customize the System area.
Which three actions should you perform in sequence? To answer, move the three appropriate actions from the list of actions to the answer area. Arrange the three actions in the correct order.

Answer:

Explanation:

Explanation:
1. Open the Quick Find View.
The Quick Find View controls what records are shown when users search for opportunities.
2. Delete the filter criteria Status "Equals Open."
The current filter is restricting search results to only open opportunities.
3. Change the filter criteria to Status "Does Not Equal Open."
This ensures that both open and closed opportunities are included in search results.

NEW QUESTION # 78
A company uses Microsoft SharePoint document management in Dynamics 365 Sales to store contracts.
The company wants only the contracts team to have access to the documents. The contracts team has a custom security role.
You need to restrict privileges to secure the documents.
What should you do?

A. Create a new security role in Dynamics 365 Sales.
B. Create a new group in the SharePoint site.
C. Update privileges in the Dynamics 365 Sales security role of the contract team.
D. Update the users list in the SharePoint site.

Answer: D

Explanation:
To restrict access to documents stored in SharePoint for the contracts team, you should update the users list in the SharePoint site. By managing permissions directly within SharePoint, you can ensure that only members of the contracts team have access to the documents related to contracts.
This approach allows for more granular control over who can view or edit the documents.

NEW QUESTION # 79
Hotspot Question
You are a Dynamics 365 administrator. The sales team uses goals to track actual to target opportunity amounts.
A salesperson reviews their goals chart and observes the following:
- An opportunity updated today is not included in the chart.
- The time period for the goal is not accurate.
You need to resolve these issues.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.

Answer:

Explanation:

Explanation:
Issue: Opportunity updated today is NOT included in the chart.
Action: Update roll-up settings.
If the opportunity updated today is not showing in the chart, this is likely due to the roll-up settings not being configured to include the latest data. Roll- up settings determine when and how data is rolled up for goals and KPIs.
Issue: Time period for the goal is inaccurate.
Action: Have the manager update the goal.
The goal time period is typically managed at a higher level, so a manager would need to update the goal time period to ensure it is accurate and reflects the correct reporting period.

NEW QUESTION # 80
......

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2025 Valid Test MB-280 Fee | Perfect Microsoft Dynamics 365 Customer Experience Analyst 100% Free Online Version

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Microsoft Dynamics 365 Customer Experience Analyst Sample Questions (Q75-Q80):

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