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MB-280 Practice Questions

Question # 1
You need to enable the Dynamics 365 App for Outlook for the sales team. You need to perform the prerequisite actions before you can add the app for all users. Which two actions should you perform? Each correct answer presents part of the solution. Choose two. NOTE: Each correct selection is worth one point.
A. Enable mailboxes.
B. Add the Dynamics 365 App to Outlook desktop app.
C. Add the Dynamics 365 App for Outlook security role.
D. Enable sending on behalf of other users setting.


A. Enable mailboxes.
C. Add the Dynamics 365 App for Outlook security role.

Explanation:
Enable Mailboxes:
To use the Dynamics 365 App for Outlook, each user’s mailbox must be enabled for server-side synchronization. This ensures that emails, appointments, and tasks can sync between Outlook and Dynamics 365.

Without enabling the mailboxes, the synchronization won’t be functional, making it a critical prerequisite.

[Reference:Microsoft Documentation - Enable Mailboxes for Dynamics 365, Add the Dynamics 365 App for Outlook Security Role:, Users need to be assigned theDynamics 365 App for Outlook security roleto access the app. This role grants the necessary permissions to interact with Dynamics 365 through Outlook., Assigning this role ensures that users have the correct access rights to use the app within their Outlook environment., Reference:Microsoft Documentation - Security Roles for Dynamics 365 App for Outlook, ]

Question # 2
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. Choose two. NOTE: Each correct selection is worth one point.
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.


B. Add columns from the stable to the Active Onboard new pet view.
D. Create a new column on the Pet table named "Onboarding stage" and add it to the Active pets view.


Question # 3
You are creating a forecast. You want to include only opportunities that sell You need to configure this within the system. What should you configure?
A. separate views
B. additional filters
C. multiple columns
D. premium forecasting
E. premium forecasting


B. additional filters

Explanation:
Requirement Analysis:
The goal is to include only specific opportunities—those that "sell"—in the forecast. This requires the ability to selectively include opportunities that meet specific criteria, such as the status, stage, or type of sale.
Solution - Using Additional Filters:
In Dynamics 365 Sales,additional filterscan be applied within the forecast configuration to refine the opportunities included. Filters allow you to specify criteria such as opportunity status, probability, estimated revenue, or any custom field that signifies the opportunity has "sold."
By setting up filters, you can ensure that only opportunities matching the desired criteria are included in the forecast, providing a targeted and accurate view of expected sales.
Steps to Configure Additional Filters in Forecasting:
Go toSales>Forecasts, and select or create a new forecast.
In the forecast settings, navigate toFiltersand add conditions that define which opportunities are included. For example, you can filter based on status (e.g., only include opportunities marked as "Won").
Save and apply the filter settings to ensure only the relevant opportunities appear in the forecast.
[Reference:Microsoft Documentation - Configure Filters in Forecasts, Benefits of Using Filters:, Filters provide flexibility to customize the forecast view, allowing for detailed segmentation of opportunities based on specific conditions., This approach ensures that the forecast reflects only the opportunities that are relevant to your defined criteria, which in this case is opportunities that have "sold.", By using additional filters, you can effectively control which opportunities are included in your forecast, aligning it with specific business needs and improving forecast accuracy., ]

Question # 4
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. 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.

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 thePostsoption 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 Edeals with the display format of notes but does not restrict their visibility, which does not align with the requirement to exclude posts specifically.
References from Microsoft Documentation:
For configuring and customizing the timeline control, refer toCustomize a timeline controlin Dynamics 365 documentation for detailed steps on modifying timeline settings and activity visibility.

Question # 5
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. One duplicate detection job and three duplicate detection rules.

Explanation:
To identify duplicate records, you need to configure bothduplicate detection rulesandduplicate detection jobs.
Since Terra Flora requires identifying duplicate pet records across various fields, creatingthree duplicate detection rulesis likely necessary to cover different columns (such as name, breed, and dietary requirements) in the Pet table.
One duplicate detection jobis sufficient to run these rules concurrently, scanning the database for duplicates across the specified columns. This job can be scheduled or run manually.
Option Bis correct as it ensures comprehensive coverage with three rules addressing various fields and one job to manage the duplicate detection process.
References from Microsoft Documentation:
For guidance on setting up duplicate detection jobs and rules, refer toDetect duplicate records in Dynamics 365.

Question # 6
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. Choose two. NOTE: Each correct selection is worth one point.
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. 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.

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 theSales Copilot user roleassigned. 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:
TheView Audit Historypermission 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.

Question # 7
You have opportunities that have values in multiple currencies. You manually update currency exchange rates once per month. You need to ensure that currency values are accurately reported. When is the new currency exchange rate applied to the opportunity records?
A. When an opportunity changes the status reason.
B. When the calculate rollup field system job for the msdyn_projectteam table runs.
C. When the calculate rollup field system job for the account table runs.
D. When an opportunity changes the status.


A. When an opportunity changes the status reason.

Explanation:
 In Dynamics 365 Sales, currency exchange rates are applied to opportunity records when specific triggers occur. These exchange rates are updated manually on a periodic basis (e.g., once a month) to reflect current currency values.
 Exchange rates are recalculated for an opportunity when there is a change in the status reason(e.g., from open to won or lost). This trigger ensures that the most recent exchange rate is used when key changes occur in the opportunity lifecycle, maintaining accurate currency reporting.
[Reference:Microsoft Documentation - Currency Management in Dynamics 365, ]

Question # 8
A battery manufacturer wants to sell their batteries in boxes of 12 and cases of 24 boxes. You need to set up a unit group so that the manufacturer can sell different quantities. What should you create first?
A. primary unit
B. related unit
C. base unit


C. base unit

Explanation:
 In Dynamics 365 Sales, when setting up aunit group, you must first define thebase unit. This is the fundamental unit of measurement for a product and serves as the foundation for defining related units within the group.
 For the battery manufacturer, defining abase unit(such as a single battery) is necessary before configuring related units for boxes of 12 and cases of 24 boxes, as these will be multiples or related units derived from the base unit.
[Reference:Microsoft Documentation - Create Unit Groups and Units, ]

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Exam Name: Microsoft Dynamics 365 Customer Experience Analyst
Certification Name: Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate

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  • Total Questions: 60
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