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Microsoft Dynamics 365 Customer Experience Analyst Sample Questions (Q54-Q59):
NEW QUESTION # 54
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. Custom trigger with contact profile data
- B. Dataverse record change trigger
- C. Email Link Clicked interaction trigger
- D. Custom trigger with lead profile data
Answer: B
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.
NEW QUESTION # 55
You are creating a pricing list in Dynamics 365 Sales. All prices must end in You need to select the function that establishes this pricing requirement. What should you use?
- A. Rounding Amount
- B. Rounding Policy
- C. Percentage
- D. Pricing Method
Answer: B
Explanation:
* In Dynamics 365 Sales, the Rounding Policy feature allows you to control how pricing values are rounded, such as ensuring prices end in specific digits (e.g., nearest whole number or a specified decimal value).
* The Rounding Policy can be configured to automatically adjust prices to the nearest whole value or any other desired rounding amount, ensuring consistency with pricing requirements.
* This feature is especially useful for scenarios where pricing must conform to specific formats, such as all prices ending in "0" or "5."
NEW QUESTION # 56
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. advanced features
- C. additional filters
- D. premium forecasting
- E. multiple columns
Answer: C
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 filters can 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 to Sales > Forecasts, and select or create a new forecast.
In the forecast settings, navigate to Filters and 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:
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.
NEW QUESTION # 57
Your company wants to enable Al features in their systems and use Copilot for Sales to connect to Dynamics 365 Sales dat a. You need to ensure that all eligible users have access.
Which three actions should you perform? Each correct answer presents part of the solution. Choose three. NOTE: Each correct selection is worth one point.
- A. Enable Copilot for Sales in Dynamics 365.
- B. Verify server-side synchronization is enabled and users have the correct security roles in Dynamics 365.
- C. Create a policy in Teams to install and pin Copilot for Sales and enable meeting transcripts.
- D. Install Copilot for Sales in Microsoft Outlook.
- E. Assign users the correct privileges to use Copilot for Sales in Teams.
Answer: A,B,E
Explanation:
Enable Copilot for Sales in Dynamics 365:
To make Copilot features available, you must enable Copilot for Sales within Dynamics 365. This involves setting up the environment so that Copilot can access and utilize the sales data effectively.
Verify Server-Side Synchronization and Security Roles:
Copilot for Sales relies on server-side synchronization to ensure data flow between Dynamics 365 and other services, such as Teams. Ensure that server-side synchronization is enabled and that users have the necessary security roles in Dynamics 365 to access and use Copilot.
Assign Privileges for Copilot in Teams:
Ensure that users have the correct privileges within Teams to access Copilot. This might involve configuring access policies and permissions so that eligible users can utilize Copilot features during their interactions within Teams.
NEW QUESTION # 58
You use business process flows for all Dynamics 365 opportunities. Some opportunities are closed before business process flow durations are calculated. You need to ensure that business process flow duration values are calculated.
Solution: Change the opportunity to an inactive state. Does this meet the goal?
- A. Yes
- B. No
Answer: A
Explanation:
* Changing the opportunity to an inactive state allows for the calculation of business process flow duration values, as this state transition prompts the system to finalize any duration metrics associated with the process flow.
* Business process flows calculate duration upon completion or transition of the process, so marking the opportunity as inactive triggers the system to calculate these durations.
NEW QUESTION # 59
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