Microsoft Updated MB-280 Exam Questions and Answers by ashley

The correct order of actions to enable sales users to view information from custom attributes on leads directly within opportunity records, without navigating to the lead record, is as follows:

Select Tables > Lead.

In the Forms area, create a quick view form with the required columns.

Select Tables > Opportunity.

In the Forms area, select the main form you wish to update.

Add the quick view form as a component.

Step by Step Comprehensive Detailed Explanation with ALL Microsoft Dynamics 365 References:

Select Tables > Lead:

Begin by selecting the Lead table, as the attributes that need to be displayed in the Opportunity form originate from the Lead record. This step ensures that you are working with the correct table that holds the data you need.

The correct order of actions to create a new custom account plan table with a hierarchical parent-child relationship visualization is as follows:

Create a new account plan table.

Create a 1

self-referential relationship and mark the relationship as hierarchical.

Open the advanced Relationship settings.

Go to the Hierarchy Settings grid view.

Step by Step Comprehensive Detailed Explanation with ALL Microsoft Dynamics 365 References:

Create a New Account Plan Table:

To model account plans for subsidiaries and manage the parent-child relationships, start by creating a new table (entity) named " Account Plan. "

This table will store information related to the account plans, and you can define custom fields and settings as needed.

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.

References 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.

Delete: Currently set to " Cascade All, " which is causing the issue of deleting the pet records when the Contact record is deleted. This should be changed to " Restrict " to prevent deletion if related Pet records exist.

Reparent: Since any active bookings should be updated when the Pet ' s primary owner is reassigned, the Reparent option should be set to " Cascade Active " instead of " Cascade All " to ensure that only active bookings are updated, not inactive ones.