Microsoft chinesedumps legit Mb-280 Exam Download by Ashley q18 vce pdf

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Microsoft MB-280 Exam Overview :

Exam Name:	Microsoft Dynamics 365 Customer Experience Analyst
Exam Code:	MB-280 Dumps
Vendor:	Microsoft	Certification:	Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate
Questions:	134 Q&A's	Shared By:	ashley

Question 24

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

Questions 24

Options:

Discussion

Answer:

Answer:

Explanation:

Explanation24

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.

[Reference: Microsoft Documentation - Access and Customize Tables in Dynamics 365, In the Forms Area, Create a Quick View Form with the Required Columns:, Within the Lead table, go to the Forms section and create a Quick View form. The Quick View form will be designed to include the necessary custom attributes from the Lead table., This step is crucial as the Quick View form will later be embedded in the Opportunity form to provide context about the originating lead., Reference: Microsoft Documentation - Create Quick View Forms, Select Tables > Opportunity:, After configuring the Quick View form in the Lead table, navigate to the Opportunity table where you will embed this Quick View form., In the Forms Area, Select the Main Form You Wish to Update:, Within the Opportunity table, go to the Forms area, and select the Main Form that sales users will use. This is where you will add the Quick View form created from the Lead table., Reference: Microsoft Documentation - Customize Main Forms in Dynamics 365, Add the Quick View Form as a Component:, Finally, add the previously created Quick View form as a component on the Opportunity Main Form. This will enable the embedded display of lead information, allowing users to view lead data directly within the Opportunity form., Once added, save and publish the form to make the changes effective., Reference: Microsoft Documentation - Add Quick View Forms to Other Forms, By following these steps, sales users can access lead information within the Opportunity form itself, streamlining their workflow by removing the need to navigate to the Lead record., , New, ]

Question 25

Your organization works with larger customers (accounts) that can have a single holding and then many subsidiaries through different levels in a parent-child relationship.

The chief commercial officer wants the sales team to start creating different account plans for each individual subsidiary.

You need to create a new custom account plan table so that records can have the same parent-child relationships as the account records. The relationships must be able to be visualized in a hierarchy.

Which four actions should you perform in sequence before saving and publishing your changes ' To answer, move the four appropriate actions from the list of actions to the answer area. Arrange the four actions in the correct order.

Questions 25

Options:

Discussion

Answer:

Answer:

Explanation:

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.

[Reference: Microsoft Documentation - Create Custom Tables in Dynamics 365, Create a 1, Self-Referential Relationship and Mark It as Hierarchical:, Establish a self-referential relationship within the Account Plan table where one record can be linked to another within the same table. Choose a 1, relationship type, where one parent account plan can have multiple subsidiary account plans., Mark this relationship as hierarchical to enable visual representation of the hierarchy. This is essential for tracking parent-subsidiary structures in a hierarchical view., Reference: Microsoft Documentation - Configure Self-Referential and Hierarchical Relationships, Open the Advanced Relationship Settings:, After setting up the hierarchical relationship, go to the Advanced Relationship Settings. This allows you to fine-tune options related to cascading behavior, which will control how changes in parent records impact related child records., Reference: Microsoft Documentation - Configure Advanced Relationship Settings, Go to the Hierarchy Settings Grid View:, Finally, navigate to the Hierarchy Settings to configure the visualization settings for this relationship. The Hierarchy Settings will enable you to define how the hierarchy is displayed, allowing users to see the parent-child relationships clearly., Once configured, publish the changes so that users can access the hierarchical view within the system., Reference: Microsoft Documentation - Configure and Use Hierarchy Settings, By following these steps, you will have configured the new custom account plan table with hierarchical visualization, meeting the requirements to manage and display complex parent-child relationships within your Dynamics 365 system., , ]

Question 26

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.

Options:

In the Record types of the timeline settings, uncheck the Notes option.

In the Activity area of the timeline settings, remove all activity types, except for Task. Email and Phone Call.

In the Record types of the timeline settings, uncheck the Posts option.

In the Record types of the timeline settings, uncheck the Activities option.

In the Notes area of the timeline settings, uncheck the Remove notes title when authoring option.

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