Microsoft edusum microsoft Certified: Dynamics 365 Customer Experience Analyst Associate Changed Mb-280 Questions by Sylvie q6 vce pdf

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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:	sylvie

Question 12

Your organization is using Dynamics 365 Sales to track its sales pipeline, and you have implemented sales forecasting using the out-of-the-box sample forecast configuration.

The vice president of sales wants the forecast to categorize lost deals using the more detailed opportunity status code reasons of " Cancelled " and " Outsold. "

You need to enable the detailed categorization requested by the vice president of sales.

Which two actions should you take? Each answer presents part of a solution. (Choose two.)

NOTE: Each correct selection is worth one point.

Options:

Add the detailed lost reasons to the opportunity forecast category option set.

Create a new cloud flow to map opportunity state code to forecast category.

Add the detailed lost reasons to the msdyn_forecastinstance status code option set.

Update the field mappings in the Opportunity Forecast Category Mapping Process workflow.

Discussion

Question 13

A company ' s IT department has a .CSV file stored on one of their Shared Documents folders within their Microsoft SharePoint sites. The data from the .CSV file is ingested into Dynamics 365 Customer Insights - Data.

The file contains a row header and columns of different types, such as quantities and prices. The file also contains some rows with a high proportion of nulls.

You need to clean and transform the data in Customer Insights - Data to be ready for unification.

Solution: Transform the first row to be used as headers, remove rows that contain null values, and name the query. Select Next and your data is now ready for unification.

Does this meet the goal?

Options:

Yes

Discussion

Question 14

The analytics team at your organization has created Power Bl reports that enrich data about your accounts from Dynamics 365 Sales with data NOT contained in Dynamics 365 Sales. The Power Bl reports are referenced by your executive leadership as the primary source of truth about account success metrics. Sales leadership has requested that sales users can see these insights about the accounts they have access to within Dynamics 365 Sales. You need to enable the insights to be available to sales users in Dynamics 365 Sales. What should you do?

Options:

Provide a link to the Power Bl report in the ribbon on the account form.

Create a dashboard in Dynamics 365 Sales that contains account data.

Embed the Power Bl Dashboard as a dashboard in the Dynamics 365 Sales application.

Embed the Power Bl report using contextual filtering for accounts.

Discussion

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Question 15

A large construction company uses Dynamics 365 Sales to manage their sales pipeline.

All future jobs are logged in the system as opportunities. Depending on the type o( work, some opportunities close faster, and others take longer due to dependency on the third-party vendors.

The sales team does NOT currently use the " On hold* option, as it does NOT provide enough details.

When working with open opportunities, the sales manager wants to know whether opportunities are pending permits or require asbestos removal.

You need to ensure that a salesperson can only select the " Pending Permits " or " Asbestos Removal " option when working with their opportunities to indicate the deal is taking longer.

What should you do?

Options:

Edit the statuscodecolumn: add " Asbestos Removal " and ' Pending Permits " status values to the " Open " status reasons.

Edit the statecode column: rename the " Open " status value to " Asbestos Removal " and add a new " Pending Permits " status value.

Edit the statecode column: rename the " On hold " status to " Asbestos Removal " and add a new ' Pending Permits " status value.

Edit the statuscode column: add " Pending Permits " to the " Open " status reason values, and rename " On hold " to " Asbestos Removal. "

Discussion

Answer:

Explanation:

Understanding the Statuscode and Statecode Columns:

In Dynamics 365 Sales, opportunities have two primary columns related to their status: statecode and statuscode.

The statecode defines the primary state of an opportunity (e.g., Open, Won, Lost).

The statuscode provides more granular reasons associated with each primary state. For example, within the " Open " state, you can have various reasons such as " In Progress, " " On Hold, " etc.

[Reference: Microsoft Documentation - Statecode and Statuscode in Dynamics 365, Modifying Status Reasons for Open Opportunities:, The construction company wants to indicate when opportunities are delayed due to specific external factors. To accommodate this, they need specific status reasons like "Pending Permits" and "Asbestos Removal.", By adding these as status reasons under the "Open" state, you enable sales team members to select these options directly from their current status options., Reference: Microsoft Documentation - Customize Status Reasons for Opportunity, Steps to Add New Status Reasons to Open Opportunities:, Navigate to Solution: Go to the Dynamics 365 Sales app, then to Settings > Customizations > Customize the System., Locate the Opportunity Entity: In the default solution, find and expand the "Entities" list, then select "Opportunity.", Edit Statuscode Values: Within the "Opportunity" entity, select "Fields," then find and edit the statuscode field. Here, you can add new options under the "Open" status. Add "Pending Permits" and "Asbestos Removal.", Publish the Changes: After adding and saving the new status reasons, publish the changes so that they are available to users., Verifying Custom Status Reason Visibility:, Ensure the new options are available on the Opportunity form for selection., Test by opening an Opportunity and confirming that the "Pending Permits" and "Asbestos Removal" options are available under the Open status reasons., Reference: Microsoft Documentation - Publishing Customizations in Dynamics 365, By following these steps, the sales team can now use specific status reasons to indicate why certain opportunities are delayed, providing clearer visibility into the sales pipeline's status., , , ]

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