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Microsoft Dynamics 365 Customer Experience Analyst Sample Questions (Q35-Q40):
NEW QUESTION # 35
You are the Dynamics 365 administrator for a group of financial advisors.
Advisors must use one business process flow to guide them through the standard lead to invoice process.
Each table has the following number of stages and steps:
You need to modify the business process flow to make it valid. What should you reduce?
- A. total number of stages
- B. number of tables
- C. number of steps per stages
- D. total number of steps
Answer: A
Explanation:
* In Dynamics 365, business process flows are limited to 30 stages across all entities within a single process. Since each entity here (Lead, Opportunity, Quote, Order, Invoice) has 10 stages, the total would be 50 stages, exceeding the limit.
* To meet the requirements, you need to reduce the total number of stages to comply with this limitation. Reducing the total number of steps per stage, tables, or steps won't directly address the stage limit issue.
NEW QUESTION # 36
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 columns from the stable to the Active Onboard new pet view.
- B. Add columns from the Pet table to the All Onboard new pet view.
- C. Add a page for the Onboard new pet table to the Sales Professional app.
- D. Create a new column on the Pet table named "Onboarding stage" and add it to the Active pets view.
Answer: A,D
Explanation:
Adding Columns to the Active Onboard New Pet View (Option B):
To display the current active stage of the "Onboard new pet" business process flow, you need to ensure that the Active Onboard new pet view includes relevant columns from the Pet table, specifically those tracking process flow stages.
Creating and Adding a New "Onboarding Stage" Column (Option D):
Creating a column such as "Onboarding stage" on the Pet table helps track the active stage of the onboarding process directly within the view. This allows users to see at a glance which stage each pet is in without navigating away from the main view.
Other Options:
Option A (Adding a page) refers to modifying the app's navigation, which doesn't directly impact the visibility of the business process flow stage.
Option C (All Onboard New Pet View) may not be as relevant if you only need to focus on active onboarding records rather than all records.
Reference from Microsoft Documentation:
For configuring views and columns in Dynamics 365, refer to Create and edit views.
NEW QUESTION # 37
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 for Outlook security role.
- C. Enable sending on behalf of other users setting.
- D. Add the Dynamics 365 App to Outlook desktop app.
Answer: A,B
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:
* Add the Dynamics 365 App for Outlook Security Role:
Users need to be assigned the Dynamics 365 App for Outlook security role to 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.
NEW QUESTION # 38
You are a Dynamics 365 Sales administrator. You configure a forecast template that uses the Forecast category as a starting point for a layout for the sales team. The sales manager wants the value of the Lost column to come from the Total Detail Amount instead of the default value because the revenue is always driven by the items. You need to make the change. What should you do?
- A. Create a new forecast, remove the Lost column, and add a new calculated column.
- B. Edit the existing forecast and update the Amount column in the layout.
- C. Edit the existing forecast, remove the Lost column, and add a new calculated column.
- D. Create a new forecast and update the Amount column in the layout.
Answer: B
Explanation:
* Since the sales manager wants the Lost column in the forecast to reflect the Total Detail Amount, which is item-driven, you should update the Amount column in the existing forecast layout.
* By editing the existing forecast and changing the source for the Amount column to the Total Detail Amount, you can ensure the forecast accurately reflects item-based revenue calculations without needing to create a new forecast or add calculated columns.
NEW QUESTION # 39
You need to ensure that a user named User1 can assign salespeople to sales territories. The solution must use the principle of least privilege. To which security role should you assign User1?
- A. Vice president of sales
- B. Sales team member
- C. System customizer
- D. Salesperson
Answer: A
Explanation:
* To assign salespeople to sales territories, the user needs permissions to manage territory assignments, which is typically a higher-level responsibility.
* The Vice president of sales role includes privileges related to managing sales territories, unlike the Sales team member or Salesperson roles, which are more focused on direct sales tasks.
* The System customizer role does not specifically grant territory management permissions and is more focused on customization and configuration tasks.
NEW QUESTION # 40
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