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Microsoft Dynamics 365 Customer Experience Analyst Sample Questions (Q118-Q123):

NEW QUESTION # 118
Hotspot Question
You are customizing a workspace in the sales accelerator.
The workspace must display the industry of a company.
You need to configure the work item appearance for a company.
Which two settings should you modify? To answer, select the appropriate UI element in the answer area.
NOTE: Each correct selection is worth one point.

Answer:

Explanation:

Explanation:
Box 1: Select record type: Contacts [With the intent to change to Company] Change the record type from Contacts to Company.
Dynamics 365 Sales, Customize the appearance of work items
In the Select record type list, select the record type you're customizing work items for.
Box 2: The Pencil icon
Under the Customize section, use the following options to customize:
To change the icon that appears on a work item, select the pencil icon, and then choose one of the following options:
Record image: A photo of the contact, if one is available
Record initials: The contact's first and last initials
Record type: The icon associated with the record type
Activity type: The icon associated with the current activity on the record


NEW QUESTION # 119
Drag and Drop Question
The sellers at your organization are keen to adopt generative AI capabilities and use them efficiently.
They have been editing Contact records directly in Copilot for Sales and have now provided feedback that they would be more productive if they could also edit Account records directly in Copilot for Sales.
However, the vice president of sales does NOT want the sellers to be able to edit the "Revenue Forecast" field in Copilot for Sales.
You need to enable these requirements.
Which four actions should you perform in sequence? To answer, move the four appropriate actions from the list of actions to the answer area. Arrange the four actions in the correct order.

Answer:

Explanation:

Explanation:
1. In Copilot for Sales admin settings, select Forms: You start by going into the admin settings where forms are managed within Copilot for Sales.
2. Select the Account record type: Once in the forms settings, you need to select the relevant record type (Account) that the sellers want to edit in Copilot for Sales.
3. In the Manage fields section, turn off Allow editing for the "Revenue Forecast" field: To meet the requirement of not allowing edits to the "Revenue Forecast" field, you need to disable the editing permission for that specific field.
4. In the Editing records section, select Edit records inside Copilot for Sales: Finally, you enable the ability to edit records inside Copilot for Sales for the sellers.


NEW QUESTION # 120
DRAG DROP
A company uses Dynamics 365 Sales to manage product lines.
You need to set up the product catalog, including the ability for sellers to apply quantity discounts.
In which order should you perform the actions? To answer, move all actions from the list of actions to the answer area and arrange them 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.

Answer:

Explanation:

Explanation:

The correct order of actions to set up a product catalog, including the ability for sellers to apply quantity discounts, is as follows:
* Create units.
* Add products.
* Create price lists.
* Add price list items.
* Create discount lists.
* Create Units:
* Start by defining units (e.g., each, box, dozen) for your products. Units specify how products are measured and sold, which is essential for setting pricing and discounts.
* This step ensures that all products have consistent units of measure before adding them to the catalog.
Reference: Microsoft Documentation - Set Up Units in Dynamics 365 Sales Add Products:
After units are created, add products to the catalog. Each product will have an associated unit and a description that defines it within the catalog.
Ensure products are added with complete details to enable proper pricing and discounting later.
Reference: Microsoft Documentation - Create and Manage Products
Create Price Lists:
Next, create price lists that define the pricing for products. Price lists can be specific to regions, customer types, or other criteria and are essential for associating products with prices.
A price list is necessary for assigning product prices, enabling you to link prices with discount lists in the subsequent steps.
Reference: Microsoft Documentation - Set Up Price Lists
Add Price List Items:
Add price list items to assign specific products to price lists and set their prices. This links each product with its pricing based on the price list created earlier.
It allows flexibility to have different pricing structures for the same product across multiple price lists if needed.
Reference: Microsoft Documentation - Add Price List Items
Create Discount Lists:
Finally, create discount lists to apply quantity discounts on products. Discount lists define percentage or flat rate discounts based on purchase quantities, which can then be applied when products are added to sales orders or quotes.
This step ensures that sellers can apply quantity-based discounts, meeting the requirement for the product catalog setup.
Reference: Microsoft Documentation - Create and Configure Discount Lists By following these steps in the specified order, you can set up a product catalog that includes units, products, price lists, price list items, and discount lists, allowing sellers to manage product pricing and apply quantity discounts effectively.


NEW QUESTION # 121
You need to configure the required audit settings.
Which two actions should you perform? Each correct answer presents part of Ihe solution. Choose two.
NOTE: Each correct selection is worth one point.

Answer: A,E

Explanation:
* Enable Auditing on Columns (Options A and D):
* Enabling auditing on specific columns like Dietary requirements and Email address ensures that any changes to these fields are tracked. This meets Terra Flora ' s requirement to log changes to these fields along with details of who made the changes and the timestamp.
* Enable Auditing on Pet and Contact Tables (Options B and C):
* By enabling auditing at the table level for Pet and Contact, you ensure that any updates to these tables, including changes to all associated columns, are recorded. This broad setting ensures full coverage of auditing for both tables.
* Enable Audit User Access (Option F):
* This option is recommended to track when users access certain data, which can help with compliance and monitoring user interactions with sensitive data.
* Option E (Start Read Auditing):
* Read auditing tracks when records are read. If compliance requires monitoring every time a record is accessed, enabling this could be necessary; however, the primary focus is on modifications rather than access alone.
References from Microsoft Documentation:
* For setting up auditing, see Auditing overview for Dynamics 365.


NEW QUESTION # 122
A company uses Dynamics 365 Sales with assignment rules. The assignment rules use a segment to filter the lead records.
A sales manager wants to automatically add a series of tasks by using the same criteria as the assignment rules.
You need to create the tasks and assign the tasks to the lead records.
In which order should you perform the actions? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.

Answer:

Explanation:

Reference:
Add Tasks to the Sequence:
After creating the sequence, add the specific tasks that need to be automatically generated and assigned to the leads. These tasks can be calls, follow-ups, emails, etc., that need to be completed as part of the sales process.
Connect the Existing Segment to the Sequence:
Once the tasks are added, connect the sequence to the existing segment that filters the lead records based on assignment rules. This ensures that only leads within this specific segment are targeted by the sequence.
The segment is a subset of leads that meet certain criteria, and connecting it to the sequence allows for automated task assignment according to the segment's filtering rules.
Activate the Sequence:
Finally, activate the sequence to begin the automated assignment of tasks to lead records that meet the segment criteri a. Activation makes the sequence live, enabling the automated process to assign tasks to each lead as per the sequence setup.
By following these steps, the sales manager can ensure that tasks are automatically generated and assigned to leads according to the same criteria used by the assignment rules, streamlining task management for the sales team.


NEW QUESTION # 123
......

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