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Microsoft Dynamics 365 Customer Experience Analyst Sample Questions (Q65-Q70):

NEW QUESTION # 65
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.

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.
References from Microsoft Documentation:
* For configuring views and columns in Dynamics 365, refer to Create and edit views.


NEW QUESTION # 66
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?

Answer: B


NEW QUESTION # 67
Your organization used Gmail previously and had only one Gmail server profile.
You recently moved to Exchange Online and you need to complete the set up for server-side sync with Exchange Online and ensure all mailboxes are working.
Which three actions should you perform in sequence before saving your changes? To answer, move the three appropriate actions from the list of actions to the answer area. Arrange the three actions in the correct order.

Answer:

Explanation:

Explanation:

* Update All User Mailboxes to Sync with Exchange Online:
* Since your organization has moved from Gmail to Exchange Online, the first step is to update the mailbox settings for each user to enable synchronization with Exchange Online. This change in configuration aligns with the new email server settings, allowing Dynamics 365 to handle email via Microsoft Exchange Online instead of Gmail.
* This step ensures that user mailboxes are correctly configured to communicate with the new Exchange environment.
Reference: Microsoft Documentation - Set Up Server-Side Synchronization with Exchange Online Approve Email for All Relevant Users:
After updating the mailbox configurations, it's necessary to approve email for all relevant users. This step confirms that the email addresses are verified and allowed to send and receive emails through Dynamics 365.
This approval step is required to ensure that Dynamics 365 has permissions to access and synchronize with each user's mailbox in Exchange Online.
Reference: Microsoft Documentation - Approve User Email for Server-Side Synchronization Test the Email Configuration and Enable the Selected Email Mailboxes for All Relevant Users:
Finally, testing the email configuration ensures that server-side synchronization is functioning correctly with Exchange Online. Once the test is successful, enabling the email mailboxes activates the synchronization for all users.
This step verifies that the settings are correct and that emails can be processed as expected, finalizing the setup.
Reference: Microsoft Documentation - Test and Enable Mailboxes
By updating the mailbox settings to Exchange Online, approving email access, and testing and enabling the configuration, you ensure a smooth transition from Gmail to Exchange Online for server-side synchronization, enabling efficient email communication through Dynamics 365.


NEW QUESTION # 68
HOTSPOT
You are working a list of leads in Dynamics 365 Sales.
You have a custom security role that contains the following privileges:
create and edit user-level privileges on the lead and note entities.
business unit-level append, append to, and assign privileges on the lead and note entities.
organization-level share privileges on the lead and note entities.
You need to perform the following actions on leads:
add notes to leads.
assign leads to other users.
How should you manage leads? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.

Answer:

Explanation:

Explanation:


NEW QUESTION # 69
Drag and Drop Question
Your organization believes sales representatives can gain a lot of value from generative AI support in their daily tasks.
A group of early adopters has been identified and grouped into an Entra user group named "AI Early Adopters." You need to install Copilot for Sales in Microsoft Outlook in order to deploy it to this group.
Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area. Arrange the three actions in the correct order.

Answer:

Explanation:

Explanation:
Reference:
https://learn.microsoft.com/en-us/microsoft-sales-copilot/install-viva-sales-as-an-integrated-app


NEW QUESTION # 70
......

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