MB-280 Dumps Updated to V9.02 with 121 Practice Questions and Answers – Help You Focus On Essential Areas for Preparation

1. Topic 1, Terra Flora

Background information

Terra Flora, Incorporated is a boutique pet hotel that has been in business for six (6) months. The hotel guests include both dogs and cats.

The founder created the Dynamics 365 Sales Professional environment to grow their network and pipeline. They started out using out-of-the-box capabilities only and using the Sales Professional app only. Only one environment (production) is in use.

The pet hotel is gaining in popularity and the number of bookings is growing. The founder has shifted their focus to customizing their environment to record the information they need to delight their customers by tailoring the experience to their unique pets.

Terra Flora has recently hired a part-time carer for the resident pets. The carer has been granted the Salesperson security role to allow them to record new leads and update customer information.

You are a Dynamics 365 Customer Experience consultant who has been hired to assist Terra Nova with their customizations, resolve issues, and advise on best designs to meet their requirements.

Overall configurations

To better understand their four-legged customers, Terra Flora has created a custom Portable, which is user-owned and related 1 -n with the Contact table, which represents the pets' primary owner.

The Per table has been added to the Sales Professional app sitemap. The table has the following columns, each created WITHOUT making any changes to the advanced options.

A pet sub-grid has been added to the Contact main form, using the Active Pets view.

Additionally, Read, Write, and Update, Append, Append To, and Assign access to the Pet table has been added to the Salesperson security role.

"Onboard new pet" business process flow

The founder is creating a business process flow named Onboard new pet to ensure that appropriate information is recorded for all new pets, starting with ensuring the correct litter choices are selected for cats who will be staying at Terra Flora.

When the Onboard new pet business process flow is done, the founder wants to have access to a view that will display all active pets including the Name and Type columns, as well as the current stage on the Onboard new pet business process flow.

Pet table icon

A custom image svg file has been created for the Portable.

Terra Flora wants to ensure this image is displayed alongside the pet page within the app.

Related Pet table activities

Terra Flora wants carers to be able to see their pets' activity history, as well as add new activities related to their pets.

They want the following information to appear on their pets' timeline:

• Tasks carers completed or should do,

• E-mails exchanged with pet's owner (customer).

• A record of phone calls.

Other types of activities should NOT appear to users on the Pets forms.

The founder edited the Pet table advanced setting to enable associating Pet records with activities.

The founder also added Pet table to the app sitemap that i being used.

Attachments are enabled for the tfeftable, including notes and files. But users should NOT see posts in the pet's activity timeline.

Post configuration is NOT enabled for the Pet table.

Logs

Auditing, log access, and read logs have been enabled in the production environment Auditing has started on the Terra Flora environment and has been enabled for common entities.

Breed galas

To celebrate their upcoming first year in operation, the founder is planning a series of breed galas.

The series begins with a Corgi dog breed meet-up gala.

The breed of an owner's pet may be mentioned in many places within the system, including:

1. Emails (subject or body)

2. Notes (including Word documents exports of PDFs uploaded as attachments)

3. Single or multiple lines of text columns on any standard table (including lead, contact and opportunity at minimum)

4. On the Pet table in either the Description or in the Breed columns.

Additionally, the breed may be referenced in several ways including singular, multiple, shorthand (for example: corgi, corgis, or corgs), and may have been misspelled.

Corgi meet-up gala

The carer needs to be assigned ownership of several Contact records (representing customers that own Corgis) that live nearby so that event flyers can be delivered personally. When the carer is delivering flyers, they need to quickly check the owner and related pet information on their phone.

When the Contact records are assigned to carer, any pets that are related to these contacts via the primary owner relationship should also be assigned to the carer.

The founder has created a business process flow on the Portable named Corgi meet-up to allow Corgis to be registered as attending the gala. This business process flow is second in the default order on the Pet table. If the carer has a conversation with the owners, the carer is required to add notes to the timeline and complete the first stage of the business process flow.

Issues

Before the creation of the Pet table, information regarding pets was either added to the owner's Contact record in the form of notes or created as Contact records themselves.

These Contact records used the name of the pet in the Last Name column and the owner's address in the first set of Address columns.

When these pet Contact records are identified, they are deactivated.

No duplicate detection rules have been published and duplicate pet records are currently present across both the Contact and Pet tables.

Auditing

When a pet's dietary requirements or a Contact's email address is updated, Terra Flora requires the following information to be logged:

1. The user who made the change.

2. The current and previous values of the columns.

3. The time and dale of the changes.

Terra Flora also needs to track any exports of records to Microsoft Excel within the compliance center.

Relationship behavior

Recently, a pet owner informed Terra Flora that their pet cat has been rehomed.

After receiving this information, the carer deleted the owner's Contact record from the system, which in turn deleted the Pet record.

Shortly after, the new pet owner contacted Terra Flora to book their cat for a stay and was frustrated that Terra Flora had NOT retained a record of their cat's dietary requirements or any of the previous carer notes about the cat.

In such situations. Terra Flora now requires that the owner's Contact record should NOT be allowed to be deleted if any Pet records are related to it via the primary owner look-up column.

Users should be required to update the look-up column to new owner's Contact record or remove the current value first before they can delete the Pet record. If the new owner's Contact record is selected on a pet any active bookings against the pet should also be updated to the new owner, but previous inactive bookings should NOT be updated.

Business process flows and the Corgi meet-up gala

The founder has recently made an update to the Onboard new pet business flow but now CANNOT activate it. For the Corgi gala, the founder has asked the carer for help in:

1. completing the registrations that the founder started, and

2. registering more Corgis for the upcoming gala.

When the carer creates new pet records, the carer is UNABLE to see the Corgi meet-up business process flow.

Currently, when the carer checks the owner's record on their phone, the related pet information is difficult to view as they must scroll down to review the information.

You need to ensure the active stage of the business process flow is visible in a view on the Pet table that you share with the founder.

Which two actions should you perform to meet the founder's requirements? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point. (Choose two.)

2. You need to satisfy the founder's requirements for displaying the custom image within the app.

Where should you upload the image?

3. HOTSPOT

You are updating the current relationship behavior of the primary owner (Contact) to pet relationship.

You need to ensure the case study requirements are met.

Which two options must be changed? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

4. HOTSPOT

The founder has edited the Salesperson security role to allow the carer to use the Corgi meet-up business process flow, as shown in the following

Use the drop-down menus to select the answer choice that completes each statement based on the information presented in the exhibit. NOTE: Each correct selection is worth one point.

5. You need to configure search to ensure the administrators can find all records which reference Corgis.

Which action must you perform?

6. 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.

7. You need to identify the duplicate pet records, so they can be manually merged by the carer.

What must you create?

8. You need to configure the required audit settings.

Which two actions should you perform? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point. Choose two.

9. 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. NOTE: Each correct selection is worth one point. Choose two.

10. An organization is using Microsoft Power Query when connecting to data sources in Dynamics 365 Customer Insights - Data. You need to load contacts to Customer Insights - Data using Power Query.

Which is an appropriate action to take when using Power Query to ingest data?

11. 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?

12. A company created a new table named Locations.

The sales team needs your help to make the Locations table visible in the Sales Hub.

What should you do?

13. A battery manufacturer wants to sell their batteries in boxes of 12 and cases of 24 boxes. You need to set up a unit group so that the manufacturer can sell different quantities.

What should you create first?

14. You are the Dynamics 365 Sales administrator for an electronics company.

The sales team is having difficulty locating different products in the same category - for instance; all versions of flat screen TV available.

You need to make it easier for the sales team to navigate through products via taxonomy.

What should you use?

15. You are a Dynamics 365 Sales administrator. You are setting up a product catalog. You need to configure the base unit group.

Which quantity or measurement should you configure?

16. HOTSPOT

A bakery uses Dynamics 365 Sales. All loaves of bread sold at the bakery are priced the same. Special bread flavors are developed regularly.

You need to add a new flavor to the product catalog.

What should you do for each scenario? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

17. DRAG DROP

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.

18. DRAG DROP

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

19. DRAG DROP

You are a Dynamics 365 Sales system customizer.

Salespeople report that they cannot search for open and closed opportunities using the search tool in the Quick Find View.

You need to configure the search tool to show the open and closed opportunities in the Customize the System area.

Which three actions should you perform in sequence? To answer, move the three appropriate actions from the list of actions to the answer area. Arrange the three actions in the correct order.

20. You are running Dynamics 365 Sales for a pharmaceutical company. The hospitals are set up as accounts. The nurses are set up as contacts under each hospital name.

A nurse works for HospitalA and HospitalB part time. You add the nurse as a contact for Hospital A. You realize you can add the nurse as a contact to only one hospital.

You need to ensure that the nurse is associated with both hospitals in the system.

What should you do?

21. HOTSPOT

You are creating a business process flow named "Onboard new pet" to support onboarding of new clients for a pet care business.

A partially completed business process flow is shown in the following exhibit.

Use the drop-down menus to select the answer choice that completes each statement based on the information presented in the exhibit. NOTE: Each correct selection is worth one point.

22. HOTSPOT

Both your sales and marketing teams use Dynamics 365 applications to conduct campaigns with customers.

Leadership has asked for sales and marketing campaigns to have parent campaigns applied so the combined success of sales and marketing efforts can be measured, along with each division’s own success. They want the campaign hierarchy to be clear to users so they can see a “Parent Campaign” relationship. Any actions taken on parent records should automatically be taken on child records. You need to update table relationships to enable the requirements using the minimum amount of configuration steps.

What should you configure? To answer, select the appropriate options in the answer area. NOTE: Each correct match is worth one point.

23. DRAG DROP

Within your non-profit organization you have set up your different charities in a custom table to store charity records.

In the Contact table, you have various famous people who can be special charity ambassadors. You need to set up the charity ambassador connection role so that charity managers can link the charity through a connection from the contact

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.

24. DRAG DROP

The sales team wants to see a timeline of related activities and notes on a custom Dynamics 365 Sales form.

You need to add a timeline control to the form.

Which five actions should you perform in sequence? To answer, move the five appropriate actions from the list of actions to the answer area. Arrange the five actions in the correct order.

25. Your organization has customized Dynamics 365 Sales to allow sales users to create account plans on existing accounts. The Account table has a one-to-many relationship with the Custom Account Plan table.

To comply with privacy laws, your organization needs to delete inactive account records after two (2) years.

Some account managers noticed that when they delete accounts, linked account plans are also deleted. Account managers want to be able to use these account plans as references. You need to ensure that when accounts are deleted, the accounts plans are NOT deleted.

Which type of behavior should you set on the delete action in the relationship between accounts and account plans?

26. An organization is using Microsoft Power Query when connecting to data sources in Dynamics 365 Customer Insights - Data.

You need to load contacts to Customer Insights - Data using Power Query.

Which is an appropriate action to take when using Power Query to ingest data?

27. HOTSPOT

Your organization has been noticing some peculiar field changes on certain records and wants to know what is causing this. You need to audit user access and updates for several custom tables.

Which two boxes must be checked as prerequisites steps? To answer, select the appropriate check boxes in the answer area. NOTE: Each correct selection is worth one point.

28. 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?

29. 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 of 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?

30. You are the Dynamics 365 administrator at an organization that uses both Dynamics 365 Customer Insights - Journeys and Dynamics 365 Sales.

You have configured Customer Insights - Journeys to create leads from web form submissions. You also allow your sales users to create leads using the user interface. Your organization has recently hosted an event at a conference.

• You have a Customer Insights - Journeys web form to capture leads immediately at the conference.

• You expect sales users to enter lead information for prospects they meet at the event in the week after the conference.

You need to keep your data clean while also capturing all the valid leads from the event.

What should you do?

31. You are creating a forecast. You want to include only opportunities that sell. You need to configure this within the system.

What should you configure?

32. You have opportunities that have values in multiple currencies. You manually update currency exchange rates once per month. You need to ensure that currency values are accurately reported.

When is the new currency exchange rate applied to the opportunity records?

33. A company uses Microsoft SharePoint document management in Dynamics 365 Sales to store contracts.

The company wants only the contracts team to have access to the documents. The contracts team has a custom security role.

You need to restrict privileges to secure the documents.

What should you do?

34. You use business process flows for all Dynamics 365 opportunities. Some opportunities are closed before business process flow durations are calculated. You need to ensure that business process flow duration values are calculated.

Solution: Change the opportunity to an inactive state.

Does this meet the goal?

35. You use business process flows for all Dynamics 365 opportunities.

Some opportunities are closed before business process flow durations are calculated.

You need to ensure that business process flow duration values are calculated.

Solution: Create a flow to update the Status Reason of the business process flow table record to "Finished" and the Status to "Inactive" when the opportunity is won.

Does the solution meet the goal?

36. You use business process flows for all Dynamics 365 opportunities. Some opportunities are closed before business process flow durations are calculated. You need lo ensure that business process flow duration values are calculated.

Solution: When closing an opportunity, use the close as won dialog without completing the business process flow.

Does this meet the goal?

37. HOTSPOT

You are configuring Dynamics 365 Sales as part of a new implementation at your organization. Your organization has Sales Professional licensing.

Your organization sells over 100 different types of products across different divisions. A lot of selling occurs at conferences where sellers meet prospects and gather business cards to create leads.

After reviewing the requirements from your business stakeholders, you identify that:

1. Sellers sometimes only want to convert leads gathered at events to contacts before they start tracking any deals with that contact.

2. Sellers must be given multiple different options for specifying the final status of deals they have been tracking.

Your current System Settings is as follows:

Use the drop-down menus to select the answer choice that answers each question. NOTE: Each correct selection is worth one point.

38. HOTSPOT

A company is using Dynamics 365 Sales to track their sales pipeline.

Sales managers require their forecasting to include reasons why opportunities were lost, including losses to competitors.

You need to configure the sales process WITHOUT using custom code.

What should you do? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

39. DRAG DROP

You are implementing Dynamics 365 Sales at a new organization. All users will be using the Sales Hub app.

You need to assign the appropriate out-of-the-box security roles.

Using the principle of least access, which roles should you assign? To answer, move the appropriate roles to the correct users. Each role may be used once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.

40. Your sales team lacks important information on the Opportunity Close form.

You need to update the form.

Which out-of-the-box role must you have?

41. 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.

42. A company has two departments. Each department uses only custom forms and views designed for each department. Currently, all users can view all forms and views. The company wants to improve usability for its users.

You need to limit users to only individual department forms and views.

What should you do?

43. A company uses Dynamics 365 Sales Professional.

A new enterprise sales owner team must be created. The sales manager will be responsible for adding members and removing members from the team; a developer is available to assist. You need to create the new team.

Which two values must you configure? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point. (Choose two.)

44. You manage a Dynamics 365 Sales environment where users can only view and edit their own records.

User2 is assisting with User1’s opportunities while User1 is on vacation. User1 remains the owner of User1’s opportunities.

User2 has reported that they CANNOT update User1’s opportunities.

You need to diagnose the issue.

What should you do?

45. HOTSPOT

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.