MB-280 Exam Dumps - Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate Questions and Answers

Enable Copilot for Sales in Dynamics 365:

To make Copilot features available, you must enable Copilot for Sales within Dynamics 365. This involves setting up the environment so that Copilot can access and utilize the sales data effectively.

Verify Server-Side Synchronization and Security Roles:

Copilot for Sales relies on server-side synchronization to ensure data flow between Dynamics 365 and other services, such as Teams. Ensure that server-side synchronization is enabled and that users have the necessary security roles in Dynamics 365 to access and use Copilot.

Assign Privileges for Copilot in Teams:

Ensure that users have the correct privileges within Teams to access Copilot. This might involve configuring access policies and permissions so that eligible users can utilize Copilot features during their interactions within Teams.

To efficiently deploy the Dynamics 365 App for Outlook to all eligible users, the best approach is to enable the automatic deployment setting in Dynamics 365 Settings. This option allows automatic installation for all users whose mailboxes are configured correctly, eliminating the need for manual activation by each user.

Understanding the Requirement:

The company needs to apply a separate flat rate discount for preferred customers on specific products. This discount varies depending on the customer’s country or region.

A Discount List in Dynamics 365 Sales is used to apply specific discounts on products under defined conditions.

Solution - Creating a Discount List:

A Discount List can be tailored to preferred customers and configured to apply discounts based on specific products and customer attributes, such as their country or region.

Using a Discount List ensures flexibility and control over the discount structure, allowing the organization to manage regional variations in pricing for preferred customers.

Deploy and install Dynamics 365 App for Outlook

Step 1: Set the default synchronization method [Assume done]

Step 2: Test email configuration and enable mailboxes [Done]

Step 3: Provide security role access [Done]

The security role Dynamics 365 App for Outlook User is available from build 9.1.0.4206 or later. If a user doesn’t have this security role or its underlying privileges, they’ll receive the following error: You haven't been authorized to use this app. Check with your system administrator to update your settings. You must add users to this role so they can use Dynamics 365 App for Outlook. This will ensure that the users have the basic privileges needed to access App for Outlook.

Step 4: Install App for Outlook

Follow these steps to push Dynamics 365 App for Outlook to selected users, all users, or have users install it themselves as needed.

Step 4.1: Push the app to your users

1. To push the app to your users, from your app, go to Settings > Advanced Settings.

2. Go Settings > Dynamics 365 App for Outlook.

3. The Getting Started with Microsoft Dynamics 365 App for Outlook page lists all eligible users that can use App for Outlook. You have several different options on how you can deploy the app to your users.

4. Etc.

Or

Step 4.2: Have users install App for Outlook themselves

1. From your app, go to Settings > Advanced Settings.

2. Select the Settings button Settings button., again and then select Apps for Dynamics 365 apps.

3. In the Apps for Dynamics 365 apps screen, under Dynamics 365 App for Outlook, users select Add app to Outlook.

 In Dynamics 365 Customer Insights - Data, when using Power Query to ingest data, the Get Data functionality allows users to add multiple tables from various data sources.

 This flexibility enables users to enrich the dataset by pulling in additional tables that may be related or necessary for the data unification process.

 Power Query in Customer Insights supports creating robust data flows by allowing multiple tables to be added within a single data source setup, providing a comprehensive data modeling environment.

Start Auditing:

Enabling Start Auditing is the primary step to activate auditing for Dynamics 365. This setting ensures that changes to data, including field updates on records, are tracked and logged.

Without enabling this checkbox, no data changes will be recorded, as it is the fundamental requirement for auditing across all entities and fields.

To identify duplicate records, you need to configure both duplicate detection rules and duplicate detection jobs.

Since Terra Flora requires identifying duplicate pet records across various fields, creating three duplicate detection rules is likely necessary to cover different columns (such as name, breed, and dietary requirements) in the Pet table.

One duplicate detection job is sufficient to run these rules concurrently, scanning the database for duplicates across the specified columns. This job can be scheduled or run manually.

Option B is correct as it ensures comprehensive coverage with three rules addressing various fields and one job to manage the duplicate detection process.

References from Microsoft Documentation:

For guidance on setting up duplicate detection jobs and rules, refer to Detect duplicate records in Dynamics 365.

Product families allow you to group related products under a common category, making it easier for the sales team to navigate and find products within the same category, such as all versions of flat-screen TVs.

By using Product families, you can organize products into a hierarchical structure that reflects their categorization, enabling sales users to browse and select items more efficiently within Dynamics 365 Sales.