Free MB-280: Microsoft Dynamics 365 Customer Experience Analyst Exam Questions and Answers

Sales managers at Adatum want to see a health indicator on each opportunity and account that shows whether the relationship is Healthy or At risk, based on recent communication and engagement trends. You need to recommend a Sales Insights capability. What should you recommend?

• AA. Relationship analytics
• BB. Conversation intelligence
• CC. Assistant cards with suggested actions
• DD. Predictive opportunity scoring

Sellers at Tailspin Toys qualify leads in the Sales Hub app. Many leads come from companies that already exist as accounts. After a lead is qualified, a duplicate account is created for the same company. You need to prevent duplicate accounts from being created while sellers continue to qualify leads and create opportunities. What should you instruct sellers to do?

• AA. Select the existing account in the existing account lookup on the lead before qualifying it
• BB. Disable the creation of accounts in the qualify option and add the account manually later
• CC. Disable duplicate detection rules on the Account table before qualifying the lead
• DD. Qualify the lead and then merge the new account into the existing account

Sales directors at Northwind Traders must be able to read opportunities owned by their direct reports and by those reports' direct reports. All users are in the same business unit, and reporting lines are stored in the Manager column on each user record. Security roles must NOT be changed. You need to configure the environment. What should you do?

• AA. Create an access team template for the Opportunity table and add each director
• BB. Assign each director a security role with Read access at the Parent: Child Business Unit level
• CC. Enable position hierarchy security and set the depth to 2
• DD. Enable manager hierarchy security and set the depth to 2

In the Power Platform Environment Settings app, you create a duplicate detection rule for the Account table that matches Account Name and City by using exact match. The rule status is Published. A user creates an account in the Sales Hub that has the same name and city as an existing account, and no duplicate warning appears. You need to correct the behavior. What should you do?

• AA. Grant the users the Merge privilege on the Account table in their security roles
• BB. Create a second rule for the Contact table that matches on the parent account
• CC. Run a duplicate detection job for the Account table and schedule it to repeat
• DD. Enable duplicate detection in the organization's Duplicate detection settings

Sellers open the Opportunity main form in the Sales Hub. The business wants the primary contact's job title, business phone and email address to appear on the form as read-only values and to reflect later changes to the contact record, without storing copies of the data on the opportunity. You need to meet the requirement. What should you do?

• AA. Add a subgrid that shows contacts by using a custom contact view
• BB. Add a quick view form for the Contact table to the Opportunity main form
• CC. Add rollup columns to the Opportunity table that return the primary contact values
• DD. Replace the main form with a card form that shows the contact columns

A company creates a custom table named Warranty Claim that has a many-to-one relationship to the Account table. The company requires that an account cannot be deleted while any warranty claims are related to it. You need to configure the relationship. Which relationship behavior should you use?

• AA. Custom with Delete set to Cascade All
• BB. Referential, Remove Link
• CC. Referential, Restrict Delete
• DD. Parental

You are customizing the Contact table in a model-driven app. Users must see read-only key fields of the related parent account on the contact main form without leaving the form. Which type of form should you add to the contact main form?

• AA. Main form
• BB. Quick view form
• CC. Quick create form
• DD. Card form

A user types a customer name into the search box at the top of a table's view in a model-driven app. Which system view defines the columns that are searched?

• AA. Quick Find View
• BB. Lookup View
• CC. Advanced Find View
• DD. Associated View

A company uses the Sales accelerator in Dynamics 365 Sales. Leads that have Lead Source equal to Trade Show and Rating equal to Hot must automatically be connected to the Hot Lead Follow-up sequence as they are created. What should you do?

• AA. Create a lead segment that filters on the source and rating, and connect the sequence to the segment
• BB. Add a stage to the lead business process flow with the source and rating conditions and attach the sequence
• CC. Add the sequence to the workspace configuration and filter the work list on the source and rating
• DD. Create an assignment rule that filters on the source and rating, and select the sequence as the rule action

A company uses conversation intelligence in Dynamics 365 Sales. Sales managers want call summaries to flag every call in which a seller or customer mentions Fabrikam or Northwind Traders, two competing vendors. The flag must apply to all sellers. What should you recommend?

• AA. Create a Dataverse business rule on the Phone Call table that checks for the names
• BB. Configure relationship analytics KPIs for the competitor accounts
• CC. Create assistant cards that trigger when the competitor names appear on an opportunity
• DD. Add the competitor names to the tracked competitors in the conversation intelligence settings