Question # 1
| 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. | | A. In the Record types of the timeline settings, uncheck the Notes option. | | B. In the Activity area of the timeline settings, remove all activity types, except for Task. Email and Phone Call. | | C. In the Record types of the timeline settings, uncheck the Posts option. | | D. In the Record types of the timeline settings, uncheck the Activities option. | | E. In the Notes area of the timeline settings, uncheck the Remove notes title when authoring option. |
B. In the Activity area of the timeline settings, remove all activity types, except for Task. Email and Phone Call.
C. In the Record types of the timeline settings, uncheck the Posts option.
Explanation:
The timeline control in Dynamics 365 allows users to view and interact with activities, notes, and posts associated with a record. To meet Terra Flora’s requirements for displaying specific activities, you need to customize the timeline to show only certain activity types.
Removing All Other Activity Types Except Task, Email, and Phone Call (Option B):
According to Terra Flora's requirements, only Tasks, Emails, and Phone Calls should appear in the timeline for Pet records. Therefore, removing all other activity types ensures that only the relevant activities are shown. This customization is achieved in the timeline settings by unchecking unnecessary activity types.
Unchecking the Posts Option (Option C):
Since Terra Flora specified that posts should not appear on the timeline, you should uncheck thePostsoption under the Record types settings in the timeline configuration. This action removes posts from the view, aligning with Terra Flora’s requirement to exclude posts from the Pet records timeline.
Other Options Explanation:
Unchecking Notes (Option A)would prevent users from adding or viewing notes, which Terra Flora requires.
Unchecking the Activities Option (Option D)would disable all activities on the timeline, which does not meet Terra Flora’s needs as they require Task, Email, and Phone Call activities.
Option Edeals with the display format of notes but does not restrict their visibility, which does not align with the requirement to exclude posts specifically.
References from Microsoft Documentation:
For configuring and customizing the timeline control, refer toCustomize a timeline controlin Dynamics 365 documentation for detailed steps on modifying timeline settings and activity visibility.
Question # 2
| You need to build a trigger-based journey to send the "Getting started" emails requested by the global sales lead. Which trigger should you use to start the journey? | | A. Dataverse record change trigger | | B. Custom trigger with lead profile data | | C. Custom trigger with contact profile data | | D. Email Link Clicked interaction trigger |
A. Dataverse record change trigger
Explanation:
To build a trigger-based journey that sends "Getting started" emails when an opportunity is marked as "Won," the appropriate trigger to use is theDataverse record change trigger. This trigger is specifically designed to initiate actions based on changes in Microsoft Dataverse records, which are integral to Dynamics 365.
Here’s the detailed reasoning:
Dataverse Record Change Trigger:
TheDataverse record change triggeris used to initiate journeys when there is a change in a record within Dataverse, such as an opportunity's status.
Since the requirement is to send a "Getting started" email once an opportunity status changes to "Won," this trigger can detect the status update in real-time.
Using this trigger, you can specify the criteria for the journey to start, such as filtering for opportunities with a status of "Won," thus automating the email sending based on this condition.
Why Not Other Triggers?
Custom trigger with lead profile dataandCustom trigger with contact profile data:These are generally used for initiating journeys based on custom events or data points outside of standard Dataverse records, which isn’t applicable here as the journey is triggered by an opportunity status change, a native Dataverse record.
Email Link Clicked Interaction Trigger:This trigger is used to follow up after an email link is clicked, which does not align with the scenario. The journey must start based on an opportunity status change, not email interaction.
Microsoft Dynamics 365 References:
Create and manage trigger-based journeys
Work with Dataverse triggers in journeys
By using theDataverse record change trigger, you ensure that the journey aligns directly with the sales process and automatically sends the "Getting started" email when an opportunity reaches the "Won" status, as requested by the global sales lead.
Question # 3
| You need to update the role configuration for the digital sales team to enable the capability requested. What two actions should you perform? Each correct answer presents part of the solution. Choose two. NOTE: Each correctselection is worth one point. | | A. Grant View Audit Summary permissions to the Digital seller security role. | | B. Assign the Sales Copilot user role to the members of the digital sales team. | | C. Grant View Audit History permissions to the Digital seller security role. | | D. Grant View Audit Partitions permissions to the Digital seller security role. |
B. Assign the Sales Copilot user role to the members of the digital sales team.
C. Grant View Audit History permissions to the Digital seller security role.
Explanation:
To enable the digital sales team's request to use Copilot for summarizing changes to lead records, you need to ensure that they have the necessary permissions and access to the required features. Here’s how to proceed:
Assign the Sales Copilot User Role:
Dynamics 365 Copilot in Sales is a feature that assists users by providing insights and summaries based on data within the system.
To allow the digital sales team to access and utilize Copilot's capabilities, they must have theSales Copilot user roleassigned. This role enables users to interact with Copilot and benefit from its AI-driven functionalities such as summarizing changes and insights in records.
Microsoft Documentation Reference:Dynamics 365 Sales Copilot Setup
Grant View Audit History Permissions:
TheView Audit Historypermission is essential for team members to access audit logs, which is necessary for reviewing and summarizing changes made to lead records.
Enabling this permission will allow the digital sales team to view a history of modifications in lead records, thus allowing them to generate summaries based on this audit trail.
The View Audit Summary permission specifically lets them see summaries of audit data, which complements Copilot’s functionality by allowing Copilot to access detailed change history for summarization.
Microsoft Documentation Reference:Security Roles and Privileges
By implementing these two actions, the digital sales team will have both the necessary access to Copilot features and the required permissions to audit lead record changes, enabling them to leverage Copilot for summarizing changes to leads effectively.
Question # 4
A company plans to use server-side synchronization to synchronize emails, tasks, and appointments between Microsoft Exchange and Dynamics 365 Sales.
The salespeople want to know when their emails will be synced.
You need to describe the server-side synchronization frequency for the salespeople.
How should you describe the frequency? | | A. user-defined | | B. constant | | C. equal intervals | | D. dependent on volume |
C. equal intervals
Explanation:
Server-side synchronizationtypically syncs atequal intervals, which can be configured in Dynamics 365. These intervals determine how often data is synchronized between Microsoft Exchange and Dynamics 365 Sales, affecting emails, tasks, and appointments.
The synchronization frequency can be adjusted by the administrator but operates at consistent, regular intervals by default.
[Reference:Microsoft Documentation - Server-Side Synchronization and Sync Intervals, ]
Question # 5
The remote sales workforce of your organization has been using the integrated Teams chat to collaborate internally. To save time, you indicate to the sales leader that suggested contacts can be displayed when a seller starts a new connected chat.
The sales leader asked you to configure the ability to use suggested contacts.
Which three users can you use as a rule for suggesting contacts? Each correct answer presents a complete solution. Choose three.
NOTE: Each correct selection is worth one point.
| | A. The user assigned as your manager on your system user record. | | B. The Record Owner of your linked business unit. | | C. The Record Owner of the initiating record. | | D. The Created By of the initiating record. | | E. The Last Modified By of the initiating record. |
A. The user assigned as your manager on your system user record.
C. The Record Owner of the initiating record.
D. The Created By of the initiating record.
Explanation:
Manager on System User Record:
Suggested contactsin Teams can include users directly linked to the individual starting the chat. Themanagerassigned on the user’s system record can be a suggested contact, as this is a common relationship that suggests frequent communication.
Record Owner of the Initiating Record:
Theowner of the recordbeing discussed or acted upon is also likely to be a suggested contact. This is because the owner has primary responsibility for the record and would commonly need to be consulted or informed about actions related to it.
Created By of the Initiating Record:
If the user is theCreated Byfor a record, they are associated with its initial setup or creation. As a result, they may be suggested when actions on that record are taken since they are familiar with its origins.
[Reference:Microsoft Documentation - Configure Suggested Contacts for Dynamics 365 and Teams, These selections align with the rules typically used for suggesting contacts in integrated Teams chats, ensuring relevant parties are automatically suggested based on record associations and user relationships., ]
Question # 6
| A company is implementing the Dynamics 365 Sales mobile app.
The company requires setup of several push notifications for sellers who use the app.
You need to create the push notifications.
Which feature should you use? | | A. Plug-in | | B. Cloud flow | | C. Classic Dataverse workflow |
B. Cloud flow
Explanation:
Understanding the Requirement:
The company wants to send push notifications to sellers using the Dynamics 365 Sales mobile app. This requires setting up automated notifications triggered by certain events or conditions.
Solution - Using Cloud Flows:
Cloud flowsin Power Automate are ideal for creating automated workflows that can trigger push notifications based on events in Dynamics 365.
Power Automate provides connectors for Dynamics 365 Sales and mobile notifications, enabling the setup of push notifications without requiring custom code or plugins.
[Reference:Microsoft Documentation - Set Up Cloud Flows with Power Automate, Steps to Create a Cloud Flow for Push Notifications:, Go toPower Automateand create a new Cloud Flow., Set up a trigger based on a Dynamics 365 event (e.g., when a record is created or updated)., Add an action to send a push notification to the user’s mobile device., Customize the notification message and publish the flow to activate the notifications., Using Cloud Flows in Power Automate enables dynamic push notifications for mobile users, providing timely updates to sales team members based on real-time data changes., ]
Question # 7
One of the data sources being ingested into Dynamics 365 Customer Insights - Data is Microsoft Dataverse. During the unification process, you need to identify the primary key.
Which three data types can you use as a primary key attribute? Each correct answer presents a complete solution. Choose three. NOTE: Each correct selection is worth one point. | | A. Integer | | B. Whole Number | | C. String | | D. Boolean | | E. GUID |
B. Whole Number
C. String
E. GUID
Explanation:
In Dynamics 365 Customer Insights - Data,primary key attributesmust uniquely identify records and be consistent across the data source.
Whole NumberandGUIDare commonly used data types for primary keys because they can uniquely identify records and are natively supported for primary keys in databases.
Stringcan also be used as a primary key if it uniquely identifies each record (e.g., an email address).
IntegerandBooleanare generally not used as primary keys in Customer Insights because they may not provide unique identifiers suitable for all scenarios.
[Reference:Microsoft Documentation - Configure Primary Key in Dynamics 365 Customer Insights, ]
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