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Reference: https://learn.microsoft.com/en-us/credentials/certifications/resources/study-guides/mb-280
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Microsoft Dynamics 365 Customer Experience Analyst Sample Questions:
A company sends its salespeople to trade shows to meet potential customers. One day after the trade shows, the salespeople currently send a follow-up email manually to the potential customers they met. They would like a task to remind them to call the potential customers a week after that.
You need to increase the follow-up rate for salespeople after a tradeshow.
Which actions should you take? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Correct Answer:
Explanation:
* Automate the Tradeshow Follow-up Process: Implement sequences
* Using sequences in Dynamics 365 allows for automating a series of tasks or activities for lead follow-up. Sequences enable you to standardize and automate follow-up tasks, like sending emails and scheduling calls, ensuring salespeople adhere to a consistent process without manual intervention.
* Implementing sequences is ideal for the follow-up process as it automates the steps and reduces the reliance on salespeople to manually manage each task.
Reference: Microsoft Documentation - Create and Manage Sequences
Ensure That the Process Applies Only to Tradeshow Leads: Use segments
Segments are used to filter leads based on specific criteria. By using segments, you can ensure that the automated sequence is triggered only for leads generated from trade shows.
This action targets the automation specifically at the tradeshow leads, ensuring that other leads are not inadvertently included in this process.
Reference: Microsoft Documentation - Use Segments in Dynamics 365
Ensure Proper Timing of Activities: Set relative due date
Setting a relative due date allows you to define a timeframe between actions in the sequence. For example, the follow-up call task can be scheduled for one week after the initial email.
This ensures that tasks are executed with the correct timing, aligning with the desired schedule of following up with potential customers one week after the first contact.
Reference: Microsoft Documentation - Schedule Activities with Relative Due Dates By implementing sequences to automate follow-ups, using segments to filter for tradeshow-specific leads, and setting relative due dates for timely task execution, the company can optimize its post-tradeshow follow-up process and enhance the likelihood of successful customer engagement.
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. (Choose two.) NOTE: Each correct selection is worth one point.
- A. Using the Active Pets view, edit the columns to add the new columns, save the edited view as a new view, and then share the view with the owner.
- B. Create a new column on the Pet table and use a cloud flow to write the active stage from the Onboard new pet table to the new column
- C. Create a new column on the Onboard new pet table and use a cloud flow to write the active stage from the Pet table to the new column.
- D. Using the My Pets view, edit the columns to add the new columns, save the edited view as a new view, and then share the view with the owner.
Correct Answer: A,B 🗳️
Explanation: Only visible for RealValidExam members. You can sign-up / login (it's free).
A company sells telephones. The company has a list of telephone colors that customers can choose.
For one month, the company wants to sell a red phone at a special price.
You need to set up the red phone for the sales team.
How should you configure the product and price list items? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Correct Answer:
Explanation:
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.
Correct Answer:
Explanation:
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. (Choose two.) NOTE: Each correct selection is worth one point.
- A. Team name
- B. Team administrator
- C. Business unit name
- D. Team channel name
- E. Team description
Correct Answer: A,B 🗳️
Explanation: Only visible for RealValidExam members. You can sign-up / login (it's free).
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