MB-280 Exam Dumps - Microsoft Dynamics 365 Customer Experience Analyst

Adding Columns to the Active Onboard New Pet View (Option B):

To display the current active stage of the "Onboard new pet" business process flow, you need to ensure that theActive Onboard new pet viewincludes relevant columns from the Pet table, specifically those tracking process flow stages.

Creating and Adding a New "Onboarding Stage" Column (Option D):

Creating a column such as"Onboarding stage"on the Pet table helps track the active stage of the onboarding process directly within the view. This allows users to see at a glance which stage each pet is in without navigating away from the main view.

Other Options:

Option A(Adding a page) refers to modifying the app's navigation, which doesn’t directly impact the visibility of the business process flow stage.

Option C(All Onboard New Pet View) may not be as relevant if you only need to focus on active onboarding records rather than all records.

References from Microsoft Documentation:

For configuring views and columns in Dynamics 365, refer toCreate and edit views.

To identify duplicate records, you need to configure bothduplicate detection rulesandduplicate detection jobs.

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

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

Option Bis 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 toDetect duplicate records in Dynamics 365.

Enable Auditing on Columns (Options A and D):

Enabling auditing on specific columns likeDietary requirementsandEmail addressensures that any changes to these fields are tracked. This meets Terra Flora's requirement to log changes to these fields along with details of who made the changes and the timestamp.

Enable Auditing on Pet and Contact Tables (Options B and C):

By enabling auditing at the table level forPetandContact, you ensure that any updates to these tables, including changes to all associated columns, are recorded. This broad setting ensures full coverage of auditing for both tables.

Enable Audit User Access (Option F):

This option is recommended to track when users access certain data, which can help with compliance and monitoring user interactions with sensitive data.

Option E (Start Read Auditing):

Read auditingtracks when records are read. If compliance requires monitoring every time a record is accessed, enabling this could be necessary; however, the primary focus is on modifications rather than access alone.

References from Microsoft Documentation:

For setting up auditing, seeAuditing overview for Dynamics 365.

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The correct order of actions to configure the editing capabilities for the Account records in Copilot for Sales while restricting the "Revenue Forecast" field is as follows:

In Copilot for Sales admin settings, select Forms.

In the settings for the Account table, select Forms.

Select the Account record type.

In the Manage fields section, turn off Allow editing for the "Revenue Forecast" field.

Step by Step Comprehensive Detailed Explanation with ALL Microsoft Dynamics 365 References:

In Copilot for Sales Admin Settings, Select Forms:

Start by accessing the admin settings forCopilot for Sales. This is where configuration changes for form accessibility and editing settings are managed. SelectingFormswill allow you to configure specific form-related options for Copilot usage.

In the Settings for the Account Table, Select Forms:

Navigate to the settings for theAccounttable within Copilot. SelectingFormsat this level allows you to specify which parts of the Account table are editable and visible in Copilot, which directly impacts how users interact with the Account records.

Select the Account Record Type:

Once in the form settings, choose theAccountrecord type that needs to be modified. This is essential for enabling edits to the Account records in Copilot and ensuring that the correct fields are accessible.

In the Manage Fields Section, Turn Off Allow Editing for the "Revenue Forecast" Field:

Finally, within theManage fieldssection, disable theAllow editingoption specifically for the "Revenue Forecast" field. This action ensures that while Account records can be edited in Copilot, the "Revenue Forecast" field remains read-only, satisfying the requirement from the vice president of sales.

Understanding the Base Unit in Dynamics 365 Sales:

In Dynamics 365 Sales, thebase unitrepresents the smallest quantity or measurement used to sell a product or service. It serves as the foundational unit within aunit group, which allows you to define how a product can be measured and sold in various quantities.

All other units within the unit group are defined in relation to this base unit. Therefore, it should represent thesmallest quantitypossible, ensuring flexibility in defining larger units or multiples based on this standard.

Selecting the Base Unit - Why the Lowest Quantity?

Choosing thelowest needed unitensures that any other units, whether they are multiples or larger groupings, can be accurately calculated in relation to the base unit. This approach allows you to accommodate various selling quantities and ensures precise calculations across different unit types.

For example, if the lowest unit is a single item, you can then configure units such as a dozen, box, or case based on this base unit. This provides consistency and accuracy in pricing and inventory management.