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Microsoft MB-280 Exam Sample Questions

Question # 1

You are creating a forecast. You want to include only opportunities that sell You need to configure this within the system. What should you configure?

A. separate views

B. additional filters

C. multiple columns

D. premium forecasting

E. premium forecasting

Answer

B. additional filters

Explanation:
Requirement Analysis:
The goal is to include only specific opportunities—those that "sell"—in the forecast. This requires the ability to selectively include opportunities that meet specific criteria, such as the status, stage, or type of sale.
Solution - Using Additional Filters:
In Dynamics 365 Sales,additional filterscan be applied within the forecast configuration to refine the opportunities included. Filters allow you to specify criteria such as opportunity status, probability, estimated revenue, or any custom field that signifies the opportunity has "sold."
By setting up filters, you can ensure that only opportunities matching the desired criteria are included in the forecast, providing a targeted and accurate view of expected sales.
Steps to Configure Additional Filters in Forecasting:
Go toSales>Forecasts, and select or create a new forecast.
In the forecast settings, navigate toFiltersand add conditions that define which opportunities are included. For example, you can filter based on status (e.g., only include opportunities marked as "Won").
Save and apply the filter settings to ensure only the relevant opportunities appear in the forecast.
[Reference:Microsoft Documentation - Configure Filters in Forecasts, Benefits of Using Filters:, Filters provide flexibility to customize the forecast view, allowing for detailed segmentation of opportunities based on specific conditions., This approach ensures that the forecast reflects only the opportunities that are relevant to your defined criteria, which in this case is opportunities that have "sold.", By using additional filters, you can effectively control which opportunities are included in your forecast, aligning it with specific business needs and improving forecast accuracy., ]

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Question # 2

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.

Answer

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.

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Question # 3

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

Answer

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.

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Question # 4

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.

Answer

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.

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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.

Answer

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., ]

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