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

Questions 4

You use business process flows for all Dynamics 365 opportunities. Some opportunities are closed before business process flow durations are calculated. You need to ensure that business process flow duration values are calculated.

Solution: Change the opportunity to an inactive state. Does this meet the goal?

Options:

A.

Yes

B.

No

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Questions 5

You are a Dynamics 365 Sales administrator. You are setting up a product catalog. You need to configure the base unit group. Which quantity or measurement should you configure?

Options:

A.

the least frequently used to sell the service

B.

the lowest needed to sell the product or service

C.

the most frequently used to sell the service

D.

the highest needed to sell the product or service

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Questions 6

You have opportunities that have values in multiple currencies. You manually update currency exchange rates once per month. You need to ensure that currency values are accurately reported. When is the new currency exchange rate applied to the opportunity records?

Options:

A.

When an opportunity changes the status reason.

B.

When the calculate rollup field system job for the msdyn_projectteam table runs.

C.

When the calculate rollup field system job for the account table runs.

D.

When an opportunity changes the status.

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Questions 7

HOTSPOT

You are creating a business process flow named "Onboard new pet" to support onboarding of new clients for a pet care business.

A partially completed business process flow is shown in the following exhibit.

Use the drop-down menus to select the answer choice that completes each statement based on the information presented in the exhibit.

NOTE: Each correct selection is worth one point.

MB-280 Question 7

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Questions 8

You are using a forecast template.

You must configure the forecast by territory.

You need to configure the forecast parameters.

Which parameter should you configure?

Options:

A.

Hierarchy table

B.

Top of hierarchy

C.

Hierarchy relationship

D.

Rollup table

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Questions 9

DRAG DROP

A company must decide whether to use push notifications or assistant cards in the Dynamics 365 Sales mobile app.

You need to recommend which functionality the company should use based on its scenarios.

Which functionalities should you recommend? To answer, move the appropriate functionalities to the correct requirements. Each functionality may be used once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.

NOTE: Each correct selection is worth one point.

MB-280 Question 9

Options:

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Questions 10

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution. Determine whether the solution meets the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.

After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.

You configure forecasts for a clothing manufacturer.

A salesperson updates an opportunity and wants to refresh the forecast

You need to show the salesperson how to refresh the forecast.

Solution: Recalculate the opportunity.

Does this meet the goal?

Options:

A.

Yes

B.

No

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Questions 11

A company's IT department has a .CSV file stored on one of their Shared Documents folders within their Microsoft SharePoint sites. The data from the .CSV file is ingested into Dynamics 365 Customer Insights - Data.

The file contains a row header and columns of different types, such as quantities and prices. The file also contains some rows with a high proportion of nulls.

You need to clean and transform the data in Customer Insights - Data to be ready for unification.

Solution: Transform the first row to be used as headers. Define column types to be appropriate field types and name the query. Create a full name and full address columns by merging the appropriate columns if they exist. Select Next and your data is now ready for unification.

Does this meet the goal?

Options:

A.

Yes

B.

No

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Questions 12

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution. Determine whether the solution meets the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.

After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.

You configure forecasts for a clothing manufacturer.

A salesperson updates an opportunity and wants to refresh the forecast

You need to show the salesperson how to refresh the forecast.

Solution: Recalculate the forest.

Does this meet the goal?

Options:

A.

Yes

B.

No

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Questions 13

You need to create a Trend chart.

Which two types of columns can you add to the Trend chart? Each correct answer presents a complete solution. (Choose two.)

NOTE: Each correct selection is worth one point.

Options:

A.

Calculated

B.

Simple

C.

Hierarchy related

D.

Rollup

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Questions 14

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.

Options:

A.

Integer

B.

Whole Number

C.

String

D.

Boolean

E.

GUID

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Questions 15

The analytics team at your organization has created Power Bl reports that enrich data about your accounts from Dynamics 365 Sales with data NOT contained in Dynamics 365 Sales. The Power Bl reports are referenced by your executive leadership as the primary source of truth about account success metrics. Sales leadership has requested that sales users can see these insights about the accounts they have access to within Dynamics 365 Sales. You need to enable the insights to be available to sales users in Dynamics 365 Sales. What should you do?

Options:

A.

Provide a link to the Power Bl report in the ribbon on the account form.

B.

Create a dashboard in Dynamics 365 Sales that contains account data.

C.

Embed the Power Bl Dashboard as a dashboard in the Dynamics 365 Sales application.

D.

Embed the Power Bl report using contextual filtering for accounts.

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Questions 16

DRAG DROP

A company has implemented Dynamics 365 Sales Enterprise. The salespeople often travel to meet customers and require mobile-friendly solutions to various scenarios.

You need to provide a solution for the traveling salespeople.

Which apps should you recommend in each scenario? To answer, move the appropriate apps to the correct scenarios. You may use each app once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.

NOTE: Each correct match is worth one point.

MB-280 Question 16

Options:

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Questions 17

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 correct selection is worth one point.

Options:

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.

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Questions 18

A company's IT department has a .CSV file stored on one of their Shared Documents folders within their Microsoft SharePoint sites. The data from the .CSV file is ingested into Dynamics 365 Customer Insights - Data.

The file contains a row header and columns of different types, such as quantities and prices. The file also contains some rows with a high proportion of nulls.

You need to clean and transform the data in Customer Insights - Data to be ready for unification.

Solution: Transform the first row to be used as headers, remove rows that contain null values, and name the query. Select Next and your data is now ready for unification.

Does this meet the goal?

Options:

A.

Yes

B.

No

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Questions 19

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.

MB-280 Question 19

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Questions 20

Your organization has been noticing some peculiar field changes on certain records and wants to know what is causing this. You need to audit user access and updates for several custom tables.

Which two boxes must be checked as prerequisites steps? To answer, select the appropriate check boxes in the answer area. NOTE: Each correct selection is worth one point.

MB-280 Question 20

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Questions 21

Your organization works with larger customers (accounts) that can have a single holding and then many subsidiaries through different levels in a parent-child relationship.

The chief commercial officer wants the sales team to start creating different account plans for each individual subsidiary.

You need to create a new custom account plan table so that records can have the same parent-child relationships as the account records. The relationships must be able to be visualized in a hierarchy.

Which four actions should you perform in sequence before saving and publishing your changes' To answer, move the four appropriate actions from the list of actions to the answer area. Arrange the four actions in the correct order.

MB-280 Question 21

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Questions 22

Your organization has customized Dynamics 365 Sales to allow sales users to create account plans on existing accounts. The Account table has a one-to-many relationship with the Custom Account Plan table.

To comply with privacy laws, your organization needs to delete inactive account records after two (2) years.

Some account managers noticed that when they delete accounts, linked account plans are also deleted. Account managers want to be able to use these account plans as references.

You need to ensure that when accounts are deleted, the accounts plans are NOT deleted.

Which type of behavior should you set on the delete action in the relationship between accounts and account plans?

Options:

A.

Cascade All

B.

Cascade Active

C.

Remove Link

D.

Restrict

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Questions 23

You need to ensure the active stage of the business process flow is visible in the view. Which two actions should you perform? Each correct answer presents a complete solution. Choose two. NOTE: Each correct selection is worth one point.

Options:

A.

Add a page for the Onboard new pet table to the Sales Professional app.

B.

Add columns from the stable to the Active Onboard new pet view.

C.

Add columns from the Pet table to the All Onboard new pet view.

D.

Create a new column on the Pet table named "Onboarding stage" and add it to the Active pets view.

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Questions 24

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.

MB-280 Question 24

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Questions 25

You are a Dynamics 365 Sales administrator. You create a forecast by using the forecast category layout shown in the exhibit:

MB-280 Question 25

Use the drop-down menus to select the answer choice that answers each question based on the information presented in the graphic.

NOTE: Each correct selection is worth one point.

MB-280 Question 25

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Questions 26

You need to create a custom insight card to display tier change notifications per the global sales lead's request.

Which five actions should you perform in sequence? To answer, move the five appropriate actions from the list of actions to the answer area. Arrange the five actions in the correct order.

MB-280 Question 26

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Questions 27

You are a Dynamics 365 administrator. The sales team uses goals to track actual to target opportunity amounts.

A salesperson reviews their goals chart and observes the following:

• An opportunity updated today is not included in the chart.

• The time period for the goal is not accurate.

You need to resolve these issues.

What should you do? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

MB-280 Question 27

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Questions 28

A sales manager wants to set up goals for all salespeople. The goal measurement is based on the total outgoing calls finished each year. The goals for the fiscal year are based on a calendar year (January - December).

You need to create the rollup query for the goal metrics.

Which option should you select? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

MB-280 Question 28

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Questions 29

BDM1 has returned from vacation and needs to catch up on their scheduled tasks and activities.

Which two items can BMD1 select to see a reminder card for the meeting BDM2 scheduled in the assistant? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

MB-280 Question 29

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Questions 30

You need to create and start a new customer journey to send "Welcome" emails to new customers.

Which three actions should you perform in sequence before you publish the journey? To answer, move the three appropriate actions from the list of actions to the answer area. Arrange the three actions in the correct order.

MB-280 Question 30

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Questions 31

You are a Dynamics 365 Sales consultant for a food service company. The company caters meals for client companies.

The company wants to set up a product bundle so that the sales staff does not forget items when they create an opportunity.

The lunch bundle is created at $200.00. It will include the following.

MB-280 Question 31

You need to explain how the sales staff should manage the product bundle in the opportunity. What should they do for each scenario? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

MB-280 Question 31

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Questions 32

BDM1 logs into the Sales Hub on June 3. 2024. BDM1 opens the assistant from the navigation bar.

Which two open opportunities will BDM1 see mentioned in the close date coming soon reminder cards? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

MB-280 Question 32

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Questions 33

DRAG DROP

A company uses Dynamics 365 Sales to manage product lines.

You need to set up the product catalog, including the ability for sellers to apply quantity discounts.

In which order should you perform the actions? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.

NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.

MB-280 Question 33

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Questions 34

BDM3 is reviewing relationship analytics for several Northwind Traders opportunities.

You need to help BDM3 understand which internal and external contacts are considered contacts of interest for relationship analytics KPI calculations for the two opportunities shown in the following exhibit.

MB-280 Question 34

Use the drop-down menus to select the answer choice that completes each statement.

NOTE: Each correct selection is worth one point.

MB-280 Question 34

Options:

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Exam Code: MB-280
Exam Name: Microsoft Dynamics 365 Customer Experience Analyst
Last Update: Jul 9, 2025
Questions: 121

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