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Microsoft Dynamics 365 Customer Experience Analyst Sample Questions (Q96-Q101):

NEW QUESTION # 96
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.

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.

NEW QUESTION # 97
An entertainment company is using Dynamics 365 Sales.
Ticket sales are tracked using opportunities and goals. Managers require total sales per salesperson to be available prior to their monthly check-in meetings. The running total of ticket sales must NOT be available prior to the monthly meeting.
You need to make the appropriate change to the system to ensure that statistics are correct in time for each of these monthly meetings.
What should you do?

A. In the Goals Settings section of App Settings, select Rollup recurrence.
B. In the Business Management section of Settings, configure Goal Metrics.
C. Create a workflow for the Goals table.
D. In the Goals section of App Settings, select Actuals.

Answer: A

NEW QUESTION # 98
Hotspot Question
You are customizing a workspace in the sales accelerator.
The workspace must display the industry of a company.
You need to configure the work item appearance for a company.
Which two settings should you modify? To answer, select the appropriate UI element in the answer area.
NOTE: Each correct selection is worth one point.

Answer:

Explanation:

Explanation:
Box 1: Select record type: Contacts [With the intent to change to Company] Change the record type from Contacts to Company.
Dynamics 365 Sales, Customize the appearance of work items
In the Select record type list, select the record type you're customizing work items for.
Box 2: The Pencil icon
Under the Customize section, use the following options to customize:
To change the icon that appears on a work item, select the pencil icon, and then choose one of the following options:
Record image: A photo of the contact, if one is available
Record initials: The contact's first and last initials
Record type: The icon associated with the record type
Activity type: The icon associated with the current activity on the record

NEW QUESTION # 99
Hotspot Question
Both your sales and marketing teams use Dynamics 365 applications to conduct campaigns with customers.
Leadership has asked for sales and marketing campaigns to have parent campaigns applied so the combined success of sales and marketing efforts can be measured, along with each division's own success. They want the campaign hierarchy to be clear to users so they can see a "Parent Campaign" relationship. Any actions taken on parent records should automatically be taken on child records.
You need to update table relationships to enable the requirements using the minimum amount of configuration steps.
What should you configure? To answer, select the appropriate options in the answer area.
NOTE: Each correct match is worth one point.

Answer:

Explanation:

Explanation:
Box 1: Campaign
Table, Related (Many)
Hierarchical relationships are self-referential one-to-many relationships.
In this case from the Campaign table, to the Campaign table.
Example:

Box 2: Child campaign
Lookup column display name
Self-referential means that the table is related to itself. For example, the account table has a lookup column to associate it with another account table row.
The Parent table is on the 1-side of the 1-M relation, and it refers to Child Campaign with the Lookup column.
Box 3: Configurable Cascading
Relationship behavior, Type of behavior
Any actions taken on parent records should automatically be taken on child records.
When a one-to-many entity relationship exists there are cascading behaviors that can be configured to preserve data integrity and automate business processes.
Note: Parental entity relationships
Each pair of entities that are eligible to have a 1:N relationship can have multiple 1:N relationships between them. Yet only one of those relationships can be considered a parental entity relationship.
A parental entity relationship is any 1:N entity relationship where one of the cascading options (defined in CascadeType) in the Parental column of the following table is true.

NEW QUESTION # 100
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet 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.
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, and remove any special characters or spaces from header row. Remove rows with missing primary keys and name the query. Select Next and your data is now ready for unification.
Does this meet the goal?

A. Yes
B. NO

Answer: B

Explanation:
Correct:
* Transform the first row to be used as headers. Define column types to be the 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.
The proposed solution effectively prepares the data for unification in Dynamics 365 Customer Insights - Data. Here's how each step contributes to meeting the goal:
Transform the first row to be used as headers: This step is necessary to define the column names, which is critical for accurate data interpretation.
Define column types to be the appropriate field types: Specifying the correct data types for each column ensures that the data will be processed correctly during unification, maintaining data integrity.
Create a full name and full address columns by merging the appropriate columns if they exist: This step enhances the dataset by consolidating relevant information into single columns, which can simplify data usage and improve data quality. Merging columns helps ensure that users can easily access essential information without navigating through multiple fields.
Select Next: This indicates that the data transformation steps are completed and the dataset is ready for the unification process.
Incorrect:
* 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 not address the problem with null values.
* Remove any rows where the primary key is missing, delete any leading or trailing zeros on the primary key, and name the query. Select Next and your data is now ready for unification.
Problem not related to the primary key.
* Transform the first row to be used as headers, and remove any special characters or spaces from header row. Remove rows with missing primary keys and name the query. Select Next and your data is now ready for unification.
Does not address the problem with null values.
* Transform the first row to be used as headers, define column types to be the appropriate field types and name the query. Select Next and your data is now ready for unification.
Solution removes all rows with null values, which can lead to significant data loss, especially if those rows contain important information.
It may compromise data quality by eliminating rows, which can impact analysis and insights.
* 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.
While the solution includes transforming the first row to be used as headers and naming the query, the step of removing rows that contain null values is problematic.
Removing all rows with null values can lead to significant data loss, particularly if those rows contain relevant information.

NEW QUESTION # 101
......

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