MB-280 Practice Questions

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 the

Posts option 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

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 E deals with the display format of notes but does not restrict their visibility, which does not

align with the requirement to exclude posts specifically.

Reference from Microsoft Documentation:

For configuring and customizing the timeline control, refer to Customize a timeline control in

Dynamics 365 documentation for detailed steps on modifying timeline settings and activity visibility.

Create an owner team

1. Make sure that you have the System Administrator, Sales Manager, Vice President of Sales, Vice

President of Marketing, or CEO-Business Manager security role or equivalent permissions.

2. Go to Settings > Security. In Microsoft Dynamics 365 for Outlook, go to Settings > System >

Security.

3. Select Teams.

3. On the Actions toolbar, select New button.

5. Enter a team name.

6. Select a business unit. [Only for Dynamics 365 Sales Enterprise].

7. Enter an administrator.

8. Select Owner in Team Type.

9. Complete other required fields, and then select Save.

If you don’t select the business unit to which the team will belong, by default, the root business unit

is selected. The root business unit is the first business unit created for an organization. [Only for

Dynamics 365 Sales Enterprise]

Reference:

https://learn.microsoft.com/en-us/dynamics365/customerengagement/onpremises/admin/manage-teams

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 the Active Onboard new pet view includes 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.

Reference from Microsoft Documentation:

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

Dynamics 365 Sales uses the Opportunity Sales Access Team template to provide access to the

opportunity record to all the users connected under the Sales team connection role category. A

salesperson who might not have access to a given opportunity record by their assigned security role

privileges can still get access when added as a sales team member from this subgrid. This allows the

sales team member users to access and work with the opportunity record in Dynamics 365 on a per-

record basis. Similarly, when an existing sales team member is deleted from the subgrid, the access

to the opportunity record granted via the access team template is also removed.

Note: Use access teams and owner teams to collaborate and share information

When to use access teams

The teams are dynamically formed and dissolved. This typically happens if the clear criteria for

defining the teams, such as established territory, product, or volume aren’t provided.

The team members require different access rights on the records. You can share a record with several

access teams, each team providing different access rights on the record. For example, one team is

granted the Read access right on the account and another team, the Read, Write and Share access

rights on the same account.

A unique set of users requires access to a single record without having an ownership of the record.

Reference:

https://learn.microsoft.com/en-us/dynamics365/sales/stakeholders-sales-team-members

https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/useaccess-teams-owner-teams-collaborate-share-information

 In Dynamics 365, business process flows are limited to 30 stages across all entities within a single

process. Since each entity here (Lead, Opportunity, Quote, Order, Invoice) has 10 stages, the total

would be 50 stages, exceeding the limit.

 To meet the requirements, you need to reduce the total number of stages to comply with this

limitation. Reducing the total number of steps per stage, tables, or steps won’t directly address the

stage limit issue.

Reference: Microsoft Documentation - Business Process Flow Limits

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The correct order of actions to create a sequence of tasks and assign them to lead records based on

the same criteria as assignment rules is as follows:

Create a sequence.

Add tasks to the sequence.

Connect the existing segment to the sequence.

Activate the sequence.

Create a Sequence:

Start by creating a sequence in Dynamics 365 Sales. A sequence is a defined set of steps (tasks) that

are applied to records in a systematic manner. It helps automate the task creation process based on

predefined criteria.

Reference: Microsoft Documentation - Create and Manage Sequences

Add Tasks to the Sequence:

After creating the sequence, add the specific tasks that need to be automatically generated and

assigned to the leads. These tasks can be calls, follow-ups, emails, etc., that need to be completed as

part of the sales process.

Reference: Microsoft Documentation - Add Activities to a Sequence

Connect the Existing Segment to the Sequence:

Once the tasks are added, connect the sequence to the existing segment that filters the lead records

based on assignment rules. This ensures that only leads within this specific segment are targeted by

the sequence.

The segment is a subset of leads that meet certain criteria, and connecting it to the sequence allows

for automated task assignment according to the segment's filtering rules.

Reference: Microsoft Documentation - Use Segments with Sequences

Activate the Sequence:

Finally, activate the sequence to begin the automated assignment of tasks to lead records that meet

the segment criteri

a. Activation makes the sequence live, enabling the automated process to assign tasks to each lead

as per the sequence setup.

Reference: Microsoft Documentation - Activate Sequences

By following these steps, the sales manager can ensure that tasks are automatically generated and

assigned to leads according to the same criteria used by the assignment rules, streamlining task

management for the sales team.

Dynamics 365 Sales, Create and activate assignment rules

You can create and manage sequences and assignment rules through navigating to 'Personal Settings'

area if users have sequence manager role.

Reference:

https://community.dynamics.com/forums/thread/details/?threadid=36a7818d-0ff5-48c8-a9eaf9b25d8d9e7e

Enable Auditing on Columns (Options A and D):

Enabling auditing on specific columns like Dietary requirements and Email address ensures 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 for Pet and Contact, 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 auditing tracks 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.

Reference from Microsoft Documentation:

For setting up auditing, see Auditing overview for Dynamics 365.

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Renaming the Omitted Column to Cancelled:

To rename a column in the forecast layout, such as changing Omitted to Cancelled, you should go to

Layout column settings. This setting allows you to customize how columns appear in the forecast

view, including renaming columns to better match your business terminology.

Renaming within Layout column settings will directly change how this column is labeled in the user

interface for clarity and consistency with business terms.

Reference: Microsoft Documentation - Configure Forecast Layout and Column Settings

Deleting the Lost Column from the Forecast:

To remove a column entirely, such as the Lost column, you should adjust the Forecast configuration.

This configuration setting allows you to add or remove columns from the forecast grid.

Modifying Forecast configuration affects the structural aspects of the forecast, such as which columns

are included, based on what is necessary for reporting and analysis.

Reference: Microsoft Documentation - Configure and Manage Forecasts

By utilizing the Layout column settings for renaming columns and the Forecast configuration for

adding or removing columns, you can tailor the forecast layout to meet specific business

requirements, ensuring the forecast view is both relevant and easy for users to interpret.

Correct:

* Recalculate the forecast

Incorrect:

* Recalculate the opportunity.

* Update the Opportunity Forecast Category Mapping process.

Open the Opportunity Forecast Category Mapping Process workflow. You can customize or deactivate

the workflow according to your organization's requirements.

Note:

Example of forecast recalculation methods

Let's understand the different methods with an example. Consider a scenario where you have a

forecast with 4 quarterly periods and an annual period. Assume that you're currently in Q4. The

following table shows when and how the forecast data is updated for different scenarios and periods.

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Dynamics 365 Sales, Recalculate forecasts manually

You want the forecast data to be up-to-date to make informed decisions. Forecast data is

automatically recalculated at regular intervals. However, you can trigger a manual recalculation

when you want to recalculate the forecast data immediately. You can also trigger a manual

recalculation for past and future periods as they aren't automatically recalculated.

Recalculate and refresh forecast data manually

1. Open the forecast. Verify the Last updated timestamp on the command bar to know when the

forecast was last recalculated successfully.

2. Select Recalculate data.

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A notification appears at the top of the screen, confirming the recalculation. Recalculation happens

in the background, and you can continue to work while recalculation is in progress.

3. After the application recalculates the forecast data, a notification appears to refresh the data. On

the notification, select Refresh page.

Reference:

https://learn.microsoft.com/en-us/dynamics365/sales/keep-forecast-data-up-to-date

https://learn.microsoft.com/en-us/dynamics365/sales/forecast-recalculation-methods

https://learn.microsoft.com/en-us/dynamics365/sales/configure-forecast