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Reference: https://learn.microsoft.com/en-us/credentials/certifications/resources/study-guides/mb-280
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A company uses Dynamics 365 Sales. The company uses their organizational structure to determine how to aggregate forecasts for each year.
The company divides a business unit into three separate units. Each unit will have a new manager.
You need to update the quotas for each user for the current fiscal year ' s forecast.
Which two actions should you perform? Each correct answer presents part of the solution. Choose two.
NOTE: Each correct selection is worth one point.
Correct Answer: B,E 🗳️
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?
Correct Answer: B 🗳️
Explanation: Only visible for TestPDF members. You can sign-up / login (it's free).
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?
Correct Answer: D 🗳️
Explanation: Only visible for TestPDF members. You can sign-up / login (it's free).
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.
Correct Answer:
Explanation:
* Opportunity Updated Today is Not Included in the Chart: Update roll-up settings
* The roll-up settings control how frequently the data is aggregated and included in the goal metrics. If an opportunity updated today is not appearing, it likely indicates that the roll-up process has not yet captured the recent data change.
* By updating the roll-up settings, you can adjust the frequency or manually trigger an update, ensuring that all recent updates are reflected in the chart.
Reference: Microsoft Documentation - Configure Roll-Up Fields for Goals Time Period for the Goal is Inaccurate: Have the manager update the goal If the goal ' s time period is incorrect, the data might not align with the expected reporting period. To correct this, you need to have the manager update the goal to ensure that the time period accurately reflects the intended tracking duration.
Managers typically have the required permissions to adjust goal settings, including the start and end dates, which directly affect how goals are calculated and displayed.
Reference: Microsoft Documentation - Update Goal Time Period and Settings By updating the roll-up settings and ensuring the goal ' s time period is correct, you can address these issues, ensuring that the goal chart reflects accurate and up-to-date information for the sales team.
HOTSPOT
You are a Dynamics 365 Sales administrator. You set the fiscal year to begin in January.
A sales manager needs a monthly forecast for the next three years that starts in August of the next year.
You need to configure the forecast using the fewest number of forecasts.
How should you configure each requirement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Correct Answer:
Explanation:
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