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Microsoft MB-280 Exam Overview:
| Certification Vendor: | Microsoft |
|---|---|
| Exam Name: | Microsoft Dynamics 365 Customer Experience Analyst |
| Exam Number: | MB-280 |
| Certificate Validity Period: | 2 years |
| Real Exam Qty: | 40–60 |
| Passing Score: | 700 / 1000 |
| Exam Price: | $165 USD |
| Available Languages: | French, Portuguese (Brazil), English, Japanese, Spanish, Chinese (Simplified), German |
| Exam Format: | Case studies, Interactive items, Multiple choice |
| Related Certifications: | Microsoft Certified: Power Platform Functional Consultant Associate Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate |
| Exam Duration: | 100–120 |
| Recommended Training: | MB-280 Learning Path Course MB-280T01–T04 |
| Exam Registration: | Pearson VUE Registration |
| Sample Questions: | Microsoft MB-280 Sample Questions |
| Exam Way: | Online proctored or onsite at Pearson VUE test centers |
| Pre Condition: | Recommended: Experience with Dynamics 365 Sales, Dataverse, and basic Power Platform knowledge; no mandatory prerequisites |
| Official Syllabus URL: | https://learn.microsoft.com/en-us/credentials/certifications/resources/study-guides/MB-280 |
Microsoft MB-280 Exam Syllabus Topics:
| Topic | Details |
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Reference: https://learn.microsoft.com/en-us/credentials/certifications/resources/study-guides/mb-280
Microsoft Dynamics 365 Customer Experience Analyst Sample Questions:
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.
Your company wants to enable Al features in their systems and use Copilot for Sales to connect to Dynamics
365 Sales data. You need to ensure that all eligible users have access.
Which three actions should you perform? Each correct answer presents part of the solution. Choose three.
NOTE: Each correct selection is worth one point.
- A. Assign users the correct privileges to use Copilot for Sales in Teams.
- B. Create a policy in Teams to install and pin Copilot for Sales and enable meeting transcripts.
- C. Enable Copilot for Sales in Dynamics 365.
- D. Verify server-side synchronization is enabled and users have the correct security roles in Dynamics 365.
- E. Install Copilot for Sales in Microsoft Outlook.
Correct Answer: A,C,D 🗳️
Explanation: Only visible for TopExamCollection members. You can sign-up / login (it's free).
A company manufactures widgets. Widgets can be sold in the following ways:
The company discovers that customers want to buy widgets individually.
You need to add a unit named Each.
What should you do?
- A. Update the unit Box with Each as the base unit
- B. Create the unit Each with Box as the base unit.
- C. Make Each the base unit for all units.
- D. Set Each as the primary unit.
Correct Answer: C 🗳️
Explanation: Only visible for TopExamCollection members. You can sign-up / login (it's free).
The sellers at your organization are keen to adopt generative Al capabilities and use them efficiently.
They have been editing Contact records directly in Copilot for Sales and have now provided feedback that they would be more productive if they could also edit Account records directly in Copilot for Sales.
However, the vice president of sales does NOT want the sellers to be able to edit the " Revenue Forecast " field in Copilot for Sales.
You need to enable these requirements.
Which four actions should you perform in sequence? To answer, move the four appropriate actions from the list of actions to the answer area. Arrange the four actions in the correct order.
Correct Answer:
Explanation:
The correct order of actions to configure the editing capabilities for the Account records in Copilot for Sales while restricting the " Revenue Forecast " field is as follows:
* In Copilot for Sales admin settings, select Forms.
* In the settings for the Account table, select Forms.
* Select the Account record type.
* In the Manage fields section, turn off Allow editing for the " Revenue Forecast " field.
Step by Step Comprehensive Detailed Explanation with ALL Microsoft Dynamics 365 References:
* In Copilot for Sales Admin Settings, Select Forms:
* Start by accessing the admin settings for Copilot for Sales. This is where configuration changes for form accessibility and editing settings are managed. Selecting Forms will allow you to configure specific form-related options for Copilot usage.
* In the Settings for the Account Table, Select Forms:
* Navigate to the settings for the Account table within Copilot. Selecting Forms at this level allows you to specify which parts of the Account table are editable and visible in Copilot, which directly impacts how users interact with the Account records.
* Select the Account Record Type:
* Once in the form settings, choose the Account record type that needs to be modified. This is essential for enabling edits to the Account records in Copilot and ensuring that the correct fields are accessible.
* In the Manage Fields Section, Turn Off Allow Editing for the " Revenue Forecast " Field:
* Finally, within the Manage fields section, disable the Allow editing option specifically for the " Revenue Forecast " field. This action ensures that while Account records can be edited in Copilot, the " Revenue Forecast " field remains read-only, satisfying the requirement from the vice president of sales.
Reference: Microsoft Documentation - Configure Field-Level Permissions and Editing in Copilot By following these steps, you enable the sellers to edit Account records in Copilot for Sales while restricting access to the " Revenue Forecast " field, ensuring both productivity and compliance with organizational policies.
You are the Dynamics 365 administrator at an organization that uses both Dynamics 365 Customer Insights - Journeys and Dynamics 365 Sales.
You have configured Customer Insights - Journeys to create leads from web form submissions. You also allow your sales users to create leads using the user interface.
Your organization has recently hosted an event at a conference.
* You have a Customer Insights - Journeys web form to capture leads immediately at the conference.
* You expect sales users to enter lead information for prospects they meet at the event in the week after the conference.
You need to keep your data clean while also capturing all the valid leads from the event. What should you do?
- A. Go to business management settings and enable duplicate detection on leads based on email.
- B. Go to the classic editor and remove Create permissions from the security group for sales users.
- C. Go to the form in Customer Insights - Journeys and update the form so that it can either create new leads or update existing leads.
- D. Go to The settings area in Customer Insights - Journeys and ensure the default form matching strategy is selected.
Correct Answer: A 🗳️
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