MB-280 Sales Practice Questions

You need to build a trigger-based journey to send the "Getting started" emails requested by the global sales lead. Which trigger should you use to start the journey?

• AA. Dataverse record change trigger
• BB. Custom trigger with lead profile data
• CC. Custom trigger with contact profile data
• DD. Email Link Clicked interaction trigger

You need to enable the Dynamics 365 App for Outlook for the sales team. You need to perform the prerequisite actions before you can add the app for all users. Which two actions should you perform? Each correct answer presents part of the solution. Choose two. NOTE: Each correct selection is worth one point.

Select 2 answers.

• AA. Enable mailboxes.
• BB. Add the Dynamics 365 App to Outlook desktop app.
• CC. Add the Dynamics 365 App for Outlook security role.
• DD. Enable sending on behalf of other users setting.

You are a Dynamics 365 Sales administrator. You configure a forecast template that uses the Forecast category as a starting point for a layout for the sales team. The sales manager wants the value of the Lost column to come from the Total Detail Amount instead of the default value because the revenue is always driven by the items. You need to make the change. What should you do?

• AA. Edit the existing forecast and update the Amount column in the layout.
• BB. Edit the existing forecast, remove the Lost column, and add a new calculated column.
• CC. Create a new forecast and update the Amount column in the layout.
• DD. Create a new forecast, remove the Lost column, and add a new calculated column.

A company is using Dynamics 365 Sales to provide quotes to their customers. Preferred customers must be granted a separate flat rate discount on specific products, depending on their countries or regions. What should you create?

• AA. A discount list for Preferred Customers.
• BB. A sequence command step.
• CC. A product bundle for each country/region.
• DD. A price list for the currency of each country/region.

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?

• AA. Provide a link to the Power Bl report in the ribbon on the account form.
• BB. Create a dashboard in Dynamics 365 Sales that contains account data.
• CC. Embed the Power Bl Dashboard as a dashboard in the Dynamics 365 Sales application.
• DD. Embed the Power Bl report using contextual filtering for accounts.

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?

• AA. Go to the classic editor and remove Create permissions from the security group for sales users.
• BB. Go to the form in Customer Insights - Journeys and update the form so that it can either create new leads or update existing leads.
• CC. Go to The settings area in Customer Insights - Journeys and ensure the default form matching strategy is selected.
• DD. Go to business management settings and enable duplicate detection on leads based on email.

A company is using Dynamics 365 Sales to track their sales pipeline. Sales managers require their forecasting to include reasons why opportunities were lost, including losses to competitors. You need to configure the sales process WITHOUT using custom code. What should you do? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

Match each item to its target.

Correct answer: Add the type of loss. = Modify the Status Reason option set.; Record the loss for forecasting. = Modify the Opportunity Close form.