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QUESTION NO: 1
You are a Dynamics 365 for Customer Service administrator. Sales team members record leads in a Microsoft Excel workbook after conferences.
The system must prevent the addition of duplicate leads from the workbooks.
Sales team members must be able to manually create a duplicate lead record.
You need to configure duplicate detection settings.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
A. Set the value of When a record is created or updated lo off.
B. Create a duplicate detection job for all active accounts.
C. Set the value of During import to on.
D. Set the value of When a record is created or updated to on.
E. Set the value of Enable duplicate detection to off.
Answer: A,C
QUESTION NO: 2
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.
You are a Dynamics 365 for Customer Service administrator for Contoso, Ltd. A user named Elizabeth
Rice signs in to Dynamics 365 by using the following sign in name: Elisabeth.Rice@contoso.com.
After marriage, Elisabeth changes her legal name to Elisabeth Mueller.
You need to update the sign in name for the user without losing any application history.
Solution: Delete the user account in Dynamics 365 and recreate it with the new name.
Does the solution meet the goal?
A. Yes
B. No
Answer: B
QUESTION NO: 3
You are a Dynamics 365 for Customer Service administrator.
A sales vice president notes she cannot see her direct report sales manager's active accounts. Sales managers note that they cannot see the active campaigns that their peers are using.
You need to configure security for the sales vice president and sales managers to grant access to the data they cannot see.
Which security models should you use? To answer, drag the appropriate security methods to the correct teams.
Each security method may be used once, more than once, or not at all.
NOTE: Each correct selection is worth one point.
Answer:
Explanation
Manager Hierarchy - should work according to best practices. Position hierarchy works across BUs that would be less secure in a sense that VP may be able to view the data from other BUs in case this is not desired.
Role based security - on BU level would give manages access to the data of their peers. Manager hierarchy works only hierarchically, and not at peers level.
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/hierarchy-security
QUESTION NO: 4
You are a Dynamics 365 for Customer Service administrator.
You identify the following issues:
* Remote sales team members report that they cannot access the latest data on commuters, phones, and
* tablets.
* Help desk team members must be able to access all inbound emails from multiple queues in a single queue.
You need to resolve the issues.
Which options should you configure? To answer, drag the appropriate security methods to the correct teams.
Each security method may be used once, more than once.
NOTE: Each correct selection is worth one point.
Answer:
Explanation
QUESTION NO: 5
You import data into Dynamics 365 for Customer Service by using the Import Data wizard.
Errors occur when you try to import the following data lines:
You need to identity the cause of the errors.
What error types have occurred? To answer, drag the appropriate error types to the correct data.
Each error type may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Answer:
Explanation
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Updated: May 28, 2022