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NEW QUESTION # 73
You have opportunities that have values in multiple currencies. You manually update currency exchange rates once per month.
You need to ensure that currency values are accurately reported.
When is the new currency exchange rate applied to the opportunity records?
Answer: B
Explanation:
In Dynamics 365, when you update currency exchange rates, those rates are applied during the scheduled system jobs that calculate rollup fields.
Specifically, if you have rollup fields related to opportunities that depend on currency values, the new exchange rates will be reflected when the calculate rollup field system job for the relevant tables runs.
NEW QUESTION # 74
Drag and Drop Question
You are implementing a new Dynamics 365 Customer Insights - Data environment for your organization.
You complete ingesting the data you need to unify and navigate to the correct page in the Customer Insights - Data application to begin the unification process.
You need to complete the first part of the unification process following best practices.
Which five actions should you perform in sequence? To answer, move the five appropriate actions from the list of actions to the answer area. Arrange the five actions in the correct order.
Answer:
Explanation:
Explanation:
1. Select Get started under Customer data.
This is the first step to begin the unification process in Customer Insights - Data.
2. Select the tables and attributes containing the data you need for the unification process. After starting, you must choose the tables and attributes that will be used for unification.
3. Identify the primary key for each table.
Each table must have a primary key that uniquely identifies records.
4. Ensure that attributes you wish to combine from different tables have the same Type, then select Save source fields. Before unifying, attributes from different sources must have the same type to ensure proper mapping.
5. Confirm the Type for each attribute.
After selecting source fields, confirming the attribute types ensures data consistency.
NEW QUESTION # 75
The assistant to the sales leader has some questions on how delegation works when using the Dynamics 365 App for Outlook. They want to know how columns are populated when an email is tracked.
You need to explain the behavior of the tracked email messages, in particular, what is set as the owner of the tracked email from a delegated mailbox.
What should you convey?
Answer: D
Explanation:
* When an email is tracked in Dynamics 365 from a delegated mailbox, the primary mailbox owner is set as the owner of the tracked email. This means that if an assistant sends or tracks an email on behalf of another user, the email's ownership will reflect the primary mailbox owner rather than the delegate.
* This behavior ensures that activities are correctly associated with the user who owns the mailbox, aligning with the ownership structure in Dynamics 365.
NEW QUESTION # 76
You are a marketing automation consultant.
Your customer wants to understand the benefits of using the query assist feature in Dynamics 365 Customer Insights - Journeys. Why might your customer want to use this feature?
Answer: D
Explanation:
* The Query Assist feature in Dynamics 365 Customer Insights - Journeys utilizes natural language processing to help marketers easily build segments.
* By using simple language, marketers can describe their target audience without needing to know complex query syntax, making segmentation more accessible.
* This feature is designed to streamline segment creation, allowing marketers to quickly define their audience with natural language inputs, which is particularly useful for users who may not be familiar with technical query building.
NEW QUESTION # 77
A large construction company uses Dynamics 365 Sales to manage their sales pipeline.
All future jobs are logged in the system as opportunities. Depending on the type o( work, some opportunities close faster, and others take longer due to dependency on the third-party vendors.
The sales team does NOT currently use the "On hold* option, as it does NOT provide enough details.
When working with open opportunities, the sales manager wants to know whether opportunities are pending permits or require asbestos removal.
You need to ensure that a salesperson can only select the "Pending Permits" or "Asbestos Removal" option when working with their opportunities to indicate the deal is taking longer.
What should you do?
Answer: B
Explanation:
Understanding the Statuscode and Statecode Columns:
In Dynamics 365 Sales, opportunities have two primary columns related to their status: statecode and statuscode.
The statecode defines the primary state of an opportunity (e.g., Open, Won, Lost).
The statuscode provides more granular reasons associated with each primary state. For example, within the "Open" state, you can have various reasons such as "In Progress," "On Hold," etc.
Reference:
Modifying Status Reasons for Open Opportunities:
The construction company wants to indicate when opportunities are delayed due to specific external factors. To accommodate this, they need specific status reasons like "Pending Permits" and "Asbestos Removal." By adding these as status reasons under the "Open" state, you enable sales team members to select these options directly from their current status options.
Steps to Add New Status Reasons to Open Opportunities:
Navigate to Solution: Go to the Dynamics 365 Sales app, then to Settings > Customizations > Customize the System.
Locate the Opportunity Entity: In the default solution, find and expand the "Entities" list, then select "Opportunity." Edit Statuscode Values: Within the "Opportunity" entity, select "Fields," then find and edit the statuscode field. Here, you can add new options under the "Open" status. Add "Pending Permits" and "Asbestos Removal." Publish the Changes: After adding and saving the new status reasons, publish the changes so that they are available to users.
Verifying Custom Status Reason Visibility:
Ensure the new options are available on the Opportunity form for selection.
Test by opening an Opportunity and confirming that the "Pending Permits" and "Asbestos Removal" options are available under the Open status reasons.
By following these steps, the sales team can now use specific status reasons to indicate why certain opportunities are delayed, providing clearer visibility into the sales pipeline's status.
NEW QUESTION # 78
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