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NEW QUESTION # 85
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 recently implemented Dynamics 365 Sales within your organization's sales team. Based on the initial evaluation, adoption is limited as most sales users prefer to work from Microsoft Outlook.
You decide to enable the Dynamics 365 App for Outlook.
You need to perform the various actions required. Each correct action is part of the solution but does NOT solve the problem completely.
Action: Select Email Settings within the environment's settings, and set Process Email Using to Server-Side Synchronization.
Does this meet the goal?
- A. Yes
- B. No
Answer: A
Explanation:
Correct:
* : From the email settings in the Advanced settings, you migrate email router data from server- side synchronization to Dynamics 365 app for Outlook. [See step 1 below. Use Server-side synchronization]
* You test the email configuration and enable the mailboxes for the Dynamics 365 App for Outlook designated users. [Yes, see step 2 below]
* Select Email Settings within the environment's settings, and set Process Email Using to Server-Side Synchronization. [Yes, see step 1 below] Reference:
https://learn.microsoft.com/en-us/dynamics365/outlook-app/deploy-dynamics-365-app-for-outlook
NEW QUESTION # 86
You are designing the user experience for sales users at your organization for a variety of tasks.
One of the user experience requirements is for sales users to be able to see information from custom attributes created for originating leads for opportunities WITHOUT having to navigate to the Lead record.
You are already signed in to the correct editing application and you now need to configure the user experience in Dynamics 365 Sales to enable this.
Which five actions should you perform in sequence before saving and publishing your changes? To answer, move the five appropriate actions from the list of actions to the answer are a. Arrange the five actions in the correct order.
NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select
Answer:
Explanation:
Reference:
In the Forms Area, Create a Quick View Form with the Required Columns:
Within the Lead table, go to the Forms section and create a Quick View form. The Quick View form will be designed to include the necessary custom attributes from the Lead table.
This step is crucial as the Quick View form will later be embedded in the Opportunity form to provide context about the originating lead.
Select Tables > Opportunity:
After configuring the Quick View form in the Lead table, navigate to the Opportunity table where you will embed this Quick View form.
In the Forms Area, Select the Main Form You Wish to Update:
Within the Opportunity table, go to the Forms area, and select the Main Form that sales users will use. This is where you will add the Quick View form created from the Lead table.
Add the Quick View Form as a Component:
Finally, add the previously created Quick View form as a component on the Opportunity Main Form. This will enable the embedded display of lead information, allowing users to view lead data directly within the Opportunity form.
Once added, save and publish the form to make the changes effective.
By following these steps, sales users can access lead information within the Opportunity form itself, streamlining their workflow by removing the need to navigate to the Lead record.
New
NEW QUESTION # 87
An organization wants to synchronize their emails, appointments, and tasks with Dynamics 365.
They also want to enable auto-tracking for specific emails. What configurations should be applied? (Select THREE)
- A. Configure Mailbox Records
- B. Set up Server-Side Sync
- C. Enable Auto-Tracking
- D. Configure Data Export Profiles
- E. Create Business Process Flows
Answer: A,B,C
NEW QUESTION # 88
You use business process flows for all Dynamics 365 opportunities. Some opportunities are closed before business process flow durations are calculated. You need to ensure that business process flow duration values are calculated.
Solution: Change the opportunity to an inactive state. Does this meet the goal?
- A. Yes
- B. No
Answer: A
Explanation:
* Changing the opportunity to an inactive state allows for the calculation of business process flow duration values, as this state transition prompts the system to finalize any duration metrics associated with the process flow.
* Business process flows calculate duration upon completion or transition of the process, so marking the opportunity as inactive triggers the system to calculate these durations.
NEW QUESTION # 89
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 recently implemented Dynamics 365 Sales within your organization's sales team. Based on the initial evaluation, adoption is limited as most sales users prefer to work from Microsoft Outlook.
You decide to enable the Dynamics 365 App for Outlook.
You need to perform the various actions required. Each correct action is part of the solution but does NOT solve the problem completely.
Action: Within the system settings and email configuration, you set Process Email Using to Dynamics 365 for Outlook.
Does this meet the goal?
- A. Yes
- B. NO
Answer: B
Explanation:
Correct:
* : From the email settings in the Advanced settings, you migrate email router data from server-side synchronization to Dynamics 365 app for Outlook. [See step 1 below. Use Server-side synchronization]
* You test the email configuration and enable the mailboxes for the Dynamics 365 App for Outlook designated users. [Yes, see step 2 below] Incorrect:
* Within the system settings and email configuration, you set Process Email Using to Dynamics 365 for Outlook. [No, set this to Server-side synchronization. See step 1 below] Note:
Deploy and install Dynamics 365 App for Outlook
Step 1: Set the default synchronization method
To use Dynamics 365 App for Outlook, you need to set server-side synchronization for your email processing.
1. From your app, go to Settings > Advanced Settings.
2. Go Settings > Administration and then select System Settings.
3. Select the Email tab, and set Process Email Using to Server-Side Synchronization.
Step 2: Test email configuration and enable mailboxes
Enable and test your user mailboxes so they can use Dynamics 365 App for Outlook.
Reference:
https://learn.microsoft.com/en-us/dynamics365/outlook-app/deploy-dynamics-365-app-for-outlook
NEW QUESTION # 90
You are working in Dynamics 365 Sales. You turn on the visibility of the Dynamics 365 Sales records in the channel.
A user working with leads is unable to pin the view into Microsoft Teams.
You need to identify the issue.
What should you do?
- A. Disable the Turn on the linking of Dynamics 365 records to Microsoft Teams channels option.
- B. Add users to the Teams channel.
- C. Enable the External links within Teams option.
- D. Enable the Turn on Enhanced Microsoft Teams Integration option.
- E. Add users to the correct security role.
Answer: D
Explanation:
For users to pin views of Dynamics 365 Sales records in Microsoft Teams, Enhanced Microsoft Teams Integration must be enabled. This feature allows users to seamlessly work with Dynamics 365 records within Teams and ensures proper synchronization between the two platforms.
NEW QUESTION # 91
You manage a Dynamics 365 Sales environment where users can only view and edit their own records.
User2 is assisting with User1's opportunities while User1 is on vacation. User1 remains the owner of User1's opportunities.
User2 has reported that they CANNOT update User1's opportunities.
You need to diagnose the issue.
What should you do?
- A. Ensure User2 is added to the Sales team.
- B. Ensure the record is assigned to User2.
- C. Ensure User2 is added to the Owner team.
- D. Ensure User2 is added to an Access team.
Answer: D
Explanation:
Dynamics 365 Sales uses the Opportunity Sales Access Team template to provide access to the opportunity record to all the users connected under the Sales team connection role category. A salesperson who might not have access to a given opportunity record by their assigned security role privileges can still get access when added as a sales team member from this subgrid. This allows the sales team member users to access and work with the opportunity record in Dynamics
365 on a per-record basis. Similarly, when an existing sales team member is deleted from the subgrid, the access to the opportunity record granted via the access team template is also removed.
Note: Use access teams and owner teams to collaborate and share information When to use access teams The teams are dynamically formed and dissolved. This typically happens if the clear criteria for defining the teams, such as established territory, product, or volume aren't provided.
The team members require different access rights on the records. You can share a record with several access teams, each team providing different access rights on the record. For example, one team is granted the Read access right on the account and another team, the Read, Write and Share access rights on the same account.
A unique set of users requires access to a single record without having an ownership of the record.
NEW QUESTION # 92
A company has implemented Dynamics 365 Sales Enterprise. The salespeople often travel to meet customers and require mobile-friendly solutions to various scenarios.
You need to provide a solution for the traveling salespeople.
Which apps should you recommend in each scenario? To answer, move the appropriate apps to the correct scenarios. You may use each app once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.
NOTE: Each correct match is worth one point.
Answer:
Explanation:
NEW QUESTION # 93
Hotspot Question
A sales manager wants to set up goals for all salespeople. The goal measurement is based on the total outgoing calls finished each year. The goals for the fiscal year are based on a calendar year (January -- December).
You need to create the rollup query for the goal metrics.
Which option should you select? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Date field: Actual End
Since the goal measurement is based on the completed calls (finished), you should choose
"Actual End" as it reflects when the call activity was completed.
Rollup field: Actual (integer)
You are measuring actual completed outgoing calls, so the "Actual (integer)" option is appropriate.
Source Record Type Status: Completed
To focus on finished calls, the "Completed" status is the right choice since it reflects when a call has been finished.
NEW QUESTION # 94
Drag and Drop Question
The sellers at your organization are keen to adopt generative AI 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.
Answer:
Explanation:
Explanation:
1. In Copilot for Sales admin settings, select Forms: You start by going into the admin settings where forms are managed within Copilot for Sales.
2. Select the Account record type: Once in the forms settings, you need to select the relevant record type (Account) that the sellers want to edit in Copilot for Sales.
3. In the Manage fields section, turn off Allow editing for the "Revenue Forecast" field: To meet the requirement of not allowing edits to the "Revenue Forecast" field, you need to disable the editing permission for that specific field.
4. In the Editing records section, select Edit records inside Copilot for Sales: Finally, you enable the ability to edit records inside Copilot for Sales for the sellers.
NEW QUESTION # 95
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. Define column types to be appropriate field types and name the query. Create a full name and full address columns by merging the appropriate columns if they exist. Select Next and your data is now ready for unification-Does this meet the goal?
- A. Yes
- B. No
Answer: B
Explanation:
* This solution also includes transforming headers and defining column types, along with creating merged columns. However, it still does not remove rows with a high proportion of nulls. Addressing null values is important for data quality and ensuring accurate unification.
* Without removing rows with many nulls, the data may still have integrity issues that could impact the unification process. As a result, this solution does not completely meet the goal.
NEW QUESTION # 96
You need to update the role configuration for the digital sales team to enable the capability requested. What two actions should you perform? Each correct answer presents part of the solution. Choose two. NOTE: Each correct selection is worth one point.
- A. Assign the Sales Copilot user role to the members of the digital sales team.
- B. Grant View Audit History permissions to the Digital seller security role.
- C. Grant View Audit Summary permissions to the Digital seller security role.
- D. Grant View Audit Partitions permissions to the Digital seller security role.
Answer: A,B
Explanation:
To enable the digital sales team's request to use Copilot for summarizing changes to lead records, you need to ensure that they have the necessary permissions and access to the required features. Here's how to proceed:
Assign the Sales Copilot User Role:
Dynamics 365 Copilot in Sales is a feature that assists users by providing insights and summaries based on data within the system.
To allow the digital sales team to access and utilize Copilot's capabilities, they must have the Sales Copilot user role assigned. This role enables users to interact with Copilot and benefit from its AI-driven functionalities such as summarizing changes and insights in records.
Microsoft Documentation Reference: Dynamics 365 Sales Copilot Setup
Grant View Audit History Permissions:
The View Audit History permission is essential for team members to access audit logs, which is necessary for reviewing and summarizing changes made to lead records.
Enabling this permission will allow the digital sales team to view a history of modifications in lead records, thus allowing them to generate summaries based on this audit trail.
The View Audit Summary permission specifically lets them see summaries of audit data, which complements Copilot's functionality by allowing Copilot to access detailed change history for summarization.
Microsoft Documentation Reference: Security Roles and Privileges
By implementing these two actions, the digital sales team will have both the necessary access to Copilot features and the required permissions to audit lead record changes, enabling them to leverage Copilot for summarizing changes to leads effectively.
NEW QUESTION # 97
An organization is using Microsoft Power Query when connecting to data sources in Dynamics 365 Customer Insights - Data.
You need to load contacts to Customer Insights - Data using Power Query.
Which is an appropriate action to take when using Power Query to ingest data?
- A. You must select Power Query as an import method when creating the data source.
- B. You must create a separate Power Query data source for each table you wish to ingest.
- C. You can only add additional columns to the dataset in Power Query before the data source is created in Customer Insights - Data.
- D. After you save a Power Query data source, you have to manually trigger the initial refresh process.
Answer: D
Explanation:
Correct:
* After you save a Power Query data source, you have to manually trigger the initial refresh process.
* You can add additional tables to the data source using Get Data functionality in the Power Query.
Incorrect:
* After you save a Power Query data source, you have to manually trigger the initial refresh process.
* You can only add additional columns to the dataset in Power Query before the data source is created in Customer Insights - Data.
* You must create a separate Power Query data source for each table you wish to ingest.
Note:
* After you save a Power Query data source, you have to manually trigger the initial refresh process.
For Power BI users, refreshing data typically means importing data from the original data sources into a semantic model, either based on a refresh schedule or on demand. You can perform multiple semantic model refreshes daily, which might be necessary if the underlying source data changes frequently.
* You can add additional tables to the data source using Get Data functionality in the Power Query.
When using Power Query in Dynamics 365 Customer Insights - Data, you have the flexibility to add additional tables to your data source through the Get Data functionality. This allows you to manage multiple tables and sources efficiently within a single Power Query environment.
Reference:
https://learn.microsoft.com/en-us/power-bi/connect-data/refresh-data
NEW QUESTION # 98
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 reviewing a Dynamics 365 implementation for your customer.
During the review, the customer tells you that they want a central search function which displays results by relevance.
You need to prepare to configure Dataverse search for the implementation.
Solution: Ensure that you add columns to the search criteria by editing the Advanced Find view for each table.
Does this meet the goal?
- A. Yes
- B. No
Answer: B
Explanation:
Correct:
* Recognize that when you enable Dataverse search, it is enabled for all model-driven apps.
Turning on Dataverse search allows global search in all model-driven apps in that environment and allows generative AI experiences to work.
Incorrect:
* Ensure that any tables you wish to display results from are included in the model-driven apps.
* Ensure that you add columns to the search criteria by editing the Advanced Find view for each table.
Reference:
https://learn.microsoft.com/en-us/power-platform/admin/configure-relevance-search-organization
NEW QUESTION # 99
Drag and Drop Question
A company has implemented Dynamics 365 Sales Enterprise. The salespeople often travel to meet customers and require mobile-friendly solutions to various scenarios.
You need to provide a solution for the traveling salespeople.
Which apps should you recommend in each scenario? To answer, move the appropriate apps to the correct scenarios. You may use each app once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.
NOTE: Each correct match is worth one point.
Answer:
Explanation:
Explanation:
Receive push notifications about newly assigned leads:
App: Dynamics 365 Sales mobile app
The mobile app is designed to provide real-time notifications and push alerts to salespeople while they are on the go.
View Outlook meetings and appointments:
App: Dynamics 365 for phones and tablets app
This app allows salespeople to view, manage, and synchronize their Dynamics 365 data, including meetings and appointments integrated with Outlook.
Generate SSRS quotes:
App: Dynamics 365 Sales on the web
SSRS quotes are typically generated using more robust tools available in the full web version of Dynamics 365 Sales, which provides access to advanced reporting features.
NEW QUESTION # 100
When modifying model-driven apps, which component is used to create navigation and page structure?
- A. Dashboards
- B. Views
- C. Site Maps
- D. Tables
Answer: C
NEW QUESTION # 101
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 are a. Arrange the five actions in the correct order.
Answer:
Explanation:
NEW QUESTION # 102
A company created a new table named Locations.
The sales team needs your help to make the Locations table visible in the Sales Hub.
What should you do?
- A. Create a Location Group.
- B. Create a Location Sub Area.
- C. Add Location to the App Designer.
- D. Add Location as an Area.
Answer: C
Explanation:
To make a new table, such as Locations, visible in the Sales Hub, you need to modify the app using the App Designer in Dynamics 365. By adding the Locations table to the Sales Hub via the App Designer, you ensure that users in the Sales Hub can access and interact with the Locations data directly within the application.
NEW QUESTION # 103
You are setting up a product catalog.
The product catalog must be set up with the following parameters:
● $100.00 off if a customer buys more than 10 cases
● $10.00 less if a customer buys two different products together instead of individually
● Single product sold in quantities of 1, 6, and 12; price per unit decreases as quantities increase You need to set up the parameters.
What should you configure? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
NEW QUESTION # 104
Your sales team has now managed to get all the email communication in place and want to take it a step further by implementing SMS channel.
You need to configure an SMS provider.
Which four actions should you perform in sequence? To answer, move the four appropriate actions from the list of actions to the answer are a. Arrange the four actions in the correct order.
Answer:
Explanation:
NEW QUESTION # 105
You need to configure a new Customer Insights - Journeys form to satisfy the digital sales team lead's request.
Which five required actions should you perform in sequence? To answer, move the five appropriate actions from the list of actions to the answer are a. Arrange the five actions in the correct order.
Answer:
Explanation:
NEW QUESTION # 106
You use the Dynamics 365 Sales mobile app.
Users must receive a push notification when they are assigned to a lead record.
You need to create the push notification.
Which tool should you use?
- A. Assistant for Microsoft Dynamics 365 Sales
- B. Business process flow
- C. Microsoft Power Automate
- D. Microsoft Dynamics 365 App for Outlook
Answer: C
Explanation:
Dynamics 365 Sales, Create custom push notifications
You create a notification from a flow
When you trigger a push notification from a Power Automate flow, you can send the notification to only one user or security group at a time.
Note: About push notifications
The Dynamics 365 Sales mobile app supports push notifications that can be created by using the Send push notification V2 action with the following details:
Mobile app: Select Sales.
Your app: Select the app that you want to set up the notification for.
Recipients Item-1: Enter the user's email or the user's Microsoft Entra ID object ID.
Message: Enter the notification message.
Open app: Select Yes.
Entity: Select which table the notification is for.
Record ID: Enter the record ID. If you don't enter a record ID, the mobile app will open at the home screen when you tap the notification. If you enter the record ID, the mobile app will open the specified record when you tap the notification.
NEW QUESTION # 107
Case Study 2 - Terra Flora
Background information
Terra Flora, Incorporated is a boutique pet hotel that has been in business for six (6) months. The hotel guests include both dogs and cats.
The founder created the Dynamics 365 Sales Professional environment to grow their network and pipeline. They started out using out-of-the-box capabilities only and using the Sales Professional app only. Only one environment (production) is in use.
The pet hotel is gaining in popularity and the number of bookings is growing. The founder has shifted their focus to customizing their environment to record the information they need to delight their customers by tailoring the experience to their unique pets.
Terra Flora has recently hired a part-time carer for the resident pets. The carer has been granted the Salesperson security role to allow them to record new leads and update customer information.
You are a Dynamics 365 Customer Experience consultant who has been hired to assist Terra Flora with their customizations, resolve issues, and advise on best designs to meet their requirements.
Configurations
Overall configurations
To better understand their four-legged customers, Terra Flora has created a custom Pet table, which is user-owned and related 1-n with the Contact table, which represents the pets' primary owner.
The Pet table has been added to the Sales Professional app sitemap. The table has the following columns, each created WITHOUT making any changes to the advanced options.
A pet sub-grid has been added to the Contact main form, using the Active Pets view.
Additionally, Read, Write, and Update, Append, Append To, and Assign access to the Pet table has been added to the Salesperson security role.
"Onboard new pet" business process flow
The founder is creating a business process flow named Onboard new pet to ensure that appropriate information is recorded for all new pets, starting with ensuring the correct litter choices are selected for cats who will be staying at Terra Flora.
When the Onboard new pet business process flow is done, the founder wants to have access to a view that will display all active pets including the and Type columns, as well as the current stage on the Onboard new pet business process flow.
Name
Pet table icon
A custom image .svg file has been created for the Pet table.
Terra Flora wants to ensure this image is displayed alongside the pet page within the app.
Related Pet table activities
Terra Flora wants carers to be able to see their pets' activity history, as well as add new activities related to their pets. They want the following information to appear on their pets' timeline:
- Tasks carers completed or should do.
- E-mails exchanged with pet's owner (customer).
- A record of phone calls.
Other types of activities should NOT appear to users on the Pets forms.
The founder edited the Pet table advanced setting to enable associating Pet records with activities. The founder also added Pet table to the app sitemap that is being used.
Attachments are enabled for the Pet table, including notes and files. But users should NOT see posts in the pet's activity timeline.
Post configuration is NOT enabled for the Pet table.
Logs
Auditing, log access, and read logs have been enabled in the production environment.
Auditing has started on the Terra Flora environment and has been enabled for common entities.
Marketing
Breed galas
To celebrate their upcoming first year in operation, the founder is planning a series of breed galas. The series begins with a Corgi dog breed meet-up gala.
The breed of an owner's pet may be mentioned in many places within the system, including:
1. Emails (subject or body).
2. Notes (including Word documents exports of PDFs uploaded as attachments).
3. Single or multiple lines of text columns on any standard table (including lead, contact and opportunity at minimum).
4. On the Pet table in either the Description or in the Breed columns.
Additionally, the breed may be referenced in several ways including singular, multiple, shorthand (for example: corgi, corgis, or corgs), and may have been misspelled.
Corgi meet-up gala
The carer needs to be assigned ownership of several Contact records (representing customers that own Corgis) that live nearby so that event flyers can be delivered personally. When the carer is delivering flyers, they need to quickly check the owner and related pet information on their phone.
When the Contact records are assigned to carer, any pets that are related to these contacts via the primary owner relationship should also be assigned to the carer.
The founder has created a business process flow on the Pet table named Corgi meet-up to allow Corgis to be registered as attending the gala. This business process flow is second in the default order on the Pet table. If the carer has a conversation with the owners, the carer is required to add notes to the timeline and complete the first stage of the business process flow.
Issues
Duplicate records
Before the creation of the Pet table, information regarding pets was either added to the owner's Contact record in the form of notes or created as records themselves.
Contact
These Contact records used the name of the pet in the Last Name column and the owner's address in the first set of Address columns.
When these pet Contact records are identified, they are deactivated.
No duplicate detection rules have been published and duplicate pet records are currently present across both the Contact and Pet tables.
Auditing
When a pet's dietary requirements or a Contact's email address is updated, Terra Flora requires the following information to be logged:
1. The user who made the change.
2. The current and previous values of the columns.
3. The time and date of the changes.
Terra Flora also needs to track any exports of records to Microsoft Excel within the compliance center.
Relationship behavior
Recently, a pet owner informed Terra Flora that their pet cat has been rehomed.
After receiving this information, the carer deleted the owner's Contact record from the system, which in turn deleted the Pet record.
Shortly after, the new pet owner contacted Terra Flora to book their cat for a stay and was frustrated that Terra Flora had NOT retained a record of their cat's dietary requirements or any of the previous carer notes about the cat.
In such situations, Terra Flora now requires that the owner's Contact record should NOT be allowed to be deleted if any Pet records are related to it via the primary owner look-up column.
Users should be required to update the look-up column to new owner's Contact record or remove the current value first before they can delete the Pet record. If the new owner's Contact record is selected on a pet, any active bookings against the pet should also be updated to the new owner, but previous inactive bookings should NOT be updated.
Business process flows and the Corgi meet-up gala
The founder has recently made an update to the Onboard new pet business flow but now CANNOT activate it.
For the Corgi gala, the founder has asked the carer for help in:
1. completing the registrations that the founder started, and
2. registering more Corgis for the upcoming gala.
When the carer creates new pet records, the carer is UNABLE to see the Corgi meet-up business process flow.
Currently, when the carer checks the owner's record on their phone, the related pet information is difficult to view as they must scroll down to review the information.
You have added the timeline control to the Pet main form, then saved and published your changes.
You need to configure the timeline to display related Pet activities as required by Terra Flora.
Which two actions should you perform? Each correct answer presents a complete solution.
(Choose two.)
NOTE: Each correct selection is worth one point.
- A. In the Record types of the timeline settings, uncheck the Activities option.
- B. In the Record types of the timeline settings, uncheck the Posts option.
- C. In the Notes area of the timeline settings, uncheck the Remove notes title when authoring option.
- D. In the Activity area of the timeline settings, remove all activity types, except for Task, Email and Phone Call.
- E. In the Record types of the timeline settings, uncheck the Notes option.
Answer: B,D
Explanation:
In the Activity area of the timeline settings, remove all activity types, except for Task, Email and Phone Call. - This is necessary to ensure that only the required activities (Tasks, Emails, and Phone Calls) appear on the timeline as per the client's request.
In the Record types of the timeline settings, uncheck the Posts option. - Since the client has specified that they do not want posts to be displayed in the activity timeline, it is important to uncheck the Posts option in the timeline settings.
NEW QUESTION # 108
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