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Microsoft Dynamics 365 Customer Experience Analyst Sample Questions (Q16-Q21):
NEW QUESTION # 16
Hotspot Question
The marketing team at your organization generates leads using form submissions in Dynamics
365 Customer Insights - Journeys.
The marketing team then nurtures the leads to hand-off to the sales team. If accepted, sellers will work the leads using Dynamics 365 Sales.
Leads are considered to be stale if they are NOT ready to be accepted after six (6) months.
You need to create a bulk deletion job to delete stale leads as long as they have a Parent Contact.
You used a saved view to start the query but need to complete the criteria.
What should you configure? To answer, select the appropriate operator or value to be added for each search criteria.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Lead Source Type - Equals Teleprospect
This ensures that only leads generated through these sources are considered.
Since the marketing team generates leads using form submissions and nurtures them before handing them off to the sales team, the Teleprospect source is the most relevant. "Teleprospect" typically represents leads generated through proactive outreach efforts, such as telemarketing or lead qualification campaigns, which aligns with the nurturing process described.
Choosing Teleprospect ensures that the bulk deletion job only removes stale leads that have not progressed in the sales cycle after six months.
Sales Ready - Does not equal
This filters out leads that have not been accepted by the sales team, ensuring only unaccepted leads are deleted.
Parent Contact for Lead - Contains Data
This ensures that only leads with a linked Parent Contact are deleted, as required.
These filters ensure that only stale leads older than 6 months that have not been accepted by sales and have a Parent Contact are deleted.
NEW QUESTION # 17
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.
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, and remove any special characters or spaces from header row. Remove rows with missing primary keys and name the query. Select Next and your data is now ready for unification.
Does this meet the goal?
- A. Yes
- B. No
Answer: B
Explanation:
Correct:
* Transform the first row to be used as headers. Define column types to be the 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.
The proposed solution effectively prepares the data for unification in Dynamics 365 Customer Insights - Data. Here's how each step contributes to meeting the goal:
Transform the first row to be used as headers: This step is necessary to define the column names, which is critical for accurate data interpretation.
Define column types to be the appropriate field types: Specifying the correct data types for each column ensures that the data will be processed correctly during unification, maintaining data integrity.
Create a full name and full address columns by merging the appropriate columns if they exist:
This step enhances the dataset by consolidating relevant information into single columns, which can simplify data usage and improve data quality. Merging columns helps ensure that users can easily access essential information without navigating through multiple fields.
Select Next: This indicates that the data transformation steps are completed and the dataset is ready for the unification process.
NEW QUESTION # 18
Drag and Drop Question
A company uses Dynamics 365 Sales with assignment rules. The assignment rules use a segment to filter the lead records.
A sales manager wants to automatically add a series of tasks by using the same criteria as the assignment rules.
You need to create the tasks and assign the tasks to the lead records.
In which order should you perform the actions? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
Explanation:
Create a sequence: This is the first step, as you need to create the sequence that will contain the tasks.
Add tasks to the sequence: Once the sequence is created, you can add the necessary tasks that need to be assigned to the leads.
Connect the existing segment to the sequence: This step ensures that the tasks are applied to the appropriate leads, using the segment's criteria.
Activate the sequence: After the sequence is fully configured, activating it ensures that the tasks are assigned and start being tracked.
NEW QUESTION # 19
You use document management in Dynamics 365 Sales. You use a single, parent SharePoint site collection with several child site records configured for each geographical region.
You make a change on SharePoint to rename one of the child sites.
You need to ensure the document management capabilities continue to function for all associated records.
What should you do?
- A. Update the absolute URL.
- B. Update the relative URL.
- C. Create a new site record.
- D. Create a new document location.
Answer: B
Explanation:
Since a child site within the existing SharePoint site collection has been renamed, the best approach is to update the relative URL in Dynamics 365 Sales. The relative URL defines the path within the parent site and must match the new name to ensure document management continues to function correctly.
NEW QUESTION # 20
A marketing user wants to target two groups of customers:
1. All customers that live in Paris.
2. All customers that have made more than ten online purchases.
You decide to meet this requirement by making quick segments.
Which two options should you use as the base in the quick segments? Each correct answer presents part of the solution. (Choose two.) NOTE: Each correct selection is worth one point.
- A. Profiles
- B. Insights
- C. Data tables
- D. Measures
- E. Enrichments
Answer: A,D
Explanation:
* All customers that live in Paris.
Customer profile data has address information.
* All customers that have made more than ten online purchases.
Incorrect:
Not Data tables [Not available for Quick Segments]
Not Enrichments [Not available for Quick Segments]
Note:
Quick segments let you build simple segments with a single operator quickly for faster insights.
Quick segments are only supported in environments for individual customers.
Create a new segment with quick segments
1. Go to Insights > Segments.
2. Select New > Create from.
Select the Profiles option to build a segment that is based on the unified customer table.
Select the Measures option to build a segment around measures you have previously created.
Select the Insights option to build a segment around one of the output tables you generated using either the Predictions or Custom Models capabilities.
3. In the New quick segment dialog box, select an attribute from the Field dropdown.
Etc.
NEW QUESTION # 21
......
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