Microsoft MB-280 Exam With Confidence Using Practice Dumps

BDM1 has a reminder setting for close dates that are coming up within the next 21 days, as configured in the system. Given that BDM1 logs in on June 3, 2024, here’s how to determine which opportunities will be highlighted in the "Close date coming soon" reminder cards:

Calculate the Reminder Period:

With a 21-day notification period, any opportunities with close dates on or before June 24, 2024 (21 days from June 3), will trigger a reminder card in the assistant.

Evaluate Close Dates for Opportunities:

London Office: Scheduled to close on June 4, 2024, which is within 21 days from June 3.

Toronto Office: Scheduled to close on June 12, 2024, which also falls within the 21-day reminder period.

Mexico City Office: Scheduled to close on June 18, 2024, within the 21-day reminder period.

Seattle Office: Scheduled to close on June 19, 2024, also within the 21-day period.

Based on this, London Office and Toronto Office are within the specified period and thus will appear as close date reminders for BDM1.

Microsoft Dynamics 365 References:

Assistant and Insights cards in Dynamics 365 Sales

By applying the specified close date threshold, we can confirm that the reminder cards for opportunities closing on June 4 and June 12 will be displayed to BDM1, which corresponds to London Office and Toronto Office.

Requirement Analysis:

The organization is collecting lead data from two sources: a web form created in Customer Insights - Journeys and manual entries by sales users. This setup could lead to duplicate entries if a lead is submitted through the web form and then entered manually by a sales user afterward.

To ensure data integrity and avoid duplication, it is essential to implement a mechanism that identifies and manages duplicates automatically.

Solution - Enabling Duplicate Detection:

In Dynamics 365, duplicate detection can be configured to alert users or prevent the creation of records that already exist based on certain criteria (such as email).

By enabling duplicate detection based on email addresses, the system will compare incoming lead data with existing records and prompt users if a duplicate is identified. This feature will ensure that leads collected from different sources are not duplicated unnecessarily.

Steps to Enable Duplicate Detection for Leads Based on Email:

Navigate to Settings > Data Management > Duplicate Detection Rules in Dynamics 365.

Create a new Duplicate Detection Rule for the Lead entity. Specify that the system should check for duplicate records based on the email field.

Publish the rule and ensure it is activated.

After activation, this rule will prompt users whenever a duplicate email is detected, either from the Customer Insights - Journeys web form or manual entry by sales users.

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The correct order of actions to configure the editing capabilities for the Account records in Copilot for Sales while restricting the "Revenue Forecast" field is as follows:

In Copilot for Sales admin settings, select Forms.

In the settings for the Account table, select Forms.

Select the Account record type.

In the Manage fields section, turn off Allow editing for the "Revenue Forecast" field.

Step by Step Comprehensive Detailed Explanation with ALL Microsoft Dynamics 365 References:

In Copilot for Sales Admin Settings, Select Forms:

Start by accessing the admin settings for Copilot for Sales. This is where configuration changes for form accessibility and editing settings are managed. Selecting Forms will allow you to configure specific form-related options for Copilot usage.

In the Settings for the Account Table, Select Forms:

Navigate to the settings for the Account table within Copilot. Selecting Forms at this level allows you to specify which parts of the Account table are editable and visible in Copilot, which directly impacts how users interact with the Account records.

Select the Account Record Type:

Once in the form settings, choose the Account record type that needs to be modified. This is essential for enabling edits to the Account records in Copilot and ensuring that the correct fields are accessible.

In the Manage Fields Section, Turn Off Allow Editing for the "Revenue Forecast" Field:

Finally, within the Manage fields section, disable the Allow editing option specifically for the "Revenue Forecast" field. This action ensures that while Account records can be edited in Copilot, the "Revenue Forecast" field remains read-only, satisfying the requirement from the vice president of sales.