MB-280 Exam Dumps : Microsoft Dynamics 365 Customer Experience Analyst

[Reference: Microsoft Documentation - Create and Manage Sequences, Add Tasks to the Sequence:, After creating the sequence, add the specific tasks that need to be automatically generated and assigned to the leads. These tasks can be calls, follow-ups, emails, etc., that need to be completed as part of the sales process., Reference: Microsoft Documentation - Add Activities to a Sequence, Connect the Existing Segment to the Sequence:, Once the tasks are added, connect the sequence to the existing segment that filters the lead records based on assignment rules. This ensures that only leads within this specific segment are targeted by the sequence., The segment is a subset of leads that meet certain criteria, and connecting it to the sequence allows for automated task assignment according to the segment's filtering rules., Reference: Microsoft Documentation - Use Segments with Sequences, Activate the Sequence:, Finally, activate the sequence to begin the automated assignment of tasks to lead records that meet the segment criteria. Activation makes the sequence live, enabling the automated process to assign tasks to each lead as per the sequence setup., Reference: Microsoft Documentation - Activate Sequences, By following these steps, the sales manager can ensure that tasks are automatically generated and assigned to leads according to the same criteria used by the assignment rules, streamlining task management for the sales team., ]

[Reference: Microsoft Documentation - Configure Goal Metrics and Rollup Fields, Rollup Field - Actual (integer):, The Actual (integer) rollup field is suitable for counting the total number of completed outgoing calls. This setting ensures that each completed call is tallied accurately, providing a straightforward measure of the sales team's activity in terms of call volume., Using an integer type for the rollup field is appropriate for count-based metrics like this., Reference: Microsoft Documentation - Define Rollup Fields for Goals, Source Record Type Status - Completed:, The Completed status ensures that only calls marked as completed are counted towards the goal. This is crucial for measuring finished activities, as it excludes calls that may still be in progress or have other statuses., Setting the source record type status to Completed aligns with the requirement to measure only outgoing calls that have been fully executed., Reference: Microsoft Documentation - Goal Management with Status Filtering, By selecting Actual End as the date field, Actual (integer) for the rollup field, and Completed for the source record type status, you ensure that the goal measurement accurately reflects completed outgoing calls within the specified calendar year timeframe., , ]