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

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Renaming the Omitted Column to Cancelled:

To rename a column in the forecast layout, such as changing Omitted to Cancelled, you should go to Layout column settings. This setting allows you to customize how columns appear in the forecast view, including renaming columns to better match your business terminology.

Renaming within Layout column settings will directly change how this column is labeled in the user interface for clarity and consistency with business terms.

Create an owner team

1. Make sure that you have the System Administrator, Sales Manager, Vice President of Sales, Vice President of Marketing, or CEO-Business Manager security role or equivalent permissions.

2. Go to Settings > Security. In Microsoft Dynamics 365 for Outlook, go to Settings > System > Security.

3. Select Teams.

3. On the Actions toolbar, select New button.

5. Enter a team name.

6. Select a business unit. [Only for Dynamics 365 Sales Enterprise].

7. Enter an administrator.

8. Select Owner in Team Type.

9. Complete other required fields, and then select Save.

If you don’t select the business unit to which the team will belong, by default, the root business unit is selected. The root business unit is the first business unit created for an organization. [Only for Dynamics 365 Sales Enterprise]

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Date Field - Actual End:

The Actual End date field is typically used to mark when an activity, such as an outgoing call, is completed. Since the sales manager wants to measure completed outgoing calls, using Actual End ensures that only calls finished within the fiscal year are included in the goal measurement.

This setting will align with the requirement to track activities finished within a specific time frame (January - December).