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

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1. Create a trigger-based journey that triggers on changes to the contoso_clienttier field.

Since the "Welcome" email should be sent when an account first enters any client tier, a trigger-based journey is required. The trigger should activate when the contoso_clienttier field is updated with a value.

2. Select the frequency as a one-time journey where newly added members can start at any time.

A one-time journey with newly added members ensures that each new primary contact will enter the journey when their account first gets assigned a tier.

3. Add the journey steps.

After defining the journey type and trigger, the necessary email steps (sending the "Welcome" email) must be added before publishing.

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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.

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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).