Ace Your MB-280 Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate Exam

* 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.

A screenshot of a computer Description automatically generated

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.