Dynamics 365 Customer Experience Analyst Free Sample Questions

A financial services firm is implementing Dynamics 365 Sales. The firm has a strict hierarchical structure. A Sales Manager needs access to all opportunity records owned by salespeople who report directly to them, as well as records owned by salespeople who report to their subordinates. The solution must not grant the manager broad organizational-level read access. The system administrator has configured Managerial Hierarchy security. However, managers report they can only see records of their direct reports, not the records of indirect reports. What is the most likely cause of this issue?

A consultant is configuring the product catalog for a manufacturing company that sells configurable industrial machinery. Each machine (a product) has several optional add-on components (also products). The company wants to present these machines and their optional add-ons as a single line item on a quote, but allow salespeople to modify the properties of the main machine, such as color or voltage, without changing the bundle structure. Which product catalog component should be used to meet this requirement?

A sales operations manager at a global corporation needs to create a sales forecast. The forecast must aggregate opportunity data based on a custom 'Business Line' option set field on the Opportunity entity, rather than by user or territory. The manager has navigated to the forecast configuration area. Which forecasting template should be selected to achieve this?

A marketing team is using Dynamics 365 Customer Insights - Journeys to send promotional emails. They have a legal requirement to manage consent at a granular level. A customer might opt-in for 'Monthly Newsletters' but opt-out of 'Product Promotions'. Both are sent from the same business email address. Which components must be configured to enforce this requirement? (Select TWO)

A system administrator is configuring a business rule on the Opportunity form. The rule is designed to show a 'Technical Review Required' field only when the 'Estimated Revenue' is greater than $100,000 AND the 'Product Category' is 'Custom Machinery'. The rule is activated, but users report the 'Technical Review Required' field is always visible, regardless of the values entered. What is the most likely misconfiguration in the business rule?

True or False: When predictive opportunity scoring is enabled, the model is trained exclusively on data from won and lost opportunities within the organization's own Dynamics 365 Sales instance.

A consultant is customizing the Sales accelerator workspace. The sales manager wants to segment the work list to prioritize leads from a specific marketing campaign and assign them automatically to the junior sales team. Which two features within the Sales accelerator configuration are required to achieve this? (Select TWO)

A project manager wants to embed a specific Power BI report showing project profitability into the main form of the Project custom entity in a model-driven app. The report should automatically filter to show data only for the project record being viewed. What is the most direct way to configure this context-sensitive filtering?

A company has configured document management to use SharePoint for storing documents related to Account records. A user who has read/write access to an Account record in Dynamics 365 reports that they cannot upload documents to the associated SharePoint folder. The user has confirmed they have appropriate SharePoint permissions. Which configuration is most likely causing this issue?

A Dynamics 365 administrator needs to create a rollup field on the Account table to calculate the 'Total Value of Won Opportunities'. The calculation must only include opportunities that were won in the current fiscal year. The fiscal year starts on July 1st. How should the administrator configure the rollup field's filter criteria to meet this requirement?