Microsoft MB-280 Exam Questions

Understanding the Statuscode and Statecode Columns:

In Dynamics 365 Sales, opportunities have two primary columns related to their status: statecode and statuscode.

The statecode defines the primary state of an opportunity (e.g., Open, Won, Lost).

The statuscode provides more granular reasons associated with each primary state. For example, within the 'Open' state, you can have various reasons such as 'In Progress,' 'On Hold,' etc.

Modifying Status Reasons for Open Opportunities:

The construction company wants to indicate when opportunities are delayed due to specific external factors. To accommodate this, they need specific status reasons like 'Pending Permits' and 'Asbestos Removal.'

By adding these as status reasons under the 'Open' state, you enable sales team members to select these options directly from their current status options.

Steps to Add New Status Reasons to Open Opportunities:

Navigate to Solution: Go to the Dynamics 365 Sales app, then to Settings > Customizations > Customize the System.

Locate the Opportunity Entity: In the default solution, find and expand the 'Entities' list, then select 'Opportunity.'

Edit Statuscode Values: Within the 'Opportunity' entity, select 'Fields,' then find and edit the statuscode field. Here, you can add new options under the 'Open' status. Add 'Pending Permits' and 'Asbestos Removal.'

Publish the Changes: After adding and saving the new status reasons, publish the changes so that they are available to users.

Verifying Custom Status Reason Visibility:

Ensure the new options are available on the Opportunity form for selection.

Test by opening an Opportunity and confirming that the 'Pending Permits' and 'Asbestos Removal' options are available under the Open status reasons.

By following these steps, the sales team can now use specific status reasons to indicate why certain opportunities are delayed, providing clearer visibility into the sales pipeline's status.

For users to pin views of Dynamics 365 Sales records in Microsoft Teams, Enhanced Microsoft Teams Integration must be enabled. This feature allows users to seamlessly work with Dynamics 365 records within Teams and ensures proper synchronization between the two platforms.

Adding Columns to the Active Onboard New Pet View (Option B):

To display the current active stage of the 'Onboard new pet' business process flow, you need to ensure that the Active Onboard new pet view includes relevant columns from the Pet table, specifically those tracking process flow stages.

Creating and Adding a New 'Onboarding Stage' Column (Option D):

Creating a column such as 'Onboarding stage' on the Pet table helps track the active stage of the onboarding process directly within the view. This allows users to see at a glance which stage each pet is in without navigating away from the main view.

Other Options:

Option A (Adding a page) refers to modifying the app's navigation, which doesn't directly impact the visibility of the business process flow stage.

Option C (All Onboard New Pet View) may not be as relevant if you only need to focus on active onboarding records rather than all records.

Reference from Microsoft Documentation:

For configuring views and columns in Dynamics 365, refer to Create and edit views.

Dynamics 365 Sales uses the Opportunity Sales Access Team template to provide access to the opportunity record to all the users connected under the Sales team connection role category. A salesperson who might not have access to a given opportunity record by their assigned security role privileges can still get access when added as a sales team member from this subgrid. This allows the sales team member users to access and work with the opportunity record in Dynamics 365 on a per-record basis. Similarly, when an existing sales team member is deleted from the subgrid, the access to the opportunity record granted via the access team template is also removed.

Note: Use access teams and owner teams to collaborate and share information

When to use access teams

The teams are dynamically formed and dissolved. This typically happens if the clear criteria for defining the teams, such as established territory, product, or volume aren't provided.

The team members require different access rights on the records. You can share a record with several access teams, each team providing different access rights on the record. For example, one team is granted the Read access right on the account and another team, the Read, Write and Share access rights on the same account.

A unique set of users requires access to a single record without having an ownership of the record.

https://learn.microsoft.com/en-us/dynamics365/sales/stakeholders-sales-team-members

https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/use-access-teams-owner-teams-collaborate-share-information

The timeline control in Dynamics 365 allows users to view and interact with activities, notes, and posts associated with a record. To meet Terra Flora's requirements for displaying specific activities, you need to customize the timeline to show only certain activity types.

Removing All Other Activity Types Except Task, Email, and Phone Call (Option B):

According to Terra Flora's requirements, only Tasks, Emails, and Phone Calls should appear in the timeline for Pet records. Therefore, removing all other activity types ensures that only the relevant activities are shown. This customization is achieved in the timeline settings by unchecking unnecessary activity types.

Unchecking the Posts Option (Option C):

Since Terra Flora specified that posts should not appear on the timeline, you should uncheck the Posts option under the Record types settings in the timeline configuration. This action removes posts from the view, aligning with Terra Flora's requirement to exclude posts from the Pet records timeline.

Other Options Explanation:

Unchecking Notes (Option A) would prevent users from adding or viewing notes, which Terra Flora requires.

Unchecking the Activities Option (Option D) would disable all activities on the timeline, which does not meet Terra Flora's needs as they require Task, Email, and Phone Call activities.

Option E deals with the display format of notes but does not restrict their visibility, which does not align with the requirement to exclude posts specifically.

Reference from Microsoft Documentation:

For configuring and customizing the timeline control, refer to Customize a timeline control in Dynamics 365 documentation for detailed steps on modifying timeline settings and activity visibility.