Microsoft Dynamics 365 Customer Experience Analyst Practice Tests and PDFs

The configurations in the Salesperson security role will determine the access and visibility the carer has to the "Corgi meet-up" business process flow. The carer should be able to view and interact with specific business process flows on the Pet records based on the permissions configured by the founder. Business Process Flow Access Configuration: The image shows that the "Salesperson" security role has the "Create," "Read," "Write," "Delete," "Append," and "Append To" permissions set for the "Corgi meet-up" process. The green circle indicates permissions at the Organization level, meaning the carer can access all records associated with the "Corgi meet-up" business process flow across the entire organization. Visibility of Business Process Flows on Pet Records: Since the carer has these permissions at the Organization level, they will be able to see all business process flows related to pet records that have been set up by the founder. In this case, the answer provided in the image indicates that the carer will be able to see business process flows that were created by both the founder and new flows initiated by the carer themselves on the Pet records. Switch Process Dialog Visibility: The switch process dialog will allow the carer to select from multiple business process flows that are applicable to a given record. According to the selection options provided, if both the "Corgi meet-up" and the "Onboard new pet" flows are available, and they are configured to be accessible by the Salesperson role, the carer should be able to see both flows when using the switch process dialog. This aligns with the provided answer choices, which indicate that both flows are visible when switching. Reference from Microsoft Documentation: Microsoft’s official documentation on configuring Security Roles in Dynamics 365 provides detailed guidance on setting permissions for different entities and processes. More information can be found in the Dynamics 365 security model documentation: Manage security, users, and teams For Business Process Flow configurations, including permissions and visibility settings, refer to the guide on Create a business process flow in Dynamics 365. This setup ensures that the carer has the appropriate level of access to perform their duties, specifically in handling pet records and business processes like the "Corgi meet-up." If you have further questions or need more details on this configuration, feel free to ask!

To enable comprehensive search capabilities for administrators to find all records referencing specific terms (such as “Corgis”), it is essential to ensure that all relevant tables are indexed. In Dynamics 365, configuring search functionality for specific tables involves setting up the tables to be searchable, which can be done by indexing them within the solution. Indexing relevant tables makes them accessible in the search feature and ensures all fields within those tables can be searched, allowing for quick retrieval of records that reference specific terms. System settings (Option A) is limited to selecting up to 10 tables and is more about quick search rather than full indexing. The sync to external search index setting (Option C) is for integration with external search tools and does not directly impact internal search capabilities. Adding columns to the Lookup view (Option D) affects how lookups work but does not influence full-text search results. Reference from Microsoft Documentation: For configuring search indexing, refer to Configure relevance search in Dynamics 365 for more information on indexing tables to enhance search capabilities.

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.

To identify duplicate records, you need to configure both duplicate detection rules and duplicate detection jobs. Since Terra Flora requires identifying duplicate pet records across various fields, creating three duplicate detection rules is likely necessary to cover different columns (such as name, breed, and dietary requirements) in the Pet table. One duplicate detection job is sufficient to run these rules concurrently, scanning the database for duplicates across the specified columns. This job can be scheduled or run manually. Option B is correct as it ensures comprehensive coverage with three rules addressing various fields and one job to manage the duplicate detection process. Reference from Microsoft Documentation: For guidance on setting up duplicate detection jobs and rules, refer to Detect duplicate records in Dynamics 365.

Enable Auditing on Columns (Options A and D): Enabling auditing on specific columns like Dietary requirements and Email address ensures that any changes to these fields are tracked. This meets Terra Flora's requirement to log changes to these fields along with details of who made the changes and the timestamp. Enable Auditing on Pet and Contact Tables (Options B and C): By enabling auditing at the table level for Pet and Contact, you ensure that any updates to these tables, including changes to all associated columns, are recorded. This broad setting ensures full coverage of auditing for both tables. Enable Audit User Access (Option F): This option is recommended to track when users access certain data, which can help with compliance and monitoring user interactions with sensitive data. Option E (Start Read Auditing): Read auditing tracks when records are read. If compliance requires monitoring every time a record is accessed, enabling this could be necessary; however, the primary focus is on modifications rather than access alone. Reference from Microsoft Documentation: For setting up auditing, see Auditing overview for Dynamics 365.