MB-280 sample questions

Question 1

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?

Accepted Answer

The depth setting for the hierarchy security model is configured to a value of 1.

Answer

The Sales Manager's security role is missing the 'Read' privilege for the Opportunity entity at the 'Parent: Child Business Units' level.

Answer

The 'Manager' lookup field on the User records for the subordinate managers has not been populated.

Answer

The users are not in the same business unit, and hierarchy security does not apply across different business units.

Question 2

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?

Accepted Answer

A product family with inherited properties.

Answer

A product bundle with flexible pricing.

Answer

A price list with multiple currency options.

Answer

A discount list applied to individual products.

Question 3

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?

Accepted Answer

Custom forecast

Answer

Org chart forecast

Answer

Territory forecast

Answer

Product forecast

Question 4

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)

Accepted Answer

A Compliance Profile with Topics

Accepted Answer

A Preference Center page

Answer

Multiple Marketing Segments

Answer

Multiple Customer Journeys

Answer

A custom security role for marketing users

Question 5

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?

Accepted Answer

The 'else' condition of the business rule is missing an action to hide the field.

Answer

The business rule's scope is set to 'Entity' instead of 'All Forms'.

Answer

JavaScript on the form's OnLoad event is overriding the business rule.

Answer

The 'Technical Review Required' field has 'Visible by default' checked in the form editor.

Question 6

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.

Accepted Answer

True

Answer

False

Question 7

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)

Accepted Answer

A segment

Accepted Answer

An assignment rule

Answer

A sequence

Answer

A predictive score

Question 8

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?

Accepted Answer

By embedding a Power BI report directly onto the form and configuring the JSON filter string in the control's properties to use the record's unique identifier.

Answer

By creating a Power BI dashboard and embedding it, then relying on the user to select the correct project from a slicer.

Answer

By creating a Power BI tile and passing the project ID as a URL parameter in the tile's configuration.

Answer

By enabling the 'Power BI visualization' setting in the system settings and adding a Power BI report to a dashboard.

Question 9

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?

Accepted Answer

The user's security role in Dynamics 365 is missing privileges for the 'SharePoint Document Location' entity.

Answer

The SharePoint Site record in Dynamics 365 has not been validated.

Answer

The folder structure in SharePoint is not based on the Account entity.

Answer

The Document Management Settings have not been enabled for the Account entity.

Question 10

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?

Accepted Answer

Filter on 'Actual Close Date' using the 'This Fiscal Year' operator and set the 'Fiscal Year Start Date' in system settings to July 1st.

Answer

Create two filter clauses: 'Actual Close Date' is on or after July 1st of this year, and 'Actual Close Date' is on or before June 30th of next year.

Answer

Create a new 'Fiscal Year' text field on the Opportunity and filter the rollup based on the current year's value.

Answer

Use a Power Automate flow to calculate the value and update a currency field on the Account, as rollup fields do not support fiscal year filters.

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Free MB-280 sample questions

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.

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