- (Exam Topic 3)
On a Contact record, a user creates a Note record that contains the word running.
One week later, the user reports that they cannot find the Contact record associated with the Note record. You need to find the Note record.
Solution: Use Categorized Search to search for the word run. Does the solution meet the goal?
Correct Answer:
B
Instead use Relevance Search.
Note: Relevance Search finds matches to any word in the search term in any field in the entity. Matches may include inflectional words, like "stream," "streaming," or "streamed."
Reference:
https://docs.microsoft.com/en-us/power-platform/admin/configure-relevance-search-organization#what-is-releva
- (Exam Topic 3)
You are a Dynamics 365 Customer Service system administrator. You create an app for the sales team. Members of the sales team cannot access the app.
You need to ensure that sales team members can access the app. Where should you configure app permissions?
Correct Answer:
B
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/manage-access-apps-security-r Manage access to apps by using security roles.
You can choose what users see and access from the My Apps page or the Customer Engagement home page by giving app access to specific security roles. Users will have access to apps based on the security roles they're assigned to.
* 1. Go to Settings > My Apps.
* 2. In the lower-right corner of the app tile you want to manage access for, select More options (...), and then select Manage Roles.
* 3. Enter the following in the Manage Roles dialog box:
a) App URL Suffix
b) Roles
c) Select Save.
* 4. Refresh the My Apps page.
* 5. Go to the Apps Being Edited view, and publish the app again. Reference:
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/manage-access-app
- (Exam Topic 3)
You are developing a canvas app.
You need to apply business rules to the app without writing code.
Which three actions can you use? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
Correct Answer:
ACD
The following actions are not available on Canvas apps: 
Show or hide columns Enable or disable columns Create business recommendations based on business intelligence Reference:
https://docs.microsoft.com/en-us/powerapps/maker/data-platform/data-platform-create-business-rule
- (Exam Topic 3)
You are a Dynamics 365 Customer Service administrator.
A user must be able to view system posts and activities in a dashboard. You need to create the dashboard for the user.
Which components should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Solution:
Graphical user interface, text, application Description automatically generated
Box 1: Timeline
The timeline helps agents see all customer interaction history across channels, personnel, and the support lifecycle. The timeline is used across Dynamics 365 applications to capture activities like notes, appointments, emails, tasks, and more, to ensure that all interactions with the customer are tracked and visible over time. Agents use the timeline to quickly catch up on all of the latest activity details with the customer to provide the most personalized support experience.
Box 2: Lists Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-timeline-adm
Does this meet the goal?
Correct Answer:
A
- (Exam Topic 3)
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You are creating Power Virtual Agents chatbot that captures demographic information about customers. The chatbot must determine the group a customer belongs to based on their age. The age groups are:
0 - 17
18 - 25 26 - 35 36 - 55 55 - 100
You need to configure the chatbot to ask a question that can be used to determine the correct age group. Solution: Use Date and time for Identify in the question and then add branches that use conditional logic to
determine the age group.
Does this meet the goal?
Correct Answer:
B
