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Microsoft Dynamics 365 Customer Experience
Analyst
, 1. Topic 1, Terra Flora
Background information
Terra Flora, Incorporated is a boutique pet hotel that has been in business for six (6)
months. The hotel guests include both dogs and cats.
The founder created the Dynamics 365 Sales Professional environment to grow their
network and pipeline. They started out using out-of-the-box capabilities only and
using the Sales Professional app only. Only one environment (production) is in use.
The pet hotel is gaining in popularity and the number of bookings is growing. The
founder has shifted their focus to customizing their environment to record the
information they need to delight their customers by tailoring the experience to their
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unique pets.
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Terra Flora has recently hired a part-time carer for the resident pets. The carer has
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been granted the Salesperson security role to allow them to record new leads and
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update customer information.
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You are a Dynamics 365 Customer Experience consultant who has been hired to
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assist Terra Nova with their customizations, resolve issues, and advise on best
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designs to meet their requirements.
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Overall configurations
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To better understand their four-legged customers, Terra Flora has created a custom
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Portable, which is user-owned and related 1 -n with the Contact table, which
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represents the pets' primary owner.
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The Per table has been added to the Sales Professional app sitemap. The table has
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the following columns, each created WITHOUT making any changes to the advanced
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options.
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A pet sub-grid has been added to the Contact main form, using the Active Pets view.
Additionally, Read, Write, and Update, Append, Append To, and Assign access to the
Pet table has been added to the Salesperson security role.