A company has a website that contains a form named Contact Us. Data from completed forms is saved to a shared document. An office administrator periodically reviews the document. The office administrator sends new submissions to another employee who creates contacts or updates existing contacts.
You need to recommend a solution to automate the process.
What should you recommend?
To automate the process of handling new submissions from a 'Contact Us' form, transferring the data from a shared document, and creating or updating contact information, the most straightforward and cost-effective solution is to use the Excel Online Connector with Power Automate. This approach allows for the automation of importing data from a shared Excel document and updating contacts efficiently without manual input. Additionally, Power Automate can be configured to trigger actions such as sending emails or creating records based on the data in the shared Excel document.
Dynamics 365 Marketing: Marketing Forms could automate this, why use excel in the first place when you can embed a form on the website.
Requirement says "new submissionS" to "create contactS" and also the data are already in a shared document. In order to create or update contactS (multiple records) efficiently, copy and paste the data to Excel Online would be the fastest. If we use the Marketing form, the contact recordS will have to be input one-by-one, which I wouldn't prefer as a solution when dealing with multiple records most of the cases. So answer shall be A: Excel Online
Damn, don't tell me this is a good business process? Working on a shared Excel... really?
D The question asks to present a solution, not replicate the existing manual process. Create, view, and manage marketing forms "Update contacts/leads: Choose which types of records can be created or updated in response to a form submission. Usually you should leave this set to Contacts and leads" https://docs.microsoft.com/en-us/dynamics365/marketing/marketing-forms
You are right, but as stated in the link above: "On September 1, 2023, Dynamics 365 Marketing and Dynamics 365 Customer Insights began to be sold together under a single product SKU called Dynamics 365 Customer Insights." So, now, the ritgh answer should be "Dynamics 365 Customer Insights" ;-)
Marketing module was renamed as Customer Insight
No longer we have Marketing module, Customer Insights Journey
Customer Insights allows you to embed a form to capture contact data and generate or update leads or contacts.
Dynamics Marketing was rename Customer Insights - Journeys. I know because I thought that Marketing disappeared one morning. No, it was just renamed. Marketing aka Customer Insights allows you to do marketing form that you can embed in your web page with an Iframe.
The question (like most in these exams) is missing some details that you'd want in order to make the correct recommendation here. So without those details, I'd go with the simplest/cheapest option and use Power Automate with the Excel Connector.
you could do it with customer insights or marketing, but they are expensive solutions to licence when the Excel connector will do it (with power automate). My guess is they want to use customer insights, but I would 100% use excel connector and power automate.
Actually Excel isn't a solution, its only part of 1.
Agree with Answer A. Being solution Architecture, It is always your responsibility to check cost effective & Realistic solution. Just to add data of contacts where no other functionality is mentioned, I believe Excel connector can handle scenario.
D is correct answer
I am not an expert and I am just studying but I would go with A: it says we need to automate the process, not to replace it.
Dynamics 365 Customer Service is designed to manage and automate customer interactions and processes. It can be used to automatically capture data from the "Contact Us" form, create new contacts, or update existing ones based on the submissions. It provides tools for case management, which can help in organizing and managing customer inquiries efficiently. Automation features within Dynamics 365 Customer Service can streamline the workflow, reducing manual intervention and improving accuracy and efficiency. Therefore, Dynamics 365 Customer Service would be the most appropriate recommendation for automating the process described.
queste comande sono da aggiornare. Dynamics 365 Marketing è Customer Insight
Vote D
Vote D
UPS!!! Remember guys the application was renamed Dynamics Marketing to Customer Insights - Journeys, but yes the answers should be Dynamics 365 Customer Service
Marketing seems to be correct.
But it is renamed as Customer Insight
This is such a bad question. If you go with Customer Insights, sure it would work but the data is being loaded to the CI environment and not necessarily the environment they are referring to. If you go with the Excel Online Connector, they never said in the question what type of document they are referring to, could be word, PDF or anything really. But for argument sake let's assume Excel, You could use the connector to fetch the records and a series of actions to handle the upsert. Then there is the marketing option, sure you could map the online fields from their site directly to the DB, but the question make no mention of the use of a Dataverse. For this one I am going to have to go with Excel Online Connector since this is the online option that allows me to fetch and post the data just about anywhere where an API is available.