QUESTION 102
You need to implement a solution for importing core system data.
Which two tools should you use? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
Explanation/Reference:
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/user-interface/data-validation-workspace
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/data-task-automation Manage Finance and Operations Data Testlet 4 This is a case study. Case studies are not timed separately. You can use as much exam time as you would like to complete each case. However, there may be additional case studies and sections on this exam. You must manage your time to ensure that you are able to complete all questions included on this exam in the time provided.
To answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study. Each question is independent of the other questions in this case study.
At the end of this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section.
To start the case study
To display the first question in this case study, click the Next button. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment, and problem statements. If the case study has an All Information tab, note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer a question, click the Question button to return to the question.
Background
Current environment
Adventure Works Cycles is a high-end bicycle manufacturer in North America founded in 2010. The company has standard bicycles available year round in addition to limited-edition bicycle models released domestically several times per year to boutique retailers.
The limited-edition bicycles are the most successful. They have high margins, are in high demand, and have a fervent following with the younger bicycle community that wants to make a social statement. Most consumers become aware of the other Adventure Works Cycles bicycles through these limited editions.
Adventure Works Cycles wants to triple its manufacturing capabilities and expand to countries/regions in South America, Western Europe, and United Arab Emirates (UAE) over the next few years.
General
To facilitate these expansions, Adventure Works Cycles has decided to invest in Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and the Power Platform products to digitally innovate from a custom-built enterprise resource plan (ERP), and Microsoft Excel worksheets.
* Adventure Works Cycles sells only to North America and Canada but still cannot keep up with current demand. Over time, market expansion will be the only way to remain profitable.
* Expansion has been limited in the past due to legal requirements and regulations around document formatting and the lack of a developer.
* Adventure Work Cycles has no capabilities or budget to undertake any development past the Excel formula-level tasks.
* There are no formal change management procedures.
Sales
There are three distinct sales teams:
* An internal sales team (B2B)
– Sells to retailers.
– Submits orders via EDI, email, or call-in.
* A street sales team (B2C)
– Sells directly to high profile or social media influencer consumers.
– Provides customers with discounts or has marketing arrangements in exchange for driving sales to retailer-direct sales channels
– Submits orders by using email or call-in because pricing and terms must be negotiated.
* An Adventure Works Cycles administrative sales team
– Has same responsibilities and activities as the internal sales team.
– Coordinates the management activities of the B2B and B2C teams.
Products
* Before new bike models are unveiled through social media, it can be difficult for the street team representatives to show customers and retailers the new products with the most up-to-date information because the product is still being manufactured.
* Often the data and images for the products are out of date.
* The internal sales team uses the Dynamics 365 Supply Chain Management product from to show this information to customers.
* For questions about bike-specific warranties and service level agreements, consumers can contact Adventure Works Cycles directly through the active Adventure Works Cycles social media pages. The company expansion will put a strain on the manual interactions of answering questions.
* Information and attributes change often.
International compliance
Sales are currently restricted to the US only.
Requirements
General
No coding is in scope for the project.
* Change management operations need to be implemented.
* A One Version strategy needs to be implemented.
* The most critical business processes must never break when the software updates to the newest version.
* No third-party testing tools will be used. Adventure Works Cycles wants to use everything in the Microsoft stack if there is an option available.
* Because the company is at capacity with the overwhelming demand, the testing process must be done without users running through the processes every time the software updates.
* With the different bike configurations, Adventure Works Cycles would like to use a single business process but test against 10 different data configurations to streamline errors against data variations in the manufacturing process.
Data administrator
* A single person, the Adventure Works Cycle data administrator, will be tasked with owning all reporting and data tasks.
* This one person will need to intimately know all entities and fields, in addition to any changes in the new versions of the software.
* Adventure Work Cycles users will inquire with the data administrator about certain data they need to view.
The data administrator needs to quickly search data entities by field names and advise users on how to extract data into their own Excel templates for ad hoc reporting and data management tasks.
Data migration
* The data cleansing and loading into Dynamics 365 will be done by the Adventure Works Cycles data administrator.
* With the many changes for the products and data, imports for the data loads must be repeatable and consistent.
* The different data loading components will all be done at one time.
* After the import order and cadence is done correctly in a test environment, that same process must be reliably replicable for the golden configuration, in addition to any environment refreshes going forward.
* Any errors on the data loading must identify the issue for the person to address and fix for future loads.
Sales
* The sales street team must be able to view and edit (only product descriptions) near real-time information form the Dynamics 365 system about products on their personal mobile phones.
* No street team representatives will have access to the Dynamics 365 Supply Chain Management application, but they must be able to enter orders and update customer information into the system without Adventure Works Cycles assistance.
* The Adventure Works Cycles internal sales support team must be able to see all street team sales orders entered to provide support, but the internal team should not see any information around the commissions configured on the orders.
* The sales support team must be able to see all orders and fields for the different sales teams. No other security differences from a Dynamics perspective are needed.
Products
* Warranty and Service Level Agreements stored in Dynamics 365 for the different products must not be exposed directly to sales representatives.
* The representatives must be able to pose questions from customers and retailers and get answers back almost immediately.
* Any opportunity to extend this type of product inquiry and support mechanism to customers and retailers must be evaluated.
* The data for all of the product information must be easily extractable back into Excel.
International compliance
* Payments and invoices inbound and outbound must be converted or translated to the correct localized format
* Regardless of regulatory compliance, the customer-facing business documents must have a unique template for each country that can be designed within Microsoft Office applications. These documents must be embedded in Dynamics 365 forms for data export and configurable by non-developers.
QUESTION 104
You need to implement a solution for importing core system data.
Which two tools should you use? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
Section: [none]
Explanation/Reference:
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/user-interface/data-validation-workspace
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/data-task-automation Testlet 4 This is a case study. Case studies are not timed separately. You can use as much exam time as you would like to complete each case. However, there may be additional case studies and sections on this exam.
You must manage your time to ensure that you are able to complete all questions included on this exam in the time provided.
To answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study. Each question is independent of the other questions in this case study.
At the end of this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section.
To start the case study
To display the first question in this case study, click the Next button. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment, and problem statements. If the case study has an All Information tab, note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer a question, click the Question button to return to the question.
Background
Current environment
Adventure Works Cycles is a high-end bicycle manufacturer in North America founded in 2010. The company has standard bicycles available year round in addition to limited-edition bicycle models released domestically several times per year to boutique retailers.
The limited-edition bicycles are the most successful. They have high margins, are in high demand, and have a fervent following with the younger bicycle community that wants to make a social statement. Most consumers become aware of the other Adventure Works Cycles bicycles through these limited editions.
Adventure Works Cycles wants to triple its manufacturing capabilities and expand to countries/regions in South America, Western Europe, and United Arab Emirates (UAE) over the next few years.
General
To facilitate these expansions, Adventure Works Cycles has decided to invest in Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and the Power Platform products to digitally innovate from a custom-built enterprise resource plan (ERP), and Microsoft Excel worksheets.
* Adventure Works Cycles sells only to North America and Canada but still cannot keep up with current demand. Over time, market expansion will be the only way to remain profitable.
* Expansion has been limited in the past due to legal requirements and regulations around document formatting and the lack of a developer.
* Adventure Work Cycles has no capabilities or budget to undertake any development past the Excel formula- level tasks.
* There are no formal change management procedures.
Sales
There are three distinct sales teams:
* An internal sales team (B2B)
– Sells to retailers.
– Submits orders via EDI, email, or call-in.
* A street sales team (B2C)
– Sells directly to high profile or social media influencer consumers.
– Provides customers with discounts or has marketing arrangements in exchange for driving sales to retailer-direct sales channels
– Submits orders by using email or call-in because pricing and terms must be negotiated.
* An Adventure Works Cycles administrative sales team
– Has same responsibilities and activities as the internal sales team.
– Coordinates the management activities of the B2B and B2C teams.
Products
* Before new bike models are unveiled through social media, it can be difficult for the street team representatives to show customers and retailers the new products with the most up-to-date information because the product is still being manufactured.
* Often the data and images for the products are out of date.
* The internal sales team uses the Dynamics 365 Supply Chain Management product from to show this information to customers.
* For questions about bike-specific warranties and service level agreements, consumers can contact Adventure Works Cycles directly through the active Adventure Works Cycles social media pages. The company expansion will put a strain on the manual interactions of answering questions.
* Information and attributes change often.
International compliance
Sales are currently restricted to the US only.
Requirements
General
No coding is in scope for the project.
* Change management operations need to be implemented.
* A One Version strategy needs to be implemented.
* The most critical business processes must never break when the software updates to the newest version.
* No third-party testing tools will be used. Adventure Works Cycles wants to use everything in the Microsoft stack if there is an option available.
* Because the company is at capacity with the overwhelming demand, the testing process must be done without users running through the processes every time the software updates.
* With the different bike configurations, Adventure Works Cycles would like to use a single business process but test against 10 different data configurations to streamline errors against data variations in the manufacturing process.
Data administrator
* A single person, the Adventure Works Cycle data administrator, will be tasked with owning all reporting and data tasks.
* This one person will need to intimately know all entities and fields, in addition to any changes in the new versions of the software.
* Adventure Work Cycles users will inquire with the data administrator about certain data they need to view.
The data administrator needs to quickly search data entities by field names and advise users on how to extract data into their own Excel templates for ad hoc reporting and data management tasks.
Data migration
* The data cleansing and loading into Dynamics 365 will be done by the Adventure Works Cycles data administrator.
* With the many changes for the products and data, imports for the data loads must be repeatable and consistent.
* The different data loading components will all be done at one time.
* After the import order and cadence is done correctly in a test environment, that same process must be reliably replicable for the golden configuration, in addition to any environment refreshes going forward.
* Any errors on the data loading must identify the issue for the person to address and fix for future loads.
Sales
* The sales street team must be able to view and edit (only product descriptions) near real-time information form the Dynamics 365 system about products on their personal mobile phones.
* No street team representatives will have access to the Dynamics 365 Supply Chain Management application, but they must be able to enter orders and update customer information into the system without Adventure Works Cycles assistance.
* The Adventure Works Cycles internal sales support team must be able to see all street team sales orders entered to provide support, but the internal team should not see any information around the commissions configured on the orders.
* The sales support team must be able to see all orders and fields for the different sales teams. No other security differences from a Dynamics perspective are needed.
Products
* Warranty and Service Level Agreements stored in Dynamics 365 for the different products must not be exposed directly to sales representatives.
* The representatives must be able to pose questions from customers and retailers and get answers back almost immediately.
* Any opportunity to extend this type of product inquiry and support mechanism to customers and retailers must be evaluated.
* The data for all of the product information must be easily extractable back into Excel.
International compliance
* Payments and invoices inbound and outbound must be converted or translated to the correct localized format
* Regardless of regulatory compliance, the customer-facing business documents must have a unique template for each country that can be designed within Microsoft Office applications. These documents must be embedded in Dynamics 365 forms for data export and configurable by non-developers.
QUESTION 105
You are a functional consultant for Contoso Entertainment System USA (USMF).
You need to export a list of all the contacts of USMF to an XLS file. The file must be saved to the Downloads folder.
To complete this task, sign in to the Dynamics 365 portal.
See explanation below.
* Navigate to System Administration > Workspaces > Data management.
* Click the Framework parameters tile.
* In the Shared working directory field, enter C:\users\public\documents\ then click Validate.
* Click the Export tile.
* In the Name field, enter a name for the export job.
* In the Entity Name field, select the Contact entity.
* Click on Add entity.
* In the Target data format field, select EXCEL.
* Set the Skip staging option to No.
* Click the Add button.
* Click Export to begin the export.
* Click on Download package.
* Select the Downloads folder as the location to save the downloaded file.
QUESTION 108
Your company has Dynamics 365 Finance system.
You are documenting the steps required to add a new customer to the system by using the Task Recorder utility. You want to add a credit check step that will be performed by a third-party app.
You want the credit check step to be part of the documentation.
How should you add the credit check step?
Reference:
https://blogs.msdn.microsoft.com/axsa/2018/06/05/how-to-use-environment-monitoring-view-raw-logs/
QUESTION 109
DRAG DROP
You need to identify potential issues with the security roles and new processes.
Which tools should you use? To answer, drag the appropriate tools to the correct requirements. Each tool may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Select and Place:
Section: [none]
Explanation/Reference:
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/tasks/identify-resolve-conflicts- segregation-duties
https://global.hitachi-solutions.com/blog/create-custom-security-roles-dynamics-365
QUESTION 110
SIMULATION
You are a functional consultant for Contoso Entertainment System USA (USMF).
You need to assign the Purchasing agent security role to Wayne Samuel Jorden for USMF only.
To complete this task, sign in to the Dynamics 365 portal.
See explanation below.
Section: [none]
Explanation:
1. Navigate to System administration > Security > Assign users to roles
2. Select the Purchasing Agent role.
3. Click the Manually assign / exclude users button
4. Select the Wayne Samuel Jorden user account and click the Assign to role button.
5. Click the Assign organizations button
6. Select the Grant access to specific organizations option
7. Select the USMF legal entity and click the Grant button.
Reference:
https://www.dynamics-tips.com/system-administration/security-roles
QUESTION 111
You set up a new instance of Dynamics 365 for Finance and Operations.
The IT department needs to track requisitions for new equipment by using unique identifiers. Due to regulatory requirements, the unique identifiers must not have missing values. Everyone in the organization will make requisitions using the unique identifiers.
You need to establish unique identifiers.
What application features should you use? To answer, select the application feature to match the parameter in the answer area.
NOTE: Each correct selection is worth one point.
Explanation
Reference:
https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/organization-administration/numb
QUESTION 112
You need to configure the system for account representatives.
Which two actions should you perform? Each correct answer presents a partial solution.
NOTE: Each correct selection is worth one point.
Topic 1, Relecloud Case
Background
Relecloud is a cloud point of sale (POS) software company specializing in direct to consumer food stands.
They have multiple business units using their new Dynamics 365 Finance and Operations implementation including customer-facing representatives for account management, technical support, customer service, and finance. There are two legal entities, one for operations and one for financials. Customers pay for the Relecloud POS software monthly and everything is deployed in the cloud. The Dynamics instance URL is
https//relecloud prod operations.dynamics.com.
Munson’s Pickles and Preserves Farm is a company that uses Relecoud’s cloud POS software to sell their produce in farmers markets. Munson’s was one of Relecloud’s first customers, and Relecloud stocks their employee lunchroom with Munson’s products. Munson’s has also been subcontracting their employees to Relecloud to help functionally build a best-in-breed solution. Munson’s employees assume multiple organizational positions. Each employee has only a single email address by which people can contact them.
Current environment: System and IT
* Dynamics 365 for Finance and Operations was recently updated.
* All recurring batch jobs in the system were removed and recreated.
* The alert notification batch processing was recently changed from every 10 minutes to once every two hours.
* Real-time reporting of the information is not needed.
Current environment: Customer Service
* Customer credit requests are entered through the customer service team.
* All requests must contain a date, time, reason for request, and customer service notes on initial recommendations for credit action.
* Customers have multiple points of contact who can enter support tickets to the Relecoud portal.
* Tickets are automatically generated in the support team’s third-party system when they are created by support technicians.
* The Dynamics 365 email client mail is used to correspond with customers.
Current environment: Technical Support/IT
* The technical support team gets involved when technical issues arise with the Relecloud software.
Service tickets are entered and get escalated to the team, depending on the issue.
* Microsoft Flow is used for automating different workstreams.
* Workflows are not configured for the technical support request flows in Dynamics 365 Finance and Operations.
* Management and history of technical support tickets are handled in a third-party issue management solution.
* The technical service team manages issues related to the Relecloud POS as well as the Dynamics 365 application.
Current environment: Account Representatives
* Each customer is assigned a single account representative.
* Account representatives use multiple devices.
* Only account representatives have the ability to approve credits.
* All email to customers come through their own Outlook instance.
Current environment: Finance
* Customers do not have invoice accounts.
* Only finance resources have the ability to enter credits.
* Credits can be entered by any of the four finance resources assigned the Credits and Refunds security role.
* If the request has not been updated in four days, the request is escalated to the Controller. The account representative must be alerted when this occurs.
Requirements: Technical support/IT
* Support technicians must use Microsoft’s existing knowledge base to resolve open issues.
* If an issue exists, support technicians must report the status of the issue on a weekly basis.
* If there is no existing support request, support technicians must create one for Microsoft evaluation.
* All software must be installed centrally when possible.
* The Dynamics 365 Finance and Operations production environment must have an update cadence of every second Saturday from 4-7 A.M. EST.
* Updates must be tested in separate environment.
Requirements: Account representatives
* Account representatives must be able to see only the relevant customer fields and records automatically from their dashboard.
* Account representatives must be able to export the list of customers to Microsoft Excel.
* Account representatives must be able to navigate to the customer master record for any editing or record entry tasks.
* The forms must be relevant based on each account representative’s needs.
* Account representatives need a centralized location to see multiple data components.
* Account representatives require an offline list of their current customers in Excel with only the fields they need.
* The IT Director must reassign all instances of an account representative’s customer contacts if the representative leaves the company.
* An alert must be sent automatically to an account representative when a credit is issued or any data is changed on a customer’s record.
Requirements: Financials
* Any refund must be printed as a physical check.
* All printers must be exclusive to the financial legal entity.
Issues
* Typing ‘pickle’ in the search box yields no returned results for the account representative.
* After the latest update, an account representative reports that he is no longer receiving alert notifications when a customer’s contact is changed.
* An account representative has recently resigned.
