MB-300 : Microsoft Dynamics 365 Core Finance and Operations : Part 01

MB-300 : Microsoft Dynamics 365 Core Finance and Operations : Part 01

1. HOTSPOT

   You want to enhance usability in the Dynamics 365 Finance deployment for your organization.

   Your environment has been configured using default components. You set up filters on the channel deployment workspace.

   You need to use the correct UI filter.

   Which UI filter should you use? To answer, select the appropriate options in the answer area.

   NOTE: Each correct selection is worth one point.

   

   

2. HOTSPOT

   You are tasked with setting up Case management in the Dynamics 365 Finance deployment for your organization.

   Your organization must use cases to track defect and enhancement reports for products, so that engineers can improve products over time. Only appropriate employees within the organization should have access to cases and related information.

   – Call enter employees create thousands of service cases and ensure that the proper resources are allocated for each service.
   – Service department employees fix cases created by the call center and create cases for defects and enhancement suggestion when they identify them.
   – Engineers review the cases from the service department while planning and designing the next version.

   You need to configure the tool to enable tracking of service cases and product defects and enhancements.

   Which Case management settings should you choose for each category or categories? To answer, select the appropriate options in the answer area.

   NOTE: Each correct selection is worth one point.

   

   

3. DRAG DROP

   An organization implements Dynamics 365 Finance.

   You need to determine where work items originate.

   From which module do the following work items originate? To answer, drag the appropriate modules to the correct work items. Each module 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.

   

   

4. HOTSPOT

   You are tasked with enhancing usability in the Dynamics 365 Finance deployment for an organization.

   The organization is evaluating different approaches, including using workspaces.

   You need to identify the goals of using workspaces.

   Which goals should you identify? To answer, select the appropriate options in the answer area.

   NOTE: Each correct selection is worth one point.

   

   

5. A company plans to implement the case management feature of Dynamics 365 Finance.

   You need to describe the scenarios in which you should use the case management tool.

   Which three scenarios should be used? Each correct answer presents a complete solution.

   NOTE: Each correct selection is worth one point.

   • Since case activities can be assigned to different people, a case can use workflow.
   • Although the sales module already has return-order functionality, case management is still used for customer returns and claims.
   • Knowledge articles used by case management are associated with specific functional modules.
   • A human resources generalist can use the case management tool to track employee interactions, even though the department stores confidential information about employees.
   • A case can be used to track both external and internal issues.

6. HOTSPOT

   You are a Dynamics 365 Finance system administrator.

   Account managers need to use workspaces to monitor key pieces of data for customers and to navigate to forms for further actions.

   You need to include workspace elements to achieve these needs.

   Which design element should you use? To answer, select the appropriate configuration in the answer area.

   NOTE: Each correct selection is worth one point.

   

   

7. HOTSPOT

   You are a Dynamics 365 Finance system administrator.

   Data must be filtered based on given criteria to help users quickly reduce the number of records.

   You need to identify the appropriate syntax to solve user requirements.

   Which query filter syntax should you use? To answer, select the appropriate options in the answer area.

   NOTE: Each correct selection is worth one point.

   

   

8. A client runs Dynamics 365 Finance.

   The client wants to implement supply chain functionality that is fully integrated with the current Dynamics 365 Retail instance.

   You need to implement the new functionality.

   What should you do?

   • Integrate Dynamics 365 Retail with Dynamics 365 Finance by using Common Data Model.
   • Provision new instances of Dynamics 365 Finance and Dynamics 365 Supply Chain Management by using Lifecycle Services.
   • Clear the Dynamics 365 Finance configuration in the License configuration form.
   • Clear the Dynamics 365 Retail configuration in the License configuration form.

9. HOTSPOT

   A company implements Dynamics 365 Finance. It sets up and configures the system to support reporting requirements using Microsoft Power BI.

   The customer service manager wants to create reports in Power BI for analyzing customer order patterns, order fulfillment metrics, customer satisfaction KPIs, and customer service representative goal metrics. These reports compare aggregated information across multiple demographic regions and business lines for current trends against historic information.

   The manager would like to use the reports to make individual team performance more visible to the managerial and executive teams. Since reports will be used by those teams as well as mobile users, the manager would like the report response to reflect the latest data without requiring the user to wait.

   You need to determine which tool or functionality best fits the scenario.

   Which feature or functionality should you use? To answer, select the appropriate feature or functionality in the dialog box in the answer area.

   NOTE: Each correct selection is worth one point.

   

   

10. DRAG DROP

    A company plans to use record templates in its implementation.

    Many employees need to be able to use the templates.

    You need to set up and use record templates.

    Which three actions should you perform in sequence to create the record templates? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

    

    

11. A company needs to be able to search for given addresses and remove all personally identifiable information about vendors, customers, and employees who might be in their system.

    You need to identify a tool to quickly accomplish this.

    Which tool should you use?

    • Person search report
    • Global search reporting
    • GDPR request
    • Asset classification

12. DRAG DROP

    A company requires data analysis for their business units from the default installation.

    You need to select the appropriate functional module area where the data analysis requirements will be met by the system objects.

    Which base reporting type objects should be used? To answer, drag the appropriate reporting type to the correct requirements. Each reporting type to leverage 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.

    

    

13. A company implements Dynamics 365 Finance and sets up and configures the system to support its reporting requirements using Microsoft Power BI. A user creates a chart in her Power BI instance to display customer order patterns for the top 10 customers daily.

    You need to configure the Power BI integration to pin the chart to the user’s workspace in Dynamics 365 Finance.

    Which three actions should you perform? Each correct answer presents part of the solution.

    NOTE: Each correct selection is worth one point.

    • In the Dynamics 365 Finance client, authorize sign-in to Power BI.
    • In Azure Active Directory, grant the customer services manager administrative permissions to the company’s Azure Active Directory account to run the report.
    • In Microsoft Azure Active Directory, add the PowerBI service to the app registration and grant the necessary delegated permissions.
    • In the Entity store, configure the Application ID and Application key for PowerBI.
    • In the Dynamics 365 Finance System administration setup screen in PowerBI.com, configure the application ID and application key.

14. SIMULATION

    You are a functional consultant for Contoso Entertainment System USA (USMF).

    You need to create a new workspace named Contoso Invoice that will display a list of all the open customer invoices.

    To complete this task, sign in to the Dynamics 365 portal.

    • See explanation below.
    Explanation:

    1. When you log in to Dynamics, you should see your workspaces page. Right-click in a blank area of the page and select Personalize TilePageContainer.
    2. Click Add a workspace
    3. Right-click on the new workspace and select Personalize < new workspace name>.
    4. Name the workspace to Contoso Invoice.
    5. Navigate to the Customer Invoices page.
    6. Filter the page to display only open invoices.
    7. Click on … > Options.
    8. Click on Add to workspace and select the Contoso Invoice workspace from the drop-down list.
    9. In the Properties drop-down list, select List then click Configure.
    10. Give the list a name such as Open Customer Invoices then click OK.

15. A company plans to create a global address book and additional address books for each line of business.

    You need to help add parties to the address books.

    Which two party types can you use for both the global address book and the additional address books? Each correct answer presents a complete solution.

    NOTE: Each correct selection is worth one point.

    • Customer
    • Person
    • Competitor
    • Organization
    • Vendor

16. HOTSPOT

    You need to implement new processes by using mobile apps.

    Which mobile app should you use for each requirement? To answer, select the appropriate configuration in the answer area.

    NOTE: Each correct selection is worth one point.

    

    

17. DRAG DROP

    A company uses Dynamics 365 Finance.

    Outbound documents do not meet the legal requirements for the regions to which they are sent.

    You need to configure the outbound documents to address the compliance need.

    In which order should you perform the actions? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.

    

    

18. DRAG DROP

    A company uses Dynamics 365 Finance.

    Your company provides you with a workbook that lists individuals, companies, and legal entities. The workbook also includes descriptions about each individual, company, and legal entity.

    You need to configure party roles for the Global Address Book.

    Which party roles should you use? To answer, drag the appropriate party roles to the correct descriptions. Each party role may be used once, more than once, or not at all. You may need to drag the split bat between panes or scroll to view content.

    NOTE: Each correct selection is worth one point.

    

    

19. You develop a Power Apps app that allows users to upload images. The app automatically resizes images and adds metadata tags to uploaded images.

    The app must automatically tag images of checks within Dynamics 365 Finance. You must enable access to the Power App from Finance and pass a variable to indicate context to the app. Pop-up blockers are enabled on all user devices.

    You need to configure the app.

    What are two possible ways to achieve the goal? Each correct answer presents a complete solution.

    NOTE: Each correct selection is worth one point.

    • Add the app by using the Power Apps button on the standard Action pane.
    • Use JavaScript to open a modeless dialog. Pass the context with a querystring value.
    • Use JavaScript to open a new modal dialog. Pass the context with a querystring value.
    • Embed the app on a page as a FastTab.
    • Create a Power Automate flow that sends an email with a link to open the app.

20. A company plans to create a new workspace.

    You need to design the workspace.

    Which three components are mandatory? Each correct answer presents part of a solution.

    NOTE: Each correct selection is worth one point.

    • Related links
    • Summary section
    • Tabbed list
    • Power BI section
    • Section charts