MB-300 : Microsoft Dynamics 365 Core Finance and Operations : Part 02

MB-300 : Microsoft Dynamics 365 Core Finance and Operations : Part 02

1. HOTSPOT

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

   You need to set up filters to help people find records that are used regularly.

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

   NOTE: Each correct selection is worth one point.

   

   

2. A company wants to display a warehouse’s performance metrics on a Power BI dashboard on a display in the warehouse.

   You need to connect the Power BI instance to the Dynamics 365 Supply Chain Management instance that the warehouse uses.

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

   NOTE: Each correct selection is worth one point.

   • Link Azure to Dynamics 365 Supply Chain Management by entering the Application ID in Dynamics 365 Supply Chain Management.
   • Register the preconfigured Dynamics 365 service account within Azure.
   • Obtain Azure Active Directory (Azure AD) administrative access.
   • Configure the Dynamics 365 Entity Store.
   • Register the Dynamics 365 application URL within Azure.

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. Determine whether the solution meets 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 a Dynamics 365 Finance sales manager. You use a Power BI dashboard that shows near-real-time sales data from reports and tiles.

   It is impractical to keep switching between multiple applications.

   You need to configure a way to access the Power BI reports within the Dynamics 365 Finance client.

   Solution: Create a link to the Power BI reports in your workspace.

   Does the solution meet the goal?

   • Yes
   • No

4. Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution. Determine whether the solution meets 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 a Dynamics 365 Finance sales manager. You use a Power BI dashboard that shows near-real-time sales data from reports and tiles.

   It is impractical to keep switching between multiple applications.

   You need to configure a way to access the Power BI reports within the Dynamics 365 Finance client.

   Solution: Import the Power BI reports through Lifecycle Services and pin it to your workspace.

   Does the solution meet the goal?

   • Yes
   • No

5. Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution. Determine whether the solution meets 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 a Dynamics 365 Finance sales manager. You use a Power BI dashboard that shows near-real-time sales data from reports and tiles.

   It is impractical to keep switching between multiple applications.

   You need to configure a way to access the Power BI reports within the Dynamics 365 Finance client.

   Solution: Embed the Power BI reports on your application homepage.

   Does the solution meet the goal?

   • Yes
   • No

6. Case study

   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

   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 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 Relecloud’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 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 Relecloud 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.
   – 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 emails 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 production environment must have an update cadence of every second Saturday from 4-7 A.M. EST.
   – Updates must be tested in a 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.

   1. HOTSPOT

      You need to address the client’s technical support requirements.

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

      NOTE: Each correct selection is worth one point.

      

      

   2. DRAG DROP

      You need to design a business process for the account manager’s customer list requirements.

      Which three actions you perform in sequence? To answer, move the appropriate actions to the answer area and arrange them in the correct order.

      NOTE: Each correct selection is worth one point.

      

      

   3. You need to determine why the sales associate is not able to see Munson’s in the search results.

      What is the cause of the issue?

      • The search criteria is searching for only names that are exactly ‘pickles’.
      • The search criteria is only able to search by the shortened search name of the customer.
      • The search criteria is searching for all customer names that start with ‘pickles’.
      • The search criteria is case sensitive.

   4. You need to resolve the contact reassignment issue.

      What should you search by?

      • user ID in the global address book
      • email address in the person search report
      • email in the customer and vendor master
      • contact address in the global address book
      • name in the customer master

7. Case study

   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

   Liberty’s Delightful Sinful Bakery & Café is a baked goods company headquartered in Denver, Colorado. The company has 200 locations around the United States.

   Contoso, Ltd. purchases a majority stake in Liberty’s. As part of this acquisition, Contoso, Ltd. plans to implement Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Retail to support the rapid future growth. Streamlined business processes will be implemented to replace manual processes and Microsoft Excel.

   Contoso, Ltd. already has 10 legal entities that use all Dynamics 365 modules in a single tenant. Liberty’s will exist within the Contoso, Ltd. tenant as its own legal entity and Lifecycle Services (LCS) project. All environments are cloud based.

   Current environment: General

   Contoso, Ltd. uses One Version for detailed regression test planning. The testing plan is fully automated by using the Regression Suite Automation Tool (RSAT). There is a standardized set of core business processes in a single Business Process Library and functionality-specific business process libraries for the various Contoso, Ltd. businesses.

   Current environment: Environments

   The following links are used to connect to Contoso, Ltd.’s environments:

   – Microsoft SharePoint: https://Libertys.sharepoint.com
   – Dynamics 365: https://LibertysAos.cloudax.dynamics.com
   – Microsoft Azure Dev Ops: https://Libertys.visualstudio.com
   – Microsoft Office 365: https://Libertys-my.sharepoint.com

   The company uses the following Dynamics 365 version: 10.0.6/Update 30.

   Current environment: Operations

   Excel is used extensively by Liberty’s and there are many experienced Excel users in the organization. Many users have altered the existing Excel sheets for their own purposes. There is no standard Excel workbook template.

   Current environment: Current Workflows

   

   Requirements: Business Processes/LCS

   Liberty’s needs to leverage as many existing Contoso, Ltd.’s business processes as possible to shorten the implementation lifecycle and create similarities between the organizations. There will be one master business process library for Liberty’s. There are 100 user acceptance testing scripts. Fourth Coffee is one of Contoso, Ltd.’s legal entities.

   Liberty’s has a business process library that contains a specific set of functionality. Liberty’s would like to use as an existing node in their core business process library.

   Sales discounts for high-volume customers must be calculated by using predefined Excel templates. Sales team members must be able to access the template directly from the sales order form.

   Requirements: Data Import/Export

   Any Excel templates need to be standardized and easily accessible. The integrity of shared templates must be strictly maintained.

   After the implementation, the core Liberty’s team needs to be empowered to further identify future value-add opportunities for interacting and manipulating their data as future phase initiatives. Once they understand the data structures and capabilities, they need to start creating their own templates that meet their specific needs.

   Requirements: Workflow

   A workflow to streamline the feedback of the customer experience is critical. Any negative experience needs to be quickly addressed. Any steps to rectify the customer concerns are handled offline at the discretion of regional managers.

   As the company grows, customer history of vendor direct delivery performance must be documented to assure stakeholders that the company is monitoring vendor performance. Any actions to rectify the customer concerns must be approved prior to execution.

   Requirements: Go Live/Cutover

   – Go Live date: October 1.
   – Cutover: Seven days before go live with daily delta imports occurring nightly. This process has been fully vetted and is operating properly.
   – Data Packages to migrate: Two.
   – Data Imports: Six hours total for all imports.
   – Performance testing: Liberty’s team system administrator reports that they are not planning to conduct performance testing.

   Requirements: Software updates

   The customer cannot take updates during their busy season from November 1 – December 31. Any system downtime requires a notification to the users through the proper application management tool. 100% of user acceptance testing is required for any system update.

   The first official update to the live software will be the third week of October.

   Requirements: Regression testing

   There will be no dedicated regression testing team after going live. They are dedicated prior to go live and anything that can be done to virtually eliminate the overhead of regression testing will be done prior to go live.

   Requirements: Workspaces

   A standard workspace will be assigned to each regional manager. The workspace will show the following information for stores associated with a regional manager:

   – Single detailed view of multiple components of their sales data
   – KPIs for regional sales goals
   – Drill down capabilities to inquire about the data
   – Any direct delivery special orders
   – Any negative inventory items

   Regional managers may personalize workspaces as needed.

   Issues

   The current Open in Excel templates option on the All Customers form is missing several fields. It also contains several additional fields. This form must be replaced.

   There was an issue with agreeing upon a supplemental organizational hierarchy used for sales reporting at go live. This hierarchy is exclusively for reporting purposes.

   Customer surveys are conducted by using open-ended emails or in store comment cards from the regional managers at random. This process makes it difficult to consistently analyze satisfaction metrics.

   There is a concern that there will be something that pops up stopping the go live. A list must be compiled describing notable risk points.

   A regional manager is asked to review a direct delivery sales order to determine whether it was created correctly in a test environment. The regional manager trainer cannot see the sales order in question by using the direct delivery sales order link in the user’s workspace.

   Liberty’s instance goes live successfully. In preparation for the first update, several business scenarios were reported as failing in the validation testing. You are working with Microsoft support and reviewing potential fixes to address the issues.

   1. You need to recommend a solution to meet the regional manager’s workspace reporting requirements.

      What should you use?

      • Inquiry form
      • Power BI
      • Power Apps
      • Record Grid

   2. HOTSPOT

      You need to configure the workflows.

      What should you do? To answer, select the appropriate options in the answer area.

      NOTE: Each correct selection is worth one point.

8. Case study

   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 Works 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 from 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.

   1. You need to extend the warranty and SLAs to meet the requirements.

      What should you do?

      • Integrate the solution with a Dynamics 365 Data Entity.
      • Configure a Power Automate flow for the solution.
      • Configure the solution for a Power Virtual Agents channel.
      • Integrate the solution into a Power Apps integrated social media platform.

   2. HOTSPOT

      You need to design the street team mobile application for creating sales orders in the mobile application.

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

      NOTE: Each correct selection is worth one point.

      

      

   3. HOTSPOT

      You need to identify the features that support the expansion.

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

      NOTE: Each correct selection is worth one point.

      

      

   4. DRAG DROP

      You need to identify which Microsoft features will accomplish the actions.

      Which features should you use? To answer, drag the appropriate features to the correct actions. Each feature 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.

      

      

   5. DRAG DROP

      You need to configure the system to meet the requirements for the sales street team representatives.

      Which products should you use? To answer, drag the appropriate products to the correct requirements. Each product 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.

      

      

9. You set up Dynamics 365 Finance.

   Your organization will use email with the application.

   You need to ensure that email will be sent using typical secure settings.

   What setting must be set up as specified?

   • The SMTP port field is set to 587.
   • Information rights management is enabled.
   • Encryption: S/MIME and PGP are enabled.
   • In-place eDiscovery is enabled.
   Explanation:

   Note:
   There are several versions of this question in the exam. The question has two possible correct answers:
   1. The SMTP port field is set to 587
   2. Specify if SSL is required is selected

   Other incorrect answer options you may see on the exam include the following:
   1. Information rights management is enabled.
   2. Encryption: S/MIME and PGP are enabled.
   3. In-place eDiscovery is enabled.
   4. Retention policies are enabled.
   5. In-place hold and Litigation hold are enabled.
   6. Encryption between on-premises servers and Exchange Online Archiving is enabled.

10. You are a Dynamics 365 Finance systems analyst.

    A user configures an alert for purchase orders that have a delivery date of two weeks away. However, batch alerts are not being sent.

    You need to troubleshoot why alerts are not processing.

    What two actions may be the cause for alerts not being sent? Each correct answer presents a complete solution.

    NOTE: Each correct selection is worth one point.

    • A batch processing window may be set up for that batch job.
    • The date format in the Dynamics 365 tenant does not match the format in the client device.
    • The change-based alert has expired.
    • There may not be a batch server assigned to the batch job.

11. DRAG DROP

    You are configuring the address books for a company’s accounts receivable, accounts payable, and retail operations.

    You need to configure the appropriate address books to meet various requirements.

    Which address book should you use for each scenario? To answer, drag the appropriate address book objects to the correct scenarios. Each address book object may be used once, more than once, or not at all. You may need to drag the spit bar between panes or scroll to view content.

    NOTE: Each correct selection is worth one point.

    

    

12. HOTSPOT

    You set up a new instance of Dynamics 365 Finance.

    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.

    

    

13. HOTSPOT

    A company sets up a workflow for expense reports. An employee named Sam submits an expense report totaling USD 7,000 to go through the workflow.

    

    Use the drop-down menus to select the answer choice that answers each question based on the information presented in the graphic.

    NOTE: Each correct selection is worth one point.

    

    

14. You are a Dynamics 365 Finance system administrator. You have production and testing environments. You move the workflow from the testing environment to the production environment.

    The workflow in the production environment is stuck in a wait state.

    You need to resolve the issue with the workflow in the production environment.

    What should you do?

    • Set the workflow batch job to critical
    • Set the workflow messaging batch job group
    • Grant the user workflow permissions
    • Set the workflow execution account in the workflow parameters

15. A company implements Dynamics 365 for Finance.

    They need additional information and want a subledger to record information for additional reporting rather than customizing all reports.

    You need to set up the posting to accommodate the need for a subledger.

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

    • Update existing reports to prevent data in the identified area from reporting
    • Create posting profiles to post to the identified area as needed for the request
    • Create posting definitions to post to the identified area as needed for the request
    • Update existing reports to add data in the identified area from reporting
    • Identify an area of the chart of accounts to record to as the subledger

16. You are a systems administrator at a company that has implemented Dynamics 365 Finance.

    New employees are starting at the company.

    You need to extend the electronic signatures functionality to them.

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

    NOTE: Each correct selection is worth one point.

    • On the Email parameters page, specify that SSL is required
    • Specify the user’s email address
    • In License configuration, enable Maintenance mode
    • Select the Electronic signature check box

17. You are a Dynamics 365 Finance system administrator.

    A company named Contoso Ltd. is creating a new legal entity that will be similar to an existing legal entity. Team members copy key entities to the new legal entity using the Data management workspace. They indicate that there were already-configured pieces of data unique to the new legal entity before they ran the Copy into legal entity process.

    The data import/export framework settings are listed in the table below:

    

    You need to determine what happened to the already-configured pieces of data. What happened to the data?

    • Any source legal entity data that already exists in the destination legal entity will be updated.
    • Any source legal entity data that already exists in the destination legal entity will be displayed as an error for user action in the Data management workspace.
    • Any destination legal entity data will be deleted, and the source data will be inserted.
    • Any source legal entity data that already exists in the destination legal entity will be ignored.

18. A user with minimal privileges forgets to enter customer payments for the previous 15 days.

    The user needs to enter all the payments using a previous date instead of the current date.

    What should the user do?

    • Change the date of the user session in the session date form.
    • Change the system date on the user’s operating system and restart the browser.
    • Change the date of the customer payment journal header.
    • Change the system date of the Application Object Server (AOS) in system administration.

19. HOTSPOT

    You are a system administrator using Dynamics 365 Finance. You work in a project-based organization.

    Each project has an approval process that will be assigned to different users of the system. Approvals are processed based on documents. Within those documents are different line items. Each line item may have a different approver.

    You need to validate if the proposed action will satisfy the requirements.

    For each of the following solutions, select Yes if the action meets the requirements. Otherwise, select No.

    NOTE: Each correct selection is worth one point.

    

    

20. HOTSPOT

    A company implements Dynamics 365 Finance.

    It must set up the system to be ready for entering inventory items.

    You need to select which unit of conversion fits the scenario.

    Which conversion types should you use? To answer, select the appropriate options in the answer area.

    NOTE: Each correct selection is worth one point.