MB-300 : Microsoft Dynamics 365 Core Finance and Operations : Part 06

MB-300 : Microsoft Dynamics 365 Core Finance and Operations : Part 06

1. 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.
   Explanation:

   – Navigate to System administration > Security > Assign users to roles
   – Select the Purchasing Agent role.
   – Click the Manually assign / exclude users button
   – Select the Wayne Samuel Jorden user account and click the Assign to role button.
   – Click the Assign organizations button
   – Select the Grant access to specific organizations option
   – Select the USMF legal entity and click the Grant button.

2. HOTSPOT

   You are a system administrator using Dynamics 365 Finance.

   You are responsible for troubleshooting workflows.

   You need to determine where workflows are failing based on error messages.

   Which runtime is raising the error when the following activity and error occurs? To answer, select the appropriate runtime in the answer area.

   NOTE: Each correct selection is worth one point.

   

   

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 that might meet 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 security administrator.

   When testing security setups, users report that certain roles are gaining access to sensitive information via a form in the system.

   You must investigate which user roles have what visibility and access level to system objects, and then send a report to the implementation team to address security compliance concerns.

   You need to report the information from the system.

   Solution: Generate the Security duty assignments report.

   Does the solution meet the goal?

   • Yes
   • No

4. HOTSPOT

   You are a consultant and set up Dynamics 365 Finance for local and multinational companies.

   You need to establish policy rules for purchasing.

   What policy frameworks should you implement for each scenario? To answer, select the appropriate options in the answer area.

   NOTE: Each correct selection is worth one point.

   

   

5. A company implements Dynamics 365 Finance.

   The company wants to utilize Case management to track project issues and risks and associate them to the projects. Project managers will be responsible for managing the new cases.

   You need to configure the system.

   What should you do?

   • Create case category security roles named Issue and Risk and assign them to the Project managers duty.
   • Create case activities for Issue and Risk
   • Create parent case categories named Issue and Risk
   • Create case subcategories named Issue and Risk

6. A company implements Dynamics 365 Finance.

   You are the primary approver for purchase requisitions that are greater than $500,000. You are going on vacation for two weeks.

   You need to assign another user as the approver only for purchase requisitions greater than $500,000.

   What should you do?

   • Under User Options, add a user and assign the scope of Module
   • Under User Options, add a user and assign the scope of All
   • Under User Options, add a user and assign the scope of Workflow

7. You are a Dynamics 365 Finance system administrator.

   You have 50 identified purchase order numbers that are not used in the system and are not being recycled. Why they are missing is unknown. Purchasing operations is currently operating around the clock and no downtime can occur.

   You need to use the missing numbers in the system.

   What should you do?

   • Run the Number sequence wizard for the purchase order number sequence
   • Change the number sequence to continuous and create the new purchase orders
   • Run Automatic cleanup of number sequence and create the new purchase orders
   • Change the number sequence to non-continuous and create the new purchase orders
   • Change the number sequence to manual, then manually assign the number sequences to the new purchase orders

8. You are asked to trigger a Power Automate flow for an approval for a business process that is not in the business events list.

   You need to trigger the Power Automate flow without any code.

   What are two possible ways to trigger the Power Automate workflow? Each correct answer presents a complete solution.

   NOTE: Each correct selection is worth one point.

   • from a due date alert
   • from a change-based alert
   • from a component in the Dynamics 365 Finance Workflow Designer
   • from an application business event
   • from a user’s personalization functionality

9. DRAG DROP

   A company needs to set up its printers to work with Dynamics 365 Finance.

   You need to set up the printers for network printing from the Dynamics 365 client browser.

   Which three actions should be performed in order? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

   

   

10. HOTSPOT

    You use different elements to construct a workflow.

    You need to identify which workflow element to use for each scenario.

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

    NOTE: Each correct selection is worth one point.

    

    

11. HOTSPOT

    You work with a systems administrator for Dynamics 365 Finance.

    The system has been configured to prompt users for how they want to send emails based on the given scenario they are encountering. In certain situations, they will want to generate an email to forward to an account executive who doesn’t have access to Dynamics 365 for Finance and Operations. Other times, the emails should be either sent as an attachment to a user email or through a generic no reply email.

    You need to determine which configuration to provide to the system administrator for the given scenario.

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

    NOTE: Each correct selection is worth one point.

    

    

12. HOTSPOT

    A company uses Finance and Operations apps.

    The company wants to use Power BI to view the actuals versus budget amounts of the current fiscal year. This requires handling several million transactions.

    Some data must be near-real-time while other data must be updated every 10 minutes.

    You need to identify which solution components meet these requirements.

    Which component should you use for each requirement? To answer, select the appropriate options in the answer area.

    NOTE: Each correct selection is worth one point.

    

    

13. DRAG DROP

    A company is implementing Dynamics 365 Finance.

    The company hires a new accounting team member. The team member will be responsible for generating deposit slips and cancelling payments. The team member must be able to view the Positive Pay report.

    You need to configure security for the new team member.

    Which security components should you use? To answer, drag the appropriate components to the correct requirements. Each component 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.

    

    

14. Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet 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 system administrator.

    Users report that purchase order numbers are being generated in a non-continuous configuration during bulk purchase order creation.

    You need to determine how to improve performance.

    Solution: Change the number sequence to a continuous number sequence.

    Does the solution meet the goal?

    • Yes
    • No

15. You are working as a functional consultant in a new Dynamics 365 Finance environment.

    Your organization conducts business within the United States, with offices in several states. The organization has legal entities defined for each state and must share common tables between entities.

    Each legal entity has the following setup:

    – Users
    – Products
    – Customers
    – Tax authorities
    – Payment terms
    – Human Resources data
    – Site-specific stock ordering

    You need to consolidate reports used for financial-consolidation reporting in a new legal entity.

    What should you do?

    • Define the consolidation period
    • Specify the range of product for consolidation
    • Define Human Resources data
    • Create users

16. DRAG DROP

    You are configuring a sales order workflow in Dynamics 365 Supply Chain Management.

    An application stores the priority status value. The application is not integrated with Dynamics 365 Supply Chain Management.

    You need to select the element type to use in the workflow.

    Which element type should you use? To answer, drag the appropriate element type to the correct element. Each element type 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.

    

    

17. 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 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. You need to detail a business process for streamlining the customer editing process for account representatives.

       Which two actions should you perform? Each correct answer presents a partial solution.

       NOTE: Each correct selection is worth one point.

       • Navigate to the All Customer form from the Accounts receivable module and select the appropriate customer account.
       • Navigate to the account representative’s workspace and select the appropriate customer account.
       • Select the form and then select Hide.
       • Hide Invoice account from the view.

    2. You need to configure the system for account representatives.

       Which two actions should you perform? Each correct answer presents a complete solution.

       NOTE: Each correct selection is worth one point.

       • Recreate the job alert as a change-based alert.
       • Enable change-based alerts.
       • Increase the batch job running frequency.
       • Specify the batch server for the alert notifications job.

    3. You need to connect the Excel instance to the Relecloud production instance.

       What should you do?

       • Set the server URL to Microsoft.Dynamics.Platform.Integration.Office.UrlViewerApplet.
       • Set the server URL to https://relecloud-prod.operations.dynamics.com.
       • Set the App Correlation ID to https://relecloud-prod.operations.dynamics.com.
       • Set the App Correlation ID to the App Id in the Dynamics 365 Office App Parameters.

    4. DRAG DROP

       You need to configure check printing for Munson’s.

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

       

       

    5. You need to trigger a Flow when a technical service order request is created.

       Which three objects can you use? Each correct answer presents a complete solution.

       NOTE: Each correct selection is worth one point.

       • Work items
       • Change-based alerts
       • Business Events
       • External feeds
       • Workflow

    6. DRAG DROP

       You need to enable interactive email providers for the different groups in the organization.

       Which email providers should you enable? To answer, drag the appropriate email provider IDs to the correct groups. Each email provider ID 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.

       

       

    7. HOTSPOT

       You need to ensure that the customer service representatives are able to initiate a refund request.

       Which workflow elements should you configure? To answer, select the appropriate options in the answer area.

       NOTE: Each correct selection is worth one point.

       

       

18. 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. HOTSPOT

       You need to resolve issues with the default Excel templates.

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

       NOTE: Each correct selection is worth one point.

       

       

    2. You need to determine the root cause for the regional manager’s issue.

       What is the root cause?

       • The sales order was not created.
       • The user does not have the proper permissions.
       • There is a filter on the grid.
       • The user is in the wrong environment.

    3. HOTSPOT

       You need to configure integration with Excel.

       How should you complete the configuration? To answer, select the appropriate options in the answer area.

       NOTE: Each correct selection is worth one point.

       

       

    4. You need to configure the system to meet the workflow requirements.

       What should you use?

       • Document Management Notes and Power Automate
       • Power Automate and workflow
       • Vendor Score Cards and Power Automate
       • Case Management and workflows

19. 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

    Wide World Importers (WWI) is an importer and supplier of fair trade, handmade home goods to independent retailers in North America.

    One of WWI’s products was recently featured on several major television talk shows and has become very popular. As a result, WWI is expanding their prospective sales operations to new markets as well as engaging current customers in a more direct manner.

    Current environment

    Sales representatives

    – Sales representatives are highly competent users of this Dynamics 365 Finance implementation.
    – They typically operate independently, but due to the recent high sales volume they must work together as a team.
    – Sales representatives are not available to test the new business processes and security roles being introduced.
    – Customer and prospect data is currently stored in Excel spreadsheets.

    Requirements: Functional requirements

    – A mechanism to facilitate an interactive step-by-step training guide within the Dynamics 365 application must be implemented.
    – Tips and hints for data entry in the interactive training guide must also be included because most sales representatives will not be available for training prior to implementation of the new functionality. They need to be able to use the functionality as soon as it is implemented.
    – Sales representatives must be able to see all report and form data for specific sales and inventory reports and forms.
    – Many sales representatives have applied individual changes to forms and reports, such as moved, added, and hidden fields. These changes are critical to the sales representatives’ efficiencies and must remain in place.
    – New processes must be standardized and documented according to current standards.
    – Several sales representatives run custom queries on SSRS reports. Sales representatives must be able to see the default data as well as their custom queries for those reports.

    Requirements: Power Apps initiative

    A Power Apps also must be created and embedded on the customer form. The form displays other prospects who reside within a certain radius of the current customer. This functionality will be distributed on a per-request basis.
    A Power Apps app must be embedded in a feedback form within the Sales order form in Dynamics 365 Finance. The form must display questions for a sales representative to ask customers while reviewing their previous sales orders.

    Requirements: Data import and export

    – WWI must consolidate and migrate all their data currently in Excel spreadsheets into the Dynamics 365 system.
    – Sales managers must cleanse their region’s prospects and bring them into the Dynamics 365 system by a specified date for final analysis.
    – Sales manager’s data sheet templates must include the most recent data from the Dynamics 365 system. The managers must check for duplicate data.
    – The data templates used for data import must be intuitively located within the Dynamics 365 forms where the data primarily resides.
    – For any other core data that must be imported, all test imports must be as repeatable and consistent as possible while data validation errors are identified and addressed.

    Requirements: Technical requirements

    – The implementation must be done as quickly as possible with no development needed.
    – A tool for project workstream, task management, and work stories must be implemented for the rapid deployment sprints, issues, and feature backlogs that will result from the implementation.
    – The solution must also facilitate automation of regression testing for the One Version business continuity initiatives.
    – Basic entity templates must be acceptable for imports.

    Issues

    – The Dynamics 365 Commerce customer data cannot currently be accessed by a Power Apps data source.
    – Several sales representatives have applied individual changes to forms, preventing the new business processes. All representatives should use the same form layouts.
    – Sales representatives report errors on a few existing sales reports. You identify that the criteria used to generate the reports is the root cause for the errors.

    1. You need to resolve the form personalization issues.

       What should you do?

       • Clear the sales associate users’ browser cache and site settings for the Dynamics 365 instance.
       • Disable and then re-enable the sales associate users.
       • Clear the personalization for each form.
       • Reset all usage data.
       • Redeploy the form.

20. 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. DRAG DROP

       You need to implement commission restrictions.

       What should you use to meet each requirement? To answer, drag the appropriate components to the correct requirements. Each component 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.

       

       

    2. You need to recommend a tool to identify the Dynamics 365 components required for the data administrator to perform their tasks.

       Which tool should you use?

       • Docs.microsoft.com
       • Entity Store
       • Dynamics 365 Help documentation
       • Database Schema
       • Technical reference reports

    3. You need to design the security roles to assign user teams.

       What should you do?

       • Use a single security role but use two different duties with two different privileges for the table that contains the commission restrictions.
       • Use segregation of duties for the security roles assigned to the two sales teams.
       • Use two separate versions of the sales order form for the two different teams.
       • Use two different security policies for the internal sales team and the Adventure Works Cycles administrative sales team security roles.
       • Use two different security roles for the internal sales team and the Adventure Works Cycles administrative sales team.