MB-300 : Microsoft Dynamics 365 Core Finance and Operations : Part 09
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HOTSPOT
A company is implementing Dynamics 365 Finance and Dynamics 365 Supply Chain Management. The company is preparing to migrate data to the new systems.
You need to import sales order headers and lines by using a single entity. All legal entities must contain the same setup data.
What should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
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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 have the following Dynamics 365 Finance instances:
You must copy the configuration data from Company A to Company B.
Solution: Use Copy into legal entity.
Does the solution meet the goal?
- Yes
- No
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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.comThe 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 itemsRegional 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.
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You need to configure the system to meet the data import, export, and operations requirements.
Which two options should you implement? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
- Document templates
- Electronic reporting
- REST APIs
- Excel Add-in data source
- Application Integration Framework
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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.-
You need to configure the import methods for the sales representatives.
What should you do?
- Create an Excel template as the data template for use with the Excel Add-in.
- Create a Microsoft SharePoint list as a data template for use in a Power App for bulk import.
- Create an Excel template as the data template for use in the Data Management framework.
- Create a CSV data template for use in the Data Management framework.
- Create a pipe delimited data template for use in the Data Management framework.
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You need to enable the sales managers to consistently import their prospects.
Which tool should you configure?
- Data Management Workspace
- Power Automate
- Configuration data packages
- Power App portals
- Excel desktop application Dynamics add-in
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You need to implement a solution for importing core system data.
Which two tools should you use? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
- Data Validation checklist workspace
- Record templates
- Multiple data templates for each entity
- Lifecycle Services Work items
- Data Task Automation
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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.-
You need to load the data for the environment refresh activities.
Which location should you use?
- Microsoft SharePoint
- Microsoft Azure Data Lake
- Dynamics 365
- Microsoft Azure DevOps
- Project-level asset library
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You are responsible for regulatory compliance for a Dynamics 365 Finance environment.
You need to be able to search for regulatory features in Microsoft Dynamics Lifecycle Services (LCS).
What should you use?
- Intelligent Data Management Framework (IDMF)
- System diagnostics
- Application Object Tree (AOT)
- Issue search
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HOTSPOT
A company is standardizing its business processes. You plan to facilitate business process alignment by using the Business Process Modeler (BPM) tool in Lifecycle Services (LCS).
You need to identify the main capabilities of BPM.
Which of the following can you accomplish with the BPM tool in LCS? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
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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 functional consultant who is deploying Dynamics 365 Finance.
The implementation must:
– Use an iterative approach
– Integrate with real-world data
– Implement multiple rounds of feedbackYou need to deploy and validate the implementation.
Solution: Use the XPPBP tool to export customizations and scenarios from a development sandbox. Make changes to the sandbox containing users. Deploy from the sandbox to the production environment.
Does the solution meet the goal?
- Yes
- No
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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 functional consultant who is deploying Dynamics 365 Finance.
The implementation must:
– Use an iterative approach
– Integrate with real-world data
– Implement multiple rounds of feedbackYou need to deploy and validate the implementation.
Solution: Perform a fit-gap analysis. Configure Dynamics 365 Finance to address the functional gap. Deploy the configuration.
Does the solution meet the goal?
- Yes
- No
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You are upgrading a Dynamics 365 Finance solution.
You must run functional test passes for the upgraded solution.
You need to plan a production environment test flow for the solution.
Which three steps should you verify in the production test flow? Each correct step presents part of the solution.
NOTE: Each correct selection is worth one point.
- Purchase orders are generated
- Item requirements are present
- Production order processing occurs
- Production orders are generated
- The item master is designed and released to a legal entity
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A company uses Dynamics 365 Finance Lifecycle Services (LCS).
Your company needs to document and test all possible scenarios for a given implementation. Implementation gaps need to be documented using the tool available for tracking and linking to delivered extensions.
You need to identify the correct tool to accomplish this.
What should you use?
- APQC Unified Libraries
- Shared asset library
- Business process modeler (BPM)
- Microsoft Azure DevOps
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DRAG DROP
You are the project owner in a Lifecycle Services (LCS) project to deploy a Dynamics 365 Finance environment.
The system must be configured to enable testers to record processes that become business and test plans.
You need to configure the system to generate User Acceptance Testing (UAT) test plans.
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.
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You are a Dynamics 365 Finance system administrator.
An issue has been reported that appears to be a base Dynamics 365 bug. The system was last updated three weeks ago. Searching for the issue by description in Lifecycle Services is not working.
You need to determine other ways to search for similar issues to help narrow down the search before opening a Microsoft ticket.
What are two ways to search for a released hotfix? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
- By industry
- By Microsoft support ticket number
- By Application Object Tree (AOT) object name
- Date range for release
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You implement Dynamics 365 Finance. The implementation will undergo User Acceptance Testing (UAT).
You create test case recordings. To coordinate testing across multiple environments, UAT must be integrated with Microsoft Azure DevOps.
You need to configure Business process modeler (BPM) and Azure DevOps to complete user acceptance testing.
Which three actions should you perform? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
- Synchronize the BPM library with Azure DevOps
- Create a test pass and test case in Azure DevOps
- Upload saved Task recorder files to BPM
- Create a test plan and test suites in Azure DevOps
- Synchronize the BPM library with a Git repo
- Upload saved Task recorder files to Azure DevOps
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A company is implementing Finance and Operations apps.
All required Microsoft implementation tools are being used for project tracking for standardized Microsoft FastTrack and Support visibility.
You need to view the official critical milestone dates for completing the analysis phase.
Which tool should you use?
- Microsoft Teams
- Microsoft Planner
- Dynamics 365 Project module
- Lifecycle Services
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You are a Dynamics 365 Finance implementation team lead.
A series of test plans need to be created and tracked during a company’s development phase. Multiple users will be testing multiple aspects as code is released. Issues and remediations to bugs will also need to be tracked.
You need to identify Microsoft solutions that offer these capabilities.
What should you use?
- Dynamics 365 for Finance and Operations
- Lifecycle Services (LCS)
- Solution management
- Microsoft Azure DevOps
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DRAG DROP
Your company is using a highly customized version of Dynamics 365 Finance.
You have identified a new hotfix that will correct several important issues that have caused many user complaints.
You need to determine whether the hotfix will break any customizations.
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.
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HOTSPOT
You are a project manager using Dynamics 365 Finance Lifecycle Services (LCS).
You must be able to identify and publish gaps within your normal delivery schedule.
You need to determine whether your organization has the minimum requirements in place to use Business Process Modeler (BPM).
Which prerequisites are required to use Business Process Modeler? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
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HOTSPOT
A company implements Dynamics 365 Finance and uses Lifecycle Services (LCS). The company uses both standard and customized functionality.
Testers have reported problems using the recent User Acceptance Testing (UAT) round.
You need to resolve these issues before UAT can proceed.
Which tools should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
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You are a Dynamics 365 Finance system administrator.
A user is reporting an issue with the Sales Order form. The UI for the form is not loading properly, and there are some performance issues. The object was working fine until the most recent update release. The who personalized the form is using Microsoft Edge. No other users are reporting issues.
You need to resolve the issue.
What should you do?
- Reset all the usage data for the user.
- Switch to Microsoft Edge instead of Internet Explorer 11.
- Reimport and compile the AOT object causing issues.
- Open the form in a new Microsoft Edge InPrivate session.