Choose Updated MB-300 Study Materials to Prepare For Microsoft Dynamics 365: Core Finance and Operations Exam Well

1. You need to ensure that Liberty's can use the business processes from Contoso. Ltd.

What should you do?

2. You are a Dynamics 365 for Finance and Operations systems administrator.

Microsoft recently released a new feature for public preview that would add significant value to your organization without licensing adjustments.

You need to enable the feature.

Where can you enable the preview feature?

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

What should you do?

4. 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.

5. 1. Topic 1, Relecloud Case



Background

Relecloud is a cloud point of sale (POS) software company specializing in direct to consumer food stands. They have multiple business units using their new Dynamics 365 Finance and Operations implementation including customer-facing representatives for account management, technical support, customer service, and finance. There are two legal entities, one for operations and one for financials. Customers pay for the Relecloud POS software monthly and everything is deployed in the cloud. The Dynamics instance URL is https//relecloud prod operations.dynamics.com.



Munson’s Pickles and Preserves Farm is a company that uses Relecoud's cloud POS software to sell their produce in farmers markets. Munson's was one of Relecloud's first customers, and Relecloud stocks their employee lunchroom with Munson's products. Munson's has also been subcontracting their employees to Relecloud to help functionally build a best-in-breed solution. Munson's employees assume multiple organizational positions. Each employee has only a single email address by which people can contact them.



Current environment: System and IT

✑ Dynamics 365 for Finance and Operations was recently updated.

✑ All recurring batch jobs in the system were removed and recreated.

✑ The alert notification batch processing was recently changed from every 10 minutes to once every two hours.

✑ Real-time reporting of the information is not needed.



Current environment: Customer Service

✑ Customer credit requests are entered through the customer service team.

✑ All requests must contain a date, time, reason for request, and customer service notes on initial recommendations for credit action.

✑ Customers have multiple points of contact who can enter support tickets to the Relecoud portal.

✑ Tickets are automatically generated in the support team's third-party system when they are created by support technicians.

✑ The Dynamics 365 email client mail is used to correspond with customers.



Current environment: Technical Support/IT

✑ The technical support team gets involved when technical issues arise with the Relecloud software. Service tickets are entered and get escalated to the team, depending on the issue.

✑ Microsoft Flow is used for automating different workstreams.

✑ Workflows are not configured for the technical support request flows in Dynamics 365 Finance and Operations.

✑ Management and history of technical support tickets are handled in a third-party

issue management solution.

✑ The technical service team manages issues related to the Relecloud POS as well as the Dynamics 365 application.



Current environment: Account Representatives

✑ Each customer is assigned a single account representative.

✑ Account representatives use multiple devices.

✑ Only account representatives have the ability to approve credits.

✑ All email to customers come through their own Outlook instance.



Current environment: Finance

✑ Customers do not have invoice accounts.

✑ Only finance resources have the ability to enter credits.

✑ Credits can be entered by any of the four finance resources assigned the Credits and Refunds security role.

✑ If the request has not been updated in four days, the request is escalated to the Controller. The account representative must be alerted when this occurs.



Requirements: Technical support/IT

✑ Support technicians must use Microsoft's existing knowledge base to resolve open issues.

✑ If an issue exists, support technicians must report the status of the issue on a weekly basis.

✑ If there is no existing support request, support technicians must create one for Microsoft evaluation.

✑ All software must be installed centrally when possible.

✑ The Dynamics 365 Finance and Operations production environment must have an update cadence of every second Saturday from 4-7 A.M. EST.

✑ Updates must be tested in separate environment.



Requirements: Account representatives

✑ Account representatives must be able to see only the relevant customer fields and records automatically from their dashboard.

✑ Account representatives must be able to export the list of customers to Microsoft Excel.

✑ Account representatives must be able to navigate to the customer master record for any editing or record entry tasks.

✑ The forms must be relevant based on each account representative's needs.

✑ Account representatives need a centralized location to see multiple data components.

✑ Account representatives require an offline list of their current customers in Excel with only the fields they need.

✑ The IT Director must reassign all instances of an account representative's customer contacts if the representative leaves the company.

✑ An alert must be sent automatically to an account representative when a credit is issued or any data is changed on a customer’s record.



Requirements: Financials

✑ Any refund must be printed as a physical check.

✑ All printers must be exclusive to the financial legal entity.



Issues

✑ Typing ‘pickle’ in the search box yields no returned results for the account representative.

✑ After the latest update, an account representative reports that he is no longer receiving alert notifications when a customer's contact is changed.

✑ An account representative has recently resigned.



You need to determine when and where the user regression testing should take place for new Dynamics 365 Finance releases.

When and where should the testing take place?

6. HOTSPOT

You need to configure the alert configuration for notification1.

Which alert configurations should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

7. 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?

8. A company delivers seafood to retail stores.

Refrigeration trucks send temperature and distance data from internet of Things (IoT) sensors over 5G. Data is written to an API endpoint in Microsoft Azure. The Temperature and distance data are stored in Common Data Service and edited in Dynamics 365 Finance.

You create model- driven apps to visual data. The apps support online and offline modes.

You must update the following:

* The shipment information in Dynamics 365 Finance based on delivery distance and real-time temperature readings from trucks

* The corresponding Common Data Service data with the latest shipment status

You need to update the shipment information.

What should you use?

9. HOTSPOT

You are a system administrator using Dynamics 365 for Finance and Operations.

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.

10. A company implements cymes 365 Finance on-premises. The company uses Microsoft Offer 2007.

The country/region address verifies a document originates must be included in the tower of Documents. Users must be able to edit the address for a document by using Microsoft Word Online.

You need to implement Busmen Document Management (BDM).

Which Two actions should you perform? Each correct answer present part of the solution

11. 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.

12. DRAG DROP

You are using Dynamics 365 Finance and preparing for a service update.

You must test the following solution components:

✑ Sales order entry process

✑ Dynamics 365 Finance custom development

You need to determine which type of testing is required for the solution components.

Which testing types should you use? To answer, drag the appropriate testing types to the correct solution components. Each 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.

13. CORRECT TEXT

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

You need to create a new number sequence named seq that meets the following requirements:

✑ Begins with the number 1

✑ Uses continuous numbers

✑ Uses a format of seq######

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

14. HOTSPOT

You need to implement a solution for the project task management.

Which tool or tools support the solution? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

15. 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.

16. You need to resolve the contact reassignment issue.

What should you search by?

17. You need to implement the testing feature to address the manufacturing business process concerns.

Which feature should you use?

18. 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.

A company’s Dynamics 365 Commerce production instance is updated monthly as new versions of the software are released.

The company needs to identify any potential issues in new releases. They do not have developers to help with this initiative.

You need to implement a way to regression test scenarios.

Solution: Use the Regression Suite Automation Testing (RSAT) framework with Azure DevOps to create regression test scenarios for critical business processes.

Does the solution meet the goal?

19. You need to enable the sales managers to consistently import their prospects.

Which tool should you configure?

20. 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.

A company’s Dynamics 365 Commerce production instance is updated monthly as new versions of the software are released.

The company needs to identify any potential issues in new releases. They do not have developers to help with this initiative.

You need to implement a way to regression test scenarios.

Solution: Place data packages that are related to data task automation in the individual Dynamics Lifecycle Services (LCS) asset library.

Does the solution meet the goal?

21. DRAG DROP

You need to configure regression testing and user notification processes for updates.

What should you use? To answer, drag the appropriate tools or apps to the correct scenarios. Each tool or app 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.

22. 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.

23. DRAG DROP

You are planning to perform testing during an implementation of Dynamics 365 Finance.

You need to identify the appropriate tools to support the testing.

Which tools should you use? To answer, drag the appropriate tools to the correct requirements. Each tool may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.

24. You need to configure the import methods for the sales representatives.

What should you do?

25. HOTSPOT

You need to resolve the sales representatives’ report data issue.

What should you do? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

26. You need to ensure that Liberty’s can use the business processes from Contoso, Ltd.

What should you do?

27. You are preparing to migrate data into Dynamic 365 Supply chain management.

You need to identify which tool to use for data migration activities. NOTE: Each correct selection is worth one point.

28. You need to configure the Canadian company’s Dynamics 365 Finance system to meet the applications and environment requirements.

How should you create the configuration?

29. You need to resolve the form personalization issues.

What should you do?

30. DRAG DROP

You are configuring a recurring integration in Dynamics 365 Supply Chain Management.

The released products entity is enabled for change tracking.

The integration must meet the following requirements:

• Export released product information using the recurring integrations capability within the data management framework.

• Export only released products assigned to item group A.

• Export only the released product, which has been amended since the previous export.

You need to configure the recurring integration.

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.

31. 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.

32. HOTSPOT

You need to identity the risk points that ate present one week poor to go live.

Which risk points should you discuss? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

33. HOTSPOT

A company implements Dynamics 365 for Finance and Operations. You create a new security role to cover the approval of vendor invoices.

You must prevent users who enter vendor invoices from approving the invoices.

You need to ensure that the compliance policy is enforced.

Which options should you use? To answer, select the appropriate option in the answer area. NOTE: Each correct selection is worth one point.

34. DRAG DROP

You are the project owner in a Lifecycle Services (LCS) project to deploy a Dynamics 365 for Finance and Operations environment.

The system must be configured to enable testers to record processes that become business processes 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.

35. A company plans to implement the case management feature of Dynamics 365 for Finance and Operations. You need to describe the scenarios in which you should use the case management tool.

Which three scenarios should be used? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

36. CORRECT TEXT

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

USMF plans to create reports for executives. The reports will compare the sales from a month this year to the sales from the same month last year.

You need to prepare the date intervals for the planned reports.

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

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

What should you do?

38. HOTSPOT

You must perform the data migration for User1 to meet the application and environment requirements.

What should you do? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

39. you need 10 determine the different entities that sales managers can use to import data rto an initial Excel template.

What are two possible ways to achieve this goal? Each correct

answer presents a complete solution. NOTE: Each correct selection is worth one point

40. You are preparing to morale data into Dynamics 365 Finance from an older system.

You must assign customer to specific receivables accounts by region. A custom field within the older system exists to assign the customer to a region.

You need to mac the customer data.

What should you do?

41. DRAG DROP

A company is migrating to Dynamics 365 for Finance and Operations from a legacy system. The company is creating new questionnaires for customers.

When the survey responses come in, the company wants to provide ratings as a foundation for a further discussion.

You set up questionnaire types, question types, and questionnaire parameters.

You need to design the questionnaire.

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

42. You must meet the requirements for frequently asked Questions (FAQs).

Which two features are required? Each correct answer presents part of the solution. NOTE: Cacti correct selection is worth one point.

43. HOTSPOT

You are a business process analyst using Dynamics 365 Finance.

You develop business processes for your organization.

You need to review standard business processes from similar industries and make modifications for your organization.

Which business process libraries in Lifecycle Services should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

44. You need to identify a mechanism to enable products for the sales street team application that meet the requirements.

Which tool should you use?

45. HOTSPOT

You need to meet the project manager's requirements for testing.

What should you do? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

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

Which two actions should you perform? Each correct answer presents a partial solution. NOTE: Each correct selection is worth one point.

47. CORRECT TEXT

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

You need to create a new number sequence named Fabrikam that will be used to invoice a new customer. The sequence number must support the manual entry of invoice numbers.

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

48. You set up Dynamics 365 for Finance and Operations.

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?

49. A company is implementing Dynamics 365 Finance.

The company wants to use Power BI as a reporting solution. The reporting must be embedded into the workspace.

You need to identify the data strategy that supports this requirement.

What should you use?

50. 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.

51. 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.

52. You need to determine chain applications are required for the Alpine SKi House solution.

Which Dynamics 365 apps should you use?

53. HOTSPOT

You need to identify the platform version that Liberty’s live instance uses as well as the update version they must use if they continue to delay updates due to reported issues.

Which answers should you give? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

54. DRAG DROP

A company is implementing Dynamics 365 Finance.

The company is evaluating role-based security for an accounting manager who must issue refunds to customers.

You need to select a security component for each requirement.

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

55. You need to troubleshoot the source of and reason for the errors reported by the sates representatives.

Which tool should you use?

56. 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.

57. You need to detail a business process for streaming 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.

58. DRAG DROP

Your company is using a highly customized version of Dynamics 365 for Finance and Operations.

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.

59. HOTSPOT

A company is deploying a second instance of Dynamics 365 Finance.

You export configuration and setup data from the existing instance. You observe the following issues:

When you export the account structures from the existing instance, only two of five account structures export.

When you import the workflow entity into the new instances, an error occurs.

You need to fix the export and import issues.

How should you fix he issues? To answer, select the appropriate options in the answer area.

60. HOTSPOT

You are implementing Dynamites 365 Supply Chain Management. You use the Regression Suite Automation Tool (RSAT) to test the solution.

You are planning to create the following test cases:

• Create a new purchase order

• Receipt the purchase order.

You need to complete the configuration to chain the test cases together.

How should you compete the configuration? To answer, select the appropriate configuration in the answer area. NOTE: Each correct selection is worth one point.

61. HOTSPOT

A company implements Dynamics 365 for Finance and Operations 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.

62. You need to troubleshoot the source of and reason for the errors reported by the sales representative.

Which tool should you use?

63. HOTSPOT

A company implements Dynamics 365 for Finance and Operations.

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.

64. 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 for Finance and Operations system administrator. You have a test environment that is used by several people at any given time.

You create a new data entity in your development and migrate the code to the test environment. In the test

environment, you are unable to find the data entity in the list.

You need to locate the data entity.

Solution: In the Data management framework parameter screen, refresh the Entity list.

Does the solution meet the goal?

65. You need to configure the customer service representative’s screen to meet the requirements.

Which three features must be configured? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.

66. A company is implementing Dynamic 365 Finance.

You must load configuration data from a previous version of Dynamic 365 Finance. You extract data from the previous system into a Microsoft Excel workbook. Each worksheet contains setup and configuration data that correlates to a specific data entity.

You load sites and warehouses from the worksheets into the data entities:

Another user makes changes to the workbook.

You need to load the updated version of the workbook into the current data project.

67. You need to recommend a solution to meet the regional managers workspace reporting requirements.

What should you use?

68. CORRECT TEXT

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

The pallets used by USMF can contain 12 boxes.

You need to create a unit of conversion for the boxes.

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

69. DRAG DROP

A multinational company has many legal entities and a complex organizational structure.

The management of the company wants to set up an organizational hierarchy to help improve efficiency.

You need to help create the organizational hierarchy.

In which order should you recommend that actions be performed to create an organizational hierarchy? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.

70. 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.

71. You are a Dynamics 365 for Finance and Operations security administrator.

Users are reporting that they cannot access a given form in the system.

You need to quickly identify what roles, duties, and privileges grant access to this form to determine the best course of action for granting access.

What should you do?

72. DRAG DROP

You need to identify potential issues with the security roles and new processes.

Which tools should you use? To answer, drag the appropriate tools to the correct requirements. Each tool may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.

73. HOTSPOT

You need to determine the testing type for the activities.

Which testing type should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

74. HOTSPOT

You need to implement a solution for the sales associates business process navigation training.

Which technologies should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

75. Which two features should you use to meet the customer exchange requirements? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.

76. You manage a Dynamics 365 for Finance and Operations environment. Users report slow queries, deadlocks, and crashes. You need identify which tool to use to troubleshoot.

What should you use?

77. Topic 4, Adventure Works Cycle



This is a case study. Case studies are not timed separately. You can use as much exam time as you would like to complete each case. However, there may be additional case studies and sections on this exam. You must manage your time to ensure that you are able to complete all questions included on this exam in the time provided.



To answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study. Each question is independent of the other questions in this case study.



At the end of this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section.



To start the case study

To display the first question in this case study, click the Next button. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment, and problem statements. If the case study has an All Information tab, note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer a question, click the Question button to return to the question.



Background

Current environment

Adventure Works Cycles is a high-end bicycle manufacturer in North America founded in 2010. The company has standard bicycles available year round in addition to limited-edition bicycle models released domestically several times per year to boutique retailers.



The limited-edition bicycles are the most successful. They have high margins, are in high demand, and have a fervent following with the younger bicycle community that wants to make a social statement. Most consumers become aware of the other Adventure Works Cycles bicycles through these limited editions.



Adventure Works Cycles wants to triple its manufacturing capabilities and expand to countries/regions in South America, Western Europe, and United Arab Emirates (UAE) over the next few years.



General

To facilitate these expansions, Adventure Works Cycles has decided to invest in Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and the Power Platform products to digitally innovate from a custom-built enterprise resource plan (ERP), and Microsoft Excel worksheets.

✑ Adventure Works Cycles sells only to North America and Canada but still cannot keep up with current demand. Over time, market expansion will be the only way to remain profitable.

✑ Expansion has been limited in the past due to legal requirements and regulations around document formatting and the lack of a developer.

✑ Adventure Work Cycles has no capabilities or budget to undertake any development past the Excel formula-level tasks.

✑ There are no formal change management procedures.



Sales

There are three distinct sales teams:

✑ An internal sales team (B2B)

- Sells to retailers.

- Submits orders via EDI, email, or call-in.

✑ A street sales team (B2C)

- Sells directly to high profile or social media influencer consumers.

- Provides customers with discounts or has marketing arrangements in exchange for driving sales to retailer-direct sales channels

- Submits orders by using email or call-in because pricing and terms must be negotiated.

✑ An Adventure Works Cycles administrative sales team

- Has same responsibilities and activities as the internal sales team.

- Coordinates the management activities of the B2B and B2C teams.



Products

✑ Before new bike models are unveiled through social media, it can be difficult for the street team representatives to show customers and retailers the new products with the most up-to-date information because the product is still being manufactured.

✑ Often the data and images for the products are out of date.

✑ The internal sales team uses the Dynamics 365 Supply Chain Management product from to show this information to customers.

✑ For questions about bike-specific warranties and service level agreements, consumers can contact Adventure Works Cycles directly through the active Adventure Works Cycles social media pages. The company expansion will put a strain on the manual interactions of answering questions.

✑ Information and attributes change often.



International compliance

Sales are currently restricted to the US only.



Requirements

General

No coding is in scope for the project.

✑ Change management operations need to be implemented.

✑ A One Version strategy needs to be implemented.

✑ The most critical business processes must never break when the software updates to the newest version.

✑ No third-party testing tools will be used. Adventure Works Cycles wants to use everything in the Microsoft stack if there is an option available.

✑ Because the company is at capacity with the overwhelming demand, the testing process must be done without users running through the processes every time the software updates.

✑ With the different bike configurations, Adventure Works Cycles would like to use a single business process but test against 10 different data configurations to streamline errors against data variations in the manufacturing process.



Data administrator

✑ A single person, the Adventure Works Cycle data administrator, will be tasked with owning all reporting and data tasks.

✑ This one person will need to intimately know all entities and fields, in addition to any changes in the new versions of the software.

✑ Adventure Work Cycles users will inquire with the data administrator about certain data they need to view. The data administrator needs to quickly search data entities by field names and advise users on how to extract data into their own Excel templates for ad hoc reporting and data management tasks.



Data migration

✑ The data cleansing and loading into Dynamics 365 will be done by the Adventure Works Cycles data administrator.

✑ With the many changes for the products and data, imports for the data loads must be repeatable and consistent.

✑ The different data loading components will all be done at one time.

✑ After the import order and cadence is done correctly in a test environment, that same process must be reliably replicable for the golden configuration, in addition to any environment refreshes going forward.

✑ Any errors on the data loading must identify the issue for the person to address and fix for future loads.



Sales

✑ The sales street team must be able to view and edit (only product descriptions) near real-time information form the Dynamics 365 system about products on their personal mobile phones.

✑ No street team representatives will have access to the Dynamics 365 Supply Chain Management application, but they must be able to enter orders and update customer information into the system without Adventure Works Cycles assistance.

✑ The Adventure Works Cycles internal sales support team must be able to see all street team sales orders entered to provide support, but the internal team should not see any information around the commissions configured on the orders.

✑ The sales support team must be able to see all orders and fields for the different sales teams. No other security differences from a Dynamics perspective are needed.



Products

✑ Warranty and Service Level Agreements stored in Dynamics 365 for the different products must not be exposed directly to sales representatives.

✑ The representatives must be able to pose questions from customers and retailers and get answers back almost immediately.

✑ Any opportunity to extend this type of product inquiry and support mechanism to customers and retailers must be evaluated.

✑ The data for all of the product information must be easily extractable back into Excel.



International compliance

✑ Payments and invoices inbound and outbound must be converted or translated to the correct localized format

✑ Regardless of regulatory compliance, the customer-facing business documents must have a unique template for each country that can be designed within Microsoft Office applications. These documents must be embedded in Dynamics 365 forms for data export and configurable by non-developers.



HOTSPOT

You need to identify technologies to help with the new release requirements.

Which technologies should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

78. 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.

79. Topic 2, Contoso. LtdCase Study



This is a case study. Case studies are not timed separately. You can use as much exam time at 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 prowled.



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 sectary you cannot return to this section.



To start the case study

To display the first question m 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

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

Contoso, Lid purchases a majority stake m Liberty's As part of this acquisition. Contoso, Ltd plans to implement Dynamics 365 Finance, Dynamics 365 Supply Cham 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 entitles that use all Dynamics 365 modules in a single tenant. Liberty s with exist within the Contoso. Ltd. tenant as its own legal entity and Lifecycle Services (LCS) project. AN environments are cloud based.



General

Contoso. Ltd. uses One Version tor detailed regression test planning. The testing plan is fully automated by using the Regression Suite Automation Tool 1RSAT). 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.



Environments

The following hilts are used to connect to Contoso, Ltd. s environments: Microsoft SharePoint: httpsyAibertys.sharenoint.com

Dynamics 365: httpsVAibertviAos.cloodaK.dynamics.com Microsoft A2ure Dev Ops https/Libertysvisualstudiocom Microsoft Office 365: https://Libertys-my.sharepoint com. The company uses the following Dynamics 365 version: 10.06/Update 30.



Current delivery







Business Processes/LCS

Liberty s needs lo 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.



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 then specific needs.



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.



Go Live/Cutover

• Go live axe. October 1.

• Cutover Sewn 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.



Software updates

The customer cannot take updates during their busy season from November 1 - December 3v 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.



Regression testing

There will be no dedicated 'egression 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.



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 m 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 I've. This hierarchy is exclusively for reporting purposes Customer surveys are conduced 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 Instinct 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.



HOTSPOT

You need to configure integration with Excel.

How should you complete the configuration? To answer, select the appropriate options in the answer area. NOT: Each correct selection is worth one point.

80. 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.

81. 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.

82. 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.

A company’s Dynamics 365 Commerce production instance is updated monthly as new versions of the software are released.

The company needs to identify any potential issues in new releases. They do not have developers to help with this initiative.

You need to implement a way to regression test scenarios.

Solution: Use the SysTest framework to create unit tests for critical business processes.

Does the solution meet the goal?

83. 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?

84. Topic 5, Alpine Ski



Case Study

This is a case study. Case studied are not timed separately. You can use at 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 lime 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 m 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 ate ready to answer a question, click the Question button to return to the question.



Background

Alpine Ski Mouse sells a variety of ski and outdoor equipment, including, apparel And digital content to retailers and wholesalers located in the United States. The central distribution center, accounting and customer service center are located in the company’s headquarters in the building in the state of Colorado. The company also has an additional warehouse in the state of New York. The company is known for its customer-friendly policies.



Current Environment

• Alpine-Ski Mouse currently has an outdated accounting system that is not connected to the New York warehouse.

• The warehouse system contains inventory quantities, but does not have costing, therefore the FiFO principles ere applied through spreadsheet calculations at month end.

• Alpine Ski Mouse has worked 10 create a future state roadmap as a foundation tor growth. They have decided to implement Dynamics 365 cloud applications and must limn, the amount of on-premises hardware as they are not starred for support. They are expecting to implement required devices for warehouse application to support WNS only.

• The customer service center places phone orders on behalf of wholesalers and retailers.

• The customer service team provides concierge services to the top 20 largest customers. Each customer service team member is assigned to 5 customers as the customer's dedicated customer service representative

• The call center has a phone system that records calls and Stores the call duration.

• Data is a combination of systems that are disconnected to include warehouse and

accounting. Customer records and consumer records are stored in the call center third - party system. Excel spreadsheets are used for consolidated reporting from these systems.

• Alpine Ski House enable business partners to place their own B2R orders on the web as well as manage their own users.

• The company has decided to expand distribution to Banff. Alberta and create a new operating legal entity in Canada- This expansion must be planned for as part of the solution, as it will be up and running six months after the initial US company is operating on the new applications.



Application and environment

• Required applications must align to the future state readmap.

• Business partner must have the ability to onboard their own user. for placing orders on the web.

• The Canadian company must use the same base data as the US operating company and must be set up in the same instance.

• Sales order history data must not be imported. Air current and future orders must be migrated to the new system.

• Master data for customers that be migrated from both the call center third party system a well as the according system. You identify the following requirement

The mapping fields for customer records in both systems are the same, except the accounting system which has three additional fields that must be mapped. Duplicate records must not be imported

• Cutover plan

• User1 reports that sales orders win be open and not shipped at the time of cutover to production. There are 20 orders expected to be open.



Customer Service

General

• Concirige customer service reps must be able to access customer records for all customers in their customer group.

• Customer service

• Security must be applied to the customer service reps as a group and must not be applied at the individual level.



Return policies

Sporiting equipment is warranted by the manufacturing and must not be returned to Alpine Ski house warehouse, Apline SAKI house does not strictly enforce this policy. Exceptions to the policy are allowed with manager approval.

Customer service must track reported issues with equipment to identify trends. Customer can exchange apparel, but refu reps must be able organize how information is presented when they sign into the new system.

nds must not be permitted. Any consumer exchanges must occur directly through Alpine call center and cannot be returned to a physical store.



Exchange policies

All consumer calls must be logged for tracking purposes, the customer service representative determine of there is an exchange or if the consumer should be redirected to the manufacturer. Digital content is final sale only. All Returns and replacement orders must be processed through the warehouse, Consumer information for returns and replacement order does not need to be stored.

The customer service reps must be able to view the order status for delayed shipments or orders that have been shipped but not invoiced. They need to have shortcuts to view this information.

Return or credits for a concierge customer that are not from consumer do not require notification to the concierge representative.

Web orders must be limited to B2B, and consumers wen access must do not notification to the concierge representative.

Web Orders must track the call minutes in the phone system by customer number.

The system must send the following notifications:

Dedicated concierge representative must be automatically notified when exchange has shipped. The concierge representative must set up the alert.

External customer must be notified of the new consumer exchanges. The notification must integration into the customer’s third-party dashboard and must not be sent as an email notification.



Customer Service

• The customer service center is overloaded with frequently asked questions (FAQs) that are consuming resources And creating issues with customer service levels.

• Alpine Ski Mouse has decided to deploy an automated (FAQs) website because they do not have sufficient staff resources to manage customer interactions. All automated interactions must be stored for 30 days.

• The company has decided to extend its concierge program 10 the top 25 customers. A new representative has been hired and requires the same screen layout as other team members.

• When new customers arc created in the system, the customer number must automatically pass to the call center phone system.



You must meet the call center phone system requirements for new customers.

What should you use?

85. HOTSPOT

A company is deploying Dynamics 365 Finance.

The company must migrate customer data from a third-party system to Dynamics 365 Finance. The third-party system creates a new customer record for every unique address.

Customers that have multiple addresses have the following conditions:

✑ CustomerA owns multiple subsidiaries that operate independently.

✑ CustomerB has multiple fully-owned locations and uses centralized receivables.

✑ CustomerC has multiple operational sites.

You need to migration strategy for the customer data.

How should you migrate the data? 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.

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

What is the root cause?

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

What should you use?

88. 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.

89. HOTSPOT

You manage a Dynamics 365 for Finance and Operations environment.

In preparation for being migrated into a new environment, data packages are being numbered in alignment with the default numbering formats in Lifecycle Services. A package is named 03.01.002.

You need to identify what this package contains. To answer, select the appropriate option in the answer area. NOTE: Each correct selection is worth one point.

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

What should you do?

91. 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 starting 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 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 Role to user assignments report.

Does the solution meet the goal?

92. You have the following Dynamics 365 Finance instances:





You must copy the configuration data from CompanyA to CompanyB.

Solution: Use Copy into legal entity.

Does the solution meet the goal?

93. 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.

94. DRAG DROP

A user attempts to view of vendors in Dynamics 365 Finance.

You collaborate with the user to access Dynamics 365 Finance. The user logs their device and credentials to show you the vendor list menu is missing. You log in an create a task recording on the user’s device. The recording shows you accessing the menu. You then upload the recording.

You need to use the security diagnostics tool on your device to gran the user permissions.

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

95. 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.

96. HOTSPOT

You receive an error when importing data into the pilot instance. You need to troubleshoot the error.

What should you do first?

97. 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.

98. HOTSPOT

You are configuring a new Dynamics 365 app deployment for a company.

The company has the following requirements:

✑ Create a rewards program for customers.

✑ Manage long-term relationships with customers through clienteling.

✑ Manage customer ledger entries to reconcile payments.

You need to select the appropriate app to use.

Which app should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

99. You need to load the data for the environment refresh activities.

Which location should you use?

100. HOTSPOT

You support custom functionality in Dynamics 365 Finance.

Your company requires that all solution be fully tested before they are deployed to production.

You need to use different testing types prior to deployment.

Which testing type should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worm one point.