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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 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.

2. 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.

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

What should you do?

4. 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?

5. You need to resolve the contact reassignment issue.

What should you search by?

6. 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.

7. 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?

8. 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.

9. 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.

10. 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.

11. 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.

12. 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 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.

13. 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.

14. 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.

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

What should you use?

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

What is the root cause?

17. 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.

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

What should you do?

19. 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.

20. 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.

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

What should you do?

22. 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.

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

What should you use?

24. 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

25. 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.

26. You need to resolve the form personalization issues.

What should you do?

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

What should you do?

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

Which tool should you configure?

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

Which tool should you use?

30. 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.

31. Topic 4, Misc. Questions

CORRECT TEXT

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

You need to ensure that human resources managers can approve absences for employees.

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

32. 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.

33. 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 configuring a Dynamics 365 for Finance and Operations environment.

You must set up Microsoft Excel data exports.

You need to verify that the solution will result in a successful export of data to Excel.

Solution: Use Open in Excel to open an entity form that does not share the same root data source by implementing the ExportToExcellGeneratedCustomExport interface.

Does the solution meet the goal?

34. CORRECT TEXT

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

You recently configured all the sales taxes of USMF.

You need to validate the sales taxes by creating a sales order. The sales order must contain the following information:

✑ Customer: Contoso Retail Los Angeles

✑ Product: T0001

✑ Quantity: 1

✑ Size: 10

To validate your result, create a proforma invoice for the sales order and save the invoice in Microsoft Excel format to the DownloadsSales folder.

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

35. A company implements Dynamics 365 for Finance and Operations.

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

You need to configure the system.

What should you do?

36. A company implements Dynamics 365 for Finance and Operations.

The company's purchasing agents must be able to create purchase orders for a first-time vendor.

All new vendor requests must be reviewed and approved by the accounts payable manager.

A workflow must send an email to the accounts payable manager and the senior accounts payable clerk notifying both when a vendor application is waiting for approval. The workflow must be configured to account for people changing job roles.

You need to configure the system to meet these requirements.

What should you do?

37. You develop a new purchasing solution for a Dynamics 365 for Finance and Operations environment.

You must provide functional test passes for the purchasing solution.

You need to plan a production environment test flow for the purchasing solution.

What three steps should you verify in the functional passes of the purchasing solution?

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

You use Lifecycle Services (LCS) for your deployment. The company currently has multiple methodologies assigned to various projects. One methodology is incorrectly assigned and must be changed.

You need to change the methodology on an existing project.

Which two options can you use? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

39. 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.

40. A company implements Dynamics 365 Finance.

The implementation team must build acceptance scripts to make sure that common business use cases can be performed in the new system. They must test use cases by stepping through required tasks, organized by functional hierarchy.

You need to create User Acceptance Testing (UAT) tests in Lifecycle Services (LCS) that can be easily repeatable.

What should you use?

41. 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 for Finance and Operations.

The implementation must:

✑ Use an iterative approach

✑ Integrate with real-world data

✑ Enforce standards and governance

✑ Implement multiple rounds of feedback

You need to deploy and validate the implementation.

Solution: Deploy the out-of-the-box solution. Enable users to customize the solution based on individual user scenarios.

Does the solution meet the goal?

42. DRAG DROP

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

The company sets up a new legal entity and wants to update the main page of the entity with a large banner containing the company logo.

You need to configure the new legal entity to display this.

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.

43. HOTSPOT

You are a project manager using Dynamics 365 for Finance and Operations 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.

44. You are working as a functional consultant in a new Dynamics 365 for Finance and Operations environment.

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

Each legal entity has the following setup:

✑ Users

✑ Products

✑ Customers

✑ Tax authorities

✑ Payment terms

✑ Human Resources data

✑ Site-specific stock ordering

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

What should you do?

45. CORRECT TEXT

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

You need to modify which default webpage is displayed when you access the system so that the Employee Self Service Portal is displayed by default.

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

46. HOTSPOT

You work with a systems administrator for Dynamics 365 for Finance and Operations.

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

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

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

47. 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.

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

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

Which three actions should you perform? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.

49. DRAG DROP

Your company acquires hundreds of partnerships after it purchases a separate company.

The separate company stores the partnership records in a legacy system.

You export Partnership and PartnershipGroup files from the legacy system into Microsoft Word format. You create Partnership and PartnershipGroup entities.

You need to import the partnerships into Dynamics 365 for Finance and Operations.

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

50. A client runs Dynamics 365 Finance.

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

You need to implement the new functionality.

What should you do?

51. 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.

52. CORRECT TEXT

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

You plan to create several customer approval workflows.

You need to configure the system to support customer approvals.

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

53. A company plans to set up an organizational hierarchy to manage organizational relationships. You need to identify which organizational purpose to use.

What purpose can you assign to an organizational hierarchy?

54. DRAG DROP

You set up a new installation of Dynamics 365 for Finance and Operations for a Fortune 500 company. The company is organized into divisions.

You need to design the structure in the application.

What application features should you use? To answer, drag the appropriate setting to the correct drop targets. Each source 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. A company warns to display a warehouse's performance metrics on a Power Bl dashboard on a display In the warehouse. You need to connect the Power Bl instance to the Dynamics 365 Supply Chain Management instance that the warehouse uses.

Which three actions should you perform? Each correct answer presents part of the solution. NOTE Each correct selection is worth one point.

56. HOTSPOT

A company uses finance and Operations apps.

The company wants to use Power BI to view the actuals versus budget amounts of

the current fiscal year. This requires handling several million transactions.

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

You need to identify which solution components meet these requirements.

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

57. You set up security roles for the users in a company.

You must use standard security roles when possible.

You need to identify the standard security roles.

Which of the following can you assign to a user as a standard security role?

58. 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: Restart the Application Object Server (AOS) of the test environment.

Does the solution meet the goal?

59. CORRECT TEXT

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

Another functional consultant attempts to create an export job in the system. The consultant reports that the export job fails and the path is unavailable.

You need to modify the data export settings to resolve the issue.

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

60. CORRECT TEXT

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

You need to ensure that when you purchase item number 1000 named Surface Pro 128GB, you can request a single unit or a box of eight units.

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