Microsoft Dynamics 365 Exam MB-300 Updated Questions and Answers

1. Question Set 1

You are responsible for regulatory compliance for a Dynamics 365 Finance environment. You need to be able to search for regulatory features in Microsoft Dynamics Lifecycle Services (LCS).

What should you use?

2. DRAG DROP

A company is migrating to Dynamics 365 Finance 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.

3. DRAG DROP

An organization implements Dynamics 365 Finance. You need to determine where work items originate.

From which module do the following work items originate? To answer, drag the appropriate modules to the correct work items. Each module 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.

4. HOTSPOT

You are tasked with enhancing usability in the Dynamics 365 Finance deployment for an organization. The organization is evaluating different approaches, including using workspaces. You need to identify the goals of using workspaces.

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

5. 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.

6. You are a Dynamics 365 Finance system 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?

7. HOTSPOT

You are a Dynamics 365 Finance system administrator. Data must be filtered based on given criteria to help users quickly reduce the number of records. You need to identify the appropriate syntax to solve user requirements.

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

8. 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?

9. 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.

10. 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?

11. A company needs to be able to search for given addresses and remove all personally identifiable information about vendors, customers, and employees who might be in their system. You need to identify a tool to quickly accomplish this.

Which tool should you use?

12. DRAG DROP

A company requires data analysis for their business units from the default installation. You need to select the appropriate functional module area where the data analysis requirements will be

met by the system objects.

Which base reporting type objects should be used? To answer, drag the appropriate reporting type to the

correct requirements. Each reporting type to leverage 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. HOTSPOT

A company uses Dynamics 365 Finance. You review business processes and their associated requirements. These work items include bugs, tasks, backlog items, tests, and documents.

You need to perform the following tasks:

- Track the progress of your implementation project and associate various work items with requirements and business processes.

- Identify and publish bug fixes within your normal delivery schedule.

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

14. DRAG DROP

A company implements Dynamics 365 Finance. The company wants to automate some standard business practices and processes into the system.

A sales representative calls on a new customer and obtains an order. As part of the process, the representative must follow the standard procedure for onboarding a new customer by uploading the customer’s credit application to the company OneDrive for processing, create the new customer record, set a default minimum credit limit, and enter the new order using the company’s streamlined new-customer form.

After the credit application is approved by the finance manager, and the customer’s credit limit is updated in the system, the order will be released for fulfillment.

You need to determine which tool or functionality best fits the scenario.

Which feature or functionality 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.

15. A company plans to create a global address book and additional address books for each line of business.

You need to help add parties to the address books.

Which two party types can you use for both the global address book and the additional address books? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

16. Testlet 2

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

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

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

To start the case study

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

Background

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

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

Current environment: System and IT

- Dynamics 365 for Finance was recently updated.

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

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

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

Current environment: Customer Service

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

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

- Customers have multiple points of contact who can enter support tickets to the Relecloud portal.

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

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

Current environment: Technical Support/IT

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

- Microsoft Flow is used for automating different workstreams.

- Workflows are not configured for the technical support request flows in Dynamics 365 Finance.

- Management and history of technical support tickets are handled in a third-party issue management solution.

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

Current environment: Account Representatives

- Each customer is assigned a single account representative.

- Account representatives use multiple devices.

- Only account representatives have the ability to approve credits.

- All emails to customers come through their own Outlook instance.

Current environment: Finance

- Customers do not have invoice accounts.

- Only finance resources have the ability to enter credits.

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

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

Requirements: Technical support/IT

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

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

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

- All software must be installed centrally when possible.

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

- Updates must be tested in a separate environment.

Requirements: Account representatives

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

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

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

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

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

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

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

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

Requirements: Financials

- Any refund must be printed as a physical check.

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

Issues

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

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

- An account representative has recently resigned.

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.

17. 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.

18. Testlet 3

Background

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

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

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

Current environment: General

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

Current environment: Environments

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

- Microsoft SharePoint: https://Libertys.sharepoint.com

- Dynamics 365: https://LibertysAos.cloudax.dynamics.com

- Microsoft Azure Dev Ops: https://Libertys.visualstudio.com

- Microsoft Office 365: https://Libertys-my.sharepoint.com

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

Current environment: Operations

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

Current environment: Current Workflows

Requirements: Business Processes/LCS

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

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

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

Requirements: Data Import/Export

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

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

Requirements: Workflow

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

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

Requirements: Go Live/Cutover

- Go Live date: October 1.

- Cutover: Seven days before go live with daily delta imports occurring nightly. This process has been fully vetted and is operating properly.

- Data Packages to migrate: Two.

- Data Imports: Six hours total for all imports.

- Performance testing: Liberty’s team system administrator reports that they are not planning to conduct performance testing.

Requirements: Software updates

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

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

Requirements: Regression testing

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

Requirements: Workspaces

A standard workspace will be assigned to each regional manager.

The workspace will show the following information for stores associated with a regional manager:

- Single detailed view of multiple components of their sales data

- KPIs for regional sales goals

- Drill down capabilities to inquire about the data

- Any direct delivery special orders

- Any negative inventory items

Regional managers may personalize workspaces as needed.

Issues

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

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

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

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

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

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

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

What should you do?

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

What should you use?

20. Question Set 1

HOTSPOT

A company uses May 1 as the start of its fiscal year. You need to set up fiscal calendars and date intervals in financial accounting.

Which of the following attributes or purposes does each of the data configurations have? To answer, select the appropriate configuration in the answer area. NOTE: Each correct selection is worth one point.

21. HOTSPOT

You are a system administrator using Dynamics 365 Finance. You are responsible for troubleshooting workflows. You need to determine where workflows are failing based on error messages.

Which runtime is raising the error when the following activity and error occurs? To answer, select the appropriate runtime in the answer area. NOTE: Each correct selection is worth one point.

22. HOTSPOT

You are a consultant and set up Dynamics 365 Finance for local and multinational companies. You need to establish policy rules for purchasing.

What policy frameworks should you implement for each scenario? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

23. A company implements Dynamics 365 Finance.

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

What should you do?

24. A company implements Dynamics 365 Finance.

You are the primary approver for purchase requisitions that are greater than $500,000.

You are going on vacation for two weeks. You need to assign another user as the approver only for purchase requisitions greater than $500,000.

What should you do?

25. You are a Dynamics 365 Finance system administrator. You have 50 identified purchase order numbers that are not used in the system and are not being recycled.

Why they are missing is unknown. Purchasing operations is currently operating around the clock and no downtime can occur. You need to use the missing numbers in the system.

What should you do?

26. DRAG DROP

A company needs to set up its printers to work with Dynamics 365 Finance. You need to set up the printers for network printing from the Dynamics 365 client browser.

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

27. HOTSPOT

You use different elements to construct a workflow. You need to identify which workflow element to use for each scenario.

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

28. HOTSPOT

You work with a systems administrator for Dynamics 365 Finance. The system has been configured to prompt users for how they want to send emails based on the given

scenario they are encountering. In certain situations, they will want to generate an email to forward to an account executive who doesn’t have access to Dynamics 365 for Finance and Operations. Other times, the emails should be either sent as an attachment to a user email or through a generic no reply email.

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

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

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

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

Each legal entity has the following setup:

- Users

- Products

- Customers

- Tax authorities

- Payment terms

- Human Resources data

- Site-specific stock ordering

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

What should you do?

30. You are a Dynamics 365 Finance system administrator. You have production and testing environments. You move the workflow from the testing environment to the production environment. The workflow in the production environment is stuck in a wait state. You need to resolve the issue with the workflow in the production environment.

What should you do?

31. A company implements Dynamics 365 for Finance.

They need additional information and want a subledger to record information for additional reporting rather than customizing all reports. You need to set up the posting to accommodate the need for a subledger.

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

32. You are a systems administrator at a company that has implemented Dynamics 365 Finance. New employees are starting at the company. You need to extend the electronic signatures functionality to them.

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

33. HOTSPOT

A company has complex security requirements. You are asked to set up security access for users. You need to identify the main attributes for security role, duty, privilege, and permissions.

Which of the following attributes does each of the security components have? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

34. You are a Dynamics 365 Finance system administrator.

The expense department relies heavily on properly operating workflows. If there is a failure in the workflow, the issue needs to get resolved quickly. You need to make sure that the system actively tracks the status, so the support team can monitor and take actions against any failures.

What should you do? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

35. A multinational company plans to implement centralized procurement using purchase requisition workflows. Multiple workflows must be of the same type. Each region must use its own purchase requisition workflow. You need to implement the workflows.

What should you do?

36. 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?

37. You set up Dynamics 365 Finance. Your organization will use email with the application. You need to ensure that email will be sent using typical secure settings.

What setting must be set up as specified?

38. You are a Dynamics 365 Finance systems analyst.

A user configures an alert for purchase orders that have a delivery date of two weeks away.

However, batch alerts are not being sent. You need to troubleshoot why alerts are not processing.

What two actions may be the cause for alerts not being sent? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

39. DRAG DROP

You are configuring the address books for a company's accounts receivable, accounts payable, and retail operations. You need to configure the appropriate address books to meet various requirements.

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

40. HOTSPOT

You set up a new instance of Dynamics 365 Finance. The IT department needs to track requisitions for new equipment by using unique identifiers. Due to regulatory requirements, the unique identifiers must not have missing values. Everyone in the organization will make requisitions using the unique identifiers.

You need to establish unique identifiers.

What application features should you use? To answer, select the application feature to match the parameter in the answer area. NOTE: Each correct selection is worth one point.

41. HOTSPOT

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

Use the drop-down menus to select the answer choice that answers each question based on the information presented in the graphic. NOTE: Each correct selection is worth one point.

42. HOTSPOT

You want to enhance usability in the Dynamics 365 Finance deployment for your organization. Your environment has been configured using default components. You set up filters on the channel

deployment workspace. You need to use the correct UI filter.

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

43. HOTSPOT

You are tasked with setting up Case management in the Dynamics 365 Finance deployment for your organization.

Your organization must use cases to track defect and enhancement reports for products, so that engineers can improve products over time. Only appropriate employees within the organization should have access to cases and related information.

- Call enter employees create thousands of service cases and ensure that the proper resources are allocated for each service.

- Service department employees fix cases created by the call center and create cases for defects and enhancement suggestion when they identify them.

- Engineers review the cases from the service department while planning and designing the next version.

You need to configure the tool to enable tracking of service cases and product defects and enhancements.

Which Case management settings should you choose for each category or categories? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

44. A company plans to implement the case management feature of Dynamics 365 Finance.

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.

45. You are a Dynamics 365 Finance system administrator.

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

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

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

What happened to the data?

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

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

What should the user do?

47. HOTSPOT

You are a system administrator using Dynamics 365 Finance. You work in a project-based organization. Each project has an approval process that will be assigned to different users of the system. Approvals are processed based on documents. Within those documents are different line items. Each line item may have a different approver. You need to validate if the proposed action will satisfy the requirements.

For each of the following solutions, select Yes if the action meets the requirements. Otherwise, select No. NOTE: Each correct selection is worth one point.

48. HOTSPOT

A company implements Dynamics 365 Finance. It must set up the system to be ready for entering inventory items. You need to select which unit of conversion fits the scenario.

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

49. You are a systems administrator for a Dynamics 365 Finance environment.

You need to configure an alert to notify the person responsible for deliverables that production may be delayed and deliveries to production are postponed.

For which object should you configure the alert?

50. HOTSPOT

You are a Dynamics 365 Finance system administrator. Account managers need to use workspaces to monitor key pieces of data for customers and to navigate to forms for further actions. You need to include workspace elements to achieve these needs.

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