Topic 1, First Up Consultants

Overview

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

Overview

First Up Consultants provides Commercial Cleaning services to its clients. The company purchases all its cleaning supplies from Best For You Organics Company.

First Up Consultants is using a cloud-based Dynamics 365 Finance instance. The system has a foundation table named CashDisc that contains one cash discount record for each cash discount type.

Best For You Organics Company invoices First Up Consultants and allows cash discounts based on how fast an invoice is paid. First Up Consultants is entitled to a two percent discount from Best for You Organics for any invoice that is paid within 10 days and has a minimum invoice amount of $2,500.

Business requirements

All new and extended objects must be located in an existing model named FinanceExt. The creation of new models is not permitted.

Best For You Organics Company requires that First Up Consultants apply specific minimum invoice amounts to each cash discount record. A cash discount may only be applied when the minimum invoice amount requirement has been met. The new field must be added to the CashDisc form grid with the allowable visible number of characters set to 10.

First Up Consultants must retrieve the required Cash Discount methods and corresponding minimum invoice amounts directly from Best For You Organics Company’s enterprise resource planning (ERP) system.

The Chief Financial Officer (CFO) requires the following reports:

– A report that shows all outstanding invoices, their cash discount types including the new minimum threshold applicable, and the amount of the discount. The report must only be accessed by users who are members of the Accounts Payable Manager role.

– You must create a Microsoft Excel workbook that lists unpaid invoices to Best For You Organics Company that have a due date earlier than 5/1/2019 and an Invoice Amount between $20,000 and $100,000.

Cash discounts for unpaid invoices must be updated with the new minimum invoice amounts.

Financial requirements

Vendor Invoices Past Due form

You must be able to filter the grid on the Vendor Invoices Past Due form. By default, you must filter the form based on the Due Date, Invoice Amount, and Vendor columns. Users must be able to apply reusable user-specific filters to a page using multiple fields.

CashDisc form

You must extend the CashDisc form to add a new field named MinimumInvoiceAmount to the form. You must add a new Extended Data Type to the extension model for the new field. The new field must be added above the discount method field. The field must display 10 characters.

The accounts payable manager and the accounts payable clerk have Delete access to the form. You must after permissions to limit accounts payable clerks to have only View access to the form.

Cash Discount Records report

You must create a report that shows a list of CashDisc records. You must include the MinimumInvoiceAmount field and filtered data by using the CashDisc.DiscMethod field. Applicable security objects must be created in the existing “FinanceExt” model and configured so the report is accessible by those users to the accounts payable role.

Batch jobs

You must create a batch job that runs on the last day of each month to update the current unpaid invoices with changes in the minimum invoice amount.

The job must meet the following requirements:

– Accept the following parameters: Vendor, DueDate.

– Be callable by an Action menu item.

– Allow users to specify vendors to include in the job.

– Use SysOperation Framework for all batch jobs.

You must create a batch job to identify modified CashDisc.MinimumInvoiceAmount values and apply these to open Purchase Lines.

HOTSPOT

You need to configure security for the CashDisc form.

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

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Correct Answer:

You have an enumeration named truckStatus that has the following statuses:

✑ Empty

✑ Loaded

✑ Completed

You have the following code:

You need to add the following statuses to the enumeration: Quarantine, InTransit

What should you do?

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You need to update the CashDisc report to meet the requirements.

What should you do?

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You need to configure models for the project.

What are two possible ways to achieve the goal? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

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HOTSPOT

You need to modify the CashDisc form to meet the requirements.

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

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Correct Answer:

Explanation:

Scenario: CashDisc form

You must extend the CashDisc form to add a new field named MinimumInvoiceAmount to the form. You must add a new Extended Data Type to the extension model for the new field. The new field must be added above the discount method field. The field must display 10 characters.

Box 1: extension

To add a new field to an existing table, you must first create a table extension.

Box 2: field

Box 3: field group

Box 4: data source

Often, the information that is stored in existing tables doesn’t satisfy customer requirements. Therefore, additional tables must be created, and data from those tables must be shown on pages.

You can add new data sources to existing forms through extension.

Follow these steps.

✑ In the extension model, create a form extension for the selected form.

✑ Right-click the form extension, and then select New Data Source.

Reference: https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/extensibility/add-datasource

You need to configure filtering for the Vendor Past Due Invoices form.

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

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You need to modify the environment to meet User1’s requirements.

What should you do?

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DRAG DROP

You need to create the outstanding invoice report for the CFO.

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

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Correct Answer:

Explanation:

Scenario: The Chief Financial Officer (CFO) requires the following reports:

A report that shows all outstanding invoices, their cash discount types including the new minimum threshold applicable, and the amount of the discount. The report must only be accessed by users who are members of the Accounts Payable Manager role.

Box 1: DataContractAttribute

DataContractAttribute C This attribute is applied to an X++ class and specifies that the class can be used as a data contract (that it should be serialized).

Box 2: DataMemberAttribute

DataMemberAttribute C This attribute is applied to a parm (parameter) method on an X++ data contract class and specifies that the data member should be serialized.

Box 3: SRSReportParameterAttribute

You set the SRSReportParameterAttribute attribute to the data contract you created for the RDP class.

Reference: https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/how-to-use-a-report-data-provider-class-in-a-report

Topic 2, World Wide Importers

Overview

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

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

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

To start the case study

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

Background

Wide World Importers sell office supplies, furniture, and fittings to their customers across the United States.

The company has the following locations:

– a retail store in Seattle

– a warehouse in Seattle

– a customer support and call center in Atlanta

– a team of field workers that provide furniture installation services at customer sites.

Wide World Importers plans to implement Dynamics 365 Finance and Microsoft Azure cloud platform features.

Current environment

Customers may place orders by email, phone, or by using the company’s website. The company authorizes and processes credit card transactions by using a web-based application. Customer, inventory, supplier, and other master and transactional data is stored in a legacy database.

The company collects feedback from customers by phone or a form on the company’s website and maintains the data in a Microsoft Excel workbook.

Wide World Importers runs on-premises applications to manage payroll and workers compensation. The company has a set of Microsoft Power BI dashboards that present data from a reporting database.

The company creates a Lifecycle Services (LCS) implementation project and completes Dynamics 365 Finance onboarding.

The company maintains production, quality assurance (QA), development, user acceptance testing (UAT), and build environments.

Requirements

General

– You must configure a cloud-based Dynamics 365 Finance development environment and enable code extension that support updates.

– You must configure version control and a Build environment.

– You must migrate all legacy data to the new system.

– You must implement best practices for X++ coding, the data model, caching, and security.

– All new code must be unit tested in a development environment and then validated by the QA team before code is added to source control.

Business processes

– You must configure vendor trade agreements.

– Products must be shipped directly from suppliers to customers depending on customer location to save indirect costs.

– You must collect customer feedback on products shipped directly from vendors.

– You must deploy code to a UAT environment for testing before deploying code to production.

– You must validate all entries for the purchase order creation form.

– You must develop a web portal that allows customers to browse products, place orders, and check order status. Product data for the web portal must be integrated as periodic batches.

Business systems

– You must install and configure a third-party solution for credit card processing within Dynamics 365 Finance. The third-party company will provide a deployable package.

– The workers compensation application must be able to call an API to update worker compensation details in Dynamics 365 Finance.

– You must develop a process to import payroll journals into the system.

– You must configure the warehouse mobile device portal for warehouse operations.

– You must install a third-party solution to support web portal integration. The solution is supplied as a source code model file.

Vendor exclusion list

You must develop a new solution to maintain a Vendor exclusion list for each customer and item combination.

The solution must meet the following requirements:

– Isolate all new vendor exclusion codes as a new assembly by creating a table named VendExclusions.

– Create an index for the table named PrimaryIdx that uses the following fields: CustAccount, ItemId, VendAccount.

– Ensure that users can open the Vendor Exclusion list report from the customer master form. The list must display the customer account, Item ID, and Vendor account fields.

– Implement the Excel integration for the Vendor Exclusion List form.

– Provide functionality to periodically export the Vendor exclusion list to prepare reports by using standard reporting capabilities of Dynamics 365 Unified Operations.

– Develop necessary security permissions to view and maintain the new Vendor exclusion list functionality and reporting. Users with maintain rights will be able create, update, and delete the exclusion list. Permissions must be assigned to security roles to match company security model.

– Maintain referential integrity with other tables.

– Users must be presented with a warning message before a direct delivery purchase order is created for a vendor in exclusion list.

– Sales managers must be alerted when a new exclusion record is added to the system.

Security

– You must implement the record level audit feature to identify the users who created the record.

– Grant specific users rights to maintain the vendor exclusion list by using Excel.

– You must implement validation to check whether a proposed direct delivery purchase order vendor is on the exclusion list for the customer and product combination.

Issues

User1 is not able to access many features in the system. You must provide User1 administrator rights. A sales manager suspects a data-related issue in the vendor exclusion list. User1 must identify the user who created the referenced exclusion records.

Developer2 joins the company and does not have access to a development environment or source control. User2 reports performance issues when they generate direct delivery purchase orders after current updates are applied.

User2 reports that they cannot access new functionality and reports.

You need to meet the requirements for the purchase order creation form.

What are two possible ways to achieve this goal? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

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You need to implement the migration requirements.

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

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