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

Which tool should you configure?

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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

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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.

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Correct Answer:

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

Which tool should you use?

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

Which tool should you use?

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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.

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Correct Answer:

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.

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

What should you do?

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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.

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Correct Answer:

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

Which location should you use?

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