You need to recommend a solution to send notifications to club members and non-members.

What should you recommend?

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HOTSPOT

You need to recommend which type of Dynamics 365 licenses are needed.

What should you recommend? 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:

Box 1: Base, Finance, and Supply Chain Management licenses

Only the President/CEO, CFO, COO, Controller and VP Operations users must be able to access finance and warehouse features.

Box 2: Base and Supply Chain Management licenses.

Warehouse users must only have access to warehouse function. All other users must have access to finance functions.

Box 3: Base and Sale Professional licenses

The company holds events for club members in the tasting room and ships both full cases and individual bottles to members. The tasting room is not treated as a retail store. All sales to club members only and purchases must be made on-account.

The tasting room will not have mobile scanners.

Box 4: Device licenses

The distribution center must have mobile scanners for the warehouse.

Topic 3, Margie’s Travel

Case Study

Background

Margie’s Travel company (http://www.margiestravel.com/) provides travel services to consumers. These services include package offers, special deals, and excursion add-ons such as jet ski and horseback rides in Jamaica. Margie’s Travel negotiates rates with multiple vendors and secures bundled pricing for consumers, serving as a travel broker. Margie’s Travel only sells services and does not have any tangible products or merchandise.

Margie’s Travel began in 1994 when Margie, CEO, and president, planned group trips for her friends in the United States (US). As this grew organically. Margie’s created a second company based in Jamaica, followed by the acquisition of a third company in the United Kingdom (UK). The company has grown fast challenging the current systems that support the business model. Margie has determined it is time to implement Dynamics 36S Finance.

Applications and environment

The current system has the following structure:

• In the US. employees use Software

A accounting software, which is a desktop installation package for small businesses and single users.

• In the UK. employees use Softwares, ERP (enterprise resource planning) software installed on local servers. The cost of maintaining Software B licensing is high, and Margie’s Travel has decided against the software and associated overhead costs.

• In Jamaica, employees use Software

C a homegrown application based on spreadsheets, local sales representatives use pen and paper in the field.

• Margie’s Travel employees use personal email addresses and chat tools and text each other directly due to the lack of corporate tools.

• IT department resources are located in the US and are responsible for management of all software support.

• Margie’s Travel company does not have standardized processes across the organization.

• The manager in each country/region is responsible for system downtime. This has proven to be a challenge due to the multiple time zones across the organization and the centralized IT department.

Vendors and purchasing

As customers purchase packages. Margie’s Travel can claim rebates with the providing vendor for every package sold. The rebates are claimed quarterly, and internal workflows have been established for approval prior to vendor submission. The workflows for package offerings eligible for rebates can be complex. User2 has created Visio diagrams for the associated approval processes.

Customer relations

• Customers exist in all three current countries/regions where Margie’s Travel operates.

• Margie’s Travel offers consumers a loyalty program. Consumers can earn points per dollar spent across all in countries/regions in which Margie’s operates. The loyalty program is currently managed by using a spreadsheet.

Application and environment

• All three countries/regions must use Dynamics 365 Finance.

• The system must allow for updates to be applied at the same time as they are periodically released.

• Margie’s Travel requires that the new business processes be standardized and follow industry best practices.

• Margie’s Travel requires implementation of Office 365 and Microsoft Teams to streamline operations. The IT department will be responsible for troubleshooting these applications, along with Dynamics 365 Finance.

• The infrastructure team must ensure that separate environments are created for development and build, prior to moving to test and eventually gold environments.

• The infrastructure team must move the code for the loyalty program to a test environment.

• The CTO has directed the infrastructure team to guarantee they are on the most current version available at the time of go-live.

• The go-live activities must be coordinated across all countries/regions, with data validation planned for each time zone.

• Once user acceptance testing (UAT) has been completed, the project manager must report the number of tenants for production to Microsoft.

• A report must show seasonality and weather patterns so that Margie’s Travel does not offer excursions during timeframes where severe weather is predicted.

• Sales representatives in the field will only be licensed for Microsoft 365 and Microsoft Power Platform.

Customer relations

• Customers must be identified with the same customer ID across all companies and systems, and automatically update cross-references as new records are created.

• Margie’s Travel wants to enable customer self-service in the future for customers based in the US and UK. This feature is not planned for the initial system rollout: however, the CIO has asked that the roadmap be created for Dynamics 365 Customer Service and Dynamics 365 Commerce applications in the future. In addition, the CIO wants to ensure that the old customer numbers can be matched to a new standardized format.

• New customers in Jamaica must be reviewed and approved due to frequent customer

data discrepancies. The sales representatives in the field will enter information that must be routed to validate against existing data.

Vendor negotiations

• The rebates cannot be claimed because disparate systems today do not allow for consolidation to ensure that thresholds are met to claim rebates.

• The accounts receivable and accounts payable departments are unclear about the workflows associated with the rebate process. User2 must ensure that representatives from each department validate that they have tested their respective steps in the overall process. Testing feedback must be communicated to User2.

Customer relation

• Customers must be identified with the same customer ID across all companies and systems, and automatically update cross-references as new records are created.

• Margie’s Travel wants to enable customer self-service in the future for customers based in the US and UK. This feature is not planned for the initial system rollout: however, the CIO has asked that the roadmap be created for Dynamics 365 Customer Service and Dynamics 365 Commerce applications in the future. In addition, the CIO wants to ensure that the old customer numbers can be matched to a new standardized format.

• New customers in Jamaica must be reviewed and approved due to frequent customer data discrepancies. The sales representatives in the field will enter information that must be routed to validate against existing data.

HOTSPOT

You need to recommend a solution to meet the requirements for extreme weather.

What should you recommend? 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:

Box 1: Configurable business documents (CBD)

One of the top pain points reported by customers is the absence of a business user experience to customize printable business documents. By using Microsoft Office-based templates, we provide customers with predefined documents in the most familiar tools available in the market to customize business documents. This also opens the door to create a marketplace around standard and regulatory business documents that are tailored for specific industries or regions not covered by Finance and Operations apps.

Box 2: Microsoft Power BI

A report must show seasonality and weather patterns so that Margie’s Travel does not offer excursions during timeframes where severe weather is predicted.

Microsoft Power BI is a suite of business analytics tools that let you analyze data and share insights. By using Power BI tools, you can explore data and quickly create rich reports and dashboards. You and your colleagues can then use the reports interactively on many devices.

You can create high-volume, near-real-time "operational Power BI reports" by using Entity store.

Microsoft Power BI content that partners and independent software vendors (ISVs) developed can be embedded directly into the Microsoft Dynamics 365 Finance

Reference:

https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/finance-operations-crossapp-capabilities/configurable-business-documents-reporting-word-excel

https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/electronic-reporting-configuration

HOTSPOT

You must recommend a solution to meet the requirements for User2.

What should you recommend? 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:

Box 1: Business process modeler

Business process modeler (BPM) in Microsoft Dynamics Lifecycle Services (LCS) is a tool that you can use to create, view, and modify repeatable implementations that are based on business process libraries. BPM helps you align your business processes with industry-standard processes that are described by the American Productivity & Quality Center (APQC). You can perform fit-gap analysis between your business requirements and the default processes in Finance and Operations apps. Additionally, you can add new business processes that aren’t already defined.

BPM is compatible with the following products:

Microsoft Word C You can generate documentation for business processes.

Microsoft Visio C You can export business process maps to Visio files.

Note: Vendors and purchasing

As customers purchase packages, Margie’s Travel can claim rebates with the providing vendor for every package sold. The rebates are claimed quarterly, and internal workflows have been established for approval prior to vendor submission. The workflows for package offerings eligible for rebates can be complex. User2 has created Visio diagrams for the associated approval processes.

Box 2: Regression suite automation tool (RSAT

The Regression suite automation tool (RSAT) significantly reduces the time and cost of user acceptance testing (UAT) of Finance and Operations apps. UAT is typically required before you take a Microsoft application update, or before you apply custom code and configurations to your production environment. RSAT lets functional power users record business tasks by using Task recorder and then convert the recordings into a suite of automated tests, without having to write source code.

Note: The accounts receivable and accounts payable departments are unclear about the workflows associated with the rebate process. User2 must ensure that representatives from each department validate that they have tested their respective steps in the overall process. Testing feedback must be communicated to User2.

Reference:

https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/lifecycle-services/bpm-overview

https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/perf-test/rsat/rsat-overview

You need to recommend a solution to meet the requirements for the globalization features.

Which feature should you recommend?

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HOTSPOT

You need to define the loyalty process gap.

What should you configure? 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:

Margie’s Travel offers consumers a loyalty program. Consumers can earn points per dollar spent across all in countries in which Margie’s operates. The loyalty program is currently managed by using a spreadsheet.

Box 1: Corporate libraries

Note: The infrastructure team must move the code for the loyalty program to test environment.

It’s important to note that you can browse a Business process modeler (BPM) library that is a global library or a corporate library. However, before you can edit and work with a BPM library, it must be part of your project in Microsoft Dynamics Lifecycle Services (LCS). Libraries that are distributed by Microsoft appear under Global libraries, whereas libraries that are published by your organization appear under Corporate libraries.

Box 2: Create business process

Margie’s Travel learns that the loyalty program across multiple countries is not a standard industry process and is not a standard feature in Dynamics 365 Finance.

There are several ways to author a BPM library. You can do so from scratch either building directly in the client or by importing an Excel template.

Reference: https://d365ffo.com/2021/08/11/ax-d365fo-create-edit-and-browse-business-process-modeler-bpm-libraries/

HOTSPOT

You need to recommend solutions to meet the ClO’s requirements (or the customers and the roadmap.

What should you recommend? 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 recommend a solution for the chief technical officer (CTO) What should you recommend?

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You need to define Margie’s Travel legal entity and tenant structure in the solution blueprint.

What should you define?

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DRAG DROP

You need to recommend a solution to meet Margie’s consolidation requirements.

What should you recommend? To answer, drag the appropriate solutions to the correct requirements. Each solution 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.

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Correct Answer:

Explanation:

Box 1: Consolidation company

Eliminations can be reported in multiple ways:

* A separate company can be created and used to manually determine and post elimination transactions. This company can be used in the consolidation process or in financial reporting.

* Elimination rules can be set up in the system.

* The accounts and financial dimensions that are used to determine intercompany activity can be filtered on a row definition or column definition in Financial reporting, and full drill-down capabilities can be used.

Box 2: Financial reporting

There are multiple options for consolidating data:

* Financial reporting C This option enables consolidation of transactions and balances, and can be generated at any time. Multiple levels of hierarchies can be created, and multiple reporting currencies can be viewed.

* Consolidate online C This option consolidates daily balances by the selected accounts and dimensions, and stores them in a consolidation company.

* Consolidate with import C This option imports balances into a consolidation company.

Export company balances

Note: The CEO is considering the acquisition of additional companies in the same countries as the current companies. The consolidation structure may change within the first 90 days of go-live.

Margie’s does not want to finalize the consolidation structure for a hard-close at month’s end until this has been finalized.

Reference: https://docs.microsoft.com/en-us/dynamics365/finance/budgeting/consolidation-elimination-overview