Microsoft MB-700 Microsoft Dynamics 365: Finance and Operations Apps Solution Architect Online Training

Topic 1, City Power and Light Case Study

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

City Power and Light is a publicly traded electric utility company. The company has a corporate office, four regional field offices, two subsidiary companies that produce solar energy, and one wind power subsidiary. City Power and Light has 50 percent ownership in the solar energy company. The company fully owns the wind power company but operates it separately from other businesses.

City Power and Light currently operates with varying integrated legacy systems and has difficulty assembling company financials. Migrating these systems and workloads to a common platform would improve visibility into the business and inform decision making. The company plans to implement Dynamics 365.

Legacy systems

• The legacy system does not have audit capability of configurable workflow based on business logic

• The legacy paper-based purchasing system does not allow parent-child relationships for vendors. Two signatures are required for purchase requisitions.

• Purchase orders are entered into the system manually based on signed purchase requisitions printed to PDF and then emailed to the vendor.

• The legacy procurement system does not have a parent-child relationship for master data management.

Financials

• All financial consolidate up to City Power and Light Holding, LLC.

• The finance department employees are currently able to create as well as pay invoices.

Customers

Sales orders from the website are uploaded into the system manually once a day . International and domestic customers currently post to the same receivable account. At the end of the month, these have to be separated into domestic and international receivable accounts.

Other information

• There are multiple active acquisitions expected during trie implementation timeline.

• The item master data for solar panel configurations has multiple variables and variants. As a complex.

General

• Flexible implementation approach to support frequently changing business needs and requirements.

• A phased roll-out is needed due to the complexity of the business.

• Any offsite Travel meals submitted on an expense report without corresponding flight and hotel expenses need to be reviewed.

• Ten percent of vendor invoices should be reviewed to ensure they meet company policy.

• Testing of business processes needs to be automated.

• Customer surveys must be sent out after email customer service interactions. Surveys must contain a rating system and a way for customers to add comments.

• Employees require one central tool for internal communication, phone calls, and file sharing.

• Sales representatives need an enterprise quoting tool for solar panel customers.

Technical

• A cloud-based financial and operational system, accessible on mobile devices.

• The ability to keep a legacy meter reading application with the ability to use the data in aggregated operating reports.

• Business processes should be tested with different variables for the same process as part of the testing plan.

Functional

• Establish and document business processes to assist with on-boarding new employees more efficiently.

• Parent-child relationships need to be established for vendors with regional offices. Purchasing locations vary from invoicing locations.

• The ability to create automated wire payments.

Requisitions

• All purchase requisitions over $50 need to be approved by a manager.

• All purchase requisitions over $1,000 require senior manager approval.

• Multiple purchase requisitions to the same vendor should be combined.

Sales

The item master data for solar panel configurations have multiple variables and variants.

This leads to complex quoting and sales orders.

Sales representatives must be able to create automated wire payments.

Issues

• A limited number of users are available for testing.

• User1 reports that the date fields are not saving during formula entry with saved variables functionality in the RSAT tool.

• The purchasing department is seeing duplicate vendor records during data conversion.

• Audit notes from the prior year indicate improvement is needed in roles and responsibilities related to financial management and security roles.

• User2 reports that parts ordered on P0123 were never received and the vendor has said they never received the PO.

• User3 provides feedback that important steps during journal entry are being forgotten and new users need hands-on guidance.

• Service technicians report that they do not always have the appropriate tools or parts with them requiring multiple service calls.

HOTSPOT

You need to recommend solutions to streamline the business processes.

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

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Correct Answer:

DRAG DROP

You need to determine which system functionality meets the business requirement.

What should you recommend? To answer, drag the appropriate functionalities to the correct requirements. Each functionality 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:

You need to recommend a solution for the business process testing plan.

What should you recommend?

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You need to recommend a purchasing process based on the requirements.

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

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You need to manage the roles and responsibilities tor security and financial management to address concerns found in the prior year’s audit.

What should you do?

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You need to recommend a toolset to assist with User3 s feedback about the issues with journal entry and new user training.

What should you recommend?

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HOTSPOT

You need to correctly structure the master data.

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:

DRAG DROP

You need to recommend Microsoft solutions for City Power and Light’s business 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:

Reference:

https://dynamics.microsoft.com/en-gb/customer-voice-transition/

https://docs.microsoft.com/en-us/dynamics365/field-service/overview

You need to recommend a solution to resolve the issues reported with the company’s legacy systems.

Which functionality should you recommend?

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DRAG DROP

You need to recommend solutions for City Power and Light’s new system.

What should you recommend? 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.

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Correct Answer:

You need to recommend an appropriate implementation methodology.

Which methodology should you recommend?

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Topic 2, CoHo Vineyard and Winery Case Study

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, dick 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, dick the Question button to return to the question.

Overview

CoHo Vineyard and Winery is based in the United States. The company has a single vineyard. The company distributes full pallets of wine worldwide and sometimes sells wine by using a private label. Grape growing and wine production operations are owned and operated by a third-party company. The company uses bottles, accessories, and other disposables from a company in China.

CoHo Vineyard and Winery opens a second location. This location manages inventory for Wine Club members and includes a wine tasting room. The location also includes a warehouse and distribution center.

The wine club currently has 200 members. The company hopes to increase this number. 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.

Company structure

The following graphic shows the company structure:

Organization

The current organizational chart and roles as follows:

Current environment

Coho Vineyard and Winery currently uses manual processes for most of its operations. The company stores names and phone numbers for club members and prospective club members in a Microsoft Excel workbook. The sales team currently tracks club membership in a separate system. Sales team stock awards are granted on a three-year basis.

The solution for the sales Team cannot be replaced for three years.

• The types of wine, such as cabernet sauvignon and red blends are tracked as separate items. Each item will have a year associated with it such as Red Blend 2017, 2018, 2019, etc. The items are updated for the year association annually.

• Peak times for order entry could be in the hundreds. This typically happens when first and second shift workers overlap and all users are on the system, as well as orders imported in.

• Packaging materials, bottles, and accessories are received in the warehouse FOB Destination from the manufacturer in China.

• Each retailer has individual item numbers, barcode placement descriptions and other additions such as pictures and details of the wine year and flavor notes.

CoHo Vineyard and Winery has outgrown their legacy ERP system and plans to implement Dynamics 365 Finance. CoHo wants to use out-of-the-box tools which are linked to the system where possible and not create new tools.

Licensing and organization

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

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

• The distribution center must have mobile scanners for the warehouse. The tasting room will not have mobile scanners.

• The inventory cost must be tracked separately by distribution center or tasting room.

Club membership events

• You must ensure the members created in their existing system are also customers in Dynamics 365 Finance and that the customers do not exist in both systems under multiple record numbers.

• When tasting events are planned, text notifications must be sent out to the club members.

• text notifications must sent out to non-club members to encourage the non-members to join the club.

• During tasting events. CoHo will need access to place orders during the event but will not have the need for cash registers.

Warehouse and shipping

• The system must be able to track inventory throughout the whole warehouse process.

• A Certificate of Origin must accompany each shipment.

• Private label items that are shipped to retailers must be stored and costed as a single item number at CoHo.

• The system must be able to compare year-to-year performance of a single wine type.

Implementation

• Business processes must be documented as step-by-step processes and must align with the process flows in a visual format

• Data will be migrated and is a requirement for order entry.

• Data migration must be completed prior to testing.

• You must track each step of process validation so that the users have ownership for their individual functional areas. The tracking system used should be integrated with the system where possible.

Issues

• Users are struggling to understand the new system’s processes.

• CoHo is concerned that the go-live will may not go smoothly.

You need to create a plan that meets the following requirements:

• Migrate the data to the new system.

• Implement a standardized method for creating items.

• Prevent items from being created in different ways going forward.

Which two actions should you recommend? Each correct answer presents a complete answer. NOTE: Each correct selection is worth one point.

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You need to recommend a solution to manage the wine bottle label requirements for the private brand.

What should you recommend?

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You need to recommend the appropriate number of production instances and the hosting location.

What should you recommend?

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You need to recommend a solution tor tracking business process test steps.

What should you recommend?

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HOTSPOT

You need to determine an infrastructure for the solution.

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:

HOTSPOT

You need to recommend a performance and load testing strategy for the requirement.

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:

HOTSPOT

You need to recommend a tool to meet the solution requirement.

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:

HOTSPOT

You need to recommend a site and warehouse configuration.

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:

Reference: https://docs.microsoft.com/en-us/dynamics365/supply-chain/warehousing/warehouse-management-overview

You need to ensure that the customer records remain synchronized in both systems.

What should you recommend?

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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

HOTSPOT

You need to determine a solution for the customers in Jamaica.

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:

Power Apps provides a rapid development environment to build custom applications that can be used to streamline and automate customer-added business processes.

Power Automate can create automated workflows to ensure the accuracy and completeness of data and validate customer data.

You need to solve User1’s issue.

What should you create?

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You need to select the code package for the loyalty program.

Which package should you recommend?

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You need to report the environment structure and tenants.

Where must the tenants be reported?

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Topic 4, VanArsdel, Ltd.

Overview

VanArsdel, Ltd. is a company that uses Microsoft Dynamics AX 2012 R3 in the United States, Canada. Mexico, and Brazil in an on-premises environment. The company implemented the solution by using Sure Step 2012. VanArsdel, Ltd. plans to upgrade to Dynamics 365 Finance, Dynamics 365 Supply Chain Management and Dynamics 365 Commerce using Proseware, inc. as the implementation partner.

VanArsdel, Ltd. has implemented 13 other software systems for customer management and sales.

Methodology

VanArsdel, Ltd. deploys a proprietary methodology named VanPMP. The company plans to use VanPMP for all software implementations. The company uses a standard project template for all new implementations.

Solution

Microsoft Power Apps is used by the sales team to enter sales orders. The orders are then integrated with the current Dynamics AX 2012 R3 instance asynchronously once every hour. All sales orders are invoiced through the invoicing batch process at the end of the day. Sales are used for all business-critical scenarios.

The external systems include 12 integrations, such as Microsoft Power Platform. Office 365, Azure, and third-party systems.

One of the automated accounts receivable import integrations, named integration 1, generates revenue in a business-to-business (B2B) scenario that is supported by sales orders. The integration runs every night and is always the first integration to be tested.

All regression testing is completed manually.

Security

The company uses Dynamics AX 2012 R3 in all the countries/regions in which they operate.

Because VanArsdel, Ltd. operates within the United States, the company must comply with government financial compliance standards. Government compliance requires that VanArsdel, Ltd. manufacturing divisions must not be able to approve purchase orders. Manufacturing managers must not be able to access data in other manufacturing sites. The manufacturing divisions belong to a single legal entity with multiple sites.

Licensing

The implementation requites the following Dynamics 365 licenses:

• 120 Supply Chain Management licenses

• 60 Finance licenses

• 50 Commerce licenses

Methodology

The implementation must use the VanArsdel. Ltd. proprietary methodology for the Dynamics 365 implementation. The methodology in the project template must

use the Microsoft-recommended approach. Progress must be tracked in a central location for VanArsdel, Ltd. Microsoft and Proseware. Inc. to view.

VanArsdel Ltd. requires a sample methodology in Lifecycle Services (LCS).

The project must coordinate project dates in the methodology with any required Microsoft touchpoints to ensure that the project is on track and implemented according to best practices.

Solution

The sales order entry Power Apps integration must be configured by using out-of-the-box Solutions-

Integrations The company has the following integration requirements:

• Four integrations must run asynchronously.

• Eight integrations must run synchronously.

• The integrations must be able to run after applying updates to the system.

All items must have their own item pricing. Each item must have an MSRP and a selling price that is determined based on the date and location.

Testing

The user reporting test case needs to be reviewed by using the same process in the test environment.

The Regression suite automation tool (RSAT) must be used to automate every critical scenario. All other testing must be performed manually.

integration 1 must be deployed first. All data must be created and tested in the correct sequence to ensure that pricing is applied correctly to the item.

Security

Dynamics 365 must be rolled out incrementally by country/region. The implementation must go live in the United States first and then continue to the other countries/regions over the next 12 months.

VanArsdel, Ltd. must assign access to new users based on the site of the users.

VanArsdel, Ltd. requires that Proseware, Inc. perform the following:

• Objective 1. Determine the software licensing costs for the system based on the contracted costs determined during the start of the project.

• Objective 2. Audit the security roles for users in the manufacturing division.

Some users report that too many fields are displayed when the users create records in the Dynamics 365 AX 2012 R3 instance. These fields often prevent users from being productive.

Statement of work concerns

Before the project kickoff. several of the VanArsdel. Ltd. IT team members had concerns after reviewing the statement of work.

The primary concerns were raised by the following team members

• An administrator named Admin1 reports a performance impact on multiple large integrations with the Dynamics 365 AX 2012 R3 implementation.

• An administrator named Admin2 reports a concern with environment management with the global rollout.

All concerns must be reviewed and scheduled with all solution architects in workshops.

Testing

The Dynamics 365 AX 2012 R3 instance experiences frequent issues due to users running reports for an extended period of time on the same Application Object Server (AOS) service. A user named User1 reports a delay retrieving the same report in Dynamics 365.

DRAG DROP

You need to identify the security configuration required for new users and for the manufacturing managers.

Which security configurations should you use? To answer, move the appropriate security configurations to the correct requirements. You may use each security configuration 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:

You need to analyze the data for Objective 1.

What should you use?

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HOTSPOT

You need to determine the licensing components for Objective 1.

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

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Correct Answer:

DRAG DROP

You need to identify the regression testing strategy that should be used by the sates order entry app for the sales order lifecyde.

Which testing strategies should you use? To answer, move the appropriate testing strategies to the correct processes. You may use each testing strategy 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:

DRAG DROP

You need to design the data import strategy for integration 1.

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

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Correct Answer:

You are a consultant for Proseware, Inc.

You need to audit the system based on government financial compliance standards in Objective 2.

What should you use?

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HOTSPOT

You need to implement a solution for entering the methodology information for the project.

Which components 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:

HOTSPOT

You need to determine the touchpoints for the implementation.

What 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 resolve the issue for User1.

What should you use for testing?

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DRAG DROP

You need to resolve the IT team’s concerns at the appropriate phase for implementation with Microsoft engineers.

Which phases should you use? To answer, move the appropriate phases to the correct issues. You may use each phase 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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Topic 5, Misc. Questions

A company uses a legacy finance application that runs on a single SQL Server instance. The company plans to implement Dynamics 365 Finance.

The following table describes the current implementation and design decisions for the new implementation:

You need to identify the gap in the migration plan.

Which requirement should you identify as a gap?

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DRAG DROP

A client wants to create a custom view-only security role that allows users to view the customer list in the accounts receivable module. It must be accurately reported during a security audit.

You need to recommend how to implement the privileges.

Which five 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.

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Correct Answer:

Explanation:

Reference: https://www.powerobjects.com/blog/2018/01/23/dynamics-365-for-finance-and-operations-security/

HOTSPOT

A United States-based company has a cloud-based Dynamics 365 Finance implementation. The company plans to open a new location in Mexico.

Electronic invoicing is mandated in Mexico.

You need to recommend a solution that meets Mexican localization reporting requirements.

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:

Reference: https://docs.microsoft.com/en-us/dynamics365/finance/localizations/latam-mex-cfdi-electronic-invoices

A company use Dynamics 365 Business Central.

The company identifies the following issues:

– Users report they cannot perform planning and dispatching of service orders or track bills of material in the system.

– The finance department says that licensing costs are higher than budgeted.

You need to recommend a solution to address the issues.

What should you recommend?

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A holding company with three independently managed and operated subsidiaries is implementing Dynamics 365 Finance.

The company needs to ensure the restriction of data for each company from subsidiary counterparts.

You need to determine an organization structure.

Which structure should you recommend?

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HOTSPOT

A company is determining which reporting tools to use as part of a Dynamics 365 Finance implementation.

✑ Scenario A: Power users must use a free form tool to allow other power users to leverage transactional data to be consumed externally.

✑ Scenario B: Developers must use a modeling tool to allow all users to leverage aggregated data to be consumed internally.

✑ Scenario C: Developers must a free form tool to allow all users to leverage transactional and aggregated data to be consumed internally and externally.

✑ Scenario D: Power users must use a free form tool to allow all users to leverage aggregated data to be consumed internally and externally.

✑ Scenario E: Power users must use a modeling tool to allow other power users to leverage transactional data to be consumed externally.

You need to recommend which tool should be used for each scenario.

Which tool 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:

Reference: https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/create-nextgen-reporting-solutions

DRAG DROP

You need to determine user licensing options for Dynamics 365 Finance + Operations (on-premises).

Which type of license should you recommend? To answer, drag the appropriate licenses to the correct users. Each license 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:

A company plans to implement Dynamics 365 Finance + Operations (on-premises).

The company has system compliance requirements that must be addressed. You need to design the solution for the company.

What should you address in the design?

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An organization is implementing Dynamics 365 Finance.

The organization uses financial reports including detailed balance information in local currencies for all accounts. Reports must include general ledger account number and journal entry line description.

You need to recommend a report that meets the requirements.

Which report should you recommend?

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A trading company is concerned about the impact of General Data Protection Regulation (GDPR) on their business.

The company needs to define personal data for their business purposes. You need to define personal data as defined by GDPR.

Which three types of data are considered personal data? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

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A company needs to create customer-facing documents in Dynamics 365 Finance.

The company does not have an in-house developer.

You need to determine a solution for creating the documents.

Which three tools should you recommend? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

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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.

A company with multiple legal entities implements Dynamics 365 Finance.

You need to recommend options to ensure that you can provide customized financial reporting

across the legal entities.

Solution: Create separate business units.

Does the solution meet the goal?

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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.

A company with multiple legal entities implements Dynamics 365 Finance.

You need to recommend options to ensure that you can provide customized financial reporting across the legal entities.

Solution: Create separate cost centers to manage operations.

Does the solution meet the goal?

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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.

A company with multiple legal entities implements Dynamics 365 Finance.

You need to recommend options to ensure that you can provide customized financial reporting across the legal entities.

Solution: Create separate departments to manage functional areas.

Does the solution meet the goal?

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A company is headquartered in Canada and has four regional offices in Japan, Great Britain, Germany, and Mexico.

An architect is documenting the following business requirements:

✑ Accounts payable parameters must be unique within an organization.

✑ Monthly financial results must be consolidated.

You need to design the organization to map to the requirements.

Which functionality should you use?

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A local community college uses Microsoft SharePoint Online to track and manage laptop computers that are issued to faculty and other employees.

Information about all laptops must be visible in Asset Management for Dynamics 365 Supply Chain Management. Users must be able to issue new laptop computers to faculty and other employees directly from the system.

You need to recommend a solution for the college.

Which two actions should you recommend? Each correct answer provides a complete solution. NOTE: Each correct selection is worth one point.

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DRAG DROP

A customer is planning to migrate to Dynamics 365 Finance.

You need to recommend a cloud or on-premises solution based on the customer’s business requirements.

Which deployment type should you recommend? To answer, drag the appropriate deployment types to the correct requirements. Each deployment type 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:

Reference: https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/get-started/cloud-prem-comparison

A company is upgrading their AX 2012 R3 environment to Dynamics 365 Finance. The company plans to upgrade the data store by using a phased approach.

You need to define the strategy to migrate master data and opening balances.

Which tool should you recommend?

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A company plans to implement Dynamics 365 Finance.

The company’s current system contains sales tax-related data.

You need to design a solution that sequences the transfer of sales tax codes and sales tax groups.

What should you do?

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A data architect creates a document that specifies the data format to transfer data from an existing environment to a new environment.

You need to create a requirement for the general ledger data.

Which sequence number format is correct?

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DRAG DROP

A winery is considering using Dynamics 365 Finance to implement a large-scale ERP application and needs to understand the differences between cloud-based and on-premises deployments.

You need to recommend deployment options for the company.

What should you recommend? To answer, drag the appropriate deployment types to the correct features. Each deployment type 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:

A toy manufacturer keeps finished products in a physical warehouse.

The manufacturer and distributor use different inventory control software.

Sales orders are used to move inventory to the distributor.

The distributor must be notified immediately when the toy manufacturer ships an order.

You need to determine a solution for providing notifications to the distributor’s inventory system.

What are three 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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A company wants to upgrade their current AX 2009 system to Dynamics 365.

You need to recommend a supported upgrade strategy for code and transactional data for the previous five years.

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

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A client has a third-party warehouse management system.

Data from the system must be integrated with Dynamics 365 Finance in near real-time. You need to determine an integration solution.

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

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DRAG DROP

A company plans to implement Dynamics 365 Supply Chain Management.

The company has the following requirements:

✑ Use mobile devices for warehouse activities including cycle counting.

✑ Set up automatic cycle counting work IDs and assign the IDs to workers.

✑ Ensure that workers can group work IDs that are specific to a particular location, zone, or work pool.

✑ Ensure that workers can specify a cycle counting work ID that has a status of Open.

✑ Ensure that workers can count items in a warehouse location at any time.

You need to recommend cycle counting options that meet the company’s requirements.

What should you recommend? To answer, drag the appropriate counting options to the correct requirements. Each counting option 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:

Reference: https://docs.microsoft.com/en-us/dynamics365/supply-chain/warehousing/cycle-counting

DRAG DROP

A graphics printing company using Dynamics 365 Supply Chain Management sells 100 percent made-to-order signs. These signs cannot be pre-produced.

The company wants to create an end-to-end process that includes production, sales order packing, and sales order picking.

You need to determine the order of the functions.

In which order should you recommend the actions be performed? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.

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Correct Answer:

An organization is planning a new Dynamics 365 Finance + Operations (on-premises)

implementation.

The business process demands a huge volume of transactions to be imported during peak hours.

Users can always access the system.

You need to do proper hardware sizing to ensure expected performance.

Which two factors should be considered for sizing? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

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An organization has implemented the accounts payable module in Dynamics 365 Finance.

Corporate policy specifies the following:

✑ Managers and directors are allowed to approve invoices for payment.

✑ Users are allowed to delegate their signing authority to other users when they are out of the office.

✑ Accounts payable workflow will be used to assist in automating the signing process.

✑ Users whose job has signing authority can approve invoices for payment.

You need to meet the organization’s corporate policy.

What should you recommend?

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A company is implementing a Dynamics 365 environment.

The environment will be used for performance testing. Performance tests will occur at 40,000 transaction lines per hour. The environment must minimize cost.

You need to determine which tier of environment is required.

What should you recommend?

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An organization is planning to migrate to Dynamics 365 Finance.

The organization reports that the legacy system has failed during peak sessions. You need to recommend an approach that will handle peak session volume.

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

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DRAG DROP

A client is implementing Dynamics 365.

The client is exploring the available testing options.

You need to recommend which tool should be used based on the requirement.

What should you recommend? To answer, drag the appropriate types 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.

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Correct Answer:

Explanation:

Reference:

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

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

DRAG DROP

An organization uses Dynamics 365 Finance and Dynamics 365 Supply Chain Management. The organization is experiencing various performance issues and is looking for solutions. You need to recommend tools to determine the cause of the performance issues.

What should you recommend? 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.

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Correct Answer:

You are an architect implementing a Dynamics 365 Finance environment.

You need to analyze test results generated by the development team.

Which tool should you use?

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A company is using Dynamics 365 Finance.

You need to ensure that the production environment always uses the latest service updates from Microsoft.

What should you recommend?

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DRAG DROP

A research institute is implementing Dynamics 365 Finance and plans to use Lifecycle Services (LCS) to standardize the implementation process.

You need to define a strategy for implementing LCS tools to meet the requirements.

What should you recommend? To answer, drag the appropriate tools to the correct tasks. 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.

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Correct Answer:

Explanation:

Reference:

https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/lifecycle-services/ax-2012/usage-profiler- lcs

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

DRAG DROP

A company is implementing Dynamics 365 and requires extensive data and end-to-end testing during each iteration.

You need to determine a testing strategy for multiple scenarios.

What should you recommend? To answer, drag the appropriate tools to the correct scenarios. 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.

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Correct Answer:

Explanation:

Reference: https://community.dynamics.com/ax/b/happyd365fo/posts/testing-tool-options-in-microsoft-dynamics-365- finance-and-operations