You are a Dynamics 365 Finance system administrator.
Account managers need to use workspaces to monitor key pieces of data for customers and to navigate to forms for further actions.
You need to include workspace elements to achieve these needs.
Which design element should you use? To answer, select the appropriate configuration in the answer area.
NOTE: Each correct selection is worth one point.

Correct Answer:

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Your company acquires hundreds of partnerships after it purchases a separate company. The separate company stores the partnership records in a legacy system.
You export Partnership and PartnershipGroup files from the legacy system into Microsoft Word format. You create Partnership and PartnershipGroup entities.
You need to import the partnerships into Dynamics 365 for Finance and Operations.
Which four actions should you perform in order? To answer, move four actions from the list of actions to the answer area and arrange them in the correct order.

Correct Answer:

1 - Convert the Word files to CSV format. In the Dynamics 365 client Data management workspace, create a new data project.
2 - For each file, select the entities and upload the files.
3 - Validate all entity data mapping.
4 - Perform the data import.

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You need to configure the import methods for the sales representatives.
What should you do?

• A.Create an Excel template as the data template for use with the Excel Add-in.
• B.Create a Microsoft SharePoint list as a data template for use in a Power App for bulk import.
• C.Create an Excel template as the data template for use in the Data Management framework.
• D.Create a CSV data template for use in the Data Management framework.
• E.Create a pipe delimited data template for use in the Data Management framework.

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You must migrate product data from a third-party database into Dynamics 365 Finance. The data includes units of measure and accounting currency.
You need to identify the data entity types.
What should use? To answer, drag the appropriate entity types to the correct dat a. Each entity 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.

Correct Answer:

Reference:
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/data-entities

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You are a Dynamics 365 Finance system administrator.
Data must be filtered based on given criteria to help users quickly reduce the number of records.
You need to identify the appropriate syntax to solve user requirements.
Which query filter syntax should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.

Correct Answer:

Explanation

References:
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/get-started/advanced-filtering-query-options

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