You are a Dynamics 365 for Finance and Operations system administrator. Users have been creating advanced queries for filter data on forms. They want to be able to save the filter data for later use and access those views when they log in. You need to instruct them in how to do this. Which four actions should end users 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.
Correct Answer:
Question 102
You need to recommend a tool to identify the Dynamics 365 components required for the data administrator to perform their tasks. Which tool should you use?
Your company has intricate security prerequisites. You have been tasked with ascertaining the key characteristics for security roles, duties, privileges, and permissions with the aim of configuring security access for users. Which of the following is TRUE with regards to duties? (Choose all that apply.)
You want to enhance usability in the Dynamics 365 for Finance and Operations deployment for your organization. Your environment has been configured using default components. You set up filters on the channel deployment workspace. You need to use the correct UI filter. Which UI filter should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.
A company implements Dynamics 365 Finance. The implementation team must build acceptance testing scripts to make sure that common business use cases can be performed in the new system. They must use cases by stepping through required tasks, organized by functional hierarchy. You need to create User Acceptance Testing (UAT) tests in Lifecycle Services (LCS) that can be easily repeatable. What should you use?
Correct Answer: A
Explanation/Reference: Validate and support the solution Testlet 2 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 Relecloud is a cloud point of sale (POS) software company specializing in direct to consumer food stands. They have multiple business units using their new Dynamics 365 Finance implementation including customer- facing representatives for account management, technical support, customer service, and finance. There are two legal entities, one for operations and one for financials. Customers pay for the Relecloud POS software monthly and everything is deployed in the cloud. The Dynamics instance URL is https://relecloud- prod.operations.dynamics.com. Munson's Pickles and Preserves Farm is a company that uses Relecoud's cloud POS software to sell their produce in farmers markets. Munson's was one of Relecloud's first customers, and Relecloud stocks their employee lunchroom with Munson's products. Munson's has also been subcontracting their employees to Relecloud to help functionally build a best-in-breed solution. Munson's employees assume multiple organizational positions. Each employee has only a single email address by which people can contact them. Current environment: System and IT * Dynamics 365 for Finance was recently updated. * All recurring batch jobs in the system were removed and recreated. * The alert notification batch processing was recently changed from every 10 minutes to once every two hours. * Real-time reporting of the information is not needed. Current environment: Customer Service * Customer credit requests are entered through the customer service team. * All requests must contain a date, time, reason for request, and customer service notes on initial recommendations for credit action. * Customers have multiple points of contact who can enter support tickets to the Relecoud portal. * Tickets are automatically generated in the support team's third-party system when they are created by support technicians. * The Dynamics 365 email client mail is used to correspond with customers. Current environment: Technical Support/IT * The technical support team gets involved when technical issues arise with the Relecloud software. Service tickets are entered and get escalated to the team, depending on the issue. * Microsoft Flow is used for automating different workstreams. * Workflows are not configured for the technical support request flows in Dynamics 365 Finance. * Management and history of technical support tickets are handled in a third-party issue management solution. * The technical service team manages issues related to the Relecloud POS as well as the Dynamics 365 application. Current environment: Account Representatives * Each customer is assigned a single account representative. * Account representatives use multiple devices. * Only account representatives have the ability to approve credits. * All email to customers come through their own Outlook instance. Current environment: Finance * Customers do not have invoice accounts. * Only finance resources have the ability to enter credits. * Credits can be entered by any of the four finance resources assigned the Credits and Refunds security role. * If the request has not been updated in four days, the request is escalated to the Controller. The account representative must be alerted when this occurs. Requirements: Technical support/IT * Support technicians must use Microsoft's existing knowledge base to resolve open issues. * If an issue exists, support technicians must report the status of the issue on a weekly basis. * If there is no existing support request, support technicians must create one for Microsoft evaluation. * All software must be installed centrally when possible. * The Dynamics 365 Finance production environment must have an update cadence of every second Saturday from 4-7 A.M. EST. * Updates must be tested in separate environment. Requirements: Account representatives * Account representatives must be able to see only the relevant customer fields and records automatically from their dashboard. * Account representatives must be able to export the list of customers to Microsoft Excel. * Account representatives must be able to navigate to the customer master record for any editing or record entry tasks. * The forms must be relevant based on each account representative's needs. * Account representatives need a centralized location to see multiple data components. * Account representatives require an offline list of their current customers in Excel with only the fields they need. * The IT Director must reassign all instances of an account representative's customer contacts if the representative leaves the company. * An alert must be sent automatically to an account representative when a credit is issued or any data is changed on a customer's record. Requirements: Financials * Any refund must be printed as a physical check. * All printers must be exclusive to the financial legal entity. Issues * Typing 'pickle' in the search box yields no returned results for the account representative. * After the latest update, an account representative reports that he is no longer receiving alert notifications when a customer's contact is changed. * An account representative has recently resigned.
