You are configuring the address books for a company's accounts receivable, accounts payable, and retail operations. You need to configure the appropriate address books to meet various requirements. Which address book should you use for each scenario? To answer, drag the appropriate address book objects to the correct scenarios. Each address book object may be used once, more than once, or not at all. You may need to drag the spit bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.
Correct Answer:
Question 107
HOTSPOT You work with a systems administrator for Dynamics 365 Finance. The system has been configured to prompt users for how they want to send emails based on the given scenario they are encountering. In certain situations, they will want to generate an email to forward to an account executive who doesn't have access to Dynamics 365 for Finance and Operations. Other times, the emails should be either sent as an attachment to a user email or through a generic no reply email. You need to determine which configuration to provide to the system administrator for the given scenario. Which option should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point. Hot Area:
Correct Answer:
Section: [none]
Question 108
You need to ensure that Liberty's can use the business processes from Contoso. Ltd. What should you do?
Correct Answer: B
Reference: https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/lifecycle-services/creating-editing-browsi Topic 2, Relecloud Case 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 and Operations 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 and Operations 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 and Operations. 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 and Operations 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.
Question 109
You ate a system administrator using Dynamics 365 Finance You are responsible for reviewing security roles You need to determine whether rotes have been assigned property Which reports should you use? To answer, select the appropriate report in the answer area NOTE Each correct selection is worth one point.
SIMULATION You are a functional consultant for Contoso Entertainment System USA (USMF). You need to export a list of all the vendors in the USMF legal entry by using an export job to an XLS file. The file must be saved to the Downloads folder. To complete this task, sign in to the Dynamics 365 portal. NOTE: To complete this task, you must configure the Shared working directory for the Framework parameters to C:\users\public\documents\.
