MB-300

When selecting to save a task recording as a developer recording, what file type is chosen for the file?

.xml

*What considerations are part of the guidelines for recording test cases in Finance and Operations when you create individual test cases and working with transactions and source documents?

80+ percent of test cases should be from transactions or source documents. Master data should be limited to up to 20 percent of test cases.

What statement best describes role-based security in Finance and Operations?

Access is granted only to security roles.

When running data task automation, a user must have which access control rights?

Access to LCS and to the LCS project that is referenced in the manifest for data packages https://docs.microsoft.com/en-us/learn/modules/perform-uat-finance-operations/06-data-task-auto

What info is shared across all party roles for a party record in the global address book?

Addresses, locations, ad contact info

*What considerations are part of the guidelines for recording test cases in Finance and Operations when you create an individual test case (recording)?

An individual test case (recording) should cover one or two business tasks only and is typically performed by one person.

Name the five steps of the Microsoft implementation methodology

Analysis, Design and develop, Test, Deploy, Operate https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/implementation-methodology

What module in Finance and Operations enables companies to view the violation of vendor invoices or expense reports?

Audit workbench

What type of workflow runs independent of other workflows and plugins?

Background workflow More info: https://community.dynamics.com/crm/b/crmtipstricksnewstomaster/posts/what-are-the-differences-between-real-time-and-background-workflows-in-microsoft-dynamics-365-crm

What enables the exchange of documents or files between Finance and Operations and any third-party application or service?

Batch data API

Which type of update are all Retail D365 updates?

Binary

What are the 2 different types of updates on LCS?

Binary (pre-compiled and cumulative) and X++ (specific functionality and not pre-compiled)

What tool can be used to standardize process flows and identify fits/gaps between user requirements and the default functionality that Microsoft Dynamics products provide?

Business process modeler https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/lifecycle-services/bpm-overview

What allows you to integrate between Dynamics 365 for Sales and Dynamics 365 for Finance and Operations?

Common Data Service https://docs.microsoft.com/en-us/powerapps/maker/common-data-service/data-platform-intro

Your customer is ready to go live and request to deploy the production environment. What must be done first?

Complete a go-live review with the Microsoft FastTrack team.

What is the first step of the Analysis phase?

Configure project on LCS (incl. SharePoint, Azure DevOps (VSTS) and Team Foundation Studio (TFS))

What Power BI content is intended for cost controllers or anyone who is responsible for performing cost control of an organization?

Cost accounting analysis

How do you change a party record type from a person to an organization?

Create a new party record with the correct type of organization, associate the old party record to the new party record, then delete the old party record

How do you create a graphical representation of a business process?

Create a task recording of the process in D365 and save it to the BPM library in LCS

You are planning to schedule a batch job to run at the same time based on multiple time zones. Which value should you select to make sure all sites located in different time zones start the job at the same time?

Create one batch job based on (GMT) Coordinated Universal Time Justifications

According to the Design and develop phase, which should be started first for system customizations: create test scripts or development?

Create test scripts

Manage and distribute BPM libraries is part of what phase of the user acceptance tests processes in Finance and Operations?

Create user acceptance test library

An energy company has field workers who schedule installation jobs for heaters. This company uses Finance and Operations for the back office and third-party software as a service (SaaS) to schedule appointments. When field workers schedule appointments, they must look up inventory availability to make sure that installation parts are available for the job. The real-time data is required. Peak data volume is 1,000 records per hour and the Frequency is Ad hoc. What integration pattern(s) should you use?

Custom service Integration patterns: https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/data-entities/integration-overview

What workflow type(s) can be used to create a workflow for a customer invoice that is not associated with any items or category?

Customer free text invoice workflow

What tool can customers use to validate custom code against D365 best practices for tables, classes, forms and enums?

Customization analysis https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/dev-tools/customization-analysis-report

For the import or export operation, users need to configure the entities that are being imported, define the default processing options, and define the mapping definition. Where are these operations performed?

Data Projects

What data management concept(s) contain a data project manifest and data files?

Data package

What are the 2 asset statuses?

Draft and Published

Your customer requests a copy database to be restored to a sandbox environment. Who is responsible for this process?

Dynamics Service Engineering (DSE) https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/lifecycle-services/submit-request-dynamics-service-engineering-team

What option in the Task recorder menu allows you to add, move, or remove steps from a task recording?

Edit recording

What are the valid options for an alert dialog box to report and send messages for a job?

Ended, Cancelled, & Error

What is the recommended first step before connecting to an LCS project to retrieve task recordings?

Ensure a BPM library exists in LCS.

Analyzing and monitoring the health of your environment using metrics such as component, environment, project, and organization is referred to as which of the following terms?

Environment monitoring

True/False: The BPM can only be accessed from the hamburger menu in an LCS project

False - depending on the type of project, it can be accessed from the Tools section

True/False: If you set up a translation of address information in the global address book, it will list the address in the translated language in both D365 and on the printed document

False - it will only list in the translated language on the printed document. It will still show in the native system language in D365

What user interface element is an inline pane that slides in from the left and contains multiple filter criteria that can be applied to the targeted content?

Filter pane

What feature in Finance and Operations includes the basic capabilities of general ledger, tax, accounts receivable, accounts payable, bank management, and budgeting?

Financial management

What is the name of the tool that is used to customize and create financial statements such as balance sheet, income statements, and cashflow statements?

Financial report designer

What document describes the features of the desired customizations?

Functional design document (FDD)

What view lets you update multiple records at the same time?

Grid view

What are the requirements to deploy D365 onto an Azure server?

Have an Azure subscription, grant access to the Azure resource called Dynamics Deployment Services, and enable the Azure Resource Manager (ARM)

What is a main use of Microsoft AppSource during the gap analysis phase of a project?

Identify 3rd party solutions to fill gap functionalities

What is a valid reason to enter a party record in the global address book rather than in the specific address book it is assigned to?

If you don't know what role the party is going to have yet you can create the record without a role in the GAB

What are the 2 ways to move an asset from the global asset library to project-level asset library?

Import from global library or copy from global library

Where is a deployable package initially created?

In the Dev environment in Visual Studio

How can you enable the Task Recorder to take screenshots of each task in the recording?

Install an extension to your web browser https://chrome.google.com/webstore/detail/d365-for-finance-and-oper/inifapcodikhojbnbafaalgbgkfmnlob?hl=en-GB

In what data management frameworks can you perform asynchronous integration by using data entities?

Integration

What printing scenario can export a PDF version?

Interactive printing

What all can you search for on an LCS issue search?

KB number, keyword or phrase, AOT object path

What does KB stand for?

Knowledge Base

What must you use to upload all deployment packages that are ready for a Prod environment?

LCS Asset libraries

Where do you add the on-premises license for an on-premises implementation?

LCS Project settings > Organization and ownership > license serial number field

What provides an outlined methodology showing each phase of your project, and provides high level milestones that are used to track deliverables and project goals?

LCS project workspace

What information does the Support tool on LCS provide?

Manage incidents, Open work items, Support issues (active and submitted to Microsoft), Service requests, Hotfix requests

What are the four main asset scopes in an asset library?

Me, Project, Organization, Global https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/lifecycle-services/asset-library

What can be used to easily track and report on progress of implementation projects?

Methodologies

What tool can be used to fill gaps related to data import/export and ad-hoc reporting?

Microsoft Excel integration to D365

If you want to rearrange the order of fields on a grid page, what tool(s) should you use on the Personalization toolbar?

Move tool

A workflow process is deactivated. What happens to workflows currently in process at the time of deactivation?

Nothing. Workflows previously triggered will run to completion or cancelation.

The Excel Data Connector app interacts with Microsoft Excel workbooks through what?

OData

What enables broad integration between Finance and Operations and other products, systems, and applications?

OData https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/data-entities/odata

Where can you submit a new incident to Microsoft?

On the Support page in LCS under the Submitted to Microsoft tab

Where do you set the global address book to auto check for duplicate records when a new party record is created?

Org Admin > Global address book parameters

For a workflow with a scope of business unit, what record field indicates the records that will be exposed to the workflow?

Owner https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/types-of-fields

What type of LCS service request releases new code to a production environment?

Package application

You have a workflow with a wait condition that waits for a specific status reason value. What step would you use to ensure that the process does not wait indefinitely?

Parallel Wait step using Timeout property of the process

What printing scenario uses the HTML5 client?

Printing what you see

What organization hierarchy purpose in Finance and Operations defines purchasing policies for a business?

Procurement internal control

What asset library type is used to share assets across environments within a project and who can access this asset type?

Project-level asset library and all users within a project

What workflow types can be used to create a workflow for users in a sales department who wish to buy new computers for their department?

Purchase requisition review

What activity is performed using data entities?

Pushing data from staging to target

What are the four main business processes (generic terms, not industry-specific)?

Record to report, order to cash, procure to pay, plan to produce

How do you access the basic personalization toolbar?

Right-click a grid row, label or description

What security page(s) in Finance and Operations is used to manage privileges?

Security configuration

What security report(s) in Finance and Operations provides a view of the effective permissions for each security role?

Security role access

To comply with regulatory requirements, such as those from Sarbanes-Oxley (SOX) and International Financial Reporting Standards (IFRS), which page should you use?

Segregation of duties

What do you need to deploy an on-premises instance from LCS?

Set up an on-premises connector More info: https://docs.microsoft.com/en-us/azure/architecture/reference-architectures/hybrid-networking/

What organization hierarchy purpose in Finance and Operations controls the spending limits for a business?

Signature authority internal control

What document provides in-depth documentation of the solution details and solution blueprint that is represented in an end-to-end flow?

Solutions design document (SDD)

Where do you specify the specific library to which task recordings in D365 are sent?

System Admin > System parameters > Help tab

What document provides information about the programmatic approach of how a requirement will be implemented?

Technical design document (TDD)

Your customer is ready to go live and request to deploy the production environment by contacting the Microsoft FastTrack team. What happens next?

The Microsoft FastTrack team reviews the project and provides an assessment.

Where do you access the Shared Asset library from?

The Shared Asset library tile on the LCS dashboard (not within a project on LCS)

When you use the navigation search feature to find a page, what do the search results show?

The navigation pane and the page title

When an asynchronous workflow is triggered by a change in data, whose security roles are used to give the security context?

The owner of the workflow https://docs.microsoft.com/en-us/dynamicsax-2012/developer/workflow-security

What is included in the D365 standard cloud offering?

Tier-1 development environment, tier-2 UAT environment, Production environment

True/False: If you enter a party record in a specific entity page (i.e. customer page), it automatically creates a party record in the global address book

True

True/False: You aren't required to set security privileges for an address book.

True

True/False: You cannot merge two party records associated with the same party role for the same legal entity

True

What mobile app(s) can you use to capture and upload a receipt so that you can attach it to an expense report later?

Use a built-in mobile app for Expense management

What feature(s) correctly describes what you need to do to publish a mobile app in Finance and Operations?

Use the Publish button on the mobile app designer

What party should be created for a company who supplies products to your company?

Vendor Party roles: https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/organization-administration/overview-global-address-book

What workflow type(s) can be used to create a workflow for a vendor invoice that checks the amount of a specific item or category?

Vendor invoice line workflow

What organization hierarchy purpose in Finance and Operations validates the vendor that the accounts payable clerks are authorized to generate payment for?

Vendor payment internal control

When you open a list page in Finance and Operations, what mode is the information in the list shown in?

View mode

Which one of the following parties should be created for a contractor?

Worker

Which type of update must be compiled in a dev environment before deployed in Prod?

X++

What feature(s) correctly describes a mobile app design consideration in Finance and Operations?

You don't have to re-implement your validation procedures, business logic, or security configuration.

What is an important thing to note regarding the LCS subscription manager?

Your active subscription estimate must match the subscription your org purchased

What are the three types of libraries in the BPM?

project, global, corporate