MB-901 Study Material
Learn the four (4) Cloud Services.
1. A department needing to start using OneDrive to share business documentation describes a SaaS service. OneDrive is an example of a SaaS cloud service type. SaaS provides a complete software solution, such as Outlook or OneDrive. 2. A department that publishes an app on its own platform and rents Azure hardware to ensure higher workloads describes IaaS. This is IaaS because you need only cloud infrastructure to be able to develop an application. You take the responsibility to install and deploy your own environment. 3. When a platform with a pre-installed framework for developing purposes is required, that describes PaaS (Platform as a Service). 4. When you do not need any cloud services that you can acquire from a cloud provider, you are simply running all your business on your own servers and network. You take all the responsibility for the applications, hardware, networking. This describes an on-premises system.
Your organization is implementing forms in Dynamics 365 Customer Service to facilitate high-touch account management and plans to use Customer Service forms. For each of the following statements, select Yes if the statement is true. Otherwise, select No.
A main form is created by default for cases, accounts, contacts, activities, social profiles, queues, and knowledge articles. Main forms are used as the primary interface where customer data is displayed, and your users will interact with that data. Card forms cannot be used on Dynamics 365 for tablets. Dynamics 365 Customer Services supports four types of forms - main, card form, quick create, and quick view. Card forms are designed to display customer information on dashboards. Currently, card forms can only be used in the Customer Service Hub. Card forms are not available on Dynamics 365 for tablets or Dynamics 365 for Outlook. Form order can be modified after forms are created. Changing the form order controls which forms will be shown by default. Security roles can be used to control form access. This allows you to control which users will have access to which forms, based on the security roles they have been assigned. For example, customer service managers may need to see the number of cases closed per support representative as well as the average amount of time spent on each case. In this scenario, you might create a new main form for managers and assign only the Customer Service Managers role access to the form.
You are an administrator at a company that deploys Dynamics 365 Field Service. You need to predict how long different work order types will take based on historical data. What should you use?
Answer: AI Builder Explanation You should use Al Builder. Al Builder enables you to predict outcomes without having to understand artificial intelligence or write any code. Al Builder uses the data in the Common Data Service (CDS). You can use the Prediction model type with the click and point interface to generate a model based on your historical data. Al Builder is part of the Power Platform. You should not use Azure Cognitive Services. Cognitive Services are Al services that can be used to analyze images, text, and language to detect anomalies, but they have no prediction capability. You would need to build your own machine learning algorithm to perform the predictions and then create custom code to work with Field Service. You should not use Dynamics 365 Customer Insights. Dynamics 365 Customer Insights creates unique customer profiles from multiple data sources and is used with Sales, Marketing, and Commerce. You should not use Dynamics 365 Customer Service Insights. Dynamics 365 Customer Service Insights is used with Dynamics 365 Customer Service to provide insights into your customer service operations such as case volumes and resolutions. You should not use Power Virtual Agents. Power Virtual Agents is a tool to create conversational bots using a no-code graphical interface.
You are a marketer working with Dynamics 365 Marketing. You use Linkedln Campaign Manager to create targeted ads. You need to synchronize the results of your campaigns from Linkedln with Dynamics 365 Marketing. What should you do?
Answer: Configure the lead matching strategy. Explanation You should configure the lead matching strategy. Linkedln Lead Gen has its own lead matching strategy for linking to existing leads/contacts or creating new leads and contacts. You should not configure the default contact matching strategy. Contact matching strategies are used when marketing forms are submitted to link to an existing contact or create a new contact. Linkedln Lead Gen has its own separate lead matching strategy. You should not configure social media accounts. Dynamics 365 Marketing allows users to post to a variety of social media channels and accounts including Twitter, Linkedln, and Facebook. Social media accounts are not used for LinkedlnLead Gen. You should not set up double opt-in. Double opt-in asks contacts who sign up for a new subscription list to confirm their request.
Your client wants to use Dynamics 365 to coordinate the planning, promotion, and registration for a webinar that will showcase their latest products. You need to recommend a Dynamics 365 tool. Which tool should you recommend?
Answer: Dynamics 365 Marketing Events Explanation You should recommend Dynamics 365 Marketing Events. Events allows you to create new activities from scratch or utilize a template that will provide all the forms you need to coordinate your event. Events also includes a Format setting specifically for Webinars. Once this is selected, you will be prompted to provide information about your webinar provider, the webinar's type and language, and the Producer (or team member) who will be responsible for managing the event. You should not recommend Dynamics 365 Sales Insights Assistant. Assistant is designed to ensure consistent interactions between sales team members and clients. You should not recommend Dynamics 365 Field Service URS. URS allows an organization to identify a resource based on skills and availability and then assign that resource to a work order. You should not recommend Dynamics 365 Sales Sales Hub. Sales Hub is an app that can be run from a compatible mobile device. The Sales Hub app supports a variety of sales-related activities, including the ability to manage appointments and meetings, manage contacts, and add and qualify sales leads.
Your organization uses Dynamics 365 Customer Service. You need to collect solutions to commonly reported issues and publish them for easy access by all customer service representatives. Which Customer Service module should you use?
Answer: Knowledge management Explanation You should use the knowledge management module. The knowledge management module allows you to create a knowledge base of how-to articles, resolutions to common issues, FAQs, and other types of knowledge articles. In addition to text, knowledge articles also support image and video content. By consolidating and publishing this information, your customer service representatives can work through cases faster and significantly reduce customer support costs. You should not use service-level agreements (SLAs). An SLA outlines the level of service that has been committed to a customer. For example, you might have an SLA with a customer that guarantees support during normal business hours, Monday through Friday. For another customer with a more sensitive SLA, you might guarantee 24x7 support. You should not use Timer Control. Timer Control can be used to track how long it takes to resolve each case. This information is displayed in the case and shows the time remaining in order to meet the SLA requirements for a customer. You should not use Omnichannel. Omnichannel is a separately licensed add-in for Dynamics 365 Customer Service Omnichannel is designed to bring together diverse communication methods and customer information to provide a highly focused customer service experience. Using Omnichannel, your customer service agents can work with multiple customers simultaneously using the communication method the customer prefers. Agents also have access to the customer's information, including case history
You are a sales director for a large organization that is evaluating Dynamics 365. You purchase Microsoft Relationship Sales. You need to enable your sellers to have more personalized and meaningful engagement with leads. Which two apps should you use? Each correct answer presents part of the solution.
Answer: LinkedIn Sales Navigator, D365 Sales Enterprise Explanation You should use Dynamics 365 Sales Enterprise and Linkedln Sales Navigator. Microsoft Relationship Sales is a single license combining both Dynamics 365 Sales Enterprise and Linkedln Sales Navigator at a lower cost than buying them separately. You should not use Dynamics 365 Sales Insights. Sales Insights helps sellers to prioritize leads and opportunities by analyzing interactions in Dynamics 365 and Microsoft 365. You should not use Dynamics 365 Sales Professional. Sales Professional is a version of Dynamics 365 Sales for small and medium businesses. You should not use Linkedln Lead Gen. Linkedln Lead Gen synchronizes Linkedln leads generated by Linkedln Campaign Manager into Dynamics 365. You should not use Versium Predict. Versium Predict is a third party add-on solution that you can install from AppSource. Versium Predict can improve sales effectiveness by enhancing data for leads and accounts.
Your company runs its business in the European Union. You are implementing Dynamics 365 Online for your business. You need to get the information for your team on how to deploy the application and store private customer data in the cloud and not violate the General Data Protection Regulation (GDPR). Which source should you use?
Answer: Microsoft Trust Center Explanation You should use Microsoft Trust Center. Microsoft Trust Center is a security information site that provides information about how to provide cloud data privacy, including GDPR compliance. You should not use Compliance Manager. Compliance Manager helps your company verify, manage, and review regulatory compliance activities related to cloud services. It offers a dashboard that contains information about all the GDPR activities in the cloud services you use. You should not use Azure AD. Azure AD is a cloud-based application that provides users with a tool to sign in to different Azure services. You should not use Data Subject Requests (DSRs). A DSR is a specific request to a controller from a data subject, asking to perform an action on their personal data. The possible actions are correction requests, deletion requests, and moving the data to another controller.
Your are managing multiple projects for an organization that uses Dynamics 365 Finance. You need to have a consistent invoicing procedure for every project that you are implementing for a customer. What should you use?
Answer: Project Contract Explanation You should use a project contract. By using a project contract, a company can invoice multiple projects at the same time. A project contract helps to guarantee a consistent invoicing procedure. To invoice a project, the project must be associated with a project contract. You should not use purchase orders. Purchase orders are for items from external vendors that you consume on a project. You should not use funding sources. Funding sources are used to split billing for a project among multiple customers, grants, or organizations. You should not use project quotations. A project quotation is the offer to a customer prior to starting the project. You can track invoices against quotations in invoice control.
What three scenarios are supported by Dynamics 365 Business Central?
Business Central capabilities: These three scenarios are supported by Dynamics 365 Business Central: • Tracking all interactions with current and potential customers • Recording material consumption across all manufacturing processes • Generating customer sales quotes and converting quotes to orders. Dynamics 365 Business Central is an all-in-one business management platform designed for small to mid-sized organizations. It includes models for financial, operations, project, sales and service, and supply chain management. Routing inbound and outbound orders using the most cost-effective freight option (such as over-the-road vs. rail) is not an inherent feature of Dynamics 365 Business Central. If this were a required scenario, you could use Dynamics 365 Supply Chain Management. Providing customizable configure-to-order product options to clients is not an inherent feature of Dynamics 365 Business Central. If this were a required scenario, you could use Dynamics 365 Supply Chain Management.
You need to decide whether to start using Dynamics 365 on-premises or Dynamics 365 Online. Which benefits describe each type of deployment? To answer, select the appropriate deployment type from the drop-down menus.
Cheaper upfront investment is a benefit of a cloud deployment. With a cloud deployment, you do not need to purchase any hardware to deploy your business system. Taking less time to implement is also a benefit of a cloud deployment. With a cloud deployment, you are not responsible for the deployment process, and the cloud provides a ready to use environment for the deployment. The security of the data being controlled by your organization is a benefit of an on-premises deployment. With an on-premises deployment, you store all the data locally and can configure security according to your business requirements. Not being dependent on internet access is a benefit of an on-premises deployment. With an on-premises deployment, the business applications you use are based in your local datacenter.
You want to organize a conference, send out invitations, attract talented speakers, and inform attendees. Which Microsoft Dynamics 365 application should you choose?
Dynamics 365 Marketing Explanation You should use Dynamics 365 Marketing. With Dynamics 365 Marketing you can organize and publicize events. The event management tool helps create, manage, and promote events. You should not use Dynamics 365 Sales. By using Dynamics 365 Sales, organizations can track and manage their accounts and contacts. They can view what is happening with them, so they can execute related sales actions. You should not use Dynamics 365 Human Resources. Microsoft Dynamics 365 Human Resources supports many records keeping tasks and automates processes related to staffing an organization. You should not use Dynamics 365 Field Service Dynamics 365 Field Service matches resources to work orders to deliver work at customer locations.
You are a sales manager working with Dynamics 365 Sales and need to improve the performance of your sales teams. What are two benefits of Dynamics 365 Sales Insights?
Dynamics 365 Sales Insights helps you focus on revenue generation by prioritizing effort. Predictive lead and opportunity scoring allows you to prioritize efforts on quality leads and opportunities and potential revenue that is at risk. Dynamics 365 Sales Insights helps you build relationships through personalized engagement. Talking points provide the seller with topics to start conversations with a customer. The Who knows whom feature provides the seller with details of colleagues who have already had contact with their potential customer. Sales Insights enhance customer interactions and create more personalized engagements. Dynamics 365 Sales Insights does not help you create unified customer profiles. Unified customer profiles are created by Dynamics 365 Customer Insights. Dynamics 365 Sales Insights does not offer a KPI summary dashboard. The KPI dashboard is in Dynamics 365 Customer Service Insights.
An import/export business uses Dynamics 365 Business Central to manage its finances, inventory, and sales processes. Many of the customers reside in the European Union. To ensure GDPR compliance, you need to classify all customer-related sales and service data. For each of the following sensitivity levels, select Yes if the sensitivity level is supported by Dynamics 365 Business Central. Otherwise, select No.
Explanation Dynamics 365 Business Central supports the following three sensitivity levels: • Sensitive - data that identifies a subject's religion, sexual orientation, health, etc. • Personal - data that identifies a subject, also known as personally-identifiable information (Pll) • Confidential - internal business data that should not be exposed GDPR, or General Data Protection Regulation, is a law designed to protect the personal data of citizens of the European Union (ELI). It stipulates a list of rules about the types of data that can be collected and how that data can be transferred and stored. Businesses that operate in the EU either directly or with customers who reside in the EU face stiff penalties for violating GDPR's provisions. Dynamics 365 Business Central does not support the following sensitivity levels: • Secret - data that could cause serious damage to national security if it is disclosed • Public - data that can be shared with the general public
Your client wants to use Dynamics 365 Commerce to manage their retail clothing sales business. You need to identify the types of sales channels that your customer can deploy using Commerce. For each sales channel, select Yes if the sales channel is included in Commerce. Otherwise, select No.
Explanation Dynamics 365 Commerce supports the following three types of sales channels: • Retail - These are traditional brick-and-mortar stores. • Call center - A call center can support phone-in ordering and/or customer service operations. • Online - These are online sales portals or e-commerce sites. Dynamics 365 Commerce does not support B2B, wholesale, or offline sales channels. If you needed to support a B2B or wholesale customer, you could do this through one of the three supported channels. Offline sales are often synonymous with traditional brick and-mortar or retail sales operations. Dynamics 365 Commerce is designed for organizations that operate either exclusively online or as a combination of online and offline businesses. Commerce presents online, traditional brick-and-mortar, and back-offce features in a single, combined solution including inventory management, merchandising, e-Commerce, and customer management.
You are evaluating the use of the Dynamics 365 Field Service mobile client. You need to describe the capabilities of the Dynamics 365 Field Service mobile to your field service technicians. For each of the following statements, select Yes if the statement is true. Otherwise, select No.
Explanation Dynamics 365 Field Service mobile does not use a model-driven app. Dynamics 365 Field Service mobile has its own customization tool called Woodford and is configured separately from the model-driven Field Service app. The Dynamics 365 for Phones Mobile Client does use model-driven apps, but the Dynamics 365 Field Service mobile is a special mobile app designed for field service technicians. Dynamics 365 Field Service mobile can receive push notifications. The Dynamics 365 Field Service mobile can receive push notifications to alert field service technicians of changes to their schedule and other important information. Dynamics 365 Field Service mobile works offline. Dynamics 365 Field Service mobile has highly configurable offline capabilities enabling field service technicians to work online or offline with no connectivity. Dynamics 365 Field Service mobile can capture customer signatures. Dynamics 365 Field Service mobile has access to all the device resources including GPS and camera and can store this information and signatures in the work order.
You need to determine the benefits of switching to Dynamics 365 Finance. For each of the following statements, select Yes if the statement is a benefit of using Dynamics 365 Finance. Otherwise, select No.
Explanation Dynamics 365 Finance is not an appropriate solution for small businesses. Dynamics 365 Business central would be the appropriate all-in-one business management application for a small business. Dynamics 365 Finance helps medium and large-sized businesses streamline their processes and operations. Dynamics 365 Finance helps minimize operational costs related to your mobile production business with financial process automation, budget planning, and three-way matching. Companies can effectively manage their business processes with the help of role-based workspaces that provide intelligent automation, integration with Microsoft Office 365 apps, and task prioritization. These benefits provide operational costs reduction and help manage and control the budget. Charts of accounts, dimensions and a global tax engine can be managed by using Dynamics 365 Finance. Dynamics 365 Finance does not allow companies to generate marketing campaigns. Generating marketing campaigns is a task for Dynamics 365 Marketing.
You are a human resources manager using Dynamics 365 Human Resources. You are planning to enable the employee self-service functionality. You need to understand the capabilities that are provided in the employee self-service portal. For each of the following statements, select Yes if the statement is true. Otherwise, select No.
Explanation Employee self-service displays the time off balance for an employee. An employee can submit time-off requests. The portal forecasts an employee's balance based on their accrual method. Employee self-service does not list payroll deductions. Payroll deductions are those that are required by law. They include income taxes, social security payments, and other deductions. Dynamics 365 Human Resources does not have payroll functionality. Employee self-service enables managers to analyze team performance. You can configure team performance journals, team performance goals, and team performance reviews for managers.
You are deciding between deploying Dynamics 365 Business Central, Dynamics 365 Finance or Dynamics 365 Supply Chain Management. You need to review the capabilities of each application. Which capabilities are related to each of the applications? To answer, select the appropriate options from the drop-down menus.
Explanation Microsoft Dynamics 365 Business Central is an all-in-one business solution that helps to manage business processes and decision-making activities and to run your entire organization. Microsoft Dynamics 365 Supply Chain Management is a solution that helps to run multiple departments of an organization. It helps to seamlessly connect sales and purchasing with logistics, production, and warehouse management to maintain a supply chain. Microsoft Dynamics 365 Finance is a solution that helps to run multiple departments of an organization. It is a single instance that helps to manage multisite operations through shared master data and business processes. Microsoft Dynamics 365 Business Central is an all-in-one business solution that allows small- and medium-sized organizations to automate different processes to enable teams to manage different aspects of the business.
Your company uses Infrastructure as a Service (laaS). Your cloud provider proposes a huge discount to change to Platform as a Service (PaaS). You need to determine which benefits you will receive when you move on to PaaS. For each of the following statements, select Yes if the statement is a benefit of using PaaS. Otherwise, select No.
Explanation Not needing to manage the data stored by your customers in your applications is not a benefit of PaaS. PaaS does not provide this. SaaS makes an application available from the cloud along with data, runtime, a pre-installed operating system, and server and storage hardware, all delivered and maintained by cloud provider. Not needing to install an operating system on a server to distribute your applications is an advantage of PaaS. PaaS provides a pre-installed operating system along with server, storage, and networking capabilities managed by a cloud provider. Having a framework for developing extensions for your applications is a benefit of PaaS. PaaS provides a pre-installed framework for developers along with a pre-installed operating system, server, storage, and networking managed by a cloud provider. Your applications being available only online is not a benefit of PaaS. SaaS makes an application available from the cloud along with data, runtime, a pre-installed operating system, and server and storage hardware, all delivered and maintained by a cloud provider.
You are deploying a project for a bank. You need to store sensitive data in Dynamics 365 Finance that is received from Dynamics 365 Customer Engagement. You encrypt the data with encryption keys. Which Microsoft service should you use to store these keys safely?
Explanation You should use Azure Key Vault. Azure Key Vault is designed to store secrets and sensitive data received from applications in the Azure platform. It allows you to control how the keys are distributed and used without the need to develop a separate extension that will keep the keys. You should not use Common Data Service (CDS). CDS allows you to securely store and manage application data used by business applications, but not the specific encryption items. You should not use the Common Data Model (CDM). CDM is a set of standards and data schemas that are provided by Microsoft and its partners. It unifies the data stored in CDS for further usage by multiple applications.
Your company uses Infrastructure as a Service (laaS). Your cloud provider proposes a huge discount to change to Platform as a Service (PaaS). You need to determine which benefits you will receive when you move on to PaaS. For each of the following statements, select Yes if the statement is a benefit of using PaaS. Otherwise, select No.
Explanation Not needing to manage the data stored by your customers in your applications is not a benefit of PaaS. PaaS does not provide this. SaaS makes an application available from the cloud along with data, runtime, a pre-installed operating system, and server and storage hardware, all delivered and maintained by cloud provider. Not needing to install an operating system on a server to distribute your applications is an advantage of PaaS. PaaS provides a pre-installed operating system along with server, storage, and networking capabilities managed by a cloud provider. Having a framework for developing extensions for your applications is a benefit of PaaS. PaaS provides a pre-installed framework for developers along with a pre-installed operating system, server, storage, and networking managed by a cloud provider. Your applications being available only online is not a benefit of PaaS. SaaS makes an application available from the cloud along with data, runtime, a pre-nstalled operating system, and server and storage hardware, all delivered and maintained by a cloud provider.
Your automobile parts manufacturing company is evaluating the capabilities of Dynamics 365 Supply Chain Management. You need to ensure that the platform meets your company's needs. Which two scenarios does Dynamics 365 Supply Chain Management support?
Explanation These two scenarios are supported by Dynamics 365 Supply Chain Management: Routing inbound and outbound orders using the most cost-effective freight option Providing customizable configured-to-order product options to clients The transportation management feature in Supply Chain Management allows your company to manage not only shipping completed orders, but also transporting raw materials you will use in your manufacturing processes. Supply Chain Management allows multiple source and destination routes, vendors, and transportation methods to be managed. When a new order is generated, the most cost-effective shipping method (for example, over-the road vs. rail) can be identified and a load can be scheduled. The product information management feature in Supply Chain Management allows your company to provide highly customizable product configurations to your clients. Additionally, Supply Chain Management allows you to source raw materials and manage inventory flows and production to minimize waste and streamline supply lines. This means that you can market and manufacture client-focused solutions effectively. Tracking all interactions with current and potential customers is not a feature of Dynamics 365 Supply Chain Management. If this were a required scenario, you could use Dynamics 365 Business Central. Generating customer sales quotes and converting quotes to orders is not a feature of Dynamics 365 Supply Chain Management. If this were a required scenario, you could use Dynamics 365 Business Central.
Your organization uses Dynamics 365 Field Service. The organization wants each field technician's location and proximity to a service location to be dynamically tracked and recorded. You need to configure the Field Service Mobile app to meet this requirement. Which three solutions must you install? To answer, move the appropriate actions from the list of possible actions to the answer area and arrange them in any order.
Explanation To dynamically track and record each field technician's location and proximity to a service location in Dynamics 365 Field Service, you must install the following three solutions: • Geofence Alerts • Geofence Management • Geofencing for Field Service Once these solutions are installed, you can activate the geofence processes and enable location auditing for the Field Service Mobile app. Finally, you can enable background location tracking so that each technician's location data is streamed to Field Services. You should not install Geofence Connector. Dynamics 365 does offer an Internet of things (IOT) connector that can be used to enable IOT scenarios. This feature, known as Connected Field Service, allows data from field-based IOT sensors to be collected and analyzed by Dynamics. For example, an elevator repair company could install remote sensors that monitor fluid levels, system temperature, and other critical component states. You should not install Geofence Segments. Segments is a feature of Dynamics 365 Marketing that allows you to group leads based on common attributes - such as activities or interests. By defining segments, you can create marketing campaigns that focus on an audience of potential customers. You should not install Geofence Analytics Cloud. Analytics Cloud is part of Adobe's Experience Cloud. Analytics Cloud can be integrated with Dynamics 365 to provide analytics tools to garner sales intelligence from an organization's customers.
Your company creates a Power Apps application for salespeople. You are responsible for configuring the Common Data Service (CDS) security model. You need to determine which actions you would be able to perform. For each of the following statements, select Yes if the statement is true. Otherwise, select No.
Explanation You can restrict access to the discount field in the sales form. Common Data Service (CDS) can be used to restrict access to a particular field in a form, for example, the bank account field in a customer form. You can assign an additional security role to a salesperson to provide access to the administrative form for managing the sales team. A single user can have multiple security roles configured within CDS. You can provide access to a document for the team to share the workload. You can use CDS to share access to a record that needs collaboration from the team. You can add external users from a different Azure AD tenant, but with some limitations.
41. You are moving your application from on-premises to online. You need to determine what benefits you will receive after moving to Microsoft Dynamics 365 online. For each of the following statements, select Yes if the statement is a benefit of using Microsoft Dynamics 365 online. Otherwise, select No.
Explanation You cannot do your backups at any time on your own schedule. For Dynamics 365 online, Microsoft performs automatic backups on a daily basis. You are not allowed to do any backups manually. You cannot customize SQL Server databases as you wish. SQL Server is not accessible from Microsoft Dynamics 365 online applications. You will be able to deploy your application rapidly. Microsoft Dynamics 365 provides you with quick access to the system, so you do not need to spend a lot of time to start your instance. Future Dynamics 365 application upgrades are already included in the price. Microsoft regularly upgrades the cloud Dynamics system for free.
You are implementing both Dynamics 365 Sales and Dynamics 365 Finance and want the apps to share their data with each other. You also have other systems whose data you want to transform and integrate with Dynamics 365 Sales. You need to explain use integration features to meet your requirements. Which integration features should you use? To answer, drag the appropriate option to each integration requirement. An option may be used once, more than once, or not at all.
Explanation You should use Data Integrator to integrate data into the Common Data Service (CDS). The Common Data Integrator Service (CDS-IS) is a point-to-point integration service that creates projects to run scheduled integration jobs to pull data into the CDS from various data sources. CDS-IS can pull data from Finance and Operations, Salesforce.com, and from cloud-based data sources using Power Query. CDS-IS can also copy data to Finance and Operations to create a bi-directional data synchronization. You should use Power Query to filter and transform data on import. Power Query is used by the CDS-IS and by the CDS to import data into CDS entities. Power Query can filter, transform, and combine source data to fit the data in CDS. You should use Prospect to Cash as a template solution for Sales and Finance. Prospect to Cash is one of the Data Integrator templates for integrations between model-driven apps and Finance and Operations apps and has mappings for accounts, contacts, products, quotes, orders, and invoices. You should use Dual Write for near real-time interaction between Dynamics 365 Finance and model-driven apps. Dual Write is an out-of-box infrastructure for integration between Finance and Operations apps and model-driven apps. Any data change in Finance and Operations apps causes writes to CDS, and any data change in CDS causes writes to Finance and Operations apps. You should not use business events. Business events send messages to Azure and external systems when selected actions occur in Finance and Operations apps. You should not use virtual entities. A virtual entity is a custom entity in CDS that displays data in read-only state from an external data source. Data is not stored in CDS, and it cannot be updated. You should not use Lifecycle Services (LCS). LCS is a web portal to manage Finance and Operations environments and has no data integration capabilities.
You are implementing Dynamics 365 Supply Chain Management. You need use different modules in Supply Chain Management to meet your requirements. Which modules should you use? To answer, drag the appropriate module to each requirement. A module may be used once, more than once, or not at all
Explanation You should use Procurement and sourcing to locate suppliers. Procurement and sourcing identifies a need for a product, locates suppliers, monitors suppliers, and helps adhere to product standards. You should use Warehouse management to gain visibility of inventory, shipping and receiving. Warehouse management is fully integrated with other business processes such as transportation, manufacturing, quality control, purchase, transfer, sales, and returns. You should use Vendor collaboration for suppliers to view purchase orders in a web portal. The Vendor collaboration interface is a web portal that exposes information about purchase orders to external vendors. You should not use Inventory management. Inventory management manages inbound and outbound operations and all related control aspects including quality assurance. You should not use Transportation management. Transportation management manages logistics, including shipping vendors and routing options for inbound and outbound orders.
You are a manager at a company that uses Dynamics 365 Field Service. You are in charge of scheduling work orders. You are investigating automatically generating and scheduling work orders to meet several requirements. Which feature should you use to meet each requirement? To answer, select the appropriate features from the drop-down menus.
Explanation You should use agreements to generate work orders on a predefined frequency in order to carry out preventive maintenance. You should use Connected Field Service to generate work orders in response to IOT alerts created from monitoring devices in order to carry out proactive maintenance. You should use Resource Schedule Optimization (RSO) to schedule work orders based on rules and objectives. You should not use Universal Resource Scheduling. Universal Resource Scheduling enables entities other than work orders to be scheduled, but it does not control how those entities are scheduled.
You are in charge of the manufacturing plant at a company that uses Dynamics 365 Supply Chain Management. You need to identify the different kinds of processes based on their key characteristic. Which manufacturing type should you use for each characteristic?
Explanation You should use discrete manufacturing for a bill of materials (BOM)_ Discrete manufacturing is the production of distinct items. Discrete manufacturing use a 80M and production follows a route, such as an assembly line. You should use process manufacturing for a recipe or formula. Process manufacturing uses a recipe, and the ingredients are blended or refined in batches.
You are implementing Dynamics 365 Finance. You need to invoice customers and pay suppliers. Which modules should you use? To answer, select the appropriate modules from the drop-down menus.
Explanation You should use the Accounts receivable module for mapping a customer payment to an invoice. When accounts receivable receive a customer payment, they map it to the correct sales invoice. You should use the Accounts payable module to pay vendor invoices. Accounts payable matches purchase orders to the vendor invoice to see if the invoice is qualified to be paid. You should use the Accounts payable module to distribute charges across accounts. Accounts payable distributes expenses, taxes, and charges across purchase orders and accounts. You should not use the Budgeting module. Budgeting is the process of planning and forecasting for resources and money.
You are an administrator in an organization that operates several Dynamics 365 apps and you need to provide a solution to protect against fraud. Which Dynamics app can you integrate with Dynamics 365 Fraud Protection?
Explanation Dynamics 365 Commerce can integrate with Dynamics 365 Fraud Protection. Fraud Protection focuses on payment fraud within e-commerce. Dynamics 365 Commerce is a solution aimed at retail organizations with both physical and online stores.
Your organization is exploring the use of mixed reality experiences to address issues in training, product design, and support. You need to place digital images within your physical environment using Holographic devices such a Microsoft Hololens. Which mixed reality type should you use?
Explanation You should use Augmented Reality. Hololens is a holographic device that places digital content in the real world as if it were really there Supplementing the real world with additional digital content is known as augmented reality. You should not use Virtual Reality. Virtual Reality is where immersive devices hide the physical world (sight and sound) and replace it with a completely digital experience. You should not use Human Computer Interaction. Human Computer Interaction is the collection of input through a variety of means such as keyboards, mice, touch, and voice. You should not use Perception. Perception is the interaction between computer and environments. Perception is created through capturing environmental input such as head tracking, spatial mapping, boundaries (spatial understanding), ambient lighting, environmental sound, object recognition, and location.
Your company uses Dynamics 365 Online along with Azure. You need to verify whether your applications comply with the General Data Protection Regulation (GDPR). Which tool should you should use?
Explanation You should use Compliance Manager. Compliance Manager helps your company verify, manage, and review regulatory compliance activities related to cloud services. It offers a dashboard that contains information about all GDPR activities in the cloud services you use. You should not use Microsoft Trust Center. Microsoft Trust Center is a site that provides security information about cloud services you use. You should not use the Service Trust portal. The Service Trust portal provides knowledge related to security topics for cloud services. Although it does contain information about GDPR compliance, it cannot provide any specific information based on products you use and customer data in your company. You should not use Azure Government compliance. It is related to U.S. government
You are a marketing expert for you company. You need to gather analytical information based on the results of online surveys and provide it to management as insights about your customers' interests and trends. Which Dynamics 365 app should you use?
Explanation You should use Forms Pro. This app allows you to create surveys and send them to your customers. Topics may be feedback about a product or a service Received answers will be stored within Dynamics 365 Customer Engagement (CE), and can then be used for work with leads or for resolving support cases. You should not use Dynamics 365 Connector for Linkedln Lead Gen Forms. This is used to import leads to Dynamics 365 that are generated by Linkedln lead-tools. You should not use Dynamics 365 Portals. By using this, you can only publish your online surveys, but not gather the required information to analyze them. You should not use Event management. It helps you to organize and manage webinars and other online events.
Your organization uses Dynamics 365. You need to implement an off-the-shelf sales metrics dashboard developed by a Microsoft partner. Which Microsoft resource should you use to locate this resource?
Explanation You should use Microsoft's AppSource to locate third-party Dynamics 365 applications developed by Microsoft partners. AppSource is a Microsoft-hosted digital marketplace where trusted partners offer applications and consulting services to Dynamics 365 users. Most applications support a try-before-you-buy model as well as installation and ongoing support services. You should not use the Adobe Analytics Cloud to locate third-party Dynamics 365 applications developed by Microsoft partners. Adobe Analytics Cloud provides analytics tools that can be used to gather sales intelligence from an organization's customers. You should not use the Cloud Partner portal to locate third-party Dynamics 365 applications developed by Microsoft partners. Cloud Partner Portal is used by Microsoft partners to create virtual offerings for AppSource and the Azure Marketplace.
You are an accountant at a company that uses Dynamics 365 Finance. You operate in multiple countries and need to report in different currencies. You need to configure currencies and exchange rates. How should you assign the currency types? To answer, drag the appropriate currency type to each requirement. A currency type may be used once, more than once, or not at all.
Explanation You should use accounting for the main currency that a company uses. Each company has a main currency, known as the accounting currency or ledger currency. Transactions are recorded in the general ledger using this currency. You should use secondary for a currency that is used for reporting. When a company has to report transactions in a different currency, this is a known as the reporting currency or secondary currency. Enabling a currency with the conversion check box allows reporting in other currencies. You set up exchange rates between pairs of currencies. You should use triangulation for a currency that is used as a reference currency to convert a currency account. Triangulation is the process by which you convert one currency to another by referencing a different currency. For example, when converting USD to GBP by referencing the USD to EUR and GBP to EUR exchange rates, EUR is the triangulation currency. Only one currency can be used as the triangulation currency. You should not use transaction. Organizations can convert currencies and post transactions in currencies other than the one an order was completed in.
You are implementing Dynamics 365 Finance. You need to invoice customers and pay suppliers. Which modules should you use? To answer, select the appropriate modules from the drop-down menus.
Explanation You should use the Accounts receivable module for mapping a customer payment to an invoice. When accounts receivable receive a customer payment, they map it to the correct sales invoice. You should use the Accounts payable module to pay vendor invoices. Accounts payable matches purchase orders to the vendor invoice to see if the invoice is qualified to be paid. You should use the Accounts payable module to distribute charges across accounts. Accounts payable distributes expenses, taxes, and charges across purchase orders and accounts. You should not use the Budgeting module. Budgeting is the process of planning and forecasting for resources and money.
You are evaluating the use of Dynamics 365 to replace your finance system. You are unsure whether you need Dynamics 365 Finance or Dynamics 365 Business Central. For each of the following statements, select Yes if the statement is true. Otherwise, select No.
Explanation Dynamics 365 Business Central supports 20 users and more. If the number of users exceed a few hundred, you should use Dynamics 365 Finance. Dynamics 365 Business Central can manage production. Business Central has supply chain and manufacturing functionality, including bill of materials, production control, and inventory. Dynamics 365 Business Central is not Basel Il and IFRS compliant. You will need to use Dynamics 365 Finance to meet these compliance requirements. Dynamics 365 Business Central cannot be purchased directly from Microsoft. You must purchase and get support through a Microsoft Partner. You can have a direct arrangement with Microsoft for Dynamics 365 Finance. Dynamics 365 Business Central can manage projects. Business Central has project management functionality.
You generate leads in Dynamics 365 Marketing by using marketing landing pages. You need to pass leads to the sales team when leads are sales-ready What should you configure?
Lead scoring Explanation You should configure lead scoring. Leads are scored on demographic and interaction data. As a lead interacts with your emails, forms, and websites, the score is increased until it reaches a predefined limit, at which point the lead becomes sales-ready. You should not configure customer Journeys. Customer Journeys are automated marketing processes that send emails and perform different actions based on how a contact interacts with your emails, forms, events, and websites. You should not configure marketing lists. Marketing lists are lists of contacts used for subscription lists. You should not configure Segments. Segments are lists of contacts that are created from demographic and interaction data. Segments are used with customer Journeys.
You need to compare online and on-premises deployments. What are the benefits of using different types of deployments? To answer, select the appropriate deployment type for each benefit from the drop-down menus.
Online deployment provides the following benefits: • Ability to create Dynamics 365 instances online that can be up and running quickly • Paying only for what you use • Remote access to Dynamics 365 on browsers • Daily backups made by Microsoft • Minimal investments on internal IT maintenance procedures • Savings on server license fees • Microsoft backed Service Level Agreement • Ability to schedule application upgrades whenever you want, once Microsoft makes them available On-Premises deployment provides: • Full control of your network and server configuration • Full control of backup processes to meet your company's needs • Full access to your SQL database • Unlimited system customization to meet your business requirements
Your HVAC repair company uses Dynamics 365 Field Service. Your dispatcher receives an emergency repair request from a hospital in a nearby city. You need to identify the next available technician located in the hospital's geographic territory. Which Field Service feature should you use?
Universal Resource Scheduling (URS) You should use URS URS provides a scheduling engine for the Dynamics 365 Field Service, Customer Service, and Project Service Automation platforms. On the Field Service platform, URS facilitates routing work orders to technicians who not only have scheduling availability but are also in proximity to the desired service location. You should not use Field Service Mobile. Field Service Mobile is an app that runs on supported (Windows 10, iOS, and Android) mobile devices. Once a case has been assigned to a technician, they can use Field Service Mobile to view and manage the case. You should not use Power Bl_ Power Bl is a business intelligence platform designed to provide insights into and visualizations of an organization's data. You should not use Customer Service Hub. Customer Service Hub, which is part of Dynamics 365 Customer Service, provides a platform for managing customer service requests from initiation to resolution. It offers functionalities similar to those found in Field Service. However, Customer Service uses the URS engine to route support cases to the correct resource based on expertise It does not route field service work orders to technicians based on availability and proximity to a service location.
You are implementing Dynamics 365 Finance. You need to configure the General Ledger to support account classification and reporting. Which two components should you configure? Each correct answer presents part of the solution.
You should configure the chart of accounts. The chart of accounts is a list of a company's general ledger accounts. The list of accounts and its structure are used to prepare financial reports. You should also configure financial dimensions. Financial dimensions are used as segments for charts of accounts. Dimensions can be added to reports to provide additional detail or to filter the reports. You should not configure tax codes. A tax code stores the tax rates and calculation rules for a sales tax. You should not configure currencies. Currencies are not included in the chart of accounts.
Your company runs Dynamics 365. You are responsible for providing security roles to users. You need to add a new user and assign the Salesperson security role. Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of possible actions to the answer area and arrange them in the correct order.
You should perform the following actions in order: 1. Create the user in the Admin center using the email address. 2 Find the business unit related to the new user and add the user to it. 3. Assign the Salesperson role to the user. First, you should enter the email address of the user to create a new user in Dynamics 365. Then, you need to find the business unit related to the new user and add the user to it. Without a business unit, you cannot assign a security role. Then, you should assign the Salesperson role to the user. Once a security role is assigned to a user, he or she will be able to sign in to Dynamics 365 You should not create the user in the Admin center using the full name. You should enter the email address of the user in your organization, not the full name. You should not check the list of the users in the environment. The users will appear in the user list after it is created.
You work at a medium-sized company that has multiple legacy systems. You need to recommend an integrated solution that supports lead generation, the generation of quotes and orders, and cash flow, and that can handle inventory. The solution must support a streamlined lead-to-cash process. Which three Dynamics 365 apps should you recommend? Each correct answer presents part of the solution.
You should recommend Dynamics 365 Marketing. Dynamics 365 Marketing allows you to run marketing campaigns to generate sales-ready leads. You should also recommend Dynamics 365 Sales. Dynamics 365 Sales integrates with Dynamics 365 Marketing to turn leads into opportunities and generate customer quotes. Marketing and Sales allow you to generate targeted leads efficiently You should also recommend Dynamics 365 Business Central. Dynamics 365 Business Central integrates with Dynamics 365 Sales to turn quotes into orders, issue invoices, and collect cash. Business Central and Sales support a streamlined lead-to-cash process. Business Central has full accounting functionality as well as supply chain with inventory capabilities. You should not recommend Dynamics 365 Finance Finance is an application targeted at larger organizations with more complex financial and regulatory needs. You should not recommend Dynamics 365 Supply Chain Management. Supply Chain Management is an application targeted at larger organizations with more complex supply chains and manufacturing needs. You should not recommend Dynamics 365 Customer Service. Customer Service is an app aimed at complex support scenarios such as handling customer requests, problems, and issues.
You are a Dynamics 365 administrator for your company. You want to optimize and automate the processes of some of your departments. You need to select an appropriate Dynamics 365 application for each department based on their requirements. Which applications should you select for each? To answer, drag the appropriate application to each requirement. Each application may be used once, more than once, or not at all.
You should use Dynamics 365 Sales for a team that needs to track customer relationships. By using Dynamics 365 Sales, organizations can track and manage their customers, accounts, and contacts. Salespeople can view what is happening with them so they can execute related sales actions You should use Dynamics 365 Human Resources to maintain information on workers from their hiring until they leave the company. Dynamics 365 Human Resources supports many records keeping tasks and automates processes related to staffing an organization. You should use Dynamics 365 Marketing to create, manage, and track events more effectively. This application allows you to generate marketing campaigns focused on a new product that needs to be launched. You should use Dynamics 365 Field Service to schedule and dispatch workers to multiple client locations. Dynamics 365 Field Service helps organizations with mobile work resources manage and deliver onsite services to customer locations. You should use Dynamics 365 Project Service Automation to staff projects and track their activities and progress. Dynamics 365 Project Service Automation helps create project proposals and define costs, estimates, resources and timelines.
You are exploring the mixed reality applications within the Dynamics 365 portfolio. You need to identify which app meets certain requirements. Which apps should you use? To answer, drag the appropriate app to each requirement. An app may be used once, more than once, or not at all.
You should use Product Visualize to assist in complex sales. Dynamics 365 Product Visualize is a mixed reality tool for showcasing products. Product Visualize is beneficial when products are complex or highly configurable or are simply too difficult to carry around. You should use Remote Assist to enable employees to collaborate. Dynamics 365 Remote Assist is a mixed reality tool for instant collaboration. Remote Assist allows a remote worker to connect with others in the office to help them solve a problem. You should use Guides to improve training effectiveness. Dynamics 365 Guides is a mixed reality tool for learning. Guides provides holographic instructions when and where they are needed. You should not use Dynamics 365 Layout. Layout is a mixed reality tool for collaborative design in your physical environment.
You manage a call center at a company that uses Dynamics 365 Customer Service. You want to ensure that you are providing the service that you have agreed with your customers. You need to use the features of Customer Service to meet your contractual requirements. Which features should you use?
You should use Service Level Agreements (SLAs) to meet your promised response times. SLAs allow you to define metrics known as key performance indicators (KPls) and then monitor and report on adherence to these targets. You should use entitlements to track the number of support cases a customer has available. Entitlements are the level of support a customer is entitled or contracted to. Entitlements can be either time or case based. When cases are created, the outstanding allowances are decreased to show the number of cases remaining. You should use use knowledge articles to search FAQs to help resolve cases. Knowledge articles is a searchable set of FAQS, procedures, documentation and other information that customer service agents can use to assist in resolving cases. You should not use queues. Queues are used to manage and prioritize work. Queues are a method to pass work from one team to another.
A financial institution is planning to start using Dynamics 365 applications. You need to develop and deliver a lot of customizations quickly to meet all the business requirements without spending extra time getting code verified. Which Dynamics 365 deployment option should you choose?
You should use an on-premises deployment. An on-premises deployment allows you to deliver multiple extensions and customizations in the short term without having them uploaded to Azure DevOps. You should not use an Azure deployment. Azure is a cloud computing service that requires all the code changes to be submitted through DevOps_ This process is time-consuming and is managed by the cloud provider. You should not use Power Platform. Power Platform is not a deployment option. It provides PowerApps, Power Bl, and Flow. You should not use a government cloud deployment. The Azure Government Cloud model is used to keep specific government data and services separate from other Azure services.
You are a marketer working with Dynamics 365 Marketing. You are in charge of building marketing content for a campaign. You need to use A/B testing to find out which of two email designs is likely to be most successful. How should you create the test?
You should use one segment, one email message, and one customer journey to perform A/B testing. In the email message, you should first create the email design. This is the A test. You should then click on Add A/B test with the email designer and specify the differences for the B test. You do not need two separate email messages. In the customer Journey, you should specify the percentage split between the A and B tests in the properties panel for the email message. You do not need two segments or two customer journeys.
