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You are preparing to migrate data to a Dynamics 365 Finance environment from Dynamics AX 2012.You have been given the responsibility of managing and preparing a cutover to make sure that the experience for end users during the cutover is effortless. You have already executed a basic data upgrade validation. You now need to need to execute a cutover. Which of the following actions should execute in sequence? Answer by dragging the correct options from the list to the answer area. Select and Place:

- Copy upgraded db from sandbox to production - Perform smoke test - Complete application setup tasks

You need to set up fiscal calendars and date intervals in financial accounting. Which of the following attributes or purposes does each of the data configurations have? - Fiscal Calender A. Is an optional setup B. Is a mandatory setup C. Is company specific D. Contains only one fiscal year - Date interval A. Is an optional setup B. Is a mandatory setup C. Used by once legal entity only D. Can cross different fiscal calendars

- Fiscal Calender B. Is a mandatory setup - Date interval A. Is optional setup

You need to set up fiscal calendars and date intervals in financial accounting. Which of the following attributes or purposes does each of the data configurations have? - Fiscal Calender A. Sales calendar B. Fixed asset calendar C. Warehouse calendar D. Procurement calendar - Date interval A. Easy date range selection B. Mark a date range for journal adjustments C. Mark a date range for financial auditing D. Limit posting date range

- Fiscal calendar B. Fixed asset calendar - Date interval A. Easy date range selection

A company plans to use record templates in its implementation. Many employees need to be able to use the templates. You need to set up and use record templates. Which three actions should you perform in sequence to create the record templates? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order. Select and Place: - Use the record info feature - Create a user template - Create a company accounts template - Change the record view property - Identify the templatized record

- Identify the templatized record - Use the record info feature - Create a company accounts template

You need to set up the printers for network printing from the Dynamics 365 client browser. Which three actions should be performed in order? - Activate the network printers - Install and configure a document routing agent - Set up the network printer and assign a static IP - Register network printers in FinOps

- Install and configure a document routing agent - Register network printers in FinOps - Activate the network printers

1. Provide the team member access 2. Generate deposit slips and cancel payments 3. View positive pay report

- Role - Privilege - Permission

A user submits an expense report by clicking the submit button on on the workflow controls. An error occurs. - Managed Workflow runtime - X++ workflow runtime

- X++ workflow runtime

.NET interop form x++ receives the message and starts a new workflow instance via Windows workflow foundation. An error occurs. - managed workflow runtime - x++ workflow runtime

- managed workflow runtime

The messaging batch job reads the workflow started massage from the message queue and invokes application event handler to process a workflow started event. An error occurs. - managed workflow runtime - x++ workflow runtime

- x++ workflow runtime

You are a system administrator using Dynamics 365 Finance. You work in a project-based organization. Each project has an approval process that will be assigned to different users of the system. Approvals are processed based on documents. Within those documents are different line items. Each line item may have a different approver. You need to validate if the proposed action will satisfy the requirements. For each of the following solutions, select Yes if the action meets the requirements. Otherwise, select No. - configure doc type. configure doc parameters. - create a document workflow. Configure line-item workflow elements for the document workflow - create workflow actions for when the document is assigned to the approver - set up reason codes for electronic signatures

-No -yes -no -no

1. Standard conversions - Rules that apply for all products. Standard conversion rules can only be set up for units of measure in the same unit class. 2. Intra-class conversions - Rules for units of measure in the same unit class. For example, you can set up a conversion rule for a product that converts a box to the number of pieces in a box. Pieces and boxes are both assigned to the Quantity unit class. 3. Inter-class conversions - Rules for units of measure across unit classes. For example, you can set up a conversion rule for a product that converts kilograms to liters. Kilograms are assigned to the Mass unit class and liters are assigned to the Liquid volume unit class.

...

A company implements Dynamics 365 Finance. It sets up and configures the system to support reporting requirements using Microsoft Power BI.The customer service manager wants to create reports in Power BI for analyzing customer order patterns, order fulfillment metrics, customer satisfaction KPIs, and customer service representative goal metrics. These reports compare aggregated information across multiple demographic regions and business lines for current trends against historic information.The manager would like to use the reports to make individual team performance more visible to the managerial and executive teams. Since reports will be used by those teams as well as mobile users, the manager would like the report response to reflect the latest data without requiring the user to wait.You need to determine which tool or functionality best fits the scenario.Which feature or functionality should you use? To answer, select the appropriate feature or functionality in the dialog box in the answer area.

...

SIMULATION: You are a functional consultant for Contoso Entertainment System USA (USMF). You need to prevent a user named Arnie from adding receivable records to the customer payment journal. The solution must use only the default security roles. To complete this task, sign in to the Dynamics 365 portal.

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You need to configure party roles for the Global Address Book. Which party roles should you use? Party Roles: - Customer - Prospect - Vendor - Competitor - Worker - User - Contact

...

You want to enhance usability in the Dynamics 365 Finance deployment for an organization. You need to set up filters to help people find records that are used regularly. Which filter expressions should you use? Result: Less than or equal to zebra Filter expression: A. ..zebra B. >zebra C. zebra* D. <zebra

..zebra

A company is implementing Dynamics 365 Finance. The company has the following requirements: 1. Employees must be able to upload travel receipts from their mobile device. 2. Employees must be able to record effort spent on billable tasks. You need to determine which mobile workspaces meet the requirements. Which mobile workspaces should you use? To answer, drag the appropriate mobile workspaces to the correct requirements. Each mobile workspace may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content. Select and place. A. Expense management B. Cost controlling C. My team D. Project time entry

1. A (Expense management) 2. D (Project time entry)

A. Create task B. Create approval process 1. Create customer record for a customer if a record doesn't already exist 2. Reject a document 3. Assign a document to another user for approval 4. Perform a credit check

1. A. 2. B. 3. B 4. A

You create a new security role to cover the approval of vendor invoices. You must prevent users who enter vendor invoices from approving the invoices. You need to ensure that the compliance policy is enforced. Which options should you use? - When new roles are assigned the system must confirm that the compliance policy is enforced A. Create a new segregation of duties rule B. Add a new privilege for creating vendor invoices C. Add a new permission for creating vendor invoices - Determine whether any violations of the policy for the accounts payable manager exist A. Use verify compliance of user-role assignments B. Use the segregation of duties rule C. Use segregation of duties unresolved conflicts

1. A. Create a new segregation of duties rule 2. A. Use verify compliance of user-role assignments

You must ensure employee address information is only accessible to users in the human resources department. You need to configure the solution. How should you configure the solution? 1. Hide employee records A. Mark address as private B. Mark address as primary C. Assign the part to an address book D. Create a relationship to another party 2. Enable human resources access A. Assign security roles to Private location security roles B. Assign teams to address book C. Assign the party to a user D. Assign team members to a team

1. A. Mark address as private 2. A. Assign security roles to Private location security roles

The company wants to add the following capabilities to the websites: ✑ 1. Allow customers to check store inventory. ✑ 2. Send an email to the product purchasing manager if a customer checks store inventory and the product is not in stock. You need to configure the system. What should you use? Technologies: A. Power Virtual Agents B. Power BI C. Model-driven app D. Power automate

1. Allow customers to check store inventory -> Power Virtual Agents 2. Email the product purchasing manager if a customer checks store inventory and the product is not in stock -> Power Automate

A company uses Dynamics 365 Supply Chain Management. A customer calls customer service to report that a product is defective. The customer service process dictates that a formal set of activities needs to occur based on the specific incident. You need to implement a repeatable process for the customer service representatives. Which functionality should you use? To answer, drag the appropriate functionalities to the correct requirements. Each functionality may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content. Functionalities: A. - Case management B. - Power virtual agents C. - Workflow Requirement: 1. Manage the series of actions 2. Provide instructions on how to handle the customer service call

1. C. (Workflow) 2. A. (Case management)

You must implement a guided process to manage actions that must be performed when a customer reports a delivery that includes missing items. You need to configure case management. Where should you complete each configuration? Locations: - Case Process - Case Categories - Case workflow - Case category type security Requirement: 1. Six tasks be completed before a case resolved 2. Ensure the customer service department is responsible for all cases 3. The customer must be called after a case is resolved to gather feedback and confirm satisfaction

1. Case process 2. Case category type security 3. Case process

A company uses Dynamics 365 Finance. Outbound documents do not meet the legal requirements for the regions to which they are sent. You need to configure the outbound documents to address the compliance need. In which order should you perform the actions? - Configure Electronic Reporting parameters - import the electronic reporting configurations - Create and activate electronic reporting framework providers

1. Configure Electronic Reporting params 2. Create and activate Electronic reporting framework providers 3. Import the electronic reporting configs

A company that distributes cleaning supplies and chemicals uses Dynamics 365 Supply Chain Management. The purchasing manager for the chemicals has the following requirements: • All purchasing agents in the department must have the purchase order list page configured to display vendors for only their buyer group. • The list page must display only open purchase orders that have a delivery date five days from the current date. The purchasing manager sets up the buyer group. The department personnel cannot see the changes. You need to complete the configuration. What should you do? Requirement: 1. Display only open purchase order five days forward 2. Allow agents to apply the manager's user interface changes Answers: - Create saved view - Configure user options - Share a personalization - User record template - Add tile to workspace

1. Create a saved view 2. Share a personalization

You are configuring a new Dynamics 365 app deployment for a company. The company has the following requirements: 1. Create a rewards program for customers. 2. Manage long-term relationships with customers through clienteling 3. Manage customer ledger entries to reconcile payments. A. D365 Finance B. D365 Supply chain management C. D365 Project operations D. D365 Commerce

1. D. D365 Commerce 2. D. D365 Commerce 3. A. D365 Finance

The company needs to implement master planning and budgeting. You need to recommend which apps the company should implement. Which apps should you recommend? Apps: - D365 Supply chain management - D365 Finance - D365 Human resources 1. Master planning 2. Budgeting

1. D365 Supply chain management 2. D365 Finance

A company requires data analysis for their business units from the default installation. You need to select the appropriate functional module area where the data analysis requirements will be met by the system objects. Which base reporting type objects should be used? To answer, drag the appropriate reporting type to the correct requirements. Reporting Types: - Form Based - Report based Requirement: 1. Add fields that can be viewed and filtered as an end user 2. Customize the view as an end user 3. Leverage the batch framework

1. Form Based 2. Form based 3. Report based

SIMULATION: A company named Fabrikam, Inc. plans to open an office in the United Kingdom. You need to create a new legal entity named Fabrikam that uses a company code of FABR. To complete this task, sign in to the Dynamics 365 portal. Steps:

1. Go to Navigation pane > Modules > Organization administration > Organizations > Legal entities. 2. Click New. 3. In the Name field, type Fabrikam. 4. In the Company field, type FABR. 5. In the Country/region field, enter or select a value. 6. Click OK.

A company is implementing Dynamics 365 Supply Chain Management. You need to configure a workflow to handle purchase requisitions. The workflow must meet the following requirements: ✑ Route the purchase requisition to the employee's direct manager for approval. A. Hierarchies B. Spending limits C. Participants D. Delegates ✑ Route the purchase requisition to the director of purchasing for all requisitions over $10,000. A. Signaling limits B. Spending limits C. Hierarchies D. Participants How should you configure the workflow?

1. Hierarchies 2. Spending limits

A client wants to automate approvals for various business processes. You need to use workflow configuration to meet the requirements. Which workflow configuration should you use? To answer, drag the appropriate configurations to the correct requirements. Configurations: - Hierarchy - User - Participant - Workflow user Requirement: 1. When a purchase requisition is submitted it should go to the employees manager 2. When an expense report is submitted it should go to a user group of managers

1. Hierarchy 2. Participant

A company that has two legal entities is implementing Dynamics 365 Finance. You need to ensure that the company can view the following business information: ✑ Information about the user that posts a journal transaction. - Audit trail - Audit workbench - Users - Voucher transactions ✑ Intercompany transactions between the two legal entities. - Accounting source explorer - original document - related vouchers

1. Information about the user that posts a journal transaction. -> Audit trail 2. Intercompany transactions between the two legal entities. -> related vouchers

A company named CompanyA is implementing Dynamics 365 Finance. The company is migrating organizational structure data from an older system.CompanyA has a wholly-owned subsidiary named CompanyB that reports its own financials. CompanyA and CompanyB transact with each other. The companies have three regional offices that are individual cost centers. You need to configure the organization. What should you use? - legal entity - financial dimension - financial dimension set - consolidation legal entity 1. Set up financials for Company B 2. Set up for regional offices

1. Legal entity 2. Financial dimension

An application stores the priority status value. The application is not integrated with Dynamics 365 Supply Chain Management. You need to select the element type to use in the workflow. Which element type should you use? Element Types: - manual tasks - manual decision - automated task - conditional decision Element Type: 1. User confirms if priority status is awarded, which will result in additional checks being skipped 2. A credit check must be performed by the system 3. If the customer does not have a primary phone number, additional tasks must be performed

1. Manual decision 2. Automated task 3. Conditional decision

You design flow control for a complex expense workflow. The workflow must run the approval process for several expensive reports simultaneously. If an expense report is for an amount more than $1,000, a supervisor must approve the expense report. You need to design the workflow. Which flow control elements should you use? Flow control shapes: - Conditional decision - Manual decision - Parallel activity - Subworkflow Requirement: 1. Run several processes simultaneously 2. Evaluate total amount for expense report

1. Parallel activity 2. Conditional decision

A company is implementing case management in Dynamics 365 Supply Chain Management. The company has the following requirements: ✑ Create a simplified user interface to create new cases. ✑ Send a confirmation email after a case is submitted. ✑ Create a report to display case metrics. You need to determine which technologies meet the requirements. Which technologies should you use? Tech: A. Power Apps B. Power Automate C. Power BI D. Microsoft Dataverse

1. Power Apps 2. Power Automate 3. Power BI

The company wants to add the following capabilities to the website: ✑ Allow customers to check store inventory. ✑ Send an email to the product purchasing manager if a customer checks store inventory and the product is not in stock. You need to configure the system. What should you use?

1. Power Virtual Agent 2. Power Automate

Your company sells widgets in cases of 12 units and pallets of 144 cases. You need to establish the units of measure. Which parameter is used to detail the units of measure? 1. Unit Class - quantity - mass - area 2. From unit in widgets-per-case conversion - unit -case - pallet - widgets 3. To unit in cases-per-pallet conversion - unit - case - pallet - widgets

1. Quantity 2. cases 3. cases

A company plans to use Dynamics 365 Finance. You need to implement the security architecture. Which component should you use for each requirement? A. Security roles B. Duties C. Privileges D. Permissions 1. Group security configuration for employees with same job function 2. Assign check-depositing tasks to a group of people as part of the accounts receivable process 3. Restrict access to a specific table or chart

1. Security roles 2. Duties 3. Permissions

You are tasked with setting up Case management in the Dynamics 365 Finance deployment for your organization.Your organization must use cases to track defect and enhancement reports for products, so that engineers can improve products over time. Only appropriate employees within the organization should have access to cases and related information. ✑ Call enter employees create thousands of service cases and ensure that the proper resources are allocated for each service .✑ Service department employees fix cases created by the call center and create cases for defects and enhancement suggestion when they identify them. ✑ Engineers review the cases from the service department while planning and designing the next version. You need to configure the tool to enable tracking of service cases and product defects and enhancements. Which Case management settings should you choose for each category or categories? To answer, select the appropriate options in the answer area. 1. Category to use? 2. Service department in which cases created? 3. Call center in which employees create cases?

1. Service and product change 2. Product change 3. Service

A company is migrating to Dynamics 365 Finance from a legacy system. The company is creating new questionnaires for customers. When the survey responses come in, the company wants to provide ratings as a foundation for a further discussion. You set up questionnaire types, question types, and questionnaire parameters. You need to design the questionnaire. In which order should you perform the actions? - Attach questions to the questionnaire - Set up the questionnaire - Set up questions and their association - Set up answer groups and answers

1. Set up answer groups and answers 2. Set up questions and their association 3. Set up the questionnaire 4. Attach questions to the questionnaire

You are a Dynamics 365 Finance system administrator. Data must be filtered based on given criteria to help users quickly reduce the number of records. You need to identify the appropriate syntax to solve user requirements. Which query filter syntax should you use? To answer, select the appropriate options in the answer area. 1. Today's date in a date field 2. Customers with names Tina and Tyna

1. T 2. T?na

You need to determine which tool or functionality best fits the scenario. Which feature or functionality should you use? Tools: - Business process flow - Workflow - Power automate - Task Guide 1. Guide a salesperson through creating the new customer record and order 2. Notify the finance manager of a new credit application by using email 3. Automatically update the order status when the credit limit is updated

1. Task guide 2. Power automate 3. Workflow

The company sets up a new legal entity and wants to update the main page of the entity with a large banner containing the company logo. You need to configure the new legal entity to display this. Which four actions should you perform in sequence? - Change the Dashboard company image type to Banner - Verify that the dashboard image type is set to default - select the new image - use the legal entities form - use the parameters form - edit the form

1. Use the legal entities form 2. Edit the form 3. Change the dashboard image type to banner 4. Select the new image

You are responsible for reviewing security roles. You need to determine whether roles have been assigned properly. Which reports should you use? 1. Review which roles members of the accounts receivable staff have - User role assignments - Role to user assignments - Security role access - Security duty assignments 2. Review who has been assigned the administrator role - User role assignments - Role to user assignments - Security role access - Security duty assignments 3. Determine whether a role has been modified to grant more permissions - User role assignments - Role to user assignments - Security role access - Security duty assignments

1. User role assignments 2. Role to user assignments 3. Security role access

You want to enhance usability in the Dynamics 365 Finance 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. Desired Result: 1. Filter retail stores by region from an all up workspace 2. Look for stores in Illinois from a view of stores Options: A. Workspace filter B. Section filter C. Grid column filter

1. Workspace filter 2. Section filter

You must send notifications to internal users when a new fixed asset is created or approved and acquired. You need to configure the system to meet the requirements. Which features should you use? - alert - electronic messaging - workflow 1. Send a notification when a new fixed asset is created 2. Send a notification when a new fixed asset is approved and acquired

1. alert 2. workflow

Which address book should you use for each scenario? A. employee B. global C. customer D. contact 1. Restrict account visibility for a given retail channel transaction. 2. Create an address for a vendor 3. Link workers to retail locations 4. Create an address for a prospect

1. customer 2. global 3. employee 4.contact

You set up a new installation of Dynamics 365 Finance for a Fortune 500 company. The company is organized into divisions. You need to design the structure in the application. What application features should you use? - Legal entity - Business unit - Department - Value stream 1. The fortune 500 company 2. A semi autonomous operating entity 3. Human resources 4. Production flow activity control

1. fortune 500 company = legal entity 2. semi autonomous operating entity = business unit 3. human resources = Department 4. production flow activity control = value stream

Topic 3

3

You want to enhance usability in the Dynamics 365 Finance deployment for an organization. You need to set up filters to help people find records that are used regularly. Which filter expressions should you use? Result: Does not contain Texas Filter Expression: A. !*Texas* B. "!Texas C. "Texas" D. >Texas

A. !*Texas*

You want to enhance usability in the Dynamics 365 Finance deployment for an organization. You need to set up filters to help people find records that are used regularly. Which filter expressions should you use? Result: After metal Filter Expression: A. >metal B. metal.. C. metal* D. <metal

A. >metal

You are a Dynamics 365 Finance systems analyst. A user configures an alert for purchase orders that have a delivery date of two weeks away. However, batch alerts are not being sent. You need to troubleshoot why alerts are not processing. What two actions may be the cause for alerts not being sent? Each correct answer presents a complete solution. A. A batch processing window may be set up for that batch job. B. The date format in the Dynamics 365 tenant does not match the format in the client device. C. The change-based alert has expired. D. There may not be a batch server assigned to the batch job.

A. A batch processing window may be set up for that batch job. D. There may not be a batch server assigned to the batch job.

You set up security roles for the users in a company. You must use standard security roles when possible. You need to identify the standard security roles. Which of the following can you assign to a user as a standard security role? A. Accounting manager B. Alliance manager C. Developer D. Business development manager

A. Accounting manager

A hospital plans to deploy a new instance of Dynamics 365 Finance. New users are created regularly. You must add all employees as users of the system and assign the appropriate role to users. Employees who have the initials M.D. after their name must be added to the Medical Doctors role. You schedule the automatic role assignment batch job. You need to complete the role assignment. What should you do? A. Add a rule with a query to add employees with M.D. initials to the Medical Doctors role. B. Select a user who has M.D. in the name. Assign the Medical Doctors role. Repeat for each user. C. Configure segregation of duties for the M.D. roles. D. Create a role with extended data security and assign it to the M.D. employees.

A. Add a rule with a query to add employees with M.D. initials to the Medical Doctors role.

You develop a Power Apps app that allows users to upload images. The app automatically resizes images and adds metadata tags to uploaded images. The app must automatically tag images of checks within Dynamics 365 Finance. You must enable access to the Power App from Finance and pass a variable to indicate context to the app. Pop-up blockers are enabled on all user devices. You need to configure the app. What are two possible ways to achieve the goal? A. Add the app by using the Power Apps button on the standard Action pane. B. Use JavaScript to open a modeless dialog. Pass the context with a querystring value. C. Use JavaScript to open a new modal dialog. Pass the context with a querystring value. D. Embed the app on a page as a FastTab. E. Create a Power Automate flow that sends an email with a link to open the app.

A. Add the app by using the Power Apps button on the standard Action pane. D. Embed the app on a page as a FastTab.

The company wants to use Power BI to view the actuals versus budget amounts of the current fiscal year. This requires handling several million transactions. Some data must be near-real-time while other data must be updated every 10 minutes. You need to identify which solution components meet these requirements. Which component should you use for each requirement? 2. Allow data to refresh every 10 minutes A. Aggregate measurements B. Power BI direct query C. Common data service D. Business events

A. Aggregate measurements

You are a Dynamics 365 Finance system administrator. A company named Contoso Ltd. is creating a new legal entity that will be similar to an existing legal entity. Team members copy key entities to the new legal entity using the Data management workspace. They indicate that there were already-configured pieces of data unique to the new legal entity before they ran the Copy into legal entity process. The data import/export framework settings are listed in the table below: You need to determine what happened to the already-configured pieces of data. What happened to the data? A. Any source legal entity data that already exists in the destination legal entity will be updated. B. Any source legal entity data that already exists in the destination legal entity will be displayed as an error for user action in the Data management workspace. C. Any destination legal entity data will be deleted, and the source data will be inserted. D. Any source legal entity data that already exists in the destination legal entity will be ignored.

A. Any source legal entity data that already exists in the destination legal entity will be updated.

Your company has a Dynamics 365 Finance environment that includes the use of Lifecycle Services (LCS). You want to make sure that you are able to use Business Process Modeler (BPM) in the environment. Which of the following is TRUE with regards to using BPM? A. As a minimum, you need Microsoft Office 2010 and a Microsoft Azure DevOps project. B. As a minimum, you need Microsoft Office 2019 and a Microsoft Azure DevOps project. C. As a minimum, you need Microsoft Office 2010 and Dynamics 365 Project Service Automation. D. As a minimum, you need Microsoft Office 2019 and Dynamics 365 Project Service Automation.

A. As a minimum, you need Microsoft Office 2010 and a Microsoft Azure DevOps project.

You are responsible for automation efforts in a Dynamics 365 Finance environment. You are running into performance issues on a specific Application Object Server (AOS) that is over-used. You need to alter your batch processing of high-demand items to have affinity to a new AOS server. Which batch processing component should you change? A. Batch group B. Batch periods C. Batch task D. Batch job

A. Batch group

Security Role A. Can be automatically assigned to users through batch jobs B. Is assessed through entry points C. Corresponds to parts of a business process and can be segregated

A. Can be automatically assigned to users through batch jobs

A user with minimal privileges forgets to enter customer payments for the previous 15 days. The user needs to enter all the payments using a previous date instead of the current date. What should the user do? A. Change the date of the user session in the session date form. B. Change the system date on the user's operating system and restart the browser. C. Change the date of the customer payment journal header. D. Change the system date of the Application Object Server (AOS) in system administration.

A. Change the date of the user session in the session date form.

Run a different workflow for each region A. Condition B. Automatic action C. Parallel activity D. Automated task

A. Condition

Your organization conducts business within the United States, with offices in several states. The organization has legal entities defined for each state and must share common tables between entities. Each legal entity has the following setup: ✑ Users ✑ Products ✑ Customers ✑ Tax authorities ✑ Payment terms ✑ Human Resources data ✑ Site-specific stock ordering You need to consolidate reports used for financial-consolidation reporting in a new legal entity. What should you do? A. Define the consolidation period B. Specify the range of product for consolidation C. Define Human Resources data D. Create users

A. Define the consolidation period

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.) A. Duties correspond to parts of a business process. B. Duties stipulate the level of access that is needed to perform a job, fix a problem, or conclude an assignment. C. Related duties can be assigned to separate roles. D. Duties group the securable objects and access levels that are needed to execute a function.

A. Duties correspond to parts of a business process. C. Related duties can be assigned to separate roles

You assign security roles to users in your company. The security roles contain one or more duty assignments. The purchasing manager role must be able to view payment journals. You need to edit the security configuration to meet the requirement. What should you do? A. Edit the duty to view only on the payment journal. The duty is assigned to the purchasing manager role. B. Edit the existing role and assign the View payment journal transactions permission level. C. Create a new privilege. Assign the View only permission to the privilege. Then assign the privilege to the user. D. Create a new security role. Create a purchasing manager duty and assign it to that role. Then assign the duty to the user.

A. Edit the duty to view only on the payment journal. The duty is assigned to the purchasing manager role.

A company implements Dynamics 365 Finance and sets up and configures the system to support its reporting requirements using Microsoft Power BI. A user creates a chart in her Power BI instance to display customer order patterns for the top 10 customers daily. You need to configure the Power BI integration to pin the chart to the user's workspace in Dynamics 365 Finance. Which three actions should you perform? Each correct answer presents part of the solution. A. In the Dynamics 365 Finance client, authorize sign-in to Power BI. B. In Azure Active Directory, grant the customer services manager administrative permissions to the company's Azure Active Directory account to run the report. C. In Microsoft Azure Active Directory, add the PowerBI service to the app registration and grant the necessary delegated permissions. D. In the Entity store, configure the Application ID and Application key for PowerBI. E. In the Dynamics 365 Finance System administration setup screen in PowerBI.com, configure the application ID and application key.

A. In the Dynamics 365 Finance client, authorize sign-in to Power BI. C. In Microsoft Azure Active Directory, add the PowerBI service to the app registration and grant the necessary delegated permissions. E. In the Dynamics 365 Finance System administration setup screen in PowerBI.com, configure the application ID and application key.

A client runs Dynamics 365 Finance. The client wants to implement supply chain functionality that is fully integrated with the current Dynamics 365 Retail instance. You need to implement the new functionality. What should you do? A. Integrate Dynamics 365 Retail with Dynamics 365 Finance by using Common Data Model. B. Provision new instances of Dynamics 365 Finance and Dynamics 365 Supply Chain Management by using Lifecycle Services. C. Clear the Dynamics 365 Finance configuration in the License configuration form. D. Clear the Dynamics 365 Retail configuration in the License configuration form.

A. Integrate Dynamics 365 Retail with Dynamics 365 Finance by using Common Data Model.

A company wants to display a warehouse's performance metrics on a Power BI dashboard on a display in the warehouse. You need to connect the Power BI instance to the Dynamics 365 Supply Chain Management instance that the warehouse uses. Which three actions should you perform? A. Link Azure to Dynamics 365 Supply Chain Management by entering the Application ID in Dynamics 365 Supply Chain Management. B. Register the preconfigured Dynamics 365 service account within Azure. C. Obtain Azure Active Directory (Azure AD) administrative access. D. Configure the Dynamics 365 Entity Store. E. Register the Dynamics 365 application URL within Azure.

A. Link Azure to Dynamics 365 Supply Chain Management by entering the Application ID in Dynamics 365 Supply Chain Management. C. Obtain Azure Active Directory (Azure AD) administrative access. E. Register the Dynamics 365 application URL within Azure.

You set up a new instance of Dynamics 365 Finance. The IT department needs to track requisitions for new equipment by using unique identifiers. Due to regulatory requirements, the unique identifiers must not have missing values. Everyone in the organization will make requisitions using the unique identifiers. You need to establish unique identifiers. Parameter: 1. System entity Application feature: A. Number sequences B. Case management C. Workflow system D. Purchasing policy

A. Number sequences

A company needs to be able to search for given addresses and remove all personally identifiable information about vendors, customers, and employees who might be in their system. You need to identify a tool to quickly accomplish this. Which tool should you use? A. Person search report B. Global search reporting C. GDPR request D. Asset classification

A. Person search report

A company implements Dynamics 365 Supply Chain Management and Dynamics 365 Finance. The company adds new vendors to the system. A purchasing agent is responsible for populating all company-mandated fields on new vendor records. Once the vendor is created, the purchasing manager must approve the vendor record before the vendor record can be used in any purchase requisitions. Every Friday, the purchasing director must receive an email with the list of new vendors added to the system in the prior week. You need to configure the system. Which tools should you use? - Send the purchasing manager an email every Friday with new vendor information A. Power automate B. Workflow C. Data task automation

A. Power automate

You are currently establishing the location of work items.Which two of the following work items are located in Accounts payable? A. Purchase order. B. Vendor invoice. C. Transfer order. D. Customer Invoice. E. Sales Order.

A. Purchase order. B. Vendor invoice.

A company plans to create a new workspace. You need to design the workspace. Which three components are mandatory? Each correct answer presents part of a solution. A. Related links B. Summary section C. Tabbed list D. Power BI section E. Section charts

A. Related links B. Summary section C. Tabbed list

You are a Dynamics 365 Finance system administrator. The expense department relies heavily on properly operating workflows. If there is a failure in the workflow, the issue needs to get resolved quickly. You need to make sure that the system actively tracks the status, so the support team can monitor and take actions against any failures. What should you do? Each correct answer presents a complete solution. A. Set the monitoring category of the Workflow message processing batch job to Workflow. B. Set the critical job flag of the Workflow message processing batch job to True. C. Set the Ignore task failure flag of the Workflow message processing batch job to False. D. Set the batch job named Workflow message processing to send an email when the status of the batch job is Error. E. Set the priority field of the Workflow message processing batch job to 1.

A. Set the monitoring category of the Workflow message processing batch job to Workflow. B. Set the critical job flag of the Workflow message processing batch job to True. D. Set the batch job named Workflow message processing to send an email when the status of the batch job is Error.

A company implements Dynamics 365 Supply Chain Management and Dynamics 365 Finance. The company adds new vendors to the system. A purchasing agent is responsible for populating all company-mandated fields on new vendor records. Once the vendor is created, the purchasing manager must approve the vendor record before the vendor record can be used in any purchase requisitions. Every Friday, the purchasing director must receive an email with the list of new vendors added to the system in the prior week. You need to configure the system. Which tools should you use? - Assist a new purchasing agent with vendor creation A. Task guide B. Power automate C. Workflow D. Business process modeler

A. Task Guide

You have a requirement that the component data for address structure in the system be available in Portuguese (Brazil). You need to provide address and contact information in Portuguese. What should you do? A. Under Organization administration, on the Global addresses tab, enter the appropriate translation value in the translations form B. In User options, set the language preference to Portuguese pt-BR and enter addresses for customers and vendors C. Upload files to Dynamics 365 Translation Services (DTS) for conversion D. Apply return from Dynamics 365 Translation Services (DTS) to the system by submitting a support ticket

A. Under Organization administration, on the Global addresses tab, enter the appropriate translation value in the translations form

Generate a file to send to a coworker for additional personalization. A. Use an email app such as Outlook B. Use the dynamics 365 email client C. Use Microsoft Exchange server for email

A. Use an email app such as Outlook

You set up security roles for the users in a company. You must use standard security roles when possible. You need to identify the standard security roles. Which of the following can you assign to a user as a standard security role? A. Waterspider B. System engineer C. Developer D. Business development manager

A. Waterspider

A company implements Dynamics 365 Supply Chain Management and Dynamics 365 Finance. The company adds new vendors to the system. A purchasing agent is responsible for populating all company-mandated fields on new vendor records. Once the vendor is created, the purchasing manager must approve the vendor record before the vendor record can be used in any purchase requisitions. Every Friday, the purchasing director must receive an email with the list of new vendors added to the system in the prior week. You need to configure the system. Which tools should you use? - Send information about a new vendor to a purchasing manager for approval A. Workflow B. Business Process modeler C. Data Task automation D. Regression suite automation tool

A. Workflow

You have the following user requirements: ✑ A. The ability to see a tile that will display the total of all received purchase orders ✑ B. Coordinate the closure of Accounts payable after the last payment has been processed for the month You need to configure the system. Which option should you use? - Workspace - Workflow - Purchase order inquiry - Purchase order report

A. Workspace B. Workspace

Users import huge amounts of data into the system every day. You want to optimize the performance for the imports. You configure entity execution parameters to make the data import MULTI-THREADED. Has your objective been met? A. Yes B. No

A. Yes

Users report that purchase order numbers are being generated in a non-continuous configuration during bulk purchase order creation. You need to determine how to improve performance. Solution: ENABLE PREALLOCATION FOR THE PURCHASE ORDER NUMBER SEQUENCE Does the solution meet the goal? A. Yes B. No

A. Yes

You are a Dynamics 365 Finance sales manager. You use a Power BI dashboard that shows near-real-time sales data from reports and tiles. It is impractical to keep switching between multiple applications. You need to configure a way to access the Power BI reports within the Dynamics 365 Finance client. Solution: Create a link to the Power BI reports in your workspace. Does the solution meet the goal? A. Yes B. No

A. Yes

You are a Dynamics 365 Finance security administrator. When testing security setups, users report that certain roles are gaining access to sensitive information via a form in the system. You must investigate which user roles have what visibility and access level to system objects, and then send a report to the implementation team to address security compliance concerns. You need to report the information from the system. Solution: GENERATE THE SECURITY ROLE ACCESS REPORT Does the solution meet the goal? A. Yes B. No

A. Yes

You are configuring Dynamics 365 Finance to make sure that the typical secure SMTP settings are used for sending email. You make sure that the SMTP port field is set to 587. Does this action ensure that secure SMTP settings are used? A. Yes, it does B. No, it does not

A. Yes

You are responsible for approving purchases that exceed of a quarter million dollars. You need to use User Options to allow another user to take over your role. You add the user and assign the user the WORKFLOW scope. Does this action allow the user to take over your role? A. Yes, it does B. No, it does not

A. Yes, it does

Your company has a Dynamics 365 Finance environment that has been extensively modified. Various users have begun complaining about a number of significant problems. A new hotfix that will remedy these problems has become available. You want to make sure that the hotfix does not disrupt any modifications. You have downloaded the hotfix from Lifecycle Services (LCS) and install the hotfix in your Microsoft Azure DevOps application development environment in a PENDING state. Does this action indicate whether the hotfix disrupts any modifications or not? A. Yes, it does B. No, it does not

A. Yes, it does

You want to enhance usability in the Dynamics 365 Finance deployment for an organization. You need to set up filters to help people find records that are used regularly. Which filter expressions should you use? Result: Is circle or is equal to circle Filter expression: A. circle B. circle* C. circle.. D. ..circle

A. circle

You are asked to trigger a Power Automate flow for an approval for a business process that is not in the business events list. You need to trigger the Power Automate flow without any code. What are two possible ways to trigger the Power Automate workflow? A. from a due date alert B. from a change-based alert C. from a component in the Dynamics 365 Finance Workflow Designer D. from an application business event E. from a user's personalization functionality

A. from a due date alert B. from a change-based alert

You are tasked with creating address books in your company's environment. You are preparing to create a global address book, as well as additional address books for each line of business. Which of the following are party types that can be added to global and additional address books? A. Customer B. Vendor C. Person D. Organization

Answer: Person and Organization = Party types. Customer and Vendor = party roles

You are responsible for assessing business processes and their related prerequisites, which includes bugs, tasks, backlog items, tests, and documents.You have been tasked with tracking the progress of your implementation project and correlate different work items with prerequisites and business processes. You also have to detect and distribute bug fixes within your regular delivery schedule.Which of the following should you use to create business process maps? A. Microsoft Visio B. Business process modeler C. Microsoft Azure DevOps D. Microsoft GitHub

B. Business process modeler - last sentence...

Over the years your company has acquired a vast number of partnerships. The partnership information is currently saved in a legacy system. You export the partnership information to Microsoft Word format and generate Partnership and PartnershipGroup entities. You are now preparing to import the partnership information into Dynamics 365 for Finance. To achieve your goal, you need to convert the word files into a different format. Which of the following is the format that the word files should be converted to? A. ODT B. CSV C. RTF D. HTML

B. CSV

A company plans to set up an organizational hierarchy to manage organizational relationships. You need to identify which organizational purpose to use. What purpose can you assign to an organizational hierarchy? A. Financial reason code B. Centralized payments C. Cost accounting D. Price models

B. Centralized payments

You set up a new instance of Dynamics 365 Finance. The IT department needs to track requisitions for new equipment by using unique identifiers. Due to regulatory requirements, the unique identifiers must not have missing values. Everyone in the organization will make requisitions using the unique identifiers. You need to establish unique identifiers. Parameter: 2. Type for a prefix of ITreq Application feature: A. Alphanumeric segment B. Constant segment

B. Constant segment

You set up a new instance of Dynamics 365 Finance. The IT department needs to track requisitions for new equipment by using unique identifiers. Due to regulatory requirements, the unique identifiers must not have missing values. Everyone in the organization will make requisitions using the unique identifiers. You need to establish unique identifiers. Parameter: 4. Type Application feature: A. Non-continuous B. Continuous

B. Continuous

You have over 2,000 vendor records. You configure vendor groups to differentiate international vendors from domestic vendors. You need to locate vendors in France with payment terms of 30 days. What should you do? A. Use the global address book to locate the vendors. B. Create an advanced filter on the All vendors list page. C. Create a report filtered by vendor group. D. Use a successive quick filter for vendor group and payment terms.

B. Create an advanced filter on the All vendors list page.

A company implements Dynamics 365 for Finance. They need additional information and want a subledger to record information for additional reporting rather than customizing all reports. You need to set up the posting to accommodate the need for a subledger. Which three actions should you take? Each answer presents part of the solution. A. Update existing reports to prevent data in the identified area from reporting B. Create posting profiles to post to the identified area as needed for the request C. Create posting definitions to post to the identified area as needed for the request D. Update existing reports to add data in the identified area from reporting E. Identify an area of the chart of accounts to record to as the subledger

B. Create posting profiles to post to the identified area as needed for the request C. Create posting definitions to post to the identified area as needed for the request E. Identify an area of the chart of accounts to record to as the subledger

You are the administrator of a Dynamics 365 Finance system. Messages sent from the system exceed the sending limits of the Microsoft 365 Exchange Online service. You need to prevent sending limits from being exceeded. What should you configure? A. Email distributor batch job B. Email throttling C. Throttling priority mappings D. Attachment size limits

B. Email throttling

You have been tasked with restarting Internet Information Service (IIS) service in a nonproduction Tier 2 environment. You have signed in to Lifecycle Services (LCS), and selected the necessary environment. Which of the following is the page you should navigate to? A. Project users B. Environment details C. Environment monitoring D. System Administration parameters

B. Environment details

Permissions A. Can be automatically assigned to users through batch jobs B. Is assessed through entry points C. Corresponds to parts of a business process and can be segregated D. Specifies the level of access to perform a job or solve a problem

B. Is assessed through entry points

You are in the process of configuring fiscal calendars in financial accounting. Which two of the following options are TRUE with regards to fiscal calendars? A. It is a non-compulsory setup. B. It is a compulsory setup. C. It can be used for a fixed asset calendar. D. It can be used for a procurement asset calendar.

B. It is a compulsory setup. C. It can be used for a fixed asset calendar.

Create a mobile app that allows users to consistently create and modify data in a FinOps app data entity through a business process flow component with a SiteMap to provide the navigation structure A. Canvas B. Model Driven C. Xamarin D. Azure Web

B. Model Driven

You have been tasked with implementing new processes via mobile apps. You plan to create a mobile app that gives users the ability to consistently generate and alter data in a Finance and operations app data entity via a business process flow component with a SiteMap to make the navigation structure available. Which of the following is the app type you should use? A. Canvas app B. Model-driven app C. Portal D. Xamarin

B. Model-driven app

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution. Determine whether the solution meets the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution. After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen. You are a Dynamics 365 Finance sales manager. You use a Power BI dashboard that shows near-real-time sales data from reports and tiles. It is impractical to keep switching between multiple applications. You need to configure a way to access the Power BI reports within the Dynamics 365 Finance client. Solution: Include the Power BI reports in a Power BI App and pin the Power BI App to your workspace. Does the solution meet the goal? A. Yes B. No

B. No

Users import huge amounts of data into the system every day. You want to optimize the performance for the imports. You enable change tracking for the data entities. Has your objective been met? A. Yes B. No

B. No

Users import huge amounts of data into the system every day. You want to optimize the performance for the imports.You enable data import recurrence. Has your objective been met? A. Yes B. No

B. No

Users report that purchase order numbers are being generated in a non-continuous configuration during bulk purchase order creation. You need to determine how to improve performance. Solution: Run the automatic cleanup of number sequences job. Does the solution meet the goal? A. Yes B. No

B. No

Users report that purchase order numbers are being generated in a non-continuous configuration during bulk purchase order creation. You need to determine how to improve performance. Solution: Create a new number sequence using the number sequence wizard. Does the solution meet the goal? A. Yes B. No

B. No

When testing security setups, users report that certain roles are gaining access to sensitive information via a form in the system. You must investigate which user roles have what visibility and access level to system objects, and then send a report to the implementation team to address security compliance concerns. You need to report the information from the system. Solution: Generate the Security duty assignments report. Does the solution meet the goal? A. Yes B. No

B. No

You are a Dynamics 365 Finance sales manager. You use a Power BI dashboard that shows near-real-time sales data from reports and tiles. It is impractical to keep switching between multiple applications. You need to configure a way to access the Power BI reports within the Dynamics 365 Finance client. Solution: Embed the Power BI reports on your application homepage. Does the solution meet the goal? A. Yes B. No

B. No

You are a Dynamics 365 Finance sales manager. You use a Power BI dashboard that shows near-real-time sales data from reports and tiles. It is impractical to keep switching between multiple applications. You need to configure a way to access the Power BI reports within the Dynamics 365 Finance client. Solution: Import the Power BI reports through Lifecycle Services and pin it to your workspace. Does the solution meet the goal? A. Yes B. No

B. No

You are a Dynamics 365 Finance security administrator. When testing security setups, users report that certain roles are gaining access to sensitive information via a form in the system. You must investigate which user roles have what visibility and access level to system objects, and then send a report to the implementation team to address security compliance concerns. You need to report the information from the system. Solution: GENERATE THE ROLE TO USER ASSIGNMENTS REPORT. Does the solution meet the goal? A. Yes B. No

B. No

You are a Dynamics 365 Finance security administrator. When testing security setups, users report that certain roles are gaining access to sensitive information via a form in the system. You must investigate which user roles have what visibility and access level to system objects, and then send a report to the implementation team to address security compliance concerns. You need to report the information from the system. Solution: GENERATE THE USER ROLE ASSIGNMENTS REPORT. Does the solution meet the goal? A. Yes B. No

B. No

You are configuring Dynamics 365 Finance to make sure that the typical secure SMTP settings are used for sending email. You make sure that In-place hold and Litigation hold are enabled. Does this action ensure that secure SMTP settings are used? A. Yes, it does B. No, it does not

B. No

You are responsible for approving purchases that exceed of a quarter million dollars. You need to use User Options to allow another user to take over your role. You add the user and assign the user the MODULE scope. Does this action allow the user to take over your role? A. Yes, it does B. No, it does not

B. No, it does not

Your company has a Dynamics 365 Finance environment that has been extensively modified. Various users have begun complaining about a number of significant problems. A new hotfix that will remedy these problems has become available. You want to make sure that the hotfix does not disrupt any modifications. You have downloaded the hotfix from Lifecycle Services (LCS) and install the hotfix in your Microsoft Azure DevOps application development environment in an ACTIVE state. Does this action indicate whether the hotfix disrupts any modifications or not? A. Yes, it does B. No, it does not

B. No, it does not

Your company has a Dynamics 365 Finance environment that has been extensively modified. Various users have begun complaining about a number of significant problems. A new hotfix that will remedy these problems has become available. You want to make sure that the hotfix does not disrupt any modifications. You have downloaded the hotfix from Lifecycle Services (LCS) and install the hotfix in your Microsoft Azure DevOps application development environment in an IDLE state. Does this action indicate whether the hotfix disrupts any modifications or not? A. Yes, it does B. No, it does not

B. No, it does not

Your company uses Dynamics 365 Finance. You are responsible for approving purchases that exceed of a quarter million dollars. You need to use User Options to allow another user to take over your role. You add the user and assign the user the ALL scope. Does this action allow the user to take over your role? A. Yes, it does B. No, it does not

B. No, it does not

You are preparing to migrate data to Dynamics 365 Finance from a personalized version of a legacy application. A number of the fields in the entity are identical, while others vary. You want to automatically map as much fields as you can within Dynamics 365 Finance. You create source mapping. Does this action map the fields in Dynamics 365 Finance? A. Yes, it does B. No, it does not

B. No, it does not Correct = mapping visualization tool

You are preparing to migrate data to Dynamics 365 Finance from a personalized version of a legacy application. A number of the fields in the entity are identical, while others vary. You want to automatically map as much fields as you can within Dynamics 365 Finance. You make use of the Data task automation tool. Does this action map the fields in Dynamics 365 Finance? A. Yes, it does B. No, it does not

B. No, it does not Data task automation is used for regression testing, not data mapping. correct = mapping visualization tool

You are preparing to migrate data to Dynamics 365 Finance from a personalized version of a legacy application. A number of the fields in the entity are identical, while others vary. You want to automatically map as much fields as you can within Dynamics 365 Finance. You make use of the Mapping visualization tool. Does this action map the fields in Dynamics 365 Finance? A. Yes, it does B. No, it does not

B. No, it does not Generate source mapping

The company's purchasing agents must be able to create purchase orders for a first-time vendor. All new vendor requests must be reviewed and approved by the accounts payable manager. A workflow must send an email to the accounts payable manager and the senior accounts payable clerk notifying both when a vendor application is waiting for approval. The workflow must be configured to account for people changing job roles. You need to configure the system to meet these requirements. What should you do? A. On the Recipient tab, select Workflow user. Then, select the role for vendor approval from the list. B. On the Recipient tab, select Participant. Then, select the role for vendor approval from the list. C. On the Recipient tab, select User. Then, select the users for the accounts payable manager and the senior accounts payable clerk from the list. D. On the Recipient tab, select Workflow user. Then, select the user for purchasing agents from the list. E. On the Recipient tab, select User. Then, select the role for vendor approval from the list. F. On the Recipient tab, select Participant. Then, select the users for the accounts payable manager and the senior accounts payable clerk from the list.

B. On the Recipient tab, select Participant. Then, select the role for vendor approval from the list.

You are assisting a systems administrator with email configuration for the system. The system is currently configured to prompt users for the manner in which they want to send emails according to the circumstance. Which of the following is the messaging tool you would use to create a file to send to a colleague for further personalization? A. The Dynamics 365 email client. B. Outlook. C. A third-party email service. D. Microsoft Exchange server.

B. Outlook.

Send an email to a group of users by role when a workflow task is rejected A. Workflow user B. Participant C. Queue

B. Participant

A company plans to create a global address book and additional address books for each line of business. You need to help add parties to the address books. Which two party types can you use for both the global address book and the additional address books? Each correct answer presents a complete solution. A. Customer B. Person C. Competitor D. Organization E. Vendor

B. Person D. Organization

You need to consider the underlined segment to establish whether it is accurate. The GLOBAL SEARCH REPORTING TOOL can be used to speedily find personal data for a specified individual. Select `No adjustment required` if the underlined segment is accurate. If the underlined segment is inaccurate, select the accurate option. A. No adjustment required. B. Person search report C. GDPR request D. Relevance search report

B. Person search report

A company implements Dynamics 365 Finance. The company uses business events to trigger sales order processes. The cutoff for shipping customer orders is 3:00 PM. You need to notify the warehouse manager in a Microsoft Teams channel whenever business events occur after 3:00 PM. Which tool should you use? A. Power BI B. Power Automate C. Workflow framework D. Power Virtual Agents

B. Power Automate

You are a systems administrator for a Dynamics 365 Finance environment. You need to configure an alert to notify the person responsible for deliverables that production may be delayed and deliveries to production are postponed. For which object should you configure the alert? A. Product B. Purchase order C. Inventory location D. Inventory control

B. Purchase order

You have found a large number of unused purchase order numbers. These order numbers are also not being reused. Procurement processes are running 24/7 at present, and interruptions are not allowed. You have to make sure that the unused purchase order numbers are used in the system. Which of the following actions should you take? (Choose all that apply.) A. Change the number sequence to continuous. B. Run Automatic cleanup of number sequence. C. Change the number sequence to non-continuous. D. Create the new purchase orders. E. Assign the number sequences to the new purchase orders manually.

B. Run Automatic cleanup of number sequence. D. Create the new purchase orders.

You are setting up Dynamics 365 Finance for a company started in the United States and Canada. You are currently determining policy rules for purchasing. You need to make sure that personnel in the United States and Canada purchase from separate catalogs and suppliers. Which of the following actions should you take? A. Set up catalog policy rules. B. Set up purchasing policies at the legal-entity level. C. Set up category access policy rules. D. Set up purchasing policies at the organization level.

B. Set up purchasing policies at the legal-entity level.

You are preparing to migrate data to a Dynamics 365 Finance environment from Dynamics AX 2009.You have to make sure that the data migration can be executed. Which of the following is TRUE with regards to this scenario? A. The current on-premises environment must first be upgraded to Dynamics 365 Finance online. B. The migration can run without upgrading the current on-premises environment. C. The current on-premises environment must first be upgraded to Dynamics AX 2012 R2. D. The current on-premises environment must first be upgraded to Dynamics AX 2009R3

B. The migration can run without upgrading the current on-premises environment.

Send an email with a generic email address without generating external file A. Use an email app such as Outlook B. Use the dynamics 365 email client C. Use Microsoft Exchange server for email

B. Use the dynamics 365 email client

You need to ensure that employees can submit and approve their own Dynamics 365 Finance workflow requests. What are two possible ways to achieve this goal? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point. A. Add the employees to the workflow administrator security role. B. Add the employees to Azure Active Directory (Azure AD) as domain administrators. C. Add the employees as an approver to the workflow action. D. Create a modification in the code that allows employees to modify workflows. E. Clear the Disallow approval by submitter check box.

C. Add the employees as an approver to the workflow action. E. Clear the Disallow approval by submitter check box.

You are documenting the steps required to add a new customer to the system by using the Task Recorder utility. You want to add a credit check step that will be performed by a third-party app. You want the credit check step to be part of the documentation. How should you add the credit check step? A. Add the step as a Start sub-task B. Add the step as an Action step C. Add the step as an Info step D. Add the step as a Queued Pending step

C. Add the step as an Info step

Your company has Dynamics 365 Finance system. You are documenting the steps required to add a new customer to the system by using the Task Recorder utility. You want to add a credit check step that will be performed by a third-party app. You want the credit check step to be part of the documentation. How should you add the credit check step? A. Add the step as a Start sub-task B. Add the step as an Action step C. Add the step as an Info step D. Add the step as a Queued Pending step

C. Add the step as an Info step

A company uses Dynamics 365 Supply Chain Management. You plan to create four model-driven apps to add additional capabilities. You need to ensure that the apps can consume, share, and modify the same data. What should you use? A. Lifecycle Services B. Master Data Services C. Common Data Service D. Power BI Service

C. Common Data Service

Duty A. Can be automatically assigned to users through batch jobs B. Is assessed through entry points C. Corresponds to parts of a business process and can be segregated D. Specifies the level of access to perform a job or solve a problem

C. Corresponds to parts of a business process and can be segregated

User1 is an approver of expense reports. User1 will be on vacation next week. You need to configure the system to assign a user named User2 temporary permissions to review and approve expense report submissions while User1 is on vacation. What should you do? A. Assign User2 as the approver for expense reports using the workflow designer. B. Assign User2 the same user security roles as User1. C. Create a delegation rule for User1 for the duration of the vacation period. D. Create a delegation rule for User2 for the duration of the vacation period.

C. Create a delegation rule for User1 for the duration of the vacation period. (I guess if you interpret it as delegating the user 1 permissions, and then assigning them to user 2)

The company wants to use Power BI to view the actuals versus budget amounts of the current fiscal year. This requires handling several million transactions. Some data must be near-real-time while other data must be updated every 10 minutes. You need to identify which solution components meet these requirements. Which component should you use for each requirement? 1. View large data sets requiring near real time data that is optimized for reporting A. Transaction DB B. Common data service C. Entity Store D. D365 entities

C. Entity Store

You are a systems administrator at a company that has implemented Dynamics 365 Finance. New employees are starting at the company. You need to extend the electronic signatures functionality to them. Which two actions should you perform? A. On the Email parameters page, specify that SSL is required B. Specify the user's email address C. In License configuration, enable Maintenance mode D. Select the Electronic signature check box

C. In License configuration, enable Maintenance mode D. Select the Electronic signature check box

You are developing a new Dynamics 365 Finance system for your company. You want to create test plans that members of your team can use to test code during the development of the system. You want to use a utility that will track and document test plans, as well as issues and their remediations. What utility should you use? A. Task recorder for Finance and Operations apps B. Business process modeler (BPM) Library C. Microsoft Azure DevOps D. Microsoft Power Platform. E. Configuration data manager

C. Microsoft Azure DevOps

Include a notification with workflow specific data A. notification texts B. Work item instructions C. Placeholders D. Line item workflows

C. Placeholders

You need to consider the underlined segment to establish whether it is accurate. To review who has been assigned the administrator role, you should use the SECURITY DUTY ASSIGNMENTS REPORT. Select `No adjustment required` if the underlined segment is accurate. If the underlined segment is inaccurate, select the accurate option. A. No adjustment required. B. Security role access C. Role to user assignments D. User role assignments

C. Role to user assignments

You have 50 identified purchase order numbers that are not used in the system and are not being recycled. Why they are missing is unknown. Purchasing operations is currently operating around the clock and no downtime can occur. You need to use the missing numbers in the system. What should you do? A. Run the Number sequence wizard for the purchase order number sequence B. Change the number sequence to continuous and create the new purchase orders C. Run Automatic cleanup of number sequence and create the new purchase orders D. Change the number sequence to non-continuous and create the new purchase orders E. Change the number sequence to manual, then manually assign the number sequences to the new purchase orders

C. Run Automatic cleanup of number sequence and create the new purchase orders

You are currently determining policy rules for purchasing. You are informed that your solution should allow for a certain user to only access the Tools category when generating purchase requisitions. Which of the following actions should you take? A. Set up catalog policy rules. B. Set up category policy rule C. Set up category access policy rules. D. Set up purchasing policies at the organization level.

C. Set up category access policy rules.

Users in the accounts payable roles and inventory management roles can edit the general ledger details for all departments. These roles must not be able to change the inventory on hand or be able to pay a parts supplier. The users have physical access to warehouses. You attempt to remove the users from the roles and see that the users are then added back to the roles. Users must not be able to be added to both roles. Users in a single role must be able to perform their duties. You need to ensure that users are assigned to the proper roles. What are two possible ways to achieve this goal? Each correct answer presents a complete solution. A. Remove the privileges from the roles. B. Include the users in automatic assignment. C. Set up segregation of duties for the users. D. Remove segregation of duties for the users. E. Exclude the users from automatic assignment.

C. Set up segregation of duties for the users. E. Exclude the users from automatic assignment.

You set up a new instance of Dynamics 365 Finance. The IT department needs to track requisitions for new equipment by using unique identifiers. Due to regulatory requirements, the unique identifiers must not have missing values. Everyone in the organization will make requisitions using the unique identifiers. You need to establish unique identifiers. Parameter: 3. Scope Application feature: A. Legal entity B. Company C. Shared

C. Shared

You have been tasked with making sure that users are able to quickly reduce the number of records. To do this, the data must be filtered according to specified criteria.Which of the following is the appropriate query filter syntax for today's date in a date field?Which filter syntax should you use? To answer, select the appropriate options in the answer area. A. DD B. D C. T D. T(0)

C. T

You are the primary approver for purchase requisitions that are greater than $500,000. You are going on vacation for two weeks. You need to assign another user as the approver only for purchase requisitions greater than $500,000. What should you do? A. Under User Options, add a user and assign the scope of Module B. Under User Options, add a user and assign the scope of All C. Under User Options, add a user and assign the scope of Workflow

C. Under User Options, add a user and assign the scope of Workflow

Send an email with the actual user's email address without generating an external file A. Use an email app such as Outlook B. Use the dynamics 365 email client C. Use Microsoft Exchange server for email

C. Use Microsoft Exchange server for email

As part of the company's effort to regulate business processes, you plan to make use of the Business Process Modeler (BPM) tool in Lifecycle Services (LCS) to make business process alignment possible.You are classifying the key capabilities of BPM with regards to integration.Which of the following is TRUE with regards to the above scenario? A. You are able to pull master data. B. You are able to pull reference data. C. You are able to upload flowcharts from Task recorder. D. You are able to access external databases.

C. You are able to upload flowcharts from Task recorder.

You have been tasked with making sure that new personnel can use electronic signatures in their email. Which of the following actions should you take? A. You should enable Maintenance mode in Electronic signature requirements, and then choose the Electronic signature check box. B. You should enable Maintenance mode in Electronic signature parameters, and then choose the Electronic signature check box. C. You should enable Maintenance mode in License configuration, and then choose the Electronic signature check box. D. You should enable Maintenance mode in Electronic signature parameters, and then choose the Electronic signature check box.

C. You should enable Maintenance mode in License configuration, and then choose the Electronic signature check box.

You must view the number of purchase orders that were received and not invoiced. The view must automatically update. You need to implement the view. What should you use? A. alerts B. reports C. workspace tiles D. workspace lists

C. workspace tiles

Embed a mobile app within a D365 Finance form as an end user that uses a button to send emails with entity information A. Canvas B. Model Driven

Canvas

Provides goods and services similar to what your company provides

Competitor

Purchase goods and services produced by companies

Customer

Purchase goods and services produced by individuals

Customer

Party roles

Customer, Vendor, Contact, Prospect, Employee, User

A company plans to implement the case management feature of Dynamics 365 Finance. You need to describe the scenarios in which you should use the case management tool. Which three scenarios should be used? Each correct answer presents a complete solution. A. Since case activities can be assigned to different people, a case can use workflow. B. Although the sales module already has return-order functionality, case management is still used for customer returns and claims. C. Knowledge articles used by case management are associated with specific functional modules. D. A human resources generalist can use the case management tool to track employee interactions, even though the department stores confidential information about employees. E. A case can be used to track both external and internal issues.

D. A human resources generalist can use the case management tool to track employee interactions, even though the department stores confidential information about employees. E. A case can be used to track both external and internal issues. Also A or C.

You are employed as a system administrator for your company's Dynamics 365 Finance system. You developed a work flow in your testing environment. However, when you move the workflow to the production environment, the workflow enters a wait state. You have to get the workflow out of the wait state. Which of the following actions should you take? A. Configure the workflow as critical job. B. Configure work item queues. C. Configure users for the workflow system. D. Configure the workflow execution account.

D. Configure the workflow execution account.

The company wants to utilize Case management to track project issues and risks and associate them to the projects. Project managers will be responsible for managing the new cases. You need to configure the system. What should you do? A. Create case category security roles named Issue and Risk and assign them to the Project managers duty. B. Create case activities for Issue and Risk C. Create parent case categories named Issue and Risk D. Create case subcategories named Issue and Risk

D. Create case subcategories named Issue and Risk

The company wants to use Power BI as a reporting solution. The reporting solution must be embedded into the workspace. You need to identify the data strategy that supports this requirement. What should you use? A. Dual-write B. Data management C. Bring your own database (BYOD) D. Entity store

D. Entity store

You are preparing to migrate to a Dynamics 365 Finance environment from Dynamics AX 2009. You plan to make use of the Data Import/Export Framework (DIXF) tool to create a data package from a group of entities in Dynamics AX 2009. Which of the following is TRUE with regards to Data Import/Export Framework (DIXF) tool? A. It identifies tasks that you should do to prepare the AX 2012 environment. B. It produces an upgraded version of your code and a report about the remaining conflicts that must be resolved. C. It helps you find and fill gaps between the table schemas for each version, as well as helping you move your data. D. It creates a staging table for each entity in the Microsoft Dynamics AX database where the target table resides, where you can validate the data, and perform any clean up or conversion that is needed.

D. It creates a staging table for each entity in the Microsoft Dynamics AX database where the target table resides, where you can validate the data, and perform any clean up or conversion that is needed.

You are implementing Dynamics 365 Finance and evaluating reporting capabilities. The solution must allow business users to view cash flow forecasts as follows :✑ by region ✑ across all legal entities ✑ in a graphical representation from within Dynamics 365 Finance You need to select a tool to allow the business users to view the cash flow forecasts. Which tool should you use? A. Microsoft Dataverse B. Financial reporter C. Power Automate D. Power BI embedded workspace

D. Power BI embedded workspace

Users are reporting that they cannot access a given form in the system. You need to quickly identify what roles, duties, and privileges grant access to this form to determine the best course of action for granting access. What should you use? A. Security duty assignments report B. Security role access report C. Security development tool D. Security diagnostics E. Maintenance mode

D. Security diagnostics

You manage Dynamics 365 Supply Chain Management for a company. A user is unable to perform a critical business process. The user's permissions must be updated. You need to identify and resolve the user's missing permissions. Which feature should you use? A. Business process modeler B. Separation of duties C. Data security policies D. Security diagnostics for task recordings

D. Security diagnostics for task recordings

An asset management company implements Dynamics 365 Finance. You need to evaluate the current security roles to ensure compliance. What should you use? A. Role-based security B. Audit workbench C. Segregation of duties conflicts D. Segregation of duties rules

D. Segregation of duties rules

You are a Dynamics 365 Finance system administrator. You have production and testing environments. You move the workflow from the testing environment to the production environment. The workflow in the production environment is stuck in a wait state. You need to resolve the issue with the workflow in the production environment. What should you do? A. Set the workflow batch job to critical B. Set the workflow messaging batch job group C. Grant the user workflow permissions D. Set the workflow execution account in the workflow parameters

D. Set the workflow execution account in the workflow parameters

Privilege A. Can be automatically assigned to users through batch jobs B. Is assessed through entry points C. Corresponds to parts of a business process and can be segregated D. Specifies the level of access to perform a job or solve a problem

D. Specifies the level of access to perform a job or solve a problem

You set up Dynamics 365 Finance. Your organization will use email with the application. You need to ensure that email will be sent using typical secure settings. What setting must be set up as specified? A. In-place eDiscovery is enabled. B. Retention policies are enabled. C. In-place hold and Litigation hold are enabled. D. Specify if SSL is required is selected.

D. Specify if SSL is required is selected.

You are preparing to migrate to a Dynamics 365 Finance environment from Dynamics AX 2012 R3.Lifecycle Services (LCS) and the included tools will be used for the migration. You want to make use of a tool that allows for the following: ✑ Data to be cleaned up ✑ SQL optimizations to be reviewed and configured ✑ Deprecated features in your code to be detected.Which of the following is the tool required? A. Microsoft Azure DevOps B. Microsoft GitHub C. Task recorder D. Upgrade analyzer

D. Upgrade analyzer

A multinational company plans to implement centralized procurement using purchase requisition workflows. Multiple workflows must be of the same type. Each region must use its own purchase requisition workflow. You need to implement the workflows. What should you do? A. Configure Instructions for users B. Configure the workflow owner C. Configure automated tasks D. Configure manual tasks E. Add a condition for running the workflow

E. Add a condition for running the workflow

You set up a new legal entity for Brazil. You need to enable localization for Brazil in the new legal entity. What should you do? A. Create a new Lifecycle Services project. B. Create a new legal entity with the Brazil office address in the system, and then set preferences according to the user. C. Create a new configuration key and associate it with Brazil localization. D. Create a new entity in the system with your corporate address and set the user language preferences for Brazil. E. Create a new entity with your corporate address in the system, and then update the address to the Brazil office address.

E. Create a new entity with your corporate address in the system, and then update the address to the Brazil office address.

A company delivers seafood to retail stores. Refrigeration trucks send temperature and distance data from Internet of Things (IoT) sensors over 5G. Data is written to an API endpoint in Microsoft Azure. The temperature and distance data are stored in Common Data Service and edited in Dynamics 365 Finance. You create model-driven apps to visualize data. The apps support online and offline modes. You must update the following: ✑ the shipment information in Dynamics 365 Finance based on delivery distance and real-time temperature readings from trucks ✑ the corresponding Common Data Service data with the latest shipment status. You need to update shipment information. What should you use? A. Power Automate (Flow) B. Azure IoT Edge C. Azure IoT Central D. Azure IoT Hub E. Dual-write

E. Dual-write

You are implementing Dynamics 365 Finance. Local customer service agents answer phone calls from customers and vendors on invoices and payments. All conversations with customers and vendors are recorded and documented. Due to a quality assurance issue, not enough customer service agents are available to handle customer volume for invoices and payments. You need to implement a technology to answer customer questions for invoices and payments. Which technology should you use? A. Dynamics 365 Finance Document Routing Agent B. Microsoft Azure Cognitive Services Text to Speech C. Microsoft Azure Cognitive Services Speech to Text D. Dynamics 365 Finance Local Agent E. Power Virtual Agents

E. Power Virtual Agents

Account managers need to use workspaces to monitor key pieces of data for customers and to navigate to forms for further actions. You need to include workspace elements to achieve these needs. Which design element should you use? * Provide direct access to forms commonly used by workspace users Presentation: - Charts - Links - Favorites - Factboxes

Favorites

Steel is purchased by size or weight depending on the request

Inter-class

Nuts and bolts are purchased in quantities of 10 bolts to a box, 10 boxes to a case

Intra-class

Microsoft releases a new feature for public preview that does not require additional licensing. You want to enable the new feature. You enable the feature in Lifecycle Services (LCS).Does this action enable the new feature?

No

Microsoft releases a new feature for public preview that does not require additional licensing. You want to enable the new feature. You enable the feature in Solution management. Does this action enable the new feature?

No

You are configuring Dynamics 365 Finance to make sure that the typical secure SMTP settings are used for sending email. You make sure that retention policies are enabled. Does this action ensure that secure SMTP settings are used? A. Yes, it does B. No, it does not

No

From which module do the following work items originate? Modules: - Accounts payable - Accounts receivable - Inventory management - Credit and collections Work item: - Purchase order - Invoice to customer - Vendor invoice - Transfer order

PO -> accounts payable Invoice to customer -> accounts receivable Vendor invoice -> Accounts payable Transfer order -> Inventory management

Party Type

Person, Organization

A multinational company has many legal entities and a complex organizational structure. The management of the company wants to set up an organizational hierarchy to help improve efficiency. You need to help create the organizational hierarchy. In which order should you recommend that actions be performed to create an organizational hierarchy? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order. - Create organizations - Add organizations to the hierarchy - Create a hierarchy - Plan the organizational model - assign a hierarchy purpose

Plan the organizational model Create organizations Create a hierarchy Assign a hierarchy purpose Add organizations to the hierarchy

Configure the data refresh rate for periodic updating

Power BI Desktop Client

Publish the new reports to the production environment

Power BI Desktop Client

Set the data source to use DirectQuery

Power BI Desktop Client

Stage the aggregate data for use by the reports.

Power BI Desktop Client

Potentially provides legal entities with a service or benefit

Prospect

Topic 2

Question set 2

Car paints colors are purchased in quantities Measured in gallons for the US and liters for Europe

Standard

Your organization will use email with the application. You need to ensure that email will be sent using typical secure settings. What setting must be set up as specified? A. The SMTP port field is set to 587. B. Information rights management is enabled. C. Encryption: S/MIME and PGP are enabled. D. In-place eDiscovery is enabled.

There are several versions of this question in the exam. The question has two possible correct answers: 1. The SMTP port field is set to 587 2. Specify if SSL is required is selected

Account managers need to use workspaces to monitor key pieces of data for customers and to navigate to forms for further actions. You need to include workspace elements to achieve these needs. Which design element should you use? * View the number of sales orders that took place within the past seven days for a specific group of customers Presentation: - Tiles - Links - Favorites - Factboxes

Tiles

You are the security administrator for a company that uses Dynamics 365 Finance. The company requires the following: ✑ UserA must be restricted from deleting customer records. ✑ UserA must be able to create new customer records and edit existing records. ✑ UserB must be able to manage retail assortments business processes. You must use the principle of least privilege when assigning user security. You must use existing security functionality. You need to select the security components to implement the security requirements. Which security components should you use? - Duty - Permission - Privilege - Role

User A: Permission User B: Duty

Supplies legal entities with products in exchange for payment

Vendor

You are configuring Dynamics 365 Finance to make sure that the typical secure SMTP settings are used for sending email. You make sure that the Specify if SSL is required SMTP setting is selected. Does this action ensure that secure SMTP settings are used?

Yes

Microsoft releases a new feature for public preview that does not require additional licensing. You want to enable the new feature. You enable the feature in FEATURE MANAGEMENT. Does this action enable the new feature?

Yes, but preview may make it no