MB-300 Additional Questions

Generic Project Steps

1. Business requirement definition 2. Solution analysis 3. Solution design 4. Prototyping 5. Development 6. Test and acceptance 7. Training 8. Go-live 9. Support

Cloud F&O offers 3 environments

1. Tier-1 environment: Develop and test 2. Tier-2 environment: Standard Acceptance Testing 3. Production environment

How to connect Power BI to F&O

1. create an application in Azure AD 2. grant permissions to power BI 3. specify power BI configuration in F&O apps ^ gives ability to view power BI connector in workspaces

What is a reference in regard to a legal entity?

A master data record or transaction record that requires an identifier

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

Addresses, locations, and contact info

Successful implementation consists of five major phases

Analysis, Design and Develop, Test, Deploy, Operate

Successful implementation consists of 5 major phases

Analysis, design and develop, test, deploy, and operate

Workflow actions that an approver can perform

Approve, reject, delegate, request change.

Benefits of server-based batch processing?

Benefits of server-based batch processing

What are the 2 asset statuses?

Draft and Published

What are the two types of calendars in D365?

Fiscal and work

Three types of libraries in BPM

Global libraries, corporate libraries, project libraries

How to verify accessibility of a menu item in mobile apps

In URL, append &mi where value is the AOT menu item, if form doesn't show, it won't work with mobile app

What does it mean if a batch is considered a parallel task?

It has no dependencies

Securable objects that are part of 'Permissions'

Menu items, tables and fields, forms, services, reports

Integration patterns available for F&O

OData, Batch Data API, Customer Service, Consume External Web Services, Excel Integration

How to merge party records

Select one record to keep. The info from other record merges in.

Testing and Acceptance Phase Milestones

Test plan. Test scenarios. Test cases. Issue logs.

BPM Library is divided into 3 sections

Views, process hierarchy, process details

Navigation in mobile app consists of four concepts

dashboard, workspaces, pages and actions

Name the 9 different operating unit types:

1. Cost centers 2. Business units 3. Value streams 4. Departments 5. Retail channels 6. Branches 7. Rental locations 8. Regions 9. Teams

Workflow elements: A process that consists of separate steps.

Approval process

Which type of update are all Retail D365 updates?

Binary

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

Business Process Modeler (BPM)

Creating a party record when you know the role.

Can create record on appropriate page for that role type (ie: customer page). Record is automatically created in global address book.

Case Management: _______________ can evaluate specific contents in the activity that's being converted to a Dynamics 365 record, or in records that are related to it.

Conditions

What is the first step of the Analysis phase?

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

Which number sequence type is typically used for external documents?

Continuous

Which type of number sequence can have an adverse effect on system performance?

Continuous

Before you can configure the export option and use BYOD feature, you must

Create SQL database for PROD using Azure Portal. Record server name, database name, SQL user ID and password. Will use these values when you configure the entity export option.

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

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

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

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

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

Create test scripts

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

Customization analysis

Go-Live Phase Milestones

Cutover checklist. Go-live readiness Environment. Access. Communication mailers.

Change how a data entity is mapped to a source

Data Management framework provides a mapping visualization view and mapping details view. Red asterisk (*) identifies required fields in an entity. To unmap a field, highlight the field then select Delete Selection. After import, can edit field mapping from source to staging using same process.

Configuration keys can be assigned to one or all of the following?

Data entities Tables used as data sources Table fields Data entity fields

Notification recipient for workflow: None

Default option

Organizational Hierarchy Purpose: Organization Charts

Defines hierarchical organization for employees

Development Phase Milestones

Development artifacts. Entity relationship (ER). Code. Designs.

Data Management - Enable Change Tracking for Data Entities

Enables incremental export of data from F&O. In an incremental export, only records that have changed are exported.

Available projects in Data Management workspace?

Export, import, copy to legal

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

Financial management

Numbering format that has been created for data packages within Lifecycle Services (LCS)?

First segment: Module Second segment: Data type Third type: Sequence number

Two types of calendars?

Fiscal calendars, work calendars

Solution Analysis Phase Milestones

Fit/gap analysis. Workarounds and customization options. Build versus buy evaluation. The SWOT (Strength, Weakness, Opportunities, and Threats) analysis for workarounds and customizations/enhancements.

How to create a data package

Generate data package from a data job. 1. Go to Data Management workspace 2. Load the project you want to create the data package for 3. Select download, this generates a .zip file

Where is a deployable package initially created?

In the Dev environment in Visual Studio

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

KB number, keyword or phrase, AOT object path

In regards to data migration from 2012/D365 upgrade from 2012:

Know Migration strategies && How to use DMF to import/export in D365

In regards to X++ Best Practices (XPPBP?)/Code Review:

Know X++ is a source code update, must be compiled in a dev environment and merged with custom code before deployed into Prod

Model Organization as Legal Entity or Operating Unit?: Statutory Reporting for a Country/Region

Legal Entity - For countries/regions that are supported, most statutory reports can be created / OU - Statutory reports must be creating by using another application.

Model Organization as Legal Entity or Operating Unit?: Inquiry and Reporting

Legal Entity - You must manually change companies to enter transactions and perform inquiries in multiple legal entities. Because of data security boundaries, consolidated inquiry and reporting can be resource-intensive and time-consuming. / OU - You do not need to change companies to access data from multiple operating units. Consolidated inquiry and reporting and individual regional inquiry is easier and faster.

Model Organization as Legal Entity or Operating Unit?: Centralized Payments

Legal Entity - centralized payments must be set up so that invoices for all child legal entities can be paid to or from a single parent legal entity / OU - centralized payments are not required because all invoices are recorded in a single legal entity

Model Organization as Legal Entity or Operating Unit?: Fiscal Calendars

Legal Entity - each legal entity has its own fiscal calendar. If internal org use different fiscal years and fiscal calendars, must model org as legal entities / Operating Unit - OU must share fiscal calendar. If org uses same fiscal years and fiscal calendars, can model org as OU

Model Organization as Legal Entity or Operating Unit?: Local Tax Requirements

Legal Entity - legal entity is subject to tax laws of the tax authority in the country/region where legal entity is registered. Legal entity can belong to only one country/region. If organization requires different local tax options, set up org as separate legal entities / OU - OU use country/region context of the parent legal entity. OU in same legal entity cannot have different country/region specific requirements.

Legal entity or OU: Number sequences

Legal entity & OU: number sequences for some references can be set up for each legal/OU and some can be shared

Legal entity or OU: Local tax requirements

Legal entity - subject to tax laws/authority in country/region legal entity is registered. If organization is in different countries/regions with different tax options, set up as legal entity. OU: use country/region of parent legal entity

Legal Entity or OU: Ledgers

Legal entity: Each legal entity requires a ledger that provides chart of accounts, accounting currency, reporting currency and fiscal calendar. OU: OU can't have its own ledger information

Legal entity or OU: Statutory reporting for a country/region

Legal entity: posting layer in GL allows you to make adjusting entries to a parent company that uses a different accounting standard (ie: GAAP) OU: statutory reports must be created by using another application

Legal Entity or OU: Master Data

Legal entity: some master data (ie: customers) must be set up for each legal entity, some (ie: products) is shared among all legal entities. OU: master data shared among OU

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

Methodologies

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

Microsoft Excel integration to D365

Self Service Deployment Process

Microsoft assists. 1. The default sandbox will be migrated seven calendar days before the production environment is migrated. 2. A 30-day advance notice email is sent, then a second email will be sent five days before the scheduled migration. 3. Migration can be scheduled through an online form

How to create BPM

Must use task recorder tool and save task guides in LCS

data management framework's package API uses

OAuth 2.0 for authorizing access

The Excel Data Connector app interacts with Microsoft Excel workbooks through....

OData

Integration patterns available for F&O apps

OData, batch data API, custom service, consume external web services, excel integration

Synchronous Services are used for:

Office integration, third-party mobile apps

Where can you submit a new incident to Microsoft?

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

Solution Design Phase Milestones

Out-of-the-box capabilities to fit the business processes of the solution. Functional and technical designs for any gaps in the present solution. End-to-end test scenarios for overall solution acceptance. End-to-end for a business process area. One or more test script(s) per requirement. Future-state solution blueprint.

Type of notification recipients for workflows

Participant Hierarchy Workflow user User Queue None

How can you clean up number sequences?

Run the auto clean up number sequences job

Where do you access the Shared Asset library from?

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

What are the requirements to use DOM?

The environment must be deployed on a cloud server and the sales orders being considered must have Retail sale flagged to Yes

Steps to deploy F&O applications to Microsoft Azure via LCS projects

To deploy F&O apps to Microsoft Azure via LCS project, must have Azure subscription, grant appropriate access permissions to Azure resource named Dynamics Deployment Services and enable Azure Resource Manager (ARM). After Dynamics Deployment Services was assigned a role as contributor, can continue with downloading certificate. Certificate must be uploaded to Azure subscription to est. connectivity b/w LCS and Azure portal.

Training Phase Milestones

Training manuals, User/task guides

Your development team can create new workflow types in Finance and Operations by using ______________

Visual Studio

How Excel Data Connector add-in works

add-in is built by using Office Web add-ins framework. The add-in runs in a task pane. The add-in uses OAuth to facilitate authentication.

Each workflow type corresponds to a

journal type in a specific module

Can send mail via (two methods)

local mail client or SMTP

Workflow elements: A _________ is a unit of work that must be performed by a user.

manual task

How to retrieve resulting workbook in Excel Workbook Designer

select 'Create Workbook', selected 'View reated form' to see the data that the entity exposes. The button is only enabled for entities that have a 'FormRef property' value.

Tools available in Personalization toolbar

select, move, hide, summary, skip, edit, add a field, add a powerapp, clear, import, export

A data job is created when

the import or export operation is performed

Capacity of a batch server is based on

the maximum number of threads that can run concurrently on the AOS instance. Each thread runs one batch task. Can run multiple threads across multiple AOS instances. Each AOS instance automatically runs multiple threads depending on capacity.

The purpose you assign to a hierarchy determines the

type of organizations that can be included in hierarchy and the application scenarios that the hierarchy can be used in. Must assign a purpose to a hierarchy

Source data format is a combination of

type, file format, row delimiter, and column delimiter

Can print two ways

using local printer or network-connected device

When a document is submitted for processing and approval, a __________ is created

workflow instance

Workflow configuration is based on a

workflow type. Can create multiple workflow configurations for each workflow type

When you modify a workflow...

system creates a new version of it. If a workflow has two or more version, can delete specific versions. Cannot delete workflow that has an active instance.

Open to Excel options are added to pages when

system finds data entities that have same root data source as the page

Reason why a journal would be locked

to ensure transactions are processed accurately and with high level of concurrency

Source Data format is a combination of?

type, file format, row delimiter, column delimiter

The functional requirements for a mobile application are typically

use cases - description of interaction between user and F&O apps

A ________________ represents a business process. It defines how a document flows, or moves, through the system by showing who must complete a task, make a decision, or approve a document.

workflow

When choosing to save a task recording as a developer recording, file type is..

.xml

OData provides the following benefits

1. Allows developers to interact with data by using RESTful web services 2. Providing a simple and uniform way to share data 3. Enabling broad integration across products 4. Enabling integration by using the HTTP protocol stack

Advantages of using server-based batch processing

1. Can add complex dependencies between batch tasks or among tasks 2. Can run tasks in either serial or parallel steps depending on needs of the business

Data Management Framework is intended to help you quickly migrate data by using the following features:

1. Can select only the entities you need to migrate 2. If import error, can skip selected records and proceed with import using only good data 3. Move data entities straight from one F&O app system to another without using Excel or XML 4. Data imports can be scheduled using a batch

How to setup Azure DevOps (aka VSTS)

1. Create Visual Studio online project 2. In LCS - Setup Visual Studio Team Services to connect and authorize the LCS to connect to your Visual Studio project. This is necessary in order to create work items.

How to change party type of a record (ie: person to organization)?

1. Create a new party record of correct type in global address book 2. Associate old party record with new record 3. After association made, delete original party record of incorrect type

Steps to Import or Export Data into a Legal Entity

1. Create an import or export job 2. Validate that source data and target data are mapped correctly 3. Verify the security for your import or export job 4. Run the import or export job 5. Validate that the job ran is expected by reviewing job history 6. Clean up the staging tables

Steps to import or export data

1. Create an import or export job, where you will complete the following tasks: Define the project category. Identify the entities to import or export. Set the data format for the job. Sequence the entities so that they are processed in logical groups and in an order that makes sense. Determine whether to use staging tables. 2. Validate that the source data and target data are mapped correctly. 3. Verify the security for your import or export job. 4. Run the import or export job. 5. Validate that the job ran as expected by reviewing the job history. 6. Clean up the staging tables.

Considerations when using DOM feature:

1. DOM only considers orders created from retail channels. 2. DOM is not tested with advanced warehouse management features, must be careful to determine if DOM is compatible with advanced warehouse management capabilities 3. DOM is available only on cloud version of Dynamics 365 Retail

Example navigation of mobile app, starting from dashboard page.

1. Dashboard contains list of workspaces 2. Each workspace, can view list of pages available 3. On a page you can view data collected, go to other pages for related data, view list of actions available.

Steps to configure the entity export

1. Data Management workspace, select Configure Entity Export to Database 2. If already configured database, select a database 3. To configure a new database, select New 4. Enter the connection string 5. Select validate and make sure connection is successful 6. By default, 'create clustered column store indexes' option is enabled. 7. By default, 'enable triggers in target database' option is disabled. 8. Publish one or more entities to new database by selecting Publish.

When creating an import or export job in Data Management, complete the following tasks

1. Define product category 2. Identify the entities to import or export 3. Set the data format for the job 4. Sequence the entities so they are processed in logical groups 5. Determine whether to use staging tables

Consider the following requirements when designing the form for a mobile app

1. Each form must have an associated display menu item 2. The display menu item's 'allow root navigation' must be set to yet enabling mobile framework to open the form that is referenced by menu item 3. Each form must be directly accessible via its display menu item 4. Each form that shows data must have one Master Root Data Source - data source must be first data source on form and must not be joined to any other data sources 5. Each form must work with data source fillers

BYOD feature is recommended for when you do the following:

1. Export data from F&O into your own data warehouse 2. Use analytics tools other than Power BI, those tools require T-SQL access to data 3. Perform batch integration with other systems

File storage/database storage included with Production environment

1. File storage - 100GB of file/Azure blob cloud storage 2. Database storage - 10GB of Azure SQL Database storage per customer

Data Migration - Generate field mapping between source and target data structures

1. Identify format of data source in Data Management workspace from 'Configure Data Source' tile 2. In Configure Data source, create and modify sources of data for migrations 3. Upon adding an entity into Data Management project for either import or export, F&O creates field mapping between source data and the target table for each data entity which matches the schema of the table associated with the data entity

Steps when creating list or details view for an entity in the mobile app

1. Identify or create a form in F&O that contains either a grid (list view) or form (details view) 2. Make sure the grid/master root data on form is bound to the table that represents the entity 3. Make sure that the form has a menu item that is not root-navigable 4. make sure form can be opened directly view a URL that includes the menu item parameter 6. In the designer, create page for entity and put desired fields on page

Steps in Test a Data Migration and Validate Output

1. Identify relevant (legacy) systems 2. Identify and import static data that is common between industries 3. Create and review test plans for data migration 4. Identify and extract source data 5. Identify relevant data entities and elements 6. Generate field mapping between source and target data structures 7. Support the transition between the existing and migrated systems

Data Migration Steps

1. Identity systems 2. Identity and import static data 3. Create and review test plans 4. Identify and extract source data 5. Identify data entities and elements 6. Generate field mapping 7. Support transition

Cloud Implementation - Analysis

1. LCS project configuration (SharePoint and Azure DevOps) 2. Invite project team 3. Deploy demo environment 4. Publish plan and milestone dates 5. Capture business processes and requirements 6. Perform gap analysis 7. Complete subscription estimator 8. Download templates 9 Sign off requirements and business processes (from customer)

Data Management Framework allows you to

1. Move data between two similar systems 2. Discover entities and dependencies between entities 3. Maintain a reusable library of data templates and datasets 4. Use data packages to create incremental data entities, data entities can be sequenced inside the packages 5. View data during imports so you can compare data and ensure it is valid

Continuous vs non-continuous sequences

1. Non-cont. is still "sequential" but can skip numbers. Cont. doesn't skip numbers but may not be sequential 2. Don't recommend switching from non-cont. to cont. 3. Non-cont. generally has better performance, but cont. sequences are typical for external docs

When can you not merge party records?

1. Party records that are associated with same party role in same legal entity 2. Internal party organization records in same legal entity, team or operating unit

Printing on network devices from hosted applications presents these challenges

1. Print drivers might not be available on users device 2. The users device might not be connected to corporate network

Data entity has the following capabilities

1. Provides a single stack to capture business logic 2. Enable scenarios such as import/export/integration 3. Primary mechanism for exporting/importing data packages for Application Lifecycle Management (ALM) and demo data scenarios 4. Can be exposed as OData services then used in tabular style synchronous integration scenarios and Microsoft Office integrations

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

1. Record to report 2. Order to cash 3. Procure to pay 4. Plan to produce

Can use display methods to show data on mobile app pages. Key points to consider when using display methods:

1. Searching: When user performs online search run against data in F&O apps, search won't match against display methods. When user performs search against locally cached data, search will match against display methods. 2. Offline: If user makes updates while device isn't connected to F&O server, temporary records created in local cache

Process of creating a workflow

1. Select a workflow type from a module 2. Select New to view and select a workflow in the Workflow type column to open the Workflow editor. 3. The Workflow elements area of the workflow editor contains the elements that you can add to your workflow. To add elements to the workflow, drag them onto the canvas. 4. To connect one workflow element to another, hold the pointer over an element until connection points appear. 5. Click a connection point and drag it to another element. Be sure to connect all the elements. 6. Configure the properties of the workflow. 7. Configure the elements of the workflow. 8. Resolve any errors or warnings.

Example decisions to make when planning global address book

1. Sequence names should be displayed in for party record 2. Should party record be deleted if role record deleted? 3. When new record is created, should user be notified of duplicate record? 4. GAB default party tpe?

Two types of sequencing should be considered when working with data entities

1. Sequencing data entities within a data package 2. Sequencing the order of data package imports

By using Business Process Modeler (BPM), achieve the following

1. Standardize process flows 2. Align business processes with industry standard practices 3. Identify fit/gaps between user requirements and default functionality that Microsoft products provide

Name the 4 different types of out of the box security reports and what each one does

1. The User role assignments report generates a view of the current user role assignments in your system. By default, the report includes all users with roles assigned. 2. The Role to user assignment report provides an aggregation of role assignments. Expanding a role in the report shows the list of users assigned to the role, and expanding the user name shows any restrictions the role has applied 3. The Security role access report provides a view of the effective permissions for each security role. This report provides a flattened list of permissions grouped by type across all sub-roles, duties, and privileges contained in the role. 4. The Security duty assignments report provides a view of all the duties contained within a role. This report can be configured to run on any collection of roles to ensure that segregation of duties is maintained between roles.

Printing service steps overview

1. The report is generated by Microsoft SQL Server Reporting Services (SSRS) and stored in Azure blob storage. Attached printer settings are stored together with the document. 2. The Document routing agent queries the Azure Service Bus queue for active jobs. 3. The document is downloaded by the Document routing agent and spooled to the network printer. (Customers who have heavy-volume printing workloads can install many Document routing agents to increase the number of concurrent printing operations.)

To create a REST API, you need to follow 6 architectural constraints

1. Uniform interface - requests from different clients should look the same 2. Client server separation - client and server should act independently 3. Statelessness - there shouldn't be any server-side sessions, each request should contain all info server needs to know 4. Cacheable resource - server response should contain info about whether the data sent is cacheable or not 5. Layered system - may be several layers b/w client and server that returns response, this shouldn't affect request or response 5. Code on demand (optional) - when necessary, response can contain executable code that client can execute.

Recurring integration does the following:

1. builds on data entities and data management framework 2. enables exchange of files between F&O and any third party app 3. supports several document formats 4. uses secure representational state transfer (REST) application programming interfaces (APIs) and authorization mechanisms to receive data from and send back data to integration systems

BYOD feature lets you complete the following tasks:

1. define one+ Azure SQL databases that you can export entity data from D&O apps into 2. Export either all records (full push) or only record that have been changed or deleted (incremental push) 3. Use scheduling capabilities of batch framework to enable periodic exports 4. Access the entity database using Transact-SQL and even extend the database by adding more tables 5. Export entities into multiple databases

How mobile app interacts with AOS

1. mobile app communicates with AOS to get metadata for mobile workspaces and to get data for fields on the page 2. each time mobile app requests data for page, AOS creates a new session that uses the context of the person using mobile app 3. AOS uses peron's context to open corresponding forms, able to open multiple forms quickly and perform action on forms 4. AOS collects data values from requested fields and sends data back to mobile app

Settings for managing personalizations for other users

4 tabs: Apply - import or select personalization for one or more users Clear - clear all personalizations for a page or workspace for one or more users. action cannot be undone Manage per user - can enable or disable a selected user's ability to use personalization for specific pages, can also import/export or clear personalization for user Settings: can temporarily disable all personalizations for all users or permanently delete all personalizations, no way to recover once done

Workflow: Actions that a decision maker can perform?

A decision maker must answer a question that is related to the document. The answer to the question is typically Yes or No, or True or False.

What is a scope segment in a number sequence?

A portion of a number sequence that only corresponds to a certain scope (if scope is not Shared)

Prototyping Phase Milestones

A prototype configuration of the business flow in Finance and Operations apps. Sample data migration. Demo data, task guides, and training videos. Hands-on labs. After acceptance of prototype, any gaps, interfaces or reports can be assigned to development team

Workflow: Actions that a task assignee can perform?

A task can be assigned to multiple people or to a work item queue that is monitored by several people. However, only one person can complete a task. Possible actions: complete, reject, request change, reassign or release (member decides they can't complete task, can release back to work item queue)

Cases have three statuses that they can be in

Active: The case is currently open and is actively being worked on in the application. Resolved: The issue for the case has been fixed. Canceled: The case is no longer active in the system, but it wasn't resolved.

Implementation - Define Test Case and Create Test Scripts

All requirements must be tested. Test script should be created regardless of whether requirement is addressed by MS Dynamics configuration or customization. If any plug-in independent software vendor (ISV) solutions exist, they should be tested to ensure compatibility with customer's configuration. Test scripts are not intended to prove elements of performance or scalability unless requirement specifically dictates certain threshold should be met.

Benefits of OData

Allows developers to interact with data by using RESTful web services Providing a simple and uniform way to share data in a discoverable manner Enabling broad integration across products Enabling integration by using the HTTP protocol stack

What is a registration number?

An identifier approved for use in tax, customs, and other areas specific to one country/region. Can be set up for a legal entity

Workflow: Actions that an approver can perform

Approve, reject, delegate or request change. In journal, can only have approver group or approval workflow checked, not both

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

Audit workbench

The list of fields that are added to the table binding is defined by

AutoReport field group if the table finding contains fields. Otherwise, the key and mandatory fields for entity are automatically added. The order of fields in AutoReport group determines order of fields in table binding.

BPM - Project Library is available to..

Available to users within LCS project with appropriate access

Steps to add Power BI to F&O

Before you can add Power BI components into F&O, you need to configure F&O to connect with Power BI. First, create an application in Azure AD, grant permissions to Power BI, and then specify Power BI configuration in F&O. Can select tiles available in Power BI to add to workspaces.

What are the 2 different types of updates on LCS?

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

Recurring integration does the following?

Builds on data entities and the Data management framework Enables the exchange of documents or files between Finance and Operations apps and any third-party application or service. Supports several document formats, source-mapping, Extensible Stylesheet Language Transformations (XSLT), and filters. Uses secure Representational State Transfer (REST) application programming interfaces (APIs) and authorization mechanisms to receive data from, and send data back to, integration systems

Clean up the staging tables

Can select which records should be deleted from which staging table: 1. Entity - If only an entity is provided, all records from that entity's staging table are deleted. 2. Job ID - If only a job ID is provided, all records for all entities in the selected job are deleted from the appropriate staging tables. 3. Data Projects - If only a data project is selected, all records for all entities and across all jobs for the selected data project are deleted.

Purpose of a Value Stream

Commonly used in lean manufacturing to control the activities and flows that are required to supply a product or service to customers

What is the difference between the Company and Legal Entity scopes for number sequences?

Company is used when the table for the number sequence includes the DataAreaId field, Legal entity when that field is not included

Workflow actions that a task assignee can perform

Complete, reject, delegate, request change, reassign or release. Task can be assigned to multiple people or to work item queue that is monitored by several people, however only one person can complete a task

What happens when a user completes, rejects, delegates, request change, reassigns or release a workflow?

Complete: document submitted for processing is assigned to next user in workflow Reject: workflow process ends Delegate: task assigned to another user Request change: document is sent back to originator Reassign: reassign documents in one queue to another queue Release: if person accepted task but cannot complete, peron will release document back to work item queue

Configuration keys can be assigned to one or all of the following artifacts

Data entities, tables used as data sources, table fields, data entity fields

F&O app offers tools for data migration like?

Data management workspace, Office integration, Excel workbook designer

Data Management framework supports using data entities in following scenarios?

Data migration, set up and copy configurations, integration

BYOD feature specifically lets you complete the following tasks?

Define one or more Microsoft Azure SQL databases that you can export entity data from Finance and Operations apps into. Export either all the records (full push) or only the records that have changed or been deleted (incremental push). Use the rich scheduling capabilities of the batch framework to enable periodic exports. Access the entity database by using Transact-SQL (T-SQL), and even extend the database by adding more tables. Export entities into multiple databases.

Organizational Hierarchy Purpose: Security

Defines policies related to security role assignments

What does the purpose of the org hierarchy do?

Determines the types of organizations that can be included in the hierarchy. The purpose also defines the application scenarios that the hierarchy can be used in

In regards to electronic signatures for users, what are two things you must set up?

Enable electronic signatures in Sys Admin > License configuration > Administration && In Organization administration > Setup > Electronic Signature: - > Electronic Signature Parameters > create a notice message - > Electronic Signature Reason Codes > configure electronic signature Reason codes - > Electronic Signature Requirements > select processes that will require e-signatures in e-signature parameters

Name some of the goals of using workspaces

Enable the user to understand the current state of the activity to support informed decisions. Let users navigate to deeper pages by selecting data, which avoids round-trips to pages with no information. Let users perform light tasks in the workspaces to avoid round-trips to deeper pages. Complete an activity without leaving the workspace. Reduce the need for navigation. Provide visual impact. Be constructed using prescriptive patterns and best practices that lead to minimal COGS and fast response times.

How do you partly deploy customizations while excluding other customization?

Exclude the failed package from the deployable package in Microsoft Azure DevOps

BYOD is recommended if?

Export data from Finance and Operations apps into your own data warehouse. Use analytical tools other than Power BI, and those tools require T-SQL access to data. Perform batch integration with other systems.

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

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

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

Identify 3rd party solutions to fill gap functionalities

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

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

Regenerate a Data Entity Map

If you have extended an entity (added fields) or if automatic mapping is incorrect, can regenerate the mapping.

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

Import from global library or copy from global library

Asynchronous Integrations are used for:

Interactive file-based import/export, recurring integrations

Data Entity has the following capabilities?

It provides a single stack to capture business logic, enable scenarios such as import and export, and integration, and support additional logics by a developer adding code. It becomes the primary mechanism for exporting and importing data packages for Application Lifecycle Management (ALM) and demo data scenarios. It can be exposed as OData services, and then used in tabular-style synchronous integration scenarios and Microsoft Office integrations.

In regards to the Global address book vs. normal/local address book:

Know how to match address book types to specific security cases (if you want to block a customer from seeing a transaction which address book type do you restrict)

In regards to the Business process modeler (5 or so questions on this):

Know the steps to setting up a task recording && BPMs relation to D365 && How to set up BPM in LCS/D365 && The main use cases and functionalities of the BPM

What does KB stand for?

Knowledge Base

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

LCS Asset Libraries

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

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

Model Organization as Legal Entity or Operating Unit?: Ledgers

Legal Entity - Each legal entity requires a ledger that provides a chart of accounts, accounting currency, reporting currency and fiscal calendar. A balance sheet can be created only for a legal entity. Main accounts, dimensions, account structures, chart of accounts and account rules can be used by more than one legal entity. / Operating Unit - OU can't have its own ledger information. If organization does not require unique ledgers, can model them as operating units.

Model Organization as Legal Entity or Operating Unit?: Year End Closing

Legal Entity - If laws and accounting practices differ among the countries/regions where your organizations are located, you might require different year-end procedures for each organization. This means that you must model the organizations as legal entities. Each legal entity has its own year-end procedures / OU - If laws and accounting practices are the same among the countries/regions where your organizations are located, you can use a single set of year-end procedures. This means that you can model the organizations as operating units. All operating units must use the same year-end closing procedure.

Model Organization as Legal Entity or Operating Unit?: Currency

Legal Entity - If your organization must use different functional currencies, you must model the organizations as legal entities. Functional currencies are set up for each legal entity, but you can enter transactions in multiple currencies / OU - if org can use a single functional currency, you can model organization as OU. OU must share a functional currency, but you can enter transactions and create reports in multiple currencies

Model Organization as Legal Entity or Operating Unit?: Data Security

Legal Entity - Most data is automatically secured by company ID. Company ID can be associated with only one legal entity and legal entity can be associated with only one company. Users can access data only for companies they have access to. / Operating Unit - Data can be secured for each operating unit by creating customized data security policies. Data security policies are used to limit access to data.

Model Organization as Legal Entity or Operating Unit?: Consolidation

Legal Entity - Must consolidate the financial results for regional offices into a single, consolidated company to prepare financial statements / OU - Consolidation is not required because data is already shared among OU

Model Organization as Legal Entity or Operating Unit?: Number Sequences

Legal Entity - Number sequences for some references can be set up for each legal entity. Some number sequences can be shared. / OU - Number sequences for some references can be set up for each operating unit. Some number sequences can be shared.

Model Organization as Legal Entity or Operating Unit?: Module Parameters

Legal Entity - Parameters must be set for each legal entity because the module setup is separate, each subsidiary can comply with local statutory requirements/business practices / Operating Unit - Module parameters shared among operating units

Model Organization as Legal Entity or Operating Unit?: Products

Legal Entity - Product definitions are shared, and they must be released to individual legal entities before they can be included in transactions. Each legal entity has its own set of released products that can be included in transaction documents. If your internal organizations must use different sets of products, you must model the organizations as legal entities. Even though product definitions are shared, in each legal entity where a product has been released, you can specify different sales, purchase, and stocking parameters for the item at each inventory site. / OU - All operating units share the same set of products. If your internal organizations can share the same set of products, you can model the organizations as operating units

Model Organization as Legal Entity or Operating Unit?: Master Data

Legal Entity - Some master data must be set up for each legal entity. Some master data is shared among all legal entities / Operating Unit - Master data is shared among operating units

Legal entity or OU: Centralized payments

Legal entity: centralized payments must be set up so invoices for all child legal entities can be paid to/from single parent legal entity OU: centralized payments not required bc all invoices are recorded in single legal entity

Legal Entity or OU: Data Security

Legal entity: data is automatically secured by company ID. One company associated with one legal entity and vice versa. OU: Must create customized data security policies for each OU

Legal entity or OU: Products

Legal entity: each legal entity has its own set of released products that can be included in transaction documents OU: all share same set of products

Legal Entity or OU: Fiscal calendars

Legal entity: each legal entity has own fiscal calendar. If organization uses different fiscal years/calendars, must model as legal entities OU: OU must share fiscal calendars

Legal entity or OU: Year end closing

Legal entity: if laws/accounting practices differ among countries/regions. each legal entity has own year-end procedures OU: must use same year-end closing procedure

Legal entity or OU: Currency

Legal entity: if organization must use different functional currencies. currencies set up for each legal entity, however, can enter transactions in multiple currencies OU: must share functional currency, can enter transactions/create reports in multiple currencies

Legal entity or OU: Inquiry and Reporting

Legal entity: must manually change companies to enter transactions and perform inquires in multiple legal entities (time/resource consuming) OU: do not need to change companies to access data from multiple OU (easier/faster)

Legal Entity or OU: Module Parameters

Legal entity: parameters for modules must be set for each legal entity OU: module parameters shared among OU

What steps are required to perform an issue search in LCS/D365?

Log into LCS, select a project and then go to Issue search from hamburger menu. Search using a KB #, keyword or AOT path

What information does the Support tool on LCS provide?

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

Data Management Templates that have the same entity

May have one entity (i.e. payment terms) in two+ templates (i.e. AP/AR). Data project can include only one instance of an entity. If you add a template and template contains an entity that already exists in data project, the entity in that template replaces the entity that is currently in the project.

Data migration framework allows you to?

Move data between two similar systems. Discover entities and dependencies between entities for a given business process or module. Maintain a reusable library of data templates and datasets. Use data packages to create incremental data entities. Data entities can be sequenced inside the packages. You can name data packages, which can be easily identifiable during import or export. When building data packages, data entities can be mapped to staging tables in grids or by using a visual mapping tool. You can also drag-and-drop columns manually. View data during imports, so you can compare data and ensure that it is valid.

Know how to auto send email from workflow

Navigation pane > Modules > System Administration > Users > Users Select a record Action pane > User Options > Workflow > Notifications Line-item workflow notification type: -grouped: notifications for line items are grouped into a single email message -individual: an email message is sent for each line item -if you want the user to receive notifications in the client, select the Send notifications in email checkbox Save & Close

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

Org Admin > Global address book parameters

What steps are required to set the Banner image in LCS/D365?

Org Admin > Legal entities in D365, select your legal entity and find the dashboard image tab. Upload a file and it will appear on the dashboard background.

Entities are categorized based on functions/type of data they serve. What are the five categories for data entities?

Parameters, reference, master, document, transactions

What does the batch manager role entail?

Permission to copy batch jobs, change who will execute jobs, and specify the time ranges during which jobs can execute. The Batch maintain security privilege is part of the Batch manager security role and it allows a user to create an ad hoc batch job and grant privileges to other users

What are the purposes of an organizational hierarchy?

Procurement Internal control Expenditure internal control organization charts signature authority internal control Vendor payment internal control Audit internal control centralized payments security retail assortment retail replenishment retail reporting benefit eligibility control budget planning retail POS posting project management premium earning generation distributed order management (DOM)

Which security report shows all of the users that have been assigned a specific role in D365?

Role to user assignments report

Number Sequence format consists of

Scope, segments, constant and alphanumeric segments

Two types of sequencing should be considered when working with data entities?

Sequencing data entities within a data package Sequencing the order of data package imports

While trying to import data using Data management tool with a number of data entities in the data package, you get errors, what can you do?

Set the order of the data entities to start with parameter, base etc

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

Set up an on-premises connector

Number Sequence scopes that can be used

Shared, company, legal entity, operating unit, company and fiscal calendar period, legal entity and fiscal calendar period and operating unit type

Asset Library supports these asset types

Software deployable package, data package, GER configuration, Dynamics 365 for Retail SDK

How does master data differ between legal entities and operating units?

Some master data is unique to each legal entity, some is shared amongst all legal entities. All master data is shared amongst operating units

Reason for creating new workflow types

Some modules do not have workflow type at all or the type of workflow needed does not exist

Significance of country/region of a legal entity

Some regulatory requirements of certain countries/regions require that F&O apps enable or disables certain functionality and features, even forms, fields, reports and inquiries

How to override the 'from' field in an email

Specify an alias in the 'email' field, by default the email alias that is associated with user account is used as the 'from' field in new emails

Two views available within Data Management projects

Standard and Enhanced views. Both views show all available tiles, Enhanced view gives more detailed information and control over the project

The following events trigger notifications in workflows

Started Stopped Completed Unrecoverable Terminated

Support Phase Milestones

Support/maintenance plan. Team that spans various levels of support needs. Enhancement initiatives. Good-to-have business needs. Issues portal. Ongoing training, roll out initiatives, and other kinds of assistance.

Data Management using data entities supports following integrations?

Synchronous service, Asynchronous integration Business intelligence

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

System Admin > System parameters > Help tab

How can you audit user sessions in D365?

System Admin > User log

Know the default roles in D365

System administrator System customizer CEO, Marketing Manager, Sales Manager, Salesperson, etc.

Workflow consists of the following elements:

Tasks, approval processes, line-item workflow elements, flow-control elements

Business Requirements Definition Phase Milestones

The business scenarios and processes in a hierarchical format. End-to-end process flows. Use cases. Business flows. Solution blueprint.

Batch data API is used when

Use in scenarios that require one or both 1. data management package REST API and 2. recurring integrations. Both APIs support data import and data export scenarios.

Purpose of a Business Unit

Used for financial reporting based on industries or product lines that the organization serves independently of legal entities

Purpose of a Cost Center

Used for management and operational control of business processes that span legal entities

Purpose of a Retail Channel

Used for management and operational control of one or more stores within or across legal entities

LCS - Package Application Service Requests

Used to release new code to a production environment

Purpose a Department

Used to report on functional areas. May have profit and loss responsibility and may consist of a group of cost centers

Workflow Scopes

User Business Unit Parent: Child business unit Organization

Creating a party record when you don't know the role

When you don't know role type, create record in global address book. Can select role type later.

Two ways to enter party records in global address book:

When you don't know the role or when you know the role

Two different definitions of workflows?

Workflow as a System, Workflow as a Business Process

What needs to be created first in order to make a work calendar?

Working time template

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

X++

Can you specify different sales, purchase, and stocking parameters for released products at different organization locations?

Yes, only if your organization locations are modeled as separate legal entities

Scenarios in which reporting systems read data from BYOD, how to prevent challenge of ensuring reporting system gets consistent data from BYOD while the sync from F&O is in progress

You can achieve this result by not having the reporting systems read directly from the staging tables that were created by the BYOD process. The staging tables hold the data while data is being synced from the Finance and Operations apps instance and hence will be constantly changing OR Use the SQL trigger feature to determine when the data sync from Finance and Operations apps has been completed, and then hydrate the downstream reporting systems.

What purpose does creating a non-default batch group serve?

You can assign a custom batch group to only run on specific AOS instances to improve performance of batch jobs

Quickly migrate data with following Data Management features?

You can select only the entities you need to migrate. If an import error occurs, you can skip selected records and choose to proceed with the import by using only the good data, opting to then fix and import the bad data later. You will be able to partially continue and use errors to quickly find bad data. You can move data entities straight from one Finance and Operations apps system to another, without having to go through Excel or XML. Data imports can be easily scheduled by using a batch, which offers flexibility when it is required to run. For example, you can migrate customer groups, customers, vendors, and other data entities in the system at any time.

Create an Office template if

You need additional content or formatting in the template or you want to combine multiple entities or data sources in the same workbook. When creating an template for an entity that has country specific fields, leave those fields out of the template. If country is specific, can create country specific template.

Create a Document Template if?

You need additional content or formatting in the template. You want to combine multiple entities or data sources in the same workbook.

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

Your active subscription estimate must match the subscription your org purchased

External Roles form

allows admin to assign security roles to an external part role such as a customer, vendor, prospective vendor/worker

If you're using BYOD feature for integration with BI tool, consider creating

an SQL premium database - premium databases support CCIs

An ________________ is a unit of work that must be performed by the system. No human interaction is required.

automated task

REST API can be used with

both cloud and on-premise deployments

Before you can configure export operation and use BYOD feature, you must?

create an SQL database for production environments by using Azure portal. If you're using the BYOD feature for integration with a business intelligence (BI) tool, consider creating an SQL premium database. Premium databases support clustered columnstore indexes (CCIs).

Before you use data entities to import or export data, recommend you

determine the impact of the configuration keys on the data entities you are planning to use

List of items that can be apart of implicit personalization

grid columns, FastTabs, fact boxes, action panes, QuickFilters, column header filters, navigation pane

Package API lets you

integrate with F&O by using data packages

Build your own database (BYOD) feature overview

lets administrators configure their own database and then export one or more data entities that are available in F&O into it..

Capacity of batch server is based on?

maximum number of threads that can run concurrently on the AOS instance. Each thread runs one batch task

Workbook Template can have ______ data sources

multiple data sources, can also have unbound content

Legal entity or OU: Consolidation

offices into a single, consolidated company to prepare financial statements OU: consolidation not required because information already shared among OU

Workflow: Actions That an Originator Can Perform?

originator starts a workflow instance by submitting a document for processing.

Workflow can contain these groups of people:

originator, task assignees, decision makers and approvers

Before you can publish data edits and create or upload a record in Excel Workbook Designer..

publish data edits: all key fields of entity must be in the Excel table. Key fields have a key symbol. create or update record: must have all mandatory fields in Excel table, mandatory fields have asterisk.