You must meet the requirements for frequently asked questions (FAQs).
Which two features are required? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.

A. Microsoft Dataverse

B. Power Apps app

C. Azure Data Lake

D. Power Virtual Agents

E. Remote assist

You plan a data migration from Dynamics AX 2009 to a Dynamics 365 Finance environment.
You need to ensure that you can perform the data migration.
What should you do first?

A. Upgrade the existing on-premises environment to Dynamics 365 Finance online

B. Migrate content to Dynamics POS (Point-of-Sale) 2009

C. Upgrade the existing on-premises environment to Dynamics AX 2012 R2

D. Migrate content to Dynamics 365 Business Central

HOTSPOT
-
You are the system administrator of a Dynamics 365 Finance system. You review the configuration of batch jobs in the system.
You need to complete the configuration to meet the requirements.
Which features should you configure? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
 

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

DRAG DROP -
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.
NOTE: Each correct selection is worth one point.
Select and Place:
 

You are implementing Dynamics 365 Finance.
You must use Power BI to report on business key performance indicators (KPIs).
You need to use a built-in data warehouse capability to report Dynamics 365 Finance data.

A. Excel add-in

B. Entity store

C. Workspaces

D. Bring your own database (BYOD)

SIMULATION -
You are a functional consultant for Contoso Entertainment System USA (USMF).
A user named Inga is configured to approve purchase orders (POs) by using a workflow.
You need to ensure that a user named Alicia can also approve POs by using a workflow.
To complete this task, sign in to the Dynamics 365 portal.

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 company is implementing Dynamics 365 Finance.
You plan to use Task Recorder to document the process of adding a new customer to the system. Before assigning a credit limit to the customer record, the customer's credit must be checked in an external system.
You need to include the credit check in the task recording.
What should you create?

A. End sub-task

B. Start sub-task

C. Action step

D. Info step

E. Pending step

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.

HOTSPOT -
You are testing Dynamics 365 Supply Chain Management after applying a system update in a test environment.
You must test common business processes. The tests must be reused for future system updates. The tests must reduce the amount of manual interaction required for each test run.
You need to identify the appropriate solutions to create, store, and run the tests.
Which solution should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
 

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.

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

A company is starting to implement Dynamics 365 Finance.
The company has identified several data entities that are needed for an integration with other systems. The company has already enabled and disabled several configuration keys in the environment but nothing else has been configured.
You need to determine whether the necessary data entities can still be used for the integrations.
What should you do?

A. Run Entity store refresh

B. Use the Data validation checklist workspace

C. Run the Data entity wizard

D. Run Entity list refresh

HOTSPOT -
A company is deploying a second instance of Dynamics 365 Finance.
You export configuration and setup data from the existing instance. You observe the following issues:
✑ When you export the account structures from the existing instance, only two of five account structures export.
✑ When you import the workflow entity into the new instance, an error occurs.
You need to fix the export and import issues.
How should you fix the issues? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
 

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

DRAG DROP
-
Case study
-
This is a case study. Case studies are not timed separately. You can use as much exam time as you would like to complete each case. However, there may be additional case studies and sections on this exam. You must manage your time to ensure that you are able to complete all questions included on this exam in the time provided.
To answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study. Each question is independent of the other questions in this case study.
At the end of this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section.
To start the case study
-
To display the first question in this case study, click the Next button. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment, and problem statements. If the case study has an All Information tab, note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer a question, click the Question button to return to the question.
Background
-
Best For You Organics Company is a family-run organic fruit stand based in Florida. The company sells tropical fruit varieties, such as mangos and papayas. The demand for organic foods increased quickly.
The company began to import fruit from other areas to meet the increased demand year-round. Best For You Organics Company opened a site in Florida, and a second site in Texas. The company also imports organic fruits from Mexico and Peru when the fruits are out of season locally. Dried fruit products and fruit baskets are available to order online.
The company has no brick-and-mortar retail stores.
Current Environment
-
• Best For You Organics Company uses Dynamics 565 Finance and Dynamics 365 Supply Chain Management. The company is in the process of optimizing its current implementation.
• The company operates as a single legal entity. The company plans to move to a new legal entity.
• Inventory is valued at FIFO per site.
• The controller accrues for inventory in the following ways;
o at the time of receipt for national purchase orders
o at the time of shipment for international shipments
• Local Florida vendors are boutique shops that do not have technology platforms. Agreements are emailed to the vendors.
• The IT department manages the online store.
• Requests for quotes (RFQs) are sent to vendors for items sold online.
• Frequently, online sales orders are same-day deliveries.
• The Texas site has two warehouse zones:
o ZoneA is refrigerated.
o ZoneB is not refrigerated.
• The Florida site has two warehouse zones:
o ZoneC is refrigerated.
o ZoneD is not refrigerated.
Requirements
-
Finance
-
• The accounts receivable (AR) manager is concerned about customer data moving to the new legal entity at cutover. The AR manager has two key requirements:
o AR requirement 1: The company must be able to extract customer data from its existing legal entity.
o AR requirement 2: The terms of payment must be moved to the new legal entity at the same time as customer data.
• The CFO reports that the inventory values are incorrect. The CFO has the following requirements:
o CFO requirement 1: Manually account for the difference in inventory value before month-end until the valuation is corrected next month,
o CFO requirement 2: Value inventory at FIFO per warehouse, not per site.
Inventory
-
• Inventory in the Texas site is sourced only from Mexico imports. The imports must be planned year-round.
• Inventory in the Florida facility is sourced from local Florida organic growers first, followed by seasonal buying from Peru.
• The company has two buyers:
o Buyer1 is based in Texas. The buyer requires the master planning job to run while the buyer is on their lunch break.
o Buyer2 is based in Florida. The buyer must be able to identify trends of local Florida vendors. Slower product delivery lead times are an early indicator of seasonal change.
• Inventory in transit from Mexico is included in the on-hand count in Texas. This practice creates demand and sales order fulfillment issues.
• The legal entity must provide purchasing suggestions by evaluating on-hand inventory, delivery lead times, and sales demand.
Vendors and purchasing
-
• The legal entity must have the ability to send emails for purchase order confirmations to the local Florida boutique vendors.
• RFQs must have the ability to be communicated and tracked with existing vendors online.
• Organic certificates must be uploaded by vendors as an attachment when RFQ responses are received.
Online sales orders
-
• The online store must be able to handle multiple languages to support customers in Mexico, Peru, and the United States.
• The customer service manager requires an alert or report when online sales orders have a same-day delivery date.
Warehousing
-
• The warehouse manager requires the customer service team to print to the warehouse zones that have refrigeration when the team confirms fruit basket orders. All other orders must print to the non-refrigerated zones.
Issues
-
Finance
-
• The controller cannot accrue for inventory without adding on-hand quantities to inventory. The process is manual and should be automatic.
• The company has customer terms of payment that are entered inconsistently. The AR manager is cleaning this up so that bad data, such as N10 or Net10, is streamlined into a reportable format.
Vendors and purchasing
-
• Buyer1 reports that the master planning job runs in the Florida time zone, an hour before the buyer s lunch.
• The local Florida boutique vendors often state that they have not received emails. Occasionally, the email system does not send emails due to weather and power outages.
Online sales orders
-
• A customer reports that they did not receive a same-day shipment. The customer service manager received a notification after the sales order was due.
• The IT manager is concerned that the IT team can manage only a single online store. The IT manager does not want multiple stores.
You need to solve the requirements of the AR manager.
Which features should you use? To answer, drag the appropriate features to the correct requirements. Each feature 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.
NOTE: Each correct selection is worth one point.
 

DRAG DROP -
You are a Dynamics 365 Finance system administrator for your company.
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? 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:
 

A company is using dual-write to synchronize customer data between Dynamics 365 Sales and Dynamics 365 Finance.
During an unplanned maintenance window for Dynamics 365 Finance, synchronization of customer data was interrupted. The interruption caused multiple errors and a loss of new requests.
You need to prevent errors and data loss from recurring.
What should you do?

A. Enable an alert condition.

B. Use catch-up errors.

C. Skip initial sync.

D. Select re run execution.

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

DRAG DROP -
You are implementing Dynamics 365 Finance.
You need to perform testing.
What tools should you use? To answer, drag the appropriate test tools to the correct requirements. Each test tool 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.
NOTE: Each correct selection is worth one point.
Select and Place:
 

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 developing a file-based integration to Dynamics 365 Finance.
Microsoft Excel files with 15,000 or more records need to be imported into the system periodically by individual users. The records need to be imported in full within a 5-minute approved window.
You need to determine how to accomplish the import into the system.
Solution: Import the data by using the Data Management Framework's package API.
Does the solution meet the goal?

A. Yes

B. No

SIMULATION -
You are a functional consultant for Contoso Entertainment System USA (USMF).
You need to export a list of all the vendors in the USMF legal entry by using an export job to an XLS file. The file must be saved to the Downloads folder.
To complete this task, sign in to the Dynamics 365 portal.
NOTE: To complete this task, you must configure the Shared working directory for the Framework parameters to C:userspublicdocuments.

You need to determine why the sales associate is not able to see Munson's in the search results.
What is the cause of the issue?

A. The search criteria is searching for only names that are exactly ‘pickles’.

B. The search criteria is only able to search by the shortened search name of the customer.

C. The search criteria is searching for all customer names that start with ‘pickles’.

D. The search criteria is case sensitive.

DRAG DROP -
You must migrate product data from a third-party database into Dynamics 365 Finance. The data includes units of measure and accounting currency.
You need to identify the data entity types.
What should use? To answer, drag the appropriate entity types to the correct data. Each entity type 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.
NOTE: Each correct selection is worth one point.
Select and Place:
 

DRAG DROP -
A company needs to set up its printers to work with Dynamics 365 Finance.
You need to set up the printers for network printing from the Dynamics 365 client browser.
Which three actions should be performed in order? 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:
 

You need to recommend a solution to meet the regional manager's workspace reporting requirements.
What should you use?

A. Inquiry form

B. Power BI

C. Power Apps

D. Record Grid

You are a Dynamics 365 Finance system administrator.
Microsoft recently released a new feature for public preview that would add significant value to your organization without licensing adjustments.
You need to enable the feature.
Where can you enable the preview feature?

A. Solution management

B. Lifecycle Services

C. Organizational administration module

D. experience.dynamics.com

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.
NOTE: Each correct selection is worth one point.

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.

HOTSPOT -
You are a business process analyst using Dynamics 365 Finance.
You develop business processes for your organization.
You need to review standard business processes from similar industries and make modifications for your organization.
Which business process libraries in Lifecycle Services should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
 

SIMULATION -
You are a functional consultant for Contoso Entertainment System USA (USMF).
You need to modify which default webpage is displayed when you access the system so that the Employee Self Service Portal is displayed by default.
To complete this task, sign in to the Dynamics 365 portal.

You are a Dynamics 365 Finance system administrator.
A user is reporting an issue with the Sales Order form. The UI for the form is not loading properly, and there are some performance issues. The object was working fine until the most recent update release. The user has personalized this form, is using Microsoft Internet Explorer 11, and no other users are reporting issues.
You need to resolve the issue.
What should you do?

A. Switch to Microsoft Edge instead of Internet Explorer 11.

B. Delete the sales from object in the usage data form.

C. Export, delete, then reimport the usage data for the sales from object.

D. Reimport and compile the AOT object causing issues.

You are responsible for regulatory compliance for a Dynamics 365 Finance environment.
You need to be able to search for regulatory features in Microsoft Dynamics Lifecycle Services (LCS).
What should you use?

A. Intelligent Data Management Framework (IDMF)

B. System diagnostics

C. Application Object Tree (AOT)

D. Issue search

You implement Dynamics 365 Finance. The implementation will undergo User Acceptance Testing (UAT).
You create test case recordings. To coordinate testing across multiple environments, UAT must be integrated with Microsoft Azure DevOps.
You need to configure Business process modeler (BPM) and Azure DevOps to complete user acceptance testing.
Which three actions should you perform? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

A. Synchronize the BPM library with Azure DevOps

B. Create a test pass and test case in Azure DevOps

C. Upload saved Task recorder files to BPM

D. Create a test plan and test suites in Azure DevOps

E. Synchronize the BPM library with a Git repo

F. Upload saved Task recorder files to Azure DevOps

HOTSPOT -
Your company is upgrading to Dynamics 365 Finance. The company has 20 offices in 20 countries. Each office currently uses their own Microsoft Dynamics AX
2012 R3 implementation. Transactions occurring in the systems are high volume. Viewing data from each office requires logging into 20 different AX implementations and takes hours to complete.
You must upgrade to a solution that provides near real-time data refreshes and views the data in a single Power BI dashboard.
You need to implement the solution.
Which technology should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
 

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

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.
A company's Dynamics 365 Commerce production instance is updated monthly as new versions of the software are released.
The company needs to identify any potential issues in new releases. They do not have developers to help with this initiative.
You need to implement a way to regression test scenarios.
Solution: Place data packages that are related to data task automation in the individual Dynamics Lifecycle Services (LCS) asset library.
Does the solution meet the goal?

A. Yes

B. No

DRAG DROP -
A company needs test scripts that can be leveraged by the Regression Suite Automated Testing (RSAT) tool. Several users are creating their test cases and sending the files to you to upload.
You need to create these scripts and link them to the RSAT tool.
Which three actions should you perform in sequence? 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:
 

You are a Dynamics 365 Finance system administrator.
A user is reporting an issue with the Sales Order form. The UI for the form is not loading properly, and there are some performance issues. The object was working fine until the most recent update release. The user has personalized this form is using Microsoft Internet Explorer 11, and no other users are reporting issues.
You need to resolve the issue.
What should you do?

A. Reset all the usage data for the user.

B. Switch to Microsoft Edge instead of Internet Explorer 11.

C. Reimport and compile the AOT object causing issues.

D. Export, delete, then reimport the usage data for the sales from object.

SIMULATION -
You are a functional consultant for Contoso Entertainment System USA (USMF).
You recently configured all the sales taxes of USMF.
You need to validate the sales taxes by creating a sales order. The sales order must contain the following information:
✑ Customer: Contoso Retail Los Angeles
✑ Product: T0001
✑ Quantity: 1
✑ Size: 10
To validate your result, create a proforma invoice for the sales order and save the invoice in Microsoft Excel format to the DownloadsSales folder.
To complete this task, sign in to the Dynamics 365 portal.

HOTSPOT -
A company sets up a data package to import data by using the data management framework. You have the following data entity sequence.
 
Use the drop-down menus to select the answer choice that answers each question based on the information presented in the graphic.
NOTE: Each selection is worth one point.
Hot Area:
 

HOTSPOT -
Your company uses Dynamics 365 Supply Chain Management.
Discounts are being applied to customer invoices at month end incorrectly. Users are configuring the wrong discount group when maintaining customer accounts.
You need to implement alerts to identify when the wrong discount group is configured.
Which alert value should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
 

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.
NOTE: Each correct selection is worth one point.

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 company is implementing Dynamics 365 Finance.
You must load configuration data from a previous version of Dynamics 365 Finance. You extract data from the previous system into a Microsoft Excel workbook.
Each worksheet contains setup and configuration data that correlates to a specific data entity.
You load sites and warehouses from the worksheets into the data entities.
Another user makes changes to the workbook.
You need to load the updated version of the workbook into the current data project.
What should you do?

A. Use the existing entities.

B. Run the Run project option.

C. Replace the existing entities.

D. Select the Resequence button.

A company uses Dynamics 365 Supply Chain Management.
A batch job that is running in the production environment must be canceled.
You attempt to cancel the batch job. The batch job is not canceled within a reasonable time period.
You need to force the batch job to stop processing.
What should you do?

A. Use the Abort function on the batch task.

B. Update the recurrence of the batch job.

C. Set the status of the batch job to Withhold.

D. Delete 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

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 have the following Dynamics 365 Finance instances:
 
You must copy the configuration data from CompanyA to CompanyB.
Solution: Use Copy into legal entity.
Does the solution meet the goal?

A. Yes

B. No

A company uses Dynamics 365 Finance for its global operations.
The company wants to restrict all users from uploading attachments to tables except for the vendor table.
You need to determine a solution.
Which configuration should you use?

A. Remove all user access for the SharePoint document management location

B. Remove all document management file types.

C. Enable Use active document tables.

D. Configure security permissions for the target table.

SIMULATION -
You are a functional consultant for Contoso Entertainment System USA (USMF).
You need to ensure that when a purchase of 10 units of a product named Surface Pro 128GB is initiated, the system can receive an overdelivery of an additional
10 units.
To complete this task, sign in to the Dynamics 365 portal.

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. Information rights management is enabled.

B. Retention policies are enabled.

C. Encryption between on-premises servers and Exchange Online Archiving is enabled.

D. Specify if SSL is required is selected.