Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/basics/search-records
Topic 2, Contoso. LtdCase Study
This is a case study. Case studies are not timed separately. You can use as much exam time at 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 prowled.
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 sectary you cannot return to this section.
To start the case study
To display the first question m 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
Current environment
Ubeny5 Delightful Sinful Bakery & Cafe is a baked goods company headquartered in Denver. Colorado. The company has 200 locations around the United States.
Contoso, Lid purchases a majority stake m Liberty's As part of this acquisition. Contoso, Ltd plans to implement Dynamics 365 Finance, Dynamics 365 Supply Cham Management and Dynamics 365 Retail to support the rapid future growth Streamlined business processes will be implemented to replace manual processes and Microsoft Excel.
Contoso, Ltd. already has 10 legal entitles that use all Dynamics 365 modules in a single tenant. Liberty s with exist within the Contoso. Ltd. tenant as its own legal entity and Lifecycle Services (LCS) project. AN environments are cloud based.
General
Contoso. Ltd. uses One Version tor detailed regression test planning. The testing plan is fully automated by using the Regression Suite Automation Tool 1RSAT). There is a standardized set of core business processes in a single Business Process library and functionality-specific business process libraries for the various Contoso.
Ltd. businesses.
Environments
The following hilts are used to connect to Contoso, Ltd. s environments:
Microsoft SharePoint: httpsyAibertys.sharenoint.com
Dynamics 365: httpsVAibertviAos.cloodaK.dynamics.com
Microsoft A2ure Dev Ops https/Libertysvisualstudiocom
Microsoft Office 365: httpsi/Libertys-my.sharepoint com
The company uses the following Dyn
amics 365 version: 10.06/Update 30.
Current delivery

Business Processes/LCS
Liberty s needs lo leverage as many existing Contoso. Ltd.'s business processes as possible to shorten the implementation lifecycle and create similarities between the organizations. There will be one master business process library for Liberty s There are 100 user acceptance testing scripts. Fourth Coffee is one of Contoso.
Ltd/s legal entities.
Liberty's has a business process library that contains a specific set of functionality. Liberty s would like to use as an existing node In their core business process library.
Sales discounts for high-volume customers must be calculated by using predefined Excel templates. Sales team members must be able to access the template directly from the sales order form.
Data import/Export
Any Excel templates need to be standardized and easily accessible. The integrity of shared templates must be strictly maintained.
After the Implementation, the core Liberty's team needs to be empowered to further identify future value-add opportunities for interacting and manipulating their data as future phase initiatives- Once they understand the data structures and capabilities, they need to start creating their own templates that meet then specific needs.
Workflow
A workflow to streamline the feedback of the customer experience is critical. Any negative experience needs to be quickly addressed. Any steps to rectify the customer concerns are handled offline at the discretion of regional managers As the company grows, customer history of vendor direct delivery performance must be documented to assure stakeholders that the company is monitoring vendor performance. Any actions to rectify the customer concerns must be approved prior to execution.
Go Live/Cutover
* Go live axe. October 1.
* Cutover Sewn days before go live with daily delta imports occurring nightly. This process has been fully vetted and is operating properly.
* Data Packages to migrate: Two.
* Data Imports: Six hours total for all imports.
* Performance testing: Liberty's team system administrator reports that they are not planning to conduct performance testing.
Software updates
The customer cannot take updates during their busy season from November 1 - December 3v Any system downtime requires a notification to the users through the proper application management tool. 100% of user acceptance testing is required for any system update.
The first official update to the live software will be the third week of October.
Regression testing
There will be no dedicated 'egression testing team after going live. They are dedicated prior to go live and anything that can be done to virtually eliminate the overhead of regression testing will be done prior to go live.
Workspaces
A standard workspace will be assigned to each regional manager. The workspace will show the following information for stores associated with a regional manager
* Single detailed view of multiple components of their sales data
* KPIs for regional sales goals
* Drill down capabilities to inquire about the data
* Any direct delivery special orders
* Any negative inventory items
Regional managers may personalize workspaces as needed.
Issues
The current Open m Excel templates option on the All Customers form is missing several fields. It also contains several additional fields. This form must be replaced.
There was an issue with agreeing upon a supplemental organizational hierarchy used for sales reporting at go I've. This hierarchy is exclusively for reporting purposes Customer surveys are conduced by using open-ended emails or in store comment cards from the regional managers at random. This process makes it difficult to consistently analyze satisfaction metrics.
There is a concern that there will be something that pops up stopping the go live. A list must be compiled describing notable risk points.
A regional manager is asked to review a direct delivery sales order to determine whether it was created correctly in a test environment The regional manager trainer cannot see the sales order in question by using the direct delivery sales order link in the user's workspace.
Liberty's Instinct goes live successfully. In preparation for the first update, several business scenarios were reported as failing in the validation testing. You are working with Microsoft support and reviewing potential fixes to address the Issues.

Explanation

Reference:
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/get-started/advanced-filtering-query-options

Topic 4, Adventure Works Cycle
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
Current environment
Adventure Works Cycles is a high-end bicycle manufacturer in North America founded in 2010. The company has standard bicycles available year round in addition to limited-edition bicycle models released domestically several times per year to boutique retailers.
The limited-edition bicycles are the most successful. They have high margins, are in high demand, and have a fervent following with the younger bicycle community that wants to make a social statement. Most consumers become aware of the other Adventure Works Cycles bicycles through these limited editions.
Adventure Works Cycles wants to triple its manufacturing capabilities and expand to countries/regions in South America, Western Europe, and United Arab Emirates (UAE) over the next few years.
General
To facilitate these expansions, Adventure Works Cycles has decided to invest in Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and the Power Platform products to digitally innovate from a custom-built enterprise resource plan (ERP), and Microsoft Excel worksheets.
* Adventure Works Cycles sells only to North America and Canada but still cannot keep up with current demand. Over time, market expansion will be the only way to remain profitable.
* Expansion has been limited in the past due to legal requirements and regulations around document formatting and the lack of a developer.
* Adventure Work Cycles has no capabilities or budget to undertake any development past the Excel formula-level tasks.
* There are no formal change management procedures.
Sales
There are three distinct sales teams:
* An internal sales team (B2B)
- Sells to retailers.
- Submits orders via EDI, email, or call-in.
* A street sales team (B2C)
- Sells directly to high profile or social media influencer consumers.
- Provides customers with discounts or has marketing arrangements in exchange for driving sales to retailer-direct sales channels
- Submits orders by using email or call-in because pricing and terms must be negotiated.
* An Adventure Works Cycles administrative sales team
- Has same responsibilities and activities as the internal sales team.
- Coordinates the management activities of the B2B and B2C teams.
Products
* Before new bike models are unveiled through social media, it can be difficult for the street team representatives to show customers and retailers the new products with the most up-to-date information because the product is still being manufactured.
* Often the data and images for the products are out of date.
* The internal sales team uses the Dynamics 365 Supply Chain Management product from to show this information to customers.
* For questions about bike-specific warranties and service level agreements, consumers can contact Adventure Works Cycles directly through the active Adventure Works Cycles social media pages. The company expansion will put a strain on the manual interactions of answering questions.
* Information and attributes change often.
International compliance
Sales are currently restricted to the US only.
Requirements
General
No coding is in scope for the project.
* Change management operations need to be implemented.
* A One Version strategy needs to be implemented.
* The most critical business processes must never break when the software updates to the newest version.
* No third-party testing tools will be used. Adventure Works Cycles wants to use everything in the Microsoft stack if there is an option available.
* Because the company is at capacity with the overwhelming demand, the testing process must be done without users running through the processes every time the software updates.
* With the different bike configurations, Adventure Works Cycles would like to use a single business process but test against 10 different data configurations to streamline errors against data variations in the manufacturing process.
Data administrator
* A single person, the Adventure Works Cycle data administrator, will be tasked with owning all reporting and data tasks.
* This one person will need to intimately know all entities and fields, in addition to any changes in the new versions of the software.
* Adventure Work Cycles users will inquire with the data administrator about certain data they need to view. The data administrator needs to quickly search data entities by field names and advise users on how to extract data into their own Excel templates for ad hoc reporting and data management tasks.
Data migration
* The data cleansing and loading into Dynamics 365 will be done by the Adventure Works Cycles data administrator.
* With the many changes for the products and data, imports for the data loads must be repeatable and consistent.
* The different data loading components will all be done at one time.
* After the import order and cadence is done correctly in a test environment, that same process must be reliably replicable for the golden configuration, in addition to any environment refreshes going forward.
* Any errors on the data loading must identify the issue for the person to address and fix for future loads.
Sales
* The sales street team must be able to view and edit (only product descriptions) near real-time information form the Dynamics 365 system about products on their personal mobile phones.
* No street team representatives will have access to the Dynamics 365 Supply Chain Management application, but they must be able to enter orders and update customer information into the system without Adventure Works Cycles assistance.
* The Adventure Works Cycles internal sales support team must be able to see all street team sales orders entered to provide support, but the internal team should not see any information around the commissions configured on the orders.
* The sales support team must be able to see all orders and fields for the different sales teams. No other security differences from a Dynamics perspective are needed.
Products
* Warranty and Service Level Agreements stored in Dynamics 365 for the different products must not be exposed directly to sales representatives.
* The representatives must be able to pose questions from customers and retailers and get answers back almost immediately.
* Any opportunity to extend this type of product inquiry and support mechanism to customers and retailers must be evaluated.
* The data for all of the product information must be easily extractable back into Excel.
International compliance
* Payments and invoices inbound and outbound must be converted or translated to the correct localized format
* Regardless of regulatory compliance, the customer-facing business documents must have a unique template for each country that can be designed within Microsoft Office applications. These documents must be embedded in Dynamics 365 forms for data export and configurable by non-developers.

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