You are a Dynamics 365 for Finance and Operations systems analyst. A user configures an alert for purchase orders that have a delivery date of two weeks away. However, batch alerts are not being sent. You need to troubleshoot why alerts are not processing What two actions may be the cause for alerts not being sent? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.
Correct Answer: C,D
Explanation/Reference: https://community.dynamics.com/ax/b/shafeealabadiaxtutorials/posts/ax-2012-alert-management-part-ii-due- date-alerts Configure security, processes, and options Testlet 2 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 Relecloud is a cloud point of sale (POS) software company specializing in direct to consumer food stands. They have multiple business units using their new Dynamics 365 Finance and Operations implementation including customer-facing representatives for account management, technical support, customer service, and finance. There are two legal entities, one for operations and one for financials. Customers pay for the Relecloud POS software monthly and everything is deployed in the cloud. The Dynamics instance URL is https://relecloud-prod.operations.dynamics.com. Munson's Pickles and Preserves Farm is a company that uses Relecoud's cloud POS software to sell their produce in farmers markets. Munson's was one of Relecloud's first customers, and Relecloud stocks their employee lunchroom with Munson's products. Munson's has also been subcontracting their employees to Relecloud to help functionally build a best-in-breed solution. Munson's employees assume multiple organizational positions. Each employee has only a single email address by which people can contact them. Current environment: System and IT * Dynamics 365 for Finance and Operations was recently updated. * All recurring batch jobs in the system were removed and recreated. * The alert notification batch processing was recently changed from every 10 minutes to once every two hours. * Real-time reporting of the information is not needed. Current environment: Customer Service * Customer credit requests are entered through the customer service team. * All requests must contain a date, time, reason for request, and customer service notes on initial recommendations for credit action. * Customers have multiple points of contact who can enter support tickets to the Relecoud portal. * Tickets are automatically generated in the support team's third-party system when they are created by support technicians. * The Dynamics 365 email client mail is used to correspond with customers. Current environment: Technical Support/IT * The technical support team gets involved when technical issues arise with the Relecloud software. Service tickets are entered and get escalated to the team, depending on the issue. * Microsoft Flow is used for automating different workstreams. * Workflows are not configured for the technical support request flows in Dynamics 365 Finance and Operations. * Management and history of technical support tickets are handled in a third-party issue management solution. * The technical service team manages issues related to the Relecloud POS as well as the Dynamics 365 application. Current environment: Account Representatives * Each customer is assigned a single account representative. * Account representatives use multiple devices. * Only account representatives have the ability to approve credits. * All email to customers come through their own Outlook instance. Current environment: Finance * Customers do not have invoice accounts. * Only finance resources have the ability to enter credits. * Credits can be entered by any of the four finance resources assigned the Credits and Refunds security role. * If the request has not been updated in four days, the request is escalated to the Controller. The account representative must be alerted when this occurs. Requirements: Technical support/IT * Support technicians must use Microsoft's existing knowledge base to resolve open issues. * If an issue exists, support technicians must report the status of the issue on a weekly basis. * If there is no existing support request, support technicians must create one for Microsoft evaluation. * All software must be installed centrally when possible. * The Dynamics 365 Finance and Operations production environment must have an update cadence of every second Saturday from 4-7 A.M. EST. * Updates must be tested in separate environment. Requirements: Account representatives * Account representatives must be able to see only the relevant customer fields and records automatically from their dashboard. * Account representatives must be able to export the list of customers to Microsoft Excel. * Account representatives must be able to navigate to the customer master record for any editing or record entry tasks. * The forms must be relevant based on each account representative's needs. * Account representatives need a centralized location to see multiple data components. * Account representatives require an offline list of their current customers in Excel with only the fields they need. * The IT Director must reassign all instances of an account representative's customer contacts if the representative leaves the company. * An alert must be sent automatically to an account representative when a credit is issued or any data is changed on a customer's record. Requirements: Financials * Any refund must be printed as a physical check. * All printers must be exclusive to the financial legal entity. Issues * Typing 'pickle' in the search box yields no returned results for the account representative. * After the latest update, an account representative reports that he is no longer receiving alert notifications when a customer's contact is changed. * An account representative has recently resigned.
Question 147
You use different elements to construct a workflow. You need to identify which workflow element to use for each scenario. Which action should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.
You need to configure the system to meet the data import, export, and operations requirements. Which two options should you implement? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.
Correct Answer: A,D
Section: [none] Explanation/Reference: Testlet 3 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 Wide World Importers (WWI) is an importer and supplier of fair trade, handmade home goods to independent retailers in North America. One of WWI's products was recently featured on several major television talk shows and has become very popular. As a result, WWI is expanding their prospective sales operations to new markets as well as engaging current customers in a more direct manner. Current environment Sales representatives * Sales representatives are highly competent users of this Dynamics 365 Finance implementation. * They typically operate independently, but due to the recent high sales volume they must work together as a team. * Sales representatives are not available to test the new business processes and security roles being introduced. * Customer and prospect data is currently stored in Excel spreadsheets. Requirements: Functional requirements * A mechanism to facilitate an interactive step-by-step training guide within the Dynamics 365 application must be implemented. * Tips and hints for data entry in the interactive training guide must also be included because most sales representatives will not be available for training prior to implementation of the new functionality. They need to be able to use the functionality as soon as it is implemented. * Sales representatives must be able to see all report and form data for specific sales and inventory reports and forms. * Many sales representatives have applied individual changes to forms and reports, such as moved, added, and hidden fields. These changes are critical to the sales representatives' efficiencies and must remain in place. * New processes must be standardized and documented according to current standards. * Several sales representatives run custom queries on SSRS reports. Sales representatives must be able to see the default data as well as their custom queries for those reports. Requirements: Power Apps initiative * A Power Apps also must be created and embedded on the customer form. The form displays other prospects who reside within a certain radius of the current customer. This functionality will be distributed on a per-request basis. * A Power Apps app must be embedded in a feedback form within the Sales order form in Dynamics 365 Finance. The form must display questions for a sales representative to ask customers while reviewing their previous sales orders. Requirements: Data import and export * WWI must consolidate and migrate all their data currently in Excel spreadsheets into the Dynamics 365 system. * Sales managers must cleanse their region's prospects and bring them into the Dynamics 365 system by a specified date for final analysis. * Sales manager's data sheet templates must include the most recent data from the Dynamics 365 system. The managers must check for duplicate data. * The data templates used for data import must be intuitively located within the Dynamics 365 forms where the data primarily resides. * For any other core data that must be imported, all test imports must be as repeatable and consistent as possible while data validation errors are identified and addressed. Requirements: Technical requirements * The implementation must be done as quickly as possible with no development needed. * A tool for project workstream, task management, and work stories must be implemented for the rapid deployment sprints, issues, and feature backlogs that will result from the implementation. * The solution must also facilitate automation of regression testing for the One Version business continuity initiatives. * Basic entity templates must be acceptable for imports. Issues * The Dynamics 365 Commerce customer data cannot currently be accessed by a Power Apps data source. * Several sales representatives have applied individual changes to forms, preventing the new business processes. All representatives should use the same form layouts. * Sales representatives report errors on a few existing sales reports. You identify that the criteria used to generate the reports is the root cause for the errors.
Question 149
A company requires data analysis for their business units from the default installation. You need to select the appropriate functional module area where me data analysis requirements win be met by the system objects. Which base reporting type objects should be used? To answer, drag the appropriate reporting type to the correct requirements. Each reporting type to leverage 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 NOT: Each correct selection is worth one point.
Correct Answer:
Explanation
Question 150
You are a Dynamics 365 for Finance and Operations implementation consultant. You plan to use automated regression testing in a company's environment, as the system will be updated frequently until automatic updates can be applied. You need to identify when and what key business object should be used during the implementation. Which business objects should you use? To answer, drag the appropriate objects to the correct component actions. Each object 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.
