You are a Dynamics 365 for Finance and Operations system administrator.
Data is being migrated from a customized version of a legacy application to Dynamics 365 for Finance and Operations. Some of the fields in the entity are the same, and some are different.
As a starting point, you need to automatically map as many fields as possible within Dynamics 365 for Finance and Operations.
Which feature or tool should you use?
You are a functional consultant for Contoso Entertainment System USA (USMF).
You need to assign the Purchasing agent security role to Wayne Samuel Jorden for USMF only.
To complete this task, sign in to the Dynamics 365 portal.
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet 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 security administrator.
When testing security setups, users report that certain roles are gaining access to sensitive information via a form in the system.
You must investigate which user roles have what visibility and access level to system objects, and then send a report to the implementation team to address security compliance concerns.
You need to report the information from the system.
Solution: Generate the Security role access report.
Does the solution meet the goal?
You need to configure integration with Excel.
How should you complete the configuration? To answer, select the appropriate options in the answer area.
NOT: Each correct selection is worth one point.


You want to enhance usability in the Dynamics 365 for Finance and Operations deployment for your organization.
Your environment has been configured using default components. You set up filters on the channel deployment workspace.
You need to use the correct UI filter.
Which UI filter should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
