A company implements Dynamics 365 for Finance and Operations 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 for Finance and Operations.
Which three actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
You need to enable the sales managers to consistently import their prospects.
Which tool should you configure?
A company uses Dynamics 365 Finance.
Your company provides you with a workbook that lists individuals, companies, and legal entities. The workbook also includes descriptions about each individual, company, and legal entity.
You need to configure party roles for the Global Address Book.
Which party roles should you use? To answer, drag the appropriate party roles to the correct descriptions. Each party role may be used once, more than once, or not at all. You may need to drag the split bat between panes or scroll to view content.
NOTE: Each correct selection is worth one point.


Explanation:

Reference:
https://docs.microsoft.com/en-us/learn/modules/plan-config-global-address-book-finance-operations/1-introducti
A company needs to be able to search for given addresses and remove all personally identifiable information about vendors, customers, and employees who might be in their system.
You need to identify a tool to quickly accomplish this.
Which tool should you use?
You are testing service updates for Dynamics 365 Finance by using the Regression suite automation tool (RSAT).
You need to select the appropriate test case type for each test requirement.
Which test case types should you use? To answer, drag the appropriate test case types to the correct test requirements. Each test case 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.


Explanation:
Box 1: derived
Derived test case
RSAT lets you use the same task recording with multiple test cases, enabling a task to run with different data configurations.
Box 2: chained
Saved variables and chaining of test cases
One of the key features of RSAT is the chaining of test cases, that is, the ability of a test to pass variables to other tests Reference: https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/perf-test/rsat/rsat-tutorial
A user named Karl recently moved to France and will begin working at Contoso Consulting FR (FRSI).
You need to ensure that the default legal entity for Karl is set to FRSI. The solution must ensure that the default date, time, and number format for Karl is set to French.
To complete this task, sign in to the Dynamics 365 portal.
* Navigate to System Administration > Users > Users.
* Select Karl's user account.
* Click User Options.
* Go to the Preferences tab.
* In the Company field, select Contoso Consulting FR (FRSI).
* In the Date, time and number format field, select French.
* Click Save to save the changes.
You are the security administrator for a company that uses Dynamics 365 Finance. The company requires the following:
* UserA must be restricted from deleting customer records.
* UserA must be able to create new customer records and edit existing records.
* UserB must be able to manage retail assortments business processes.
You must use the principle of least privilege when assigning user security. You must use existing security functionality.
You need to select the security components to implement the security requirements.
Which security components should you use? To answer, drag the appropriate security components to the correct security requirements. Each security component 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.


Explanation:

You set up Dynamics 365 for Finance and Operations.
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?
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.
A company sets up a workflow for expense reports. An employee named Sam submits an expense report totaling USD 7,000 to go through the workflow.

Use the drop-down menus to select the answer choice that answers each question based on the information presented in the graphic.
NOTE: Each correct selection is worth one point.


Explanation:

Reference:
https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/workflow-with-multiple-users-in-a-task
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 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 Application Integration Framework.
Does the solution meet the goal?
You need to connect the Excel instance to the Relecloud production instance.
What should you do?
A company uses Dynamics 365 Supply Management.
You must implement a guided process to manage actions that be performed when a customer reports a delivery that includes missing items.
You need to configure case management.
Where should you complete each configuration? To answer, drag the appropriate locations to the correct requirement. Each location may be used once, more than once, or into at all. You may need to drag the split bar between panes scroll to view content.
NOTE: Each correct selection is worth one point.


Explanation:
Box 1: Case Process
You should set up processes that employees must follow for the cases that are opened in your organization.
Processes help guarantee consistency for the people who are involved in cases, and also help employees resolve cases faster and more efficiently. You can set up a process for each case category that cases are assigned to. Although planning a separate process for each case type takes time, case resolution will go much more smoothly if the processes are planned out.
Box 2: Case category security
Case category security by role
Only appropriate employees in an organization should have access to cases and related information. To control which employees have access to view, create, and update different types of cases, you can assign security roles to case category types. You must determine which security roles should have access to the various case category types.
Box 3: Case workflow
You can setup cases in a deeper way by using workflows in Organization administration.
Reference:
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/organization-administration/plan-case-manag
You are a functional consultant for Contoso Entertainment System USA (USMF).
You need to modify the hierarchy for centralized payments to include Contoso Consulting FR (FRSI) for all the payments run for USMF.
To complete this task, sign in to the Dynamics 365 portal.
* Navigate to Organization Administration > Organizations > Organization Hierarchies.
* Select the Centralized Payments organization hierarchy.
* Click Edit > Insert.
* Add the Contoso Consulting FR legal entity.
* Save and Publish the hierarchy.
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.
A third-party logistics company uses Dynamics 365 Supply Chain Management to manage its warehouses.
Customers send items to the company's warehouse for controlled storage. Once a month, customers send the company an email with an attachment containing new items entered in a standardized Excel template.
The company must be able to do the following:
* Migrate the data into Dynamics 365 Supply Chain Management.
* Avoid using Dynamics 365 Supply Chain Management system forms to enter the data.
You need to identify the configuration and tool to assist with entering the data into the system.
Solution: Create an Excel template with an OData entity. Enter the new items into the Excel template and publish the changes to Dynamics 365 Supply Chain Management.
Does the solution meet the goal?