A company plans to implement Dynamics 365 Supply Chain Management. The company has third party applications that require integration.The company uses the Success by Design framework for the implementation. The solution architect is generating a findings document as the output of the integration design workshop.You need to categorize the types of findings from the integration design workshop.Which three categorizations should you use? Each correct answer presents a complete solution.Note: Each correct selection is worth one point.
Answer(s): A,B,D
Success by Design outputsWith a basic understanding of Success by Design's objectives, phases, and review flow, it's important to pause to understand the makeup of review outputs and their purpose, findings, and recommendations.Findings come in three types:Assertions - Findings that capture noteworthy aspects of the solution or approach. Assertions highlight what the project team is doing right, typically in line with best practices.Risks - Findings that could potentially influence the implementation negatively if not mitigated.Issues - Findings that are currently impacting implementation negatively or will do so if not resolved.
https://learn.microsoft.com/en-us/dynamics365/guidance/implementation-guide/success-by-design
An organization uses Dynamics 365 Finance. You are hired to architect a solution for the organization.You need to analyze usage characteristics.Which tool should you use?
Answer(s): A
Business Process ModelerBusiness process modeler (BPM) in Lifecycle Services (LCS)Business process modeler (BPM) in Microsoft Dynamics Lifecycle Services (LCS) is a tool that you can use to create, view, and modify repeatable implementations that are based on business process libraries. BPM helps you align your business processes with industry-standard processes that are described by the American Productivity & Quality Center (APQC). You can perform fit-gap analysis between your business requirements and the default processes in finance and operations apps. Additionally, you can add new business processes that aren't already defined.Incorrect:* Trace ParserThe Trace Parser is built on top of Microsoft SQL Server. It enables rapid analysis of traces to find the longest running code, longest running SQL query, highest call count and other metrics which are extremely useful in debugging a performance problem.* Data Management WorkspaceThe Data management workspace provides access to important tasks for data management. It also provides information about projects and project execution tasks.
https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/lifecycle-services/bpm-overview
HOTSPOT (Drag and Drop is not supported)A food production company is implementing Dynamics 365 Supply Chain Management.The company must run production for salad kits that do not contain nut allergens first, and salad kits that do contain nut allergens second to avoid cross contamination. The salad kits create by-products.You need to identify business process steps to ensure that production orders for salad kits that are free of nut allergens are produced first.What should you do? To answer, select the appropriate options in the answer area.Note: Each correct selection is worth one point.Hot Area:
Box 1: FormulaSet up raw materials for finished goodsFormulas, though conceptually similar to BOMs, have a few key distinctions. A few of these differences are outlined below:Unlike BOMs, Formulas are generally used by process manufacturersFormulas are commonly used in Batch order rather than Production ordersInstead of consisting of "components", Formulas more often combine different measurements of certain"ingredients"Since these ingredients are combined, items that are created from a formula cannot easily be broken down into the original ingredientsDepending on other factors (order size, raw materials available, etc.), a formula can be scaled up or scaled downFormulas allow the use of co-products and by-productsFormula lines can be allocated on a percentage basis vs designated quantitiesFormulas permit the utilization of catch weight itemsWhat defines an item created from a formula is that each of the ingredients are fully consumed and transformed into a new item. You cannot break an item that is created from a formula back into its original components. Think of using a formula for a production item like following a recipe to bake a cake. Once the ingredients are combined and the cake is baked, it would be very difficult to break the cake back down into flour, eggs, sugar, etc. The same goes for companies that use formulas to produce items such as paper or plastic.Incorrect:* BOMIn the simplest terms, a BOM is a list of components (such as raw materials and sub-assemblies) required to produce a finished good. Items created from a BOM can usually be disassembled into the original components; generally, these items are not consumed or transformed in the production process. For this reason, BOMs are more common among discrete manufacturers than process manufacturers. Some examples of items that might be created from BOMs are chairs, desks, and manufacturing equipment. A BOM for a desk might look like:4 legs1 table top4 drawers18 screwsBox 2: Sequence groupConfigure the batch sequenceAbout batch order sequencingYou can use batch order sequencing to define sequences that you can assign to items. A sequence is an item characteristic that is used to sort items in groups so that the items with similar characteristics are scheduled for production together.You can perform the following tasks for batch order sequencing:* Create a sequence group and assign sequences to the sequence group.* Assign a sequence group to an operation resource or resource group.* Etc.Note: Set up sequence groupsUse this procedure to create sequence groups that are used to schedule production. You can assign sequences to a sequence group and then rank these sequences in the order of preference. For example, in the paint industry, color-based paints can have color properties and other attributes, such as latex or enamel. You can create a sequence that contains values for colors that are ranked according to preference in which these colors are ordered or sorted. You can create another sequence that contains values for the type of paint, so that latex is preferred to enamel. You can then assign these sequences to a sequence group, and then rank the sequences so that all the colors that are available for a specified type of paint are sequenced, or all the types of paint that are available for a specified paint are sequenced, according to the ranks of the sequences in the sequence group.Box 3: Master planningEnable the sequence planned orders parameterMaster plans overviewSequencingSequencing enables planned orders to be arranged based on sequencing attributes that are associated with the finished product. It's often used to prepare production orders for packaging. For example, it can be used to pack boxes in a specific sequence, based on color and size.By setting the Sequencing option to Yes, you can specify how far in the future the operations or jobs should be sequenced. Keep in mind that the longer the time fence is, the longer it will take for master planning to run.
https://ellipsesolutions.com/dynamics-365-boms-formulas-whats-deal/ https://learn.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/about-batch-order-sequencing https://learn.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/set-up-sequence-groups https://learn.microsoft.com/en-us/dynamics365/supply-chain/master-planning/master-plans
A company that has multiple manufacturing facilities plans to implement Dynamics 365 Supply Chain Management. The company's current processes are manual and primarily managed on paper.The company is concerned about a big bang approach to implementation and instead wants a staggered approach to rollout. The company wants to ensure that the first manufacturing facility to go live will be successful and serve as a model to its other manufacturing facilities.You need to identify Microsoft guidance on a phased rollout approach and any available Success by Design templates to support the effort.Which tool should you use for the guidance?
Answer(s): B
Application lifecycle managementALM focuses on a few key concepts:Defining best practices, processes, and templates for implementation Collaboration between customer, partner, and Microsoft team members Multiple phase rollouts of your entire solutionInnovation and automation using toolsALM workshopThe ALM workshop is part of the Success by Design framework. It's designed to validate that the development approach is aligned between the customer and the partner and that it follows the best practices of Dynamics 365 ALM.
https://learn.microsoft.com/en-us/dynamics365/guidance/implementation-guide/application-lifecycle- management
A client plans to implement Dynamics 365 Finance.The client is unsure whether to use a cloud-based or on-premises implementation.For which scenario should the client install the on-premises version of the app?
Why on-premisesWith an on-premises deployment, existing data center investments can be leveraged. Customers can also configure their enterprise preferences to meet the regulatory and compliance needs of their business, comply with data sovereignty rules in regions where there are no Azure Data Centers, or ensure business continuity in areas with limited public infrastructure.Note:A customer's business data and processes are disconnected from the cloud and are stored and run locally in the customer's or their partner's data center. Some connectivity is required for system management and updates which are enabled through Microsoft Dynamics Lifecycle Services (LCS), a cloud-based application lifecycle management service. Customer data that is related to the configuration and application customization may be stored in the cloud.For customers who choose to run finance and operations apps in their own data center, the on-premises deployment option will have a similar user-interface and application functionality as other deployment options.However, customers must take on the following responsibilities:Stand up their own infrastructure.Configure their own high-availability and disaster recovery solutions.Stand up sandbox environments.Manage their infrastructure, including scheduling operating system updates.On-premise is a great choice for those willing to have full control over their customers and operations data.Some companies follow strict data regulations prohibiting to store data outside the company.Note: This question has the following correct answers:* The client needs to comply with data sovereignty rules in a region where Microsoft Azure Data Centers are limited.* The client needs to comply with federal regulations and keep their financial data at their headquarters location.This question has the following incorrect answers:* The client already has a significant infrastructure investment.* The client has integrations that depend on direct Microsoft SQL access.* The client is concerned about disaster recovery and high availability.* The client is concerned about their retail stores losing internet connection and not being able to process offline store transactions.* The client needs to be SOC 1 compliant* The client wants direct access to production environments.Incorrect:* The client has integrations that depend on direct Microsoft SQL access.Direct Microsoft SQL access can be provided through a Virtual machine in the cloud.* The client is concerned about their retail stores losing internet connection and not being able to process offline store transactions.Dynamics 365 Finance support asynchronous batch solutions.* The client needs to be SOC 1 compliantSystem and Organization Controls (SOC) 1 Type 2SOC 1 Type 2 overviewSystem and Organization Controls (SOC) for Service Organizations are internal control reports created by the American Institute of Certified Public Accountants (AICPA). They're intended to examine services provided by a service organization so that end users can assess and address the risk associated with an outsourced service.
https://learn.microsoft.com/en-us/compliance/regulatory/offering-soc-1 https://go-erp.co.uk/2020/01/24/dynamics-365-cloud-on-premise-comparison/ https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/deployment/choose-deployment-type
DRAG DROP (Drag and Drop is not supported)A company implements Dynamics 365 Finance in a self-service environment. The company plans to deploy code changes to the production environment.You need to recommend methods to deploy the changes.What should you recommend? To answer, drag the appropriate deployment methods to the correct code types of changes. Each deployment method 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:
Box 1: All-in-one deployable packageDeploy a custom fix for an independent software vendor (ISV) solutionAll-in-one deployable packagesCustomers can update the software in their environments by applying software deployable packages. These packages can originate from the customers themselves in the form of customizations. They can also be provided by partners and independent software vendors (ISVs). Microsoft recommends that customers combine all these various packages into a single package before they apply them to an environment. For customers who have self-service environments, this approach is a hard requirement.Note: What is an all-in-one deployable package?An all-in-one deployable is a software deployable package that contains all the models and binaries that you currently have in an environment. Think of it as a single package that represents all the non-Microsoft software in an environment.Box 2: Binary packageDeploy Dynamics 365 updates that were downloaded from Lifecycle Services (LCS)Download updates from Lifecycle Services (LCS)Get updatesTo view the available updates, follow these steps.1. Sign in to Lifecycle Services by using your credentials.2. In the Lifecycle Services project, select an environment.3. On the Environment page, scroll down to Available updates.Types of updates*-> Binary updates are precompiled and cumulative. Therefore, every binary update includes all previous updates. In addition, these updates don't have to be compiled in a development environment but can be applied directly to a nondevelopment environment from Lifecycle Services.* X++ updates include updates to specific application functionality in application models.Download binary updatesTo download binary updates, follow these steps in Lifecycle Services.1. Select any of the binary update options, including Quality update, Service update, All binary updates, and Platform binary updates to view the combined list of application and platform binary updates.2. On the Binary updates page, select Save package.3. On the Review and save updates page, select Save package.4. In the Save package to asset library dialog box, enter the name and description, and then select Save package.5. Select Done to return to the environment page.6. You should find the saved binary package in the Asset library.
https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/dev-tools/aio-deployable-packages https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/migration-upgrade/download-hotfix-lcs
DRAG DROP (Drag and Drop is not supported)A retail company is designing security requirements for its Dynamics 365 finance and operations apps implementation. Four sales associates enter and manage customer sales orders.Sales associates must have access only to the forms that they require for maintaining their customers and sales orders. Sales associates must also have access only to the sales orders that they enter for the specific customers they manage.The company must provide an annual audit report to an industry compliance governing agency with proof that the sales associates cannot perform certain tasks against their customers such as invoicing. Those tasks must be performed by a different employee of the company.You need to implement the security controls for the requirements.Which security controls should you use? To answer, drag the appropriate security controls to the correct requirements. Each security control 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:
Box 1: RolesSales associates must have access only to the forms that they require for maintaining their customers and sales orders.Restricting access to a form in Dynamics 365 through security roles. In Dynamics 365, we can restrict access to forms through security roles.Box 2: Security policiesSales associates must also have access only to the sales orders that they enter for the specific customers they manage.Administrators can apply data security policies to limit the data that the users in a role have access to. For example, a user in a role may have access to data only from a single organization. The administrator can also specify the level of access that the users in a role have to current, past, and future records. For example, users in a role can be assigned privileges that allow them to view records for all periods, but that allow them to modify records only for the current period.Box 3: RolesThe company must provide an annual audit report to an industry compliance governing agency with proof that the sales associates cannot perform certain tasks against their customers such as invoicing. Those tasks must be performed by a different employee of the company.Incorrect:* personalizationsYou can personalize the app and covers the following subjects:System-wide options These personalization options are made on a setup page and are available to all users.Examples include the color theme and time zone.Restricted personalization access At this access level, user actions that are associated with typical page usage are automatically saved by the app and restored the next time that you visit the page. For example, the app stores the width of grid columns if you adjust them, and the expanded or collapsed state of FastTabs. Full personalization access At this access level, users have access to all personalization capabilities in the app. In particular, they have access to the Personalization toolbar. Sharing personalizations Users who have full personalization access can export their page personalizations and share them with other users.Administration of personalizations Privileged users can access the Personalization administration page to manage all personalizations at an organizational level.
https://carldesouza.com/restricting-access-to-a-form-in-dynamics-365-through-security-roles/ https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/role-based-security
A company is upgrading its existing operational software to an enterprise resource planning (ERP) system and is evaluating Dynamics 365 Finance.The company is setup with the following:One parent company based in the US and three fully owned subsidiaries that use US dollars (USD) for the accounting currency.Two partially owned subsidiaries that use Canadian dollars (CAD) for the accounting currency.Distribution facilities in both Canada and the US.Project managers travel to customer locations.Intercompany sales are transacted between the US subsidiaries.E-commerce business-to-business (B2B) sales.A call center that receives customer orders.The company has the following requirements:Must provide an asset maintenance capability.Must provide a purchase requisition approval process.Must provide an invoice approval process.You need to identify which functional component of Dynamics 365 Finance to implement.Which functional component should you use?
Answer(s): D
Correct:* Purchase requisition workflowIncorrect:* Asset maintenance work orders* Business-to-business e-commerce* Call center sales* Elimination* Expense management* Invoice approval workflow* Site and warehouse setup
https://learn.microsoft.com/en-us/dynamics365/supply-chain/procurement/purchase-requisitions-overview
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