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NEW QUESTION 49
You need to connect the Excel instance to the Relecloud production instance.
What should you do?
Answer: B
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/office-integration/use-excel-add-in
Topic 1, Relecloud Case
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.
NEW QUESTION 50
You are a functional consultant for Contoso Entertainment System USA (USMF).
You need to ensure that when you purchase item number 1000 named Surface Pro 128GB, you can request a single unit or a box of eight units.
To complete this task, sign in to the Dynamics 365 portal.
Answer:
Explanation:
See explanation below.
Explanation
You need to configure a Unit of Measure for the box of eight units and another Unit of Measure for the single unit if one doesn't already exist.
* Navigate to item number 1000.
* Select Item > Units of Measure.
* Click New.
* In the Code field, select an appropriate code such as
* In the QTY per unit of measure
* There is likely to be a default Unit of Measure for purchasing a single unit. If there isn't, click New again.
* Select the PCS for the Code and enter 1 for the QTY per unit of measure.
NEW QUESTION 51
A company plans to use record templates in its implementation.
You need to set up and use record templates.
Which three actions should you perform in sequence to create the record templates? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/data-entities/tasks/create-record-template-facilitate-data-entry?toc=/fin-and-ops/toc.json
NEW QUESTION 52
Your company is using a highly customized version of Dynamics 365 for Finance and Operations.
You have identified a new hotfix that will correct several important issues that have caused many user complaints.
You need to determine whether the hotfix will break any customizations.
Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
Explanation
References:
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/install-metadata-h
NEW QUESTION 53
A company has complex security requirements. You are asked to set up security access for users.
You need to identify the main attributes for security role, duty, privilege, and permissions.
Which of the following attributes does each of the security components have? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
References:
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/sysadmin/role-based-security
NEW QUESTION 54
......
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