MB-700 Microsoft Dynamics 365: Finance and Operations Apps Solution Architect Questions and Answers

Graphical user interface, text, application Description automatically generated

Graphical user interface, text, application, table Description automatically generated

Box 1: Base, Finance, and Supply Chain Managemenet licences

Only the President/CEO, CFO, COO, Controller and VP Operations users must be able to access finance and warehouse features.

Box 2: Base and Supply Chain Management licenses.

Warehouse users must only have access to warehouse function. All other users must have access to finance functions.

Box 3: Base and Sale Professional licenses

The company holds events for club members in the tasting room and ships both full cases and individual bottles to members. The tasting room is not treated as a retail store. All sales to club members only and purchases must be made on-account.

The tasting room will not have mobile scanners.

Box 4: Device licenses

The distribution center must have mobile scanners for the warehouse.

Box 1: Power Apps app

Customers who sign up for add-on Jamaica excursions bring friends who have not signed up ahead of time. The sales representatives record the customer information on paper, take payment, and then enter the information into the system later. The information is frequently inaccurate and creates discrepancies.

Box 2: Common Data Model

Dynamics 365 common data model (CDM) is designed to simplify the data integration and management across business processes and applications. Microsoft introduced CDM as an integral part PowerApps offering.

The good news is that Dynamics 365 CDM enables apps to easily integrate and share data even without custom and extensive integration.

Note: In Jamaica, employees use SoftwareC, a homegrown application based on spreadsheets. Local sales representatives use pen and paper in the field.

New customers in Jamaica must be reviewed and approved due to frequent customer data discrepancies. The sales representatives in the field will enter information that must be routed to validate against existing data.

Box 1: Configurable business documents (CBD)

One of the top pain points reported by customers is the absence of a business user experience to customize printable business documents. By using Microsoft Office-based templates, we provide customers with predefined documents in the most familiar tools available in the market to customize business documents. This also opens the door to create a marketplace around standard and regulatory business documents that are tailored for specific industries or regions not covered by Finance and Operations apps.

Box 2: Microsoft Power BI

A report must show seasonality and weather patterns so that Margie’s Travel does not offer excursions during timeframes where severe weather is predicted.

Microsoft Power BI is a suite of business analytics tools that let you analyze data and share insights. By using Power BI tools, you can explore data and quickly create rich reports and dashboards. You and your colleagues can then use the reports interactively on many devices.

You can create high-volume, near-real-time "operational Power BI reports" by using Entity store.

Microsoft Power BI content that partners and independent software vendors (ISVs) developed can be embedded directly into the Microsoft Dynamics 365 Finance

Box 1: Consolidation company

Eliminations can be reported in multiple ways:

* A separate company can be created and used to manually determine and post elimination transactions. This company can be used in the consolidation process or in financial reporting.

* Elimination rules can be set up in the system.

* The accounts and financial dimensions that are used to determine intercompany activity can be filtered on a row definition or column definition in Financial reporting, and full drill-down capabilities can be used.

Box 2: Financial reporting

There are multiple options for consolidating data:

* Financial reporting – This option enables consolidation of transactions and balances, and can be generated at any time. Multiple levels of hierarchies can be created, and multiple reporting currencies can be viewed.

* Consolidate online – This option consolidates daily balances by the selected accounts and dimensions, and stores them in a consolidation company.

* Consolidate with import – This option imports balances into a consolidation company.

Export company balances

Note: The CEO is considering the acquisition of additional companies in the same countries as the current companies. The consolidation structure may change within the first 90 days of go-live. Margie’s does not want to finalize the consolidation structure for a hard-close at month’s end until this has been finalized.

Data migration is a key success factor in almost every implementation. A primary concern of some customers is the speed that data can be migrated at, especially if there are vast amounts of data and a small cutover window. The Data migration framework is also used to move data as part of business requirements and operations.

A data package for a Dynamics 365 Finance and Operations app can consist of one or many data entities. A typical data package consists of a group of entities for a specific task, process, or function.

Note: A mock cutover was conducted. It was unsuccessful due to lack of coordination across the countries. The lack of success created timing issues with data uploads from centralized IT and validation at the country level. User1 must use a standard template to prevent the mock cutover issue happening at go-live.

Box 1: Business process modeler

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.

BPM is compatible with the following products:

Microsoft Word – You can generate documentation for business processes.

Microsoft Visio – You can export business process maps to Visio files.

Note: Vendors and purchasing

As customers purchase packages, Margie’s Travel can claim rebates with the providing vendor for every package sold. The rebates are claimed quarterly, and internal workflows have been established for approval prior to vendor submission. The workflows for package offerings eligible for rebates can be complex. User2 has created Visio diagrams for the associated approval processes.

Box 2: Regression suite automation tool (RSAT

The Regression suite automation tool (RSAT) significantly reduces the time and cost of user acceptance testing (UAT) of Finance and Operations apps. UAT is typically required before you take a Microsoft application update, or before you apply custom code and configurations to your production environment. RSAT lets functional power users record business tasks by using Task recorder and then convert the recordings into a suite of automated tests, without having to write source code.

Note: The accounts receivable and accounts payable departments are unclear about the workflows associated with the rebate process. User2 must ensure that representatives from each department validate that they have tested their respective steps in the overall process. Testing feedback must be communicated to User2.

QUESTION NO : 9

You need to resolve the issue for User1.

What should you use for testing?

A. Regression suite automation tool (RSAT)

B. Azure Pipelines

C. Performance software development kit (SDK)

D. Acceptance test library (ATL)

E. Azure Test Plans

Answer: A

Lifecycle Services (LCS) for Microsoft Dynamics is a collaboration portal that provides an environment and a set of regularly updated services that can help you manage the application lifecycle of your implementations of Finance and Operations apps.

Box 1: Implementation

Implementation workshops provide timely guidance across the functional, technical, and implementation aspects of the solution. This includes:

Data migration strategy

Security model design

Etc.

Box 2: Solution Blueprint Review

The Solution Blueprint Review workshop covers the following topics:

Program strategy

Application strategy

Data strategy

Integration strategy

Test strategy

Business process strategy

Security strategy

* -> Application lifecycle management strategy

Environment and capacity strategy

Intelligence strategy

Note: A Solution Blueprint Review workshop serves as the starting point of Success by Design. It is a mandatory workshop that sets the stage for the FastTrack engagement and provides a baseline to plan other Success by Design activities and workshops. The primary purpose of this workshop is to ensure that the fundamentals for project success are in place andthe overall solution design approach is sound and aligned to the product best practices and direction.

AD: Live View – Shows executing statements and blocking statements.

A: Sample flow

Scenario: Users report slow performance when using the system. One issue could be a blocking statement. Blocking by itself is typical in a healthy system and is only a problem when it becomes excessive or starts degrading business activities.

• Go to the Live View tab and check if there are any blocking statements. If there is a blocking statement, copy the blocking query ID.
• Open the Queries tab and select the Current Blocking Tree query. This will return the root blocker that is blocking the SQL operation.
• Etc.

Graphical user interface, text, application, chat or text message Description automatically generated

Graphical user interface, application Description automatically generated

Graphical user interface, text, application Description automatically generated