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MB300 March 2021

Terms in this set (30)

You need to detail a business process for streaming the customer editing process for account representatives. Which two actions should you perform? Each correct answer presents a partial solution.

A. Navigate to the All Customer form for the Accounts receivable module and select the appropriate customer account.

B. Navigate to the account representative's workspace and select the appropriate customer account.

C. Select the form and then select Hide.

D. Hide Invoice account from the view.
Navigate to the All Customer form for the Accounts receivable module and select the appropriate customer account.

Hide Invoice account from the view.
You need to determine why the sales associate is not able to see Munson's in the search results. What is the cause of the issue?

A. The search criteria is searching for only names that are exactly 'pickles'.
B. The search criteria is only able to search by the shortened search name of the customer.
C. The search criteria is searching for all customer names that start with 'pickles'.
D. The search criteria is case sensitive.
The search criteria is searching for all customer names that start with 'pickles'.
You need to configure the system for account representatives. Which two actions should you perform? Each correct answer presents a partial solution.
NOTE: Each correct selection is worth one point.

A. Recreate the job alert as a change-based alert.
B. Enable change-based alerts.
C. Increase the batch job running frequency.
D. Specify the batch server for the alert notifications job.
Recreate the job alert as a change-based alert
Increase the batch job running frequency.
You need to connect the Excel instance to the Relecloud production instance. What should you do?

A. Set the server URL to Microsoft.Dynamics.Platform.Integration.Office.UrlViewerApplet.
B. Set the server URL to https://relecloud-prod.operations.dynamics.com.
C. Set the App Correlation ID to https://relecloud-prod.operations.dynamics.com.
D. Set the App Correlation ID to the App Id in the Dynamics 365 Office App Parameters.
Set the server URL to https://relecloud-prod.operations.dynamics.com.
You need to configure check printing for Munson's. 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.
Install the Document Routing Agent on the client machines where users will be printing the checks.
Enter the D365 F&O configurations in the Document Routing Agent
Discover and add the check printer from the Document Routing Agent
Discover and add the check printer to the system from D365 F&O
You need to trigger a Flow when a technical service order request is created. Which three objects can you use? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

A. Work items
B. Change-based alerts
C. Business Events
D. External feeds
E. Workflow
Work items, Business Events, Workflow
You need to determine when and where the user regression testing should take place for new Dynamics 365 Finance releases. When and where should the testing take place?

A. the Monday before the second Saturday in the month in the base Test/User Acceptance Testing environment
B. the Monday before the second Saturday in the month in the base sandbox environment
C. the Monday after the second Saturday in the month in the base Test/User Acceptance Testing environment
D. the Monday after the second Saturday in the month in the base sandbox environment
the Monday before the second Saturday in the month in the base Test/User Acceptance Testing environment
You need to design a business process for the account manager's customer list requirements. Which three actions you perform in sequence? To answer, move the appropriate actions to the answer area and arrange them in the correct order.
On the All Customers grid, hide/remove fields via Personalize this form.
On the All Customers grid, apply filters for Advanced filter or sort
Add the form to a workspace as a list
You need to resolve the contact reassignment issue. What should you search by?
A. name in the customer master
B. contact address in the global address book
C. email address in the person search report
D. user ID in the global address book
E. email in the customer and vendor master
name in the customer master
You need to enable interactive email providers for the different groups in the organization. Which email providers should you enable?
Group: Email ProviderID:
customer service
Account Representation
Group: Email ProviderID:
customer service SMTP
Account Representation EML
You need to ensure that the customer service representatives are able to initiate a refund request. Which workflow elements should you configure?

Element to use:
Assignment type:
Notifications:
Element to use: Approval Steps
Assignment type: User
Notifications: Escalate
Case study: Liberty's Delightful Sinful Bakery & Cafe
First case study in March 2021 exam


You need to ensure that Liberty's can use the business processes from Contoso. Ltd. What should you do?

A. Download a clean business process library template and create the Contoso, Ltd s business processes by using Task Recorder.
B. import a business process library Excel file from Contoso. ltd. s business process Liberty.
C. Create a new business process l 3+ibrary and use Task Recorder to document business processes.
D. Use Task Recorder to create Contoso. Lid. business processes for the current implementation.
import a business process library Excel file from Contoso. ltd. s business process Liberty.
You need to identity the risk points that ate present one week poor to go live. Which risk points should you discuss? To answer, select the appropriate options in the answer area.
Action:
Receive Prod environment instance from Microsoft
Risk?

Action:
Migrate release-configuration database to production
Action:
Receive Prod environment instance from Microsoft
Risk:
Passing the FastTrack GoLive checklist

Action:
Migrate release-configuration database to production
Risk:
Properly sizing the application server
You need to configure integration with Excel. How should you complete the configuration? To answer, select the appropriate options in the answer area.

Requirement:
Link the Excel add-into the Dynamics 365 instance

Location?

Requirement:
Centrally store the finished templates

Location?
Requirement:
Link the Excel add-into the Dynamics 365 instance

Location:
LibertyAos.cloudax.dynamics.com

Requirement:
Centrally store the finished templates

Location:
OneDrive for Business
You need to recommend a solution to meet the regional managers workspace reporting requirements. What should you use?
A. Record Grid
B. inquiry form
C. Power Apps
D. Power Bl
Power BI
You need to resolve issues with the default Excel templates. What should you do?

Requirement: Configure a usable Excel template from the sales order form
Option: ?
Requirement: Assign the document template
Option: ?
Requirement: Configure a usable Excel template from the sales order form
Option: Upload a modified document template
Requirement: Assign the document template
Option: Customer Entity for the form
You need to ensure that Liberty's can use the business processes from Contoso, Ltd. What should you do?

A. Import the specific BPM library into the appropriate sub-node as a child.
B. Create a reference to the BPM library into the appropriate sub-node as a sibling.
C. Create a reference to the BPM library into the appropriate sub-node as a child.
D. Import the specific BPM library into the appropriate sub-node as a sibling.
Create a reference to the BPM library into the appropriate sub-node as a child
You need to configure the system to meet the workflow requirements. What should you use?

A. Document Management Notes and Power Automate
B. Power Automate and workflow
C. Vendor Score Cards and Power Automate
D. Case Management and workflows
Vendor Score cards and Power Automate
You need to configure the workflows. What should you do?

Direct Delivery Sales Order is delivered:
Reach out to the customer for feedback:
Direct Delivery Sales Order is delivered: Trigger a Power App embedded with Dynamics 365 to send a survey
Reach out to the customer for feedback: Use Forms Pro connection
You need to determine the root cause for the regional manager's issue. What is the root cause?
A. The sales order was not created.
B. The user does not have the proper permissions.
C. There is a filter on the grid.
D. The user is in the wrong environment.
The user is in the wrong environment
You need to configure the system to meet the data import, export, and operations requirements. Which two options should you implement? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.

A. Document templates
B. Electronic reporting
C. REST APIs
D. Excel Add-in data source
E. Application Integration Framework
Document templates, Excel Add-in data source
You need to identify the platform version that Liberty's live instance uses as well as the update version they must use if they continue to delay updates due to reported issues. Which answers should you give?

Platform version for Liberty's live instance:
Application version that can no longer be delayed:
Platform version for Liberty's live instance: 10.0.5
Application version that can no longer be delayed: 10.0.8
You need to configure regression testing and user notification processes for updates. What should you use? To answer, drag the appropriate tools or apps to the correct scenarios. Each tool or app may be used once, more than once, or not at all.

Generate application blackout notifications:

Regression test all user acceptance tests:
Generate application blackout notifications: Lifecycle Services

Regression test all user acceptance tests: Azure DevOps
Case Study: World Wide Importers
You need to troubleshoot the source of and reason for the errors reported by the sates representatives. Which tool should you use?
Environment history
You need to configure the import methods for the sales representatives. What should you do?

A. Create a Microsoft SharePoint list as a data template for use in a Power App for bulk import.
B. Create an Excel template as the data template for use in the Data Management framework.
C. Create a CSV data template for use in the Data Management framework
D. Create an Excel template as the data template for use with the Excel Add-in.
E. Create a pipe delimited data template for use in the Data Management framework.
Create an excel template as the data template for use in the Data Management framework
you need 10 determine the different entities that sales managers can use to import data rto an initial Excel template. What are two possible ways to achieve this goal?

A. Explore the Dynamics 365 database schema
B. Explore the Data distribution framework jobs.
C. Explore the Excel Workbook Designer records.
D. Explore the data entities in the Data Management Workspace.
Explore the Data distribution framework jobs.
You need to resolve the form personalization issues. What should you do?

A. Clear the sales associate users' browser cache and site settings for the Dynamics 365 instance.
B. Disable and then re-enable the sales associate users.
C. Clear the personalization for each form.
D. Reset all usage data.
E. Redeploy the form.
Clear the personalization for each form
You need to enable the sales managers to consistently import their prospects. Which tool should you configure?

A. Data Management Workspace
B. Power Automate
C. Configuration data packages
D. Power App portals
E. Excel desktop application Dynamics add-in
Data Management Workspace
You need to implement a solution for importing core system data. Which two tools should you use? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.

A. Data Validation checklist workspace
B. Record templates
C. Multiple data templates for each entity
D. Lifecycle Services Work items
E. Data Task Automation
Data validation checklist workspace, Data Task Automation
You need to identify potential issues with the security roles and new processes. Which tools should you use?
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