You are a Dynamics 365 Finance system administrator for a United States-based corporation that is expanding to other regions.
You set up a new legal entity for Brazil.
You need to enable localization for Brazil in the new legal entity.
What should you do?
Answer:
E
You are responsible for automation efforts in a Dynamics 365 Finance environment.
You are running into performance issues on a specific Application Object Server (AOS) that is over-used.
You need to alter your batch processing of high-demand items to have affinity to a new AOS server.
Which batch processing component should you change?
Answer:
A
Reference:
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/batch-server-overview
SIMULATION -
You are a functional consultant for Contoso Entertainment System USA (USMF).
A user named Inga is configured to approve purchase orders (POs) by using a workflow.
You need to ensure that a user named Alicia can also approve POs by using a workflow.
To complete this task, sign in to the Dynamics 365 portal.
Answer:
See explanation below.
1. Navigate to the purchase order workflow.
2. Edit the workflow.
3. In the Workflow Editor, right-click on the Approval step and select Properties.
4. Click on Assignment.
5. Select User then select Alicia from the list of users.
6. Save and activate the workflow.
SIMULATION -
You are a functional consultant for Contoso Entertainment System USA (USMF).
You need to create a new number sequence named Fabrikam that will be used to invoice a new customer. The sequence number must support the manual entry of invoice numbers.
To complete this task, sign in to the Dynamics 365 portal.
Answer:
See explanation below.
1. Go to Navigation pane > Modules > Organization administration > Number sequences > Number sequences.
2. Select Number sequence.
3. In the Number sequence code field, type a value.
4. In the Name field, type Fabrikam.
5. In the Segments section, click Add.
6. Select Alphanumeric and enter a value such as #### (for a four-digit number)
7. In the General section, ensure that Manual is set to Yes.
8. Under Number Allocation, enter 1 in the Smallest field.
9. Click Save to save the number sequence.
Reference:
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/organization-administration/tasks/set-up-number-sequences-individual-basis?toc=/ dynamics365/retail/toc.json
SIMULATION -
You are a functional consultant for Contoso Entertainment System USA (USMF).
USMF plans to create reports for executives. The reports will compare the sales from a month this year to the sales from the same month last year.
You need to prepare the date intervals for the planned reports.
To complete this task, sign in to the Dynamics 365 portal.
Answer:
See explanation below.
1. Navigate to General ledger > Ledger setup > Date intervals.
2. Click New.
3. In the Date Interval Code field, type a code such as CurrMth PY.
4. In the Description field, type a description such as Current Month Previous Year.
5. In the Interval Start section, select Month in the From date period type field.
6. In the From date start/end, select Start.
7. In the From date +/- field, type -1 for -1 year (previous year).
8. In the From date adjustment unit field, select Year.
9. In the Interval End section, select Month in the From date period type field.
10.In the From date start/end, select End.
11.Click Save to save the date interval.
Reference:
https://docs.microsoft.com/en-us/learn/modules/create-fiscal-calendars-years-periods-dyn365-finance/7-date-interval
SIMULATION -
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.
Answer:
See explanation below.
1. Navigate to Organization Administration > Organizations > Organization Hierarchies.
2. Select the Centralized Payments organization hierarchy.
3. Click Edit > Insert.
4. Add the Contoso Consulting FR legal entity.
5. Save and Publish the hierarchy.
SIMULATION -
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.
Answer:
See explanation below.
1. Navigate to System Administration > Users > Users.
2. Select Karl's user account.
3. Click User Options.
4. Go to the Preferences tab.
5. In the Company field, select Contoso Consulting FR (FRSI).
6. In the Date, time and number format field, select French.
7. Click Save to save the changes.
SIMULATION -
You are a functional consultant for Contoso Entertainment System USA (USMF).
You need to create a new calendar named Work Week that will be defined as follows:
✑ Open from Monday to Friday from 09:00 to 17:00
✑ Closed all day Saturday and Sunday
To complete this task, sign in to the Dynamics 365 portal.
Answer:
See explanation below.
You need to create a working time template and a working time calendar.
Create the template:
1. Click Organization administration > Common > Calendars > Working time templates. Click New to create a new line.
2. On the Overview tab, in the Working time template field, enter an alphanumeric identifier of up to 10 characters.
3. In the Name field, enter a descriptive name for the template.
4. Select the tab that corresponds to the day of the week that you want to define working hours for, and click Add to create a new line.
5. In the From field, enter the starting time for the day or the period (09:00).
6. In the To field, enter the ending time for the day or the period (17:00)
7. Repeat steps 4 through 6 for each day of the week ensuring that Saturday and Sunday are marked as closed then save the template.
Create the calendar:
1. Click Organization administration > Common > Calendars > Calendars.
2. On the toolbar, click New to create a new line.
3. In the Calendar field, enter a unique identifier of up to ten characters.
4. In the Name field, enter Work Week.
5. Click Working times, and then click Compose working times to create or update working times for the calendar.
6. In the Calendar field, select the name of the calendar (Work Week) to compose working times for.
7. In the From date field, enter the first date to compose working times for. By default, the field contains the current date.
8. In the To date field, enter the last date to compose working times for. By default, the field contains a date that is one year from the current date.
9. In the Working time template field, select the template you created.
10.Click OK.
Reference:
https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/create-working-time-templates https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/create-working-time-calendars
SIMULATION -
You are a functional consultant for Contoso Entertainment System USA (USMF).
You recently configured all the sales taxes of USMF.
You need to validate the sales taxes by creating a sales order. The sales order must contain the following information:
✑ Customer: Contoso Retail Los Angeles
✑ Product: T0001
✑ Quantity: 1
✑ Size: 10
To validate your result, create a proforma invoice for the sales order and save the invoice in Microsoft Excel format to the Downloads\Sales folder.
To complete this task, sign in to the Dynamics 365 portal.
Answer:
See explanation below.
You need to create a sales order then create a proforma invoice for the sales order.
Create the sales order:
1. Go to Navigation pane > Modules > Accounts Receivable > Sales orders > All sales orders.
2. Select New.
3. In the Customer account field, select the drop-down button to open the lookup.
4. In the list, find and select the customer record for Contoso Retail Los Angeles.
5. Select OK.
6. Under the Sales order lines section, select the Sales order line.
7. In the Item number field, select the drop-down button to open the lookup.
8. Select item T0001.
9. If the Size dimension is not displayed, click on Sales order line > Display > Dimensions.
10.Select the Size dimension.
11.Click OK.
12.In the Size field, select the drop-down button to open the lookup.
13.Select Size 10.
14.In the Quantity field, enter 1.
15.Click on the Sell tab.
16.Under Generate, select Confirm sales order.
17.Click OK.
Create the proforma invoice:
1. On the sales order page, click on the Invoice tab.
2. Under Generate, select Pro forma invoice.
3. Set the Print invoice option to Yes.
4. Click OK.
5. Click on Export.
6. Save the invoice in Microsoft Excel format to the Downloads\Sales folder
Reference:
https://docs.microsoft.com/en-us/dynamics365/supply-chain/sales-marketing/tasks/create-sales-orders
SIMULATION -
You are a functional consultant for Contoso Entertainment System USA (USMF).
You need to modify the default print management setup for customer invoices to use the PDF format.
To complete this task, sign in to the Dynamics 365 portal.
Answer:
See explanation below.
1. Go to Navigation pane > Modules > Accounts Receivable Setup > Forms > Form setup
2. On the General tab, click the Print management button.
3. In the documents list, expand Customer invoice and select Original <Default>.
4. In the Destination field, select Printer setup.
5. In the Print destination settings windows, select File.
6. Select PDF for the File type.
7. Click OK to save the changes.
