SIMULATION -
You are a functional consultant for Contoso Entertainment System USA (USMF).
The pallets used by USMF can contain 12 boxes.
You need to create a unit of conversion for the boxes.
To complete this task, sign in to the Dynamics 365 portal.
Answer:
See explanation below.
You need to create a unit of measure for the pallet and another unit of measure for the box (if they don't already exist). Then you create a unit conversion.
Create a unit of measure for pallet and box:
1. Go to Navigation pane > Modules > Product information management > Released product maintenance.
2. Click Units.
3. Click New.
4. In the Unit field, type a value. Enter the ID or symbol to use when referring to the unit of measure.
5. In the Description field, type a value such as Pallet. Enter a descriptive name for the unit of measure in the system language.
6. In the Unit class field, select Quantity
7. In the Decimal precision field, enter a number. Specify the number of decimals that the converted unit of measure must be rounded to when a calculation is completed for the unit of measure.
8. Click Save.
9. Repeat the above steps for Box.
Define unit conversion rules -
1. On the Action Pane, click Unit conversions. Define rules for converting the unit of measure to and from other units of measure in the selected unit class.
2. Click New to open the drop dialog.
3. In the Factor field, enter 12. Conversion factor between the From unit (Pallet) and the To unit (Box).
4. In the To unit field, select Box.
5. In the Rounding field, select To nearest.
6. Click OK.
7. Close the page.
Reference:
https://docs.microsoft.com/en-us/dynamics365/supply-chain/pim/tasks/manage-unit-measure
SIMULATION -
You are a functional consultant for Contoso Entertainment System USA (USMF).
You need to modify which default webpage is displayed when you access the system so that the Employee Self Service Portal is displayed by default.
To complete this task, sign in to the Dynamics 365 portal.
Answer:
See explanation below.
1. Click the Settings icon in the upper right corner, then click Personalization Settings to open the Set Personal Options page.
2. On the General tab, under Select your home page and setting for Get Started paned, configure the Default Pane to be the Employee Self Service
Portal.
SIMULATION -
You are a functional consultant for Contoso Entertainment System USA (USMF).
You need to create an email template for the users in the sales department and marketing department. The template must meet the following requirements:
✑ Be named Statement email
✑ Have a subject of Product information
✑ Include the name of the email recipient in the body of the message
The solution must ensure that the template can be used by the users in the sales and marketing departments as quickly as possible.
To complete this task, sign in to the Dynamics 365 portal.
Answer:
See explanation below.
1. Navigate to Settings > Templates > Email templates.
2. On the Actions toolbar, select New.
3. On the Email Templates form, enter Statement email for the title.
4. Enter Product information in the subject field.
5. To insert data fields to display information such as a customer's name select Insert/Update, and then in the Data Field Values dialog box, select Add.
6. In the Add Data Value dialog box, select User for the Record type and First Name for the Field value, and then select OK.
7. Select OK again to insert the data.
8. Select Insert/Update, and then in the Data Field Values dialog box, select Add.
9. In the Add Data Value dialog box, select User for the Record type and Last Name for the Field value, and then select OK.
10.Select OK again to insert the data.
11.Select Save or Save and Close.
Reference:
https://docs.microsoft.com/en-us/power-platform/admin/create-templates-email
SIMULATION -
You are a functional consultant for Contoso Entertainment System USA (USMF).
You discover that the currency exchange rates in the system are outdated.
You need to ensure that the system uses the latest currency exchange rates from the Central Bank of Europe.
To complete this task, sign in to the Dynamics 365 portal.
Answer:
See explanation below.
You need to import the latest currency exchange rates. You can also configure a schedule to automatically import the latest currency exchange rates.
1. Navigate to General Ledger > Currencies > Import currency exchange rates
2. Select the Default Exchange Rate Type.
3. Select Central Bank of Europe for the Exchange Rate Provider.
4. In the Import as of field, select Today's date.
5. Enable the Override existing exchange rates option.
6. To schedule automatic updates, expand the Run the background section.
7. Enable Batch Processing.
8. Click on the Recurrence link.
9. Configure a schedule for exchange rates import.
10.Click OK to save the changes.
SIMULATION -
You are a functional consultant for Contoso Entertainment System USA (USMF).
You plan to create several workflows. The workflows will contain several activities that you must perform.
You need to configure the User options to receive email notifications for the workflow activities.
To complete this task, sign in to the Dynamics 365 portal.
Answer:
See explanation below.
1. Go to Navigation pane > Modules > System administration > Users > Users.
2. In the list, find and select the desired record.
3. On the Action pane, click User options.
4. Click the Workflow tab. Make sure that the Notifications section is expanded. In the Notifications section, you can specify how you want the user to be notified about workflow-related events.
5. In the Line-item workflow notification type field, select an option.
- Grouped ג€" Notifications for line items are grouped into a single email message.
- Individual ג€" An email message is sent for each line item.
- If you want the user to receive notifications in the client, select the Send notifications in email check box.
6. Click Save.
Reference:
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/organization-administration/tasks/users-receive-workflow-related-email-messages
SIMULATION -
You are a functional consultant for Contoso Entertainment System USA (USMF).
You need to ensure that human resources managers can approve absences for employees.
To complete this task, sign in to the Dynamics 365 portal.
Answer:
See explanation below.
You need to assign the duty 'Approve employee leave requests' to the human resources managers.
1. Navigate to System Administration > Security > Security Configuration
2. On the Roles tab, select the Human Resources Manager role.
3. Click on Duties then click on Add references.
4. In the References section, click on Duties. This will list all the available duties.
5. Select the Approve employee leave requests duty to add it to the role.
SIMULATION -
You are a functional consultant for Contoso Entertainment System USA (USMF).
The legal department plans to publish all legal terms to a website that has a URL of https://www.contoso.com/legalterms.html.
You need to ensure that USMF uses the website for legal terms.
To complete this task, sign in to the Dynamics 365 portal.
Answer:
See explanation below.
1. Navigate to the System parameters page and click Legal and Privacy.
2. In the Legal Terms section, enter the URL: https://www.contoso.com/legalterms.html.
3. Click Save to save the changes.
Reference:
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/legal-terms-privacy-statement
SIMULATION -
You are a functional consultant for Contoso Consulting FR (FRSI). FRSI is based in Paris.
You need to modify the dashboard to start in FRSI and to use the following settings:
✑ Country: France
✑ Time zone: Paris
✑ Language: French
To complete this task, sign in to the Dynamics 365 portal.
Answer:
See explanation below.
1. Click the Gear icon in the top right corner of the page.
2. Select User Options from the drop-down menu.
3. Click the Preferences tab
4. In the Startup section, select FRSI in the Company field.
5. Select France in the Country field.
6. Select French in the Language field.
7. Select Paris in the Time zone field.
8. Click Save to save your changes.
You need to ensure that employees can submit and approve their own Dynamics 365 Finance workflow requests.
What are two possible ways to achieve this goal? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
Answer:
CE
SIMULATION -
You are a functional consultant for Contoso Entertainment System USA (USMF).
You need to assign the Purchasing agent security role to Wayne Samuel Jorden for USMF only.
To complete this task, sign in to the Dynamics 365 portal.
Answer:
See explanation below.
✑ Navigate to System administration > Security > Assign users to roles
✑ Select the Purchasing Agent role.
✑ Click the Manually assign / exclude users button
✑ Select the Wayne Samuel Jorden user account and click the Assign to role button.
✑ Click the Assign organizations button
✑ Select the Grant access to specific organizations option
✑ Select the USMF legal entity and click the Grant button.
Reference:
https://www.dynamics-tips.com/system-administration/security-roles
