How should you configure the dashboard?

Testlet 4

Case study

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Background

– Contoso Suites is a hotel chain that is in the process of implementing Dynamics 365 Customer Service to manage their events and front desk registrations.

– Guest stay types consist of business, personal, and conference.

– Each guest stay follows the same stages: Reservation, Check-in, Stay, and Check-out.

– The majority of the system configuration is completed, and testing is in progress.

– There are three Dynamics 365 environments: Sandbox, QA, and Production. System settings are the same for the three environments.

– All emails are configured for Production.

– The company partners with a third-party service that provides weather forecasts and flight arrivals information for the places where they have hotels.

Current environment. Security

– Security roles are assigned to teams.

– Users are assigned to teams:

– The Contact entity is set to have basic read privileges only.

– During testing, a user reports a spelling mistake on the Number of Children label. An administrator corrects the spelling in the Sandbox environment and imports the unmanaged solution into the QA environment.

Requirements. Business requirements

– The events coordinator needs a dashboard containing the weather forecast and flight arrivals along with events that they are managing and their work schedule.

– Guests must be entered as contact records in the system. Returning guests must be added directly from an existing contact record.

– The contact record must include a preferences section that has information such as newspaper preferences and slipper size.

– The contact record must show a chart of all previous stay types.

– Preferences must be stored only on the contact record so that the information is always current.

– All the colors in the system must be consistent with the Contoso branding.

– Duplicate contact records must be eliminated, and all guest records combined under one contact.

Requirements. Technical requirements

– The hotel wants to avoid custom development and Inline frames (Iframes) where possible.

– A duplicate detection rule must be created for contacts to show an alert when an email already exists in the system.

– The Number of Guests field must be mandatory only when the Check-in stage is active for the front desk agent.

– Customizations must be made in the Sandbox environment, exported as a managed solution, and imported into the QA environment.

– Information from an external travel agent database is used to see potential reservations. The database consists of Name, Arrival Date, Departure Date, and Cost per Night. The information must be read only.

Issues

– During testing, a user discovered that on the guest record, there are two stay type fields: Stay Type, which is an option set, and Stay, which is a lookup. Stay does not appear in any other area.

– The front desk staff does not receive any alerts when creating contacts even if the contacts have the same email address.

– When a manager assigns a contact to a front desk agent, the front desk agent cannot see the record.

– The front desk staff currently must enter all the guest information, even if the guest has stayed at the hotel previously.

HOTSPOT

You need to provide a dashboard for the events coordinator.

How should you configure the dashboard? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

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