MB-300 V1

You are preparing to morale data into Dynamics 365 Finance from an older system.

You must assign customer to specific receivables accounts by region. A custom field within the older system exists to assign the customer to a region.

You need to mac the customer data.

What should you do?
A . Add a field in Dynamics 365 Finance to mirror the older system configuration
B. Map the custom field from the older system to the customer group field in Dynamics 365 Finance.
C. Map the custom field from the older system to the customer account number in Dynamics 36S finance.
D. Map the value from the custom field in the older system to the customer segment field in Dynamics 365 Finance

View Answer

Answer: B

Explanation:

A customer group is a way of aggregating customers that are similar in some way. For example, you may use them to distinguish between retail and wholesale customers or between company employees and external customers etc.

Reference: https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/create-a-customer-group

HOTSPOT

A company is deploying Dynamics 365 Finance.

The company must migrate customer data from a third-party system to Dynamics 365 Finance. The third-party system creates a new customer record for every unique address.

Customers that have multiple addresses have the following conditions:

✑ CustomerA owns multiple subsidiaries that operate independently.

✑ CustomerB has multiple fully-owned locations and uses centralized receivables.

✑ CustomerC has multiple operational sites.

You need to migration strategy for the customer data.

How should you migrate the data? You need to identify the features that support the expansion.

Which feature should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

View Answer

Answer:

You need to configure the Canadian company’s Dynamics 365 Finance system to meet the applications and environment requirements.

How should you create the configuration?
A . Rebuild and update
B. Data management copy into legal entity
C. Data management export and import
D. Lifecycle Services (LCS) export and import

View Answer

Answer: C

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. NOTE: Each correct selection is worth one point.
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.

View Answer

Answer: A,D

You need to extend the warranty and SLAs to meet the requirements.

What should you do?
A . Integrate the solution with a Dynamics 365 Data Entity.
B. Configure a Power Automate flow for the solution.
C. Configure the solution for a Power Virtual Agents channel.
D. Integrate the solution into a Power Apps integrated social media platform.

View Answer

Answer: C

Explanation:

Reference: https://docs.microsoft.com/en-us/dynamics365/customer-service/configure-bot-virtual-agent

HOTSPOT

You need to ensure that the customer service representatives are able to initiate a refund request.

Which workflow elements should you configure? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

View Answer

Answer:

You need to implement the testing feature to address the manufacturing business process concerns.

Which feature should you use?
A . Derived
B. Assignment
C. Operators
D. Channel
E. Snapshot

View Answer

Answer: A

Explanation:

With the different bike configurations, Adventure Works Cycles would like to use a single business process but test against 10 different data configurations to streamline errors against data variations in the manufacturing process.

Derived test cases

The Regression suite automation tool (RSAT) lets you use the same task recording with multiple test cases, so that you can run a task with different data configurations. Select a test case in the Regression suite automation tool and then select New > Create Derived Test Case. This creates a child test case in Azure DevOps. The resulting derived test case is linked to its parent test case in Azure DevOps. It has an Excel parameters file attached but no recording file. The derived test case will appear in the Regression suite automation tool grid under the same test suite with the Derived column selected. By default, derived test cases are named after their parent test case with a numeric suffix.

Reference: https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/perf-test/rsat/rsat-derived-test-cases

DRAG DROP

You need to identify potential issues with the security roles and new processes.

Which tools should you use? To answer, drag the appropriate tools to the correct requirements. Each tool may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.

View Answer

Answer:

CORRECT TEXT

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.

View Answer

Answer: ✑ Navigate to General ledger > Ledger setup > Date intervals.

✑ Click New.

✑ In the Date Interval Code field, type a code such as CurrMth PY.

✑ In the Description field, type a description such as Current Month Previous Year.

✑ In the Interval Start section, select Month in the From date period type field.

✑ In the From date start/end, select Start.

✑ In the From date +/- field, type -1 for -1 year (previous year).

✑ In the From date adjustment unit field, select Year.

✑ In the Interval End section, select Month in the From date period type field.

✑ In the From date start/end, select End.

✑ Click Save to save the date interval.

You have the following Dynamics 365 Finance instances:

You must copy the configuration data from CompanyA to CompanyB.

Solution: Use Copy into legal entity.

Does the solution meet the goal?
A . Yes
B. No

View Answer

Answer: B

Explanation:

Reference: https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/copy-configuration