A company is planning a Dynamics 365 Finance implementation. The company gathers requirements.
The company is identifying the gaps in the software against the requirements.
You need to identify the information to include in the gap fit analysis.
Which three components should you include? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
A. priority
B. key stakeholders
C. timeline for implementation
D. level of effort
E. category
Show Answer
Correct Answer: A, D, E
Explanation: In a Dynamics 365 Finance fit-gap analysis, each identified gap should be documented with its category (fit, gap, workaround, customization), its priority to the business, and the estimated level of effort to address it. These elements support decision-making and align with Microsoft’s Success by Design guidance. Key stakeholders and implementation timelines are tracked elsewhere, not as core gap-fit components.
Question 122
A company plans to implement Dynamics 365 Supply Chain Management. The company has third party applications that require integration.
The company uses the Success by Design framework for the implementation. The solution architect is generating a findings document as the output of the integration design workshop.
You need to categorize the types of findings from the integration design workshop.
Which three categorizations should you use? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
A. Risk
B. Assertions
C. Build
D. Issue
E. Gap
Show Answer
Correct Answer: A, B, D
Explanation: In the Success by Design framework, findings from design workshops (including integration design) are categorized as:
• Risks – potential future problems that could impact the implementation if not mitigated.
• Assertions – positive or neutral statements confirming assumptions, decisions, or alignment with best practices.
• Issues – current problems or blockers that require resolution.
"Gap" and "Build" are not standard findings categories in Success by Design workshop outputs.
Question 123
A company implements Dynamics 365 Finance.
The company must view data from Dynamics 365 Finance in an Excel document. The data must refresh every time a user opens the Excel file.
You need to identify the feature the user should use to open the Excel document.
Which feature should you recommend?
A. List Page
B. SQL Server Reporting Services (SSRS) report
C. Mobile workspace
D. Workspace
Show Answer
Correct Answer: A
Explanation: Using a List Page allows users to choose **Open in Excel**, which opens the data through the Dynamics 365 Excel add-in. The add-in connects live to Finance data and automatically refreshes when the Excel file is opened. Workspaces, mobile workspaces, and SSRS reports do not provide this live, auto-refreshing Excel capability.
Question 124
HOTSPOT
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Case study
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This is a case study. Case studies are not timed separately. You can use as much exam time as you would like to complete each case. However, there may be additional case studies and sections on this exam. You must manage your time to ensure that you are able to complete all questions included on this exam in the time provided.
To answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study. Each question is independent of the other questions in this case study.
At the end of this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section.
To start the case study
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To display the first question in this case study, click the Next button. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment, and problem statements. If the case study has an All Information tab, note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer a question, click the Question button to return to the question.
Background
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VanArsdel, Ltd. is a company that uses Microsoft Dynamics AX 2012 R3 in the United States, Canada, Mexico, and Brazil in an on-premises environment. The company implemented the solution by using Sure Step 2012. VanArsdel, Ltd. plans to upgrade to Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Commerce using Proseware, Inc. as the implementation partner.
VanArsdel, Ltd. has implemented 13 other software systems for customer management and sales.
Current Environment
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Methodology
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VanArsdel, Ltd. deploys a proprietary methodology named VanPMP. The company plans to use VanPMP for all software implementations. The company uses a standard project template for all new implementations.
Solution
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Microsoft Power Apps is used by the sales team to enter sales orders. The orders are then integrated with the current Dynamics AX 2012 R3 instance asynchronously once every hour. All sales orders are invoiced through the invoicing batch process at the end of the day. Sales are used for all business-critical scenarios.
The external systems include 12 integrations, such as Microsoft Power Platform, Office 365, Azure, and third-party systems.
One of the automated accounts receivable import integrations, named integration 1, generates revenue in a business-to-business (B2B) scenario that is supported by sales orders. The integration runs every night and is always the first integration to be tested.
All regression testing is completed manually.
Security
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The company uses Dynamics AX 2012 R3 in all the countries/regions in which they operate.
Because VanArsdel, Ltd. operates within the United States, the company must comply with government financial compliance standards. Government compliance requires that VanArsdel, Ltd. manufacturing divisions must not be able to approve purchase orders. Manufacturing managers must not be able to access data in other manufacturing sites. The manufacturing divisions belong to a single legal entity with multiple sites.
Requirements
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Licensing
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The implementation requires the following Dynamics 365 licenses:
• 120 Supply Chain Management licenses
• 60 Finance licenses
• 50 Commerce licenses
Methodology
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The implementation must use the VanArsdel, Ltd. proprietary methodology for the Dynamics 365 implementation. The methodology in the project template must use the Microsoft-recommended approach. Progress must be tracked in a central location for VanArsdel, Ltd,, Microsoft, and Proseware, Inc. to view.
VanArsdel Ltd. requires a sample methodology in Lifecycle Services (LCS).
The project must coordinate project dates in the methodology with any required Microsoft touchpoints to ensure that the project is on track and implemented according to best practices.
Solution
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The sales order entry Power Apps integration must be configured by using out-of-the-box solutions.
Integrations
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The company has the following integration requirements:
• Four integrations must run asynchronously.
• Eight integrations must run synchronously.
• The integrations must be able to run after applying updates to the system.
All items must have their own item pricing. Each item must have an MSRP and a selling price that is determined based on the date and location.
Testing
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The user reporting test case needs to be reviewed by using the same process in the test environment.
The Regression suite automation tool (RSAT) must be used to automate every critical scenario. All other testing must be performed manually.
Integration 1 must be deployed first. All data must be created and tested in the correct sequence to ensure that pricing is applied correctly to the item.
Security
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Dynamics 365 must be rolled out incrementally by country/region. The implementation must go live in the United States first, and then continue to the other countries/regions over the next 12 months.
VanArsdel, Ltd, must assign access to new users based on the site of the users.
VanArsdel, Ltd. requires that Proseware, Inc. perform the following:
• Objective 1. Determine the software licensing costs for the system based on the contracted costs determined during the start of the project.
• Objective 2. Audit the security roles for users in the manufacturing division.
Issues
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Some users report that too many fields are displayed when the users create records in the Dynamics 365 AX 2012 R3 instance. These fields often prevent users from being productive.
Statement of work concerns
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Before the project kickoff, several of the VanArsdel, Ltd. IT team members had concerns after reviewing the statement of work. The primary concerns were raised by the following team members
• An administrator named Admin1 reports a performance impact on multiple large integrations with the Dynamics 365 AX 2012 R3 implementation.
• An administrator named Admin2 reports a concern with environment management with the global rollout.
All concerns must be reviewed and scheduled with all solution architects in workshops.
Testing
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The Dynamics 365 AX 2012 R3 instance experiences frequent issues due to users running reports for an extended period of time on the same Application Object Server (AOS) service. A user named User1 reports a delay retrieving the same report in Dynamics 365.
You need to implement a solution for entering the methodology information for the project.
Which components should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Show Answer
Correct Answer: Lifecycle Services (LCS)
Success by Design
Explanation: Lifecycle Services provides centralized methodology tracking, milestones, and collaboration for Dynamics 365 projects. Success by Design is Microsoft’s recommended implementation methodology and provides sample methodologies, best practices, and aligned project phases.
Question 125
DRAG DROP
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A company is planning a Dynamics 365 finance and operations apps implementation. The implementation is complex and involves the FastTrack team in full capacity.
The company needs to know which workshop activities on the implementation timeline map to the FastTrack implementation phases in which the workshops will occur.
You need to map each workshop activity to the phase in which the workshop occurs.
Which phases will include the workshop activities? To answer, drag the appropriate phases to the correct workshop activities. Each phase 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.
Show Answer
Correct Answer: Start the solution blueprint document.
Initiate
Conduct the go-live readiness assessment.
Prepare
Review the mock cutover test strategy in a workshop.
Prepare
Conduct environment planning.
Initiate
Explanation: In FastTrack for Dynamics 365: the solution blueprint and initial environment strategy are defined during Initiate. Go-live readiness and cutover (including mock cutover testing) are key Prepare phase activities before production go-live.
Question 126
A company is upgrading its existing operational software to an enterprise resource planning (ERP) system and is evaluating Dynamics 365 Finance.
The company is setup with the following:
• One parent company based in the US and three fully owned subsidiaries that use US dollars (USD) for the accounting currency.
• Two partially owned subsidiaries that use Canadian dollars (CAD) for the accounting currency.
• Distribution facilities in both Canada and the US.
• Project managers travel to customer locations.
• Intercompany sales are transacted between the US subsidiaries.
• E-commerce business-to-business (B2B) sales.
• A call center that receives customer orders.
The company has the following requirements:
• Must provide an asset maintenance capability.
• Must provide a purchase requisition approval process.
• Must provide an invoice approval process.
You need to identify which functional component of Dynamics 365 Finance to implement.
Which functional component should you use?
A. Site and warehouse setup
B. Invoice approval workflow
C. Purchase requisition workflow
D. Call center sales
Show Answer
Correct Answer: B
Explanation: The requirement specifically includes an invoice approval process, which is a core Dynamics 365 Finance workflow feature. The other options—site and warehouse setup, purchase requisition workflow, and call center sales—are functional components primarily associated with Dynamics 365 Supply Chain Management rather than Finance. Therefore, the correct functional component to implement in Dynamics 365 Finance is the invoice approval workflow.
Question 127
DRAG DROP
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A company implements Dynamics 365 Supply Chain Management. The company does not implement Dynamics 365 Commerce.
The company implements a third-party web store for wholesalers to place online orders.
The third-party web store only displays real-time inventory to the wholesalers. The company imports sales orders from the web store to Dynamics 365 Supply Chain Management.
Some sales orders are imported extremely slow due to the high volume of transactions that exceed 300,000 lines throughout the day.
You must recommend integration solutions to improve performance.
Which integration tools should you recommend? To answer, drag the appropriate integration tools to the correct requirements. Each integration 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.
Show Answer
Correct Answer: Show real-time inventory:
OData
Import sales orders:
Batch data API
Explanation: OData supports real-time, synchronous queries and is suitable for exposing current inventory levels to an external web store. Batch data API is optimized for high-volume, asynchronous data imports and provides better performance for importing large numbers of sales order lines.
Question 128
A company plans to use Dynamics 365 Finance.
You are preparing the application lifecycle management (ALM) strategy section of the solution blueprint.
You need to identify the project artifacts to include.
Which project artifact should you include in the ALM section?
A. gap requirements
B. data migration strategy
C. continuous update process
D. business process flow diagrams
Show Answer
Correct Answer: C
Explanation: Application Lifecycle Management (ALM) focuses on how the solution is built, updated, deployed, and maintained over time. A continuous update process is a core ALM artifact for Dynamics 365 Finance, covering release cadence, updates, testing, and deployment. The other options belong to requirements, data migration, or solution design sections, not ALM.
Question 129
A company plans to use Dynamics 365 Finance.
The company has a requirement session with the accounts receivable department.
You need to identify which requirement contains all necessary information.
Which requirement should you identify?
A. The Post in batch button should be the first button on the form when posting a payment journal for ease of use by the accounts receivable processing department.
B. Cash should be posted to a ledger.
C. Accounts receivable clerks need to review and submit payments over $100,000 to managers to meet industry compliance requirements.
D. Accounts receivable managers need reporting from the system.
Show Answer
Correct Answer: C
Explanation: A complete requirement should clearly state who is involved, what action is needed, under what conditions, and why. Option C specifies the role (accounts receivable clerks), the action (review and submit payments), the condition (payments over $100,000), and the business reason (industry compliance), making it the only option with all necessary information.
Question 130
HOTSPOT
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Case study
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This is a case study. Case studies are not timed separately. You can use as much exam time as you would like to complete each case. However, there may be additional case studies and sections on this exam. You must manage your time to ensure that you are able to complete all questions included on this exam in the time provided.
To answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study. Each question is independent of the other questions in this case study.
At the end of this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section.
To start the case study
-
To display the first question in this case study, click the Next button. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment, and problem statements. If the case study has an All Information tab, note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer a question, click the Question button to return to the question.
Background
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Blue Yonder Airlines is a private airline company established in 1963 in Boston. The company completes over 2,000 flights a day with flights operating exclusively in North America. Blue Yonder Airlines is in the planning phase for replacing its current enterprise resource planning (ERP) with Dynamics 365 Finance, Supply Chain Management, and Commerce and is making solution architecture decisions prior to engaging the remainder of the implementation team.
Current environment
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Technology
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• Blue Yonder Airlines operates on a custom-built ERP solution.
• Blue Yonder Airlines uses a proprietary reporting and analytics platform that reports on data between multiple systems, including the ERP solution.
• The ERP solution automatically pushes transactional data every five minutes to a separate database that the reporting and analytics platform uses for sales and operations planning (S&OP) activities.
• SQL Server Reporting Services (SSRS) reports are used for several financial reports that are sent to vendors in the existing ERP solution.
• Users utilize a third-party tool that selects alternate layouts of the reports depending on the users' requirements.
• Blue Yonder Airlines currently uses Microsoft 365 and Office 365.
Implementation
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• The implementation of new solutions and features follows an Agile implementation strategy.
• Blue Yonder Airlines has several highly skilled project managers.
• Blue Yonder Airlines has a live Microsoft Dataverse instance that runs several model driven Microsoft Power Apps apps. Several initiatives using Microsoft Power Automate and Power Virtual Agents are in the middle of implementations.
Development
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• There are five different functional groups, called pods, which fully own their development cycles for different functionality in their ERP.
• All code is deployed and managed by using Microsoft Visual Studio projects.
• All development environments are currently hosted by a third-party company. The current costs are very expensive.
• Blue Yonder Airlines plans to use the new ERP implementation to address performance and integration issues.
Licensing
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• Blue Yonder Airlines does not require licensing on its ERP solution because the system is custom.
• Most users have more access within the ERP solution than required.
Requirements
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Technology
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• The previous custom ERP data will be replaced with Dynamics 365 Finance and Operations apps in the current reporting and analytics platform.
• Only native Dynamics 365 capabilities should be used.
• The level of effort required from IT staff must remain the same.
• Standard SSRS reports will be used.
• The current third-party financial reporting tool does not integrate with Dynamics 365.
• Blue Yonder Airlines has a highly experienced in-house team of implementation experts. It will implement Dynamic by using only internal employees. No Microsoft partner will be engaged in the implementation.
Data
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• Historical data will remain in the current system for reporting purposes.
• Some sample data that needs to be migrated to Dynamics 365 includes:
o Data set 1 - Active airplanes - Planes that actively transport customers
o Data set 2 - Queued flights - Completed flights but not yet invoiced will be migrated
o Data set 3 - Flight consumption measurement - Units of measurement of gasoline consumed per flight
o Data set 4 - VIP customers - Customers that average $3,000 USD per flight
Development
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• Each of the pods' development teams must be able to deploy all of its code independently from one another.
• Overlayering of base Microsoft or third-party code must be prevented.
• Each developer must have their own environment.
• Development environment costs should be as low as possible.
• Developers should be able to access their development environments 24 hours a day.
• The development team must create a performance strategy that involves the functional implementation team and the different development teams by using Microsoft recommendations.
User configuration
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• To save on implementation costs. Blue Yonder Airlines will determine which base security roles to assign to which users to conduct their day-to-day operations. Only base security roles will be used without modification.
Issues
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Development
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• The development and functional teams are not taking ownership of the performance benchmark testing. There are no functional designs, benchmark scenarios, or expectations setting created to date.
Security
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• Blue Yonder Airlines does not know how to configure the security of the users to enable access to complete its day-to-day operations.
Licensing
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• A licensing compliance audit has determined that the correct number of employees are added to the system but too many base and attach licenses are being used.
• Some users will likely have to consolidate duties to maintain compliance.
You need to recommend how to assign licenses and address the security issues.
Which actions should you perform for each requirement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Show Answer
Correct Answer: Run usage profiler
Run segregation of duties
Explanation: Usage profiler identifies actual user access patterns to map appropriate base security roles for daily operations. Segregation of duties analysis helps consolidate roles and reduce excessive base/attach licenses while maintaining compliance.
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