M5 - Work with data management in f&o apps Flashcards
In what concepts does the management framework consists of?
- Data entities
- Data project
- Data job
- Job history
- Data package
What is a data entity?
A conceptual abstraction and encapsulation of one or more underlying tables.
What are data entities intended for?
Use them to define import/export packages or for integrations.
What is a data project?
Is automatically created when you select Import or Export from the workspace and should have at least one job.
Contains configurated data entities, which include mapping and default processing that is used for each entity.
What is a data project used for?
Allows users to set up the entities that should be part of the project and defines the format that is used for each entity.
Also, allows to define the mapping that is used from the source file to the staging and to specify the default processing options.
What is a data job?
Performs the actual import or export operation.
Contains an execution instance of the data project, uploaded files, the schedule or recurrence information, and the processing options to use for the job.
What is the job history?
History of the source to staging and staging to target jobs.
Contains the run history for each execution of the data job and the history of the data move.
Where is the job history located?
In the data management workspace.
What does the job history show?
- run job time
- number of records processed
- errors that occurred during processing
What is a data package?
Is a single compressed file that contains a data project manifest and data files.
Where is a data package generated from?
From a data job.
What is a data package used for?
For the importing or exporting of multiple files with the manifest.
What is the manifest of a data package?
Defines the settings of the data project.
What does the downloadable zip file of a data package contain?
The package header and manifest
What is the framework that can quickly help you migrate data?
The data management framework
The data management framework supports using data entities in the following core data management scenarios:
- Data migration – You can migrate reference, master, and document data from legacy or external systems.
- Set up and copy configurations – Use this scenario to copy configurations between companies or environments and set up processes or modules by using the Lifecycle Services environment.
- Integration – Use this scenario when you need real-time, service-based integration or when you need an asynchronous integration. The real-time integration doesn’t have a staging area and is directly processed by the services layer.
What is data migration?
Is an initial or unplanned data load that you can perform manually by using the user interface.
What data strategy is used in the following scenario:
A functional user has some data in a source, such as an Excel workbook that needs to be imported from a legacy system to f&o apps during data migration.
Data migration
What is the primary mechanism for exporting and importing data packages in ALM and demo data scenarios?
Data entities.
Categories of entities:
- Parameters
- Reference
- Master
- Document
- Transactions
Type of entity:
Required to set up a deployment or a module for a specific build or customer.
Parameter
Type of entity:
Simple reference data, of small quantity, that is required to operate a business process.
Reference
Type of entity:
Data assets of the business. Complex reference data, of large quantity.
Master
Type of entity:
Worksheet data that is converted into transactions later.
The operational data of the business.
Document
Type of entity:
The operational transaction data of the business.
Posted transactions.
Transactions
On what artifacts can a configuration key be assigned?
- Data entities
- Tables used as data sources
- Table fields
- Data entity fields
Data management by using data entities can support the following integrations:
- Synchronous service (OData)
- Asynchronous integration
- Business intelligence
You can use the data management framework to copy configurations between companies or environments, and configure processes or modules by using ___________
Lifecycle services
Two types of sequencing should be considered when working with data entities:
- Sequencing data entities within a data package.
- Sequencing the order of data package imports
What is the purpose of the Data management workspace in finance and operations apps?
It provides access to tasks for data management, including import/export projects, project execution details, and filtering by project type.
How is the default sequence of entities determined in a data project?
Based on the order in which entities are added to the project.
What does Execution unit control in data sequencing?
It determines which entities can be imported in parallel and which must be sequenced.
How can you automatically set entity sequences in a data project?
By selecting the Auto Sequence button
What is the recommended data package import sequence format?
- Module
- Data Type (Setup, master, transaction)
- Sequence number
How is field mapping handled in the Data management framework?
It’s done automatically but can be manually overridden via the View map option.
What indicates a required field in the mapping views?
A red asterisk (*).
What is the function of the Auto-generated checkbox in mapping details?
It lets the system generate data for unmapped fields, such as Party number.
How can you regenerate mapping for an extended data entity?
Select Generate source mapping and confirm the regeneration.
What are two views available in Data management projects in f&o apps?
- Standard view
- Enhanced view
What is the primary advantage of the Standard view in Data management?
It provides a streamlined interface and includes the Entity sequence button to define the order of entity processing.
What is the main benefit of the Enhanced view in Data management?
It provides more detailed information and controls, making it suitable for complex projects requiring fine-grained management.
What are staging tables useful for?
To verify, clean up, or convert data before you move it.
What are project categories for?
They can help you manage related jobs?
Where can you define formats when exporting or importing a job?
In the Data sources setup tile.
What is a source data format?
A combination of Type, File format, Row delimiter and Column delimiter.
Where can you restrict a job to one or more security roles?
In the Applicable roles menu
Why is sequencing entities important in a data job?
To address functional dependencies among entities and ensure logical processing order.
Can entities without functional dependencies be processed in parallel?
Yes
What feature is used to clean up staging tables?
The Staging clean up feature in the Data management workspace.
What are the three options for selecting records to delete during staging cleanup?
- Entity: Deletes all records for that entity
- Job ID: Deletes records for all entities in the selected job.
- Data project: Deletes all records across jobs for the selected data project
To see the Load default templates menu, you must use _________
Enhanced view
How do you load default templates in Finance and Operations apps?
Go to the Data management workspace, select the Templates tile, then click Load default templates. Use Enhanced view to see the menu.
Why is Enhanced view recommended in Data management?
It provides more features and flexibility for working with your projects.
What user permissions are required to load or import templates?
System administrator access is required.
What are execution levels 10 to 22 reserved for?
Shared system entities to ensure they’re processed first.
What is execution level 25 used for?
Company-specific general ledger entities.
What is a band in template configuration?
A grouping of entities with a specific execution level that defines their processing order.
Is there a strict relationship between execution levels and modules?
No, the sequence is a guideline. Entities can be rearranged to suit your implementation.
How can you override a default template without changing it?
Create a custom template with mapped fields. Adding it replaces the same entities in the data project.
What are database movement operations used for in Finance and Operations apps?
They support common implementation scenarios like golden configuration promotion, debugging/diagnostics, destructive testing, and training environment refresh.
Where are database movement operations performed?
In Microsoft Dynamics Lifecycle Services (LCS).
What environments can you move databases between using database movement operations?
Tier-2+ environments, and also between production and UAT sandbox environments.
What is DataALM?
Data Application Lifecycle Management—a framework that supports structured data-related operations during the app lifecycle.
What options are available for database operations between Tier-1 and Tier-2+ environments?
Bacpac procedure (SQL Server ↔ Azure SQL)
SQL Server backup/restore (one-box environments)
Can you perform a PITR from production to a sandbox?
Yes, it’s supported through automated database refresh actions in LCS.
How long are automatic backups maintained by Microsoft?
28 days for production, 14 days for sandbox environments.
What is Point-in-Time Restore (PITR)?
It restores a sandbox UAT environment to a previous state using backups.
What databases can be imported into a UAT environment?
A database from a developer environment or a previously exported UAT database.
What happens when exporting a database from a UAT sandbox to the Asset library?
The environment becomes unavailable for servicing operations (e.g., refresh, deployment) during the export, but remains usable from a Dynamics UI perspective.
Is copying production data to a sandbox for production reporting supported?
No, it is not supported.
What is the purpose of a database refresh in LCS?
To copy transactional and financial reporting databases from production or another sandbox to a sandbox UAT environment.
In wat scenarios is okay to use cross-company sharing feature?
- Sharing of simple reference and group data in a single deployment.
- Sharing among companies that have similar configurations.
- Sharing scenarios that have been explicitly evaluated by Microsoft.
In what scenarios is cross-company sharing is not supported?
- Franchising solutions, where thousands of records are shared across thousands of companies.
- Sharing of transactional records for reporting or management purposes, such as consolidations.
- Sharing across deployments.
- Complex scenarios, such as replication of subtype/supertype tables or tables that have date effectivity rules.
- Tables that do not have a unique index.
- Which one of the following data management concepts contains a data project manifest and data files?
Data package
In which one of the following data management frameworks can you perform asynchronous integration by using data entities?
Integration
Which activity is performed using data entities?
Pushing data from staging to target
For the import or export operation, users need to configure the entities that are being imported, define the default processing options, and define the mapping definition. Where are these operations performed?
Data projects
You need to allow access to your Customer records outside of finance and operations apps to be exposed in a Power App. Which of the following must be set up to make that work?
Data entity
