MB-200 Flashcards

1
Q

You are a Dynamics 365 for Customer Service system administrator. You are unable to import a translation file. You need to determine if the file being imported is of the right type and format, and that the file conforms to maximum field length requirements. Which parameter should you use? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Requirement and related Parameter:

  1. File Type
    a. .csv
    b. .zip
    c. .xml
    d. .xlsx
  2. File Format
    a. single file formatted with translation and entity field information
    b. same format as the exported file
    c. two files formatted the same as exports but imported in the correct order
    d. same format as the Content_Types file
  3. Maximum field length
    a. 50
    b. 100
    c. 250
    d. 500
A
  1. b
  2. b
  3. d
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2
Q

You are a Dynamics 365 for Customer Service help desk administrator. Cases entered in forms require different types of data to be stored in different types of fields.You need to create forms for each of the following case types:

Which form types should you create? To answer, drag the appropriate form types to the meet the data entry requirements. Each source 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.

Options: Quick Create, Quick View, Card, and Main

NOTE: Each correct selection is worth one point.
Select and Place:

A

Main

Main

Card

Quick Create

Quick View

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3
Q

You are a Dynamics 365 help desk administrator.
You need to create a dashboard that displays information on help desk cases that are handled each week. Which dashboard components should you use? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

A

System

Personal

Personal

Personal

System

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4
Q

You are a Dynamics 365 for Customer Services system administrator. Sales team members access Dynamics 365 by using a tablet device.
Sales team members report several issues when they access Dynamics 365.
You need to resolve the issues.
What should you do? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

  1. Issue: Customizations made on the form do not display on the devices.
    a. Log off then back on.
    b. Clear the cache.
    c. Restart the tablet.
  2. Issue: The wrong form displays when account records are open.
    a. Delete all the forms except the one you want to use.

b. The form is not set as the first form in the entity.
c. Publish all forms.
d. Clear the cache.
3. The devices continuously display error messages indicating that you must restart the app.
a. Reinstall the app.
b. Set privileges for the user.
c. Restart the app.
d. Restart the tablet.

A
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5
Q

You are a Dynamics 365 for Customer Service system administrator. When a customer case is assigned to a new representative, the system must send an email to the customer to alert them about the change.

Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

A
  • Create a New process that includes a Category Workflow and an Entity Case
  • For the Start when condition, select Record is Assigned
  • Add condition and send email steps
  • Set the property to Configure email with desired fields.
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6
Q

An organization plans to deploy Dynamics 365.
You need to ensure that the organization can track the following information:
✑ Prospect to cash process
✑ Customer service cases
✑ Work breakdown structure
✑ Serviceable assets for customers

Which apps should you implement? To answer, drag the appropriate apps to the correct features. Each app 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.
Select and Place:

A
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7
Q

You are a Dynamics 365 for Customer Service administrator for a help desk. Help desk representatives need to send emails to all contacts that are associated with cases. The emails must provide the status for the case, use similar formatting, and include the following information:
✑ Contact name
✑ Case number
✑ Case title
✑ Case status
✑ Representative name

You need to create an email template for the system. Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

A
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8
Q

You are the system administrator for Dynamics 365. You add a custom URL field for the Account entity.
You need to make changes to a custom field.
Which four fields can you change after the initial change? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

A

What can be changed after field is created: 1.Display Name

  1. Field Requirement (Optional/Business Required/Business Recommended)
  2. Searchable Optionset
  3. Field Security Radio Button
  4. Auditing Radio Button
  5. Sortable in Interactive Experience Dashboard
  6. Maximum Length
  7. IME Mode

What CANNOT be changed after the field is created:

  1. Data Type Cannot be changed (Single line of text/Option Set/Whole Number etc.)
  2. Field Type Cannot be changed (Simple/Calculated)
  3. Format Cannot be changed (URL/Text/Email etc.)
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9
Q

You are a Dynamics 365 for Customer Service system administrator. A user creates a duplicate account record with an updated email address.
You need to remove the duplicate record and update the primary record with the new email address.

Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

Options:

Select merge.

From the merge record dialog, select the email field from the duplicate record.

Select both account records.

Select the record which is designated as the master record.

A
  1. Select both account records
  2. Select Merge
  3. Select the record which is designated as the master record
  4. From the merge record dialog, select the email field from the duplicate record.
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10
Q

You are a Dynamics 365 Customer Engagement administrator. Each team will use Microsoft Excel in different ways.

You need to select an Excel option to meet the needs of each team. Which Excel option should be deployed for each team? To answer, select the appropriate configuration in the answer area.

NOTE: Each correct selection is worth one point.

Options: use excel online, export to an excel static worksheet, or export to an excel dynamic worksheet

A

Use excel online.

Export to an excel static worksheet.

Export to an excel dynamic worksheet.

Export to an excel dynamic worksheet.

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11
Q

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.

After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You are developing a Dynamics 365 app for a bank. The app must display information about loan accounts and the customers assigned to those items.You need to model the relationships between objects used by the app.

Solution: Create a diagram that shows the following information: application ribbon, entity fields, entity form, message, option set, site map, and web resources.

Does the solution meet the goal?

A. Yes

B. No

A

B. No

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12
Q

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.

After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You are developing a Dynamics 365 app for a bank. The app must display information about loan accounts and the customers assigned to those items.You need to model the relationships between objects used by the app.

Solution: Create an entity relationship diagram. Model ownership, one-to-one, one-to-many, and many-to-many relationships as well as fields per entity that are required.

Does the solution meet the goal?

A. Yes

B. No

A

A. Yes

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13
Q

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.

After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You are developing a Dynamics 365 app for a blank. The app must display information about loan accounts and the customers assigned to those items.You need to model the relationships between objects used by the app.

Solution: Generate entity diagrams by using the metadata diagram tool.

Does the solution meet the goal?

A. Yes

B. No

A

A. Yes

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14
Q

You need to create a system chart for the Account entity. The chart must display a count of accounts grouped by owner and then display the accounts by Address 1: State/Province for each owner. You begin to configure chart options as shown in the image below.

How should you complete the configuration? To answer, select the appropriate options in the answer area.

  1. Legend entries (series): Select field
    a. Account
    b. Address 1: State/Province
    c. Owner
  2. Legend entries (series): Aggregate
    a. Avg
    b. Count: all
    c. Sum
  3. Horizontal (category) axis labels: select field
    a. Account
    b. Address 1: State/Province
    c. Owner
  4. Horizontal (category) axis labels: select field
    a. Account
    b. Address 1: State/Province
    c. Owner
A

account

count all

owner

address1

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15
Q

?You are a Dynamics 365 for Customer Service system administrator. You enable the Quick Find view to look up First Name, Last Name, Email, and City on the Contact entity. You need to identify where the Quick Find search will be used.

NOTE: Each correct selection is worth one point.

A

Quick search field

Global search field

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16
Q

You are a Dynamics 365 for Customer Service system administrator. You have a data file that contains a list of accounts which must be important into the system.You need to import the accounts by using the Import Data wizard.

Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

A
  1. Set the Delimeter setting
  2. Select the data map
  3. Confirm and address issues with the field mapping
  4. Select the appropiate setting Allow Duplicates property
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17
Q

You are a Dynamics 365 for Customer Service administrator. You install the Gamification solution for Dynamics 365. Users must be granted the minimum privileges required to perform tasks. You need to assign minimal security roles to users.
Which security roles should you use? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

A
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18
Q

You are a Dynamics 365 Customer Engagement system administrator. You have the following security design for a Parent Business Unit:

Use the drop-down menus to select the answer choice that completes each statement based on the information presented in the graphic.

NOTE: Each correct selection is worth one point.

  1. Which security type ensures only Salesperson A can view Contact A?
    a. User
    b. Field
    c. Record ownership
  2. Which hierarchy allows Territory Manager B to see information from Salesperson B?
    a. Parent
    b. Manager
    c. Position
A
  1. User
  2. Position
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19
Q

?You are a Dynamics 365 Customer Engagement administrator. A compliance audit identifies two fields in violation of the corporate information security policy.

You need to control access to high business impact fields to meet information security policies.
What should you use? To answer, drag the appropriate security methods to the correct teams. Each security method may be used once, more than once.

NOTE: Each correct selection is worth one point.

A

Field security profile

Field security profile

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20
Q

You have the following customers: CustomerA, CustomerB. The customers report the following issues:

You need to resolve the issues.
What should you do? To answer, drag the appropriate actions to the correct customers. Each action 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.

Options:

  1. Test and enable mailboxes
  2. Review server sid syn dashboard

NOTE: Each correct selection is worth one point.

A

1- review server sid syn dashboard

2-Test & Enable Mailboxes

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21
Q

You are a Dynamics 365 for Customer Service system administrator. You have a production instance named Organization1 that is integrated with an ERP system.

When a new account is created in the ERP system, an account is created in Organization1 and with the ERP Account field set to Yes. When the field value is set, an account must be created in a separate production instance named Organization2.
You need to use Microsoft Flow to create the account.

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

NOTE: Each correct selection is worth one point.

A
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22
Q

DRAG DROP -
You are a Dynamics 365 for Customer Service system administrator. Sales team members work remotely disconnected from the internet at times.
Sales team members need to store documents in the cloud when they are online and share the documents with others with the appropriate permissions.
You need to configure Microsoft OneDrive for Business within Dynamics 365 to meet the requirements.
Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Select and Place:

A

Ensure Server-based authentication with Microsoft Sharepoint Online is configured within Dynamics 365 online.

Enable OneDrive for Business in D365 within Document Mgmt

Add Security Role with appropriate permissions to each users D365 login.

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23
Q

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You are a Dynamics 365 for Customer Service system administrator. You use the Data Performance tool. There are 14 items in the All Data Performance Logs view. Some log items detail positive operational impact percentages while others detail negative operational percentages.
Users report that the system is less responsive than in the past.
You need to improve system performance.
Solution: Select optimize for log items that have optimizations available and that have a positive operational impact percentage.
Does the solution meet the goal?

A. Yes

B. No

A

B. No

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24
Q

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You are a Dynamics 365 for Customer Service system administrator. You use the Data Performance tool. There are 14 items in the All Data Performance Logs view. Some log items detail positive operational impact percentages while others detail negative operational percentages.
Users report that the system is less responsive than in the past.
You need to improve system performance.
Solution: Select optimize for log items to remove Microsoft SQL Server indexes which may not be used and that slow performance.
Does the solution meet the goal?

A. Yes

B. No

A

B. No

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25
Q

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
On a Contact record, a user creates a note that contains the word running.
One week later, the user reports that they cannot find the Contact record associated with the note.
You need to find the note.
Solution: Use Categorized Search to search for the word run.
Does the solution meet the goal?

A. Yes

B. No

A

B. No

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26
Q

DRAG DROP -
You are a Dynamics 365 for Customer Service system administrator. You create a workflow that requires customizations to automate lead follow-up activities.
You need to migrate the production customizations to this new Dynamics 365 production instance. You must not migrate any data to the production instance.
Which five actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

Select and Place:

  1. Select minimal copy.
  2. In the copy instance page, select copy.
  3. In D365 admin center, select instance tab.
  4. Select target instance.
  5. Select the production instance and click copy.
A
  • In D365 admin center, select instance tab.
  • Select the production instance and click copy.
  • Select target instance.
  • Select minimal copy.
  • In the copy instance page, select copy.
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27
Q

DRAG DROP -
You are a Dynamics 365 system administrator.
You create a custom entity named Stores in a development Sandbox instance. You populate the custom entity with 185 store locations.
You need to migrate the custom entity and data to a Production instance.
What should you do? To answer, drag the appropriate actions to the correct tasks. Each action 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.
Select and Place:

A

the entity => export solution

the data => export excel

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28
Q

?DRAG DROP -
You manage Dynamics 365 instances as shown in the exhibit below.

You configure EMEA as a new Production instance. The EMEA instance must use the same configuration as the North America instance. The EMEA instance must not include any data from North America.
You need to configure the EMEA instance by using the Dynamics 365 administration center.
Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Select and Place:

  1. Set to a production type
  2. Do a minimal copy
  3. Set to a sandbox type
A
  • set to a sandbox type
  • do a minimal copy
  • set to a production type
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29
Q

DRAG DROP -
You manage a Dynamics 365 environment. You create a global option set for a custom solution.
You observe the following issues with the global option set:
✑ The default prefix is incorrect.
✑ The option set value is too long.
You need to change the option set value and ensure the correct prefix is used.
Which actions should you perform? To answer, drag the appropriate actions to the correct options. Each action 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.
Select and Place:

Reveal Solution

ANSWER CHOICES

  • Modify the publisher of the custom solution
  • Modify the global option set of the custom
  • Modify the publisher of the default solution
  • Modify the global option set of the default)
A

Modify the published in the custom solution

Modify the global option set in the custom

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30
Q

DRAG DROP -
You provide add-on components for Dynamics 365. The deployment requirements for many add-ons are different.
You need to ensure that you meet the deployment requirements for add-ons.
Which solution types should you use? To answer, drag the appropriate solution types to the correct requirements. Each solution type 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.
Select and Place:

  1. Clean removal of unwanted solutions
    a. Managed
    b. Unmanaged
  2. Stop others from editing intellectual property
    a. Managed
    b. Unmanaged
  3. Edit the solution directly
    a. Managed
    b. Unmanaged
A

Clean removal of unwanted solutions - Managed

Stop others from editing intellectual property - Managed

Edit the solution directly - Unmanaged

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31
Q

You manage a Dynamics 365 environment for a company.
You must prevent users from launching and using Microsoft Flow.
You need to hide the Flows button on the user interface.

Which configuration setting should you change?

A. the Customizations section of System Settings

B. the SiteMap

C. the Buttons tab of Flow

D. the Entity component of the default solution

A

A. the Customizations section of System Settings

32
Q

You are a Dynamics for Sales administrator for a car dealership. The dealership uses only out-of-the-box functionality. When a new car is sold, the salesperson uses a Word template to generate a letter from the quote to thank the customer.
You need to determine if you can revise the template.

Which Word template change can you make?

A. Format the table to have alternating color rows.

B. Format the Created On field to a long date format.

C. Add the Discount field conditionally.

D. Add the address of the customer.

A

D. Add the address of the customer

33
Q

You are a Dynamics 365 for Customer Service system administrator.
You must create a new entity to support a new feature. Entity data will be transactional and will be associated with business units.
You need to configure entity ownership.

Which entity ownership type should you use?

A. organization-owned

B. user or team owned

C. business-owned

D. none

A

B. user or team owned

34
Q

You manage a Dynamics 365 for Customer Service environment.
Some users report the installation for Dynamics 365 for Outlook fails.
You need to determine which devices comply with the software requirements to install and use Dynamics 365 for Outlook.
Which two configurations represent the required client software requirements to run Dynamics 365 for Outlook? Each correct answer presents a complete solution.
NOTE: Each correct solution is worth one point.

A. Windows 8 and Internet Explorer 10

B. Windows 8.1 with Internet Explorer 10

C. Windows 8 and Internet Explorer 9

D. Windows 7 and Internet Explorer 11

A

A. and B.

35
Q

You are a Dynamics 365 for Customer Service system administrator. You integrate Microsoft OneDrive for Business with Dynamics 365.
Some users report that they cannot access OneDrive for Business from within Dynamics 365.
You need to troubleshoot the access issue.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.

A. Review Microsoft Office 365 Groups configuration.

B. Instruct users to confirm that they can access OneDrive for Business by using a web browser.

C. Review Microsoft account access configuration.

D. Confirm OneDrive for Business privilege settings.

A

B. and D.

36
Q

You are a Dynamics 365 administrator for a bookstore.
The sales team wants to add information about previous purchases to emails, when they correspond with customers.
You need to provide the sales team the ability to search relevant information from Dynamics when they email a customer from Outlook.
What needs to be installed in Outlook?

A. Dynamics 365 App for Outlook

B. Dynamics 365 AI for Market Insights

C. iframe for Dynamics 365

D. Dynamics 365 AI for Sales

A

A.

37
Q

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You are a Dynamics 365 for Sales administrator for a software company. The sales team need to attach a large number of supporting documents to customer records, but management does not want to incur the cost of additional storage.
The company does not have any Office 365 application integrations enabled.
You need to recommend a storage solution that keeps storage costs low.
Solution: Enable OneNote integration.
Does the solution meet the goal?

A. Yes

B. No

A

B.

38
Q

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You are a Dynamics 365 for Sales administrator for a software company. The sales team need to attach a large number of supporting documents to customer records, but management does not want to incur the cost of additional storage.
The company does not have any Office 365 application integrations enabled.
You need to recommend a storage solution that keeps storage costs low.
Solution: Enable server-based SharePoint integration.
Does the solution meet the goal?

A. Yes

B. No

A

A.

39
Q

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You are a Dynamics 365 for Sales administrator for a software company. The sales team need to attach a large number of supporting documents to customer records, but management does not want to incur the cost of additional storage.
The company does not have any Office 365 application integrations enabled.
You need to recommend a storage solution that keeps storage costs low.
Solution: Enable OneDrive for Business.
Does the solution meet the goal?

A. Yes

B. No

A

B.

40
Q

You are a Dynamics 365 for Customer Service developer.
You need to configure a new solution.
What should you configure for the new solution?

A. Installed date

B. Version

C. Security

D. Option value prefix

A

B.

41
Q

You are a Dynamics 365 Customer Service system administrator.
You need to reduce the database size and reduce the rate at which the size of the audit log increases.
What should you do?

A. Back up the production instance and restore to a Sandbox instance. Delete the audit log.

B. Turn auditing features off for entities or fields that are not needed.

C. Delete the current audit log.

D. Replicate the database to Microsoft Azure SQL.

A

B.

42
Q

Introductory InfoCase Study -
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 question on 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 on 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 -
Lamna Healthcare is a local medical clinic comprised of doctors, nurses, and office staff. The company is implementing Dynamics 365 for Sales.

Current environment -

Environments -
The company has the following environments: Sandbox, QA, and Production.
All environments use one custom app in the Unified Interface.
There is one solution in the Sandbox environment containing modifications to the Patient and Invoice forms.
A security group has been created for each environment.
You configure the system as follows:
Duplicate detection is not set for the Patient entity.
The currency field for Service Fee is set to two decimal places.
Mailboxes are set to synchronize with Microsoft Exchange in the Production instance.

Testing and customization -
All changes are first created in the Sandbox environment and then imported into the QA environment for testing.
Testers only have access to the QA environment where testing occurs.
Doctors and nurses enter patient, billing, diagnostic, and other information directly.

Security roles -
There are two custom security roles; one for doctors and nurses, and another for the support staff.

Data import -
You import records for all current patients and past patients for the last five years.
A static worksheet of the patient records was exported after data import for validation. All records have been updated since that time.

Requirements -

Functional -
Ensure changes can be quickly made to customizations in the Production environment.
Provide all staff members access to a list of patients with the flue.
Provide doctors the ability to add medications related to a patient without navigating away from the patient’s record. Medications must be stored against a custom entity named Medication.
Provide doctors, nurses, and office staff default navigation schemes based on their roles.

User interface -
Populate the custom field Follow-up Date with a date seven days from the visit date if a custom Follow-up checkbox is selected. Display the Visit Date field on the Visit form. Do not display the Follow-up Date field.
Display values in the Service Fee field as whole dollars.
The Status field on the Patient form contains historical data that must be retained.

Issues -
You observe the following issues:
For some imported patient records, the doctor’s name in the Current Doctor field is not spelled correctly.
A nurse uses the search on the All Patients view and cannot find a patient who left the clinic last year.
During testing, a nurse discovers a redundant field on the patient record.
An office staff member tests emails, but the email is not sent.
The modification to the Patient form needs to be tested immediately, but the Invoice form modification needs to be tested the following week.
A new user account for a doctor has been created in Office 365. The user account for the doctor must be available only in the QA environment.
A change in process has caused a Status field to be unnecessary to display on the Patient form.
QuestionYou need to update the Service Fee field to meet requirements.
What should you modify?

A. data type

B. field type

C. precision

D. minimum and maximum values

A

C.

43
Q

Introductory InfoCase Study -
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 question on 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 on 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 -
Lamna Healthcare is a local medical clinic comprised of doctors, nurses, and office staff. The company is implementing Dynamics 365 for Sales.

Current environment -

Environments -
The company has the following environments: Sandbox, QA, and Production.
All environments use one custom app in the Unified Interface.
There is one solution in the Sandbox environment containing modifications to the Patient and Invoice forms.
A security group has been created for each environment.
You configure the system as follows:
Duplicate detection is not set for the Patient entity.
The currency field for Service Fee is set to two decimal places.
Mailboxes are set to synchronize with Microsoft Exchange in the Production instance.

Testing and customization -
All changes are first created in the Sandbox environment and then imported into the QA environment for testing.
Testers only have access to the QA environment where testing occurs.
Doctors and nurses enter patient, billing, diagnostic, and other information directly.

Security roles -
There are two custom security roles; one for doctors and nurses, and another for the support staff.

Data import -
You import records for all current patients and past patients for the last five years.
A static worksheet of the patient records was exported after data import for validation. All records have been updated since that time.

Requirements -

Functional -
Ensure changes can be quickly made to customizations in the Production environment.
Provide all staff members access to a list of patients with the flue.
Provide doctors the ability to add medications related to a patient without navigating away from the patient’s record. Medications must be stored against a custom entity named Medication.
Provide doctors, nurses, and office staff default navigation schemes based on their roles.

User interface -
Populate the custom field Follow-up Date with a date seven days from the visit date if a custom Follow-up checkbox is selected. Display the Visit Date field on the Visit form. Do not display the Follow-up Date field.
Display values in the Service Fee field as whole dollars.
The Status field on the Patient form contains historical data that must be retained.

Issues -
You observe the following issues:
For some imported patient records, the doctor’s name in the Current Doctor field is not spelled correctly.
A nurse uses the search on the All Patients view and cannot find a patient who left the clinic last year.
During testing, a nurse discovers a redundant field on the patient record.
An office staff member tests emails, but the email is not sent.
The modification to the Patient form needs to be tested immediately, but the Invoice form modification needs to be tested the following week.
A new user account for a doctor has been created in Office 365. The user account for the doctor must be available only in the QA environment.
A change in process has caused a Status field to be unnecessary to display on the Patient form.
QuestionYou need to resolve the redundant field issue.
What should you do?

A. Delete the field from the solution in the Sandbox environment.

B. Remove the field from the solution in the Sandbox environment.

C. Remove the field from the solution in the QA environment.

D. Delete the field from the solution in the QA environment.

A

B.

44
Q

Introductory InfoCase Study -
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 question on 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 on 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 -
Lamna Healthcare Company owns and operates childcare centers nationwide. The company serves children ranging in age from four to ten. Childcare centers are open 7:00 am to 6:00 pm Monday through Friday.
The company has a Dynamics 365 system administrator who works from 9:00 am to 5:00 pm Monday through Friday. The administrator creates user records for potential hires during final interview processes.
Lamna separates children into groups based on age. Group A is for ages 4-6, Group B is for ages 7-8, and Group C is for ages 9-10. Each group is monitored by a team of 2-3 childcare workers.
Most correspondence between workers and parents is done by using email.
The company runs employee meetings each month to present updates and discuss issues. The administrator creates appointments in Dynamics 365 for each employee meeting.

Current processes -

Dynamics 365 -
Lamna has been using Dynamics 365 and Microsoft Office 365 for three years. Access to Dynamics 365 is limited to childcare workers. Support staff only have access to Office 365 applications.
There is a high turnover rate among childcare workers, so there is often a rush to hire replacements. Childcare workers are often hired on weekends and start work the following Monday.
The administrator maintains a list of apps that are approved for use and makes the list available to all Dynamics 365 users.

Child registration -
When a parent registers a child, workers collect information such as known allergies, emergency contact information, list of medications, and scans of signed consent forms for the child. Additional information is collected through the year including field trip consent forms and an annual feedback.

Intake -
Every day an employee records each child’s arrival time, departure time, and the name of the person who picked up the child in an attendance log. Each record includes a field to enter emergency contact information for the child. This field often remains blank since the childcare worker is too busy to populate this information.
Attendance records are created from a child record. The supervisor reviews an attendance log at the end of day for each team of workers.

Reports -
Reports are created from Microsoft Word templates for the healthcare workers and documents are stored in Microsoft SharePoint.
You create a Child Attendance report and complete testing of the report in a sandbox environment. The report is ready for deployment to the production environment.

Requirements -

Attendance -
The child attendance log must be accessible by all staff members. A Child Attendance report is also required, as this information is often accessed at the parent’s request. All fields for collecting additional information must be hidden by default.
In order to make the process of recording attendance information more efficient, workers must create an attendance record for each child and add the child to the record.
If a child is not picked up by 6:00pm, a text message must be sent to the parents notifying them of additional charges for late pickup. Microsoft Flow is used to deliver text messages to parents about additional charges for late pickup.

Medication -
Complex information such as medications must be contained in a sub-grid on the child’s record.
When children change age groups, all of their records must be available to the new team of childcare workers. A child’s medication record must no longer be viewable by the previous group of childcare workers.

System customization -
All customization and testing are performed in the sandbox environment and then moved to production. To simplify management of Dynamics 365, Lamna
Healthcare keeps all components in the default solution but maintains a unique prefix. Dynamics is a non-code environment.
Option sets must be used whenever possible. For example, the allergies field displays a list of common allergies. You must include an option named Other in each option set to allow users to enter a value that is not available in the option set. When Other is selected, the form must display a text field that requires entry.

Problem statements -
Parents of a child named Elizabeth recently changed her surname. The parent hands in a field trip consent form that includes the new surname. The support worker cannot find the child in the system.
Users report having to sign back into the system very frequently, often multiple times during the course of a period of usage.
When children move to new age groups, medication records for the child are not visible to the new group’s childcare workers.QuestionYou need to make the Child Attendance report available.
What should you do?

A. Transfer the Child Attendance report by using a third-party tool.

B. Open the Child Attendance report from the sandbox and change the data source to production.

C. Add attendance log to the related record types.

D. Add the report to a solution and export the solution. Next, import the exported solution into production.

A

A.

45
Q

You manage a Dynamics 365 environment for a company.
You must prevent users from launching and using Microsoft Flow.
You need to hide the Flows button on the user interface.

Which configuration setting should you change?

A. the Customizations section of System Settings

B. the SiteMap

C. the Buttons tab of Flow

D. the Entity component of the default solution

A

A.

46
Q

You are a Dynamics for Sales administrator for a car dealership. The dealership uses only out-of-the-box functionality. When a new car is sold, the salesperson uses a Word template to generate a letter from the quote to thank the customer.
You need to determine if you can revise the template.
Which Word template change can you make?

A. Format the table to have alternating color rows.

B. Format the Created On field to a long date format.

C. Add the Discount field conditionally.

D. Add the address of the customer.

A

D.

47
Q

You are a Dynamics 365 for Customer Service system administrator. You integrate Microsoft OneDrive for Business with Dynamics 365.
Some users report that they cannot access OneDrive for Business from within Dynamics 365.
You need to troubleshoot the access issue.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.

A. Review Microsoft Office 365 Groups configuration.

B. Instruct users to confirm that they can access OneDrive for Business by using a web browser.

C. Review Microsoft account access configuration.

D. Confirm OneDrive for Business privilege settings.

A

B. and D.

48
Q

You are a Dynamics 365 administrator for a bookstore.
The sales team wants to add information about previous purchases to emails, when they correspond with customers.
You need to provide the sales team the ability to search relevant information from Dynamics when they email a customer from Outlook.
What needs to be installed in Outlook?

A. Dynamics 365 App for Outlook

B. Dynamics 365 AI for Market Insights

C. iframe for Dynamics 365

D. Dynamics 365 AI for Sales

A

A.

49
Q

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You are a Dynamics 365 for Sales administrator for a software company. The sales team need to attach a large number of supporting documents to customer records, but management does not want to incur the cost of additional storage.
The company does not have any Office 365 application integrations enabled.
You need to recommend a storage solution that keeps storage costs low.
Solution: Enable OneNote integration.

Does the solution meet the goal?

A. Yes

B. No

A

B.

50
Q

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You are a Dynamics 365 for Sales administrator for a software company. The sales team need to attach a large number of supporting documents to customer records, but management does not want to incur the cost of additional storage.
The company does not have any Office 365 application integrations enabled.
You need to recommend a storage solution that keeps storage costs low.
Solution: Enable server-based SharePoint integration.
Does the solution meet the goal?

A. Yes

B. No

A

A.

51
Q

You are a Dynamics 365 for Customer Service developer.
You need to configure a new solution.
What should you configure for the new solution?

A. Installed date

B. Version

C. Security

D. Option value prefix

A

B.

52
Q

You are a Dynamics 365 Customer Service system administrator.
You need to reduce the database size and reduce the rate at which the size of the audit log increases.
What should you do?

A. Back up the production instance and restore to a Sandbox instance. Delete the audit log.

B. Turn auditing features off for entities or fields that are not needed.

C. Delete the current audit log.

D. Replicate the database to Microsoft Azure SQL.

A

B.

53
Q

Introductory InfoCase Study -
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 question on 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 on 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 -
Lamna Healthcare is a local medical clinic comprised of doctors, nurses, and office staff. The company is implementing Dynamics 365 for Sales.

Current environment -

Environments -
The company has the following environments: Sandbox, QA, and Production.
All environments use one custom app in the Unified Interface.
There is one solution in the Sandbox environment containing modifications to the Patient and Invoice forms.
A security group has been created for each environment.
You configure the system as follows:
Duplicate detection is not set for the Patient entity.
The currency field for Service Fee is set to two decimal places.
Mailboxes are set to synchronize with Microsoft Exchange in the Production instance.

Testing and customization -
All changes are first created in the Sandbox environment and then imported into the QA environment for testing.
Testers only have access to the QA environment where testing occurs.
Doctors and nurses enter patient, billing, diagnostic, and other information directly.

Security roles -
There are two custom security roles; one for doctors and nurses, and another for the support staff.

Data import -
You import records for all current patients and past patients for the last five years.
A static worksheet of the patient records was exported after data import for validation. All records have been updated since that time.

Requirements -

Functional -
Ensure changes can be quickly made to customizations in the Production environment.
Provide all staff members access to a list of patients with the flue.
Provide doctors the ability to add medications related to a patient without navigating away from the patient’s record. Medications must be stored against a custom entity named Medication.
Provide doctors, nurses, and office staff default navigation schemes based on their roles.

User interface -
Populate the custom field Follow-up Date with a date seven days from the visit date if a custom Follow-up checkbox is selected. Display the Visit Date field on the Visit form. Do not display the Follow-up Date field.
Display values in the Service Fee field as whole dollars.
The Status field on the Patient form contains historical data that must be retained.

Issues -
You observe the following issues:
For some imported patient records, the doctor’s name in the Current Doctor field is not spelled correctly.
A nurse uses the search on the All Patients view and cannot find a patient who left the clinic last year.
During testing, a nurse discovers a redundant field on the patient record.
An office staff member tests emails, but the email is not sent.
The modification to the Patient form needs to be tested immediately, but the Invoice form modification needs to be tested the following week.
A new user account for a doctor has been created in Office 365. The user account for the doctor must be available only in the QA environment.
A change in process has caused a Status field to be unnecessary to display on the Patient form.
QuestionYou need to update the Service Fee field to meet requirements.
What should you modify?

A. data type

B. field type

C. precision

D. minimum and maximum values

A

C.

54
Q

Introductory InfoCase Study -
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 question on 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 on 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 -
Lamna Healthcare is a local medical clinic comprised of doctors, nurses, and office staff. The company is implementing Dynamics 365 for Sales.

Current environment -

Environments -
The company has the following environments: Sandbox, QA, and Production.
All environments use one custom app in the Unified Interface.
There is one solution in the Sandbox environment containing modifications to the Patient and Invoice forms.
A security group has been created for each environment.
You configure the system as follows:
Duplicate detection is not set for the Patient entity.
The currency field for Service Fee is set to two decimal places.
Mailboxes are set to synchronize with Microsoft Exchange in the Production instance.

Testing and customization -
All changes are first created in the Sandbox environment and then imported into the QA environment for testing.
Testers only have access to the QA environment where testing occurs.
Doctors and nurses enter patient, billing, diagnostic, and other information directly.

Security roles -
There are two custom security roles; one for doctors and nurses, and another for the support staff.

Data import -
You import records for all current patients and past patients for the last five years.
A static worksheet of the patient records was exported after data import for validation. All records have been updated since that time.

Requirements -

Functional -
Ensure changes can be quickly made to customizations in the Production environment.
Provide all staff members access to a list of patients with the flue.
Provide doctors the ability to add medications related to a patient without navigating away from the patient’s record. Medications must be stored against a custom entity named Medication.
Provide doctors, nurses, and office staff default navigation schemes based on their roles.

User interface -
Populate the custom field Follow-up Date with a date seven days from the visit date if a custom Follow-up checkbox is selected. Display the Visit Date field on the Visit form. Do not display the Follow-up Date field.
Display values in the Service Fee field as whole dollars.
The Status field on the Patient form contains historical data that must be retained.

Issues -
You observe the following issues:
For some imported patient records, the doctor’s name in the Current Doctor field is not spelled correctly.
A nurse uses the search on the All Patients view and cannot find a patient who left the clinic last year.
During testing, a nurse discovers a redundant field on the patient record.
An office staff member tests emails, but the email is not sent.
The modification to the Patient form needs to be tested immediately, but the Invoice form modification needs to be tested the following week.
A new user account for a doctor has been created in Office 365. The user account for the doctor must be available only in the QA environment.
A change in process has caused a Status field to be unnecessary to display on the Patient form.
QuestionYou need to resolve the redundant field issue.
What should you do?

A. Delete the field from the solution in the Sandbox environment.

B. Remove the field from the solution in the Sandbox environment.

C. Remove the field from the solution in the QA environment.

D. Delete the field from the solution in the QA environment.

A

B.

55
Q

Introductory InfoCase Study -
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 question on 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 on 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 -
Lamna Healthcare Company owns and operates childcare centers nationwide. The company serves children ranging in age from four to ten. Childcare centers are open 7:00 am to 6:00 pm Monday through Friday.
The company has a Dynamics 365 system administrator who works from 9:00 am to 5:00 pm Monday through Friday. The administrator creates user records for potential hires during final interview processes.
Lamna separates children into groups based on age. Group A is for ages 4-6, Group B is for ages 7-8, and Group C is for ages 9-10. Each group is monitored by a team of 2-3 childcare workers.
Most correspondence between workers and parents is done by using email.
The company runs employee meetings each month to present updates and discuss issues. The administrator creates appointments in Dynamics 365 for each employee meeting.

Current processes -

Dynamics 365 -

Lamna has been using Dynamics 365 and Microsoft Office 365 for three years. Access to Dynamics 365 is limited to childcare workers. Support staff only have access to Office 365 applications.
There is a high turnover rate among childcare workers, so there is often a rush to hire replacements. Childcare workers are often hired on weekends and start work the following Monday.
The administrator maintains a list of apps that are approved for use and makes the list available to all Dynamics 365 users.

Child registration -
When a parent registers a child, workers collect information such as known allergies, emergency contact information, list of medications, and scans of signed consent forms for the child. Additional information is collected through the year including field trip consent forms and an annual feedback.

Intake -
Every day an employee records each child’s arrival time, departure time, and the name of the person who picked up the child in an attendance log. Each record includes a field to enter emergency contact information for the child. This field often remains blank since the childcare worker is too busy to populate this information.
Attendance records are created from a child record. The supervisor reviews an attendance log at the end of day for each team of workers.

Reports -
Reports are created from Microsoft Word templates for the healthcare workers and documents are stored in Microsoft SharePoint.
You create a Child Attendance report and complete testing of the report in a sandbox environment. The report is ready for deployment to the production environment.

Requirements -

Attendance -
The child attendance log must be accessible by all staff members. A Child Attendance report is also required, as this information is often accessed at the parent’s request. All fields for collecting additional information must be hidden by default.
In order to make the process of recording attendance information more efficient, workers must create an attendance record for each child and add the child to the record.
If a child is not picked up by 6:00pm, a text message must be sent to the parents notifying them of additional charges for late pickup. Microsoft Flow is used to deliver text messages to parents about additional charges for late pickup.

Medication -
Complex information such as medications must be contained in a sub-grid on the child’s record.
When children change age groups, all of their records must be available to the new team of childcare workers. A child’s medication record must no longer be viewable by the previous group of childcare workers.

System customization -
All customization and testing are performed in the sandbox environment and then moved to production. To simplify management of Dynamics 365, Lamna
Healthcare keeps all components in the default solution but maintains a unique prefix. Dynamics is a non-code environment.
Option sets must be used whenever possible. For example, the allergies field displays a list of common allergies. You must include an option named Other in each option set to allow users to enter a value that is not available in the option set. When Other is selected, the form must display a text field that requires entry.

Problem statements -
Parents of a child named Elizabeth recently changed her surname. The parent hands in a field trip consent form that includes the new surname. The support worker cannot find the child in the system.
Users report having to sign back into the system very frequently, often multiple times during the course of a period of usage.
When children move to new age groups, medication records for the child are not visible to the new group’s childcare workers.QuestionYou need to make the Child Attendance report available.
What should you do?

A. Transfer the Child Attendance report by using a third-party tool.

B. Open the Child Attendance report from the sandbox and change the data source to production.

C. Add attendance log to the related record types.

D. Add the report to a solution and export the solution. Next, import the exported solution into production.

A

D.

56
Q

You are a Dynamics 365 for Customer Service system administrator. You are configuring an app by using the unified interface.
You need to ensure that users follow a set procedure at the conclusion of meetings to capture required information.
Which method should you use?

A. task flows

B. Microsoft Outlook Reminder

C. goal

D. Microsoft Flow

A

A.

57
Q

You are a Dynamics 365 Customer Service administrator.
Clients report that documentation they receive from the organization often uses different logos and fonts.
You need to standardize branding for all internal Microsoft Word documents.
Which two templates can you use? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

A. email

B. article

C. global

D. page

E. mail merge

A

A and D

58
Q

You are a Dynamics 365 for Customer Service system administrator.
Your organization does not permit the use of custom code for solutions.
You need to create a view that can be viewed by all users in an organization.
Where should you create the view?

A. Entities component of a solution

B. Microsoft Excel template

C. Microsoft Visual Studio

D. Advanced Find

A

A.

59
Q

You are a Dynamics 365 for Customer Service developer. You use Power Automate to create a flow for custom entity.
The flow does not run when events occur in Dynamics 365 for the custom entity. Flows do run for other entities.
You need to ensure that the flow is triggered for the custom entity.
What should you enable?

A. Run flows in the security role.

B. Plug-in and custom workflow activity tracing in system settings.

C. Change tracking on the entity.

D. Power Automate in system settings.

Reveal Solution

A

C.

60
Q

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You use Forms Pro to create a customer satisfaction survey.
You need to distribute the survey.
Solution: Provide a QR code that links to the survey.
Does the solution meet the goal?

A. Yes

B. No

Reveal Solution

A

A.

61
Q

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You use Forms Pro to create a customer satisfaction survey.
You need to distribute the survey.
Solution: Use social media.
Does the solution meet the goal?

A. Yes

B. No

A

A.

62
Q

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You use Forms Pro to create a customer satisfaction survey.
You need to distribute the survey.
Solution: Send a text message that includes the survey link.
Does the solution meet the goal?

A. Yes

B. No

A

A.

63
Q

You are a Dynamics 365 Customer Service administrator.
Users report performance issues with Dynamics 365.
You need to diagnose the performance issues. You run Dynamics 365 Diagnostics.
What should you review?

A. organization information

B. browser information

C. latency and bandwidth

D. user’s IP address

A

C.

64
Q

Introductory InfoCase study -
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 question on 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 on 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 -
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.QuestionYou need to simplify the registration process for repeat guests.
Which entity component should you use?

A. fields

B. workflows

C. relationships

D. business rules

A

C.

65
Q

Introductory InfoCase Study -
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 question on 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 on 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 -
Lamna Healthcare Company owns and operates childcare centers nationwide. The company serves children ranging in age from four to ten. Childcare centers are open 7:00 am to 6:00 pm Monday through Friday.
The company has a Dynamics 365 system administrator who works from 9:00 am to 5:00 pm Monday through Friday. The administrator creates user records for potential hires during final interview processes.
Lamna separates children into groups based on age. Group A is for ages 4-6, Group B is for ages 7-8, and Group C is for ages 9-10. Each group is monitored by a team of 2-3 childcare workers.
Most correspondence between workers and parents is done by using email.
The company runs employee meetings each month to present updates and discuss issues. The administrator creates appointments in Dynamics 365 for each employee meeting.

Current processes -

Dynamics 365 -
Lamna has been using Dynamics 365 and Microsoft Office 365 for three years. Access to Dynamics 365 is limited to childcare workers. Support staff only have access to Office 365 applications.
There is a high turnover rate among childcare workers, so there is often a rush to hire replacements. Childcare workers are often hired on weekends and start work the following Monday.
The administrator maintains a list of apps that are approved for use and makes the list available to all Dynamics 365 users.

Child registration -
When a parent registers a child, workers collect information such as known allergies, emergency contact information, list of medications, and scans of signed consent forms for the child. Additional information is collected through the year including field trip consent forms and an annual feedback survey that parents complete.

Intake -
Every day an employee records each child’s arrival time, departure time, and the name of the person who picked up the child in an attendance log. Each record includes a field to enter emergency contact information for the child. This field often remains blank since the childcare worker is too busy to populate this information.
Attendance records are created from a child record. The supervisor reviews an attendance log at the end of day for each team of workers.

Reports -
Reports are created from Microsoft Word templates for the healthcare workers and documents are stored in Microsoft SharePoint.
You create a Child Attendance report and complete testing of the report in a sandbox environment. The report is ready for deployment to the production environment.

Requirements -

Attendance -
The child attendance log must be accessible by all staff members. A Child Attendance report is also required, as this information is often accessed at the parent’s request. All fields for collecting additional information must be hidden by default.
In order to make the process of recording attendance information more efficient, workers must create an attendance record for each child and add the child to the record.
If a child is not picked up by 6:00 pm, a text message must be sent to the parents notifying them of additional charges for late pickup. Microsoft Flow is used to deliver text message to parents about additional charges for late pickup.

Medication -
Complex information such as medications must be contained in a sub-grid on the child’s record.
When children change age groups, all of their records must be available to the new team of childcare workers. A child’s medication record must no longer be viewable by the previous group of childcare workers.

System customization -
All customization and testing are performed in the sandbox environment and then moved to production. To simplify management of Dynamics 365, Lamna
Healthcare keeps all components in the default solution but maintains a unique prefix. Dynamics is a no-code environment.
Option sets must be used whenever possible. For example, the allergies field displays a list of common allergies. You must include an option named Other in each option set to allow users to enter a value that is not available in the option set. When Other is selected, the form must display a text field that requires entry.

Problem statements -
Parents of a child named Elizabeth recently changed her surname. The parent hands in a field trip consent form that includes the new surname. The support worker cannot find the child in the system.
Users report having to sign back into the system very frequently, often multiple times during the course of a period of usage.
When children move to new age groups, medication records for the child are not visible to the new group’s childcare workers.QuestionYou need to ensure that new childcare workers can use Dynamics 365 within Microsoft Outlook.
What should you do?

A. Have the childcare worker install the Dynamics add-in from Outlook.

B. Push the Dynamics 365 for Outlook to childcare workers.

C. Have the childcare worker deploy Dynamics 365 App for Outlook.

D. Push the Dynamics 365 App for Outlook to childcare workers.

A

D.

66
Q

Introductory InfoCase Study -
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 question on 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 on 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 -
Lamna Healthcare Company owns and operates childcare centers nationwide. The company serves children ranging in age from four to ten. Childcare centers are open 7:00 am to 6:00 pm Monday through Friday.
The company has a Dynamics 365 system administrator who works from 9:00 am to 5:00 pm Monday through Friday. The administrator creates user records for potential hires during final interview processes.
Lamna separates children into groups based on age. Group A is for ages 4-6, Group B is for ages 7-8, and Group C is for ages 9-10. Each group is monitored by a team of 2-3 childcare workers.
Most correspondence between workers and parents is done by using email.
The company runs employee meetings each month to present updates and discuss issues. The administrator creates appointments in Dynamics 365 for each employee meeting.

Current processes -

Dynamics 365 -
Lamna has been using Dynamics 365 and Microsoft Office 365 for three years. Access to Dynamics 365 is limited to childcare workers. Support staff only have access to Office 365 applications.
There is a high turnover rate among childcare workers, so there is often a rush to hire replacements. Childcare workers are often hired on weekends and start work the following Monday.
The administrator maintains a list of apps that are approved for use and makes the list available to all Dynamics 365 users.

Child registration -
When a parent registers a child, workers collect information such as known allergies, emergency contact information, list of medications, and scans of signed consent forms for the child. Additional information is collected through the year including field trip consent forms and an annual feedback survey that parents complete.

Intake -
Every day an employee records each child’s arrival time, departure time, and the name of the person who picked up the child in an attendance log. Each record includes a field to enter emergency contact information for the child. This field often remains blank since the childcare worker is too busy to populate this information.
Attendance records are created from a child record. The supervisor reviews an attendance log at the end of day for each team of workers.

Reports -
Reports are created from Microsoft Word templates for the healthcare workers and documents are stored in Microsoft SharePoint.
You create a Child Attendance report and complete testing of the report in a sandbox environment. The report is ready for deployment to the production environment.

Requirements -

Attendance -
The child attendance log must be accessible by all staff members. A Child Attendance report is also required, as this information is often accessed at the parent’s request. All fields for collecting additional information must be hidden by default.
In order to make the process of recording attendance information more efficient, workers must create an attendance record for each child and add the child to the record.
If a child is not picked up by 6:00 pm, a text message must be sent to the parents notifying them of additional charges for late pickup. Microsoft Flow is used to deliver text message to parents about additional charges for late pickup.

Medication -
Complex information such as medications must be contained in a sub-grid on the child’s record.
When children change age groups, all of their records must be available to the new team of childcare workers. A child’s medication record must no longer be viewable by the previous group of childcare workers.

System customization -
All customization and testing are performed in the sandbox environment and then moved to production. To simplify management of Dynamics 365, Lamna
Healthcare keeps all components in the default solution but maintains a unique prefix. Dynamics is a no-code environment.
Option sets must be used whenever possible. For example, the allergies field displays a list of common allergies. You must include an option named Other in each option set to allow users to enter a value that is not available in the option set. When Other is selected, the form must display a text field that requires entry.

Problem statements -
Parents of a child named Elizabeth recently changed her surname. The parent hands in a field trip consent form that includes the new surname. The support worker cannot find the child in the system.
Users report having to sign back into the system very frequently, often multiple times during the course of a period of usage.
When children move to new age groups, medication records for the child are not visible to the new group’s childcare workers.QuestionYou need to assist the support worker’s effort to attach a field trip form to Elizabeth’s record.
What should you do?

A. Upload the document to a manually created SharePoint location under the new name in Dynamics.

B. Update the SharePoint record name.

C. Upload the document under the child’s new name in Dynamics 365.

D. Update the SharePoint GUID.

A

C.

67
Q

Introductory InfoCase Study -
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 question on 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 on 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 -
Lamna Healthcare is a local medical clinic comprised of doctors, nurses, and office staff. The company is implementing Dynamics 365 for Sales.

Current environment -

Environments -
The company has the following environments: Sandbox, QA, and Production.
All environments use one custom app in the Unified Interface.
There is one solution in the Sandbox environment containing modifications to the Patient and Invoice forms.
A security group has been created for each environment.
You configure the system as follows:
Duplicate detection is not set for the Patient entity.
The currency field for Service Fee is set to two decimal places.
Mailboxes are set to synchronize with Microsoft Exchange in the Production instance.

Testing and customization -
All changes are first created in the Sandbox environment and then imported into the QA environment for testing.
Testers only have access to the QA environment where testing occurs.
Doctors and nurses enter patient, billing, diagnostic, and other information directly.

Security roles -
There are two custom security roles; one for doctors and nurses, and another for the support staff.

Data import -
You import records for all current patients and past patients for the last five years.
A static worksheet of the patient records was exported after data import for validation. All records have been updated since that time.

Requirements -

Functional -
Ensure changes can be quickly made to customizations in the Production environment.
Provide all staff members access to a list of patients with the flue.
Provide doctors the ability to add medications related to a patient without navigating away from the patient’s record. Medications must be stored against a custom entity named Medication.
Provide doctors, nurses, and office staff default navigation schemes based on their roles.

User interface -
Populate the custom field Follow-up Date with a date seven days from the visit date if a custom Follow-up checkbox is selected. Display the Visit Date field on the Visit form. Do not display the Follow-up Date field.
Display values in the Service Fee field as whole dollars.
The Status field on the Patient form contains historical data that must be retained.

Issues -
You observe the following issues:
For some imported patient records, the doctor’s name in the Current Doctor field is not spelled correctly.
A nurse uses the search on the All Patients view and cannot find a patient who left the clinic last year.
During testing, a nurse discovers a redundant field on the patient record.
An office staff member tests emails, but the email is not sent.
The modification to the Patient form needs to be tested immediately, but the Invoice form modification needs to be tested the following week.
A new user account for a doctor has been created in Office 365. The user account for the doctor must be available only in the QA environment.

A change in process has caused a Status field to be unnecessary to display on the Patient form.QuestionYou need to ensure that the office staff can successfully test emails.
What should you do?

A. Add the QA environment as a synchronizing instance.

B. Change the synchronization method in the QA environment.

C. Add the QA environment as an OrgID in Exchange.

D. Change the synchronizing instance of the QA environment.

A

D.

68
Q

Introductory InfoCase study -
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 question on 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 on 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 -
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.QuestionYou need to test the welcome email workflow.
What should you do?

A. Add the sender’s email to synchronize to QA and Production.

B. Switch the tester’s email to synchronize only to QA.

C. Add the tester’s email to synchronize to QA and Production.

D. Switch the sender’s email to synchronize only to QA.

A

B.

69
Q

Introductory InfoCase study -
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 question on 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 on 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 -
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.QuestionYou need to import all changes to production, including the change to the Number of Children label.
How should you import the changes?

A. Export only the primary solution from the QA environment.

B. Export only the primary solution from the Sandbox environment.

C. Add the change to the primary solution in the Sandbox environment.

D. Add the change to the primary solution in the QA environment.

A

A.

70
Q

Introductory InfoCase Study -
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 question on 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 on 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 -
Lamna Healthcare is a local medical clinic comprised of doctors, nurses, and office staff. The company is implementing Dynamics 365 for Sales.

Current environment -

Environments -
The company has the following environments: Sandbox, QA, and Production.
All environments use one custom app in the Unified Interface.
There is one solution in the Sandbox environment containing modifications to the Patient and Invoice forms.
A security group has been created for each environment.
You configure the system as follows:
Duplicate detection is not set for the Patient entity.
The currency field for Service Fee is set to two decimal places.
Mailboxes are set to synchronize with Microsoft Exchange in the Production instance.

Testing and customization -
All changes are first created in the Sandbox environment and then imported into the QA environment for testing.
Testers only have access to the QA environment where testing occurs.
Doctors and nurses enter patient, billing, diagnostic, and other information directly.

Security roles -
There are two custom security roles; one for doctors and nurses, and another for the support staff.

Data import -
You import records for all current patients and past patients for the last five years.
A static worksheet of the patient records was exported after data import for validation. All records have been updated since that time.

Requirements -

Functional -
Ensure changes can be quickly made to customizations in the Production environment.
Provide all staff members access to a list of patients with the flue.
Provide doctors the ability to add medications related to a patient without navigating away from the patient’s record. Medications must be stored against a custom entity named Medication.
Provide doctors, nurses, and office staff default navigation schemes based on their roles.

User interface -
Populate the custom field Follow-up Date with a date seven days from the visit date if a custom Follow-up checkbox is selected. Display the Visit Date field on the Visit form. Do not display the Follow-up Date field.
Display values in the Service Fee field as whole dollars.
The Status field on the Patient form contains historical data that must be retained.

Issues -
You observe the following issues:
For some imported patient records, the doctor’s name in the Current Doctor field is not spelled correctly.
A nurse uses the search on the All Patients view and cannot find a patient who left the clinic last year.
During testing, a nurse discovers a redundant field on the patient record.
An office staff member tests emails, but the email is not sent.
The modification to the Patient form needs to be tested immediately, but the Invoice form modification needs to be tested the following week.
A new user account for a doctor has been created in Office 365. The user account for the doctor must be available only in the QA environment.

A change in process has caused a Status field to be unnecessary to display on the Patient form.QuestionYou need to ensure that the nurse is able to retrieve patient records within the All Patients View screen.
Which view should you modify?

A. Advanced Find

B. All Patients

C. Quick Find

D. Lookup

A

C.

71
Q

Introductory InfoCase study -
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 question on 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 on 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 -
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.QuestionYou need to update a guest’s preferences in the guest form.
What should you use?

A. Power BI

B. Timeline

C. Quick view form

D. Canvas app

A

D.

72
Q

Introductory InfoCase study -
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 question on 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 on 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 -
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.QuestionYou need to view the potential reservation data in Dynamics 365.
What should you do?

A. Import records into a custom activity.

B. Add records to the guest entity.

C. Import records into a custom entity.

D. Create a virtual entity.

A

D.

73
Q

Introductory InfoCase Study -
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 question on 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 on 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 -
Lamna Healthcare is a local medical clinic comprised of doctors, nurses, and office staff. The company is implementing Dynamics 365 for Sales.

Current environment -

Environments -
The company has the following environments: Sandbox, QA, and Production.
All environments use one custom app in the Unified Interface.
There is one solution in the Sandbox environment containing modifications to the Patient and Invoice forms.
A security group has been created for each environment.
You configure the system as follows:
Duplicate detection is not set for the Patient entity.
The currency field for Service Fee is set to two decimal places.
Mailboxes are set to synchronize with Microsoft Exchange in the Production instance.

Testing and customization -
All changes are first created in the Sandbox environment and then imported into the QA environment for testing.
Testers only have access to the QA environment where testing occurs.
Doctors and nurses enter patient, billing, diagnostic, and other information directly.

Security roles -
There are two custom security roles; one for doctors and nurses, and another for the support staff.

Data import -
You import records for all current patients and past patients for the last five years.
A static worksheet of the patient records was exported after data import for validation. All records have been updated since that time.

Requirements -

Functional -
Ensure changes can be quickly made to customizations in the Production environment.
Provide all staff members access to a list of patients with the flue.
Provide doctors the ability to add medications related to a patient without navigating away from the patient’s record. Medications must be stored against a custom entity named Medication.
Provide doctors, nurses, and office staff default navigation schemes based on their roles.

User interface -
Populate the custom field Follow-up Date with a date seven days from the visit date if a custom Follow-up checkbox is selected. Display the Visit Date field on the Visit form. Do not display the Follow-up Date field.
Display values in the Service Fee field as whole dollars.
The Status field on the Patient form contains historical data that must be retained.

Issues -
You observe the following issues:
For some imported patient records, the doctor’s name in the Current Doctor field is not spelled correctly.
A nurse uses the search on the All Patients view and cannot find a patient who left the clinic last year.
During testing, a nurse discovers a redundant field on the patient record.
An office staff member tests emails, but the email is not sent.
The modification to the Patient form needs to be tested immediately, but the Invoice form modification needs to be tested the following week.
A new user account for a doctor has been created in Office 365. The user account for the doctor must be available only in the QA environment.

A change in process has caused a Status field to be unnecessary to display on the Patient form.QuestionYou need to grant a new doctor access to the test environment.
What should you do?

A. Add the doctor to the QA environment security group and assign the role in the QA environment.

B. Assign security in the QA environment.

C. Assign security in the Sandbox environment and promote to the QA environment.

D. Add the doctor to the Sandbox environment security group, assign security in the Sandbox environment, and promote to the QA environment.

A

A.

74
Q

Introductory InfoCase study -
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 question on 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 on 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 -
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.QuestionYou need to modify security for the front desk agent.
Which feature should you modify?

A. Access team

B. Team

C. Role

D. User

A

C.

75
Q
A