Module 6 - Overview of Operations

Question 1

What is Dynamics 365 for Operations?

Answer 1

Microsoft Enterprise Resource Planning or ERP solution for businesses

1) Empowers people to anticipate and embrace change so that your business can thrive.
1) Manages multisite operations through shared master data and business processes in a single instance.
2) Supports human resources, financials, and project management functionalities.

Question 2

What are the benefits of the MS cloud-based solution?

Answer 2

• Reduced deployment effort
• Native deployment to MS Azure public cloud
• Improved self-service capabilities

Question 3

What is MS Azure?

Answer 3

An open and flexible cloud-computing platform that allows you to quickly build, deploy and manage apps across a global network of MS data centers.

Question 4

What is LCS?

Answer 4

Lifecycle Services is a Microsoft Azure-based collaboration portal (workspace) that provides a unifying, collaborative environment along with a set of regularly updated services that can help you manage the application lifecycle of your Dynamics 365 implementations.

Question 5

What is the goal of LCS?

Answer 5

The goal of LCS is to provide the right information at the right time to the right people.

Question 6

What are the benefits of LCS?

Answer 6

In addition, LCS helps ensure repeatable, predictable success with each rollout of an implementation, update or upgrade.  By providing a collaborative workspace that can be used by both customers and partners either separately or together
LCS enables (1) closer collaboration, (2) helps speed up implementation and (3) reduces the time to value.

Question 7

What is the value of workspaces?

Answer 7

1) 360-degree view of activity
2) Helps answer questions
3) Provides Insight
4) Navigate by data
5) Direct access to perform tasks

Question 8

What is a workflow?

Answer 8

Helps you manage your business processes as a way to help route documents for review and approval.

Question 9

Workflow is defined in 2 ways within Dynamics for Operations.

Answer 9

A workflow is a system. Create individual workflows or automate business processes.
A workflow is a business process. It defines how a document flows or moves through the system by showing who must complete a task, make a decision or approve a document.

Question 10

How do you start a workflow?

Answer 10

Complete a task.

Question 11

What is the workflow editor?

Answer 11

A visual way to design workflows. Similar to how you model a business process using Visio. It’s a graphical interface you can use to create workflows by arranging their elements on a design surface.

Question 12

What is the action pane?

Answer 12

Buttons for navigation, copying and pasting and configuring properties.

Question 13

What are the workflow elements?

Answer 13

items used to build your business process or workflow.

Question 14

What is the canvas?

Answer 14

Main area where you arrange the workflow elements.

Question 15

Can you have child elements?

Answer 15

Yes, for e.g., there may be more than 1 approval step.

Question 16

What are the 5 industries that Dynamics 365 for Operations focuses on?

Answer 16

Manufacturing, Distribution, Retail, Public Sector and Service

Question 17

What does the D365 for Operations Financial module provide?

Answer 17

Accounting, Financial Reporting & Analysis

Question 18

What does the D365 for Supply Chain module provide?

Answer 18

Manage materials, information and transactions as they move through the process from vendor to manufacturer to retailer to end customer.

Question 19

3 Goals of Supply Chain Management?

Answer 19

1) Reducing inventory
2) Lowering costs
3) Improving time to market

Question 20

Projects & Services Module?

Answer 20

• Automate processes and balance costs associated with project and service requests
• Project Accounting - effectively administer projects and achieve desired results
• Professional Service Management - efficiently manage knowledge, opportunities and resources

Question 21

HR Management functionality?

Answer 21

HR Mgmt module helps you:

• gather and structure employee information
• encourage employee development
• streamline employee performance
• competitive compensation
• reward employee performance

Question 22

What reporting tools does D365 provide?

Answer 22

1) Excel integration
2) Embedded analytics - add aggregated data to workspaces using native controls such as charts and grids
3) Reporting services - create business documents with precision using an SSRS-based solution
4) Power BI integration - author and share reports that can be accessed virtually anywhere

Question 23

What is the definition of a report?

Answer 23

Any visualzatio of a structured data set - transaction data in tabular layout or advanced graphical views