Perform Discovery, Planning, and Analysis Flashcards
You are a Dynamics 365 for Customer Service system administrator.
Compliance standards require that entities and fields with Auditing set to On are recorded. You have configured all settings to the default settings and have set Global Auditing to On.
You need to verify compliance standards.
Which data items will be included in the audit log?
A. Microsoft Office 365 activities
B. all entities and fields
C. entities and fields with auditing enabled
D. user access information only
C. entities and fields with auditing enabled
A company identifies a new opportunity.
Sales associates must collaborate to convert the opportunity to a sale. All associates have access to Microsoft SharePoint, but some associates do not have access to Dynamics 365 for Sales.
You need to ensure that users can collaborate on a single platform that directly integrates with Dynamics 365 data.
Which tool should you use?
A. Microsoft OneDrive for Business
B. Microsoft Skype for Business
C. Microsoft Office 365 Delve
D. Yammer
E. Microsoft Office 365 Groups
E. Microsoft Office 365 Groups
You are a Dynamics 365 for Customer Service system administrator.
A user experiences slow performance when using Dynamics 365.
VCEConvert.com
You need to check the latency of the environment.
What should you do?
A. Use the organization Insights tool.
B. View the Health section of Microsoft Office 365 Admin portal.
C. View the Power platform Admin center.
D. Run the Dynamics 365 Diagnostics tool.
D. Run the Dynamics 365 Diagnostics tool.
You are a Dynamics 365 for Customer Service system administrator.
You need to implement a Dynamics 365 portal that allows customers to perform the following tasks:
Post product experience information to forums.
Enter issues in an online support center.
Enter ideas for future products.
Which type of portal should you implement?
A. Partner
B. Customer Self-Service
C. Employee Self-Service
D. Community
E. Custom
B. Customer Self-Service
You have a Dynamics 365 for Customer Service tenant that has one Sandbox instance and multiple Production instances.
You need to import changes from the Sandbox instance to each of the Production instances with different requirements.
Which types of solutions 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.
Manager. Include Change as part of the default solution
UmManager. Remove changes by uninstalling the solution.
Ensure ability to maintain customizations o need
Prevent other from making change to the solution
Include Change as part of the default solution (Unmanager)
Remove changes by uninstalling the solution. (manager)
Ensure ability to maintain customizations o need (unmanager)
Prevent other from making change to the solution (manager)
DRAG DROP
A hospital uses Dynamics 365 Customer Engagement. The scheduling department schedules doctors for surgeries.
You need to configure relationships between doctor and patient records.
From the doctor entity, which relationship types should you use? To answer, drag the relationship types for the correct scenarios. Each relationship 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:
N:N. A doctor with multiple patients
1:N Operating rooms and doctors
N:1
A doctor with multiple patients (1:N)
Operating rooms and doctors (N:N)
Case 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.
VCEConvert.com
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.
QUESTION 1
You need to simplify the registration process for repeat guests.
Which entity component should you use?
A. fields
B. workflows
C. relationships
D. business rules
C. relationships
