Exam MB-300: Microsoft Dynamics 365 Core Finance and Operations Questions

Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations
This exam measures your ability to accomplish the following technical tasks: use common functionality and implementation tools; configure security, processes, and options; manage Finance and Operation data; and validate and support the solution.
 

How to locate a missing data entity
In the data management framework parameter screen, refresh the entity list

How to see which user roles have what visibility and access level to system objects.
Generate the security role access report

How to ensure you use missing numbers when generating number sequence
Run automatic cleanup of number sequence.

How to document business process by clicking through the steps of a user in the application
Task recorder

How can documented steps be used for test-code generation.
Download the task recording package.

How can a user search for a business process and be guided by the prompted steps in the application
Help

How can a user be prevented from clicking in spaces during a business-scenario training walk through
On-rails

Which UI filter should you use to filter retail stores by region from an all up work space
Work space filter

Which UI filter should you use to look for stores in Illinois from a view of stores
Section filter

Which two actions should you perform to extend electronic signatures for new employee
1. In License configuration, enable Maintenance mode 2. Select the Electronic signature check box

Where do you download a virtual machine that includes all the new features
Environments

What security component should you use to group the security configuration for employees with the same job function
Security roles

What security component should you use to assign check-depositing tasks to a group of people as part of the accounts receivable process.
Duties

Which security component should you use to restrict access to a specific table or chart
Permissions

What should you use to set up Microsoft Excel data exports
Use workbook designer to build an editable custom export.

How do you provide address and contact information purpose with translation in Portuguese
Under Organisation administration, on the Global addresses tab, enter the appropriate translation value in the translations form.

How to enable localization for Brazil an a new legal entity
Create a new configuration key and associate it with the Brazil localization.

How do you ensure that email will be sent using typical secure settings
Specify that SSL - Secure sockets layer

How do you verify that you can do a successful export of data to Excel.
Use workbook designer to build an editable custom export.

Which Case management setting should you use for Category to use
Service and Product change

Which Case management setting should you use for Service department in which employees create cases.
Product change

Which Case management setting should you use for Call center in which employees create cases
Service

How to fix UI for a form that is not loading properly after an update.
Reset all the usage data for the user.

Which workflow action should you use to create a customer record for a customer if a record doesn't already exist.
Create task

Which workflow action should you use to reject a document
Create approval process

Which workflow action should you use to assign a document to another user for approval
Create approval process

Which workflow action should you use to perform a credit check.
Create task

To ensure that you can perform a data migration from Ax2009 to D365FO what should you do first
Upgrade the existing on-premise environment to Dynamics AX2012 R2

What should you do to track project issues and risks and associate them to the projects.
Create case subcategories named Issue and Risk.

Which workflow option should you select to include a notification with workflow-specific data.
Line-item workflows

Which workflow option should you select to run a different workflow for each region.
Automatic action

Which workflow option should you select to send an email to a group of users by role when a workflow task is rejected
Participant

How would you report which user roles have what visibility and access level to system objects
Generate the Security Role access report.

Which address book should you use to restrict account visibility for a given retail channel transaction
Customer

Which address book should you use to create an address for a vendor
Global

Which address book should you use to link workers to retail locations.
Employee

Which address book should you use to create an address for a prospect
Contact

Which LCS tool should you use to resolve UAT issues when a UAT tester cannot add a newly created bill of material in a production order.
Issue search

Which LCS tool should you use when a UAT tester finds and error in the company's process to create a new vendor.
Business process modeler

Which messaging tool should you use to generate a file to send to a coworker for additional personalisation
Use an email app such as Outlook

Which messaging tool should you use to send an email with the actual users' email address without generating an external file
Use Microsoft Exchange server for email.

Which messaging tool should you use to send an email with a generic email address without generating an external file.
Use the Dynamics 365 email client

During data migration for a customized version of 365 F&O which feature or tool should you use to map as many field as possible
Use the mapping visualization tool.

What should you do to assign another user as the approver for purchase requisition greater than $5000,000
Under User options, add a user and assign the scope of Workflow.

What should you do when after moving workflow from testing to production environment, and the workflow gets stuck in a waiting state.
Set the workflow execution account in the workflow parameters.

What attribute does the Fiscal calendar configuration have
It is a mandatory setup

What attribute does the 4. Validate all entity data mapping. configuration have.
Is an optional setup

What purpose does fiscal calendar have
Fixed asset calendar

What purpose does date interval have
Easy date range selection

What application feature will you use to create a unique identifier for a System entity
Number sequence.

What application feature will you use to set the Type for a prefix of a unique identifier
Constant segment

What application feature will you use to set the scope for a unique identifier
Scope

What application feature will you set the Type for a unique identifier without missing numbers
Continuous

Which prerequisite is required to choose BPM prerequisites
Microsoft Azure DevOps

Which perquisite is required to use the BPM-compatible application to generate documentation for business processes
Microsoft Word

Which prerequisite is require to open business process diagrams with this BPM-compatible application
Microsoft Visio

What purpose can you assign to an organizational hierarchy
Centralized payments

Which conversion type should you use to manage Car paint colors and their ingredients that are purchased in barrels, stocked in ounces, and sold in gallons
Inter-class

Which conversion type should you use to manage steel which is purchased in tons, stocked in pounds and sold in linear feet
Intra-class

Which conversion type should you use to manage Bolts and nuts which are purchase in pounds, stocked as units and sold in boxes
Standard

What tool should you use to track issues and bug fixes during development phase
Microsoft Azure DevOps

Data packages need to be used in automated testing. Where are they stored?
File imports

You need to add a new task in the automation steps. Where do you add it?
XML manifests

There were errors that need to be viewed. Where can you view them?
Data task automation manager

How would you ensure that your company uses a different purchase requisition workflow for each region.
Add a condition for running the workflow.

Which batch processing component should you change if you are running into performance issues on an over used AOS
Batch task

Where can you enable a new preview feature
Life cycle Services

What policy framework should you implement when a company is established in the US and Canada. To ensure that employees in the US and Canada buy from different catalogs and vendors
Purchasing policies are set up at the legal-entity level

What policy framework should you implement for a large multinational company to ensure that department and global purchasing controls apply to sales users in the UK.
Purchasing policies are set up at the organizational level

What policy framework will you use to ensure that a specific user can access only the Tools category when the user creates purchase requisitions
Category access policy rule.

What policy framework will you use to ensure that a specific user can access only a subset of Vendors for the Tools category
Category policy rule

How can you quickly see which roles have access to a specific form
..Form / Options / Page options / Security diagnostics

When designing an organisation structure which application feature will you use for The fortune 500 company
Legal entity

When designing an organisation structure which application feature will you use for a semi-autonomous operating entity
Business unit

When designing an organisation structure which application feature will you use for Human resources
Department

When designing an organisation structure which application feature will you use for production flow activity control
Value stream

Which runtime raises and error when a user submits an expense report by clicking the Submit button on one of the workflow controls, and an error occurs
X++ workflow runtime

Which runtime raises and error when.NET Interop from X++ receives the message and starts a new workflow instance via Windows Workflow Foundation and an error occurs
Managed workflow runtime

Which runtime raises and error when the messaging batch job reads the Workflow started message from the message queue and invokes the application event handles to process a workflow started event and an error occurs
X++ workflow runtime

Which LCS tool will you use to clean up data, review and configure SQL optimizations and identify deprecated features in your code
Upgrade analyzer

Using BPM tool which task can you accomplish integration with
Upload flowcharts from Task recorder

Purchase order can be found in which module?
Accounts payable

Invoice can be found in which module?
Accounts receivable

Vendor invoice can be found in which module?
Accounts payable

Transfer order can be found in which module?
Inventory management

Which tool will you use to document gaps
BPM

What setting must be set to ensure that email will be sent using typical secure settings
The SMTP port field must be set to 587.

In a data package named 03.01.002 what does the 03 identify.
The module

In a data package named 03.01.002 what does the 01 identify.
The data type

In a data package named 03.01.002 what does the 002 identify.
The data package version

How do you search for regulatory features
Issues search in LCS

What is the functional use regarding visibiity in workspaces
Understand the current state of the light task activity to support informed decisions

What is the functional use regarding workspace definitions
An initial overview for a specific role to increase productivity

On what object should you configure an alert to notify the person responsible for deliveries that production could be delayed if deliveries are postponed
Purchase order

How do you partly deploy customizations while excluding other customization
Exclude the failed package from the deployable packae in Microsoft Azure DevOps

While trying to import data using Data management tool with a number of data entities in the data package, you get errors, what can you do.
Set the order of the data entities to start with parameter, base etc

Your import while using data management tool is only importing a subset of the data. What can you change to solve this problem.
Set the Default refresh type to Full push only.

When new roles are assigned, the system must confirm that the compliance policy is enforced
Create a new Segregation of duties rule

Determine whether any violations of the policy for the accounts payable manager exist.
Use the Segregation of duties rule.

Instruct the user to validate the processes using a given session ID
User activity

View the call stack for any slow-running queries
Raw logs

Rebuild a fragmented index
Environment health

In what order should you import data category
Reference, Master, Transaction

In what order should you import General ledger data entities
Account structures, Chart of accounts, ledger journals

You need to consolidate reports used for financial-consolidation reporting in a new legal entity. What should you do.
Define the consolidation period.

Which attribute does a Security role have
Can be automatically assigned to users through batch jobs

Which attribute does a Duty have
Corresponds to part of a business process and can be segregated

Which attribute does a Privilege have
Specifies the level of access to perform a job or solve a problem

Which attribute does a Permission have
Is assessed through entry points.

You are deploying F&O. You need to deploy and validate the implmentation. What is your solution
Perform a fit-gap analysis. Configure F&O to address the functional gap. Deploy the configuration.

What tool will you use to create a data package from a group of Entities in Dynamics AX 2009
Data Import/Export Framework (DIXF)

You need to purge senssitive documents from a print queue. What should you do
Use an account with admin permissions on the network to purge the queue

Which feature or functionality should you use to stage the aggregate data for use by the reports
Life cycle services

What tool should you use to troubleshoot slow queries, deadlocks and crashes
Environment monitoring

You need to improve performance for the import of a large volume of sales orders from multiple systems daily. What should you do?
Configure entity execution parameters to make the data import multi-threaded.

Why does search criteria not find "Munson's pickles and relishes " when "pickle" is entered
The search criteria is searching from all customer names that start with 'Pickle'

Which feature or functionality should you uses to set the data source to use DirectQuery
Dynamics 365 system administration settings

Which feature or functionality should you used to Publish new reports to the production environment
Power BI desktop client

Which feature of functionality should you use to configure the data refresh rate for periodic updating
Dynamics 365 system administration settings

Why does search criteria not find "Munson's pickles and relishes " when "pickle" is entered
The search criteria is searching from all customer names that start with 'Pickle'

Standard security role
Waterspider - a user who responds to inventory needs on the production line.

Which two action should you perform to configure the system for account representatives.
1. Recreate the job-alert as a change-base alert.
2. Enable change-based alerts.

Which 4 steps should you perform to configure check printing.
1. Install the Document Routing Agent on the CLIENT machines where the users will be printing the checks
2. Enter the F&O configurations in the Document Routing Agent
3. Discover and add the check printer for the Document Routing Agent
4. Discover and add the check printer to the system from F&O

While developing a new purchasing solution. Which 3 steps should you verify in the functional pass of the purchasing solution.
1. The item master is designed and released to a legal entity
2. Item requirements are present
3. Purchase orders are generated.

To detail a business process from streaming the customer editing process for account representatives. Which two actions should you perform?
1. Navigate to the All Customer form in AR and select the appropriate customer account
2. navigate to Account Representative workspace and select the the appropriate customer account

What steps should you take to set up a questionnaire
1. Set up answer group and anwers.
2. Set up questions and their association.
3. Set up the questionnaire.
4. Attach questions to the questionnaire.

Batch alerts are not being sent. Which two actions may be the cause
1. The change-based alert may have expired.
2. There may not be a batch server assigned to the batch job.

In which order should you configure the system to generate UAT test plans
1. Create business process libraries in the LCS project
2. Configure Azure DevOps for the LCS project
3. Configure system administrator help parameters to the LCS project
4. Enable Azure DevOps sync
5. Enable sync test cases

Name two ways to search for a released hotfix in LCS other than by description
1. By Microsoft support ticket number
2. By AOT object name

Which three actions should you perform to validate and support a system that needs to be tested using UAT
1. Upload the saved recording to BPM.
2. Create a new Business process library.
3. Record test cases and save them to BPM

What 3 steps should you take to set up posting to accommodate a subledger
1. Create posting profiles to post to the identified area as needed for the request
2. Update existing reports to add data in the identified area
3. Identifiy an area of the chart of accounts to record to as the subledger

Using LCS which options can you use to change a methodology
1. Change methodology
2. Edit methodology

Which four actions should you perform to determine whether a hotfix will break any customizations.
1. Download the Hotfix from Lifecycle services
2. Install the hotfix in your Microsoft Azure DevOps application development environment in a pending state.
3. Build the hotfix in the development environment and accept changes.
4. Check in the entire hotfix as pending change and schedule and deploy it to the production environment.

Which 3 actions should be performed to set up printers for network printing from F&O
1. Install and configure a document routing agent.
2. Register network printers in F&O
3. Activate the network printers.

Using BPM tool you can accomplish the following tasks
1. Modify flowcharts
2. Attach video
3. Generate a gap analysis

Which 4 actions should you perform to identify potential hotfixes
1. Log in to Lifecycle Services (LCS)
2.Select a project to work in
3. Use the Issue search tile.
4. Enter search terms.

Which four actions should you perform to update the main page with a large banner containing the logo
1. Use the Legal entities form
2. Edit the form
3. Change the Dashboard company image type to Banner
4. Select the new image.

Describe three scenarios in which you should use case management
Knowledge articles used by case management are associated with specific functional modules.
A human resources generalist can use the case management tool to track employee interactions, even though the department, stores confidential information about employees.
A case can be used to track both external and internal issues.

What party types can you use for both the global address book and the additional address books?
1. Person
2. Organisation

Which three tasks must you do to perform a cutover from AX2012 to F&O
1. Perform a smoke test.
2. Copy the upgraded database from the sandbox environment into the production environment.
3. Complete the application setup tasks.

Which four actions should you perform to import data from a legacy system that is in a MS Word format.
1. Convert the Word files to CSV format, In the D365FO client Data management workspace, create a new data project.
2. For each file, select the entities and upload the files.
3. Validate all entity data mapping.
4. Perform the data import.

What settings would you set to ensure that the system activiely tracks the workflow status so the support team can monitor and take actions against any failures.
1. Set the Critical job flag of the Workflow message processing batch job to True.
2. Set the Ignore task failure flagof the Workflow message processing batch job to False.
3. Set the batch job name Workflow message processing to send an email when the status of the batch job is Error.

Which three actions should you perform to configure BPM and Azure DevOps to complete user acceptance testing
a. Synchronise the BPM library with Azure DevOps
b. Upload saved Task recorder files to BPM
c. Create a test plan and test suites in Azure DevOps

Which 4 actions should end users perform, in sequence, to save advanced queries for filter data on forms
1. Select the saved query
2. Click Options, and then select Add to workspace
3. Select the workspace and presentation.
4. Click Configure

Which 3 actions should you perform in sequence to create the record templates.
1. Idenitify the templatized record
2. Use the Record info feature
3. Create a user template.

Which two actions should you perform to extend electronic signatures for new employee
1. In License configuration, enable Maintenance mode
2. Select the Electronic signature check box

You need to configure the system that workflow to account for people changing job roles.
On the recipient tab, select Participant. Then, select the role for vendor approval from the list.

Configure Power BI
A in the D365 F&O client, authorize sign-in to Power BI
C in MS Azure AD, add the PowerBI service to the app registration and grant the necessary delegated permissions
E in D365 F&O system administration setup screen in PowerBI.com, configure the application id and application key

You need to help create the organization hierarchy
1 Plan the organization model
2 Create organizations
3 Create hierarchy
4 Assign a hierarchy purpose
5 Add organization to the hierarchy