MB-901: Microsoft Dynamics 365 Fundamentals (Notes)

Note: Exam MB-901: Microsoft Dynamics 365 Fundamentals
THIS EXAM RETIRED ON JUNE 30, 2021. Two replacement exams, MB-910 and MB-920, are available\

Which 3 components are synchronized between D365 Sales & Outlook?
1. Tasks
2. Appointments
3. Contacts

Recommend a solution for clinic that wants to rapidly implement a solution that optimize coordination of care for patients.
Healthcare Accelerator - rapidly develop healthcare solutions using data model and use case template

Recommend to streamline training for the workers and provide a consistent and standardized way to perform tasks.
Guides - Step by step instructions together with images, video and 3D holograms.

Benefits of using Sales Insights with D365 Sales
1. Guide sellers to focus on opportunities at risk.
2. Make suggestions for next steps in a sales process.

Which app to determine the number of customer issues reported for each product?
Customer Service Insights - gives actionable insights into critical performance metrics, operational data, and emerging trends.

Which app to identify relationship health?
Sales Insights - analyzes customer-interaction data, which helps to better understand business relationship

Which app to create a unified view of a customer from multiple data sources?
Customer Insights - unify customer data across sources to get 360 view

Recommend a solution to use AI to quickly and accurately spot trends in service.
Customer Service Insights - gives actionable insights into critical performance metrics, operational data, and emerging trends.

How to setup form for survey whenever case is close and analyze result daily?
1. Create a survey in MS Forms Pro (now is D365 Customer Voice)
2. Create a flow to send that survey that is based on case-closed trigger
3. Review responses

Omnichannel for Customer Service - Need to purchase a third-party ISV solution to use chat?
No need. Chat is an engagement channel that is available in Omnichannel for Customer Service.

Omnichannel for Customer Service - Can use text-messaging to communicate with customers?
Yes. SMS is an engagement channel that supports asynchronous mode of communication, and allows your organization to connect to customers by using text messages.

Omnichannel for Customer Service - Auto receive all omnichannel options when purchase Customer Service?
No, an additional license is required to access Omnichannel for Customer service.

Which two products are included in Microsoft Relationship Sales?
1. Dynamics 365 Sales Enterprise
2. LinkedIn Sales Navigator

Recommend solution to assign customer-specific case resolution times
SLA

Recommend solution to track how quickly cases are resolved
Timer

Recommend solution to collect customer feedback about case resolution
Microsoft Forms Pro

Is Inventory Management of the key features of D365 Field Service?
Yes. Inventory, purchasing, and returns capabilities to manage truck stock, purchase order requests and fulfillment, and product returns.

Field Service Mobile has offline capabilities only when 3rd party app installed?
No. Field Service Mobile lets you work online or offline.

SLA will work for D365 FS and CS?
Yes.

Which currency accounting type used to record the converted monetary val of fin trans in ledger acc?
Accounting - record the converted monetary value

Which currency accounting type is the secondary accounting currency that measures the converted monetary value of transactions?
Reporting - measures the converted monetary value

Which currency accounting type is the conversion of two currencies that takes place by way of a 3rd party reference currency?
Triangulation - must be converted to another

D365 Supply Chain Mgmt - Recommend a solution to purchase orders at diff intervals throught the prod process
Master planning - determine and balance the future need for raw materials and capacity to meet company goal

Which three modules are included in Dynamics 365 Supply Chain Management?
1. Product information management
2. Master planning
3. Project management and accounting

Recommend tools to help company launch new product line
1. Define products for distribution using product assortment
2. Control product distribution using trade agreement.

Recommend solutions to facilitate communication and collections for delinquent customers
1. Customer statements
2. Stop customer
3. Collection letter

Recommend a Dynamics 365 app that allows the company to manage the concentration of specific active ingredients, provide traceability of ingredients from supplier to customer, and substitute ingredients based on compound type.
D365 Supply Chain Management

D365 SC: Which module completes the manufacturing of finished goods leveraging Product Information Management, General Ledger, and other modules?
Production Control

Can Talent manage absence reporting?
Yes. (D365 Talent is now D365 HR)

Can Talent manage compensation plans?
Yes. (D365 Talent is now D365 HR)

Can Talent manage work schedules?
No

Requirement: Integrate data into CDS?
Data Integrator - pull data into CDS from various sources.

Requirement: Filter and transform data on import?
Power Query - used by CDS-Integration Services to import data into CDS entities

Requirement: Template solution for Sales and Finance?
Prospect to Cash - Data Integrator templates for integrations between model-driven apps and Fin&Ops apps.

Requirement: Near real-time integration between Fin & Model-drive apps?
Dual Write - near real-time interaction

Sales and Fin dept must collab. Fin do not have D365 licenses. What to deploy?
Office 365 Groups - provides an environment for D365 & non-D365 users to collab: single location to share docs, meetings, notes, etc.

D365 Finance: As admin, upload small number of journal entries, what to use?
Excel data connector add-in - interacts with Excel workbooks and OData services that created for publicly exposed data entities.

What to do first to link user Outlook contacts with D365?
Deploy D365 App for Outlook - can also link appointments, email, & task

Which Microsoft resource to implement an off-the-shelf sales metrics dashboard?
AppSource - Microsoft digital marketplace to located 3rd party D365 app developed by Microsoft partners.

Which authentication methods can be used with MFA?
1. Microsoft Authenticator app?
2. Voice call
3. Password

How to get info about non violating GDPR?
Microsoft Trust Center - security info site that provides info about how to provide cloud data privacy including GDPR compliance.

Conditional access policies can require MFA for users not in the company HQ?
Yes. Conditional access policies can check user's IP, if not in the range of company building, can require MFA.

Must create a key to enable encryption?
No. Microsoft generate encryption key when CDS db is created. Can use that key or gen own.

How to ensure that only employees using approved devices in approved on-prem and off-prem are allowed to authenticate?
Conditional Access - implement if-then logic

How to add new user and assign role?
1. Create user in Admin center using email address
2. Find business unit related and add the user to it
3. Assign role

Which are standard types of privileges when setting up access for entities?
1. Create
2. Read
3. Write
4. Delete
5. Append
6. Append To
7. Assign
8. Share

Which deployment option to quickly meet customisations requirements without extra time to verify?
On-prem

Can you backups D365 online at any time on own schedule?
No. Microsoft automatic backup on daily basis. Not allow manual.

Which tool for application access D365 Customer Service data using Power Automate?
Connector - securely pass requests between applications and to/from CDS.

Which to simplify sharing of data between business and analytical systems?
CDM - set of standards and data schemas provided by Microsoft & partners.

CDM or CDS handles backup and recovery of data?
CDS - backup data which sotre by CDM

CDM or CDS contain business logic, validation and automation?
CDS - define calculated fields, business rules, workflows, and business process flows

Which should use for real-time interactive visual representations of their case data?
Charts - quick and actionable visualization

Requirement: Income statement report types?
Prebuilt report - included in D365 Fin

Requirement: Trial Balance with Business Units
Report Designer - Trial balance is one of the prebuilt, but if a dimension such as business unit needs, need use report designer tool

Requirement: Budget Planning
Excel - export budget data to Excel using template, update in Excel and upload back to D365 Fin

Which is a standards-based language for financial info?
XBRL - eXtensible business reporting language

How to target people in promotional campaigns in D365 Marketing?
Segments - Customer can be grouped into segments based on demographic, transactional, or behavioral data.

Which app can integrate with D365 Fraud Protection?
D365 Commerce - Fraud Protection focuses on payment fraud within e-commerce

Requirement: Gain insights from website usage
Product Insights - collect data from your products, website, software and mobile app

Requirement: Predict customer payments
Finance Insights - customer payment predictions, budget proposals, and cash flow forecasting

How to provide customer's sales pipeline info?
Assistant studio to create insight cards - provide relevant point-in-time info related to customer's sales pipeline

How to provide customer's case history metrics?
Measures to display customer KPI on customer's card

Requirement: Assist in complex sales
Product Visualize - mixed reality tool for showcasing product

Requirement: Improve training effectiveness
Guides - holographic instruction

D365 Sales: Register and control relationship with new potential customer
1. Qualify or disqualify lead
2. Create new lead from email
3. Create opportunity for qualified lead

How to sync results of campaigns from LinkedIn with D365 Marketing?
Config lead matching strategy - LinkedIn Lead Gen own lead matching strategy for linking to existing leads/contacts

How to automate the process of arranging resource maintenance?
Universal Resource Scheduling (URS) - also can be configured so that plan are visible on schedule board

Requirement: Generate work orders on a predefined frequency for preventive maintenance.
Agreements

Requirement: Schedule multiple resources together at the same time
Crews - schedule resources together same time

How to dynamically track and record each field technician's location and proximity to a service location?
1. Geofence Alerts
2. Geofence Management
3. Geofencing for Field Service

Requirement: Distribute conversations to the best qualified agent
Skill-based routing - allocate based on agent skills

How to optimize planning customer service activities?
Service Scheduling - considers the availability of employees, facilities, and equipment to plan schedules accordingly

How to ensure consistent invoicing procedure?
Project contract - can invoice multiple projects at the same time

Requirement: Distribute charges across account
Accounts payable

Which sensitivity level is supported in D365 Business Central?
1. Sensitive
2. Personal
3. Confidential

Which modules of D365 Supply Chain Management to help maintain its supply chain flow?
1. Inventory Management
2. Sales and Marketing
3. Procurement and sourcing

Requirement: Define rules for generating distinct products
Product master - specify how distinct products are desribed

Requirement: Create a product using a product configuration tool
Product variant - defined by product dimensions of their master or configured by config tool

Requirement: Create a uniquely identifiable product with no dimensions
Product - does not vary and has not product dimensions

Which type of master plan to evaluate supply levels for core components by updating master plan in real time?
Dynamic plan - updated in real-time can help gauge point-in-time supply and demand levels

How to define discount for online sales only?
Price Group - define channel-specific discounts