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HOTSPOT -
A company creates blanket purchase orders from inbound documents that are sent to Dynamics 365 Business Central by purchasing agents.
When a new blanket purchase order is created with a certain item, the system must send a procurement supervisor a request to approve the purchase order.
Purchase orders must not be posted until the procurement supervisor approves the purchase order.
You need to configure the system. To answer, select the appropriate options in the answer area
NOTE: Each correct selection is worth one point.
Hot Area:

DRAG DROP -
A company is implementing Dynamics 365 Business Central.
You need to create posting details for the master data.
Which setting should you use? To answer, drag the appropriate settings to the correct requirements. Each setting 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:

DRAG DROP

A company uses Dynamics 365 Business Central. You grant the financial bookkeeper the D365 ACCOUNTANTS permission set.

An auditor plans to perform an annual accounting audit. The auditor must have access to the same data as the bookkeeper but with view-only permission.

You need to create the permission set for the auditor.

In which order should you perform the actions? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.

HOTSPOT

A company uses Dynamics 365 Business Central. There are three departments (ADM, PROD and SALES) that are set up as dimensions.

A customer wants to speed up the purchase invoice entry process for building materials by having the AP clerks fill purchase invoices without using dimensions. Monthly building expenses can vary between $5,000-$7,000 per month. The allocation of building expenses is as follows:

Allocation of the monthly building expense between dimensions is required at the end of each month.

You need to configure the system to automatically allocate building expense total balances each month between dimensions.

How should you configure recurring general journals? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

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 configuring default reports and layouts in Dynamics 365 Business Central.

You must add new data items to the report and change the layout associated with the default Purchase Order report.

A developer creates and deploys a new report object that includes the new data items and layout.

You need to configure Business Central to use the new report object as the system default when printing purchase orders.

Solution: On the Report Layout Selection page, select the new report object. Update the value to Custom Layout and select the updated layout.

Does the solution meet the goal?

DRAG DROP

You are implementing Dynamics 365 Business Central for a client.

You need to ensure that the user interface (UI) meets the client’s requirements.

Which approach should you use? To answer, drag the appropriate approaches to the correct requirements. Each approach 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.

DRAG DROP

A company uses Dynamics 365 Business Central. The company has two finance managers.

You need to configure approval workflow for purchase orders. Only one manager is required to approve a purchase order.

How should you complete the configuration? To answer, drag the pages to the correct requirements. Each page 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.

DRAG DROP

A company uses Dynamics 365 Business Central. You group salespeople into teams and assign each team a Salesperson code.

A salesperson reports that they can see the sales orders for other sales team members.

You need to ensure that sales team members can only see sales orders that they create.

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.

You are implementing Dynamics 365 Business Central Online.
Users must be added to Business Central for the first time.
You need to add the users.
Which action should you use?

DRAG DROP

A company uses Dynamics 365 Business Central.

The sales department requires an approval process for new products. A sales order of more than $10,000 must be approved by the sales director.

You need to set up a sales approval workflow.

Which page should you use? To answer, drag the appropriate pages to the correct requirements. Each page 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.

HOTSPOT

A company uses Dynamics 365 Business Central.

The company plans to configure a customer card based on the following requirements:

• Process payments through a bank account.
• Bill a different customer for invoices.
• Print invoices in a specific language.

You need to configure the customer card.

Which components should you use? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

HOTSPOT

A company uses Dynamics 365 Business Central.

The company plans to implement a cash receipt journal batch based on the following requirements:

• The cash receipt journal batch must use a bank account by default.
• The cash receipt customer payments must be archived automatically in the posted journals.

The company uses the accrual basis for accounting.

You need to configure the cash receipt journal batch.

Which options should you use? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

A company is using Dynamics 365 Business Central. The finance manager creates a new general ledger (G/L) account.

You need to configure the system to include the G/L account in the general journal reconciliation window.

What should you do?

You are a functional consultant configuring items in Dynamics 365 Business Central.

You are configuring multiple units of measure for an item that has a base unit of measure of PCS and an additional unit of measure of BOX. One BOX holds 20 PCS of an item.

You need to define the relationship between the units of measure.

Which value should you populate on the Item Units of Measure page for the item?

DRAG DROP

A company uses Dynamics 365 Business Central.

You need to duplicate a company based on the existing Dynamics 365 Business Central company.

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.

DRAG DROP

You set up a new company for a client. The client provides you with a Microsoft Excel file that contains master data for vendors and vendor bank accounts details.

You need to import vendor master data and relevant bank account details by using a configuration package.

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 company uses Dynamics 265 Business Central.

The company plans to use multiple unit prices for the same items from different vendors.

You need to configure the purchase price of the items.

In which two locations can you configure the purchase price? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

HOTSPOT

A client plans to implement Dynamics 365 Business Central.

You need to configure the system.

Which value posting type should you use? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

DRAG DROP

A company implements Dynamics 365 Business Central.

The company must import the following opening balances into Dynamics 365 Business Central:

• Item
• Bank
• Customer

You need to implement tools to import opening balances.

Which components should you use? To answer, drag the appropriate components to the correct opening balances. Each component 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.

DRAG DROP -
You set up a new company for a customer.
The customer provides you with a Microsoft Excel file that contains master data.
You need to import the master data by using configuration packages.
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.
Select and Place:

DRAG DROP

A company implements Dynamics 365 Business Central.

The company stores master data for vendor opening balances in an Excel file. Most of the vendors use a foreign currency for open balances. The balancing account is preselected on the journal batch.

You need to import the vendor opening balances by using configuration packages.

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.

DRAG DROP

A company uses Business Central. The company recently restructured. The company has only a few posted entries.

You need to change the Global Dimensions in Business Central to reflect the restructure.

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.

HOTSPOT

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 questions in 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 in 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

Northwind Traders is an independent, family-owned business. The company distributes natural pet products in the Northwest region of the country/region. Products are purchased directly from manufacturers and distributed by using its own fleet of trucks.

When the company started, deliveries were within a three-hour radius of the warehouse. Due to regional growth, current deliveries require drivers to stay overnight on some routes. The company plans to open a second warehouse to expand the region and eliminate overnights for route drivers. The company also plans to hire a second group of employees to run operations in this new location. The finance and accounting teams will remain in the original location.

The company uses a third-party system for financials and order management. The finance department stated that the company’s fiscal year begins on July 1 and ends on June 30. The mm/dd/yyyy date format is used.

As part of the expansion, the owner plans to upgrade to an ERP system and use Business Central to fulfill the company requirements and manage growth.

Current environment

Orders

• Orders are emailed to customer service and manually keyed into the inventory system.

Pricing and discounts

• Customer pricing is determined by the customer market type. Customer market types are Retail, Veterinarian, and Breeder. Each customer is associated with only one market type.
• Vendors offer monthly promotions to customers by item, brand, or item category.
• Invoices should show each customer’s base price, the discount amount, and the net price.

Accounts payable

• The company wants to expand vendor payment options in the new system.

Requirement

Customers

• The sales team must be able to do the following:
o Quickly set up new customers with the proper settings based on customer type.
o Identify customers by market type. Customer posting groups will be used to identify which market the customer belongs to.
• Base price is determined by the customer market type.
• The sales department should receive a warning when entering the order if a customer is over their credit limit.

Sales

• Customer discounts are offered for specific time frames by item, brand, or product category. Discounts should be added to sales lines automatically.
• Discounts must post to a unique general ledger (G/L) account.
• The business needs to be able to track revenue by location, market, and product category dimensions. Locations 100 and 200 will be set as default dimensions on the two warehouse locations. Food, treats, toys, and supplies are the required product categories, which will be set as default dimensions on the item cards. Each customer card will have a default market dimension.
• The sales manager wants to delete canceled orders and automatically archive them.

Warehouse

• Orders will be fulfilled from two possible warehouse locations.
• Product will be transferred between locations by using transfer orders.

Sales invoices

• Invoices will be posted after delivery.
• Invoices will be emailed to the customer.
• The sales department must be able to quickly correct posted invoices for the following scenarios:
o Posted invoices that have not been paid.
o Posted invoices that have been paid.
o Posted invoices created from sales orders.
o Posted invoices not created from sales orders.

Accounting

• The finance department requires that the company has 12 monthly accounting periods per fiscal year.
• Finance department users must be able to reconcile the accounts receivable (AR) subledger to the G/L account at month end.
• AR department users need the ability to settle and close invoices when customers take payment discounts after the payment discount date has passed. AR users should be allowed to accept or reject the payment tolerance.
• Accounts payable (AP) department users must be able to pay vendors by electronic funds transfer (EFT) and use a payment journal batch named EFT to process payments.
• When viewing G/L entries, the finance and accounting teams must be able to see debits and credits instead of a positive or negative amount.
• The company needs to be able to track expenses by department and location. The departments are sales, operations, and administration.
• AR must be able to correct cash application entries.

Issues

Payment application

• Customers may have several stores that are responsible for their own orders and payments.
• Occasionally, AR clerks mistakenly apply payments to the incorrect customer invoice.

Invoicing

• When items are delivered, customers refuse the items for reasons such as damaged or wrong item.
• After the invoices are posted, they must be corrected, which is time-consuming.

Warehouse

• The sales department and warehouse managers must have visibility into products that are in the process of being transferred between locations.

Accounts

• Customer accounts are difficult to view by market type.
• The finance team does not have the ability to report revenue by customer type.

Accounting

• AR users often find variances between the AR subledger and G/L account.
• Customers often take the payment discount after the payment discount date has passed, leaving open invoices for small amounts.
• The AP department is unable to pay vendors by EFT in the current system.
• Finance and accounting team members have trouble validating postings when they use only the amounts field on G/L entries.
• The finance department is unable to run financial reports by market. All revenue postings must reference a market.

You need to configure retail store customer cards to track revenue by market.

Which configuration should you use? To answer, select the appropriate option in the answer area.

NOTE: Each correct selection is worth one point.

DRAG DROP

A company plans to set up an approval process for purchase orders in Business Central.

The approval process must automatically send out an approval request as soon as a purchase order is created. Purchase orders that require approval must be for an amount of $600 or more.

You need to configure the approval workflows.

Which areas should you configure for each use case? To answer, drag the appropriate areas to the correct use cases. Each area 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.

You are configuring Dynamics 365 Business Central security settings.

You assign the following permission sets to a user:

You need to determine how the system handles the user's permissions.

What is the outcome of the user permission configuration?