Case Study 1 - Wide World Importers
Background
Wide World Importers sell office supplies, furniture, and fittings to their customers across the United States. The company has the following locations:
* a retail store in Seattle
* a warehouse in Seattle
* a customer support and call center in Atlanta
* a team of field workers that provide furniture installation services at customer sites.
Wide World Importers plans to implement Dynamics 365 Finance and Microsoft Azure cloud platform features.
Current environment
Customers may place orders by email, phone, or by using the company's website. The company authorizes and processes credit card transactions by using a web-based application. Customer, inventory, supplier, and other master and transactional data is stored in a legacy database.
The company collects feedback from customers by phone or a form on the company's website and maintains the data in a Microsoft Excel workbook.
Wide World Importers runs on-premises applications to manage payroll and workers compensation. The company has a set of Microsoft Power BI dashboards that present data from a reporting database.
The company creates a Lifecycle Services (LCS) implementation project and completes Dynamics 365 Finance onboarding.
The company maintains production, quality assurance (QA), development, user acceptance testing (UAT), and build environments.
Requirements
General
* You must configure a cloud-based Dynamics 365 Finance development environment and enable code extension that support updates.
* You must configure version control and a Build environment.
* You must migrate all legacy data to the new system.
* You must implement best practices for X++ coding, the data model, caching, and security.
* All new code must be unit tested in a development environment and then validated by the QA team before code is added to source control.
Business processes
* You must configure vendor trade agreements.
* Products must be shipped directly from suppliers to customers depending on customer location to save indirect costs.
* You must collect customer feedback on products shipped directly from vendors.
* You must deploy code to a UAT environment for testing before deploying code to production.
* You must validate all entries for the purchase order creation form.
* You must develop a web portal that allows customers to browse products, place orders, and check order status. Product data for the web portal must be integrated as periodic batches.
Business systems
* You must install and configure a third-party solution for credit card processing within Dynamics
365 Finance. The third-party company will provide a deployable package.
* The workers compensation application must be able to call an API to update worker compensation details in Dynamics 365 Finance.
* You must develop a process to import payroll journals into the system.
* You must configure the warehouse mobile device portal for warehouse operations.
* You must install a third-party solution to support web portal integration. The solution is supplied as a source code model file.
Vendor exclusion list
You must develop a new solution to maintain a Vendor exclusion list for each customer and item combination. The solution must meet the following requirements:
* Isolate all new vendor exclusion codes as a new assembly by creating a table named VendExclusions.
* Create an index for the table named PrimaryIdx that uses the following fields: CustAccount, ItemId, VendAccount.
* Ensure that users can open the Vendor Exclusion list report from the customer master form.
The list must display the customer account, Item ID, and Vendor account fields.
* Implement the Excel integration for the Vendor Exclusion List form.
* Provide functionality to periodically export the Vendor exclusion list to prepare reports by using standard reporting capabilities of Dynamics 365 Unified Operations.
* Develop necessary security permissions to view and maintain the new Vendor exclusion list functionality and reporting. Users with maintain rights will be able create, update, and delete the exclusion list. Permissions must be assigned to security roles to match company security model.
* Maintain referential integrity with other tables.
* Users must be presented with a warning message before a direct delivery purchase order is created for a vendor in exclusion list.
* Sales managers must be alerted when a new exclusion record is added to the system.
Security
* You must implement the record level audit feature to identify the users who created the record.
* Grant specific users rights to maintain the vendor exclusion list by using Excel.
* You must implement validation to check whether a proposed direct delivery purchase order vendor is on the exclusion list for the customer and product combination.
Issues
User1 is not able to access many features in the system. You must provide User1 administrator rights.
A sales manager suspects a data-related issue in the vendor exclusion list. User1 must identify the user who created the referenced exclusion records.
Developer2 joins the company and does not have access to a development environment or source control.
User2 reports performance issues when they generate direct delivery purchase orders after current updates are applied.
User2 reports that they cannot access new functionality and reports.
You need to configure security for the Vendor Exclusion List report.
What are two possible ways to achieve this goal? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

• A. Create a new privilege and assign it to an output menu item. Add the new privilege to a duty extension and then add the duty extension to a role.
• B. Create a new privilege, add a reference to an output menu item, and then add the new privilege to a role.
• C. Create a new privilege extension and add an output menu item. Add the privilege to a duty extension and then to a role extension.
• D. Create a new security policy and add an output menu item. Add the new security policy to duty extension and then to a role extension.

Drag and Drop Question
A company uses Dynamics 365 Finance.
You create a form in the Accounts Payable module where a list of customers and their bank accounts is displayed. You also create a display menu item to add to the Accounts Payable menu.
You must create a privilege to only view the records and a duty to allow the standard Accounts Payable clerk to access the form.
You need to configure the security items.
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.

A company has a Dynamics 365 finance and operations app.
A user requests a new field named MarkupGroup in the CustCustomerV3Entity data entity. The new field is based on the MarkupGroup field from the CustTable data source. The user plans to use the new field to publish changes to the finance and operations system by using Microsoft Excel. You add the field to the CustCustomerV3Entity data entity and run a database synchronization.
You need to ensure that the user can publish changes with the new field in the CustCustomerV3Entity data entity by using Excel.
What should you do?

• A. Use the Get External Data functionality in Excel to connect to the finance and operations SQL Server Database and select the CustCustomerV3Entity data entity.
• B. From the All customers list page in the finance and operations app, select the Office logo on the Action Pane, and choose the Export to Excel option.
• C. From the All customers list page in the finance and operations app, select the Office logo on the Action Pane, and choose the Open in Excel option.
• D. Use the Data Connection Wizard in Excel to connect to finance and operations using an ODBC connection and open the CustCustomerV3Entity data entity into the workbook for testing.

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.
A company uses Dynamics 365 finance and operations apps.
You have a custom enumeration named CarType. The enumeration has the following elements:
Sedan, SUV.
You must extend CarType and add a new element named MUV to CarType.
You need to develop a solution that meets the requirements.
Solution: Set the is Extensible property to false for the CarType enumeration. Create a new enumeration to add the MUV element.
Does the solution meet the goal?

• A. Yes
• B. No