Updates to the exam
Our exams are updated periodically to reflect skills that are required to perform a role. We have included two versions of the Skills Measured objectives depending on when you are taking the exam.
We always update the English language version of the exam first. Some exams are localized into other languages, and those are updated approximately eight weeks after the English version is updated. While Microsoft makes every effort to update localized versions as needed, there may be times when the localized versions of an exam are not completed on this schedule. Other available languages are listed in the Schedule Exam section of the Exam Details webpage. If the exam isn’t available in your preferred language, you can request an additional 30 minutes to complete the exam.
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Note
The bullets that follow each of the skills measured are intended to illustrate how we are assessing that skill. Related topics may be covered in the exam.
Note
Most questions cover features that are general availability (GA). The exam may contain questions on Preview features if those features are commonly used.
Skills measured as of April 3, 2023
Audience profile
Candidates for this exam are Microsoft Dynamics 365 professionals who advise stakeholders and translate business requirements into secure, scalable, and reliable solutions.
Candidates should have knowledge of the Dynamics 365 ecosystem and Microsoft Power Platform. They must have deep understanding of Dynamics 365 Finance, Dynamics 365 Supply Chain Management, Dynamics 365 Commerce, and Dynamics 365 Project Operations. In addition, they must have extensive domain knowledge in one or more industry verticals. This role requires understanding how decisions affect the overall solution.
Architect solutions (20–25%)
Define solution strategies (35–40%)
Manage implementations (20–25%)
Manage testing (10–15%)
Architect solutions (20–25%)
Gather requirements
Identify operational and organizational challenges that may affect a business
Identify existing business processes and opportunities to optimize business processes
Gather information about expected transaction volume
Categorize business requirements and perform gap fit analyses
Review and validate business requirements throughout the solution lifecycle
Define the solution architecture
Map business requirements to functional components
Evaluate whether to build versus buy for selected business requirements
Identify opportunities to implement supplemental Microsoft technologies
Use the appropriate implementation tools including Lifecycle Services (LCS) and Azure DevOps
Describe the Success by Design framework
Create solution architecture diagrams
Describe and document the solution blueprint
Define an organization including company information, locations, and structure
Document the implementation timeline including roll-out strategies
Define the business process catalog and document solution gaps
Define instances, environments, and solution components
Identify required security roles
Define solution strategies (35–40%)
Select a deployment strategy
Develop a process to manage solution code and deployment
Select a deployment model and identify instances and environments required for the selected deployment model
Describe the One Version strategy for Dynamics 365 and the effects of One Version on solutions
Segment solution development and delivery into logical phases
Provide alternative methodologies and approaches for deploying modifications
Determine solution maintenance cadence and timelines
Identify upgrade scenarios and select appropriate tools
Define an application lifecycle management (ALM) strategy
Define a code management and data flow strategy
Define a Microsoft Power Platform solution management strategy
Determine which build automation capabilities to implement
Define a roll-back strategy for solution code and data
Determine a data management strategy
Differentiate between transactional and historical data
Define data quality and data validation process
Define data cleansing and transformation strategies
Define data dependencies
Develop a data migration strategy for master, transactional, reference, parameter, and document data entities
Develop data cut-over, verification and data retention plans
Define the security architecture
Differentiate between Azure, Dynamics 365, and infrastructure security
Describe Azure and infrastructure security-related elements
Describe use cases for and capabilities of record-level and role-based security in Dynamics 365
Define the integration architecture
Select an integration pattern including OData, Microsoft Power Platform integration, Batch Data API, customer service, external web services, and office integrations.
Identify required integration and interface details
Design integrations
Define an integration testing strategy
Define the business intelligence and reporting architecture
Gather business intelligence and reporting requirements
Define data sources required to meet business intelligence and reporting requirements
Select appropriate business intelligence and reporting tools including Power BI, organizational workspaces, financial reports, SQL Server Reporting Services (SSRS), and the Electronic Reporting tool
Define printing requirements including, Document Routing Agent (DRA), modern report design layout templates, check printing, and label printing
Manage implementations (20–25%)
Describe Lifecycle Services (LCS) tools
Understand the use cases and capabilities of different LCS tools
Understand the use cases and capabilities of Business Process Modeler (BPM)
Understand the use cases and capabilities of LCS Methodologies
Create a usage profile to describe current or projected usage
Manage interactions with FastTrack
Identify the value proposition for FastTrack
Identify FastTrack engagement types and personnel roles
Describe typical types of FastTrack workshops and the inputs for each workshop
Describe go-live checklist elements
Determine support options
Develop a support plan and strategy
Define post-go-live support plans including response times and service-level agreements (SLAs)
Describe use cases and capabilities for the LCS Support tool
Determine licensing requirements
Determine the types of licenses required
Estimate the number of licenses required by using the License Sizing estimator
Describe the process for estimating ongoing software licensing costs
Manage testing (10–15%)
Define a testing strategy
Define a testing strategy that includes all required types of testing
Define a regression testing strategy
Identify opportunities for automated testing
Review use cases and test coverage for business scenarios
Determine when to use RSAT, SysTest, Postman, ATL, Azure DevOps Test Plans, and other tools
Define a performance testing strategy
Define performance goals and requirements
Identify performance monitoring and testing tools
Define performance benchmarks and success criteria
Design a performance and load testing strategy
Troubleshoot performance issues
Sample Questions and Answers
New Topic: Topic 1, City Power and Light 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
City Power and Light is a publicly traded electric utility company. The company has a corporate office,
four regional field offices, two subsidiary companies that produce solar energy, and one wind power
subsidiary. City Power and Light has 50 percent ownership in the solar energy company. The
company fully owns the wind power company but operates it separately from other businesses.
City Power and Light currently operates with varying integrated legacy systems and has difficulty
assembling company financials. Migrating these systems and workloads to a common platform
would improve visibility into the business and inform decision making. The company plans to
implement Dynamics 365.
Legacy systems
The legacy system does not have audit capability of configurable workflow based on business logic
The legacy paper-based purchasing system does not allow parent-child relationships for vendors.
Two signatures are required for purchase requisitions.
Purchase orders are entered into the system manually based on signed purchase requisitions
printed to PDF and then emailed to the vendor.
The legacy procurement system does not have a parent-child relationship for master data management.
Financials
All financial consolidate up to City Power and Light Holding, LLC.
The finance department employees are currently able to create as well as pay invoices.
Customers
Sales orders from the website are uploaded into the system manually once a day .
International and domestic customers currently post to the same receivable account. At the end of
the month, these have to be separated into domestic and international receivable accounts.
Other information
There are multiple active acquisitions expected during the implementation timeline.
The item master data for solar panel configurations has multiple variables and variants. As a complex.
General
Flexible implementation approach to support frequently changing business needs and requirements.
A phased roll-out is needed due to the complexity of the business.
Any offsite Travel meals submitted on an expense report without corresponding flight and hotel
expenses need to be reviewed.
Ten percent of vendor invoices should be reviewed to ensure they meet company policy.
Testing of business processes needs to be automated.
Customer surveys must be sent out after email customer service interactions. Surveys must
contain a rating system and a way for customers to add comments.
Employees require one central tool for internal communication, phone calls, and file sharing.
Sales representatives need an enterprise quoting tool for solar panel customers.
Technical
A cloud-based financial and operational system, accessible on mobile devices.
The ability to keep a legacy meter reading application with the ability to use the data in aggregated operating reports.
Business processes should be tested with different variables for the same process as part of the testing plan.
Functional
Establish and document business processes to assist with on-boarding new employees more efficiently.
Parent-child relationships need to be established for vendors with regional offices. Purchasing
locations vary from invoicing locations.
The ability to create automated wire payments.
Requisitions
All purchase requisitions over $50 need to be approved by a manager.
All purchase requisitions over $1,000 require senior manager approval.
Multiple purchase requisitions to the same vendor should be combined.
Sales
The item master data for solar panel configurations have multiple variables and variants. This leads
to complex quoting and sales orders.
Sales representatives must be able to create automated wire payments.
Issues
A limited number of users are available for testing.
User1 reports that the date fields are not saving during formula entry with saved variables
functionality in the RSAT tool.
The purchasing department is seeing duplicate vendor records during data conversion.
Audit notes from the prior year indicate improvement is needed in roles and responsibilities
related to financial management and security roles.
User2 reports that parts ordered on P0123 were never received and the vendor has said they
never received the PO.
User3 provides feedback that important steps during journal entry are being forgotten and new
users need hands-on guidance.
Service technicians report that they do not always have the appropriate tools or parts with them
requiring multiple service calls.
QUESTION 1
HOTSPOT
You need to recommend solutions to streamline the business processes.
Which tool should you recommend for each requirement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
QUESTION 2
DRAG DROP
You need to determine which system functionality meets the business requirement.
What should you recommend? To answer, drag the appropriate functionalities to the correct
requirements. Each functionality 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.
Answer:
Explanation:
QUESTION 3
You need to recommend a solution for the business process testing plan.
What should you recommend?
A. LCS Business process library
B. SysTest framework
C. Chain test cases
D. Derived test cases
Answer: D
QUESTION 4
You need to recommend a purchasing process based on the requirements.
Which three system capabilities should you recommend? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
A. procurement categories
B. signing limits
C. workflow
D. purchasing policies
E. security roles
Answer: CDE
QUESTION 5
You need to manage the roles and responsibilities tor security and financial management to address
concerns found in the prior year’s audit. What should you do?
A. Use security roles with segregation of duties.
B. Implement a security group for all users in finance department.
C. Use security roles with audit workbench.
D. Grant multiple security roles per user.
Answer: A
Explanation:
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