Microsoft Microsoft Certifications MB-800 Questions & Answers

• Question 131:

  DRAG DROP

  A company is replacing their current solution with Dynamics 365 Business Central.

  During the user acceptance testing, you identify several gaps in the solution.

  You must add new functionality to the accounts receivable role center to allow order entry clerks to view the number of sales orders that they have created for the month to date. Clerks must be able to move the new role center element to

  another position on their interface.

  Accounts receivable clerks each have a specific order in which they enter sales order data. You must optimize the order entry process for these users.

  You need to configure the system.

  Which features should you use? To answer, drag the appropriate features to the correct requirements. Each feature 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:

  

  Correct Answer:

  

  Box 1: Designer

  The changes you make in Designer will apply to all users.

  Here is a quick overview of capabilities in Designer:

  

  Box 2: Personalization

  Use of Quick Entry in combination with Personalization to streamline the tab order for fields in the Sales Order page.

  Launch Personalization and adjust the Quick Entry setting.

  Reference:

  https://docs.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/devenv-inclient-designer

  https://www.wipfli.com/insights/articles/tc-dynamics-365-business-central-april-new-features-part2

• Question 132:

  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.

  Select and Place:

  

  Correct Answer:

  

  Step 1: On the User Groups page select the D365 ACCOUNTANTS code.

  Step 2: One the Permission Sets page select the D365 ACCOUNTANTS permission set.

  Step 3: Use the Copy Permission Sets function.

  To copy a permission set

  When you create new permission sets, you can use a copy function to quickly carry all the permissions of another permission set to a new permission set.

  Step 4: Assign a New Permission Set name to AUDIT.

  A permission set is a collection of permissions for specific objects in the database. All users must be assigned one or more permission sets before they can access Business Central.

  Step 5: Edit the permissions for Permission Set AUDIT.

  To create or edit permissions

  In the Permission Sets window, select the line for a permission set, and then choose the Permissions action.

  In the Permissions window, create a new line or edit the fields on an existing line.

  Step 6: Set the Insert, Modify, and Delete permission to No for all permission lines.

  Reference: https://business-central.to-increase.com/md/en-US/ui-how-users-permissions

• Question 133:

  DRAG DROP

  A company uses Dynamics 365 Business Central.

  You need to configure the system for new customers.

  Which features should you use? To answer, drag the appropriate features to the correct requirements. Each feature 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:

  

  Correct Answer:

  

  Box 1: Document Layouts

  You define a document layout for a customer or vendor

  Box 2: Document Sending Profile

  You can set each customer up with a preferred method of sending sales documents, so that you do not have to select a sending option every time you choose the Post and Send action.

  On the Document Sending Profiles page, you set up different sending profiles that you can select from in the Document Sending Profile field on a customer card.

  Reference:

  https://docs.microsoft.com/en-us/dynamics365/business-central/ui-define-customer-vendor-document-layouts

  https://docs.microsoft.com/en-us/dynamics365/business-central/sales-how-setup-document-send-profiles

• Question 134:

  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.

  Select and Place:

  

  Correct Answer:

  

  Using Security Filters Creating security filters You create security filter by using the Business Central client. You set security filters on permission sets, which you assign to users.

  1.

  Open the Permission Sets page.

  2.

  On the Permission Sets page, select the permission set to which you want to add a security filter, and then choose Permissions. (Step 1: Select the Permission set and select Permissions)

  3.

  On the Permissions page, in the row for the table data to which you want to add a security filter, select the Security Filter column to open the Table Filter page.

  (Step 2: Select the Security Filter column in the Sales Header row.)

  4.

  In the Table Filter page, in the Field Number column, select the field on which you want to limit a user's access.

  (Step 3: Select the field number for the Salesperson code.)

  5.

  In the Field Filter column, enter the value of field that you want to use to limit access.

  (Step 4: Enter the Salesperson code)

  Reference: https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/security/security-filters

• Question 135:

  DRAG DROP

  A company uses Dynamics 365 Business Central.

  The company bills thousands of sales invoices for recurring subscription services on a monthly basis.

  You need to ensure recurring sales invoices are automatically created for the same subscription services.

  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:

  

  Correct Answer:

  

  Step 1: Open the Customer List page and select the customer for recurring billing services. Click on the customer, select Related Sales, and then Recurring Sales Lines.

  If you often need to create sales lines with similar information, you can set up standard lines that you can then insert on recurring sales documents, for example, for recurring replenishment orders.

  Set up recurring sales lines

  Choose the Search icon, enter Recurring Sales Lines, and then choose the related link.

  On the Recurring Sales Lines page, choose the New action.

  On the General FastTab, fill the fields as necessary. Hover over a field to read a short description.

  On the Lines FastTab, enter information in the fields to prepare sales lines that reflect the standard lines that you expect to use as recurring lines on sales documents.

  Step 2: Assign the Standard Sales line card to reoccurring subscription services.

  Assign recurring sales lines to a customer.

  Assign one or more recurring sales lines to a customer so that they are available to insert on sales documents for that customer.

  Choose the Search icon, enter Customers, and then choose the related link.

  Open the card for a relevant customer.

  Choose the Recurring Sales Lines action.

  On the Recurring Sales Lines page, select codes for the recurring sales lines that you want to be able to insert on sales documents for the customer.

  Fill in the other fields to define when, how, and where the recurring sales lines are to be used.

  If you plan to use the recurring sales lines set together with the Create Recurring Sales Invoices batch job, use the Valid From Date and Valid To Date fields to restrict when the recurring sales lines are used for creation of invoices.

  6. In the four fields where you select how the lines are inserted on four document types, select one of the following options.

  *

  Automatic(correct, see step 3 below):

  *

  Manual (incorrect)

  *

  Always ask (incorrect)

  Step 3: Update the Insert Rec. Lines on Orders on Invoices to automatic

  *

  Automatic

  If multiple recurring sales lines exist for the customer, you will get a notification from where you can pick which one to insert. If only one recurring sales line exists, it will be inserted automatically.

  This only works if the new document was created from a document list, for example by choosing the New action on the Sales Orders page. It does not work if the document was created from a customer card, for example.

  Step 4: Run the Create Recurring invoices task batch job.

  Create multiple sales invoices based on recurring sales lines.

  You can use the Create Recurring Sales Invoices batch job to create sales invoices according to standard sales lines that are assigned to the customers and with posting dates within the valid-from and valid-to dates that you specify on the

  standard sales lines.

  Choose the Search icon, enter Create Recurring Sales Invoices, and then choose the related link.

  On the Create Recurring Sales Invoices page, fill in the fields as necessary.

  In the Code filter field, enter the code for standard sales lines that are assigned to a customer that you want to create sales invoices for.

  Choose the OK button.

  Sales invoices are created for the customers with the specified standard customer sales code, and any specified direct-debit information, for posting on the specified date.

  Incorrect:

  * Configure the Standard Sales Lines Card..

  Reference: https://learn.microsoft.com/en-us/dynamics365/business-central/sales-how-work-standard-lines

• Question 136:

  DRAG DROP

  A company uses Dynamics 365 Business Central.

  You need to create filters for ledger entries.

  Which features should you use? To answer, drag the appropriate features to the correct requirements. Each feature 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:

  

  Correct Answer:

  

  Box 1: Views

  Some lists include the Views section. Views are variations of the list that have been preconfigured with filters. You can define and save as many views as you want per list. The views will be available to you on any device you sign into.

  Box 2: Filter list by

  Filter list by: This section is where you add filters on specific fields to reduce the number of displayed records. To add a filter, choose the + Filter action. Then, type the name of the field that you want to filter the list by or pick a field from the

  drop-down list.

  Box 3: Filter totals by

  Some lists that display calculated fields, such as amounts and quantities, will include the Filter totals by section where you can adjust various dimensions that influence calculations.

  Reference:

  https://docs.microsoft.com/en-us/dynamics365/business-central/ui-enter-criteria-filters

• Question 137:

  DRAG DROP

  You need to configure the purchase order process for a 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.

  Select and Place:

  

  Correct Answer:

  

  Step 1: Change the Purchase Order to a status of Released.

  Step 2: Create a warehouse receipt.

  When items arrive at a warehouse that is not set up for warehouse receipt processing, you simply record the receipt on the related business document, such as a purchase order, a sales return order, or an inbound transfer order.

  Step 3: Add items including quantity to the lines

  Receive items with a purchase order

  The following describes how to receive items with a purchase order. The steps are similar to those for sales return orders and transfer orders.

  1.

  Choose Search icon, enter Purchase Orders, then choose the related link.

  2.

  Open an existing purchase order, or create a new one. Learn more at Record Purchases.

  3.

  In the Qty. to Receive field, enter the received quantity. (Step 3)

  4.

  Choose the Post action. (Step 4)

  The value in the Qty. Received field is updated. If this is a partial receipt, then the value is lower than the value in the Quantity field.

  Step 4: Select Post and Receive

  Reference: https://learn.microsoft.com/en-us/dynamics365/business-central/warehouse-how-receive-items

• Question 138:

  DRAG DROP

  A company uses Dynamics 365 Business Central.

  A user creates two accounts for the same vendor. Both accounts have open vendor ledger entries.

  You need to merge any open entries from the second vendor account to the first vendor account and then delete the second vendor account.

  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.

  Select and Place:

  

  Correct Answer:

  

  Merge Duplicate Records

  The following procedure is based on a customer card. The steps are similar for a vendor and contact cards.

  1.

  Choose Search icon, enter Customers, and then choose the related link.

  2.

  Select the customer that you know or suspect that a duplicate record exists for, and then choose the Edit action.

  3.

  On the Customer Card page, choose the Merge With action.

  (Step 1: On the Vendor Card page, choose the Merge with action.)

  4.

  On the Merge Duplicate page, in the Merge With field, select the customer that you believe is a duplicate of the one you have opened, indicated in the Current field.

  (Step 2: Select the duplicate customer(sic!) in the Merge With field.

  Should read: Select the duplicate vendor in the Merge With field.)

  ..some details omitted..

  5.

  For each field where you want to use another value than the current one, select the Override check box. The value in the Alternate Value field will then be transferred to the current record when you complete the process.

  6.

  When you have finished selecting which values to keep or override, choose the Merge action.

  (Step 3: On the Merge Duplicated page, choose the Merge action)

  For each field where you want to use another value than the current one, select the Override check box. The value in the Alternate Value field will then be transferred to the current record when you complete the process.

  When you have finished selecting which values to keep or override, choose the Merge action.

  7.

  If no conflicts are found, choose the Yes button in the confirmation message box.

  8.Etc.

  Reference: https://learn.microsoft.com/en-us/dynamics365/business-central/sales-how-merge-duplicate-records

• Question 139:

  DRAG DROP

  A company uses Dynamics 365 Business Central.

  The accounting manager wants partially shipped and invoiced sales orders that will not be fulfilled to not be displayed on the active page (Open Sales Order list). Deleted sales orders must be available for reporting of ordered and delivered

  quantities.

  You need to configure sales orders.

  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.

  Select and Place:

  

  Correct Answer:

  

  Step 1: Enable Archive Sales Orders in Sales and receivables Setup.

  The following procedure describes how to set up automatic archiving of sales documents. The steps are similar for purchase documents.

  1.

  Choose the Lightbulb that opens the Tell Me feature. icon, enter Sales and Receivables Setup, and then choose the related link.

  2.

  On the Archiving FastTab, specify whether to turn on automatic archiving for the various types of sales documents. Hover over a field to read a short description.

  You can set up automatic archiving of sales and purchase orders, quotes, blanket orders, and return orders. When automatic archiving is turned on, a new version of the archived document is created when someone does the following things:

  Changes or deletes a document.

  Prints, downloads, or sends a document by email.

  Converts a quote to an order or invoice.

  Posts an order.

  Step 2: Change the sales order status to Open.

  Step 3: Reduce the sales order quantity to match the shipped quantity.

  Step 4: Change the sales order status to Released.

  Step 5: Run the Delete Invoiced Sales Order Job.

  If you work with sales orders, and you ship the line from the sales orders, but you post them from a sales invoice, where you have collected the sales shipment line, then you have some open sales orders that you would like to delete, you can

  do that manually or you can do that with a batch job.

  Reference:

  https://usedynamics.com/business-central/sales/delete-with-batch-job/

  https://learn.microsoft.com/en-us/dynamics365/business-central/across-how-to-archive-documents

• Question 140:

  DRAG DROP

  A company uses Dynamics 365 Business Central.

  You need to configure the system to meet the following requirements for a purchasing agent:

  1.

  Create and post purchase documents including purchase receipt lines.

  2.

  Do not allow agents to read general ledger (G/L) or bank balances.

  3.

  Restrict access to view G/L amounts.

  4.

  Ensure that purchasing agents can select G/L codes on purchase documents.

  You need to restrict access to view G/L amounts.

  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.

  NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.

  Select and Place:

  

  Correct Answer:

  

  Box 1: Select the permission sets you want to modify.

  Update the user permission sets in Dynamics 365 Business Central, removing the current permission set and adding the new permission set.

  Box 2: Remove page permissions for chart of accounts, G/L entries, and G/L account card.

  Box 3: Assign a permission set to a user.

  Reference: https://www.boyerassoc.com/blog/how-to-use-permission-set-filtering-in-dynamics-365-business-central/