MB-920: Microsoft Dynamics 365 Fundamentals (ERP) - Quiz

Wrong: Management Reporter

Wrong: Embedded BI

Wrong: Excel Integration

SSRS Report is the correct choice because it supports both transactional and aggregate data, can be accessed internally and externally, and allows for free form design. Power BI Integration also allows for internal and external access and supports aggregate data, but it does not support transactional data. Excel Integration, Embedded BI, and Management Reporter do not meet all the requirements.

Create reporting solutions - Finance & Operations | Dynamics 365 | Microsoft Learn

Implement built-in KPIs, charts, and other reporting components - Training | Microsoft Learn

Wrong: Directly add new fields to the standard table by modifying its structure.

Wrong: Use the SysOperation framework to handle the CRUD operations for the new fields.

Creating a new table with additional fields and establishing a foreign key relation to the standard table is a best practice when more than 10 fields are added, as it avoids modifying the original table structure. Utilizing the SysExtensionSerializer framework allows for automated CRUD operations on the new table, aligning with best practices. Directly modifying the standard table structure is not recommended as it goes against best practices. The SysOperation framework is not used for CRUD operations on table fields but rather for batch processing and interactive operations.

Finance and operations apps frameworks - Training | Microsoft Learn

The correct answers are:

✅ 1. Extend the data entity CustCustomerV3

• You must extend the existing data entity (CustCustomerV3) to include the new fields that were added to CustTable.

• This is the standard approach to make new fields available for import/export operations via data entities.

✅ 2. Extend the table CustCustomerV3Staging

• For asynchronous data transfer (such as Data Management framework import/export), staging tables are used.

• You must also extend the staging table (CustCustomerV3Staging) to include the new fields so that they can participate in batch data processing.

❌ Incorrect Options:

• Create a code extension for the data entity
  ❌ Not required if you're only adding fields — this can be done via metadata extension (no custom code unless special logic is needed).

• Duplicate the data entity CustCustomerV3
  ❌ Duplicating is not recommended — it causes maintenance issues and breaks the standard upgrade path.

✅ Final Correct Answers:

• ✅ Extend the data entity CustCustomerV3

• ✅ Extend the table CustCustomerV3Staging

This item tests the candidate’s knowledge of workflows. Workflows are a part of the accounts receivable approval process.

You can change specific fields for a customer and then send those changes for approval by using the workflow before they are added to the customer. Create change proposals is an option so that all fields will be changed except the fields that are enabled for the workflow. Creating customer posting profiles lets you assign general ledger accounts and document settings to all customers, a group of customers, or a single customer; it has nothing to do with workflows. Creating sales order invoices first has to do with invoicing a sales order and nothing to do with workflows.

Workflow types for business processes - Training | Microsoft Learn

Customer workflow - Finance | Dynamics 365 | Microsoft Learn

This item tests the candidate's knowledge of configuring a Dynamics 365 Supply Chain Management product and delineating between a product item and a service.

The Service **** product type is used to describe service products. The technical support in the requirements is a service offering and the company is selling hourly labor to customers to troubleshoot issues. The Item **** product type is for products that are purchased, and you can use them for consumption, distribution, and resell, and you can include them in the production of manufactured (BOM) items. The Search name field is an optional secondary name field for products and released products which allows for quicker searching. The Vendor **** field is a lookup to the list of available suppliers. Since this is an in-house service offering and not an item, no vendor is required.

Concept of a product - Training | Microsoft Learn

Product identifiers - Supply Chain Management | Dynamics 365 | Microsoft Learn

Product information overview - Supply Chain Management | Dynamics 365 | Microsoft Learn

This item tests the candidate’s knowledge of bill of materials.

Bill of materials is what you would use for the building blocks for a dimension-based product configuration. The warehouse management process lets you manage warehouse processes in manufacturing, distribution, and retail companies. Forecast together with Planning optimization accounts for expected demand in your master planning. Operations scheduling is used to provide a general estimate of the production process over time.

Manage a discrete product BOM and route for versioned products in Dynamics 365 Supply Chain Management - Training | Microsoft Learn

Create a bill of materials for a dimension-based product master - Supply Chain Management | Dynamics 365 | Microsoft Learn

This item tests the candidate’s knowledge of trade agreements that are set up under sales and allow for discounts. It is a capability of purchasing and sales.

This agreement is considered a discount and would need to be set up and activated in the Price /discount agreement journal. Unit conversions is where you set up the different unit of measurements or conversion to other unit of measurements for each product. Category hierarchy is used to classify products for export, procurement, sales, or other purposes. Product identifiers give each product a unique number or ID.

Work with trade agreements - Training | Microsoft Learn

Create a new trade agreement - Supply Chain Management | Dynamics 365 | Microsoft Learn

This item tests the candidate’s knowledge of using a sales order, which is part of the purchase and sales functionality.

You should hold the inventory for the VIP customer. Generating a pick list would just generate the list that needs to be packed. Putting a hold on the order would put the whole order on hold, and it would not be processed until it was taken off hold. Adding line details would do nothing to get the first set of inventories that arrives.

Set up order to cash in Dynamics 365 Supply Chain Management - Training | Microsoft Learn

Reserve inventory quantities - Supply Chain Management | Dynamics 365 | Microsoft Learn

✔️ Credit and collections managers can use this central view to manage collections. Collection agents can begin the collections process from customer lists that are generated by using predefined collection criteria, or from the Customers page.

❌ Use accounts receivable to track customer invoices and payments that you receive from customers.

Use accounts payable to track invoices and outgoing expenditures to vendors.

Use general ledger to define and manage the company’s financial records. The general ledger is a register of debit and credit entries. These entries are classified by using the accounts that are listed in a chart of accounts.