- ATrue
- BFalse
Implement reporting - Quiz
- AFiscal calendar and currency
- BChart of accounts, Ledger
- CProper security for the end-user
- DAll
- ARemove the unused fields from the report.
- BKeep the unused fields.
- CUse a data slicer to filter the data.
- DDelete the unused fields from the table.
- A There is no difference.
- BOpen in Excel uses data entities that let you publish changes to the data back to finance and operations.
- COpen in Excel uses the grid data.
- DYou can’t filter data through Open in Excel, but you can with Export to Excel.
- AFinancial Reporting
- BPower BI
- COperational views
- DSSRS reporting
- AExport the customized reports to a shared network location and provide users with access to this location.
- BModify the source code of the Customer Service workspace app to include links to the customized reports.
- CCreate a new Power BI workspace and import the customized reports into this workspace.
- DOpen the Customer Service workspace app in App Designer, create a new URL page, enter the required information, and save and publish the changes.
- ASelect 'Get Data' from the Home ribbon and then select 'OData Feed'.
- BUse the 'Import Data' option from the File menu.
- CCreate a new Power BI report and select 'Dynamics 365 for Fin & Ops' as the data source.
- DDownload the finance and operations apps data and import it into Power BI.
- APowerPivot extension in Excel
- BDirectQuery technology in Power BI
- CPower Query extension in Excel
- DSSRS integration
- ALeverage the Electronic reporting tool to configure financial report formats as required.
- BImplement Power BI integration to design interactive financial dashboards within Dynamics 365.
- CUtilize the Financial reporting feature in Dynamics 365 Finance to create and customize financial reports.
- DAll Options are correct
- APower Automate
- BAzure Logic Apps
- CPower BI
- DPower Apps
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🟢 Correct Answers: 🔴 Wrong Answers:
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Quiz Information
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Quiz Analytics
Implement reporting - Quiz
Guest User
Time Taken: Questions: Answered: Not Answered:
Correct Answer:
Wrong Answer:
Percentage: %
- A. True
- B. False
Remarks:
Explanation:
Justification:
- True: This statement is true. Visuals created in the PowerBI.com cloud service can be pinned directly into the AX client. These tiles can also support drill down into the underlying data.
Related Lesson: Business Intelligence
- A. Fiscal calendar and currency
- B. Chart of accounts, Ledger
- C. Proper security for the end-user
- D. All
Remarks:
Explanation:
Justification:
- The fiscal calendar and currency must be set up before viewing the financial reports that come out of the box. These are critical components of financial reports.
- A chart of accounts must be set up to use financial reporting. This way, reports can be broken out my different accounts.
- A ledger must be configured before using financial reporting. This is where a majority of financial data will originate from.
- The end-user must have the correct privileges and duties assigned to them in order to run the financial reports. For example, they may be assigned the role of Security Administrator.
Related Lesson: Reporting Services
- A. Remove the unused fields from the report.
- B. Keep the unused fields.
- C. Use a data slicer to filter the data.
- D. Delete the unused fields from the table.
Remarks:
Explanation:
- A. Correct: Removing any unused fields from the report can help the performance of the report.
- B. Unused fields can cause slow performance. If the fields are not used or needed, they should be removed.
- C. Adding slicers to hide unused fields will not increase the performance but might decrease the performance.
- D. The unused fields might be needed elsewhere.
- A. There is no difference.
- B. Open in Excel uses data entities that let you publish changes to the data back to finance and operations.
- C. Open in Excel uses the grid data.
- D. You can’t filter data through Open in Excel, but you can with Export to Excel.
Remarks:
Explanation:
Justification:
- A. There are differences between Open in Excel and Export to Excel.
- B. Correct: Export to Excel uses the grid data and does not give you the option to publish data back to finance and operations.
- C. Open in Excel uses a data entity, not the grid data.
- D. You can filter data in Open in Excel.
- A. Financial Reporting
- B. Power BI
- C. Operational views
- D. SSRS reporting
Remarks:
Explanation:
SSRS reporting is used for back-office document management capabilities, including email support, scheduled batch implementations, and print archive functionality, making it the correct choice for creating a static report displaying a list of inventory items with complex calculations. Power BI is used for interactive reports integrated into application workspaces. Financial Reporting is used for creating custom financial reports. Operational views are used for daily tasks.
- A. Export the customized reports to a shared network location and provide users with access to this location.
- B. Modify the source code of the Customer Service workspace app to include links to the customized reports.
- C. Create a new Power BI workspace and import the customized reports into this workspace.
- D. Open the Customer Service workspace app in App Designer, create a new URL page, enter the required information, and save and publish the changes.
Remarks:
Explanation:
Option D is correct because it describes the correct steps to enable users to view the customized reports from the Customer Service workspace in Dynamics 365. The other options are not valid methods for achieving this goal.
- A. Select 'Get Data' from the Home ribbon and then select 'OData Feed'.
- B. Use the 'Import Data' option from the File menu.
- C. Create a new Power BI report and select 'Dynamics 365 for Fin & Ops' as the data source.
- D. Download the finance and operations apps data and import it into Power BI.
Remarks:
Explanation:
To connect Power BI Desktop to finance and operations apps, you should select 'Get Data' from the Home ribbon and then select 'OData Feed'. The other options are incorrect because they do not correctly describe the process of connecting Power BI Desktop to finance and operations apps.
Azure and Power Platform scenarios - Azure Architecture Center | Microsoft Learn
Develop and integrate Microsoft Power Platform - Training | Microsoft Learn
- A. PowerPivot extension in Excel
- B. DirectQuery technology in Power BI
- C. Power Query extension in Excel
- D. SSRS integration
Remarks:
Explanation:
DirectQuery technology in Power BI allows creation of reports over large volumes of data without caching data in the PowerBI.com service. Power Query and PowerPivot extensions in Excel are used for creating visualizations and ingesting larger amount of data into Excel respectively, but they do not provide interactive data exploration like Power BI. SSRS integration is used for document-style reports, not for interactive data exploration.
- A. Leverage the Electronic reporting tool to configure financial report formats as required.
- B. Implement Power BI integration to design interactive financial dashboards within Dynamics 365.
- C. Utilize the Financial reporting feature in Dynamics 365 Finance to create and customize financial reports.
- D. All Options are correct
Remarks:
Explanation:
Wrong: Recommend the use of SQL Server Reporting Services (SSRS) for ad-hoc financial report generation.
Wrong: Advise the finance team to manually compile financial data using Microsoft Excel.
The correct features to recommend are the Electronic reporting tool, Power BI integration, and the Financial reporting feature in Dynamics 365 Finance. These tools enable the finance team to generate income statements and balance sheets without extensive technical support and allow for customization and maintenance of financial reports. The options suggesting the use of SQL Server Reporting Services for ad-hoc financial report generation or manual data compilation using Microsoft Excel are incorrect as they are either not specified as a requirement or inefficient and prone to errors.
Create a reporting and analytics strategy - Dynamics 365 | Microsoft Learn
Create and modify reports by using Power BI - Training | Microsoft Learn
- A. Power Automate
- B. Azure Logic Apps
- C. Power BI
- D. Power Apps
Remarks:
Explanation:
Wrong:Azure Logic Apps has direct connectors to finance and operations apps.
Right:To connect to finance and operations apps from Power BI, use an OData connector.