Testlet 1
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 question on 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 on 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
Contoso Pharmaceutical manufactures and sells drugs to retail and wholesale pharmacies, hospitals, and research facilities.
The company plans to implement Dynamics 365 Customer Engagement and Dynamics 365 Finance.
Current environment
– Contoso maintains a Microsoft Excel workbook that lists all drugs they supply.
– Pharmacies submit orders requests through email.
– All information at customer locations is handwritten by customer representatives.
– Contoso uses Cerner, which is a medical industry application that uses a proprietary database.
– Some accounts are referrals from other pharmacies.
– Every pharmacy has its own Dynamics 365 Customer Engagement instance.
Requirements. General
Contoso wants to ensure that there is minimal custom code and custom connectors in the system.
Requirements. Accounts
– Ensure that the names of the pharmacies are synced between the accounting and the customer management systems.
– Account numbers should be entered automatically into the pharmaceutical system that is in a Cerner database and kept in sync.
– When the account is entered into the system, extra fields must appear if the referral customer box is selected. If the box is not selected, the extra fields must not appear.
– A trigger must be created that changes the Priority field to 1 in the Account record 10 days after an Account record is created.
– A field named Priority_Trigger must be created to trigger the Priority field.
– A field name Facility type field must be added in order to select whether a customer is a retail pharmacy, wholesale pharmacy, research facility, or hospital.
Requirements. Users
– UserA must be able to create and publish PowerApps apps.
– UserB must be the owner of all the systems and be able to provide permissions and create all new environments.
– UserC must be able to create apps connected to the systems and update the security roles and entities.
– Pharmacy representatives must only be able to run the apps and access their own records.
– Access to the accounting PowerApps app must be restricted to accounting team members.
– End users must have minimum access to the required systems.
– Only supervisors must be able to view phone numbers in the Accounts form.
– Developers must be able to create new apps for all users.
– Sales users must only have access to their own records.
Requirements. Reporting
Pharmacy orders must be displayed in four graphs as follows:
– Annual revenue over $100,000
– Annual revenue under $100,000
– Research facilities
– Hospitals
The graphs must be interactive, and users must be able to drill down on any dimension.
Requirements. Customizations
– Ensure that notifications are sent to the sales team when a lead is added by using Slack.
– Ensure that leads have a review stage added to the sales process.
– Doctors must be manually added to a custom entity named Doctor if the doctor is not listed.
– Refill dates for customer prescriptions should be automatically determined and a notification should be sent to the customer.
– Fields for the doctor’s name and phone number must be displayed in the customer record.
– The doctor entered on the customer’s record must be validated against doctors that exist in the system.
– The new solution will be sold to other pharmacies for use. The application must not allow changes to be made.
– The solution must be error free so that when it is installed in other environments it does not cause issues.
– A custom mobile app must be created to allow salespeople to add or search by pharmacy name.
– Pharmacy records must be uniquely identified by pharmacy name, address, contact name, and phone number.
– When a pharmacy is added by using the mobile app, the phone number must be validated to be all digits.
HOTSPOT
You need to configure the fields with the appropriate type.
Which type should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.
Answer: 
Explanation:
Box 1: Lookup
Lookup is a field that allows setting a reference to a single record of a specific type of entity.
Scenario: Doctors must be manually added to a custom entity named Doctor if the doctor is not listed. The doctor entered on the customer’s record must be validated against doctors that exist in the system.
Box 2: Calculated
Scenario: Refill dates for customer prescriptions should be automatically determined and a notification should be sent to the customer.
Calculated field: Contains calculations that use fields from the current entity or related parent entities.
Box 3: Text
Text: This option simply displays text.
Incorrect Answers:
Rollup field: Contains an aggregate value computed from the records related to a record, or a value computed over a hierarchy.
Option sets, also referred to as “drop downs” or “pick lists”, are field types which can be created in Microsoft Dynamics 365. An option set contains a list of predefined options, which a user can choose from.