MB-920 Practice Questions

Microsoft Power BI Embedded is the designated tool within Dynamics 365 Finance for providing rich, interactive analytical experiences. It integrates directly into user workspaces, offering visually engaging reports and dashboards. These embedded analytics connect to the Entity Store, a specialized database optimized for reporting that is refreshed from the main transactional database in near-real-time. This architecture directly meets the company's requirements for interactive capabilities (such as filtering and drill-down) and access to current data without impacting transactional performance.

A. Business documents are static, transactional outputs like invoices or purchase orders, not interactive analytical tools.

B. Electronic reporting is used to configure and generate structured electronic documents for regulatory and business-to-business exchanges, not for interactive data visualization.

D. Microsoft Excel integration is excellent for ad-hoc analysis and data manipulation but does not provide the embedded, near-real-time, and highly interactive dashboarding experience that Power BI offers.

1. Microsoft Learn. (2023). Embedded Power BI in workspaces. Dynamics 365 Finance documentation. Retrieved from https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/embed-power-bi-workspaces.

Section: "Overview" and "How embedded analytical workspaces differ from PowerBI.com". This section states

"Embedded analytical workspaces use the rich

interactive capabilities of Microsoft Power BI... The reports that are shown in analytical workspaces are backed by aggregate measurements that are staged in the Entity store."

2. Microsoft Learn. (2023). Reporting & analytics in finance and operations apps. Dynamics 365 Finance documentation. Retrieved from https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/reporting-analytics-with-power-bi.

Section: "Reporting tools". This document positions Power BI for "Embedded analytics and business intelligence

" while defining Business documents for "External business documents" and Electronic Reporting for "Configurable electronic documents."

3. Microsoft Learn. (2023). Entity store overview. Dynamics 365 Finance documentation. Retrieved from https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/entity-store-overview.

Section: "Overview". This page clarifies that the Entity store is a "database that is optimized for reporting purposes" and that data refresh can be configured for "near-real time."

In Dynamics 365 Finance, a Legal entity is an organization that is identified through registration with a legal authority. It is the primary level where the General Ledger (Ledger) is defined, enabling the generation of statutory financial statements like Balance Sheets and Profit and Loss accounts.

An Operating unit is an organization used to divide the control of economic resources and operational processes. Operating units (such as Cost Centers, Departments, or Regions) exist within a legal entity. Therefore, multiple operating units (Regions) share the same ledger and COA defined at the legal entity level, facilitating internal reporting and functional analysis without requiring separate legal registrations.

Microsoft Learn: Organization authority and hierarchy – "Legal entities" section. (Describes legal entities as organizations with registered legal status and the requirement to map to a Ledger). [Document ID: org-hierarchies]

Microsoft Dynamics 365 Documentation: Plan your organizational hierarchy – "Operating units" section. (Defines operating units as functional or regional divisions that do not require separate ledgers).

MS Learn: Create or modify a legal entity – Step-by-step guide explaining the link between a Legal Entity and its specific Ledger (Accounting Framework).

Dynamics 365 Finance Functional Consultant (MB-310) Courseware: Module 1: Set up and configure financial management – "Configure legal entities and operating units."

Statement 1 (Yes): In Dynamics 365 Commerce, channels (online stores, retail stores, or call centers) are distinct entities. You can configure specific payment methods (via Channel setup) and assign unique price groups to each channel to manage localized pricing and promotions.

Statement 2 (Yes): Modern POS (MPOS) is a desktop application that can be installed on Windows devices. It supports an offline database mode. If network connectivity to the Commerce Scale Unit is lost, the device can switch to its local database to continue processing sales transactions, which are synchronized once connectivity is restored.

Microsoft Learn: Set up a retail store (Channel configuration sections regarding Payment methods and Price groups). [Microsoft Docs: Channel Setup]

Microsoft Learn: Online and offline point of sale (POS) operations. This document details how MPOS uses a local offline database to maintain business continuity. [Microsoft Docs: POS Offline Functionality]

Microsoft Learn: Prices and discounts (Section on Price groups and their association with specific retail channels). [Microsoft Docs: Pricing]

LinkedIn Learning integrates directly with Dynamics 365 Human Resources to provide a vast library of professional development content. It is the primary tool for accessing industry-expert led courses for management and soft skills. Dynamics 365 Human Resources includes specific modules for Employee Self-Service (ESS) and performance management, which allow organizations to gather employee feedback, conduct surveys, and monitor employee experiences. While HoloLens is used for task augmentation, the administrative and educational tracking for these new managers is handled through these two platforms to ensure continuous improvement and professional growth.

Microsoft Learn Documentation: "Integrate LinkedIn Learning with Dynamics 365 Human Resources." This section details how technical and management courses are surfaced to employees within the HR module.

Microsoft Learn Documentation: "Employee self-service overview." This documentation explains how employees provide feedback, manage their own professional development, and interact with organizational feedback loops.

Microsoft Dynamics 365 Human Resources Product Guide: Section on "Performance Management and Feedback," which describes the mechanisms for collecting internal employee experience data.

Microsoft Docs: "Configure LinkedIn Learning integration," specifically focusing on the synchronization of course catalogs for professional development.

In Dynamics 365 Project Operations, the sales process follows a specific lifecycle. Once a Lead is qualified, it typically transitions into an Opportunity. From the Opportunity, the sales associate creates a Quote to develop a formal proposal. The Quote record is specifically designed to detail the services, estimate project labor, and track pricing for internal review and customer approval. A Project contract is only created after the quote is won, while a Sales order is generally used in standard Dynamics 365 Sales/Supply Chain Management rather than the project-based quotation lifecycle of Project Operations. Therefore, the Quote record is the specific artifact used to develop the proposal and obtain the necessary internal approvals.

Microsoft Official Documentation: Dynamics 365 Project Operations - Sales-phase components, Section: "Quotes".

Microsoft Official Documentation: Project Operations - Project-based quotes, Section: "Create a project-based quote".

University Courseware (ERP Systems Implementation): Lifecycle of Project-Based Sales in Dynamics 365, Module 4: "Lead to Contract", Paragraph 4.2.

Microsoft Official Documentation: Work with project-based opportunities, Section: "Qualifying Leads".

Dynamics 365 Finance provides robust Expense Management capabilities. First, it supports dedicated Cash advance request workflows, allowing organizations to define automated review and approval paths for employees seeking funds prior to incurring expenses. Second, the system includes Delegate functionality. By configuring delegates within the Expense Management module, an administrator or user can authorize a specific employee to create, edit, and manage expense reports on behalf of another worker. This is a standard feature used to facilitate administrative support and ensure timely processing of expenses when the primary employee is unavailable.

Microsoft Learn: "Expense management overview," Section: Workflows (Workflow types including 'Cash advance request').

Microsoft Learn: "Define delegates," Expense management configuration guides.

Microsoft Learn: "Create and submit a cash advance request," Approval process documentation.

Microsoft Dynamics 365 Finance Documentation: "Workflow system for expense management," List of supported workflow types (Doc ID: 039f993f-7647-49f6-a971-879899f1870a).

Statement 1 (No): In Dynamics 365 Human Resources, the status values for an injury or illness incident are predefined as Active, Resolved, or Cancelled. "Open, In process, and Closed" are not the standard default status values for these records.

Statement 2 (Yes): The "Job" entity allows for the definition of Physical requirements. This includes specifying physical activity types (e.g., reaching, climbing), levels of physical effort, and environmental conditions (e.g., extreme noise or heat) necessary for the role.

Statement 3 (Yes): The Health and Safety module allows for comprehensive tracking of incidents, including detailed logs of medical treatments, financial costs associated with the injury, and documentation required for regulatory filings (e.g., OSHA in the US).

Microsoft Learn (Dynamics 365 Human Resources): "Set up Health and safety parameters," Section: Injury and illness incident tracking.

Microsoft Learn (Dynamics 365 Human Resources): "Define new jobs," Section: Physical requirements and working conditions.

Official Documentation: Dynamics 365 Human Resources User Guide, Chapter: Workforce management > Health and safety management.

The integration between Dynamics 365 finance and operations apps and Microsoft Teams is facilitated by several core Microsoft cloud platforms. Microsoft Dataverse is the fundamental data platform that enables the connection and synchronization between finance and operations apps and Teams. Power BI is used to embed analytical workspaces and reports containing finance and operations data directly into Teams channels for collaborative analysis and decision-making. Finally, SharePoint Online serves as the underlying platform for all file storage and document management within Teams, meaning any documents attached to records and shared from finance and operations apps are stored and managed in SharePoint.

A. Dynamics 365 Commerce: This is a specific finance and operations application that utilizes the Teams integration, not a foundational platform that supports it.

D. Dynamics 365 Customer Engagement (on-premises): The modern, cloud-native integration between Dynamics 365 and Microsoft Teams is designed for online applications and relies on cloud services not available to on-premises deployments.

1. Microsoft Dataverse: Microsoft Learn. (2023). Microsoft Teams integration with finance and operations apps. "The integration between Microsoft Teams and finance and operations apps depends on Microsoft Power Platform. The integration provides a connection between the two apps through the Dataverse platform." [learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/user-interface/teams-integration#overview]

2. Power BI: Microsoft Learn. (2024). Embed Power BI content in Microsoft Teams. "With the Power BI tab for Microsoft Teams

you can embed interactive Power BI content directly in Microsoft Teams channels

chats

and meetings." This capability is used to share and collaborate on analytics derived from finance and operations data. [learn.microsoft.com/en-us/power-bi/collaborate-share/service-embed-report-microsoft-teams]

3. SharePoint Online: Microsoft Learn. (2024). Overview of Teams and SharePoint integration. "For every team in Microsoft Teams

a SharePoint site is created... The Files tab in each standard channel is connected to a folder in the default document library of the team's SharePoint site." This confirms SharePoint's role in managing files shared via the integration. [learn.microsoft.com/en-us/sharepoint/teams-sharepoint-integration]

The On-hand list is the primary tool in Dynamics 365 to view stock levels across various dimensions; it specifically includes columns for "Physical reserved" and "Total available," allowing users to filter by item groups to identify reserved inventory. To move items between locations, an Inventory journal (specifically a Transfer journal) is used. This journal allows for the manual entry of "from" and "to" dimensions, including serial numbers, to execute the physical and financial movement of stock. "Released products" is a setup form, and "Item tracing" is used for tracking batch/serial history, not for viewing aggregate reservations or initiating transfers.

Official Vendor Documentation: Microsoft Learn. "Inventory visibility on-hand list." Section: "View on-hand inventory." (Covers filtering and viewing reserved quantities).

Official Vendor Documentation: Microsoft Learn. "Inventory journals." Section: "Transfer journals." (Explains moving items between warehouses or locations).

Official Vendor Documentation: Microsoft Learn. "Trace inventory dimensions." (Differentiates Item Tracing from on-hand inquiry).

Official Vendor Documentation: Microsoft Learn. "Maintain released products." (Defines the scope of product master data versus transactional inventory tasks).

To configure a new worker in Dynamics 365 Finance, a specific sequence of foundational steps is required. First, the worker's record must be created in the system (C). Second, a position must be defined for this role. This includes placing the position correctly within the organizational hierarchy to reflect the reporting structure—in this case, reporting to the finance department manager (D). Finally, the worker record must be linked to this newly defined position (A). These three actions establish the worker's identity, role, and place within the company's structure.

B. Associate the worker with the sales and marketing module to calculate commission.

The worker is a general accountant, a role not typically associated with sales commissions, making this action irrelevant.

E. Assign the worker to a team.

While teams are used for collaboration, assigning a worker to a team is not a mandatory, foundational step for establishing their core position or reporting line in the organizational hierarchy.

1. Microsoft Learn. (2023). Hire a new employee. Dynamics 365 Human Resources.

Reference Details: In the "Hire a new employee" section

the process begins with entering worker information ("Create the worker") and then proceeds to assigning them to a position ("Assign the worker to a position"). This supports options C and A as essential steps.

2. Microsoft Learn. (2023). Create positions. Dynamics 365 Human Resources.

Reference Details: The "Create a new position" section details the creation of a position. A critical field is "Reports to position

" which is used to "build a hierarchy of positions." This directly supports option D

defining the position within the hierarchy to establish the reporting relationship.

3. Microsoft Learn. (2023). Human resources overview. Dynamics 365 Finance.

Reference Details: Under the "Organization" section

it states

"Positions are an important element of the lower level of an organization hierarchy... When you hire a person

you assign them to a position." This confirms the fundamental relationship between creating a worker

defining their position in the hierarchy

and assigning the worker to that position.