Box 1: Base, Fi nance, and Supply Chain Managemenet licences

Only the President/CEO, CFO, COO, Controller and VP Operations users must be able to access finance and warehouse features.

Box 2: Base and Supply Chain Management licenses.

Warehouse users must only have access to warehouse function. All other users must have access to finance functions.

Box 3: Base and Sale Professional licenses

The company holds events for club members in the tasting room and ships both full cases and individual bottles to members. The tasting room is not treated as a retail store. All sales to club members only and purchases must be made on-account.

The tasting room will not have mobile scanners.

Box 4: Device licenses

The distribution center must have mobile scanners for the warehouse.

Data migration is a key success factor in almost every implementation. A primary concern of some customers is the speed that data can be migrated at, especially if there are vast amounts of data and a small cutover window. The Data migration framework is also used to move data as part of business requirements and operations.

A data package for a Dynamics 365 Finance and Operations app can consist of one or many data entities. A typical data package consists of a group of entities for a specific task, process, or function.

Note: A mock cutover was conducted. It was unsuccessful due to lack of coordination across the countries. The lack of success created timing issues with data uploads from centralized IT and validation at the country level. User1 must use a standard templa te to prevent the mock cutover issue happening at go-live.

AOT deployable package – A deployable package that is generated from application metadata and source code. This deployable package is created in a development or build environment.

Note: Margie’s Travel offers consumers a loyalty program. Consumers can earn points per dollar spent across all in countries in which Marg ie’s operates. The loyalty program is currently managed by using a spreadsheet.

The infrastructure team must move the code for the loyalty program to test environment.

Margie’s Travel learns that the loyalty program across multiple countries is not a stand ard industry process and is not a standard feature in Dynamics 365 Finance.

Box 1: Consolidation company

Elimin ations can be reported in multiple ways:

* A separate company can be created and used to manually determine and post elimination transactions. This company can be used in the consolidation process or in financial reporting.

* Elimination rules can be set u p in the system.

* The accounts and financial dimensions that are used to determine intercompany activity can be filtered on a row definition or column definition in Financial reporting, and full drill-down capabilities can be used.

Box 2: Financial repor ting

There are multiple options for consolidating data:

* Financial reporting – This option enables consolidation of transactions and balances, and can be generated at any time. Multiple levels of hierarchies can be created, and multiple reporting currenci es can be viewed.

* Consolidate online – This option consolidates daily balances by the selected accounts and dimensions, and stores them in a consolidation company.

* Consolidate with import – This option imports balances into a consolidation company.

Export company balances

Note: The CEO is considering the acquisition of additional companies in the same countries as the current companies. The consolidation structure may change within the first 90 days of go-live. Margie’s does not want to finalize the consolidation structure for a hard-close at month’s end until this has been finalized.

Box 1: Business process modeler

Business process modeler (BPM) in Microsoft Dynamics Lifecycle Services (LCS) is a tool that you can use to create, view, and modify repeatable implem entations that are based on business process libraries. BPM helps you align your business processes with industry-standard processes that are described by the American Productivity & Quality Center (APQC). You can perform fit-gap analysis between your busi ness requirements and the default processes in Finance and Operations apps. Additionally, you can add new business processes that aren ' t already defined.

BPM is compatible with the following products:

Microsoft Word – You can generate documentation for b usiness processes.

Microsoft Visio – You can export business process maps to Visio files.

Note: Vendors and purchasing

As customers purchase packages, Margie’s Travel can claim rebates with the providing vendor for every package sold. The rebates are clai med quarterly, and internal workflows have been established for approval prior to vendor submission. The workflows for package offerings eligible for rebates can be complex. User2 has created Visio diagrams for the associated approval processes.

Box 2: Re gression suite automation tool (RSAT

The Regression suite automation tool (RSAT) significantly reduces the time and cost of user acceptance testing (UAT) of Finance and Operations apps. UAT is typically required before you take a Microsoft application upda te, or before you apply custom code and configurations to your production environment. RSAT lets functional power users record business tasks by using Task recorder and then convert the recordings into a suite of automated tests, without having to write so urce code.

Note: The accounts receivable and accounts payable departments are unclear about the workflows associated with the rebate process. User2 must ensure that representatives from each department validate that they have tested their respective steps in the overall process. Testing feedback must be communicated to User2.

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Note: The CTO has directed the infrastructure team to guarantee they are on the most current version available at the time of go-live.

The CTO has learned that there are upda tes to globalization features in Dynamics 365 Finance. The IT staff has been tasked with ensuring that they are the first group to receive these updates.

The IT department has limited knowledge of Microsoft 365, Microsoft Teams, and Dynamics 365 Finance. T he IT department will be unable to support the applications. The CTO must determine the strategy for managing the support-related risk.