Topic 2: CoHo Vineyard and Winery 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 questions in 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 in this case study, dick 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, dick the Question button to return to the
question.
Overview
CoHo Vineyard and Winery is based in the United States. The company has a single
vineyard. The company distributes full pallets of wine worldwide and sometimes sells wine
by using a private label. Grape growing and wine production operations are owned and
operated by a third-party company. The company uses bottles, accessories, and other
disposables from a company in China.
CoHo Vineyard and Winery opens a second location. This location manages inventory for
Wine Club members and includes a wine tasting room. The location also includes a
warehouse and distribution center.
The wine club currently has 200 members. The company hopes to increase this number.
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.
Company structure
The following graphic shows the company structure:
Current environment
Coho Vineyard and Winery currently uses manual processes for most of its operations. The
company stores names and phone numbers for club members and prospective club
members in a Microsoft Excel workbook. The sales team currently tracks club membership
in a separate system. Sales team stock awards are granted on a three-year basis. The
solution for the sales Team cannot be replaced for three years.
• The types of wine, such as cabernet sauvignon and red blends are tracked as separate
items. Each item will have a year associated with it such as Red Blend 2017, 2018, 2019,
etc. The items are updated for the year association annually.
• Peak times for order entry could be in the hundreds. This typically happens when first and
second shift workers overlap and all users are on the system, as well as orders imported in.
• Packaging materials, bottles, and accessories are received in the warehouse FOB
Destination from the manufacturer in China.
• Each retailer has individual item numbers, barcode placement descriptions and other
additions such as pictures and details of the wine year and flavor notes.
CoHo Vineyard and Winery has outgrown their legacy ERP system and plans to implement
Dynamics 365 Finance. CoHo wants to use out-of-the-box tools which are linked to the
system where possible and not create new tools.
Licensing and organization
• Only the President/CEO, CFO, COO, Controller and VP Operations users must be able to
access finance and warehouse features.
• Warehouse users must only have access to warehouse function. All other users must
have access to finance functions.
• The distribution center must have mobile scanners for the warehouse. The tasting room
will not have mobile scanners.
• The inventory cost must be tracked separately by distribution center or tasting room.
Club membership events
• You must ensure the members created in their existing system are also customers in
Dynamics 365 Finance and that the customers do not exist in both systems under multiple
record numbers.
• When tasting events are planned, text notifications must be sent out to the club members.
• text notifications must sent out to non-club members to encourage the non-members to
join the club.
• During tasting events. CoHo will need access to place orders during the event but will not
have the need for cash registers.
Warehouse and shipping
• The system must be able to track inventory throughout the whole warehouse process.
• A Certificate of Origin must accompany each shipment.
• Private label items that are shipped to retailers must be stored and costed as a single
item number at CoHo.
• The system must be able to compare year-to-year performance of a single wine type.
Implementation
• Business processes must be documented as step-by-step processes and must align with
the process flows in a visual format
• Data will be migrated and is a requirement for order entry.
• Data migration must be completed prior to testing.
• You must track each step of process validation so that the users have ownership for their
individual functional areas. The tracking system used should be integrated with the system
where possible.
Issues
• Users are struggling to understand the new system's processes.
• CoHo is concerned that the go-live will may not go smoothly.
You need to create a plan that meets the following requirements:
Migrate the data to the new system.
• Implement a standardized method for creating items.
• Prevent items from being created in different ways going forward.
Which two actions should you recommend? Each correct answer presents a complete answer. NOTE: Each correct selection is worth one point.
A.
Migrate item data in the cutover plan after the annual updates of items,
B.
Suggest creating a Power Bl report to identify like-items after migration.
C.
Migrate items in the cutover plan before the annual update of items.
D.
Suggest a Master Data Management team who standardizes the item master.
E.
E. Migrate existing items as-is.
Suggest creating a Power Bl report to identify like-items after migration.
Suggest a Master Data Management team who standardizes the item master.
You need to determine an infrastructure for the solution.
What should you recommend? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point
You need to determine user licensing options for Dynamics 365 Finance + Operations (onpremises).
Which type of license should you recommend? To answer, drag the appropriate licenses to
the correct users. Each license may be used once, more than once, or not at all. You may
need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Note: This question is part of a series of questions that present the same scenario. Each
Question in the series contains a unique solution that might meet the stated goals. Some
question sets might have more than one correct solution, while others might not have a
correct solution.these questions will not appear in the review screen.
A company with multiple legal entities implements Dynamics 365 Finance.
You need to recommend options to ensure that you can provide customized financial
reporting across the legal entities.
Solution: Create separate departments to manage functional areas. Does the solution meet
the goal?
A.
Yes
B.
No
No
A trading company is concerned about the impact of General Data Protection Regulation
(GDPR) on their business.
The company needs to define personal data for their business purposes. You need to
define personal data as defined by GDPR.
Which three types of data are considered personal data? Each correct answer presents a
complete solution.
NOTE: Each correct selection is worth one point.
A.
password
B.
Social Security number
C.
a portion of the address (region, street, postcode etc.)
D.
International article (EAN) number
E.
MAC address
password
Social Security number
a portion of the address (region, street, postcode etc.)
Note: This question is part of a series of questions that present the same scenario. Each
Question in the series contains a unique solution that might meet the stated goals. Some
question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result,
these questions will not appear in the review screen.
A company with multiple legal entities implements Dynamics 365 Finance.
You need to recommend options to ensure that you can provide customized financial
reporting across the legal entities.
Solution: Create separate cost centers to manage operations. Does the solution meet the
goal?
A.
Yes
B.
No
No
A company is implementing a new Dynamics 365 cloud deployment. The stakeholders
need to confirm that performance testing meets their expectations. The single-user rest
procure-to-pay scenario is complete. You need to successfully complete the multi-user load
test. Which tool should you recommend?
A.
Microsoft Azure DevOps
B.
Microsoft Dynamics Lifecycle Services
C.
PerfSDK
D.
Visual Studio
PerfSDK
An organization has implemented the accounts payable module in Dynamics 365 Finance.
Corporate policy specifies the following:
Managers and directors are allowed to approve invoices for payment.
Users are allowed to delegate their signing authority to other users when they are
out of the office.
Accounts payable workflow will be used to assist in automating the signing
process.
Users whose job has signing authority can approve invoices for payment.
You need to meet the organization’s corporate policy. What should you recommend?
A.
Create workflow rules.
B.
Assign all jobs signing authority.
C.
Create business event rules.
D.
Email the delegation policy to all managers.
Create workflow rules.
You are an architect implementing a Dynamics 365 Finance environment.
You need to analyze test results generated by the development team. Which tool should you use?
A.
Trace parser
B.
Task Recorder
C.
Regression suite automation tool
D.
SysTest
Trace parser
An organization is implementing Dynamics 365 Supply Chain Management.
You need to create a plan to define performance test scenarios.
Which three actions should you recommend? Each correct answer presents part of the
solution.
NOTE: Each correct selection is worth one point.
A.
Define the performance testing scenarios.
B.
Define whether users of the system will be adequately trained.
C.
Determine the size of the production environment in the cloud.
D.
Define the expected normal and peak volumes for the functional areas in-scope.
E.
Define measured goals and constraints for response time and throughput for each scenario.
Define the performance testing scenarios.
Define the expected normal and peak volumes for the functional areas in-scope.
Define measured goals and constraints for response time and throughput for each scenario.
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