Topic 1: First Up Consulting
Case study
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Background
First Up Consulting recruits information technology (IT) workers for temporary or
permanent positions at client companies. The company operates offices in multiple countries/regions.
First Up has both full-time and part-time employees. The company has a team or worker support agents that respond to inquiries from current and prospective workers. Some of the worker support agents are multilingual.
The company does not have a standardized tool used for reporting purposes. The organization engages you to implement a new Power Platform solution. Workers are managed by a dedicated team that includes one primary recruiter and a contract assistant. Many client companies live in areas that do not allow for mobile data connections.
Current environment:
Existing systems and processes
First Up uses an on-premises system to manage current and historical patient data including medications and medical visits. The company plans to reference historical data in the existing system. The records held in these systems will not be migrated to the new solution except for medication information.
Employee authentication with the existing system is provided by an on-premises
Active Directory instance that is linked to Azure Active Directory. An appointment record is created for each visit with a worker. The record includes
worker contact information, preferred language, the date and time of the
appointment, and other relevant data. This information is reviewed by the worker’s primary recruiter.
First Up has no current capabilities for forecasting future worker needs based on the data held.
Client company visits
Before First Up signs a contract to place workers at a client company, a member of the audit team visits the company and interviews company management. Audit members use different types of devices including Android and iOS devices. First Up has no plans to require the use of a single type of device. Audit team members currently record information about workers on paper forms. Team members enter information from paper forms into the
system when they return to the office.
First Up audits client companies at least once each year but may schedule additional visits based on feedback from workers that they place at a client company.
Requirements
General
There is no standardized communication tool across the company, and this causes communication issues between different teams. First up employees must be able to contact each other by using a secure system to ask and answer questions about medical cases. Workers must be able to communicate in near real-time with worker support agents
.
Client company visits
Audit team records must be locked after they have been reviewed by a First Up
manager. No further edits to the record can be carried out. This must be
implemented using standard available system functionality. Audit teams must be able to enter records of their visits to the companies where they have or may place workers. Audit teams must be able to update any necessary records with the latest information. The solution must support tracking of security clearance information for a worker including the date, status, and certifying agency.
When a worker makes an appointment, the appointments must appear in the
timeline for the worker’s contact record.
Job history information
The solution must provide a worker appointment booking system that can access worker historical job placement data. The solution must allow employees to associate a primary recruiter with each worker. The solution must also allow multiple secondary recruiters to be associated with each worker.
Every worker assessment performed must be validated and countersigned by the primary recruiter for a worker.
Job posting data from previous work engagements must be accessible by the
Power Platform solution to ensure that new job postings are accurate.
First Up staff members must be able to view and update worker records. They
must be able to see current and historical job placement data on the same form in the new solution.
Worker access
The solution must support workers that speak different languages. The solution
must provide automatic translation capabilities.
The solution must support near real-time communications between workers and
recruiters.
Workers must be able to view their records online. Workers must be able to enter
any additional information that is required by or may be helpful to recruiters.
The solution must provide workers a way to search for general information about
available positions.
Workers must be able to request copies of their records by using a chatbot.
Workers must be able to provide information to a recruiter as needed.
Data platform
Audit teams must have the ability to view worker information on their mobile
devices.
Audit teams must be able to record data during visits to locations where workers
are placed.
The solution must support the ability for a corporate governance auditing team to
periodically audit the organization’s records, policies, and procedures.
Reporting and analytics
The reporting and analytics team must be able to create reports that include data
from all facilities and all workers.
Management reports must present an overview of the entire organization. Other
reports may be limited to specific offices.
You must create dashboards that show the status across all groups of workers.
The dashboards must be embedded into the Power Platform apps. Updates to
data must be displayed in near real time.
Security
Authentication for all user types must be managed by a single platform. IT teams
must use PowerShell to apply security permissions for users.
Worker records must only be viewed by the recruiting office that the worker visits.
Worker still records must be archived after ten years and are then removed from the main system. Worker information must not be deleted from the system while
skill and job placement history records for the worker exist in the system.
User security roles must be customized to ensure that users are able to interact
only with the specific data in which they need access.
Workers must be able to sign into a portal by using their own email address.
Workers must be required to use a secure method of authentication to be able to
view their data.
Alerts regarding the number of recruited and placed at client companies must be
updated as background processes.
Issues
The organization reports the following issues:
Recruiters report that they cannot see historical job placement data for workers.
API usage reports show that the number of API calls made exceeds limits. This
causes delays saving data.
Users cannot view Power BI reports within the Power Platform apps.
Some security clearance information for workers not visible from within the Power
Platform solution.
Audit teams report that they cannot view or edit worker data when the device on
which they access the solution does not have network connectivity.
The testing ream reports that one of the canvas apps is not working as expected.
An error message displays as specific pages load.
You need to recommend the appropriate messaging channel solutions for the organization.
What should you recommend? To answer, drag the appropriate messaging options to the
correct user types. Each messaging option 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.
Box 1: Omnichannel for Customer Service dashboard
Scenario: Workers must be able to communicate in near real-time with worker support
agents.
The company has a team or worker support agents that respond to inquiries from current
and prospective workers. Some of the worker support agents are multilingual.
If you choose to expand your customer service offering to provide chat and channels, the
Customer Service workspace seamlessly adjusts to support managing conversations as
well.
Note: As an agent with the Customer Service Representative security role, when you open
Customer Service workspace, you start on the Customer Service Agent Dashboard unless
your administrator has changed the default view. This dashboard shows you your active
cases, cases you can work in queues you are assigned to, and your open activities. You
can open existing cases and activities or begin working new cases from the queues you
are assigned to and create activities.
Box 2: Dynamics 365 Customer Service
Scenario: First Up uses an on-premises system to manage current and historical patient
data including medications and medical visits.
You need to propose a solution for form requirements.
What should you recommend? To answer, drag the appropriate solutions to the correct
requirements. Each solution 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.
Explanation:
Box 1: Field controls
You must standardize the format used by agents to enter customer phone numbers.
Box 2: Workflow
Log issues as cases. The case form must show variable sections based on the case type.
You need to recommend an authentication solution for the planned implementation of
Dynamics 365.
What should you include in the recommendation?
A.
Use synchronized identities
B.
Use the Office 365 tenant for Dynamics 365 Customer Service
C.
Create a new tenant for Dynamics 365 Customer Service
D.
Use federated identities
Use synchronized identities
Explanation:
Scenario: Ensure that employees can sign in to all Microsoft apps by using one set of
credentials per employee.
Synchronized identity. Synchronize on-premises directory objects with Microsoft 365 and
manage your users on-premises. You can also synchronize passwords so that the users
have the same password on-premises and in the cloud, but they will have to sign in again
to use Microsoft 365.
Reference:
https://docs.microsoft.com/en-us/power-platform/admin/manage-user-accountsynchronization
You need to select an appropriate app for Relecloud.
Which app should you recommend?
A.
Dynamics 365 Field Service
B.
Dynamics 365 Sales
C.
Dynamics 365 Project Operations
D.
Dynamics 365 Customer Service
Dynamics 365 Customer Service
Explanation:
Microsoft Dynamics 365 Customer Service is a module for customer service automation
that streamlines case and knowledge management, enables personalized customer service
with a 360-degree customer view, and provides visibility into customer service department
performance with dashboards and reports.
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-service/overview
You need to recommend a solution for integrating luggage information.
What should you recommend? To answer, drag the appropriate types to the correct tables.
Each type 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.
Luggage: Custom activity table
An activity can be thought of as any action for which an entry can be made on a calendar.
An activity has time dimensions (start time, stop time, due date, and duration) that help
determine when the action occurred or will occur. Activities also contain data that helps
determine what action the activity represents, for example, subject and description.
Passenger: Customer table
The account and contact tables in Microsoft Dataverse are essential for identifying and
managing customers, selling products and services, and providing superior service to the
customers. A customer address table is used to store address and shipping information for
a customer.
Scenario: The company has a custom app for managing and tracking passenger luggage.
The app uses Microsoft Dataverse.
Agents need to view which pieces of luggage match to each passenger, and then need to
add the total on the passenger record.
You need to provide the IT specialists with design diagrams.
What should you provide?
A.
Business process modeler (BPM)
B.
Al Builder
C.
Entity relationship diagram (ERD)
D.
Dynamics 365 Product Visualize
Business process modeler (BPM)
Scenario: IT specialists want to design Power BI reports. They need to understand the
underlying table relationships of the system.
Business process modeler (BPM) in Microsoft Dynamics Lifecycle Services (LCS) is a tool
that you can use to create, view, and modify repeatable implementations that are based on
business process libraries. BPM helps you align your business processes with industrystandard
processes that are described by the American Productivity & Quality Center
(APQC)
Reference:
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/lifecycleservices/
bpm-overview
You need to provide the IT team and managers with a mobile solution.
How many apps should you recommend?
A.
one app for each job role
B.
one app for each user
C.
one app for all employees of the team
D.
one app for each team of employees
one app for each job role
Scenario: IT staff needs a mobile solution to see IT cases at the top of the menu since this
is their primary focus.
Managers need to see all customer dashboards at the top of their menu on their mobile
device.
You need to recommend the field type to use for configuring meal selections during
reservation.
Which field type should you recommend?
A.
Global Option Set
B.
Lookup
C.
Option Set
D.
Two Options
Option Set
Scenario:
Customers can select a meal when they make a reservation and can save the
meal choices as a customer preference.
The company offers two types of meals: standard and vegetarian. Meal types can
be temporarily unavailable. The airline is considering offering other meal types,
such as gluten-free and low-sodium options.
In PowerApps Option set is one of the field types you can use in your Entity. The
information type that Option Set stores is a list of text values. And here comes the Option
Set advantage – once you define its text values you can centrally managed it.
Example:
You need to recommend tools for agents and management.
Which tools should you recommend? To answer, select the appropriate option in the
answer area.
NOTE: Each correct selection is worth one point.
Box 1: Dashboard
Agents need dashboards to show a current count of all reservations on the entity.
Box 2: Power BI
Management requires paginated reports for stakeholders.
You need to recommend a collaboration tool for each group.
Which tool should you use? To answer, select the appropriate tool in the answer area.
NOTE: Each correct selection is worth one point.
Box 1: Microsoft Teams
Maintenance supervisors must not have access to Dynamics 365 Customer Service. The
supervisors must be able to communicate with the contracts team about contracts.
Box 2: Dynamics 365 Workspace
Aircraft maintenance vendors must have only view and upload privileges to their invoices
and receipts.
The Expense management mobile workspace lets users capture and upload a receipt, so
that they can attach it to an expense report later.
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