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Topic 3, Contoso Pharmaceuticals
Case study
This is a case study. Case studies are not timed separately. You can use as much
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question.
Background
Contoso Pharmaceuticals manufactures and sells drugs to retail and wholesale
pharmacies, hospitals, and research facilities.
The company plans to implement Dynamics 365 Sales and Dynamics 365 Finance.
Current environment
Contoso maintains a Microsoft Excel workbook that lists all drugs they supply.
Pharmacies submit order 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 Sales instance.
Requirements
General
Contoso wants to ensure that there is minimal custom code and custom connectors in the
system.
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 named Facility type field must be added in order to select whether a
customer is a retail pharmacy, wholesale pharmacy, research facility, or hospital.
Users
UserA must be able to create and publish Power Apps 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 Power Apps 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.
Reporting
Pharmacy orders must be displayed in four graphs as follows:
Annual revenue over $100,000
Annual revenues under $100,000
Research facilities
Hospitals
The graphs must be interactive, and users must be able to drill down on any dimension.
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.
You need to select a process to create each function.
Which process should you use? To answer, drag the appropriate processes to the correct
functions. Each process 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.
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
You need to assign the minimum environment security role to the appropriate users.
Which security roles should you use? To answer, drag the appropriate security roles to the
correct users. Each security role 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
A company needs to illustrate the relationships of the entities in Dynamics 365 Sales.
You need to select the appropriate tool to show this graphic.
Which tool should you select?
A.
Metadata diagram
B.
Sales Insights
C.
Power Automate
D.
Security model
Metadata diagram
Visual representation of metadata can be useful, especially when you are trying to describe
the relationship between entities in the system. You can use the Metadata Diagram sample
code provided for Dynamics 365 Customer Engagement (on-premises) to generate the
entity relationship diagrams.
You can create a diagram that shows a relationship for just one entity, or a complex
diagram that includes dozens of related entities, including custom and system entities.
Reference:
https://docs.microsoft.com/en-us/dynamics365/customerengagement/onpremises/
developer/use-metadata-generate-entity-diagrams
You are building a custom application in Azure to process resumes for the HR department.
The app must monitor submissions of resumes.
You need to parse the resumes and save contact and skills information into the Common
Data Service. Which mechanism should you use?
A.
Power Automate
B.
Common Data Service plug-in
C.
Web API
D.
Custom workflow activity
Power Automate
Improve operational efficiency with a unified view of business data by creating flows that
use Dataverse (Common Data Service has been renamed to Microsoft Dataverse as of
November 2020).
For example, you can use Dataverse within Power Automate in these key ways:
Create a flow to import data, export data, or take action (such as sending a notification)
when data changes.
Instead of creating an approval loop through email, create a flow that stores approval state
in an entity, and then build a custom app in which users can approve or reject items.
Reference:
https://docs.microsoft.com/en-us/power-automate/common-data-model-intro
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