M5 - Work with data management in f&o apps

Question 1

In what concepts does the management framework consists of?

Answer 1

1. Data entities
2. Data project
3. Data job
4. Job history
5. Data package

Question 2

What is a data entity?

Answer 2

A conceptual abstraction and encapsulation of one or more underlying tables.

Question 3

What are data entities intended for?

Answer 3

Use them to define import/export packages or for integrations.

Question 4

What is a data project?

Answer 4

Is automatically created when you select Import or Export from the workspace and should have at least one job.

Contains configurated data entities, which include mapping and default processing that is used for each entity.

Question 5

What is a data project used for?

Answer 5

Allows users to set up the entities that should be part of the project and defines the format that is used for each entity.

Also, allows to define the mapping that is used from the source file to the staging and to specify the default processing options.

Question 6

What is a data job?

Answer 6

Performs the actual import or export operation.
Contains an execution instance of the data project, uploaded files, the schedule or recurrence information, and the processing options to use for the job.

Question 7

What is the job history?

Answer 7

History of the source to staging and staging to target jobs.

Contains the run history for each execution of the data job and the history of the data move.

Question 8

Where is the job history located?

Answer 8

In the data management workspace.

Question 9

What does the job history show?

Answer 9

1. run job time
2. number of records processed
3. errors that occurred during processing

Question 10

What is a data package?

Answer 10

Is a single compressed file that contains a data project manifest and data files.

Question 11

Where is a data package generated from?

Answer 11

From a data job.

Question 12

What is a data package used for?

Answer 12

For the importing or exporting of multiple files with the manifest.

Question 13

What is the manifest of a data package?

Answer 13

Defines the settings of the data project.

Question 14

What does the downloadable zip file of a data package contain?

Answer 14

The package header and manifest

Question 15

What is the framework that can quickly help you migrate data?

Answer 15

The data management framework

Question 16

The data management framework supports using data entities in the following core data management scenarios:

Answer 16

1. Data migration – You can migrate reference, master, and document data from legacy or external systems.
2. Set up and copy configurations – Use this scenario to copy configurations between companies or environments and set up processes or modules by using the Lifecycle Services environment.
3. Integration – Use this scenario when you need real-time, service-based integration or when you need an asynchronous integration. The real-time integration doesn’t have a staging area and is directly processed by the services layer.

Question 17

What is data migration?

Answer 17

Is an initial or unplanned data load that you can perform manually by using the user interface.

Question 18

What data strategy is used in the following scenario:
A functional user has some data in a source, such as an Excel workbook that needs to be imported from a legacy system to f&o apps during data migration.

Answer 18

Data migration

Question 19

What is the primary mechanism for exporting and importing data packages in ALM and demo data scenarios?

Answer 19

Data entities.

Question 20

Categories of entities:

Answer 20

• Parameters
• Reference
• Master
• Document
• Transactions

Question 21

Type of entity:
Required to set up a deployment or a module for a specific build or customer.

Answer 21

Parameter

Question 22

Type of entity:
Simple reference data, of small quantity, that is required to operate a business process.

Answer 22

Reference

Question 23

Type of entity:
Data assets of the business. Complex reference data, of large quantity.

Answer 23

Master

Question 24

Type of entity:
Worksheet data that is converted into transactions later.
The operational data of the business.

Answer 24

Document

Question 25

Type of entity: The operational transaction data of the business. Posted transactions.

Answer 25

Transactions

Question 26

On what artifacts can a configuration key be assigned?

Answer 26

- Data entities - Tables used as data sources - Table fields - Data entity fields

Question 27

Data management by using data entities can support the following integrations:

Answer 27

1. Synchronous service (OData) 2. Asynchronous integration 3. Business intelligence

Question 28

You can use the data management framework to copy configurations between companies or environments, and configure processes or modules by using ___________

Answer 28

Lifecycle services

Question 29

Two types of sequencing should be considered when working with data entities:

Answer 29

1. Sequencing data entities within a data package. 2. Sequencing the order of data package imports

Question 30

What is the purpose of the Data management workspace in finance and operations apps?

Answer 30

It provides access to tasks for data management, including import/export projects, project execution details, and filtering by project type.

Question 31

How is the default sequence of entities determined in a data project?

Answer 31

Based on the order in which entities are added to the project.

Question 32

What does Execution unit control in data sequencing?

Answer 32

It determines which entities can be imported in parallel and which must be sequenced.

Question 33

How can you automatically set entity sequences in a data project?

Answer 33

By selecting the Auto Sequence button

Question 34

What is the recommended data package import sequence format?

Answer 34

1. Module 2. Data Type (Setup, master, transaction) 3. Sequence number

Question 35

How is field mapping handled in the Data management framework?

Answer 35

It's done automatically but can be manually overridden via the View map option.

Question 36

What indicates a required field in the mapping views?

Answer 36

A red asterisk (*).

Question 37

What is the function of the Auto-generated checkbox in mapping details?

Answer 37

It lets the system generate data for unmapped fields, such as Party number.

Question 38

How can you regenerate mapping for an extended data entity?

Answer 38

Select Generate source mapping and confirm the regeneration.

Question 39

What are two views available in Data management projects in f&o apps?

Answer 39

1. Standard view 2. Enhanced view

Question 40

What is the primary advantage of the Standard view in Data management?

Answer 40

It provides a streamlined interface and includes the Entity sequence button to define the order of entity processing.

Question 41

What is the main benefit of the Enhanced view in Data management?

Answer 41

It provides more detailed information and controls, making it suitable for complex projects requiring fine-grained management.

Question 42

What are staging tables useful for?

Answer 42

To verify, clean up, or convert data before you move it.

Question 43

What are project categories for?

Answer 43

They can help you manage related jobs?

Question 44

Where can you define formats when exporting or importing a job?

Answer 44

In the Data sources setup tile.

Question 45

What is a source data format?

Answer 45

A combination of Type, File format, Row delimiter and Column delimiter.

Question 46

Where can you restrict a job to one or more security roles?

Answer 46

In the Applicable roles menu

Question 47

Why is sequencing entities important in a data job?

Answer 47

To address functional dependencies among entities and ensure logical processing order.

Question 48

Can entities without functional dependencies be processed in parallel?

Answer 48

Yes

Question 49

What feature is used to clean up staging tables?

Answer 49

The Staging clean up feature in the Data management workspace.

Question 50

What are the three options for selecting records to delete during staging cleanup?

Answer 50

1. Entity: Deletes all records for that entity 2. Job ID: Deletes records for all entities in the selected job. 3. Data project: Deletes all records across jobs for the selected data project

Question 51

To see the Load default templates menu, you must use _________

Answer 51

Enhanced view

Question 52

How do you load default templates in Finance and Operations apps?

Answer 52

Go to the Data management workspace, select the Templates tile, then click Load default templates. Use Enhanced view to see the menu.

Question 53

Why is Enhanced view recommended in Data management?

Answer 53

It provides more features and flexibility for working with your projects.

Question 54

What user permissions are required to load or import templates?

Answer 54

System administrator access is required.

Question 55

What are execution levels 10 to 22 reserved for?

Answer 55

Shared system entities to ensure they're processed first.

Question 56

What is execution level 25 used for?

Answer 56

Company-specific general ledger entities.

Question 57

What is a band in template configuration?

Answer 57

A grouping of entities with a specific execution level that defines their processing order.

Question 58

Is there a strict relationship between execution levels and modules?

Answer 58

No, the sequence is a guideline. Entities can be rearranged to suit your implementation.

Question 59

How can you override a default template without changing it?

Answer 59

Create a custom template with mapped fields. Adding it replaces the same entities in the data project.

Question 60

What are database movement operations used for in Finance and Operations apps?

Answer 60

They support common implementation scenarios like golden configuration promotion, debugging/diagnostics, destructive testing, and training environment refresh.

Question 61

Where are database movement operations performed?

Answer 61

In Microsoft Dynamics Lifecycle Services (LCS).

Question 62

What environments can you move databases between using database movement operations?

Answer 62

Tier-2+ environments, and also between production and UAT sandbox environments.

Question 63

What is DataALM?

Answer 63

Data Application Lifecycle Management—a framework that supports structured data-related operations during the app lifecycle.

Question 64

What options are available for database operations between Tier-1 and Tier-2+ environments?

Answer 64

Bacpac procedure (SQL Server ↔ Azure SQL) SQL Server backup/restore (one-box environments)

Question 65

Can you perform a PITR from production to a sandbox?

Answer 65

Yes, it's supported through automated database refresh actions in LCS.

Question 66

How long are automatic backups maintained by Microsoft?

Answer 66

28 days for production, 14 days for sandbox environments.

Question 67

What is Point-in-Time Restore (PITR)?

Answer 67

It restores a sandbox UAT environment to a previous state using backups.

Question 68

What databases can be imported into a UAT environment?

Answer 68

A database from a developer environment or a previously exported UAT database.

Question 69

What happens when exporting a database from a UAT sandbox to the Asset library?

Answer 69

The environment becomes unavailable for servicing operations (e.g., refresh, deployment) during the export, but remains usable from a Dynamics UI perspective.

Question 70

Is copying production data to a sandbox for production reporting supported?

Answer 70

No, it is not supported.

Question 71

What is the purpose of a database refresh in LCS?

Answer 71

To copy transactional and financial reporting databases from production or another sandbox to a sandbox UAT environment.

Question 72

In wat scenarios is okay to use cross-company sharing feature?

Answer 72

- Sharing of simple reference and group data in a single deployment. - Sharing among companies that have similar configurations. - Sharing scenarios that have been explicitly evaluated by Microsoft.

Question 73

In what scenarios is cross-company sharing is not supported?

Answer 73

- Franchising solutions, where thousands of records are shared across thousands of companies. - Sharing of transactional records for reporting or management purposes, such as consolidations. - Sharing across deployments. - Complex scenarios, such as replication of subtype/supertype tables or tables that have date effectivity rules. - Tables that do not have a unique index.

Question 75

1. Which one of the following data management concepts contains a data project manifest and data files?

Answer 75

Data package

Question 76

In which one of the following data management frameworks can you perform asynchronous integration by using data entities?

Answer 76

Integration

Question 77

Which activity is performed using data entities?

Answer 77

Pushing data from staging to target

Question 78

For the import or export operation, users need to configure the entities that are being imported, define the default processing options, and define the mapping definition. Where are these operations performed?

Answer 78

Data projects

Question 79

You need to allow access to your Customer records outside of finance and operations apps to be exposed in a Power App. Which of the following must be set up to make that work?

Answer 79

Data entity