Create a Key Performance Indicator (KPI) for Total Sales per Region - MB-500 Exam Answer

SalesRegion

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Question

You are a Dynamics 365 Finance developer.

You create a key performance indicator (KPI) that will enable users to be able to see the total sales per region.

You create a tile named SalesRegion and link the KPI to the tile.

You need to ensure that users can view this tile on a form in the user interface.

What should you do?

Answers

A. Create an extension of the form that will contain the new tile and KPI. Add the tile to the extended form.

B. Open the form that will contain the new tile. Add the tile to the form.

C. Create a new workspace. Add the KPI to the workspace from the user interface.

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Explanations

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A. B. C.

To enable users to view the SalesRegion tile on a form in the user interface, the following steps should be taken:

Create the KPI First, create the KPI that will enable users to see the total sales per region. This can be done by defining the KPI in the KPI designer, which is available in Dynamics 365 Finance. When creating the KPI, define the data source, the calculation method, and the visualization options.
Create the tile Next, create the tile named SalesRegion that will be used to display the KPI. This can be done using the Tile designer, which is also available in Dynamics 365 Finance. When creating the tile, select the KPI that was created in step 1 as the data source. Also, define the layout and visualization options for the tile.
Link the KPI to the tile Once the KPI and tile are created, link the KPI to the tile. This will ensure that the KPI data is displayed in the tile.
Add the tile to a form To enable users to view the SalesRegion tile on a form in the user interface, the tile needs to be added to a form. This can be done in two ways, as described in the answers:

Option A: Create an extension of the form that will contain the new tile and KPI. Add the tile to the extended form. This involves creating an extension of the form that will contain the new tile and KPI. The extension can be created using the Extension designer in Dynamics 365 Finance. Once the extension is created, add the tile to the extended form using the Form designer.
Option B: Open the form that will contain the new tile. Add the tile to the form. This involves opening the existing form that the tile should be added to, and adding the tile to the form using the Form designer.

Publish the changes After the tile has been added to the form, publish the changes to make them available to users.

Option C is not a valid answer because creating a new workspace and adding the KPI to the workspace does not address the requirement of displaying the SalesRegion tile on a form in the user interface. Workspaces are used to group related information and tasks together for ease of access, but they do not provide a way to display tiles on forms.

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