Microsoft Dynamics 365: Core Finance and Operations - MB-300 Exam Practice Question

Identifying Format for Customer Details V2 Entity in Microsoft Dynamics 365

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Question

SIMULATION - You are a functional consultant for Contoso Entertainment System USA (USMF)

You plan to import customers from an old legacy system to USMF.

You need to identify the format used for the customer details v2 entity by creating an export job.

The solution must use a Microsoft Excel data format and Contoso Europe.

To validate your results, save the file in Microsoft Excel format to the Downloads\Customer folder.

To complete this task, sign in to the Dynamics 365 portal.

NOTE: To complete this task, you must configure the Shared working directory for the Framework parameters to C:\users\public\documents\.

Explanations

See explanation below.

1

Navigate to System Administration > Workspaces > Data management.

2

Click the Framework parameters tile.

3

In the Shared working directory field, enter C:\users\public\documents\ then click Validate.

4

Click the Export tile.

5

In the Name field, enter a name for the export job.

6

In the Entity Name field, select the Customer details v2 entity.

7

Click on Add entity.

8

In the Target data format field, select EXCEL.

9

Set the Skip staging option to No.

10.Click the Add button.

11.Click Export to begin the export.

12.Click on Download package.

13.Select the Downloads\Customer folder as the location to save the downloaded file.

To identify the format used for the customer details v2 entity by creating an export job, you will need to follow these steps:

  1. Sign in to the Dynamics 365 portal using your credentials.
  2. Go to the Data management workspace and select the Import/export tile.
  3. Click on the Export tab and then click on the Create export job button.
  4. In the Export job form, fill in the following details: a. Job ID: Enter a unique name for the job. b. Entity name: Select the Customer details v2 entity from the drop-down list. c. Data format: Select Microsoft Excel from the drop-down list. d. Company: Select Contoso Europe from the drop-down list. e. Description: Enter a brief description for the job.
  5. Once you have filled in the details, click on the Create button to create the export job.
  6. The export job will now be created and you will be redirected to the Export jobs page. Click on the job ID to open the Export job form.
  7. In the Export job form, click on the Generate package button to generate the export package.
  8. Once the export package is generated, click on the Download button to download the package.
  9. The export package will be downloaded in a ZIP format. Extract the contents of the ZIP file to a folder.
  10. In the extracted folder, you will find an Excel file with the customer details in the format used by the Customer details v2 entity.
  11. To validate your results, save the Excel file in the Downloads\Customer folder in Microsoft Excel format.

Note that to complete this task, you must configure the Shared working directory for the Framework parameters to C:\users\public\documents, as mentioned in the question.

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