Business process flows provide a guide for people to get work done. They provide a streamlined user experience that leads people through the processes their organization has defined for interactions that need to be advanced to a conclusion of some kind.
Use business process flows to define a set of steps for people to follow to take them to a desired outcome.
With business processes flows available as an entity, you can now use advanced finds, views, charts, and dashboards sourced from business process flow data for a given entity, such as a lead or opportunity.
Scenario:
* Agents need a solution to replace paper reservation checklists.
* Agents need dashboards to show a current count of all reservations on the entity.
* Agents need a way to track reservation issues.
* Agents need a visual indicator in the interface to determine the reservation step to provide a seamless customer experience.
Topic 1, Relecloud
Case study
This is a case study. Case studies are not timed separately. You can use as much exam time as you would like to complete each case. However, there may be additional case studies and sections on this exam. You must manage your time to ensure that you are able to complete all questions included on this exam in the time provided.
To answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study. Each question is independent of the other questions in this case study.
At the end of this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section.
To start the case study
To display the first question in this case study, click the Next button. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment, and problem statements. If the case study has an All Information tab, note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer a question, click the Question button to return to the question.
Background
Relecloud provides regional air service in North America. The company uses a variety of systems, apps, and services to manage the business. You are hired to design a new solution to manage passenger information, reservations, and maintenance.
Current environment
* The company uses Microsoft Office 365.
* The company has a custom app for managing and tracking passenger luggage. The app uses Microsoft Dataverse.
* For flights longer than four hours, passengers receive a meal. 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.
* The company uses paper-based reservation checklists to help ensure that all the steps for a reservation are complete.
* The company uses vendors to service aircraft.
Environment
* Ensure that employees can sign in to all Microsoft apps by using one set of credentials per employee.
* Minimize the use of third-party products and custom development.
* Reduce customer support call volumes by having the system automatically resolve common issues.
* The security rule for agents must contain the privileges in the default Customer Service Representative security role.
* Log issues as cases. The case form must show variable sections based on the case type. Include a custom entity named Seats and grant agents access to the entity.
* Application use layout should be role specific.
Agents
* You must standardize the format used by agents to enter customer phone numbers.
* Agents need a solution to replace paper reservation checklists.
* Agents need dashboards to show a current count of all reservations on the entity.
* Agents need a way to track reservation issues.
* Agents need a visual indicator in the interface to determine the reservation step to provide a seamless customer experience.
* Agents need different versions of cancellation policies to send customers. One version must be controllable within the system.
* Agents need to view which pieces of luggage match to each passenger, and then need to add the total on the passenger record.
IT
* IT staff needs a mobile solution to see IT cases at the top of the menu since this is their primary focus.
* IT staff needs a system that is easy to navigate to active cases.
* IT specialists want to design Power BI reports. They need to understand the underlying table relationships of the system.
* IT specialists need a solution that is visual rather than text-based so they can quickly complete their tasks.
Management
* Management requires paginated reports for stakeholders.
* Management wants to provide frequent flyers with better service when the flyers call.
* Managers need to see all customer dashboards at the top of their menu on their mobile device.
Maintenance
* Maintenance supervisors must not have access to Dynamics 365 Customer Service. The supervisors must be able to communicate with the contracts team about contracts.
* Aircraft maintenance vendors must have only view and upload privileges to their invoices and receipts.
* Contracts with maintenance companies must be stored in Dynamics 365 Customer Service.