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Microsoft Dynamics 365: Core Finance and
1. Topic 1, Relecloud Case
Relecloud is a cloud point of sale (POS) software company specializing in direct to
consumer food stands. They have multiple business units using their new Dynamics
365 Finance and Operations implementation including customer-facing
representatives for account management, technical support, customer service, and
finance. There are two legal entities, one for operations and one for financials.
Customers pay for the Relecloud POS software monthly and everything is deployed in
the cloud. The Dynamics instance URL is https//relecloud prod
Munson’s Pickles and Preserves Farm is a company that uses Relecoud's cloud POS
software to sell their produce in farmers markets. Munson's was one of Relecloud's
first customers, and Relecloud stocks their employee lunchroom with Munson's
products. Munson's has also been subcontracting their employees to Relecloud to
help functionally build a best-in-breed solution. Munson's employees assume multiple
organizational positions. Each employee has only a single email address by which
people can contact them.
Current environment: System and IT
✑ Dynamics 365 for Finance and Operations was recently updated.
✑ All recurring batch jobs in the system were removed and recreated.
✑ The alert notification batch processing was recently changed from every 10 minutes
to once every two hours.
✑ Real-time reporting of the information is not needed.
Current environment: Customer Service
✑ Customer credit requests are entered through the customer service team.
✑ All requests must contain a date, time, reason for request, and customer service
notes on initial recommendations for credit action.
✑ Customers have multiple points of contact who can enter support tickets to the
✑ Tickets are automatically generated in the support team's third-party system when
they are created by support technicians.