Microsoft PL-400 Microsoft Power Platform Developer Online Training

Topic 1, Bellows Sports

Case study

Overview

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

Bellows Sports is the region’s newest, largest, and most complete sports complex. The company features baseball and soccer fields and two full-size hockey rinks. The complex provides coaching, recreational leagues, a pro shop, and state-of-the art customer and player amenities.

The company is organized into the following divisions:

– Baseball

– Hockey

– Soccer

Bellow Sports runs tournaments several times per year. Each tournament runs six weeks.

Current environment

Requirements

Bellow Sports tracks players and events in Microsoft Excel workbooks and uses email to communicate with players, partners, and prospective customers. The company uses a proprietary cloud-based accounting system.

The company relies on referrals from athletes for new business. Bellows uses a third-party marketing company to gather feedback and referrals from athletes. The third-party marketing company uploads a Microsoft Excel file containing lists of potential customers and players to the FTP site that Bellows Sports maintains.

Tournaments

Customer information is stored in the Accounts entity. Each tournament record must list the associated sales representative as the tournament owner. When team members create tournament records they must enter the start date for a tournament. The end date of the tournament must be automatically calculated.

Registration form

You must create a form to allow players to register for tournaments.

The registration form must meet the following requirements:

– Each division has tournaments that take place in specific locations. Users must be able to select the division for a tournament location.

– Information about upcoming tournaments must be pre-located into the registration form when the registration form loads.

– The form must include a custom button that sends an email confirmation to the player after the player registers.

– The button must not be visible until after the form is saved.

Security

The company identifies the following job roles:

You must grant users the minimum permissions required to perform their job tasks.

Data automation

– Customer name must be added to Dynamics 365 Finance automatically after it is entered.

– You must produce a report that details the number of registrations for a day and send the report as a PDF to the management team.

– You must implement mechanisms to handle all code-related errors.

– When a customer record is updated, the system must look up the account number for the customer in the accounting system.

– Referrals must be imported into the system as soon as they are available.

Issues

Apps

– The captions for the New and Save buttons do not render properly on the form.

– Interns can create apps but cannot interact with their own data.

Portal

The query for all registered users must return the data categorized by division. Queries must return only the Name and Sport fields. Queries return all fields.

The query is as follows:

Solution checker issues

You run solution checker and observe Plug-in or workflow activity errors in the following code sets:

Code

The following code runs when the registration form loads.

You must implement a mechanism to handle errors that occur in the code:

DRAG DROP

You need to select connectors for the app.

Which types of connectors should you use? To answer, drag the appropriate connectors to the correct requirements. Each connector may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.

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Correct Answer:

Explanation:

Box 1: Create a custom connector

A custom connector is a wrapper around a REST API (Logic Apps also supports SOAP APIs) that allows Logic Apps, Power Automate, or Power Apps to communicate with that REST or SOAP API.

Box 2: Use an AppSource connector

You can only retrieve the Customer, UnifiedActivity, and Segments entities through the Power Apps connector. Other entities are shown because the underlying connector supports them through triggers in Power Automate.

Scenario: Customer information is stored in the Accounts entity.

Box 3: Use a native application function

You must produce a report that details the number of registrations for a day and send the report as a PDF to the management team.

Reference:

https://docs.microsoft.com/en-us/connectors/custom-connectors/

https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/export-power-apps

You need to determine the primary cause of the issue reported by interns when they use the app.

What is the primary cause?

Reveal Solution Hide Solution

You need to handle errors in UpdateRecord.js.

Which code segment should you add at line UR06?

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DRAG DROP

You need to address the user interface issues.

What should you do? To answer, drag the appropriate actions to the correct issues. Each action may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.

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Correct Answer:

Explanation:

Box 1: Add &ribbondebug=true to the end of the application URL.

Scenario: The captions for the New and Save buttons do not render properly on the form. You can use the an in-app tool called the Command Checker to inspect the ribbon component definitions to help us determine why the button is not rendered correctly.

To enable the Command Checker, you must append a parameter &ribbondebug=true to your D365 application URL.

For example:

https://yourorgname.crm.dynamics.com/main.aspx?appid=9ab590fc-d25e-ea11-a81d-000d3ac2b3e6&ribbondebug=true

Box 2: Use the Ribbon Workbench

Adding Buttons to Ribbons

✑ Download and install Ribbon Workbench.

✑ Select a suitable ICON for your button.

✑ Create a solution.

✑ Edit the button in Ribbon Workbench.

✑ Publish and test.

Reference:

https://support.microsoft.com/en-us/help/4552163/ribbon-troubleshooting-guide

https://neilparkhurst.com/2015/10/19/adding-buttons-to-ribbons/

You need to add the script for the registration form event handling.

Which code segment should you use?

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DRAG DROP

You need to assign security roles to groups of users.

Which security roles should you use? To answer, drag the appropriate security types to the correct roles. Each security type may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.

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Correct Answer:

Explanation:

Scenario: The company identifies the following job roles:

You must grant users the minimum permissions required to perform their job tasks.

Intern: Environment Maker

Environment Maker: Can create new resources associated with an environment, including apps, connections, custom APIs, gateways, and flows using Microsoft Power Automate. However, this role doesn’t have any privileges to access data within an environment.

Manager: System Administrator:

System Administrator: Has full permission to customize or administer the environment, including creating, modifying, and assigning security roles. Can view all data in the environment.

Sales representative: Common Data Service User

Basic User/ Common Data Service User: Read (self), Create (self), Write (self), Delete (self)

Can run an app within the environment and perform common tasks for the records that they own.

HOTSPOT

You need to select data types for required fields.

Which data types should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

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Correct Answer:

Explanation:

Box 1: Option Set

Box 2: Date only

When team members create tournament records they must enter the start date for a tournament.

The end date of the tournament must be automatically calculated.

Box 3: Lookup

Customer information is stored in the Accounts entity. Each tournament record must list the associated sales representative as the tournament owner.

Note: When you create a new lookup column you are creating a new Many-to-One (N:1) table relationship between the table you’re working with and the Target Row Type defined for the lookup. There are additional configuration options for this relationship that are described in Create and edit relationships between tables. But all custom lookups can only allow for a reference to a single row for a single target row type.

Reference: https://docs.microsoft.com/en-us/powerapps/maker/data-platform/types-of-fields

You need to configure the system to support automation for referrals.

What are two possible ways to achieve the goal? Each correct selection presents a complete solution. NOTE: Each correct selection is worth one point.

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DRAG DROP

You need to determine how to implement rules for players who register for a soccer tournament.

Which business rule actions should you use? To answer, drag the appropriate business rule actions to the correct fields. Each business rule action may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.

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Correct Answer:

Explanation:

Scenario:

Weight: Set visibility action to No.

Age: Set Business Required action to Business required

Height: Set visibility action to No.

You need to add the script to populate event data on the form.

Which code segment should you use?

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HOTSPOT

You need to correct the portal query issues.

Which code should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

Reveal Solution Hide Solution

Correct Answer:

Explanation:

Scenario: The query for all registered users must return the data categorized by division. Queries must return only the Name and Sport fields. Queries return all fields.

The query is as follows:

Box 1: GET ..$select=name, sport

Use select to return only the Name and Sport fields.

Box 2: $apply(groupby(sport ne null)

Categorize by division, that is to sports.

HOTSPOT

You need to correct the portal query issues.

Which code should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

Reveal Solution Hide Solution

Correct Answer:

Explanation:

Scenario: The query for all registered users must return the data categorized by division. Queries must return only the Name and Sport fields. Queries return all fields.

The query is as follows:

Box 1: GET ..$select=name, sport

Use select to return only the Name and Sport fields.

Box 2: $apply(groupby(sport ne null)

Categorize by division, that is to sports.

You need to improve warehouse counting efficiency.

What should you create?

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You need to resolve CustomerB’s issues with the check-in application.

Which two options can you use? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

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You need to identify the execution mode that is being used for the ISV solution reported by User5.

Which type of execution mode is in use?

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You need to modify Microsoft flow to resolve CustornerCs issue.

What should you do?

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You need to reduce response time for the information email on the website.

What should you create?

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You need to ensure that Adventure Works Cycle can track information from visitors to bike fairs.

What should you create?

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HOTSPOT

You need to select the visualization component.

What should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

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Correct Answer:

Explanation:

Box 1: Flip switch

The Field Type to use Flip Switch would be ‘Two options’.

If you go by UI perspective, Flip switch control- Yes/No (Boolean) options would give the nice field look in the web, mobile app and Tablet. Instead of using check boxes and radio buttons, this control adds a visual effect like the On/Off switch way.

Box 2: Linear gauge

Box 3: Option Set

Option sets are the ideal choice for offering users a list of defined options for a field selection.

Reference:

https://www.inogic.com/blog/2018/04/controls-in-dynamics-365-for-mobile-app-flip-switch/

https://community.dynamics.com/365/sales/b/crminogic/posts/new-controls-for-phones-and-tablets-in-dynamics-crm-2016-update-1

DRAG DROP

You need to resolve the performance issue with the Total Billed customer plug-in.

In which order should you perform the actions? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.

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Correct Answer:

Explanation:

Scenario: User1 reports that performance is slow when viewing total billed customer time.

A plug-in for Dynamics 365 Sales automatically calculates the total billed time from all activities on a particular customer account, including sales representatives’ visits, phone calls, email correspondence, and repair time compared with hours spent.

Reference: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/register-deploy-plugins

You need to reduce response time for the information email on the website.

What should you create?

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DRAG DROP

You need to identify why employees are not receiving notification that nine customers are checked in and waiting in the repair area.

Which components should you test for each step? To answer, drag the appropriate components to the correct steps. Each component may be used once, more than once, or not at all.

You may need to drag the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.

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Correct Answer:

Explanation:

Scenario: A text alert must be sent to employees scheduled to assist in the repair area of the retail store if the number of repair check-ins exceeds eight.

Box 1: action

Box 2: condition

Box 3: data operation

You need to improve the efficiency of counting warehouse inventory.

What should you create?

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HOTSPOT

You need to select visualization components.

What should you use? To answer, select the appropriate options from the answer area. NOTE: Each correct selection is worth one point.

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Correct Answer:

Explanation:

Scenario: Customer satisfaction surveys are recorded with Microsoft Forms Pro.

Box 1: Flip switch

The flip switch is like an on/off switch, providing a choice between two values.

Box 2: Linear gauge

The linear gauge lets your users input numerical values by dragging a slider instead of typing in the exact quantity. The slider provides whole number input and display only. Use this control for any numerical and money columns.

Box 3: Option set

The choice control presents a set of options for your users to choose from when entering data.

You can customize forms (main, quick create, and quick view) and email templates by adding multi-select columns that are called Choices. When you add a choices column, you can specify multiple values that will be available for users to select. When users fill out the form they can select one, multiple, or all the values displayed in a drop-down list.

Reference: https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/additional-controls-for-dynamics-365-for-phones-and-tablets

You need to modify the Power Automate flow to resolve CustomerC’s issue.

What should you do?

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DRAG DROP

You need to recommend solutions to meet the e-commerce automation requirements.

Which platform tools should you recommend? To answer, drag the appropriate tools to the correct requirements. Each tool may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.

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Correct Answer:

Explanation:

Box 1: Logic Apps

Scenario: Ecommerce sales orders must be integrated into Dynamics 365 Finance and then exported to Azure every night.

For integration with Dynamics 365 Logic Apps can be used. It also supports scheduled actions.

For integration with Azure use Logic Apps, instead of Power Automate.

Incorrect Answers:

Workflow does not support run on schedule.

Power Automate does not support Azure integration. (For integration with Dynamics 365 Power Automate can be used. It also supports scheduled actions.)

Box 2: Power Automate

Scenario: Submitted customer surveys must generate an email to the correct department. Approval and follow-up must occur within a week.

Power Automate has approval flows.

Incorrect Answers:

Workflow does not support Approval workflows.

Reference:

https://docs.microsoft.com/en-us/microsoft-365/community/power-automate-vs-logic-apps

https://docs.microsoft.com/en-us/power-automate/replace-workflows-with-flows

You need to ensure that Adventure Works Cycles can track information from visitors to bike fairs.

What should you create?

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You need to reduce the number of Azure consumption API calls for User2.

Which markup segment should you use?

A)

B)

C)

D)

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Topic 3, Contoso Pharmaceuticals

Case study

Overview

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

Contoso Pharmaceuticals manufactures and sells drugs to retail and wholesale pharmacies, hospitals, and research facilities.

The company plans to implement Dynamics 365 Sales and Dynamics 365 Finance.

Current environment

✑ Contoso maintains a Microsoft Excel workbook that lists all drugs they supply.

✑ Pharmacies submit order requests through email.

✑ All information at customer locations is handwritten by customer representatives.

✑ Contoso uses Cerner, which is a medical industry application that uses a proprietary database.

✑ Some accounts are referrals from other pharmacies.

✑ Every pharmacy has its own Dynamics 365 Sales instance.

Requirements

General

Contoso wants to ensure that there is minimal custom code and custom connectors in the system.

Accounts

✑ Ensure that the names of the pharmacies are synced between the accounting and the customer management systems.

✑ Account numbers should be entered automatically into the pharmaceutical system that is in a Cerner database and kept in sync.

✑ When the account is entered into the system, extra fields must appear if the referral customer box is selected. If the box is not selected, the extra fields must not appear.

✑ A trigger must be created that changes the Priority field to 1 in the Account record 10 days after an Account record is created.

✑ A field named Priority_Trigger must be created to trigger the Priority field.

✑ A field named Facility type field must be added in order to select whether a

customer is a retail pharmacy, wholesale pharmacy, research facility, or hospital.

Users

✑ UserA must be able to create and publish Power Apps apps.

✑ UserB must be the owner of all the systems and be able to provide permissions and create all new environments.

✑ UserC must be able to create apps connected to the systems and update the security roles and entities.

✑ Pharmacy representatives must only be able to run the apps and access their own records.

✑ Access to the accounting Power Apps app must be restricted to accounting team members.

✑ End users must have minimum access to the required systems.

✑ Only supervisors must be able to view phone numbers in the Accounts form.

✑ Developers must be able to create new apps for all users.

✑ Sales users must only have access to their own records.

Reporting

Pharmacy orders must be displayed in four graphs as follows:

✑ Annual revenue over $100,000

✑ Annual revenues under $100,000

✑ Research facilities

✑ Hospitals

The graphs must be interactive, and users must be able to drill down on any dimension.

Customizations

✑ Ensure that notifications are sent to the sales team when a lead is added by using Slack.

✑ Ensure that leads have a review stage added to the sales process.

✑ Doctors must be manually added to a custom entity named Doctor if the doctor is not listed.

✑ Refill dates for customer prescriptions should be automatically determined and a notification should be sent to the customer.

✑ Fields for the doctor’s name and phone number must be displayed in the customer record.

✑ The doctor entered on the customer’s record must be validated against doctors that exist in the system.

✑ The new solution will be sold to other pharmacies for use. The application must not allow changes to be made.

✑ The solution must be error free so that when it is installed in other environments it does not cause issues.

✑ A custom mobile app must be created to allow salespeople to add or search by pharmacy name.

✑ Pharmacy records must be uniquely identified by pharmacy name, address, contact name, and phone number.

✑ When a pharmacy is added by using the mobile app, the phone number must be validated to be all digits.

HOTSPOT

You need to configure the fields with the appropriate type.

Which type should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

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Correct Answer:

Explanation:

Box 1: Lookup

Fields for the doctor’s name and phone number must be displayed in the customer record.

Lookup: A field that allows setting a reference to a single record of a specific type of entity.

Box 2: Calculated

Refill dates for customer prescriptions should be automatically determined and a notification should be sent to the customer.

Calculated field: Contains calculations that use fields from the current entity or related parent entities.

Box 3: Text

Field data type: Single Line of Text:

This field can contain up to 4,000 text characters. You can set the maximum length to be less than this. This field has several format options that will change the presentation of the text. These options are Email, Text, Text Area, URL, Ticker Symbol, and Phone.

Reference: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/types-of-fields

You need to ensure that users can create the required charts.

Which two actions should you perform? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.

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DRAG DROP

You need to select a process to create each function.

Which process should you use? To answer, drag the appropriate processes to the correct functions. Each process may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.

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Correct Answer:

Explanation:

Box 1: Power Automate

Ensure that notifications are sent to the sales team when a lead is added by using Slack

Power Automate is a service that helps you create automated workflows between your favorite apps and services to synchronize files, get notifications, collect data, and more.

Box 2: Business rule

A trigger must be created that changes the Priority field to 1 in the Account record 10 days after an account record is created.

A field named Priority_Trigger must be created to trigger the Priority field.

Business rules provide a simple interface to implement and maintain fast-changing and commonly used rules.

Box 3: Business process flow

Ensure that leads have a review stage added to the sales process.

Use business process flows to define a set of steps for people to follow to take them to a desired outcome. These steps provide a visual indicator that tells people where they are in the business process.

Reference:

https://docs.microsoft.com/en-us/power-automate/

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/create-business-rules-recommendations-apply-logic-form

https://docs.microsoft.com/en-us/power-automate/business-process-flows-overview

You need to create the model-driven app for referral.

Which function should you add?

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You need to create an application to deploy to other pharmacies.

What should you do?

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You need to configure that the mobile app meets the requirements for phone entries.

Which expression should you use?

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You need to configure the trigger for account records.

Which expression should you use?

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DRAG DROP

You need to assign the minimum environment security role to the appropriate users.

Which security roles should you use? To answer, drag the appropriate security roles to the correct users. Each security role may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.

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Correct Answer:

Explanation:

Box 1: Common Data Service User

UserA must be able to create and publish PowerApps apps.

Common Data Service directly against your core business data already used within Dynamics 365 without the need for integration.

✑ Build Apps against your Dynamics 365 Data

✑ Manage reusable Business logic and rules

✑ Reusable skills across Dynamics 365 and Power Apps

Box 2: Environment Maker

UserB must be the owner of all the systems and be able to provide permissions and create all new environments.

The Environment Maker role can create resources within an environment including apps, connections, custom connectors, gateways, and flows using Power Automate.

Box 3: System Administrator

UserC must be able to create apps connected to the systems and update the security roles and entities.

System Administrator is the highest level role which encompasses all the privileges and has over-riding rights. The System Administrator has the authority to allow and remove access of other users and define the extent of their rights. For example, the System Administrator and the System Customizer are given access to custom entities by default while all other users need to be given access. This is the only role that cannot be edited.

Box 4: System Customizer

End users must have minimum access to the required systems.

Sales users must only have access to their own records.

The System Customizer role is similar to the System Administrator role which enables non-system administrators to customize Dynamics 365. A Customizer is a user who customizes entities, attributes and relationships.

Reference:

https://docs.microsoft.com/en-us/power-platform/admin/environments-overview

https://crmbook.powerobjects.com/system-administration/business-administration/security-roles/

DRAG DROP

You need to select a process to create each function.

Which process should you use? To answer, drag the appropriate processes to the correct functions. Each process may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.

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Correct Answer:

Explanation:

Box 1: Microsoft flow

Using Microsoft Flow, you can automatically post to Slack when an event happens in Dynamics 365, enabling similar functionality that is available with the Microsoft Yammer integration with third-party collaboration tools.

Box 2: Workflow

Box 3: Business process flow

A business process flow is composed of Stages, and within each stage there are Steps to complete which are fields. In the business process flow heading, a user can see which stage they are at in the process, and which steps they need to complete before they proceed in the process.

Business process flows enable you to require users to complete certain steps before completing the process and if needed you can also allow users to jump stages.

Reference: https://us.hitachi-solutions.com/blog/dynamics-365-workflow-vs-microsoft-flow/

DRAG DROP

You need to assign the minimum environmental security role to the appropriate users.

Which security roles should you use? To answer, drag the appropriate security roles to the correct users. Each security role may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.

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Correct Answer:

Explanation:

Box 1: Environment Maker

UserA must be able to create and publish Power Apps apps.

The Environment Maker role can create resources within an environment including apps, connections, custom connectors, gateways, and flows using Power Automate.

Box 2: System Administrator

UserB must be the owner of all the systems and be able to provide permissions and create all new environments.

The System Administrator has full permission to customize the system. Can view all data in the system.

Box 3: System Customizer

UserC must be able to create apps connected to the systems and update the security roles and entities.

The System Customizer has full permission to customize the system. Can only view rows for system tables that they create.

The difference between the System Administrator and System Customizer security roles is that a system administrator has read privileges on most rows in the system and can see everything. Assign the System Customizer role to someone who needs to perform customization tasks but shouldn’t see any data in the system tables.

Box 4: Common Data Service User

To stay consistent with our product rebranding effort, the security role Common Data Service User is being changed to Basic User.

The Basic User security role primarily contains Basic privileges for core entities where the user can write, update, and delete records that they created or owned.

Reference:

https://docs.microsoft.com/en-us/power-platform/admin/environments-overview

https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/privileges-required-customization – system-administrator-and-system-customizer-security-roles

https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/privileges-required-customization#system-administrator-and-system-customizer-security-roles

https://docs.microsoft.com/en-us/power-platform-release-plan/2020wave2/data-platform/common-data-service-user-security-role-renamed-basic-user

https://docs.microsoft.com/en-us/power-platform-release-plan/2020wave2/data-platform/common-data-service-user-security-role-renamed-basic-user

You need to create an application to deploy to other pharmacies.

What should you do?

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DRAG DROP

You need to set up security to meet the requirements.

How should you configure security? To answer, drag the appropriate security mechanisms to the correct users. Each security mechanism may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.

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Correct Answer:

Explanation:

Box 1: Field level security

Only supervisors must be able to view phone numbers in the Accounts form.

You use field security tables to apply field-level security, which restricts field access to specified users and teams. The scope of field-level security is global, which means that it applies to all records within the organization, regardless of the business unit hierarchical level to which the record or the user belongs. Field security works in all Microsoft Dataverse clients, including the Web client, Dynamics 365 for Outlook, and Dynamics. It applies to all components, such as the Dataverse web services, reports, search, offline, filtered views, auditing, and duplicate detection.

Box 2: Team Security

Sales users must only have access to their own records.

Owner team: An owner team owns records and has security roles assigned to the team. A user’s privileges can come from their individual security roles, those of the teams that they’re part of or the ones they inherit. A team has full access rights on the records that the team owns. Team members are added manually to the owner team.

Box 3: Environment security

Developers must be able to create new apps for all users.

Environment maker: Can create new resources associated with an environment, including apps, connections, custom APIs, gateways, and flows using Microsoft Power Automate. However, this role doesn’t have any privileges to access data within an environment.

Reference:

https://docs.microsoft.com/en-us/powerapps/developer/data-platform/field-security-entities

https://docs.microsoft.com/en-us/power-platform/admin/database-security

https://docs.microsoft.com/en-us/power-platform/admin/database-security

https://docs.microsoft.com/en-us/power-platform/admin/manage-teams – types-of-teams

https://docs.microsoft.com/en-us/power-platform/admin/manage-teams#types-of-teams

You need to configure the trigger for the priority field in the Account entity.

Which expression should you use?

Reveal Solution Hide Solution

You need to create the model driven app for accounts designated as referrals.

What should you add to the app?

Reveal Solution Hide Solution

You need to create the customer mobile app.

Which type of function expression should you use?

Reveal Solution Hide Solution

HOTSPOT

You need to synchronize pharmacy names and ensure that Dynamics 365 Sales data propagates correctly to the Cerner system.

What should you do? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

Reveal Solution Hide Solution

Correct Answer:

Explanation:

Box 1: Use a Data Integration template in Power Apps.

Ensure that the names of the pharmacies are synced between the accounting and the customer management systems.

Note: The Data Integrator (for Admins) is a point-to-point integration service used to integrate data into Dataverse. It supports integrating data between Finance and Operations apps and Dataverse. It also supports integrating data into Finance and Operations apps and Dynamics 365 Sales.

The Data Integrator (for Admins) consists of the Data Integration platform, out-of-the-box templates provided by our application teams (for example, Finance and Operations apps and Dynamics 365 Sales) and custom templates created by our customers and partners.

Box 2: Create a workflow in Dynamics 365 Sales.

Account numbers should be entered automatically into the pharmaceutical system that is in a Cerner database and kept in sync.

Note: Start When: Use the options in this section to specify when a workflow should start automatically. You can configure a real-time workflow to be run before certain events. This is a very powerful capability because the workflow can stop the action before it occurs.

The options are:

✑ Record is created

✑ Record status changes

✑ Record is assigned

✑ Record fields change

✑ Record is deleted

Reference: https://docs.microsoft.com/en-us/power-platform/admin/data-integrator

Topic 4, Proseware, Inc

Background

Proseware, Inc. is an industry leading software company with several thousand employees. The company has had some trouble recruiting talented employees. Top-level candidates interview with the company but go on to work for competitors.

Feedback from candidates show that some offers were not accepted because the interview scheduling process was unpleasant. The company does not have a system to keep track of the candidates that were not selected.

Current environment

The recruiting process starts when an individual applies for a position on the company website. The individual may have found the position on their own, they may have been officially referred by an employee, or in some cases were contacted directly by a hiring manager and encouraged to apply. Recruiters schedule an interview with a hiring manager and interviews with two senior team members. Each interview results in feedback about the candidate and a recommendation whether to hire or not.

The recruiting team manages all information by using a model-driven application.

The company has the following Microsoft Dataverse tables and columns:

• JobPosting

o Hiring Manager – lookup to SystemUser

o Recruiter Assigned – lookup to SystemUser

• Contact (Job Applicant) o Contact identifier

o First name o Last name

o Time-Zone Offset

o Person of Interest – Yes/No (default)

• Application proapplication

o Contact identifier, Contact – lookup to Contact o Job Posting – lookup to JobPosting

o pro_recruiterassignedid

• Interview

o Application – lookup to Application o Job Posting – lookup to JobPosting o Recommend – Choice (Yes (0), No (1), and null (default) are the available values) o Person of Interest – Yes/No, No is the de’aul: value

• Referral

o Contact – lookup to Contact o Referrer – lookup to SystemUser o Job Posting – lookup to JobPosting

• SystemUser

o Manger – lookup to SystemUser o Time-Zone Offset

• Recruiter

o Recruiter identifier o Recruiter name

Applications

There may be multiple applications associated with each job posting. Applications are linked to an employee record if an employee referred the applicant for a position. The same individual can be an applicant for multiple job postings.

Interviews

Each interview is performed by an employee and is related to a single application.

The interview scheduling process may force potential candidates to accept interviews at unusual times with the senior team members due to time-zone differences.

Interview scheduling

The system must provide recruiters with a list of team members and their time-zone information.

You must create a Microsoft Power Apps Component Framework (PCF) control for the Job Application form to display a list of senior team members who report directly to a hiring manager.

• The control must display the current time in each team members local time.

• The control must be bound so that it minimizes the amount of code that must be written.

• You must display the list of team members and sort the list to show team members who reside in time zones closest to the applicant’s time zone first.

You must develop a second PCF control that displays the time-zone name and current time on the Job Application form. You must display the data in the candidate’s local time.

Historical information tracking

You must create a process to identify individuals as a person of interest that the company should consider hiring. You must assign each individual a score based on their past interactions.

• You must be able to determine the following information about a candidate:

o The number of interviews in the past two years and whether team members provided recommendations

o The number of hiring manager referrals and employee referrals in the past two years

o Whether the individual has any of the 12 designations or certifications that the company considers significant

• Only a single referral can be made per job application. The system must be able to support multiple referrals for a candidate.

• The system must track referrals even if an application is not completed.

Historical information scoring

The automated process must run weekly to assess all candidates. The process must also run automatically when historical information is updated. You must be able to perform scoring by selecting a command button on the contact form.

• This new command button must only be visible to employees who belong to a security role assigned named Recruiter. The command button must not be visible to anyone unless the contact form is in Update mode.

• A person of interest is defined as having a score of 15 or more based on the following historical information criteria:

o Each interview with a recommendation adds two to the score.

o Each interview without a recommendation subtracts two from the score.

o Each employee or manager referral adds one to the score.

o Each designation or certification adds one to the score.

• All scoring elements must be recalculated when changes occur. You must assign the score to the Person of Interest field.

• Values representing totals or scores must be stored in their own numeric fields.

• Plug-ins must be used to keep the Person of Interest field on active interview records associated with the Contact.

• Plug-ins registered on the update of the Person of Interest field must send an email notification when the candidate named in the email is a person of interest. Recruiters must receive the message when the field is updated on the Contact record.

• Interviewers must get an email notification when the Person of Interest field on the interview record is successfully updated.

Design guidelines

The following design guidelines must be followed:

• Schema changes must be made using the method requiring the least amount of storage to meet the requirement.

• Out-of-the-box functionality must be used when possible.

• Any code required to calculate scores must be able to be run from a single point.

• Email notifications need to be kept to a minimum.

Issues

• Recruiters report that the command button to score a candidate is not working. You debug the code and observe that the context input parameter is null.

• The system does not support associating designations and certifications with candidates.

• The value for the field used by the PCF control to display local time is saved to Microsoft Dataverse each time an active application record is opened.

• Interviewers report that they do not receive email notifications when interview records are created for an existing person of interest.

HOTSPOT

You need to implement ribbon display rules to control availability for the scoring command button.

Which rule types should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

Reveal Solution Hide Solution

Correct Answer:

You need to resolve the issue with the new command button.

What should you do?

Reveal Solution Hide Solution

You need to prevent the field used by the PCF control from updating the record.

What are two possible ways to achieve the goal? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

Reveal Solution Hide Solution

You need to determine the cause for the issue reported by the interviewers.

What is the root cause of the issue?

Reveal Solution Hide Solution

You need to configure the PCF control to display team members for interview scheduling.

Which two inputs should you use? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.

Reveal Solution Hide Solution

HOTSPOT

You develop the following code for the plug-in that sends email notifications to recruiters.

For each of the following statements, select Yes f the statement is true. Otherwise, select No NOTE: Each correct select in worth one point.

Reveal Solution Hide Solution

Correct Answer:

HOTSPOT

You create the following Fetch XML query to determine the number of interviews where there are no recommendations for an applicant.

For each of the following statements, select yes if the statements is true, Otherwise select No. NOTE: Each correct selectin is worth one pint.

Reveal Solution Hide Solution

Correct Answer:

Topic 5, Northwind Traders

Case study

Background

Northwind Traders uses Microsoft Dynamics 365 Sales to manage its sales process. To better understand its customers, Northwind Traders invests in a team of researchers who gather data from multiple sources. The company stores the data it collects in a Microsoft Azure SQL Database. The company plans to use the data to enrich account records and make the sales team more effective.

Environment

• The company has three Microsoft Power Platform environments with Dynamics 365 Sales installed. The environments are named development, test, and production.

• Each environment has an application user that can be used for integrations.

• The company must use solutions to perform all customization and configuration deployment.

Data

• Researchers are responsible for creating account records.

• Researchers have permissions on the Account table to create records, read all records, and update records they own.

• A synchronous plug-in runs when an account record is created and could reassign the record to a different user.

• Users must access data as themselves to enforce security and audit changes.

• A column named new_dataid is added to the Account table. The column uniquely identifies which data it should receive.

• Researchers have researched only the top 20 percent of account records.

Web API

• The company creates an Azure Function to run a RESTful .NET Web API.

o Data can be retrieved by placing a GET request to the URL https://dataservice-tENVIRONMENTNAIvlEl.azurewebsites.net/enrich/IDATAID].

■ [ENVIRONMENTNAME] is the name of the Microsoft Power Platform environment that requests the data.

■ [DATAID] is the new.dataid column in the Account table.

o The Web API response will return a 200 response plus data if the Datald is found. Otherwise, a 404 response is returned.

• Developers plan to create a custom connector from the Web API to make it accessible from Microsoft Power Platform.

Custom connector

• The Web API definition used to create The custom connector must be generated based on a low-code technology.

• The URL used by the custom connector must incorporate the current environment name without hardcoding values.

• Errors generated by the custom connector must not cause downstream processes to fail.

• Text descriptions and field placeholder text that describe the use of the custom connector must appear for non-developers.

Process

• All account records must be updated with data from the Web API once automatically.

• Only account records that contain a Datald should be updated by the Web API.

• Researchers must create Power Automate flows to specify data analysis priority.

• The researchers require a process that repurposes a set of identical steps of parameterized Microsoft Dataverse queries from a Power Automate flow for use in other flows that have different parameters. The researchers want to avoid recreating the steps manually each time they create a flow to save time and avoid errors.

Issues

• A tester attempts to connect to the production instance of the Web API with a Datald that should return data. The tester receives an error stating that the remote name could not be resolved.

• A missing component causes an error to occur when importing the solution that contains the Power Automate flow to update account records in a test environment.

You need to ensure data returned from the Web API corresponds to the correct environment.

What should you use?

Reveal Solution Hide Solution

DRAG DROP

You need to configure the custom connector to incorporate the environment name and Datald in the Web API URL

Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order. NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.

Reveal Solution Hide Solution

Correct Answer:

HOTSPOT

You need to configure the Web API and create the custom connector.

Which action should you perform for each step? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

Reveal Solution Hide Solution

Correct Answer:

You need to choose a technology to access the Web API.

Which technology should you select?

Reveal Solution Hide Solution

DRAG DROP

You need to configure a Power Automate flow to update account records by using the response from the Web API.

Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

Reveal Solution Hide Solution

Correct Answer:

You need to configure the row filter on the Dataverse trigger.

Which filter should you use?

Reveal Solution Hide Solution

HOTSPOT

You need to configure a Dataverse trigger and action in a Power Automate flow so researchers can update account records with data from the Web API even if they do not have edit privileges on the record.

What should you configure for each trigger and action requirement? To answer select the appropriate options in the answer area. NOTE: Each correct selection is worth one point

Reveal Solution Hide Solution

Correct Answer:

You need to determine which component to add to the solution to resolve the account records import error.

Which component should you add?

Reveal Solution Hide Solution

HOTSPOT

You need to configure security for the Azure Function and custom connector.

Which security tool should you configure for each item? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

Reveal Solution Hide Solution

Correct Answer:

You need to determine the cause of the 404 error when connecting to the production instance of the Web API.

What do you identify?

Reveal Solution Hide Solution

DRAG DROP

You need to implement a reusable solution to encapsulate the parameterized Dataverse queries.

Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

Reveal Solution Hide Solution

Correct Answer:

Explanation:

Create a real-time workflow that uses a custom workflow activity to perform the Dataverse queries

Run the real-time workflow by useing the Dataverse connector.

Run the custom process action by using the Dataverse connector.

Topic 6, City Power & Light

Background

City Power & Light is an energy and utilities company that has offices in Europe. The company subsidizes home improvements for domestic customers, to improve energy efficiency and to meet environmental commitments. The company also distributes and generates electricity for domestic and commercial customers. The company has 2,000 employees in multiple offices and in work-from-home locations.

City Power & Light uses a team of schedulers, assessors, field engineers, and customer support agents for home improvements in a program named Get Energy Fit.

Current Environment

Get Energy Fit Program

City Power & Light uses the following to manage the Get Energy Fit program:

• The company uses a Microsoft Excel spreadsheet named Planning Hub on Microsoft SharePoint Online to store information about customer appointments, customer details, and customer eligibility in the program.

• The company records sensitive customer information that includes the document identification numbers and the customer’s financial information.

• The company uses an assessor to verify customer eligibility in the program and to perform a suitability assessment. The assessor completes the suitability assessment by using a paper and clipboard at the customer property and enters the data to tte Planning Hub after the assessment is

completed. The assessor also uploads * photographs to an on-premises document library. The assessor completes the eligibility assessment by using an application written in React.

• Schedulers use Microsoft Outlook to schedule engineers and assessors for home improvement appointments. About 200 appointments are scheduled daily.

• Employees for the company submit funding claims on behalf of the customer by uploading evidence and compliance checks information to an application named the Claim Submission Portal.

Technical Environment

• Schedulers use Windows 11 desktop and laptop computers with the latest version of Microsoft Edge.

• Assessors use iOS and Android tablet devices.

• The Claim Submission Portal uses REST-based APIs for all operations and a dedicated testing environment. Authentication to the API is provided by using the following example header key and value pair

o Authentication: 2C8D41431415E429C7FC7A74D8315

• The company uses Microsoft Azure for hosting multiple applications.

Requirements

Overview

City Power & Light plans to implement Microsoft Power Platform to improve the customer experience and increase delivery for the Get Energy Fit program.

Business Requirements

• Only team leaders and senior managers should have access to read personally identifiable information (Pll).

• All development changes must be tested in a separate environment.

• The company requires out-of-the-box solutions, when possible.

• Sensitive credentials, such as user passwords and API secrets, must be stored securely.

• The Claim Submission Portal must allow citizen developers to create automated solutions.

• Customer and appointment information must be accessible to all applications.

Planning Hub Application

The company is planning to replace the Planning Hub spreadsheet with a new application.

The new application has the following requirements:

• The application must support a component design that provides rapid changes requested by the schedulers.

• The data model for the application must capture the following information:

• The application must support a component design that provides rapid changes requested by the schedulers.

• The data model for the application must capture the following information;

o Information about customers such as name, address, and other PH.

o The data and time for an assessor’s or engineer’s appointment. Schedulers must be able to view all appointments without filters,

o Records the details of the home improvements installed for the customer,

o Contains all the information and evidence for submission to the Claim Submission Portal.

• After an assessor uploads the funding application and all evidence after a home improvement has been complete, the company requires that the status of the application is set to Submit and should run the following:

o Retrieve the details about the customer and the improvement installed,

o Send an approval to a senior manager to review and approve in Microsoft Teams. o Upload the information to the API endpoint.

o if the upload fails to complete, it should retry after a delay of 30 seconds up to three times. If an error occurs after three times, the application should send an email notification to the application support team.

o Must record the status on the funding application.

Suitability Assessment Tool

The company plans to implement a new application named the Suitability Assessment Tool for the assessors.

The new application has the following requirements:

• Must integrate with Microsoft Power Platform.

• Assessors must be able to complete the eligibility assessment by using the Suitability Assessment Tool. The assessors must be able to upload photographs to the on-premises file share.

• Must be developed by using modular components that can be used by other applications.

• Must be optimized for use on tablet devices.

• All changes to the application must be completed in the Suitability Assessment Tool solution.

Reporting

The company has the following requirements for a reporting solution:

• The data source for the reporting solution must support incremental refreshes.

• The solution must report accurate data if an error occurs.

DRAG DROP

You need to design the Planning Hub data model.

Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

Reveal Solution Hide Solution

Correct Answer:

DRAG DROP

You need to build the automation for the Planning Hub application.

Which connector should you use? To answer, move the appropriate connectors to the correct requirements. You may use each connector once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.

Reveal Solution Hide Solution

Correct Answer:

You need to implement the Suitability Assessment Tool.

What should you use?

Reveal Solution Hide Solution

HOTSPOT

You need to deploy the changes and resolve the issue with the Planning Hub application.

What should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

Reveal Solution Hide Solution

Correct Answer:

You need to create the eligibility assessment app.

Which command should you run?

Reveal Solution Hide Solution

HOTSPOT

You need to resolve the issues with the appointment data.

What should you change on the view? To answer, select the appropriate interface components in the answer area. NOTE: Each correct selection is worth one point.

Reveal Solution Hide Solution

Correct Answer:

You need to resolve the issue with the eligibility assessment tool.

Which two commands should you run? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.

Reveal Solution Hide Solution

DRAG DROP

You need to configure a custom connector for the claim submission portal API.

Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

Reveal Solution Hide Solution

Correct Answer:

You need to resolve the funding application issue.

Which component should you use?

Reveal Solution Hide Solution

You need to identify the Azure service to use for the Planning Hub application.

Which service should you use?

Reveal Solution Hide Solution

Topic 7, Misc. Questions

You are building a custom application in Azure to process resumes for the HR department.

The app must monitor submissions of resumes.

You need to parse the resumes and save contact and skills information into the Common Data Service.

Which mechanism should you use?

Reveal Solution Hide Solution

Topic 7, Misc. Questions

You are building a custom application in Azure to process resumes for the HR department.

The app must monitor submissions of resumes.

You need to parse the resumes and save contact and skills information into the Common Data Service.

Which mechanism should you use?

Reveal Solution Hide Solution

A company manages capital equipment for an electric utility company. The company has a SQL Server database that contains maintenance records for the equipment.

Technicians who service the equipment use the Dynamics 365 Field Service mobile app on tablet devices to view scheduled assignments. Technicians use a canvas app to display the maintenance history for each piece of equipment and update the history.

Managers use a Power BI dashboard that displays Dynamics 365 Field Service and real-time maintenance data.

Due to increasing demand, managers must be able to work in the field as technicians.

You need to design a solution that allows the managers to work from one single screen.

What should you do?

Reveal Solution Hide Solution

HOTSPOT

You work for a staffing company that helps employees fill temporary jobs. Available temporary jobs are categorized and listed on a secure area of the company’s website.

The company wants to eliminate manual work that relates to job and candidate management. The company plans to invite employers with available jobs and job candidates to view jobs by sending personalized invitations.

The company identifies the following requirements:

✑ Human resources team members from the staffing company must be able to access the jobs listing and post available positions.

✑ Employers seeking temporary employees must also be able to access the jobs listing and post available positions.

✑ Approved job candidates must be notified about new positions for which they are qualified.

✑ Approved job candidate must have an option to accept a job assignment directly from a notification.

You need to perform a gap analysis against the features and capabilities of the Power Platform.

Which features should you implement? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

Reveal Solution Hide Solution

Correct Answer:

Explanation:

Box 1: Custom self-service portal for both employers and job candidates

If you select an environment that contains customer engagement, you can create the following portals:

Customer self-service portal: A customer self-service portal enables customers to access self-service knowledge, support resources, view the progress of their cases, and provide feedback.

Partner portal: A partner portal allows every organization with resellers, distributors, suppliers, or partners to have real-time access to every stage of shared activities.

Employee self-service portal: An employee self-service portal creates an efficient and well-informed workforce by streamlining common tasks and empowering every employee with a definitive source of knowledge.

Box 2: Model-driven app with push notifications

Compared to canvas apps, model-driven apps in PowerApps are based on underlying data ― specifically, the data stored in Common Data Service (CDS).

Box 3: Webform with target set to the job custom entity

Box 4: Configure a value for the Execute Workflow on Redeeming Contact option only.

Execute Workflow on Redeeming Contact: A workflow process to be executed when the invite is redeemed. The workflow will be passed the redeeming contact as the primary entity.

Box 5: Configure the value for the Assigned to Account option only.

Assign to Account: An account record to be associated as the redeeming contact’s parent customer when the invite is redeemed.

Reference:

https://docs.microsoft.com/en-us/powerapps/maker/portals/portal-templates

https://global.hitachi-solutions.com/blog/canvas-vs-model-driven-apps

https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/invite-contacts#invitation-attributes

HOTSPOT

You are synchronizing company data from a SQL Server-based .NET application into a Common Data Service (CDS) environment.

The data is entered in both the SQL Server and CDS systems.

You have a program that includes the following code:

For each of the following statements, select Yes if the statement is true. Otherwise, select No. NOTE: Each correct selection is worth one point.

Reveal Solution Hide Solution

Correct Answer:

Explanation:

Box 1: No.

An alternate key is needed, not a new field for the record identifier.

Box 2: Yes

The specified key attributes are not a defined key for the account entity.

Name: EntityKeyNotDefined

Message: The specified key attributes are not a defined key for the {0} entity

Box 3: Yes

One way to create an entity is by using the UpsertRequest class. An upsert will create a new entity when there is no existing record that has the unique identifiers included in the entity passed with the request.

Box 4: No

Reference:

https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/org-service/web-service-error-codes

https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/org-service/entity-operations-update-delete#use-upsert

DRAG DROP

A company is creating a new system based on the Common Data Service (CDS).

You need to select the CDS features that meet the company’s requirements.

Which features should you select? To answer, drag the appropriate features to the correct requirements. Each feature may be used once, more than once, or not at all. You may needs to drag the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.

Reveal Solution Hide Solution

Correct Answer:

Explanation:

DRAG DROP

A company is creating a new system based on the Common Data Service (CDS).

You need to select the CDS features that meet the company’s requirements.

Which features should you select? To answer, drag the appropriate features to the correct requirements. Each feature may be used once, more than once, or not at all. You may needs to drag the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.

Reveal Solution Hide Solution

Correct Answer:

Explanation:

DRAG DROP

A company is creating a new system based on the Common Data Service (CDS).

You need to select the CDS features that meet the company’s requirements.

Which features should you select? To answer, drag the appropriate features to the correct requirements. Each feature may be used once, more than once, or not at all. You may needs to drag the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.

Reveal Solution Hide Solution

Correct Answer:

Explanation:

DRAG DROP

A company is creating a new system based on the Common Data Service (CDS).

You need to select the CDS features that meet the company’s requirements.

Which features should you select? To answer, drag the appropriate features to the correct requirements. Each feature may be used once, more than once, or not at all. You may needs to drag the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.

Reveal Solution Hide Solution

Correct Answer:

Explanation:

DRAG DROP

A company implements Dynamics 365 Sales.

Only sales managers must be able to perform the approval to move high value sales on in the opportunity qualification process. A new field must be created to capture the approval.

You need to create and secure the new field.

Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

Reveal Solution Hide Solution

Correct Answer:

Explanation:

Step 1: Enable field security in the Approval field.

✑ Enable field security on one or more fields for a given entity.

✑ Associate one more existing security profiles, or create one or more new security profiles to grant the appropriate access to specific users or teams (step 2 and step 3 below).

Step 2: Create a new field security profile.

Create a new field security profile for the sales manager.

Step 3: Set the field permissions…security profile

Step 2 and step 3, example:

Configure the security profiles.

✑ Create the field security profile for sales managers.

✑ Go to Settings > Security.

✑ Click Field Security Profiles.

✑ Click New, enter a name, such as Sales Manager access contact mobile phone, and click Save.

✑ Click Users, click Add, select the users that you want to grant read access to the mobile phone number on the contact form, and then click Add.

✑ Click Field Permissions, click mobilephone, click Edit, select Yes next to Allow Read, and then click OK.

Reference: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/admin/field-level-security

HOTSPOT

A company delivers packages to businesses and consumers. A custom entity named Package captures the package details.

You need to add the following sets of fields to the entity and leverage the built-in operations of the platform:

✑ A set of fields to represent the package length, width, depth, and weight. The maximum value for any dimension is 100 centimeters.

✑ A set of fields for time-sensitive attributes to calculate the efficiency of a delivery based on when the delivery is entered in the system and the existing custom fields: Pickup time and Delivery time.

Which constructs should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

Reveal Solution Hide Solution

Correct Answer:

Explanation:

Box 1: DIFFINMINUTES (Created on, Delivery Time)

DIFFINMINUTES (date and time, date and time) returns the difference in minutes between two Date and Time columns.

Box 2: Duration

Reference: https://docs.microsoft.com/en-us/powerapps/maker/common-data-service/define-calculated-fields

A financial services company uses the Common Data Service (CDS) to develop solutions. The company uses development and production instances.

You need to move solutions from the development instance to the production instance.

What are two possible ways to achieve this goal? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

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HOTSPOT

A company uses SharePoint for its intranet and other functions. The company has also implemented model-driven apps.

SharePoint users must be able to create contact records in the Common Data Service (CDS), without having to navigate to the model-driven apps.

You need to create a link in SharePoint to open the CDS contact from displaying data from SharePoint.

How should you complete the URL? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

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Correct Answer:

Explanation:

https://contoso.crm.dynamics.com/main.aspx?etn=contact&extraqs=param_1%3D&pagetype=entit yrecord

Box 1: main.aspx

Example, to open the Active Contacts view.

https://myorg.crm.dynamics.com/main.aspx?etn=contact&pagetype=entitylist&viewid={00000000-0000-0000-00AA-000010001004}

Box 2: etn

Etn: The logical name of the entity. Important: Do not use the etc (entity type code) parameter that contains an integer code for the entity. This integer code varies for custom entities in different organizations.

Box 3: Extraqs

Extraqs: Optional for forms. This parameter contains encoded parameters within this parameter. When you open a new form by using the URL address, you can include arguments in the extraqs parameter to set field values

Note: You must encode the parameters passed in the extraqs parameter. To encode the parameters, use encodeURIComponent. To use special characters like "=" or "&" in the parameter values, you must double encode (e.g. to set name to A=B&C, it would be extraqs=name%3DA%253DB%2526C).

Box 4: entityrecord

Reference:

https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/open-forms-views-dialogs-reports-url

https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/set-field-values-using-parameters-passed-form

A company uses a model-driven app to record details of laboratory test.

You are asked to create a custom component that makes it easier to capture multiple values from lab test results on mobile devices.

You need to create the interface for the dataset in case the mobile devices lose connection to the network.

Which method should you use?

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A bank uses a Common Data Service solution to manage clients.

Bank representatives perform client credit checks while the client is present. Credit checks may take up to five minutes to complete.

Bank policy dictates that the bank representative’s app must stay blocked until credit checks are complete.

You need to display a model-driven app while credit checks run to ask the bank representative and client to wait for the credit check to complete.

Which function should you use?

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DRAG DROP

You are creating a model-driven app.

Users need to see only the entities in the app navigation that are relevant to their role and their method of accessing the app.

You need to restrict entities on the sub-areas in the SiteMap.

Which properties should you use? To answer, drag the appropriate properties to the correct requirements. Each property may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.

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Correct Answer:

Explanation:

Box 1: Privileges

Privileges: This defines whether a subarea is displayed based on privileges available in any security roles that are assigned to the user.

Box 2: SKU

SKUs: Select the versions of Dynamics 365 that display this subarea.

Box 3: Client

Client: Select the type of client that displays this subarea.

Incorrect Answers:

Offline Availability: Select this check box to make this subarea available to users when they are offline in Dynamics 365 for Outlook.

Reference: https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/create-site-map-app

HOTSPOT

You are troubleshooting Power Apps solutions.

You need to determine the cause for the identified issues.

What is the root cause for each issue? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

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Correct Answer:

Explanation:

Box 1: A canvas app in the first solution has errors.

Failures that occur during background processing of the analysis will fail with ‘Couldn’t be completed’ status and return an error message in the Power Apps portal as well as send email notification to the requestor.

Selecting the portal notification will link to this page of common issues for further troubleshooting. If one of the provided common issues does not resolve the problem, a reference number is also returned. Provide this reference number to Microsoft Support for further investigation.

Box 2: The code uses the following rule: web-use-strict-mode web-use-strict-mode is able to throw a SyntaxError before the script is executing.

Example:

The reason is JavaScript lets you compare different variable types but this can have unexpected results, so by using the strict === it compares the same type and won’t have unexpected results this gets a warning

entity.field == "Line1"

Incorrect Answers:

web-avoid-eval: The eval () function evaluates JavaScript code represented as a string.

web-avoid-modals: Avoid using modal dialogs.

web-remove-debug-script: Avoid including debug script in non-development environments.

Reference: https://docs.microsoft.com/en-us/powerapps/maker/common-data-service/common-issues-resolutions-solution-checker

You create a Power Apps app that integrates with Dynamics 365 Customer Service.

You update the app and run solution checker on the original solution. You receive an error stating solution checker cannot export the solution.

You need to determine the primary cause for the issue.

What is the primary cause?

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HOTSPOT

You are creating a model-driven app to track the time that employees spend on individual projects.

You need to configure the app according to the company’s requirements.

Which components should you configure? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

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Correct Answer:

Explanation:

Box 1: View

Box 2: Quick Create

With quick create forms, your app can have a streamlined data entry experience with full support for logic defined by form scripts and business rules.

By default only these system tables have quick create forms: account, campaign response, 1case, competitor, contact, lead, opportunity.

Incorrect Answers:

Quick View

A quick view form can be added to another form as a quick view control. It provides a template to view information about a related table row within a form for another table row. This means your app users do not need to navigate to a different row to see the information needed to do their work.

Reference:

https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/customize-entity-views

https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/create-edit-quick-create-forms

You fix a bug in the code of your application, which is currently on version 10.0.2.1.

You need to publish an updated version of the solution.

Which version identifier should you use?

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HOTSPOT

Fabrikam, Inc, has two divisions as shown in the Business Unit exhibit. (Click the Business Unit tab.)

✑ Fabrikam Residences rents units short term to clients.

✑ Fabrikam Property Management deals with the maintenance of the units and manages the contractors who perform the maintenance.

✑ Clients and contractors are both stored in the Contact entity.

The manager of the Property Management business unit is a member of a Fabrikam business unit, which has the root security role as shown in the Security Role exhibit. (Click the Security Role tab.)

The manager cannot see the contact record shown in the Contact exhibit. (Click the Contact tab.)

You need to ensure that the manager can view contact records owned by someone in the Residences business unit.

For each of the following statements, select Yes if the statement achieves the goal. Otherwise, select No.

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Correct Answer:

Explanation:

Box 1: Yes

Change it to Direct User/Basic access level and Team privileges. This creates a security role with team member’s privilege inheritance.

Note: For roles assigned to teams with Basic-level access user privilege, the role’s inheritance configuration also comes into play. If the team has the Member’s privilege inheritance set to Team privileges only, then the user will only be able make use of that privilege for records owned by the team.¨

Box 2: No

The manager of the Property Management business unit is already a member of a Fabrikam business unit, which has the root security role

Box 3: Yes

Reference: https://docs.microsoft.com/en-us/power-platform/admin/security-roles-privileges

HOTSPOT

A company has a development environment and a production environment. The production environment has several third-party managed and unmanaged solutions that made changes to the Contact main form.

You create a new solution in the development environment. You add the Contact entity and the Contact main form to the solution. You create a custom field on the Contact entity.

What happens when you perform these actions and import the solution into the production environment? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

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Correct Answer:

Explanation:

Box 1: The field is appended to the end of the existing section.

When you add new elements to a form that is to be merged, we recommend that you include your new elements within new container elements (tabs or sections). Additions to any container will be appended to the end of the container. For example, fields added to a section will be positioned at the end of the section.

Box 2: The field is added in a new section.

Box 3: The field is inserted in the middle of the existing section

Reference: https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/developers-guide/gg309329(v=crm.8)

An organization uses Dynamics 365 Sales. The organization has accounting and customer service departments.

You must restrict users in customer service from being able to change the value of the balance field on the Contact records. The accounting team must be the only team able to edit this field. You need to create the appropriate solution without any customizations.

What should you do first?

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HOTSPOT

You are developing a model-driven app for the purchasing department of an organization. You provision a new test environment and a security role. You select users to test the apps and assign the users to a security group named TestSG.

If the tests succeed, a manager will perform additional testing in the production environment and then publish the app for the organization’s purchasing department.

You need to ensure that the test and production environments are configured correctly.

What should you do? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

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Correct Answer:

Explanation:

Box 1: Set the test environment security group to TestSG and assign test users the app security role. PowerApps apps use role-based security for sharing. The fundamental concept in role-based security is that a security role contains privileges that define a set of actions that can be performed within the app. All app users must be assigned to one or more predefined or custom roles.

Box 2: Assign the manager the app security role.

Box 3: Set the production environment security group to TestSG

Box 4: Add all users in the department to the TestSG security group.

Reference: https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/share-model-driven-app

A travel company plans to track the address of places their clients visit in an entity named Destination. Client information is captured as contact records. Client records include links to the places that clients visit.

The company must be able to link multiple rating records to the new address record.

You find a custom Rating entity that is incomplete.

You need to expand the Rating entity to include contact, address, and rating information in one place.

Which three actions should you perform? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.

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HOTSPOT

A company uses Dynamics 365 Sales and the Microsoft Online Services portal.

The multi-select OptionSet field data type is not supported in the portal.

You need to copy the selected field value to the text field.

How should you configure the Organization service request? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

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Correct Answer:

Explanation:

Box 1: Yes

If you are creating an attribute editor you will need to retrieve entity data that has been saved but not published. For other scenarios you will want to only retrieve published metadata.

Set this value to true to include unpublished changes, as it would look if you called publish.

Set this value to false to include only the currently published changes, ignoring the changes that haven’t yet been published.

Box 2: AttributeMetadata

AttributeMetadata class is returned in the RetrieveAttributeResponse.

Reference:

https://docs.microsoft.com/en-us/dotnet/api/microsoft.xrm.sdk.messages.retrieveattributerequest.retrieveasifpublished?view=dynamics-general-ce-9

https://docs.microsoft.com/en-us/dotnet/api/microsoft.xrm.sdk.metadata.attributemetadata?view=dynamics-general-ce-9

You have a Common Data Service entity and a model-driven app. The model-driven app integrates with an external system.

You plan to run business logic each time the model-driven app creates a record. Running business logic must not negatively affect model-driven app users. You need to implement the business logic.

What should you use?

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HOTSPOT

A company is preparing to go live with their Dynamics 365Sales solution, but first they need to migrate data from a legacy system. The company is migrating accounts in batches of 1,000.

When the data is saved to Dynamics 365 Sales, the IDs for the new accounts must be output to a log file.

You have the following code:

For each of the following statements, select Yes if the statement is true. Otherwise, select No.

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Correct Answer:

Explanation:

Box 1: No

Box 2: Yes

ContinueOnError: When true, continue processing the next request in the collection even if a fault has been returned from processing the current request in the collection. When false, do not continue processing the next request.

ReturnResponses: When true, return responses from each message request processed. When false, do not return responses.

When false, the Responses collection will not be empty if errors are returned. If errors are returned, there will be one response item in the collection for each processed request that returned a fault and Fault will be set to the actual fault that occurred.

Box 3: No

Box 4: Yes

For example, in a request collection that contains six requests where the third and fifth request return faults, the following table indicates what the Responses collection would contain.

ContinueOnError=true, ReturnResponses=false: 2 response items: 2 have Fault set to a value.

Reference: https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/org-service/execute-multiple-requests

DRAG DROP

You are creating a business process flow for an organization’s Request for Quote process.

You need to ensure that the business process flow meets the company’s requirements.

Which components should you use? To answer, drag the appropriate components to the correct requirements. Each component may be used once, more than once, or not at all. You may need to drag the split bar between panes to scroll to view content. Select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

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Correct Answer:

Explanation:

Box 1: Step

Each step represents a field where data can be entered.

Stages tell you where you are in the process, while steps are action items that lead to a desired outcome.

Box 2: Branching condition

You can enhance a business process flow with branching. If you have the create permissions on business process flows, you’ll be able create business process flow with multiple branches by using the If-Else logic.

Box 3: Stage

Each stage contains a group of steps.

Incorrect Answers:

You can use custom controls to add rich visualizations (such as sliders, radial knobs, the LinkedIn control, and more) to business process flows steps and deliver engaging experiences to those who use your business process.

Reference:

https://docs.microsoft.com/en-us/power-automate/business-process-flows-overview

https://docs.microsoft.com/en-us/power-automate/enhance-business-process-flows-branching

HOTSPOT

A university manages grant applications using a model-driven app.

Users report that the message on the Grant Application screen is outdated.

The screen shows the following:

Use the drop-down menus to select the answer choice that answers each question based on the information presented in the graphic. NOTE: Each correct selection is worth one point.

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Correct Answer:

Explanation:

Reference: https://www.loganconsulting.com/blog/how-use-power-automate-trigger-workflows-microsoft-dynamics-crm/

A manufacturing company uses a Common Data Service (CDS) environment to manage their parts inventory across two warehouses modeled as business units and named WH1 and WH2.

Data from the two warehouses is processed separately for each part that has its inventory quantities updates.

The company must automate this process, pushing inventory updates from orders submitted to the warehouses.

You need to build the automation using Power Automate flows against the CDS database. You must achieve this goal by using the least amount of administrative effort.

Which flow or flows should you recommend?

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