Microsoft Certifications - Exam PL-200

You implement an editable grid for the Account entity. The business team provides the following list of features that they would like you to implement. Which actions can you perform? - Group by or sort columns in the current view. - Configure a business rule to show an error message. - Edit values in calculated fields. - Edit the Address composite field. - Use the editable grid on mobile phones.

- Group by or sort columns in the current view. - Configure a business rule to show an error message. - Edit values in calculated fields.

A company has a canvas app that includes the following screens: Screen1 and Screen2. The OnVisible property for Screen1 contains the following expression. Set(AgeGroups, ["1-25", "26-54", "55+"]) For each of the following statements, select Yes if the statement is true. Otherwise, select No. - AgeGroups can be accessed from Screen1 and Screen2. - AgeGroups is a collection. - You can use the Update function to change values in AgeGroups.

- No. - No. - Yes.

You are a Dynamics 365 Customer Service developer. A salesperson creates a chart. You need to ensure that the chart is available to all users on the team. Which actions should the salesperson perform? - Share the chart with the team. - Assign the chart to each person on the team. - Export the user chart to Microsoft Power BI. Import it as a Power BI visualization. - Export the user chart for import as a user chart. - Export the user chart for import as a system chart.

// Export the user chart for import as a user chart. - To do this, first ensure the user is assigned a security role with the User Chart set. Open the security role and go to Core Records. For User Chart, select the required permissions, i.e. create, read, write, and especially share. - Now, we will create a personal chart. Select the ellipse and Share. - Assign the chart permissions. You can give the user or team read access, write (to modify the change), delete (to remove the chart), append, assign and share (with other users). - Now, logging in as Christa Geller above, we can see this chart appears in her Personal charts. // Share the chart with the team. - Select the chart you would like to export and select Export. - This will export the chart XML. - You can then select Import and the file. - Enter the name. - The chart is now imported. https://carldesouza.com/sharing-personal-charts-dynamics-365/

You must create a form for team members to use. The form must provide the following abilities. You need to implement business rule components to create the form. Which components should you use? Components: - Actions - Conditions - Recommendation Requirement: 1) Lock a form field. 2) Trigger business logic based on a field value. 3) Leverage existing business information to enhance data entry.

1) Actions 2) Conditions 3) Recommendation

You are a Dynamics 365 help desk administrator. You need to create a dashboard that displays information on help desk cases that are handled each week. Which dashboard components should you use? To answer, select the appropriate options in the answer area. Requirement 1) Add a tag chart by using opened cases. 2) Add a stacked column chart shared with your team. 3) Add a Microsoft Power BI visualization. 4) Add a chart from a view that a user creates. 5) Add a doughnut chart that shows cases by owner. Component Types - System chart - Personal dashboard - Area chart

1) Area chart 2) System chart 3) Personal dashboard 4) Personal dashboard 5) Area chart System charts are organization-owned charts, which makes them available to anyone with access to read the data running the app. System charts can't be assigned or shared with specific app users. https://docs.microsoft.com/en-us/powerapps/user/add-powerbi-dashboards https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/create-edit-system-chart In terms of making Power BI visuals available within the application, there are 2 major options: 1. Create a personal Power BI dashboard (i.e., dashboard of type "Power BI Dashboard"). 2. Embed Power BI tiles on your personal dashboard.

You are developing an app. You must trigger a mobile notification whenever a specific hashtag is posted from Twitter. The notification will send email to the company's social media teams distribution list. You need to create a connection to the Twitter service and build a solution. Which four actions should you perform in sequence? - Create an action to search for the new posts with the hashtag. - Select the social media connector and enter the user credentials for the connection. - Sign in to the Business platform admin center and create a new project and connection set. - Create a trigger to send a mobile notification. - Select the social media connector, generate an authentication key from the service, and enter the key for the connection. - Create an action to send a mobile notification. - Create a trigger to search for the new posts with the hashtag. - Sign into Power Automate and create a new blank flow.

1) Sign into Power Automate and create a new blank flow. 2) Select the social media connector and enter the user credentials for the connection. 3) Create a trigger to search for the new posts with the hashtag. 4) Create an action to send a mobile notification.

You are designing a desktop user interface (UI) flow. The UI flow automates legacy software. You need to prepare data for transfer to Microsoft SharePoint list. Which four actions should you perform in sequence? - Select information to pass to the SharePoint list. - Copy and paste the text in the output definition workflow. - On the Outputs menu of the UI flow, choose "Select text on screen". - Enter a name and description for the output. - Start recording the UI flow. - Stop the recording and save the flow.

1) Start recording the UI flow. 2) On the Outputs menu of the UI flow, choose "Select text on screen". 3) Select information to pass to the SharePoint list. 4) Enter a name and description for the output. https://docs.microsoft.com/en-us/power-automate/ui-flows/inputs-outputs-desktop#use-outputs-to-extract-information-from-the-app // Use outputs to extract information from the app Outputs let you pass information from the legacy software that Windows recorder (V1) automates to an external destination such as a database or any supported connector. For example, you can extract customer information your legacy accounting software and add it to a SharePoint list. Outputs can only be created as you record your Windows recorder (V1) flow. 1. During a recording, select "Outputs". 2. Select "Select text on screen". 3. Select a user interface element to get its text for the output. The text value will be automatically captured. You can then provide a name and description for the output. 4. Provide a name and a description for the output. 5. Select Save. Each output has: - An output name as defined during the recording. - A description: This field can be useful when you define many outputs during a recording and want to easily identify them later. - An action name: The action in which the output is defined in your Windows recorder (V1) flow.

You plan to automate several different processes by using Power Automate. Each process has unique characteristics. You need to recommend components for each process. Which components should you recommend? Process 1) Access data from an internally created web application with basic REST API functionality as part of a nightly batch job. 2) Access data from a public web site with no API functionality for emails processed through an unmonitored queue. Components - Attended UI flow - Unattended UI flow - Flow that uses a custom connector - Flow that uses a prebuilt connector

1) Unattended UI flow 2) Attended UI flow https://docs.microsoft.com/en-us/power-automate/desktop-flows/run-desktop-flow

You have a canvas app that contains the following text input fields: Id, FirstName, LastName. The app also has a button named Button1. The OnSelect property for Button1 contains the following expression: Collect(People, {Id:Id.Text, FirstName:FirstName.Text, LastName:LastName.Text}) For each of the following statements, select Yes if the statement is true. Otherwise, select No. 1) The People collection is automatically created if it does not already exist. 2) When Button 1 is pressed, if a record with the current value of Id.Text already exists in the People collection, the values for FirstName and LastName are updated. 3) If you update the record in the Collection function to include the value from a new field named Age, it will result in an error.

1) Yes If the data source doesn't already exist, a collection is created. 2) No The Collect function adds records to a data source. The items to be added can be: - A single value. The value is placed in the Value field of a new record. All other properties are left blank. - A record. Each named property is placed in the corresponding property of a new record. All other properties are left blank. - A table. Each record of the table is added as a separate record of the data source as described above. The table isn't added as a nested table to a record. To do this, wrap the table in a record first. 3) No

You are a Dynamics 365 Customer Service help desk administrator. Cases entered in forms require different types of data to be stored in different types of fields. You need to create forms for each of the following case types: A - A new case form that includes a timeline. B - A new case form that includes a BPF. C - A new case form that can display data on an interactive dashboard. D - A new mobile-friendly case form that requires minimal fields for record creation. E - A new mobile-friendly case form that displays the subject, case, title, and status fields from a parent case. Which form types should you create? - main - card - quick create - quick view

A - main B - main C - card D - quick create E - quick view https://docs.microsoft.com/en-us/dynamics365/customer-service/create-design-forms-customer-service-hub Main - These forms provide the main user interface for interacting with entity data. Card Form - These forms are used in the interactive dashboards to show the entity data in the streams of interactive dashboards. Quick Create - These forms provide a basic form optimized for creating new records. Quick View - These forms appear within the main form to display additional data for a record that is referenced by a lookup field in the form.

A car dealership has a Dynamics 365 Sales environment for its sales company and another environment for its leasing company. Users in one environment must not be able to see the other environment. You need to grant salespeople access to the sales company environment. What should you do? A. Add salespeople to an Office 365 security group. B. Add salespeople to a security role. C. Set privileges. D. Set app security.

A. Add salespeople to an Office 365 security group. https://docs.microsoft.com/en-us/power-platform/admin/control-user-access

You create a Power Apps portal to provide training and documentation for students. Students create a profile on the portal and then select and pay for courses. You plan to add free courses to the training portfolio. Free courses must be automatically available to all students when they sign in. You need to assign default permissions to students. What should you do? A. Create a Students web role and set the Authenticated Users Role option to true. Assign the web role to each registered user. B. Create an entity for managing free courses. Create entity permission records to provide access to entity records for free courses and assign the entity permissions to users when they register on the portal for the first time. C. Create an entity for managing free courses. Create a Students web role and set the Authenticated Users role option to true. Create appropriate entity permissions to access the free course entity records and assign the entity permissions to the web role.

A. Create a Students web role and set the Authenticated Users Role option to true. Assign the web role to each registered user. https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/create-web-roles

You are using Power BI to build a dashboard for a company. You must make the dashboard available to a specific set of users, including employees and five external users. The number of employees that require access to the dashboard varies, but usually less than 100. Employees and external users must not be permitted to share the dashboard with other users. You need to share the dashboard with the employees and external users. Which three actions should you perform? A. Create a dynamic distribution list. Add all users to the distribution group and use the list to share the dashboard. B. Sign into the Power BI service. Open the dashboard and select Share. C. Enter the individual email address of internal and external users. D. Sign into Power BI Desktop. Open the dashboard and select Share. E. Clear the Allow recipients to share your dashboard (or report) option. F. Create a distribution group. Add all users to the distribution group and use the list to share the dashboard.

A. Create a dynamic distribution list. Add all users to the distribution group and use the list to share the dashboard. E. Clear the Allow recipients to share your dashboard (or report) option. F. Create a distribution group. Add all users to the distribution group and use the list to share the dashboard.

You are creating a new business process flow to qualify leads. You create an action. The action is not available inside the Action Step. You need to make the action available to the Action Step. Which two steps must you perform? A. Ensure that the entity for the action matches the corresponding entity for the business process flow stage. B. Add at least one step to the action. C. Select Run as an on-demand process. D. Activate the action.

A. Ensure that the entity for the action matches the corresponding entity for the business process flow stage. B. Add at least one step to the action. To be able to execute an action or workflow on demand: - The business process flow must include an action step. If the action step runs a workflow, the workflow must be configured to run on demand. - The entity associated with the action or workflow must be the same as the entity associated with the business process flow.

A company uses Common Data Service to manage prospects. The company has a business process flow named BPFA that is associated with the Prospect entity to streamline the prospect management process. You add a field named Category to the Prospect entity. You create additional business process flows. You apply the business process flows to Prospect records based on the selected category. Users can switch to any other newly configured business process flows but must not use BPFA. You need to configure the solution. What are two possible ways to achieve this goal? A. Remove all of the privileges for BPFA. B. Use a business rule to prevent users from switching to BPFA. C. Deactivate BPFA. D. Change the display order of the business process flows to move BPFA to the bottom of the list.

A. Remove all of the privileges for BPFA. C. Deactivate BPFA. NOTE - The language of "but must not use BPFA" is MS phrasing for "deactivate the BPF". Also, "users" indicates ALL users of the application (administrators included).

You plan to create user interface (UI) flows to automate several web-based business processes that you currently perform manually. You need to ensure that users can create and run web UI flows. Which three components must you install and configure on user's devices? A. UI Flows application B. Latest version of Microsoft Edge C. On-premises data gateway D. Selenium IDE E. Latest version of Mozilla Firefox

A. UI Flows application B. Latest version of Microsoft Edge D. Selenium IDE https://docs.microsoft.com/en-us/power-automate/ui-flows/setup

You have a canvas app that allows users to view, select, and purchase products. The app uses a Gallery control to display products and checkboxes that allow users to select products. When users select items from the product catalog, they move to a different screen to complete a purchase. Users must be able to clear all product selections when they click the button. You need to configure the button. What should you do? A. Use the Reset(Control) formula (i.e., pass the Gallery control as a parameter to the Reset formula) in order to clear user selections. B. Use the Reset(control) formula and pass the checkbox to the formula to clear user selections. C. Use the Reload(Control) formula and pass the gallery control as a parameter to the Reload formula. D. Use the ForAll() function to iterate through each item of the Gallery and clear user selections. E. Set the OnCheck value to populate a collection and the OnUncheck value to remove the item from the collection. Clear collection when the user selects the button. F. Use the Revert(Products) formula and pass the checkbox to the formula to clear user selections.

A. Use the Reset(Control) formula (i.e., pass the Gallery control as a parameter to the Reset formula) in order to clear user selections. The Reset function resets a Control to its Default property value. Any user changes are discarded. You cannot reset Controls that are within a Gallery or Edit Form control from outside those controls. You can reset controls from formulas on controls within the same Gallery or Form. https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/functions/function-reset

You are creating Power Virtual Agents chatbot that captures demographic information about customers. The chatbot must determine the group a customer belongs to based on their age. The age groups are: - 00 to 17 - 18 to 25 - 26 to 35 - 36 to 55 - 55 to 100 You need to configure the chatbot to ask a question that can be used to determine the correct age group. Does using a custom Age group entity along with synonyms for each individual age in the corresponding item, then using Age group for Identify meet the goal? A. Yes B. No

A. Yes

You must create a new entity to support a new feature for an app. Entity data will be transactional and will be associated with business units. You need to configure entity ownership. Which entity ownership type should you use? A. user or team owned B. organization-owned C. none D. business-owned

A. user or team owned

The owner of a company needs to know who signs into the system. You need to ensure that the owner can view the user audit logs. Where does each action need to be performed? Activate user auditing. - System Settings - Personal Settings - Customize the System - Microsoft 365 Compliance View the user audit logs. - Advanced Find - Individual Record - User Summary Report - Microsoft 365 Compliance

Activate user auditing. - System Settings View the user audit logs. - Microsoft 365 Compliance https://docs.microsoft.com/en-us/power-platform/admin/audit-data-user-activity System Settings = Settings > Administration > System Settings (i.e., administrative tasks to configure system settings overall) Customize the System = Settings > Customizations > Customize the System (i.e., full solution file)

You are a Dynamics 365 administrator. You create a new app. You need to create the site map for the app. Which three actions should you perform in sequence? Add a view. Add a group. Add an area. Add a subarea.

Add an area. Add a group. Add a subarea. https://community.dynamics.com/crm/b/sonomapartners/posts/dynamics-365-site-map-designer

CASE STUDY You need to embed the FAQbot into the communication solution. Which actions should you perform? Add the new FAQ solution to the communication solution for the first time. - Import an existing app. - Create a new app. - Import a new page. - Import bot. Configure the FAQ solution in Microsoft Teams. - Configure the FAQbot. - Import a chatbot. - Create a new chatbot.

Add the new FAQ solution to the communication solution for the first time. - Create a new app. Configure the FAQ solution in Microsoft Teams. - Import a chatbot.

You are creating a Power Virtual Agents chatbot that uses multiple topics. Each user interaction can reference more than one topic. You need to be able to capture a value in an initial topic and use it in subsequent topics. Which type of variable should you create? A. Context B. Bot C. Topic

B. Bot https://docs.microsoft.com/en-us/power-virtual-agents/authoring-variables-bot

A company is developing several Power Virtual Agents chatbots. The company manufactures more than 1,000 different products. The chatbots must prompt users to enter or select a product. You need to store the model information so that it can be reused across all chatbots. Where should you store the model data? A. Global variables B. Custom entities C. Topics D. Multiple choice options

B. Custom entities https://docs.microsoft.com/en-us/power-virtual-agents/authoring-variables-bot This refutes answer A. It says both that global variables are referred to as bot variables in this context and that bot variables are only available in one user session across *topics*. Entity information could be used to store this information across different chats. https://docs.microsoft.com/en-us/power-virtual-agents/publication-connect-bot-to-web-channels Ex: "To do this, you need to create a custom entity. In this case, you can create an entity that gives the bot the knowledge of all outdoor product categories."

You are a Dynamics 365 Customer Service system administrator. Your organization does not permit the use of custom code for solutions. You need to create a view that can be viewed by all users in an organization. Where should you create the view? A. Microsoft Excel template B. Entities component of a solution C. Microsoft Virtual Studio D. Templates area

B. Entities component of a solution

You are creating a business rule to implement new business logic. You must apply the business logic to a canvas app that has a single screen named Screen1. You need to configure the scope for the business rule. Which scope should you use? A. Screen1 B. Entity/Table C. All Forms D. Global

B. Entity/Table https://docs.microsoft.com/en-us/powerapps/maker/data-platform/data-platform-create-business-rule Item & Scope - table & Model Driven forms and server - All Forms & Model Driven forms - Specific form (Account form, for example) & Just that Model Driven form

You are a Dynamics 365 Customer Service system administrator. You create an app for the sales team. Members of the sales team cannot access the app. You need to ensure that sales team members can access the app. Where should you configure app permissions? A. Dynamics administration center B. Manage Roles w/in App Menu C. Security Roles

B. Manage Roles Manage access to apps by using security roles. You can choose what users see and access from the My Apps page or the Customer Engagement home page by giving app access to specific security roles. Users will have access to apps based on the security roles they're assigned to. 1. Go to Settings > My Apps. 2. In the lower-right corner of the app tile you want to manage access for, select More options (...), and then select Manage Roles. 3. Enter the following in the Manage Roles dialog box: a) App URL Suffix b) Roles c) Select Save. 4. Refresh the My Apps page. 5. Go to the Apps Being Edited view, and publish the app again. https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/manage-access-apps-security-roles

You are creating Power Virtual Agents chatbot that captures demographic information about customers. The chatbot must determine the group a customer belongs to based on their age. The age groups are: - 00 to 17 - 18 to 25 - 26 to 35 - 36 to 55 - 55 to 100 You need to configure the chatbot to ask a question that can be used to determine the correct age group. Does using date and time for Identify in the question and then adding branches that use conditional logic to determine the age group meet the goal? A. Yes B. No

B. No Instead, create a custom Age group entity and synonyms for each individual age in the corresponding item. Use Age group for Identify in the question. The prebuilt entities cover commonly used information types, but on some occasions, such as when building a bot that serves a specific purpose, you'll need to teach the bot's language understanding model some domain-specific knowledge. To do this, you need to create a custom entity.

You are creating Power Virtual Agents chatbot that captures demographic information about customers. The chatbot must determine the group a customer belongs to based on their age. The age groups are: - 00 to 17 - 18 to 25 - 26 to 35 - 36 to 55 - 55 to 100 You need to configure the chatbot to ask a question that can be used to determine the correct age group. Does using multiple choice for Identify in the question and create options that represent the age groups meet the goal? A. Yes B. No

B. No Instead, create a custom Age group entity and synonyms for each individual age in the corresponding item. Use Age group for Identify in the question. The prebuilt entities cover commonly used information types, but on some occasions, such as when building a bot that serves a specific purpose, you'll need to teach the bot's language understanding model some domain-specific knowledge. To do this, you need to create a custom entity.

You are creating a canvas app. A user will click a button on each screen of a Power Apps app to proceed to the next screen. You need to implement the action which selects the next screen that the user sees. Which event should you handle? A. ScreenTransition B. OnSelect C. OnLoad D. OnCheck

B. OnSelect 1. With the Source screen selected, open the Insert tab, select Icons, and then select Next arrow. 2. With the arrow still selected, select the Action tab, and then select Navigate. 3. The OnSelect property for the arrow is automatically set to a Navigate function: OnSelect = Navigate(Target, Fade). 4. When a user selects the arrow, the Target screen fades in. 5. On the Target screen, add a Back arrow, and set its OnSelect property to this formula: Navigate(Source, ScreenTransition.Fade). 7. While holding down the Alt key, toggle between screens by selecting the arrow on each screen. https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/add-screen-context-variablesCreate apps by using Power Apps

You manage Dynamics 365 for a company. You must prevent users from launching and using Power Automate. You need to hide the Flow button on the user interface. Which configuration setting should you change? A. the SiteMap B. the Customizations section of System Settings C. the Entity component of the default solution D. the Buttons tab of Flow

B. the Customizations section of System Settings https://www.inogic.com/blog/2018/10/show-or-hide-microsoft-flow-button-in-dynamics-365/ To show or hide the FLOW button in CRM, we can use system settings. For this, we need to set the Properties of the System Settings. Go to Settings > Administration > System Systems. Click on the Customization tab. You can see to show or hide the FLOW button from Entity and as well as from Site Map using two Radio buttons Yes/No then click OK to save.

You need to ensure that there are no leads for a customer before you create a new opportunity for the customer. How can you use duplicate detection rules to achieve this goal? Base record type: - Lead - Account - Opportunity Base record field: - Topic - Account - Originating Lead

Base record type: - Lead Base record field: - Account

You create workflows to automate business processes. You need to create a workflow that automatically sends emails based on a mail merge template. To answer, select the appropriate configuration in the answer area. Be triggered when a condition is met. - Publish workflow. - Subject contains data. - Trigger when a Power Automate button is pressed. Run immediately. - Approve the workflow. - Configure the workflow to run now. - Configure child workflow to run now. Perform an action when a condition is met. - Send an email. - View chart. - Update a security role.

Be triggered when a condition is met. - Subject contains data. Run immediately. - Configure the workflow to run now. Perform an action when a condition is met. - Send an email.

You configure and test a user interface (UI) flow. You plan to run the flow as a scheduled flow. The UI flow must run on a Windows 10 device. As part of process automation, the UI flow must sign into the Windows 10 device with the credentials for a user account named User1. You need to ensure that the flow runs during non-peak hours and requires no physical user intervention. What should you do? A. Ensure that the User1 account has an active user session on the device. B. Ensure that all user sessions are signed out. C. Ensure that there are no active user sessions on the device. D. Ensure that all user sessions are signed out except for locked user sessions.

C. Ensure that there are no active user sessions on the device. Answer B is incorrect because the flow will work if you have disconnected sessions. The sessions do not need to be signed out; they just cannot be active. https://docs.microsoft.com/en-us/power-automate/ui-flows/run-ui-flow https://docs.microsoft.com/en-us/power-automate/desktop-flows/run-desktop-flow

You create a parent entity and a child entity. The parent entity has a 1:N relationship with the child entity. You need to ensure that when the owner changes on the parent record that all child records are assigned to the new owner. You need to configure the relationship behavior type. What should you use? A. Referential B. Referential, Restrict Delete C. Parental D. Restrict

C. Parental A parental table relationship is any 1:N table relationship where one of the cascading options in the Parental column of the following table is true. For "Assign", we'll see "Cascade All", "Cascade User-owned", and "Cascade Active". Relationship Behavior When a one-to-many entity relationship exists there are cascading behaviors that can be configured to preserve data integrity and automate business processes. This topic will explain some key concepts and describe how you can configure these cascading behaviors. We have 4 types of relationship behavior as given below. // Parental In a parental relationship between two entities, any action taken on a record of the parent entity is also taken on any child entity records that are related to the parent entity record. if you delete a record in the parent entity, the related child entity records are also deleted; or if you share a parent entity record, the related records from the child entity are also shared. All options are disabled for Parental relationship. // Referential In a referential relationship between two entities, you can navigate to any related records, but actions taken on one will not affect the other. // Referential, Restrict Delete Actions taken on parent will not affect child record but parent record cannot be deleted till the child record exists. i.e you cannot delete a record when related records exist. //Configurable Cascading You need to specify your setting here. We can set the cascading behavior for the operations like, Assign, Share, Unshare, Reparent, Delete & Merge. We can have one of the below cascading options while configuring relationship. The type we are interested here is "Configurable Cascading". It allows you to decide what type of behavior we need to apply. The useful details of different cascading rules are (note here me is referred to the user on whom you will perform actions)• - Cascade All: Perform action on all of my child records. Like if assigned my account to another user then all my activities, orders, invoices etc are assign to new user including open, completed and other user owned records. - Cascade Active: Perform action on only my active child records• - Cascade User-Owned: Perform action on all my child records which is owned by me. - Cascade None: do nothing to my child records. - Remove Link: remove link from child record. - Restrict: Applies to Delete. The delete is not allowed if there are other entity instances that reference the ID of the entity instance being deleted.

You have a form that displays a custom field from an entity. A customer wants to restrict users from filtering on the custom field. You need to prevent users from filtering the field in Advanced Find. What should you modify? A. fields in the Edit Filter Criteria option of the Quick Find view B. the Field Security field on the Field Properties form C. a searchable field on the Field Properties form D. fields in the Add Find Columns option of the Quick Find view

C. a searchable field on the Field Properties form https://community.dynamics.com/365/b/dynamics365apps/posts/kb-understanding-dynamics-365-field-s-searchable-property

You need to recommend a role for users to perform several required tasks. The solution must use the principle of least privilege. Which roles should you recommend? To answer, drag the appropriate roles to the correct functions. Functions - Create new users. - Assign roles to users. - Perform backups for an instance. Roles - Office 365 Global Administrator - Office 365 Service Administrator - Dynamics 365 Service Administrator - Dynamics 365 System Administrator

Create new users. > Office 365 Global Administrator Assign roles to users. > Dynamics 365 System Administrator Perform backups for an instance. > Office 365 Service Administrator You may think that the Dynamics 365 system administrator would have power to do all the actions needed to manage Dynamics 365, but this is not the case. What's different in Microsoft cloud deployments is that licenses and user accounts are managed in Office 365 by an Office 365 Global Administrator. This role is analogous to a network administrator for an on-premises deployment. The Global Administrator is the only role to create new user accounts and assign subscription licenses for Dynamics 365 (and other Office 365 apps such as Skype, Power BI and SharePoint). In the Office 365 realm, the "Global Administrator" role has more privileges than a "Domain Admin" would typically have in the on-premises environment. A "Global Admin" account, if compromised, could certainly do some dastardly things. One role that I rarely see used is the "Service Administrator" role. By definition, this role can "manage service requests and monitor service health". When you look at the permissions the "Service Administrator" has, it's not much. It can basically view user information and open support tickets. What you do get with the "Service Administrator" role is the ability to view the current health of your tenant via the dashboard. Additionally, I have seen Microsoft send notifications to the "Service Administrator" role such as the notification discussed in this post: "Microsoft's Proactive Notification of User Issues".

A company has a custom website. You need to embed a Power Virtual Agents chatbot into the website. What should you use? A. Webpage URL B. Form ID C. Bot ID D. IFrame

D. IFrame For a custom website, add the bot as an iFrame. For a Power Apps portal, add the bot as an iFrame or via the the portal directly (i.e., chat bot "component").

A customer tracks events by using a custom entity. The custom entity includes a custom field for the venue of the events. The customer must be able to display the events by venue in a calendar. You need to ensure that all events display by venue in the calendar. To which component should you add a control? A. Form B. Subgrid C. Chart D. View

D. View If you use unified interface, you can display any record in a calendar view via the calendar control. 1. Go to Settings > Customization > Customize the System. 2. Open the configuration for the entity that you want to use the calendar control. 3. Click the View tab. 4. Click "Add Control" and select the calendar control. 5. Click the dot for every interface from which you want the calendar control to be available. https://crmtipoftheday.com/1206/view-any-dynamics-365-record-on-a-calendar/

You are a Dynamics 365 administrator for a veterinarian clinic. On the client appointment form, there is a drop-down field for clients to select their type of pet. If a client selects the option Other, the veterinarian wants a text field to appear so that additional details can be added. You need to create a dynamically visible field. What should you configure? A. field visibility on the form B. workflow C. business process flow D. business rule

D. business rule

You are a Dynamics 365 Customer Service administrator. You need to configure the following automation for the sales team: (a) Send an email when the status changes on an Opportunity. (b) Text the sales manager when an Opportunity is created. (c) Create a Wunderlist task when an Opportunity is open for 30 days. Which tool should you use for each requirement? Email when the status changes. - Dynamics 365 workflow - Microsoft Flow - Business Process Flow Text when the Opportunity is created. - Dynamics 365 workflow - Microsoft Flow - Business Process Flow Create a Wunderlist task. - Dynamics 365 workflow - Microsoft Flow - Business Process Flow

Email when the status changes. - Dynamics 365 workflow Text when the Opportunity is created. - Microsoft Flow Create a Wunderlist task. - Microsoft Flow NOTE - "Dynamics 365 Customer Service Administrator" vs. "Power Apps Administrator".

You are designing a chatbot for a sports outlet. You need to complete the chatbot. Which features should you use? Requirement - Enable the chatbot to relate to a real-world object or topic in a dialogue. - Define the path and triggers for a chatbot conversation. - Implement conditional logic to dynamically route a conversation across different paths. Features - Topics - Entities - Variables - Flows

Enable the chatbot to relate to a real-world object or topic in a dialogue. > Entities > Out of the box, Power Virtual Agents comes with a set of prebuilt entities, which represent the most commonly used stereotype information in real-world dialogs, such as age, colors, numbers, and names. With the knowledge granted by entities, a bot can smartly recognize the relevant information from a user input and save it for later use. Define the path and triggers for a chatbot conversation. > Topics > In Power Virtual Agents, a topic defines a how a bot conversation plays out. You can author topics by customizing provided templates, create new topics from scratch, or get suggestions from existing help sites. A topic has trigger phrases (i.e., phrases, keywords, or questions that a user is likely to type that is related to a specific issue) and conversation nodes (i.e., what you use to define how a bot should respond and what it should do). Implement conditional logic to dynamically route a conversation across different paths. > Variables > Variables let you save responses from your customers in a conversation with your bot so that you can reuse them later in the conversation. For example, you can save a customer's name in a variable called UserName. The bot can then address the customer by name as the conversation continues. You can use variables to create logical expressions that dynamically route the customer down different conversation paths. You can enable your bot to perform an action by calling a Microsoft Power Automate flow. Flows can help you automate activities, or call backend systems. For example, you can use flows with end-user authentication to retrieve information about a user after they've signed in.

You are a Dynamic 365 administrator. You create a new solution in Dynamics 365. You need to help end users understand which actions to take next and ensure that user interaction occurs in manageable steps. Which actions should you perform? Guide the user with actions to take. - Configure views and charts. - Configure business process flows. - Configure workflows. Ensure user interaction in manageable steps. - Configure the timeline on the form. - Configure each stage with the actions that need to be completed. - Configure Insights.

Guide the user with actions to take. - Configure business process flows. Ensure user interaction in manageable steps. - Configure each stage with the actions that need to be completed. https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/business-process-flows-overview

CASE STUDY You need to design the FAQ solution to handle unknown responses. Which component should you use? Handle an unknown question from a guest in conversation. - Escalate - Fallback topic - Failure path Redirect a guest with an unknown question to a live staff member. - Power Apps - Power Virtual Agents web application - Microsoft Teams - Omnichannel for D365 Customer Service

Handle an unknown question from a guest in conversation. - Escalate Redirect a guest with an unknown question to a live staff member. - Omnichannel for D365 Customer Service

A company plans to implement AI Builder to add intelligence to several business processes. Each business process uses different sources and produces different outputs. You need to determine which AI Builder model types to use. Which model types should you use? Identify a person's age in a paragraph when written using the pattern "twenty years old". - Entity extraction - Text recognition - Key phrase Identify items and prices from an invoice. - Form processing - Text recognition - Object definition

Identify a person's age in a paragraph when written using the pattern "twenty years old". - Entity extraction Identify items and prices from an invoice. - Form processing

CASE STUDY A guest asks about the start time of a specific scheduled event and wants to know what the snow conditions will be like during their stay. You need to determine how to design the chat solution to answer those questions. What should you do? Identify and reference the company event a guest mentions. - Load the response into a variable. - Use smart matching to load an entity into a topic. - Load the extracted topic into a variable. Identify attributes for snow conditions. - Create a custom entity. - Create a new topic. - Create a new variable. - Create an escalation.

Identify and reference the company event a guest mentions. - Load the extracted topic into a variable. Identify attributes for snow conditions. - Create a custom entity.

You are a Dynamics 365 Customer Services administrator. You have a Production instance and Sandbox instance. Users record Production instance data in the Sandbox instance. You need to ensure that the users only record data in the Production instance. Which security function needs to be edited to prevent access to the Sandbox? Microsoft 365 Admin Center - Roles - Groups - Licenses - Access rights Dynamics 365 Sandbox instance - Roles - Groups - Access rights

Microsoft 365 Admin Center - Groups Dynamics 365 Sandbox instance - Groups https://docs.microsoft.com/en-us/power-platform/admin/control-user-access https://docs.microsoft.com/en-us/dynamics365/mixed-reality/guides/admin-security "If your company has multiple Microsoft Dataverse environments, you can use security groups to control which licensed users can be a member of a particular environment."

A company creates a Power Virtual Agents chatbot. You need to determine when live agents are engaged to provide support. Which metrics should you use? Process #1 - Determine which topics are transferred to live agents most often. Process #2 - Determine the number of chats per day that are transferred to live agents. Metrics - Engagement over time - Session outcomes over time - Escalation rate drivers - Escalation rate

Process #1 - Escalation rate drivers Displays topics in order of their impact on the escalation rate over the specified time period. Process #2 - Session outcomes over time Displays the daily resolution rate, escalation rate, and abandon rate over the specified time period. https://docs.microsoft.com/en-us/power-virtual-agents/teams/analytics-summary-teams

You are a Dynamics 365 Customer Service administrator. A user must be able to view system posts and activities in a dashboard. You need to create the dashboard for the user. Which components should you use? Requirement #1 - Display system posts. - Timeline - Organization insights - iFrame - Relationship insights Requirement #2 - Display activities. - Lists - Social insights - Organization insights - Relationship insights

Requirement #1 - Display system posts. - Timeline The timeline helps agents see all customer interaction history across channels, personnel, and the support lifecycle. The timeline is used across Dynamics 365 applications to capture activities like notes, appointments, emails, tasks, and more, to ensure that all interactions with the customer are tracked and visible over time. Agents use the timeline to quickly catch up on all of the latest activity details with the customer to provide the most personalized support experience. Requirement #2 - Display activities. - Lists You can navigate and select a particular Activity record in the list, which will take you straight to the pertinent form. The illustration shows the tiles and underlined Activity records in the list.

You are designing a canvas app that connects to Common Data Service. You need to configure the app to meet the requirements and ensure that the canvas app is available offline. What should you implement? Requirement #1 - Pass values from the current screen when moving to another screen. Function - Navigate - Back - MovePrevious Requirement #2 - Display data to a user when the app is offline. Function - LoadData - LoadDataOffline - ShowData

Requirement #1 - Navigate Requirement #2 - LoadData https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/offline-apps

You have a business process flow. You need to update the business process flow while minimizing administrative and maintenance efforts. What should you implement? Requirement #1 - Allow users to navigate to the previous stage only from specific stages. Requirement #2 - Create checklist records in specific stages on demand. Features - Action step - Classic workflow - Power Automate flow

Requirement #1 - Power Automate flow Default BPF functionality and since BPF falls under Power Automate, I'm assuming this is correct. Requirement #2 - Action step https://docs.microsoft.com/en-us/power-automate/create-business-process-flow#add-on-demand-workflows-or-actions-using-an-action-step A "process" can be enabled "as a BPF action step", where it can then become one of the drop-down options available as an "action" within the BPF. From there, end-users can kick off the process by clicking "Execute" within the pertinent stage on the BPF.

You create a new Power Virtual Agents chatbot for an organization. Testing and production deployment of the chatbot are not complete. You need to ensure that appropriate users can access the chatbot. Which methods should you use? Test the chatbot with unlicensed internal users. - Use the demo website. - Share the chatbot to each user individually. - Share the chatbot to a security group containing all users. Allow other licensed internal users to edit the chatbot. - Share the chatbot to each user individually. - Share the chatbot to a security group containing all users. - Deploy the chatbot to MSFT teams in your tenant. Deploy the chatbot to Production for public consumption. - Embed the chatbot code in an iFrame in your company's public website. - Deploy the chatbot to MSFT Teams in your tenant. - Deploy the chatbot to AppSource.

Test the chatbot with unlicensed internal users. - Use the demo website. Allow other licensed internal users to edit the chatbot. - Share the chatbot to a security group containing all users. Deploy the chatbot to Production for public consumption. - Embed the chatbot code in an iFrame in your company's public website.

You configure an alert in Power BI. You need to alert users when the value of a tile exceeds a threshold. Where should you configure the Power BI alert so that it triggers the process? - Power BI - Common Data Service - Power Automate - Power BI admin portal Who can see alerts configured for Power BI? - The person who created the alert. - The dashboard owner and the person who created the alert. - Everyone who has access to the dashboard. - Everyone who has access to the Power BI instance.

Where should you configure the Power BI alert so that it triggers the process? - Power BI Who can see alerts configured for Power BI? - The person who created the alert.