PL-200 Microsoft Power Platform Functional Consultant Question and Answers

References:

https://docs.microsoft.com/en-us/power-platform/admin/set-up-dyna mics-365-online-to-use-sharepoint-online

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Box 1: Service Request 1:N Qualification

When users go on vacation, all their outstanding Service Request records are assigned to a substitute employee. The substitute employees are unable to see all the qualifications related to their service requests.

Box 2: Cascade All

Cascade All - Perform the action on all referencing table records associated with the referenced table record.

C:\Users\Waqas Shahid\Desktop\Mudassir\Untitled.jpg

C:\Users\Waqas Shahid\Desktop\Mudassir\Untitled.jpg

A VP of sales requires a test environment to demonstrate to potential clients the security policies that are included in their initial offering.

Currently, testing the new QV functionality outside the development environment is not possible due to corporate security policies requiring the same security role across all environments.

Note: One of the security best practices in Dynamics 365 is to use the base security role as a baseline and apply that role to all Users. The base security role will include all the common/basic permissions that are required to have access to the system.

To set up the base security role for the first time

• create a new empty security role.
• add the minimum privileges required to access the system.
• add the privileges required for the basic functionalities.
• test the role with the test user account.
• add the permissions to the entities that all users can access (e.g. reference data).

Box 1: Apply to each

You can use the Apply to each action to process a list of items periodically.

Box 2: Do until

The Do Until control in Power Automate is a loop that repeatedly forces an action until a certain condition becomes true.

Record the name of the QV team member who performed the work and the date completed.

Box 1: Assign records to a service account and add the team member doing the verification by using an access team.

When to use access teams

* The teams are dynamically formed and dissolved. This typically happens if the clear criteria for defining the teams, such as established territory, product, or volume aren’t provided.

* The team members require different access rights on the records. You can share a record with several access teams, each team providing different access rights on the record. For example, one team is granted the Read access right on the account and another team, the Read, Write and Share access rights on the same account.

* A unique set of users requires access to a single record without having an ownership of the record.

Box 2: Assign records to the QV team when the service request is completed.

Issues: More employees than are required can access individual client information and continue to have access after a service request is completed.

Management has decided to create a new qualification verification (QV) role to help ensure that clients get the most accurate results. This role examines completed work to ensure that nothing is missed.

• When users go on vacation, all their outstanding Service Request records are assigned to a substitute employee. The substitute employees are unable to see all the qualifications related to their service requests.

Box 1: Deploy a patch with the changes made from the current solution.

Scenario:

The Onsite Visit managed solution has a table that is not in the Verification Process Automation managed solution. This table must be upgraded prior to the go-live date without the other shared components.

Box 2: Deploy a full copy of the original solution using the upgrade option. Then, deploy the new solution by using the update option.

Scenario: All components required for the verification process must be included in a new solution.

Corporate security requires that deployments to non-development environments must be automated using service accounts.

Managed solutions are used to move customizations from the development environment to other higher-level environments. These solutions are created and maintained by the power users and provided to internal IT for deployment when they are ready.

Note:

Upgrade This is the default option and upgrades your solution to the latest version and rolls up all previous patches in one step. Any components associated to the previous solution version that are not in the newer solution version will be deleted. This is the recommended option as it will ensure that your resulting configuration state is consistent with the importing solution including removal of components that are no longer part of the solution.

Update This option replaces your solution with this version. Components that are not in the newer solution won't be deleted and will remain in the system. This option is not recommended as your destination environment will differ in configuration from your source environment and could cause issues that are difficult to reproduce and diagnose.

Box 1: Set Table table to Qualification and Column filter to statuscode.

Box 2: Loop through related qualification records and complete if all are in Complete status.

The new process for completing a service request must automate the following:

Set the Service Request record status to Complete when work on all Qualification records is finished.

Send an email to the client with the results when the service request is completed. The email must list each qualification as either Valid or Not Valid, depending on the verification.

Internal IT reports that the solution import to the test environment failed because of missing dependencies related to the flow for completing service requests.

Flows with PowerApps steps

Flows that were created via Power Automate in the PowerApps menu or flows that have PowerApps steps added have a different issue then other Power Automate flows. As of the writing of this blog these flows are not able to be imported into another environment. This means that if you create flows with Power Apps steps within them you will need to recreate them in your destination environment.

C: A service request can have one or more Qualification records associated with it.

E: The new process for completing a service request must automate the following:

• Set the Service Request record status to Complete when work on all Qualification records is finished.

• Send an email to the client with the results when the service request is completed. The email must list each qualification as either Valid or Not Valid, depending on the verification.

Box 1: Connect by using the Dataverse connector from the desktop flow and retrieve the qualification data.

All information sent by clients for services is stored in Microsoft Dataverse with a model-driven app as the interface.

Qualification verification

The qualification table contains details about an individual school degree, professional qualifications, and other qualifications that must be verified.

A service request can have one or more Qualification records associated with it.

Record status is pending verification until the initial team member finishes, at which point the member changes the status to Complete.

When all qualification records related to a service request are verified either by manual or automated processes, the results are made available to ADatum Corporation’s client.

In the rare event that results are questioned, a new service request is created and verified independently of the previous work that took place.

Box 2: Send data from the desktop flow to a cloud flow to update the qualification record.

To complete a service request, users perform the following actions:

Send a templated email by using Microsoft Outlook to the client after all qualifications for a service request are checked.

Change the service request status to Completed. Currently, service requests do not indicate when all Qualification records are addressed.

Box 1: Move the manager and reports to a separate business unit.

Keep the Manager hierarchy, and put the reports to the appropriate business unit.

Note: Two security models can be used for hierarchies, the Manager hierarchy and the Position hierarchy. With the Manager hierarchy, a manager must be within the same business unit as the report, or in the parent business unit of the report’s business unit, to have access to the report’s data. The Position hierarchy allows data access across business units. If you are a financial organization, you may prefer the Manager hierarchy model, to prevent managers’ accessing data outside of their business units. However, if you are a part of a customer service organization and want the managers to access service cases handled in different business units, the Position hierarchy may work better for you.

Box 2: Add the CEO to the representative user record as a manager.

Set up Manager and Position hierarchies

The Manager hierarchy is easily created by using the manager relationship on the system user record. You use the Manager (ParentsystemuserID) lookup field to specify the manager of the user.

Note: Depth is used to limit how many levels deep a manager has Read-only access to the data of their reports. For example, if the depth is set to 2, the CEO can see the data of the VP of Sales, VP of Service and Sales and Service Managers. However, the CEO doesn’t see the Sales data or the Support data.

Box 3: Add users to field security

Power Platform's field-level security lets you set which fields users can see or edit.

Power BI uses Azure Active Directory (AAD) to authenticate users who sign in to the Power BI service, and in turn, uses the Power BI login credentials whenever a user attempts to access resources that require authentication. Users sign in to the Power BI service using the email address used to establish their Power BI account; Power BI uses that login email as the effective username, which is passed to resources whenever a user attempts to connect to data. The effective username is then mapped to a User Principal Name (UPN) and resolved to the associated Windows domain account, against which authentication is applied.

When a company uses a model-driven app that incorporates a Power Virtual Agents chatbot, and has multiple locations with different environments for each location, it is necessary to create separate Power Virtual Agents bot environments for each location.

For each location, 3 different environments are required: development, testing, and production. This is in line with the Application Lifecycle Management (ALM) process that the company uses.

In total, 6 Power Virtual Agents bot environments are required: 2 locations x 3 environments per location = 6.

It's worth mentioning that Power Virtual Agents allows to export and import the bot, so once you configure the bot in one environment, you can import the bot to the other environments, this way you don't need to start from scratch.

References:

• https://docs.microsoft.com/en-us/power-virtual-agents/create-bot/bot-lifecycle
• https://docs.microsoft.com/en-us/power-virtual-agents/create-bot/export-import

Relevance Search brings the following benefits:

• Finds matches to any word in the search term in any field in the entity. Matches may include inflectional words, like "stream," "streaming," or "streamed."
• Includes the ability to search documents found in Notes and Attachments on Emails and Appointments

Graphical user interface, text, application Description automatically generated

Graphical user interface, text, application, email Description automatically generated

Box 1: Add a Kanban control.

The Kanban view allows your sales team to move opportunities from one stage to another by simply dragging them.

Box 2: Add both controls to the My Opportunities view.

• Kanban views help salespeople to manage their opportunities and activities effectively. Add the Kanban control to the Opportunity and Activity entity so salespeople can use the Kanban views.The Kanban control works only on the Opportunity and Activity entities.
• If you use unified interface, you can display any record in a calendar view via the calendar control.

- Go to Settings->Customization->Customize the System

- Open the configuration for the entity that you want to use the calendar control (Opportunities in our example)

- Click the View tab

- Click “Add Control” and select the calendar control.

- Click the dot for every interface from which you want the calendar control to be available.

Box 3: Use a List view

opportunities in Dynamics 365 Sales

You can create, edit, and delete canvas apps in Teams.

Note: With Power Apps Studio embedded in the Power Apps app in Teams and the new built-in data platform providing an easy-to-use, editable data table, you can quickly build apps based on custom data tables that are Teams-specific and scenario-specific.

Scenario: Guest1 inquires about snow conditions several times during each day of their stay.

Variables let you save responses from your customers in a conversation with your bot so that you can reuse them later in the conversation.

Synonyms allows you to manually expand the matching logic by adding synonyms. Smart match and synonyms seamlessly work together to make your bot even smarter.

You need to make sure there are three main steps need to do while doing import FAQ and add the topic to your bot application.

• Import Suggested Topics from FAQ webpage.
• Add a topic.
• Enable the topics

Canvas app,

Power Apps mobile app

https://docs.microsoft.com/en-us/power-apps/maker/canvas-apps/offline-apps

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Scenario: Guests must receive a separate email to verify proof of ownership for their registration.

Note: You can setup redeem an invitation code for power apps portal.

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Box 1: Power Apps Web Studio

Scenario: The check-in solution must continue to function if there are internet issues. If the self-service kiosks are not available, staff must be able to use the check-in solution from within their communication solution.

PowerApps Studio is a browser application used to edit your apps. PowerApps Studio includes a drag-and-drop canvas in the center of the screen and a screen or object list pane on the left. Properties, Rules, and Advanced Properties for selected screens or controls are displayed in the right pane.

Box 2: in a tab

You can customize the Teams experience by adding Power Apps canvas apps to your channels in Teams using the PowerApps tab.

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Box 1: Load the extracted topic into a variable

Power Virtual Agents uses entities to understand and identify a specific type of information from a user's responses. When saving the identified information to a variable, a variable type will be associated with it. The variable type is analogous with the entity.

In Power Virtual Agents, a topic defines a how a bot conversation plays out.

A topic has trigger phrases – these are phrases, keywords, or questions that a user is likely to type that is related to a specific issue – and conversation nodes – these are what you use to define how a bot should respond and what it should do.

Box 2: Create a custom entity

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.