HOTSPOT
A company uses Dynamics 365 Sales and Power BI.
Sales managers must be able to keep track of changes to their pipeline in the following ways: Notify the sales managers when an Opportunity changes sales stage.
Notify the sales managers when the pipeline drops below 2.5M USD.
When reviewing the pipeline in Power BI, a sales executive must be able to add a Playbook to an Opportunity. You need to recommend a solution that meets the company requirements.
Which combination of solutions should you recommend? To answer, select the appropriate option in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
Solution:
Box 1: Microsoft Power Automate, Microsoft Dataverse connector, and Microsoft 365 Outlook connector Use Microsoft Dataverse as the data source.
While Power Automate is a robust tool with ever-expanding capabilities, it also handles simple tasks with grace. A universal business need for many organizations is the ability to automate email notifications based on certain criteria: an opportunity is won, send an email to the sales manager; a case is closed, send an email to the customer; a work order is completed, send an email to the customer. Power Automate can easily accommodate this using the Microsoft 365 Outlook connector.
Box 2: Microsoft Power Automate, Power Bi data alerts, and Microsoft 365 connector
Data alerts in the Power BI service: Set alerts to notify you when data in your dashboards changes beyond limits you set.
Box 3: Microsoft Power Automate, Power BI, Power Apps, and Microsoft Dataverse connector
Reference:
https://www.velosio.com/blog/2021/01/27/tracking-emails-the-right-way-with-power-automate/
https://docs.microsoft.com/en-us/power-bi/create-reports/service-set-data-alerts
Does this meet the goal?
Correct Answer:A
HOTSPOT
You are designing a Power Platform solution for a company. You have the following requirements:
Users in the human resources department must be able to create tasks.
Users in the human resources department must be able to assign cases to other users.
You need to recommend security settings to the company.
What should you recommend? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Solution:
Box 1: Assign only Create rights to activities
You require the same set of Dataverse privileges and access rights to work with custom activities as those required to work with custom entities. Task-based privileges, at the bottom of the form, give a user privileges to perform specific tasks, such as publish articles.
Box 2: Assign User-level assign rights to human resources case table.
Record-level privileges define which tasks a user with access to the record can do, such as Read, Create, Delete, Write, Assign, Share, Append, and Append To.
For user and team owned records, the access level choices for most privileges are tiered Organization, Business Unit, Business Unit and Child Business Unit or only the user’s own records. That means for read privilege on contact, I could set user owned, and the user would only see their own records.
Incorrect Answers:
For security purposes, records that are organization owned, the only access level choices is either the user can do the operation or can’t.
Reference:
https://docs.microsoft.com/en-us/power-platform/admin/security-roles-privileges
https://docs.microsoft.com/en-us/power-platform/admin/wp-security-cds
Does this meet the goal?
Correct Answer:A