PL200 Flashcards
(42 cards)
What is a Business Process Flow?
Business process flows provide a guide for people to get work done. They provide a streamlined user experience that leads people through the processes their organization has defined for interactions that need to be advanced to a conclusion of some kind. This user experience can be tailored so that people with different security roles can have an experience that best suits the work they do.
How do you guide the user with actions to take?
Configure business process flows
Ensure user interaction in manageable steps
Configure each stage with the actions that needs to be completed
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
Subject contains data
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.
Run immediately
Configure the workflow to run now
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.
Perform an action when a condition is met
Send an email
Configure and email when the status changes
D365 workflow
Text when the opportunity is created
Microsoft Flow
Create a wunderlist task
Microsoft 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.
- Remove all of the privilages for BFPA
2. Deactivate BPFA
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?
Entity
Users record data in sandbox, you need to ensure users only record data in production. Which security function needs to be edited to prevent access to the sandbox.
Microsoft 365 admin centre
Groups
Users record data in sandbox, you need to ensure users only record data in production. Which security function needs to be edited to prevent access to the sandbox.
D365 Sandbox instance
Groups
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?
User or team
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? To answer, select the appropriate options in the answer area.
Duplicate detection rule criteria - base record type
Lead
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? To answer, select the appropriate options in the answer area.
Duplicate detection rule criteria - Base record field
Account
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?
Add salespeople to an Office 365 security group.
You are a Dynamics 365 administrator for a veterinarian clinic.
On the client appointment form, there is a dropdown 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?
business rule
You need to implement business rule components to create the form.
Which components should you use?
Lock a form field
Actions
You need to implement business rule components to create the form.
Which components should you use?
Trigger business logic based on a field value
Conditions
You need to implement business rule components to create the form.
Which components should you use?
Leverage existing business information to enhance data entry
Recommendation
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 searchable field on the Field Properties form
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?
Pass values from the current screen when moving to another screen
Navigate
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?
Display data to a user when the app is offline
LoadData