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HOTSPOT

A company is creating a new system based on Dynamics 365 Sales.

The company has the following requirements for their claim process:

Approval process must be the same for all claim applications.

Claim applications must go through approvers at each stage.

Fields must be shown or hidden, based on the requirements in the approval process.

You need to design the data model for the claim process using out-of-the-box components whenever possible.

Which features should you implement? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.


Question 101
Correct answer: Question 101

Explanation:

Box 1: Workflow

You configure the approval processes in a workflow.

Box 2: Business process flow

By integrating your approvals feature with Power Automate, you can implement features such as these:

Automatically generate and send request-for-approval emails to approvers.

Include active approve and reject buttons in request-for-approval emails.

Easy customization of the approval steps, using a framework that most administrators will be able to understand and adjust for themselves.

Box 3: JavaScript

In Dynamics 365, you can hide and show fields using JavaScript. This is useful if you have business logic that determines if fields are displayed or not to the user.

Reference:

https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/organization-administration/configure-approval-process-workflow

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.

A.

In the development instance, make changes to the solutions that are deployed in the production instance, export the solutions as managed solutions, and import the managed solutions into the production instance.

A.

In the development instance, make changes to the solutions that are deployed in the production instance, export the solutions as managed solutions, and import the managed solutions into the production instance.

Answers
B.

In the development instance, highlight the solution you want to make changes to, select Clone a Patch, make changes, export the solution, and import the solution into the production instance.

B.

In the development instance, highlight the solution you want to make changes to, select Clone a Patch, make changes, export the solution, and import the solution into the production instance.

Answers
C.

Export all managed solutions from the development instance and import the solutions into the production instance.

C.

Export all managed solutions from the development instance and import the solutions into the production instance.

Answers
D.

In the production instance, import solutions with the same version number or higher when updating solutions.

D.

In the production instance, import solutions with the same version number or higher when updating solutions.

Answers
Suggested answer: A, B

Explanation:

A: When you import a managed solution, all component changes will be brought into the environment in a published state.

B: You can apply patches to either managed or unmanaged solutions and include only changes to entities and related entity assets. Patches do not contain any non-customized system components or relationships that it dependents upon because these components already exist in the deployed-to organization. At some point in your development cycle, you can roll up all the patches into a new solution version to replace the original solution that the patches were created from.

Reference: https://docs.microsoft.com/en-us/powerapps/maker/common-data-service/import-update-export-solutions https://docs.microsoft.com/en-us/power-platform/alm/create-patches-simplify-solution-updates

A travel company has a Common Data Service (CDS) environment.

The company requires the following:

Custom entities that track which regions clients have traveled. The dates their clients traveled to these regions.

You need to create the entities and relationships to meet the requirements.

Which three actions should you perform? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

A.

Create a N:N relationship from Contact to the Region entity.

A.

Create a N:N relationship from Contact to the Region entity.

Answers
B.

Create a 1:N relationship from the ContactRegion intersect entity and Region.

B.

Create a 1:N relationship from the ContactRegion intersect entity and Region.

Answers
C.

Create an intersect entity named ContactRegion and create 1:N relationships to Contact and Region.

C.

Create an intersect entity named ContactRegion and create 1:N relationships to Contact and Region.

Answers
D.

On the main form for ContactRegion, add lookup fields for Contact and Region, and a date field for the visit date.

D.

On the main form for ContactRegion, add lookup fields for Contact and Region, and a date field for the visit date.

Answers
E.

Create a 1:N relationship from Contact to the Region entity.

E.

Create a 1:N relationship from Contact to the Region entity.

Answers
F.

Create the Region entity.

F.

Create the Region entity.

Answers
G.

On the main form for ContactRegion, add a sub-grid to view country information.

G.

On the main form for ContactRegion, add a sub-grid to view country information.

Answers
H.

Create an intersect entity named ContactRegion and create N:1 relationships to Contact and Region.

H.

Create an intersect entity named ContactRegion and create N:1 relationships to Contact and Region.

Answers
Suggested answer: C, D, F

Explanation:

Need a Region entity, a intersect entity ContactRegion between Contact and Region, and a way to input region visits.

A company uses Common Data Service rollup fields to calculate insurance exposure and risk profiles for customers.Users report that the system does not update values for the rollup fields when new insurance policies are written.You need to recalculate the value of the rollup fields immediately after a policy is created.What should you do?

A.

Create new fields on the customer entity for insurance exposure and risk. Write a workflow process that is triggered when a new policy record is created to calculate the sum of values from policy records.

A.

Create new fields on the customer entity for insurance exposure and risk. Write a workflow process that is triggered when a new policy record is created to calculate the sum of values from policy records.

Answers
B.

Update the Mass Calculate Rollup Field job to trigger when a new policy record is created.

B.

Update the Mass Calculate Rollup Field job to trigger when a new policy record is created.

Answers
C.

Change the frequency of the Calculate Rollup Field recurring job from every hour to every five minutes.

C.

Change the frequency of the Calculate Rollup Field recurring job from every hour to every five minutes.

Answers
D.

Create a plug-in that uses the CalculateRollupFieldRequest method for the rollup field. Configure a step on the Create event for the policy entity for this plug-in.

D.

Create a plug-in that uses the CalculateRollupFieldRequest method for the rollup field. Configure a step on the Create event for the policy entity for this plug-in.

Answers
Suggested answer: B

Explanation:

Mass Calculate Rollup Field - This job is created per Rollup field and runs when you create or update Rollup field. By default, job runs in 12 hours after you create or update Rollup field. You can adjust start time of this job to make sure job runs during non-operational hours

Reference: https://sachinbansal.blog/2018/05/07/dynamics-365-rollup-fields-important-points/

Note: This question-is part of a series of questions that present the same scenario. Each question-in the series contains a unique solution that might meet the stated goals. Some question-sets might have more than once correct solution, while others might not have a correct solution.

After you answer a question-in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.

A university implements Dynamics 365 Sales. Several departments use opportunity records to bid for funding for projects within their own departments. You configure the system to ensure that each department can only work on their own records.

Employees in multiple departments often need to work together on an opportunity. Employees report that they are not able to see opportunities from other departments.

You need to ensure that employees from more than one department can work on the same opportunities when necessary.

Solution: Use position hierarchy security and define the two departments as positions.

Does the solution meet the goal?

A.

Yes

A.

Yes

Answers
B.

No

B.

No

Answers
Suggested answer: A

Explanation:

Two security models can be used for hierarchies, the Manager hierarchy and the Position hierarchy. 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.

Note: The hierarchy security model is an extension to the existing security models that use business units, security roles, sharing, and teams. It can be used in conjunction with all other existing security models. The hierarchy security offers a more granular access to records for an organization and helps to bring the maintenance costs down.

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

Note: This question-is part of a series of questions that present the same scenario. Each question-in the series contains a unique solution that might meet the stated goals. Some question-sets might have more than once correct solution, while others might not have a correct solution.

After you answer a question-in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.

A university implements Dynamics 365 Sales. Several departments use opportunity records to bid for funding for projects within their own departments. You configure the system to ensure that each department can only work on their own records.

Employees in multiple departments often need to work together on an opportunity. Employees report that they are not able to see opportunities from other departments.

You need to ensure that employees from more than one department can work on the same opportunities when necessary.

Solution: Create a security role that has organization-level access to opportunities. Give this security role to all members of the two departments who need access.

Does the solution meet the goal?

A.

Yes

A.

Yes

Answers
B.

No

B.

No

Answers
Suggested answer: B

Explanation:

Instead use position hierarchy security and define the two departments as positions.

Reference:

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

Note: This question-is part of a series of questions that present the same scenario. Each question-in the series contains a unique solution that might meet the stated goals. Some question-sets might have more than once correct solution, while others might not have a correct solution.

After you answer a question-in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.

A university implements Dynamics 365 Sales. Several departments use opportunity records to bid for funding for projects within their own departments. You configure the system to ensure that each department can only work on their own records.

Employees in multiple departments often need to work together on an opportunity. Employees report that they are not able to see opportunities from other departments.

You need to ensure that employees from more than one department can work on the same opportunities when necessary.

Solution: Use access team templates and give access to members in the two departments.

Does the solution meet the goal?

A.

Yes

A.

Yes

Answers
B.

No

B.

No

Answers
Suggested answer: B

Explanation:

Instead use position hierarchy security and define the two departments as positions.

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

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.


Question 108
Correct answer: Question 108

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.


Question 109
Correct answer: Question 109

Explanation:

Box 1: Referential Active/ Cascade Active one-to-many entity relationship: Perform the action on all active referencing entity records associated with the referenced entity record.

Box 2: Cascade User Owner

Cascade User Owned: Perform the action on all referencing entity records owned by the same user as the referenced entity record.

Box 3: Referential Restrict Delete

Restrict: Prevent the Referenced entity record from being deleted when referencing entities exist.

Reference:

https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/configure-entity-relationship-cascading-behavior

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.


Question 110
Correct answer: Question 110

Explanation:

Step 1: Enable field security in the Approval field.

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

2. 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 permissionsЕsecurity profile

Step 2 and step 3, example:

Configure the security profiles.

1. Create the field security profile for sales managers.

2. Go to Settings > Security.

3. Click Field Security Profiles.

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

5. 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.

6. 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

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