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Question 105 - PL-400 discussion

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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

Answers
A.

Yes

B.

No

Answers
B.

No

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

asked 05/10/2024
Michael Whitehouse
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