Pass PL-400 Exam Guide

Box 1: Lookup

Fields for the doctor’s name and phone number must be displayed in the customer record.

Lookup: A field that allows setting a reference to a single record of a specific type of entity.

Box 2: Calculated

Refill dates for customer prescriptions should be automatically determined and a notification should be sent to the customer.

Calculated field: Contains calculations that use fields from the current entity or related parent entities.

Box 3: Text

Field data type: Single Line of Text:

This field can contain up to 4,000 text characters. You can set the maximum length to be less than this. This field has several format options that will change the presentation of the text. These options are Email, Text, Text Area, URL, Ticker Symbol, and Phone.

A trigger must be created that changes the Priority field to 1 in the Account record 10 days after an Account record is created.

Note:

Date.AddWeeks returns the date, datetime, or datetimezone result from adding numberOfWeeks weeks to the datetime value dateTime.

CreatedOn gets the value to store in the history table indicating when this entry was created.

The LookUp function finds the first record in a table that satisfies a formula. Use LookUp to find a single record that matches one or more criteria.

Box 1: Use a Data Integration template in Power Apps.

Ensure that the names of the pharmacies are synced between the accounting and the customer management systems.

Note: The Data Integrator (for Admins) is a point-to-point integration service used to integrate data into Dataverse. It supports integrating data between Finance and Operations apps and Dataverse. It also supports integrating data into Finance and Operations apps and Dynamics 365 Sales.

The Data Integrator (for Admins) consists of the Data Integration platform, out-of-the-box templates provided by our application teams (for example, Finance and Operations apps and Dynamics 365 Sales) and custom templates created by our customers and partners.

Box 2: Create a workflow in Dynamics 365 Sales.

Account numbers should be entered automatically into the pharmaceutical system that is in a Cerner database and kept in sync.

Note: Start When: Use the options in this section to specify when a workflow should start automatically. You can configure a real-time workflow to be run before certain events. This is a very powerful capability because the workflow can stop the action before it occurs. The options are:

Record is created

Record status changes

Record is assigned

Record fields change

Record is deleted