Pass PL-400 Exam Guide

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

Box 1: Power Automate

Ensure that notifications are sent to the sales team when a lead is added by using Slack

Power Automate is a service that helps you create automated workflows between your favorite apps and services to synchronize files, get notifications, collect data, and more.

Box 2: Business rule

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

A field named Priority_Trigger must be created to trigger the Priority field.

Business rules provide a simple interface to implement and maintain fast-changing and commonly used rules.

Box 3: Business process flow

Ensure that leads have a review stage added to the sales process.

Use business process flows to define a set of steps for people to follow to take them to a desired outcome. These steps provide a visual indicator that tells people where they are in the business process.

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

DIFFINDAYS (date and time, date and time): Returns the difference in days between two Date and Time fields. If both dates and times fall on the same day, the difference is zero.

Note: Whenever we talk about history, the bone of contention are the below four fields:

CreatedOn

ModifiedOn

CreatedBy

ModifiedBy

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.