PL-900 Microsoft Power Platform Fundamentals Exam

 

The content of this exam was updated on March 10, 2021. Please download the skills measured document below to see what changed.

Candidates for this exam aspire to improve productivity by understanding the capabilities of the Power Platform, automating basic business processes with Power Automate, performing basic data analysis with Power BI, acting more effectively by creating simple Power Apps experiences, and creating powerful chatbots by using Power Virtual Agents.

You may be eligible for ACE college credit if you pass this certification exam. See ACE college credit for certification exams for details.
Part of the requirements for: Microsoft Certified: Power Platform Fundamentals
Related exams: none
Important: See details

Skills measured
The content of this exam was updated on March 10, 2021. Please download the exam skills outline below to see what changed.
Describe the business value of Power Platform (15-20%)
Identify the core components of Power Platform (15-20%)
Demonstrate the capabilities of Power BI (15-20%)
Describe the capabilities of Power Apps (15-20%)
Demonstrate the capabilities of Power Automate (15-20%)
Demonstrate the business value of Power Virtual Agents (10-15%)


The exam guide below shows the changes that were implemented on March 10, 2021.

Audience Profile
Candidates for this exam aspire to improve productivity by understanding the capabilities of the Power Platform, automating basic business processes with Power Automate, performing basic data analysis with Power BI, acting more effectively by creating simple Power Apps experiences and creating powerful chatbots by using Power Virtual Agents.

Skills Measured
NOTE: The bullets that appear below each of the skills measured are intended to illustrate how we are assessing that skill. This list is NOT definitive or exhaustive.
NOTE: Most questions cover features that are General Availability (GA). The exam may contain questions on Preview features if those features are commonly used.

Describe the business value of Power Platform (15-20%)
Describe the business value of Power Platform services
 analyze data by using Power BI
 act with Power Apps
 build solutions that use Common Data ServiceMicrosoft Dataverse
 create flows by using Power Automate
 use connectors to access services and data
 create powerful chatbots by using a guided, no-code graphical interface

Describe the business value of extending business solutions by using Power Platform
 describe how Dynamics 365 apps can accelerate delivery of Power Platform business solutions
 describe how Power Platform business solutions can be used by Microsoft 365 apps including Microsoft Teams
 describe how Power Platform business solutions can consume Microsoft 365 services
 describe how Power Platform business solutions can consume Microsoft Azure services including Azure Cognitive Services
 describe how Power Platform business solutions can consume third-party apps and services

Describe Power Platform administration and security
 describe how Power Platform implements security including awareness of Common Data
ServiceMicrosoft Dataverse security roles, Azure Identity Services, and Access
Management (IAM)
 describe how to manage apps and users
 describe environments
 describe where to perform specific administrative tasks including Power Platform Admin center, Microsoft 365 admin center
 describe Data Loss Prevention (DLP) policies
 describe how the platform supports privacy and accessibility guidelines

Identify the Core Components of Power Platform (15-20%)
Describe Common Data ServiceMicrosoft Dataverse
 describe the Power Apps user experience
 describe entitiestables, fieldscolumns, and relationships
 describe use cases for solutions
 describe use cases and limitations of business rules
 describe the Common Data Model (CDM)
 describe how to use common standard entities tables to describe people, places, and things

Describe Connectors
 describe the native Dataverse connection experience
 describe triggers including trigger types and where triggers are used
 describe actions
 describe licensing options for connectors including standard or premium tier Identify use cases for custom connectors

Describe AI Builder
 identify the business value of AI Builder
 describe models including business card reader, detection model, form processing model, and prediction model
 describe how the Power Apps and Power Automate can consume AI Builder data

Demonstrate the capabilities of Power BI (15-20%)
Identify common Power BI components
 identify and describe uses for visualization controls including pie, bar, donut, and scatter plots and KPIs
 describe types of filters
 describe the Power BI Desktop Reports, Data, and Model tabs
 describe uses for custom visuals including charts or controls
Compare and contrast dashboards and workspaces
 compare and contrast Power BI Desktop and Power BI Service
 compare and contrast dashboards, workspaces, and reports

Connect to and consume data
 combine multiple data sources
 clean and transform data
 describe and implement aggregate functions
 identify available types of data sources including Microsoft Excel
 describe use cases for shared datasets and template apps and how to consume each

Build a basic dashboard using Power BI
 design a Power BI dashboard
 design data layout and mapping
 publish and share reports and dashboards

Demonstrate the capabilities of Power Apps (15-20%)
Identify common Power Apps components
 describe differences between canvas apps and model-driven apps
 describe portal apps
 identify and describe types of reusable components including canvas component libraries and Power Apps Component Framework (PCF) components
 describe use cases for formulas

Build a basic canvas app
 describe types of data sources
 connect to data by using connectors
 combine multiple data sources
 use controls to design the user experience
 describe the customer journey
 publish and share an app

Describe Power Apps portals
 create a portal by using a template
 describe common portal customizations
 identify differences in portal behavior based on whether a user is authenticated
 apply a theme to a portal

Build a basic model-driven app
 add entities tables to app navigation
 modify forms and views
 publish and share an app

Demonstrate the capabilities of Power Automate (15-20%)
Identify common Power Automate components
 identify flow types
 describe use cases for flows and available flow templates
 describe how Power Automate uses connectors
 describe loops and conditions including switch, do until, and apply to each
 describe expressions
 describe approvals

Build a basic flow
 create a flow by using the button, automated, or scheduled flow template
 modify a flow
 use flow controls to perform data operations
 run a flow
 modify a flow

Demonstrate the capabilities of Power Virtual Agents (10-15%)
Describe Power Virtual Agents capabilities
 describe use cases for Power Virtual Agents
 describe where you can publish chatbots
 describe topics, entities and actions
 describe message nodes, question nodes, conditions, trigger phrases, and the authoring canvas
 identify common pre-built entities

Build and publish a basic chatbot
 create a chatbot
 create a topic
 call an action
 test a chatbot
 publish a chatbot
 monitor chatbot usage
 monitor chatbot performance

QUESTION 1
This question requires that you evaluate the underlined text to determine if it is correct.
You have a Power Apps app. You create a new version of the app and then publish the new version.
A customer goes through the process of restoring the previous version of the app. In the Version tab for the app, you will see two versions of the app.
Review the underlined text. If it makes the statement correct, select “No change is needed.” If the statement is
incorrect, select the answer choice that makes the statement correct.

A. No change is needed.
B. one
C. three
D. four

Correct Answer: C

QUESTION 2
A company uses Dynamics 365 Sales. The company uses a browser-based app named Sales Hub.
You need to ensure that users can access data from mobile devices.
Which app should users install?

A. Dynamics 365 Remote Assist
B. Dynamics 365 Finance
C. Dynamics 365 Business Central
D. Dynamics 365 for Phones

Correct Answer: D

QUESTION 3
You are a customer service manager.
You need to implement a Power Apps portal that allows customers to submit cases.
Which type of data source is used?

A. Dynamics 365 Connector
B. Microsoft SharePoint
C. Microsoft Azure Storage
D. Common Data Service

Correct Answer: B

QUESTION 4
A distribution company has multiple warehouses.
Tax rates charged on sales orders need to be calculated based on locality and region.
You need to recommend a cost-effective solution that can be implemented quickly.
What should you recommend?

A. Check AppSource for a tax add-on.
B. Create alerts in Dynamics 365 Finance for tax table changes.
C. Implement the Common Data Model.
D. Run a Power BI report.
E. Write scripts and code tax updates.

Correct Answer: B

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MB-210 Microsoft Dynamics 365 for Sales Exam updated on July 23, 2021

 

The content of this exam was updated on July 23, 2021. Please download the skills measured document below to see what changed.

Languages: English, Japanese
Retirement date: none
This exam measures your ability to accomplish the following technical tasks: Perform configuration, Manage core sales tables, Configure additional tools and services.

Skills measured
The content of this exam was updated on July 23, 2021. Please download the exam skills outline below to see what changed.
Perform configuration (25-30%)
Manage core sales tables (45-50%)
Configure additional tools and services (20-25%)

This exam was updated on July 23, 2021. Following the current exam guide, we have included a version of the exam guide with Track Changes set to “On,” showing the changes that were made to the exam on that date.

The following exam guide shows the changes that were implemented on July 23, 2021.

Audience Profile
Candidates for this exam are Microsoft Dynamics 365 functional consultants with sales expertise.

Candidates responsible for implementing solutions that support a sales life cycle so that it can run efficiently and effectively to meet revenue targets, business strategies, and company objectives.

Candidates are responsible for configuring and expanding the core functionality of leads, contacts, accounts, opportunities, and supporting entities to map to the sales processes in place at the organization. They identify opportunities to use Power Apps to develop unified experiences for all devices, Power Automate for application integration, business process flows, and other automation tools to construct an application that supports and accelerates the “lead to cash” journey.

Candidates must have strong business knowledge and should have first-person experience in one or more sales roles.

Skills Measured
NOTE: The bullets that follow each of the skills measured are intended to illustrate how we are assessing that skill. This list is NOT definitive or exhaustive.
NOTE: Most questions cover features that are general availability (GA). The exam may contain questions on Preview features if those features are commonly used.

Perform configuration (25-30%)

Configure sales settings

 configure sales territories and hierarchical sales territories
 configure auto number settings for cases, orders, and quotes
 configure business settings including business closures, currencies, and fiscal years
 configure sales security roles and access team templates
 configure goal management components
 create and manage sales collateral

Configure processes
 configure duplicate detection rules
 configure record creation rules
 configure sales business process flows
 create and manage playbooks

Create and configure sales visualizations

 configure template apps for Power BI
 configure sales dashboards
 design and create sales charts
 design sales Advanced Find, Power BI, FetchXML, and Kanban reports, views, and visualizationsreports

Manage core sales entities tables (45-50%)
Create and manage accounts and contacts
 create and manage accounts
 create and manage contacts
 create and manage activities

Create and manage leads
 create and search for leads
 convert activities to leads
 perform lead qualification
 configure status reasons

Create and manage opportunities
 manage opportunities
 track stakeholders stakeholders, sales team members, and competitors
 add product line items to opportunities
 customize the Opportunity Close form
 configure status reasons

Create and manage quotessales order processes
 add quotes to opportunities
 edit quotes in various stages
 manage revisions to quotes
 send quotes to customers
 convert quotes to orders
 manage orders
 manage invoices

Create and manage sales order processing
 manage orders
 manage invoices
 manage competitors

Create and manage products and product catalogs
 create and manage products, product bundles, and product families
 create and manage price pricing lists
 create and manage discount lists
 create and manage unit groups
 create and manage product lifecycles

Configure additional tools and services (20-25%)
Configure integration with external sales applications
 implement Dynamics 365 Sales Insights
 implement Relationship Sales
 describe use cases for Customer Insights
 describe use cases for Power Virtual Agents
 describe use cases for AI Builder
 implement Power BI template apps

Mange forecastingCreate and manage goals and forecasts
 configure and use forecasts
 configure and use goals
 define properties and scheduling
 select a template

Create and configure playbooks
 define playbook categories

Manage playbook templatesImplement Sales Insights
 configure standard Sales Insights features
 configure premium features including Notes Analysis, Who Knows Whom, and
Conversation Intelligence
 implement Sales Accelerator
 implement premium forecasting
 configure predictive scoring models

QUESTION 1
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 one 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.
You are a Dynamics 365 for Sales system customizer.
You need to set up LinkedIn Sales Navigator Lead (member profile) on the Lead form.
Solution: Use Dynamics 365 AI for Sales.
Does the solution meet the goal?

A. Yes
B. No

Correct Answer: B

QUESTION 2
A company uses Dynamics 365 for Sales. The company has not made changes to any of the default security roles.
You need to ensure that users can assign salespeople to sales territories.
Which security role can you use?

A. Delegate
B. Sales Person
C. Sales Manager
D. System Customizer

Correct Answer: D

QUESTION 3
You create an invoice with products and services for a customer.
You need to add pricing for a product that is not available in the product catalog.
What should you do?

A. Add the product to the order and use Get Products
B. Add a write-in product
C. Add an existing product and change the name and price
D. Add the product to the quote and use Get Products

Correct Answer: B

QUESTION 4
You need to determine which fields are required when opportunities are marked as lost.
Which fields are required?

A. Status and Stakeholders
B. Status and Contact
C. Status Reason and Competitor
D. Status Reason and Description

Correct Answer: C

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