Book Image

Microsoft Power Platform Functional Consultant: PL-200 Exam Guide

By : Julian Sharp
Book Image

Microsoft Power Platform Functional Consultant: PL-200 Exam Guide

By: Julian Sharp

Overview of this book

The Power Platform Functional Consultant Associate (PL-200) exam tests and validates the practical skills of Power Platform users who are proficient in developing solutions by combining the tools in Power Platform and the Microsoft 365 ecosystem based on business needs. This certification guide offers complete, up-to-date coverage of the PL-200 exam so you can prepare effectively for the exam. Written in a clear, succinct way with self-assessment questions, exam tips, and mock exams with detailed explanations of solutions, this book covers common day-to-day activities involved in configuring Power Platform, such as managing entities, creating apps, implementing security, and managing system change. You'll also explore the role of a functional consultant in creating a data model in the Microsoft Dataverse (formerly Common Data Service). Moving ahead, you'll learn how to design the user experience and even build model-driven and canvas apps. As you progress, the book will show you how to manage automation and create chatbots. Finally, you'll understand how to display your data with Power BI and integrate Power Platform with Microsoft 365 and Microsoft Teams. By the end of this book, you'll be well-versed with the essential concepts and techniques required to prepare for the PL-200 certification exam.
Table of Contents (34 chapters)
Section 1: Introduction
Section 2: Microsoft Dataverse
Section 3: Power Apps
Section 4: Automation
Section 5: Power Virtual Agents
Section 6: Integrations

Record ownership

When you create an entity in the CDS it can either be user-, team-, or organization-owned.

Entities that are user- or team-owned have the additional Assign and Share privileges compared with organization-owned entities. The Assign privilege is concerned with record ownership. When you create a record, you become the owner of that record.

If you own a record, the record also belongs to the business unit that you are in. This is how the business unit/security role model works. If you change your business unit, your records move with you, and their business unit is changed also.

The owner of a record can be a user or a team. It is common for teams to own records, such as accounts not being managed by a salesperson but handled by all salespeople in a department, or in marketing, where marketeers do not have responsibility for individual contacts.

You can change the record to a different user or team using the Assign button in the user interface; assign ...