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

Access teams

Access teams are created automatically by the system when you add a user to a special sub-grid on a form; in Dynamics 365 Sales there is an example of such a sub-grid on the Opportunity form, called Sales Team.

When you add a user to such a sub-grid, the system does the following:

  • Creates an access team
  • Adds the user as a member of the new team
  • Shares the record with the new team

The main benefit of access teams is that the user does not have to specify the privileges to be shared; instead, an administrator creates an access team template that specifies the privileges provided. All the user has to do is add another user to the sub-grid on the form.

Only users can be added to an access team sub-grid.

The process to add a sub-grid is as follows:

  1. Enable the entity for access teams.
  2. Create an access team template.
  3. Add a sub-grid of users to the entity form.
  4. Select the access team template.
Access teams cannot have security roles applied and cannot own records.