Dataverse Management Basics
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A company is evaluating the capabilities in Dataverse and the scenarios for using virtual tables. You need to identify the capabilities of virtual tables. What is a capability of virtual tables?

  • Virtual tables can be configured for user and team ownership.
  • Virtual tables retrieve data from an external data source. (correct)
  • Virtual tables support Dataverse auditing.
  • Virtual tables store data in the Dataverse environment.

Must contain string data that stores 100 characters and be rendered as a ______ control.

multiline

Must contain a list of predefined options. Users must be able to select only one ______.

option

A customer tracks events by using a custom entity. The custom entity includes a custom field for the venue of the events. The customer must be able to display the events by venue in a calendar. You need to ensure that all events display by venue in the calendar. To which component should you add a control?

<p>Form (A)</p> Signup and view all the answers

You manage a new instance of Microsoft Dataverse. You need to create a new column for a custom table. The new column must have the schema name abc_income. What should you create first?

<p>new publisher (B)</p> Signup and view all the answers

A company that delivers training courses uses Microsoft Dataverse. The company wants to record course registration and attendance. The company configures a Contact table and a Course table. You need to create a relationship between the attendees and registrations. Which type of relationship should you create?

<p>two 1:N relationships, one with Contact as the parent and one with Course as the parent (D)</p> Signup and view all the answers

A company runs regular events. You need to record who has attended each event. Which relationship should you create?

<p>an N:N relationship between Contact and Event (A)</p> Signup and view all the answers

An event planning company wants to capture information for each event. The captured information must include the contacts who attend the event and the capacity in which a contact attends, such as customer, vendor, supplier, or from marketing. You need to create a relationship between the records to capture this information. What should you implement?

<p>custom intersect table with two 1:N relationships (C)</p> Signup and view all the answers

You create a custom table and configure a child table relationship with the contact table. You need to configure the cascading rules for each action. Which behavior should you use?

<p>Cascade All (B)</p> Signup and view all the answers

You manage a Microsoft Dataverse instance for a company. The Dataverse instance has a one-to-many (1:N) relationship between a Teachers table and a Classes table. If a teacher record is deleted, the deletion must have no impact on the related class records. You need to configure the behavior of the tables. Which relationship behavior should you use?

<p>referential, remove link (B)</p> Signup and view all the answers

A company uses Dataverse to store projects and project tasks. The Project table has a one-to-many relationship with the Project Tasks table. The Project Tasks table has a Due Date column. You need to create a column on the Project table that shows the earliest due date of the related project tasks. Which type of column should you create?

<p>rollup (B)</p> Signup and view all the answers

You must schedule data to import automatically into Microsoft Dataverse. You need to define the days of the week to import the data and ensure that you are notified of any failures. Which tool should you use?

<p>dataflow (B)</p> Signup and view all the answers

You plan to create a dataflow to import data into Microsoft Dataverse by using Power Query. The dataflow has the following requirements: A table of aggregated data must be created in Dataflow storage. • A unique identifier must be created for the table. You need to configure the Dataflow. Which solutions should you use?

<p>Key column (C), Merge query (E)</p> Signup and view all the answers

You plan to create a dataflow by using Power Query to transform the data. You observe that some cells display an error instead of the expected data. You need to obtain more details about the errors. What should you do?

<p>Use the Advanced Editor. (D)</p> Signup and view all the answers

You use a dataflow to import data into Microsoft Dataverse. The data uses columns such as accountid, accountnumber, createdon, modifiedon, and versionnumber. The data must load in the least amount of time. You need to configure the incremental refresh settings for the Dataflow. Which columns should you use?

<p>versionnumber (B), createdon (D)</p> Signup and view all the answers

A company uses Dataverse to store the names of contacts. The company uses a shared Microsoft Excel file to collect the data. The company requires that the contacts be added to Dataverse automatically every day. You need to identify which tools are required to create and perform the import. What should you use?

<p>Connections (C), Dataflow (G)</p> Signup and view all the answers

On a Contact record, a user creates a Note record that contains the word running. One week later, the user reports that they cannot find the Contact record associated with the Note record. You need to find the Note record. Use Categorized Search to search for the word run. Does the solution meet the goal?

<p>No (B)</p> Signup and view all the answers

On a Contact record, a user creates a Note record that contains the word running. One week later, the user reports that they cannot find the Contact record associated with the Note record. You need to find the Note record. Use Relevance Search to search for the word run. Does the solution meet the goal?

<p>Yes (A)</p> Signup and view all the answers

On a Contact record, a user creates a Note record that contains the word running. One week later, the user reports that they cannot find the Contact record associated with the Note record. You need to find the Note record. Use Quick Find search on the Notes list to search for the word run. Does the solution meet the goal?

<p>No (B)</p> Signup and view all the answers

You modify a model-driven app for a bicycle repair help desk. The model-driven app is for help desk users when customers have an issue with their bicycle. After you add a custom table named bicycle, you configure the table for Microsoft Dataverse search. The table will contain information from callers about their bicycles. The account table is related to the custom table. Contact information is brought over to the custom table. You add the following columns to the table: Bicycle type Tire brand Special equipment Users must be able to perform the following types of searches: Search for all customers who have a bicycle type of Contoso and live in Florida. Search all tables for any record that contains the word broken. You need to decide which type of search will give you the results desired. Which search should you configure?

<p>Advanced find (B)</p> Signup and view all the answers

A company is implementing a data model by using Dataverse. The company requires the following columns in a new custom table:

Column Name Special Notes
Specification Must contain string data that stores 100 characters and be rendered as a multiline control.
Student Must contain string data that stores up to 8,000 characters and be rendered as a multiline control.
Course Type Must contain an input control that can store a reference to an account or a contact in the system.
Requirement Must contain a list of predefined options. Users must be able to select only one option.
You need to choose the column type that uses the least amount of database storage for each column. Which column types should you choose?

<p>Customer (Lookup will only enable relationship with either account or contact but not with both, therefore Customer type is correct) (A), Multiline Text (B), Special Notes (E), Text (G)</p> Signup and view all the answers

You create a parent entity and a child entity. The parent entity has a 1:N relationship with the child entity. You need to ensure that when the owner changes on the parent record that all child records are assigned to the new owner. You need to configure the relationship behavior type. What should you use?

<p>Referential, Restrict Delete (B)</p> Signup and view all the answers

An event planning company wants to capture information for each event. The captured information must include the following:

  • contacts who attend the event
  • the capacity in which a contact attends, such as customer, vendor, supplier, or from marketing You need to create a relationship between the records to capture the information. What should you implement?

<p>custom intersect table with two 1:N relationships (A)</p> Signup and view all the answers

A company uses a Dataverse environment. The environment is accessed from canvas and model-driven apps. The Dataverse environment contains a table that has the following columns: Name * Company * Contacted On. The company requires that the table not contain any duplicate rows when users create data in the environment. You need to implement a solution that meets the requirement. Solution: Create an alternate key for the columns. Does the solution meet the goal?

<p>Yes (B)</p> Signup and view all the answers

A company uses a Dataverse environment. The environment is accessed from canvas and model-driven apps. The Dataverse environment contains a table that has the following columns: Name * Company * Contacted On The company requires that the table not contain any duplicate rows when users create data in the environment. You need to implement a solution that meets the requirement. Solution: Create a duplicate detection rule for the columns. Does the solution meet the goal?

<p>Yes (A)</p> Signup and view all the answers

A company uses a Microsoft Power Platform environment. The company plans to implement a Power Apps app. The application must meet the following requirements: Audit all user activity and only retain the audit logs for one year. Annually remove products that were created over a year ago. You need to configure the automated processes. What should you configure?

<p>Audit log retention: = Table auditing Environment auditing Product removal: = Bulk deletion job Filtered view</p> Signup and view all the answers

You manage a Microsoft Dataverse instance. You need to create a custom bulk deletion job that deletes workflow records from the Async OperationBase table. The records must have been created in the last seven days and successfully completed. Which system job type should you select in the condition?

<p>Workflow (C)</p> Signup and view all the answers

You must create a new entity to support a new feature for an app. Records for the entity must be associated with a business unit and specify security roles for the business unit. You need to configure entity/table ownership. Which entity ownership type should you use?

<p>business-owned (C)</p> Signup and view all the answers

You are designing the organization structure for a company that has 5,000 users. You need to configure security roles for the company while minimizing administrative effort. What should you do?

<p>Apply a security role to everyone in a business unit: = Assign the security role to the default business unit team Ensure an individual can see records in their current business unit and a child business unit: = Grant the user the Parent: Child Business Units security permission</p> Signup and view all the answers

You create an app for the sales team at a company. Members of the sales team cannot access the app. You need to ensure that sales team members can access the app. Where should you configure app permissions?

<p>Security Roles (A)</p> Signup and view all the answers

A user has access to an existing Common Data Service database. You need to ensure that the user can create canvas apps that consume data from Dataverse. You must not grant permissions that are not required. Which out-of-the-box security role should you assign to the user?

<p>System Customizer (B)</p> Signup and view all the answers

A user has access to an existing Microsoft Dataverse database. You need to ensure that the user can create canvas apps that consume data from Dataverse. You must not grant permissions that are not required. Which out-of-the-box security role should you assign to the user?

<p>System Customizer (D)</p> Signup and view all the answers

A user needs to create a Power Apps portal app. The user is getting a permission denied error when creating the portal app. You need to configure permissions to create the portal app. Which three permissions should you configure? Each correct answer presents part of the solution.

<p>In Azure Active Directory, ensure that the user has permission to register an app. (A), In the Power Platform admin center, ensure that the user account has read-write access. (B), In Azure Active Directory, assign the Contributor role to the application at the subscription scope. (D)</p> Signup and view all the answers

A company uses Microsoft Power Platform in its Microsoft 365 tenant. The company requires specific users to manage environments within the tenant. You need to configure security for the tenant. What should you use? Select only one answer.

<p>Microsoft 365 role (B)</p> Signup and view all the answers

A user requires access to a customized environment. The following error appears when you attempt to add the user: "User couldn't be added because they haven't met all of the access requirements." You need to identify the issue. Which three issues can cause this error? Each correct answer presents a complete solution.

<p>The user's account is not enabled in Microsoft Entra ID. (A), The user is not a member of the environment's security group. (E), The user's account does not have a license. (F)</p> Signup and view all the answers

You are a Dynamics 365 Customer Services administrator. You have a Production instance and Sandbox instance. Users record Production instance data in the Sandbox instance. You need to ensure that the users only record data in the Production instance. Which security function needs to be edited to prevent access to the Sandbox?

<p>Microsoft 365 admin center: = Roles Groups Licenses Access rights Dynamics 365 Sandbox instance: = Roles Groups Access rights</p> Signup and view all the answers

A company uses a canvas app to manage production resources in a specific region. Employees must be at company locations to use the app. Due to a sudden requirement for employees to work remotely, employees no longer commute to a specific location to conduct their work and cannot access the canvas app. You must reconfigure the app to ensure that employees only access the app from a limited number of locations. You need to restrict access to the app. Which components should you configure?

<p>Ensure that employees can only access the app form a specific region: = Power Platform admin center Azure Active Directory Office 365 admin center Specify the locations where a user can access the app: = Security role Conditional Access policy Local Security policy Compliance policy</p> Signup and view all the answers

A company uses Microsoft Dataverse. Users often must share account records with team members. You create a team template for the account table to begin setup for a simplified record sharing process. What should you do next?

<p>Add the Access Team Template sub-grid to the account form. (B)</p> Signup and view all the answers

You use Microsoft Entra ID Group teams to handle user security access to a Microsoft Dataverse application. You need to set up security group teams within Dataverse and apply security roles to them. What should you use to set up the team record in Dataverse?

<p>Microsoft Entra ID Group ID (B)</p> Signup and view all the answers

A company uses a Dataverse table named Milestones to store project milestone information. You need to ensure that only users in the Project Managers team can view data in the Milestone status column. Which three configuration steps should you perform? Each correct answer presents part of the solution.

<p>Enable column security on the Milestone status column. (B), Assign permissions and add the Project Managers team to the column security profile. (E), Create a new column security profile. (F)</p> Signup and view all the answers

Users must be able to view only the address1 columns in the Account table. You need to ensure other address columns are not visible to users when creating views and filters. What should you do?

<p>Use column-level security to remove read access to all users. (A)</p> Signup and view all the answers

You need to recommend a role for users to perform several required tasks. The solution must use the principle of least privilege. Which roles should you recommend?

<p>Create new users: = Office 365 service administrator Assign roles to users: = Dynamics 365 service administrator Perform backups for an instance: = Dynamics 365 system administrator</p> Signup and view all the answers

A company has a sales application that is supported by an Azure SQL database. You are developing a Power Apps app for use by customer service agents. The app must reference customer data from the sales application. Data in the sales application is constantly changing and must not be replicated in Microsoft Dataverse. Some customer data is considered sensitive. You must protect data for specific fields when users view data in the app. You need to configure table creation for the app. How should you configure the app?

<p>Dataverse table type to create for the referenced customer data: = Create a virtual table. Protect sensitive customer data for specific fields: = Create a secured column Implement input method editor (IME) mode Set the value of the visible property of the fields to false</p> Signup and view all the answers

Flashcards

What are Virtual Tables?

A type of Dataverse table that retrieves data from an external data source, not stored within Dataverse.

What is the most efficient Dataverse column type for short text?

The smallest storage type for text that can hold a single line of text.

What is the best Dataverse column type for longer notes?

This column type in Dataverse can store multiple lines of text, making it suitable for longer descriptions or notes.

What is a 1:N relationship in Dataverse?

This Dataverse relationship allows a single record in the parent table to be linked to multiple records in the child table. Think of one teacher having multiple students.

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What is an N:N relationship in Dataverse?

This Dataverse relationship enables multiple records in two tables to be linked to each other. Think of students attending multiple courses.

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What is a 'Parental' relationship behavior in Dataverse?

This type of Dataverse relationship ensures that when the owner of a parent record changes, all related child records are automatically assigned to the new owner.

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What is a 'Restrict Delete' relationship behavior in Dataverse?

This type of Dataverse relationship prevents deleting a parent record if any related child records exist. Think of a parent record holding a crucial connection.

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What are 'Calculated' columns in Dataverse?

A Dataverse column that automatically calculates a value based on other columns in the same record or related records. Think of a spreadsheet equation.

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What are 'Rollup' columns in Dataverse?

A Dataverse column that aggregates data from related records. Think of a summary view in a report.

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What are 'Formula' columns in Dataverse?

A Dataverse column that uses a formula to calculate a value based on other columns. Think of a spreadsheet formula.

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What is 'Managing Dataverse Search'?

The process of configuring which Dataverse tables and columns are included in the search index, making them searchable.

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What is 'Categorized Search' in Dataverse?

This type of Dataverse search allows for finding exact matches of keywords. Think of a dictionary search.

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What is 'Relevance Search' in Dataverse?

This type of Dataverse search uses advanced algorithms to find the most relevant records based on keywords. Think of a web search.

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What is 'Auditing' in Dataverse?

A Dataverse feature that tracks changes made to records. Think of an audit log for changes.

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What is the 'Data Import Wizard' in Dataverse?

This type of data import uses a wizard to map columns from a file to Dataverse tables.

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What is 'Duplicate Detection' in Dataverse?

This tool in Dataverse helps prevent duplicate records by defining rules based on specific columns.

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What is 'Bulk Deletion' in Dataverse?

A Dataverse feature that allows the deletion of multiple records at once. Think of a bulk cleanup operation.

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What are 'Business Units' in Dataverse?

A logical grouping of Dataverse users that helps manage security access and permissions. Think of teams within a company.

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What are 'Security Roles' in Dataverse?

A Dataverse mechanism that defines what actions users can perform within the environment. Think of a set of permissions.

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What is 'Role Management' in Dataverse?

A Dataverse feature that enables different users to be assigned different security roles within the environment.

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What is 'User and Team Management' in Dataverse?

A Dataverse feature that allows for creating and managing users and teams within the environment.

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What are 'Microsoft Entra ID Group Teams' in Dataverse?

A group created in Azure Active Directory and linked to Dataverse to streamline security management. Think of a team across different apps.

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What is 'Column Security,' in Dataverse?

A Dataverse feature that limits the visibility of specific columns to only certain users or groups. Think of column-level access control.

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What is 'Hierarchy Security' in Dataverse?

This Dataverse feature allows for managing access and permissions based on user roles within a hierarchical structure.

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What is 'Manager Hierarchy' in Dataverse?

This Dataverse feature allows users to see only the data related to their position in the hierarchy. Think of manager-employee access.

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What are 'Web Roles' in Dataverse Portals?

This Dataverse feature provides a way to control visibility of data in different portals based on roles.

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Study Notes

Dataverse Management

  • Dataverse is a platform for managing data models. It allows for creating and modifying standard, activity, and virtual tables.
  • Virtual tables can retrieve data from external sources, be configured for user and team ownership, and are not for storing Dataverse data.
  • Custom tables require specific column types for optimal storage efficiency. For example, Special Notes should use Text Area, and Specification should use Multiline Text
  • Customer (Lookup) type allows for relationship with an account or a contact, but not both.
  • Tables can be created or modified in Dataverse. A custom entity field for a venue can be used in a calendar for display.
  • A new column's schema name (e.g., abc_income) needs to be created first in a solution.
  • Publisher prefixes are determined by the solution's publisher. Solutions are created before the column, and the prefix varies based on the solution's publisher.

Relationships

  • One-to-many (1:N) relationships are appropriate for scenarios where a record in one table can relate to multiple records in another table.
  • Many-to-many (N:N) relationships are appropriate when multiple records in one table can relate to multiple records in another table.
  • In some cases, separate 1:N relationships are used to capture details of attendance for a given event/class or course that a student attends.
  • Referential, Restrict delete - Ensures that when a parent record is deleted, the child records are not deleted
  • Referential, Remove link - Allows the relationship to be maintained if one record is deleted and the other is kept.
  • Parental - Ensures parent record deletion impacts all child records.

Data Import and Scheduling

  • Dataflows are tools to schedule data imports into Dataverse. Dataflows include capabilities for incremental refresh and failure notifications.
  • Scheduled cloud flows can be used to set specific days for imports but do not inherently provide failure notification.
  • Instant cloud flows run when a trigger is activated; they are not suitable for scheduled imports.

Security and Roles

  • System Customizer security role allows enabling or disabling auditing and managing data security.
  • Dataverse auditing tracks changes and can be used for tracking and managing security policies.
  • Security roles define access levels; Environment Admin and System Customizer have broad access.
  • Column-level security is used to control which users can view specific columns in a table.
  • A Business Unit is used to relate/associate a record to a group or team.

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Description

Explore the fundamentals of Dataverse management, including the creation and modification of tables, understanding virtual tables, and the importance of custom columns. This quiz will test your knowledge on data models, relationships, and best practices for efficient data storage.

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