Case Study 3 - Bellows College
Background
Bellows College is a post-secondary school that wants to start a football team. The college uses Microsoft Power Platform to manage its recruiting efforts. The registration team and assistants use model-driven apps. The coaches use canvas apps on their mobile devices.
Prospects are considered underage if they are younger than 18 years old at the time of registration.
Current environment
Environment
- Custom code is not allowed in the system.
- Server-side synchronization is configured for emails, appointments, contacts, and tasks.
- The database and file storage of Dataverse must be minimized to keep costs low.
Contact table
- Birthdate is a custom date and time field.
- Age at Registration is a calculated field that displays the age of the prospect at the time of registration.
- Current Age is a calculated field that displays the age of the prospect based on the current date and time.
Evaluation table
- The Evaluation table is a custom table used to track evaluation criteria.
- Evaluation records cannot be manually created.
- Users must not be able to continue until an evaluation record is created automatically for the prospect.
Consent table
- The consent forms completed by the parents are stored as records in the Consent table.
- Occasionally, a parent cannot complete the consent online and a paper copy must be printed.
The signed copy must be scanned and stored with the consent record.
Team website
- The team website is created by using Power Pages.
- A starter layout template was used to create the site.
- The site consists of five pages:
o Home: A page open to everyone to view the announcements from the team.
o Schedule: A page open to everyone to view the tryout and game schedule.
o Evaluations: A page that displays tracking from the evaluation table. Prospects are able to view their own information only.
o Forms: A page that displays the consent form.
o Contact Us: A page for anyone to submit questions and comments.
- Two web roles for authenticated users are created: Primary Contact User and Prospect User.
o All primary contacts and prospects are assigned to their respective roles.
Requirements
Registration
- Parents and prospects are created as contacts and must be linked.
- The registration team must be able to rapidly create prospects without navigating away from the Parents form. Only the First Name, Last Name, and Birthdate fields should be displayed for the team.
- Assistants must be able to update prospect information and add teams that the prospect has previously played on to a subgrid.
Parental consent
- When a prospect is underage, a Primary Contact field will appear. The field must be populated before the prospect record can be saved.
- A view named Underage Prospects that lists all underaged prospects is required.
- The Underage Prospects view must run once a week without requiring modifications to display correct information.
- A consent email must meet the following requirements:
o be sent to the primary contact of each new underage prospect o contain a link to the team website o be automatically sent weekly and tracked to the contact record in Dataverse o include the current date using the full month name, date, and year Evaluations
- Coaches rate prospects each day on a scale of 1-10 in three categories: endurance, coordination, and skill.
- The total of the three categories is displayed at the bottom of the form. If the total for the day is greater than 25, the number should appear green.
Drag and Drop Question
You need to set up webpage permissions.
Which permissions must you set? To answer, move the appropriate permissions to the correct page. You may use each permission once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.

Case Study 2 - ADatum Corp
Background
ADatum Corporation provides verification and investigation services that are used by insurance companies, law firms, and other organizations in the public sector. Services include verifying an individual's background, qualifications, and specific scenarios that require onsite visit.
The thorough work ADatum Corporation performs results in highly accurate cases with minimal critical information missing. Because of these high-quality results, ADatum Corporation is quickly proving itself as one of the best in the industry. In recent months, business has significantly increased, with most new business coming from high-profile companies and individuals.
Management has decided to create a new qualification verification (QV) role to help ensure that clients get the most accurate results. This role examines completed work to ensure that nothing is missed.
Current environment
Data storage and retention
All information sent by clients for services is stored in Microsoft Dataverse with a model-driven app as the interface.
Clients enter their data in a website, which then uses a service account to create the records in the Dataverse database.
Team members currently have full access to all Service Request records.
Service requests
The Service Request table includes header information about the individual or organization that is the subject of verification.
New Service Request records are assigned to a queue. All potential users who will be performing the verifications have access to these records.
A service request is assigned to a single user who will ensure that all qualifications are verified.
This single user is the only one able to process Qualification records related to their own service requests. Many required tasks when performing verification services are currently done by using manual processes.
To keep up with demand, ADatum Corporation identifies several processes that can be replaced by using Power Automate flows to hire fewer new staff and keep costs down.
Qualification verification
The qualification table contains details about an individual school degree, professional qualifications, and other qualifications that must be verified.
A service request can have one or more Qualification records associated with it. Record status is pending verification until the initial team member finishes, at which point the member changes the status to Complete.
When all qualification records related to a service request are verified either by manual or automated processes, the results are made available to ADatum Corporation's client. In the rare event that results are questioned, a new service request is created and verified independently of the previous work that took place.
To complete a service request, users perform the following actions:
Send a templated email by using Microsoft Outlook to the client after all qualifications for a service request are checked.
Change the service request status to Completed. Currently, service requests do not indicate when all Qualification records are addressed.
Microsoft Power platform environment
The following environments exist: development, testing, user acceptance testing (UAT), and production.
Managed solutions are used to move customizations from the development environment to other higher-level environments. These solutions are created and maintained by the power users and provided to internal IT for deployment when they are ready. Two managed solutions, Verification Process Automation and Onsite Visit, share several components.
All customizations to Power Platform components are performed by several power users who have received training and are certified as subject matter experts. Power users have been granted the System Administrator security role in the development environment.
Corporate policy prohibits power users from writing code due to lack of a formal code review process.
Internal IT will not be able to supply any development resources for this project due to a lack of staff. This means that any customizations and automation created for this project must be low- code/no- code for the power users to implement them.
Customizations created by power users are deployed by internal IT.
Requirements
Process automation
ADatum Corporation plans to establish a new QV department to verify completed work so that the quality of work is maintained. The new process for verifying professional qualifications must automate the following:
- Enter data and navigate the authority's website. The authority website UI changes frequently because the company constantly improves the user experience. Search page contents for a specified value to determine validity. Update the corresponding Qualification record in Dataverse.
- The new process for completing a service request must automate the following:
- Set the Service Request record status to Complete when work on all Qualification records is finished. Send an email to the client with the results when the service request is completed. The email must list each qualification as either Valid or Not Valid, depending on the verification.
Qualification verification
Service request results will not be released to clients until all related Qualification records are set to a Complete status.
To check work done by a wide array of users, 10 percent of Qualification records must be double checked.
Qualification records must be automatically assigned to a queue. Qualification records must be flagged with a new status field named Assigned to ensure that records are rechecked.
Ensure that only QV team members can change the status from Assigned to In Progress to Complete. Record the name of the QV team member who performed the work and the date completed.
Governance and security
All components required for the verification process must be included in a new solution.
Corporate security requires that deployments to non-development environments must be automated using service accounts.
User security and data access must also be consistent across environments, except for the elevated access of the power users in the development environment. The Onsite Visit managed solution has a table that is not in the Verification Process Automation managed solution. This table must be upgraded prior to the go-live date without the other shared components.
A VP of sales requires a test environment to demonstrate to potential clients the security policies that are included in their initial offering.
Issues
More employees than are required can access individual client information and continue to have access after a service request is completed.
When users go on vacation, all their outstanding Service Request records are assigned to a substitute employee. The substitute employees are unable to see all the qualifications related to their service requests.
Currently, testing the new QV functionality outside the development environment is not possible due to corporate security policies requiring the same security role across all environments.
Internal IT reports that the solution import to the test environment failed because of missing dependencies related to the flow for completing service requests.
Question
Hotspot Question
You need to configure a Power Automate flow to send the email with the results to the client.
What should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.

You are building a model-driven app. The environment has Advanced settings enabled.
A form in the app requires a custom interface.
You need to embed the custom interface onto the form without using custom code.
What should you do?

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 Sales administrator for a software company. The sales team wants to attach a large number of supporting documents to customer records, but management does not want to incur the cost of additional storage.
The company does not have any Office 365 application integrations enabled.
You need to recommend a storage solution that keeps storage costs low.
Solution: Enable server-based SharePoint integration.
Does the solution meet the goal?

You create a Power Virtual Agents bot.
You observe that the bot is not able to recognize input from some users.
You need to configure the bot response for unrecognized input from users.
What are two possible ways to achieve this goal? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.