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Exam MB-600 topic 2 question 15 discussion

Actual exam question from Microsoft's MB-600

Question #: 15
Topic #: 2

DRAG DROP -
A client plans to implement Dynamics 365 Sales.
The client identifies the following requirements for handling opportunities:
✑ Records must move to an approval stage after an opportunity is created.
✑ For opportunities with values greater than $20,000, a follow-up date and second contact field must appear on the form.
✑ An error message must display if a follow-up date is not within seven days of the opportunity creation date.
You need to recommend tools to meet the client requirements.
What should you recommend? To answer, drag the appropriate tools to the correct requirement. Each tool may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Select and Place:

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Suggested Answer:

by I_wasnt_planning_on_discussion at Sept. 15, 2020, 10:31 a.m.

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vijaywaghmare14

Highly Voted 4 years, 6 months ago

Workflow Business Rule (fields to be visible on form) Business Rule

upvoted 13 times

Yuris

4 years, 5 months ago

I agree, Workflow, Business Rule, Business Rule

upvoted 3 times

TimK

4 years, 5 months ago

https://vishalgrade.com/2018/01/14/how-to-change-bpf-stages-automatically-using-workflow-in-dynamics-365/ A) is workflow per this article

upvoted 3 times

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richfarmer

4 years, 3 months ago

I agree!

upvoted 1 times

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I_wasnt_planning_on_discussion

Highly Voted 4 years, 9 months ago

Enforce follow-up date restrictions should be Business Rule

upvoted 10 times

Gkane

4 years, 9 months ago

You can’t do that with a business rule. The business rule can’t do “within” 7 days. It can do “exactly “ in 7 days

upvoted 5 times

lollo1234

4 years, 7 months ago

You can do "greater than". I tried this with opportunity where est. Close date cant be more than 7 days from created on. Anything within 7 days works.

upvoted 2 times

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ExamDoug

Most Recent 4 years, 3 months ago

Enforce follow-up date restrictions would be a Business Rule only as the fields are on the form. Business Rules work only with fields that are on the form. So in my opinion the case doesn't mention that the 2 fields are on the form a Workflow would be a better answers. Workflow Business Rule Workflow

upvoted 3 times

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iggsn

4 years, 6 months ago

A) Workflow (It says move to stage AFTER record is created) So can be async B) Business Process Flow (can be a conditional stage shown, if field is higher than...) Business Rule would work too, Both is kind of on the form. C) Business Rule (as mentioned already couple of time)

upvoted 5 times

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lakshmi

4 years, 6 months ago

I tried just now to create a business rule for comparing two date fields: the following comparison appears to be valid: IF Created On less than Modified On - "7" days THEN Show the error message "Test error" against field Account Name So I would say business rule is a valid solution for c.

upvoted 4 times

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Axel1

4 years, 7 months ago

Enforce follow-up must be workflow. As the field "follow-up date" will be probably be set by calculated field, Business Rules is not able to consider calculated field.

upvoted 1 times

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arshad

4 years, 8 months ago

BPF, Business Rule and Business Rule

upvoted 8 times

SuperMat

4 years, 4 months ago

You can't move to next stage automatically in a BPF, hence for the first answer you need a workflow

upvoted 1 times

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fabio75

4 years, 8 months ago

The third should be business Rules is possible to create a Formula based on the date. Just verified on a Trial Version.

upvoted 6 times

Milli_Melini

4 years, 8 months ago

verified it, too. That's right.

upvoted 2 times

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Dude

4 years, 8 months ago

This one is rather interesting because business rules cannot perform math on a date field, i.e. if(To Date - From Date) < 7 then show an error. Workflows cannot enforce rules as the run server-side. A possibility is to create a calculated field that displays the difference in days and one could display an error message if the number if greater than 7, however, this would not enforce anything, reason being is that the calculation only run once the record is saved and thus the error message would only display after the record is saved. In my opinion a Buisness Proces Flow and Workflows would and could not perform enforcement, however, with a few tricks you may be able to get a business rule to enforce such a rule but not on its own.

upvoted 3 times

malyaban

4 years, 2 months ago

Why can't a realtime workflow do that - it will rollback the txn with an error. Imagine the 2 required fields appearing by BR once the amount greater than 20K and then workflow checks and stops if needed.

upvoted 1 times

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