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Exam PL-200 topic 1 question 5 discussion

Actual exam question from Microsoft's PL-200

Question #: 5
Topic #: 1

HOTSPOT -
You are a Dynamics 365 Customer Service administrator.
You need to configure the following automation for the sales team:
✑ Send an email when the status changes on an Opportunity.
✑ Text the sales manager when an Opportunity is created.
Create a Wunderlist task when an Opportunity is open for 30 days.

Which tool should you use for each requirement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
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by Shogun at Jan. 7, 2021, 5:36 p.m.

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Shogun

Highly Voted 10 months, 3 weeks ago

Correct answers. Text and Wunderlist tasks could not be sent with a D365 workflow. Email could be sent with a D365 workflow.

upvoted 61 times

Hopeaa

7 months, 1 week ago

I think its important to update this answer with the newest Microsoft Terminology at this time, as it may trip you up. Dynamics 365 Flow is referring to the business classic flow. Microsoft Flow is referring to Power Automate Business Process Flows are still be referred to as such.

upvoted 3 times

l1f06mbam2015

7 months, 1 week ago

https://docs.microsoft.com/en-us/power-platform/admin/audit-data-user-activity

upvoted 1 times

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ETU69

3 years ago

See: https://docs.microsoft.com/en-us/learn/modules/intro-business-process-flows/3-uses

upvoted 5 times

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malyaban

Highly Voted 10 months, 3 weeks ago

Let me clear this up because it was confusing to me. The first MUST be Dynamics 365 Flow because if you do it by Flow then it will trigger on every update of the record in a particular state but not on State Change. So it will send email e.g. on every update when the record is active but not only when the record state changes from Draft -> Active. This is a limitation of Power Automate. Please never select MS Flow for the first one.

upvoted 18 times

Walterddd

3 years, 3 months ago

There are two things left, first there´s something call "Odata Filter" in power automate, which helps you filter data on your trigger, and another thing is that i think there is something a little bit tricky with states in power automate, try to change a state in the case entity to reloved with power automate and you realize that you can´t, and that to do it you have to use Dynamics 365 Workflows, i don´t really know if it happens with triggers en state resolved because i´v never tried but it happens when you want to update a record in state "resolved" so i hope it helps you.

upvoted 2 times

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dlnuser

3 years, 1 month ago

That's not true, a Power Automate flow can be configured to only be triggered when changes happen on a specific column. Just enter the status column in the "Select column" field, and then the flow will only trigger upon status change.

upvoted 10 times

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Heloizaleal1

4 years, 1 month ago

there are options to filter and to send the email when the condition is met. could you explain better?

upvoted 1 times

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DVK76

3 years, 8 months ago

You can add a filter in the trigger, that prevents running in every update. Microsoft it's probably going to deprecate dynamics Workflows in the future so Power Automate must be the first option for every action you should perform in Dynamics.

upvoted 8 times

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BRIS776

Most Recent 5 months, 1 week ago

Here's the correct tool selection for each automation requirement: Email when the status changes on an Opportunity: Tool: Dynamics 365 workflow * Dynamics 365 workflows are ideal for automating actions within the Dynamics 365 environment based on specific triggers like status changes. Text the sales manager when an Opportunity is created: Tool: Microsoft Flow (now Power Automate) Power Automate is best suited for connecting to external services like SMS gateways or other communication platforms to send text messages. Create a Wunderlist task when an Opportunity is open for 30 days: Tool: Microsoft Flow (now Power Automate) Power Automate excels at integrating with various applications, including task management tools like Wunderlist (now Microsoft To Do, but the principle remains the same). It can also handle time-based triggers.

upvoted 2 times

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figlionatonero

5 months, 3 weeks ago

Re discussion below about using Dynamics 365 Workflow (Classic Workflow) for sending emails, the reason why this is correct - despite being possible in Power Automate (MS Flow) as well - is because the Classic workflow supports executing it real-time (aka synchronous) whereas Power Automate works only in background. This is what I learned in the Udemy prep course

upvoted 1 times

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sunnysaru92

3 years, 1 month ago

Powe automate is the same as Microsoft flow or dynamics 365 flow?

upvoted 1 times

Mateusz_M

2 years, 11 months ago

Power Automate is Microsoft Flow.

upvoted 1 times

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jkaur

3 years, 5 months ago

Correct

upvoted 1 times

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Connor55

3 years, 10 months ago

I would argue Flow (Power automate) is the most correct for all since workflows will eventually be deprecated. Also, there's no reason the email couldn't be sent async. We're talking a difference of seconds.

upvoted 5 times

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songzhu

4 years, 3 months ago

Check, the Opportunity is the one in Dynamic365. it is not in Sharepoint list or any other M365 data. Wonderlist connector is available to flow. so the answer should be D365, D365 and MS flow.

upvoted 3 times

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michaelsssxxx

4 years, 5 months ago

You also must consider that Flow have run limitations. So if its possible to utilize D365 workflow, we should.

upvoted 1 times

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Luthercrop

4 years, 7 months ago

Email can be sent too using MS Flow when a record changes status But the given answers are correct too

upvoted 2 times

avow

4 years, 6 months ago

Yes, keep a close eye on the wording "you are a Dynamics 365 Customer Service Administrator". So what is the best answer for that in that position? If this was "Power Apps Administrator" then Flow (power automate) would absolutely be the right answer, but D365 is the better answer here.

upvoted 17 times

AbhiAg

4 years, 1 month ago

you are correct. But in such a situation how the answer of second question can be Microsoft Flow?

upvoted 3 times

mattgwms

3 years, 7 months ago

Because you can't do the other two actions in D365; they have to be done in Power Automate via Microsoft Flows.

upvoted 2 times

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AnNguyenV

4 years, 7 months ago

Email when status changed can perform by MS flow

upvoted 8 times

william7991

4 years, 7 months ago

True but in these questions they want the MOST correct answer, flow can do it but not in real-time/immediately, workflow can, thus it is the best option.

upvoted 13 times

baughfell

4 years, 5 months ago

Also true but the question implies that you need to do all 3 automations, which indicates (to me at least) you'd use the same solution. Plus MS are promoting using Automate where possible so to future proof it's MS Flow for all 3

upvoted 11 times

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