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Exam PL-600 topic 2 question 9 discussion

Actual exam question from Microsoft's PL-600
Question #: 9
Topic #: 2
[All PL-600 Questions]

HOTSPOT -
A company uses Dynamics 365 Sales and Power BI.
Sales managers must be able to keep track of changes to their pipeline in the following ways:
✑ Notify the sales managers when an Opportunity changes sales stage.
✑ Notify the sales managers when the pipeline drops below 2.5M USD.
✑ When reviewing the pipeline in Power BI, a sales executive must be able to add a Playbook to an Opportunity.
You need to recommend a solution that meets the company requirements.
Which combination of solutions should you recommend? To answer, select the appropriate option in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:

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Suggested Answer:
Box 1: Microsoft Power Automate, Microsoft Dataverse connector, and Microsoft 365 Outlook connector
Use Microsoft Dataverse as the data source.
While Power Automate is a robust tool with ever-expanding capabilities, it also handles simple tasks with grace. A universal business need for many organizations is the ability to automate email notifications based on certain criteria: an opportunity is won, send an email to the sales manager; a case is closed, send an email to the customer; a work order is completed, send an email to the customer.
Power Automate can easily accommodate this using the Microsoft 365 Outlook connector.
Box 2: Microsoft Power Automate, Power Bi data alerts, and Microsoft 365 connector
Data alerts in the Power BI service: Set alerts to notify you when data in your dashboards changes beyond limits you set.
Box 3: Microsoft Power Automate, Power BI, Power Apps, and Microsoft Dataverse connector
Reference:
https://www.velosio.com/blog/2021/01/27/tracking-emails-the-right-way-with-power-automate/ https://docs.microsoft.com/en-us/power-bi/create-reports/service-set-data-alerts

Comments

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CDDT
Highly Voted 1 year, 8 months ago
1 You can detect on time the sales stage change in Dataverse (Power Automate + Dataverse) and send email to recipients using Team Owner information, sending by Outlook connector 2 You can use PBI Data Alerts: https://docs.microsoft.com/en-us/power-bi/create-reports/service-set-data-alerts and when occur the alert trigger (the alert is triggered on refresh report) a Power Automate that retrieve all Sale force users (O365 users connector) and send on email via O365 Outlook connector: https://docs.microsoft.com/en-us/power-bi/collaborate-share/service-flow-integration In this way users can see the same USD value: both Dataverse than Power BI. 3 You don’t need notification solutions as Data alerts , you don’t need O365 connectors. You need a Power Apps embedded in Power BI and create playbook in Dataverse using this app.
upvoted 24 times
hbtri2009
1 year, 6 months ago
so the answer is 1-1-4 right?
upvoted 3 times
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Raja53kar
1 year, 6 months ago
So the answer is 2,2,4 !
upvoted 5 times
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BrettusMaximus
9 months, 1 week ago
1-2-4 Answer 1: https://docs.microsoft.com/en-us/connectors/office365/ 2: https://docs.microsoft.com/en-us/power-bi/create-reports/service-set-data-alerts 3: https://docs.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-powerapp
upvoted 16 times
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shibax
Highly Voted 1 year, 2 months ago
1,2,4 is corrected answer!
upvoted 14 times
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Icky
Most Recent 10 months, 3 weeks ago
The answer is correct. One, you need the Outlook Connector to send an email. The second one you would use Power BI data alerts because you need to look at the full pipeline data set to trigger the alert.
upvoted 3 times
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LostArc
1 year, 2 months ago
This question was there on 20/Feb/2022.
upvoted 1 times
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giogo
1 year, 2 months ago
2-2-4 as CDDT explained: 1 You can detect on time the sales stage change in Dataverse (Power Automate + Dataverse) and send email to recipients using Team Owner information, sending by Outlook connector 2 You can use PBI Data Alerts: https://docs.microsoft.com/en-us/power-bi/create-reports/service-set-data-alerts and when occur the alert trigger (the alert is triggered on refresh report) a Power Automate that retrieve all Sale force users (O365 users connector) and send on email via O365 Outlook connector: https://docs.microsoft.com/en-us/power-bi/collaborate-share/service-flow-integration In this way users can see the same USD value: both Dataverse than Power BI. 3 You don’t need notification solutions as Data alerts , you don’t need O365 connectors. You need a Power Apps embedded in Power BI and create playbook in Dataverse using this app.
upvoted 2 times
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ShilpaSudhi
1 year, 3 months ago
Option- 1: For notification, we use Office365Outlook connector. Office365Users connector is used to get the users details (like manager, email address, etc.). We cannot use this connector for sending a notification. I think the answer provided for all options are correct to my knowledge.
upvoted 2 times
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MohamedVaga
1 year, 4 months ago
My answer is 2-2-4
upvoted 2 times
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ArezouDynamics
1 year, 5 months ago
The answer is correct!
upvoted 11 times
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fhqhfhqh
1 year, 7 months ago
This question was on the exam.
upvoted 3 times
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NoNameBrand
1 year, 9 months ago
1) Microsoft Automate, Dataverse Connector, Office 365 Users "Office 365 Users Connection provider lets you access user profiles in your organization using your Office 365 account. You can perform various actions such as get your profile, a user's profile, a user's manager or direct reports and also update a user profile." https://docs.microsoft.com/en-us/connectors/office365users/ 2) Automate, Power BI data alert, Office 365 Users "Power BI data alert connector for Microsoft Flow." https://powerbi.microsoft.com/en-us/blog/turn-insight-into-deep-meaningful-action-using-microsoft-flow-and-power-bi/ 3) Automate, Power BI, Power Apps, Dataverse connector By process of elimination. - We don't need Office 365 Users or Office 365 Outlook connector
upvoted 2 times
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hss1
1 year, 9 months ago
I'm very confused with this. Any idea of the correct answers?
upvoted 1 times
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Papcock1
1 year, 11 months ago
I don't get what the 2nd one would gain from having a PBI alert... I'm going with Top/Top/Bottom.
upvoted 2 times
Papcock1
1 year, 11 months ago
I take this back. After further research, the notification comes from the Power BI thing, but I don't get what purpose the given choice's Office 365 connector is doing in the process, not sure what the answer is on the 2nd question.
upvoted 2 times
Power_Ninja
1 year, 10 months ago
Agree with your answer and agree on the Office 365 connector .. not sure what it's adding..
upvoted 1 times
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N8n0z
1 year, 11 months ago
Would think the second one would have the same answer as the first?
upvoted 2 times
ZVV
1 year, 11 months ago
In this case you'll need to calculate pipeline on schedule. With data alerts you can have it near real time. Assuming that Office connector include Outlook, it would work. Check this: https://docs.microsoft.com/en-us/power-bi/collaborate-share/service-flow-integration
upvoted 4 times
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TheLadyB
2 years ago
Same question appers on MB-600 and there for the first question the answer provided is Microsoft Power AUtomate, Microsoft Dataverse connector, and Microsoft Office 365 users
upvoted 2 times
ZVV
1 year, 11 months ago
And now I think it makes sense (to get user's manager)
upvoted 2 times
Fella
1 year, 10 months ago
So are we saying the first answer should be Microsoft Power AUtomate, Microsoft Dataverse connector, and Microsoft Office 365 users?
upvoted 1 times
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