Getting PL-200 Certification Made Easy!

A VP of sales requires a test environment to demonstrate to potential clients the security policies that are included in their initial offering.

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.

Note: One of the security best practices in Dynamics 365 is to use the base security role as a baseline and apply that role to all Users. The base security role will include all the common/basic permissions that are required to have access to the system.

To set up the base security role for the first time

• create a new empty security role.
• add the minimum privileges required to access the system.
• add the privileges required for the basic functionalities.
• test the role with the test user account.
• add the permissions to the entities that all users can access (e.g. reference data).

Box 1: Deploy a patch with the changes made from the current solution.

Scenario:

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.

Box 2: Deploy a full copy of the original solution using the upgrade option. Then, deploy the new solution by using the update option.

Scenario: 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.

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.

Note:

Upgrade This is the default option and upgrades your solution to the latest version and rolls up all previous patches in one step. Any components associated to the previous solution version that are not in the newer solution version will be deleted. This is the recommended option as it will ensure that your resulting configuration state is consistent with the importing solution including removal of components that are no longer part of the solution.

Update This option replaces your solution with this version. Components that are not in the newer solution won't be deleted and will remain in the system. This option is not recommended as your destination environment will differ in configuration from your source environment and could cause issues that are difficult to reproduce and diagnose.

Box 1: Apply to each

You can use the Apply to each action to process a list of items periodically.

Box 2: Do until

The Do Until control in Power Automate is a loop that repeatedly forces an action until a certain condition becomes true.

Box 1: Set Table table to Qualification and Column filter to statuscode.

Box 2: Loop through related qualification records and complete if all are in Complete status.

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.