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PL-100 · Question #151

Case Study 4 - VanArsdel, Ltd Background VanArsdel, Ltd. is a growing landscaping company. In addition to providing regular maintenance for the properties of its clients, the company also offers…

The correct answer is B. Update the security role assigned to the app to include missing permissions on the custom table. If an app's users are encountering permission errors when interacting with a custom table, the appropriate action is to update the security role assigned to the app to ensure it includes the necessary permissions for that custom table.

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Case Study 4 - VanArsdel, Ltd Background VanArsdel, Ltd. is a growing landscaping company. In addition to providing regular maintenance for the properties of its clients, the company also offers manufacturing and installation of concrete landscaping blocks and edging. Employees are divided into three areas: - Salespeople who primarily work remotely. - Office staff who are responsible for administrative tasks like accounting and estimating. - Service staff who take part in landscaping projects or the manufacturing process. Current Environment VanArsdel, Ltd. uses Dynamics 365 Sales to manage accounts, contacts, and leads. The company estimates landscaping and concrete jobs by using Microsoft Excel spreadsheets. The spreadsheets contain calculations for labour and materials costs. Current estimation process 1. Salespeople go onsite to visit potential clients and initiate estimates by using a paper form to capture details of the work needed. 2. When salespeople return home at the end of the day, they add any needed notes and drawings to the forms of the clients they visited. When the forms are complete, the salespeople email the forms to a designated member of the office staff. 3. An office staff member enters the information into an Excel spreadsheet. 4. The office manager assigns the jobs to one of two office staff responsible for creating estimates. 5. The estimators work through the jobs from the oldest job to the newest. 6. If an estimate is greater than $50,000, it must be reviewed by the office manager before work can begin. 7. After a job is estimated and approved, it is sent to the service staff to implement. Requirements VanArsdel, Ltd. plans to continue its processes by using Microsoft Power Platform tools to allow users to work more efficiently. - Office workers and the office manager must be able to do the following: o Use a model-driven app. o Use email as their primary method of communication. o Be contacted automatically when they have been assigned an estimate to complete or review. - Salespeople must be able to do the following on their mobile device and while offline: o Calculate the cost of concrete. o Record notes and area measurements to calculate material costs. o Capture multiple pictures and drawings. - Both salespeople and office workers must be able to calculate the cost of the concrete portion of a job by using the same tool. - All data must be stored in Microsoft Dataverse. o Quotes must be used to create estimates. o A new column must be added to track approval status. o A custom table must be used to store data collected by salespeople. o A Microsoft Power Automate flow must be used to convert the data captured by the salespeople into a quote. o Area measurements must be converted to the quantity of units required to cover the area. The unit conversion must round up for quote lines. o Quotes must only display lines that have values greater than 0. - Customizations must be done by using out-of-the-box tools. Issues - Salespeople are unable to save data to the custom table. - The Power Automate flow that creates quotes returns an error when a math function is used for measurements that contain no value. You need to ensure that the salespeople can save measurements. What should you do?

Options

  • AUpdate the security role assigned to the app to include missing permissions on the quote table.
  • BUpdate the security role assigned to the app to include missing permissions on the custom table.
  • CPublish the app with a new version number.

How the community answered

(31 responses)
  • A
    10% (3)
  • B
    84% (26)
  • C
    6% (2)

Why each option

If an app's users are encountering permission errors when interacting with a custom table, the appropriate action is to update the security role assigned to the app to ensure it includes the necessary permissions for that custom table.

AUpdate the security role assigned to the app to include missing permissions on the quote table.

Updating permissions on the 'quote' table would address issues with standard Dynamics 365 quotes, not specifically issues related to a custom table.

BUpdate the security role assigned to the app to include missing permissions on the custom table.Correct

When users of an app, particularly a model-driven app, encounter permission issues with a custom table, the problem lies with their assigned security roles. Updating the security role to grant the necessary read, write, or other privileges on the specific custom table will resolve these access errors.

CPublish the app with a new version number.

Publishing the app with a new version number typically deploys changes to the app's design or logic, but it does not inherently modify security roles or permissions.

Concept tested: Dataverse security roles and table permissions

Source: https://learn.microsoft.com/en-us/power-platform/admin/database-security

Topics

#Security Roles#Dataverse Permissions#Custom Tables#Model-driven Apps

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