AB-410 Dataverse Foundations Practice Test 2 — 15 Questions

Question 1

You are designing a Dataverse data model for a customer support application. The support manager wants each case to be linked to a single customer account, and when viewing a case record, they want to see the account's primary contact and phone number directly on the case form without navigating away. Which Dataverse feature should you use to achieve this?

Choose an answer to begin — your selection is scored in the full session.

Accepted Answer

Create a quick view form on the Case form that displays Account details.. The requirement is to display read-only information from a related account directly on the case form. A quick view form is designed exactly for this purpose: it shows fields from a related table within the context of the current record. Other options either create relationships without displaying the needed data or use mechanisms that do not automatically surface related fields on the form.

Answer

Create a 1:N relationship from Account to Case and add a subgrid on the Case form.

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Create a calculated column on the Case table that pulls the account's phone number.

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Create a lookup column on the Case table that references the Account table.

Question 2

You are building a model-driven app for a sales team. The app uses a custom table called 'Opportunity' that has a many-to-one relationship with the 'Account' table. When viewing an Opportunity record, users need to see the name of the related Account. Which type of column should you add to the Opportunity table to display the Account name?

Accepted Answer

Lookup. To display a related record's field, you must establish a relationship between the tables. A Lookup column does this and automatically shows the primary name of the related record. Other column types do not create relationships and cannot dynamically fetch related data.

Answer

Calculated

Answer

Text

Answer

Choice

Question 3

You need to add a column to the Account table that stores a monetary value with a maximum of four decimal places. The column must be available in all forms and views. Which Dataverse column data type should you use?

Accepted Answer

Currency. The Currency data type is purpose-built for monetary values in Dataverse, offering configurable precision up to four decimal places and currency-aware formatting. It also supports multi-currency scenarios. The other numeric types lack the monetary context and formatting, making them unsuitable for a currency field. Thus, Currency is the correct answer.

Answer

Floating Point

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Decimal

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Money

Question 4

A sales manager wants a new column on the Account table that automatically calculates a discount percentage based on the Annual Revenue column. The value should be recalculated whenever the revenue changes. Which type of column should you create?

Accepted Answer

Calculated column. The requirement is for an automatic, read-only value derived from another column in the same record. Calculated columns are designed exactly for this: they evaluate a formula on the server whenever dependent columns change. Rollup columns aggregate related rows, formula columns are more limited, and currency columns only store monetary amounts.

Answer

Currency column

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Rollup column

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Formula column

Question 5

You are configuring a Dataverse table for a project management app. You need to track the total number of tasks associated with each project. Each task is a record in a related 'Task' table and has a status column indicating whether it is complete. You want the 'Project' table to display the count of all tasks and also the count of completed tasks. Which column type should you use to achieve this?

Accepted Answer

Two Rollup columns. To count related records, you need a Rollup column. Since the requirement is for two distinct counts (total tasks and completed tasks), you must create two Rollup columns. Calculated columns cannot aggregate across relationships, so they are not suitable.

Answer

Two Calculated columns

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Calculated

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Rollup

Question 6

You are a Dataverse administrator. A custom table named Project has a column named Budget of type Currency. You need to ensure that when a user enters a budget amount, it is automatically formatted with the organization's base currency and that the value is stored in the base currency. Which configuration should you apply?

Accepted Answer

Set the column's data type to Currency and set the Currency property to the base currency.. The Currency data type in Dataverse is designed to store monetary values with currency information. When you set the Currency property to the base currency, the column stores values in that currency and displays them with the appropriate symbol. This ensures consistency and correct formatting without additional logic. Other options either do not enforce storage in the base currency or do not provide the necessary formatting.

Answer

Use a business rule to set the Budget column to the base currency on save.

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Create a calculated column that multiplies the Budget by the exchange rate.

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Set the column's data type to Decimal and add a format mask for currency.

Question 7

You are configuring a Dataverse table and need to define column properties. Which two properties can be set for a column in Dataverse? (Choose two.)

Accepted Answer

Default value. Required level and Default value are both standard properties that can be configured for many column types in Dataverse. They control data validation and default data entry, respectively. These properties are essential for designing robust tables and are accessible in the column definition.

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Maximum length for all column types

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Formula for calculated columns

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Audit history retention period

Question 8

You are building a model-driven app for a real estate agency. The app includes a custom table named Property. You need to ensure that when a user creates a new Property record, the 'Listing Date' column automatically defaults to the current date and time. You also need to ensure that this default is applied only when the record is created, not when it is updated. What should you do?

Accepted Answer

Create a Power Automate cloud flow that triggers on record creation and sets the Listing Date column to the current date and time.. The requirement is to set a dynamic default value only on record creation. A Power Automate cloud flow triggered on record creation can set the column to the current date and time using an expression. This ensures the value is set once and not recalculated on updates. Other options either do not support dynamic values or are not applicable to custom columns.

Answer

Configure the Listing Date column to use the 'Date Created' behavior.

Answer

Set the default value of the Listing Date column to 'Now' in the column properties.

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Create a business rule that sets the Listing Date column to the current date and time on record creation.

Question 9

A developer is designing a Dataverse table for a customer support system. They need to track interactions with customers, including emails, phone calls, and meetings. They want to use built-in activity tables to leverage existing functionality. Which two activity tables are available out-of-the-box in Dataverse? (Choose two.)

Accepted Answer

Phone Call. Dataverse includes several out-of-the-box activity tables, such as Email, Phone Call, Appointment, Task, Fax, Letter, and others. However, Task and Note are not considered activity tables; Task is a work item, and Note is an annotation. Email and Phone Call are both standard activity tables that can be used to track customer interactions, making them the correct choices.

Answer

Appointment

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Task

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Note

Question 10

A sales team uses a model-driven app with a custom 'Project' table. The team wants to automatically create a related 'Task' record whenever a new Project is created. They need the logic to run immediately after the Project record is saved to Dataverse. What should they use?

Accepted Answer

Power Automate cloud flow with a Dataverse trigger. A Power Automate cloud flow with a Dataverse trigger is designed to respond to record creation events after the record is committed. It runs asynchronously, so it does not block the save operation, and it can easily create related records in other tables. This matches the need to automatically create a Task when a Project is created.

Answer

Business rule on the Project table

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JavaScript web resource on the Project form's OnSave event

Answer

Dataverse plug-in registered on the Create message of the Project table

Question 11

You are designing a Dataverse data model for a customer support application. The support manager wants each case to be linked to a single customer account, and when viewing a case record, they want to see the account's primary contact and phone number directly on the case form without navigating away. Which Dataverse feature should you use to achieve this?

Choose an answer to begin — your selection is scored in the full session.

Accepted Answer

Create a custom table named CaseProduct that includes lookups to Case and Product.. To model a many-to-many relationship with additional attributes, you need a custom intersect table that contains lookups to both related tables and the extra columns. This is often called a manual many-to-many relationship. Native many-to-many relationships do not support extra columns, and one-to-many relationships cannot represent the required cardinality. Therefore, creating a custom intersect table with the necessary lookups and columns is the correct approach.

Answer

Add a lookup column on the Case table that points to the Product table.

Answer

Create a many-to-many relationship between the Case and Product tables.

Answer

Create a one-to-many relationship from Case to Product.

Question 12

You are creating a new custom table in Dataverse to store product information. You need to ensure that each product has a unique identifier that is automatically generated and cannot be changed by users. Which column should you use for this purpose?

Accepted Answer

The Unique Identifier column.. The Unique Identifier column is a system column that Dataverse automatically creates for every table. It stores a GUID that is unique across the environment and is immutable. This column serves as the primary key and is used in relationships. It requires no configuration and ensures each record has a unique, unchangeable identifier.

Answer

A custom text column with a default value of a GUID.

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The Primary Name column.

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A custom Autonumber column.

Question 13

You are managing a Dataverse environment and need to ensure that when a new record is created in the 'Project' table, a related 'Task' record is automatically created and assigned to the project owner. Which feature should you use to implement this business logic?

Accepted Answer

Power Automate cloud flow. Power Automate cloud flows are the recommended tool for creating related records automatically when a new record is created. They provide a no-code/low-code way to trigger on Dataverse events and perform actions across tables. Business Rules and Workflows have limitations, and Plug-ins require custom development.

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Business Rule

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Workflow

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Plug-in

Question 14

You are configuring a Dataverse table to track projects. You need to ensure that when a project record is created, a related task record is automatically created. You also need to ensure that when a project is deleted, all related tasks are also deleted. Which two features should you use? (Choose two.)

Accepted Answer

Workflow. To automatically create a related task upon project creation, a workflow triggered on create is appropriate. For automatic deletion of related tasks when a project is deleted, configuring relationship behavior with cascading delete is necessary. These two features together fulfill both requirements. Other options do not provide the needed automation for creation and cascade deletion.

Answer

Calculated column

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Rollup field

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Business rule

Question 15

A sales manager wants to ensure that when a user creates a new Account record, the 'Credit Limit' column cannot be left empty and must be a positive number. The manager asks you to enforce this at the data platform level so that it applies regardless of whether the record is created from a model-driven app, a canvas app, or the Web API. What should you configure?

Accepted Answer

Set the 'Credit Limit' column as Required and set its minimum value to 0 using column properties.. The correct approach is to configure the column as Required and set a minimum value of 0 in the column properties. This enforces validation at the Dataverse platform level, ensuring consistency across all clients and integration scenarios. Business rules, plug-ins, and JavaScript are either client-side or require custom code and may not provide the same level of enforcement.

Answer

Add a JavaScript web resource to the Account main form that validates the field on save.

Answer

Write a plug-in registered on the Create message of the Account table that throws an InvalidPluginExecutionException if the value is invalid.

Answer

Create a business rule that checks if 'Credit Limit' is empty or less than 0 and shows an error message.