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Exam PL-200 topic 1 question 23 discussion

Actual exam question from Microsoft's PL-200
Question #: 23
Topic #: 1
[All PL-200 Questions]

HOTSPOT -
A company's sales staff wants a simplified way to manage their opportunities in Dynamics 365 Sales without adding custom code.
You need to provide a solution for each requirement.
Which solutions should you provide? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:

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Suggested Answer:
Box 1: Add a Kanban control.
The Kanban view allows your sales team to move opportunities from one stage to another by simply dragging them.
Box 2: Add both controls to the My Opportunities view.
✑ Kanban views help salespeople to manage their opportunities and activities effectively. Add the Kanban control to the Opportunity and Activity entity so salespeople can use the Kanban views.
The Kanban control works only on the Opportunity and Activity entities.
✑ If you use unified interface, you can display any record in a calendar view via the calendar control.
- Go to Settings->Customization->Customize the System
- Open the configuration for the entity that you want to use the calendar control (Opportunities in our example)
- Click the View tab
- Click ג€Add Controlג€ and select the calendar control.
- Click the dot for every interface from which you want the calendar control to be available.

Box 3: Use a List view -
opportunities in Dynamics 365 Sales
Reference:
https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave1/dynamics365-sales/work-opportunities-kanban-view https://crmtipoftheday.com/1206/view-any-dynamics-365-record-on-a-calendar/ https://fivep.com.au/how-to-get-visibility-and-report-on-an-opportunities-active-current-sales-stage-without-code-microsoft-dynamics-365/

Comments

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Highly Voted 2 years, 12 months ago
I don't understand why there are so many Dynamics questions when there is no mention of Dynamics in the PL200 'Skills Measured' document..?
upvoted 48 times
Rouki85
2 years, 9 months ago
also one of my frustrations...
upvoted 9 times
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Vico93
2 years, 10 months ago
Because this exam used to be called MB-200 (Exam MB-200: Microsoft Power Platform + Dynamics 365 Core) and changed to PL-200 without Dynamics but the administrators didn't make care to remove the questions
upvoted 14 times
RazielLycas
2 years, 3 months ago
Vico93 meant the administrators of examtopics or in the real exam?
upvoted 3 times
HARRISONP04
2 years ago
the real exam, dynamics questions still appear
upvoted 6 times
ewertowskip
4 months, 2 weeks ago
There is no path for D365 devs, because D365 is a part of the Power Platform stack. It is a model-driven app in the end.
upvoted 1 times
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IuliaMihaela
Highly Voted 3 years, 4 months ago
Chart should be correct for last question as list view cannot show aggregates
upvoted 38 times
imbaster
3 years, 4 months ago
i agree
upvoted 3 times
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AliceVO
3 years, 1 month ago
However the requirement says "...in a standard view"a and charts are added to forms so to be strict it does not satisfy the requirement
upvoted 3 times
Nyanne
2 years, 5 months ago
THe joys of MS exams.. Sometimes the technicalities matter, sometimes not..
upvoted 4 times
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MrEz
Most Recent 11 months, 4 weeks ago
list entity is Display name: Marketing list. 'List view' the view of the marketing list? most probably they meant to say the view (userquery). most probably chart because by stage. but if you have more than 5000 opportunites this doesn't work :-(. Kanban, maybe it is standard. Kanban or Chart. i go for chart.
upvoted 1 times
MrEz
11 months, 4 weeks ago
simplified. chart is simpler than kanban (some users you need to explain what kanban is because they have never ever heard of it). kanban is not supported in the mobile app --> not simple?! number by stage does not the view itself.
upvoted 1 times
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marcelina50
1 year, 8 months ago
Last one should be Kanban. Because it gives you a count of the records and can be configured to sort by stage
upvoted 3 times
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HaiderLyger
1 year, 8 months ago
1) Correct 2) You can't add two controls to a single view, just checked. The correct answer should be "Add one control to MY Opportunity and a custom view" 3) Charts is correct
upvoted 10 times
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anshhuln
1 year, 10 months ago
On Exam, March 2023 Selected 1) Kanban 2) My Opportunities 3) Chart Pane
upvoted 2 times
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IvanaDomijanic
2 years ago
On exam 13 January 2023.
upvoted 4 times
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aziza85
2 years, 2 months ago
In exam 1 December 2022
upvoted 1 times
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_Nuni
2 years, 3 months ago
I think the given answers are correct: 1. Drag and drop opportunities to change the stage ** This is Add a Kanban Control Reference: https://learn.microsoft.com/en-us/dynamics365-release-plan/2020wave1/dynamics365-sales/work-opportunities-kanban-view 2. Show each salesperson their opportunities in Calendar and Kanban View ** Add both controls to the My Opportunities view Note: You can enable Kanban and Calendar views for any entity Reference: https://ahaapps.com/kanban-and-calendar-view-for-activities-in-dynamics-365-crm/ 3. Show each salesperson the number of open opportunities by stage in a standard view ** This can be done through a list view Note: The wording 'simplified' and 'standard' seem important here for deciding between a list view and a chart pane. With a view, you'll be able to see all open opportunities and sort by stage
upvoted 2 times
_Nuni
2 years, 3 months ago
Though chart might make more sense here since it's asking for a number to be visible adding the total number of open opportunities by stage. My selections: 1, 2, 4 Add a Kanban control, Add both controls to My Opportunities View, Use the Chart pane on the view
upvoted 1 times
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Sujadocs
2 years, 5 months ago
This question was NOT part of the exam in Aug 2022
upvoted 3 times
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BrettusMaximus
2 years, 6 months ago
Based on all discussion threads I have gone with a: Kanban control - (Does it well) b: Add one control to My Opportunities and a custom view (only one control) (only one control per view when directly added) c: List view (can sort by stage - does not allow chart or Kanban)
upvoted 3 times
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Isjosh
2 years, 7 months ago
I would recommend the answer is: Add a Kanban control Add both controls to the My Opportunities view List view Chart are view based so the view would be logical
upvoted 1 times
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Druey
2 years, 7 months ago
I believe that in the third question Kanaban and Chart Pane are both valid. Could anyone explain to me if I am wrong. I have tried and I am able to see the number of the opportunities in a specific stage at the top of each Kanaban column (a column for each stage). So why is Kanaban wrong?
upvoted 1 times
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ManuB
2 years, 7 months ago
Add Both Controls to My Opportunities view won't work, I have tried it, you can only add one control per view, so a second custom view needs to be defined from a copy of My Opportunities view to add the calendar.
upvoted 4 times
petertwilliams
2 years, 7 months ago
I don't think you are correct. You can add multiple controls to a view. I think the answer is: Add a Kanban control Add both controls to the My Opportunities view Either List view or Chart. This one I'm not sure on. But the standard Kanban view does include aggregations. For each view, you can select with experienced is utilized (e.g. web, phone or table). When using the application, the user has the ability to switch which control is used by using the "Show As" button on the toolbar. In essence, you can have two controls on a singular view.
upvoted 1 times
Yhassim
2 years, 7 months ago
You can add multiple controls to all vies from the entity settings but you can only add one control if you going to a specific view. in this case i think that it should be My opportunities and a custom view
upvoted 2 times
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ManuB
2 years, 7 months ago
a: Kanban control b: Add one control to My Opportunities and a custom view (only one control) c: Kanban will do the job easily and chart pane is also an option (you need to setup a chart by Opportunity, aggregation count all and add an horizontal axis on pipeline phase). I would say also Kanban that provides exactly the wanted result
upvoted 5 times
ManuB
2 years, 7 months ago
I revise my answer for C, as it is mentioned standard view, the chart pane would be a better answer (even if the Kanban could be easily added to a standard view, that would results a customized view and not standard anymore, well this ambiguous)
upvoted 2 times
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Libanias
2 years, 8 months ago
In exam 29/05/2022
upvoted 2 times
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jkaur
2 years, 11 months ago
Add a Kanban control, Add both controls to the My Opportunities view, Use the chart pane.
upvoted 3 times
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