Category: Exams/Certifications

MB-280: Microsoft Dynamics 365 Customer Experience Analyst

It’s been a while since taking a Microsoft certification exam, but with the new MB-280 exam being launched in the last few days, I’ve obviously needed to take a look at it! It felt a little strange, as I’m now used to the certification renewal process (which is why I haven’t taken any exams in a while), but thankfully things went alright with the overall exam.

For those who haven’t been following the news, Microsoft made an announcement a few months back that some exams would be retiring, and the new MB-280 exam would be the replacement for this. In short, this is supposed to replace the MB-210 (Sales), MB-220 (Customer Insights – Journeys) & MB-260 (Customer Insights – Data). Malin Martnes wrote a good blog post in June – I’d suggest to take a look at it at for more general information around it.

Now I’m all up for new certifications being created & made available. However, and I know this could be considered controversial, I have ABSOLUTELY NO IDEA as to why this exam was created in THIS specific way. If an exam had been created, for example, to bring together the two sides of Customer Insights (ie to cover both Data & Journeys in a single exam), I think that would have been quite good.

But with having taken this, my thoughts (& feedback to Microsoft directly) is that they should un-deprecate (if that’s a word/phrase?) the MB-210 exam, and continue it forward. There’s no reason that I can see having Marketing & Sales together in a single exam – it feels like two (or technically 3?) lego bricks lumped together without any rhyme or reason.

The learning path for the exam was also launched in the last few days, and can be found at Study guide for Exam MB-280: Microsoft Dynamics 365 Customer Experience Analyst | Microsoft Learn

The official description of the exam is:

As a candidate for this exam, you’re a Microsoft Dynamics 365 customer experience analyst who has:

  • Participated in or plans to participate in Dynamics 365 Sales implementations.
  • An understanding of an organization’s sales process.
  • An understanding of the seller’s perspective (user experience).
  • The ability to demonstrate Dynamics 365 Customer Insights – Data and Customer Insights – Journeys capabilities.

You’re responsible for configuring, customizing, and expanding the functionality of Dynamics 365 Sales to create business solutions that support, automate, and accelerate the company’s sales process. You use your knowledge of customer experience capabilities in Dynamics 365 Sales and Microsoft Power Platform to inform the following design and implementation tasks:

  • Configure Dynamics 365 Sales standard and premium features.
  • Implement collaboration features.
  • Configure the security model.
  • Perform Dynamics 365 Sales customizations.
  • Extend Dynamics 365 Sales with Microsoft Power Platform.
  • Deploy the Dynamics 365 App for Outlook.

As a candidate, you need:

  • An understanding of the Dataverse security model and features, including business units, security roles, and row ownership and sharing.
  • Experience configuring model-driven apps in Microsoft Power Apps.
  • An understanding of accounts, contacts, and activities.
  • An understanding of leads and opportunities.
  • An understanding of the components of model-driven apps, including forms, views, charts, and dashboards.
  • An understanding of model-driven app personal settings.
  • Experience working with Dataverse solutions.
  • An understanding of Dataverse, including tables, columns, and relationships.
  • Familiarity with Power Automate cloud flow concepts, such as connectors, triggers, and actions.

More can be found at the exam page itself, which is located at Exam MB-280: Microsoft Dynamics 365 Customer Experience Analyst (beta) – Certifications | Microsoft Learn

Now during my exam, I was looking forward to seeing the ‘new’ capability around being able to use Microsoft Learn during the exam (new to me – as I haven’t taken any other exams in the last year or so since it was announced!). However there didn’t seem to be any capability to launch Microsoft Learn – I’m not sure why it wasn’t available, as this isn’t a Fundamental level exam

Questions also used the older terms of references rather than the newer/accepted terms – ie using ‘field’ instead of ‘column’, and ‘entity’ instead of ‘table’. Again, I have no idea why this is – all other exams (including the renewals for them) are using these properly (in my summary below I have ensured I use the correct terms).

So, as I’ve posted before around my exam experiences, it’s not permitted to share any of the exam questions. This is in the rules/acceptance for taking the exam. I’ve therefore put an overview of the sorts of questions that came up during my exam. (Note: exams are composed from question banks, so there could be many things that weren’t included in my exam, but could be included for someone else!). It’s also in beta at the moment, which means that things can obviously change.

I’ve tried to group things as best together as I feel (in my recollection), to make it easier to revise.

  • Sales Apps
    • Configuring forms, columns & tables
    • Configuring security roles & access to records
    • Configuring relationships between records (including deletion properties)
    • Sales Mobile App – security & deployment
    • Forecasting – setting up & configuring
    • Configuring Goals
    • Configuring Opportunities
    • Handling currencies
  • Copilot for Sales
    • Setting up & deploying to users
    • Configuring access
  • Outlook App
    • Deploying & setting up
    • Configuring forms & information
  • Exchange
    • Connecting to mailboxes
    • Configuring folder permissions
    • Configuring multiple domains
  • Product Families & Catalogue
    • Creating & setting up
    • Configuring options
    • Adding items to be used
  • Price Lists
    • Creating & setting up
    • Configuring options, including discounts
    • Using time-restricted price lists
    • Handling currencies
  • Document Management
    • Different document management capabilities
    • Usage of SharePoint in different ways
  • Data Import
    • Usage of Power Query
    • Data manipulation
    • Handling duplicate records
  • SMS
    • Setting up & configuring SMS provider
  • Journeys
    • Different triggers to use based on scenarios & requirements
    • How to trigger journeys
    • How to set up emails to be used within a journey
  • Segments
    • Different types of segments
    • Creating & modifying segments
  • Searching/Filtering
    • Using Advanced Find
    • Setting up/modifying queries to include/exclude records based on conditions
  • Business Process Flows
    • Modifying business process flows
    • Handling conditions within business process flows

As a Sales exam, it seemed alright. But as mentioned above, the Customer Insights questions just seemed strange to me – I’d expect a consultant to be very technically skilled in Customer Insights, but not in Sales (& vice versa), so I’m not understanding bringing these two sides together.

I’m going to be quite interested in seeing how the exam is actually launched (as it’s currently in Beta of course). Having chatted with a few others who have taken the exam (whilst obviously respecting the NDA!), they also can’t really understand the landscape. Personally, I think that if it continues like this, Microsoft is going to hear quite a few complaints around it.

I hope that this is helpful for anyone who’s thinking of taking it – good luck, and please do drop a comment below to let me know how you found it! I’d also be interested in your thoughts/opinions around the direction that Microsoft has taken for this!

PL-500: Microsoft Power Automate RPA Developer

RPA (or Robotic Process Automation) is a capability that Microsoft has been developing for a while within the Power Platform space. Whilst cloud flows can be used to interact with any systems that has an API in place, many organisations have (legacy) systems that have no API, so interacting with them can be challengin. RPA capabilities allow organisations to be able to interact with any system overall, thereby enabling & empowering businesses holistically.

I’ve been aware for a while that there’s been an exam coming out for RPA, though it’s taken a bit of time to land. That’s fine though – I can’t really think of any absolute rush to have it in place. I do think that over time, just as with some of the other certifications, it will become a required for solution or specialisation status.

The official page for it is at https://docs.microsoft.com/en-us/certifications/exams/pl-500. The specification for it is:

Candidates for this exam automate time-consuming and repetitive tasks by using Microsoft Power Automate. They review solution requirements, create process documentation, and design, develop, troubleshoot, and evaluate solutions.

Candidates work with business stakeholders to improve and automate business workflows. They collaborate with administrators to deploy solutions to production environments, and they support solutions.

Additionally, candidates should have experience with JSON, cloud flows and desktop flows, integrating solutions with REST and SOAP services, analyzing data by using Microsoft Excel, VBScript, Visual Basic for Applications (VBA), HTML, JavaScript, one or more programming languages, and the Microsoft Power Platform suite of tools (AI Builder, Power Apps, Dataverse, and Power Virtual Agents).

Now here’s the thing. I occasionally work in the automation space, either on customer projects, or when training users in the technologies. I wouldn’t describe myself as an advanced automation developer (whether cloud or RPA capabilities). I’m most definitely NOWHERE near the level of legends such as Matt Collins-Jones, for example (go check him out if you don’t know about him!).

So I knew that I may be a bit challenged when taking the exam, especially in the more ‘pro dev’ space (aka JSON etc). In fact, I didn’t actually realise that the exam specification included that sort of thing. I know, I should have – it’s aimed at developers overall…shows that I need to brush up on reading things properly!

Also, there’s still quite a bit of a focus on Power Automate cloud flows – it’s not JUST about RPA capabilities.

Now, really nicely, there are already Microsoft Learn pathways available (which have been around for a while, and updated appropriately). This really is a big help, I feel, especially for people who are new’ish to RPA.

Of course, there’s a lovely shiny two star badge awarded when passing the exam, along with the title of ‘Microsoft Certified: Power Automate RPA Developer Associate’:

As with previous exams, I sat it from home (the proctored experience). Learning from previous times that I’ve taken exams, I ensured that my workspace was entirely clear from everything. As a result, the check-in process happened automatically, and I didn’t need to engage with any proctors at all (which was quite nice actually).

As in my previous exam posts, I’m going to stress that it’s not permitted to share any of the exam questions. This is in the rules/acceptance for taking the exam. I’ve therefore put an overview of the sorts of questions that came up during my exam. (Note: exams are composed from question banks, so there could be many things that weren’t included in my exam, but could be included for someone else! ). I’ve tried to group things together as best as possible for the different subject areas.

  • Cloud flows vs RPA flows
    • Capabilities of each
    • When to use each (ie how to handle different scenarios)
    • How to trigger each one
  • Cloud flows
    • Different types of triggers, & when each type should be used
    • Different types of actions, and the capabilities of them (at a high’ish level – expected to know common Microsoft actions, but not need to know all of the hundreds of different ones!)
    • Controls/operators. What they are, how they can be used to accomplish different requirements
    • JSON formatting & syntax
  • Business Process flow vs Business Rules
    • What each is
    • When to use each one
    • Capabilities
  • RPA flows
    • Common actions, how they work, capabilities of them
    • How expression syntax works within them
    • Debugging capabilities, and what to use when
    • How to interact with desktop applications
    • How to interact with websites
      • How data values can be used
      • How data tables can be used
      • How to use data that’s extracted from a website
    • Troubleshooting functionality
  • Usage of automation capabilities from Office 365 applications such as Excel & Visio
  • Loops
    • How they work for cloud & RPA flows
    • Troubleshooting
    • Implementing success/fail criteria
    • Error handling
  • Process Advisor
    • What it is
    • What it does
    • How it can help organisations
    • Limitations
    • What it cannot do
    • Process Mining vs Task Mining, & the important differences between them
  • Variables
    • How to handle variables across different environments
    • How to declare them (cloud flow vs RPA flow)
  • Runtime operations
    • How flows are triggered (async vs sync)
    • How flows are queued (cloud vs RPA)
    • How RPA flows are carried out when using machine groups
  • Artificial Intelligence (AI) capabilities
    • How AI can be used within flows
    • Different AI capability types (what each one can be used for)
    • AI within Power Platform, & AI within Azure Cognitive Services
  • Sharing flows
    • Different ways to share cloud flows
    • Different ways to share RPA flows
  • Application Lifecycle Management (ALM)
    • Solutions (managed vs unmanaged). Capabilities of each, when to use each type
    • AzureDevOps (ADO). What it is, when/how to use it, capabilities
    • Solution imports
    • Solution layers. What these are, troubleshooting functionality
    • Upgrade/Stage for Upgrade/Update. Which each is, what each does, how/when to use each one
    • Moving desktop flows between users
  • Security
    • Security roles needed to create
    • Security roles needed to share/modify
    • Security roles needed to register machine for RPA
    • Security roles needed to register machine groups for RPA
    • Security requirements to run different types of RPA flows (how it interacts with desktop/s)
    • Data Loss Prevention (DLP) – how it affects creation & runtime of flows

Overall, I had 46 questions, with a single case study. I’m used to having at least two case studies, so it was nice to have just one of them this time.

So….it’s a lot of stuff. Definitely targeted much more at the ‘pro-developer’ end of the scale that someone who might occasionally automate things. It’s absolutely necessary to understand coding conventions, ALM, etc.

It’s definitely an exam that if you’re not already currently hands-on with the skills needed, I’d highly recommend you get a decent amount of experience with it before taking the exam! I’d highly recommend ensuring that you have an environment in which you’re able to be hands on with all types of automation (cloud & desktop flows), and really understand how they can be handled with an eye on the enterprise scale!

If you’re aiming to take it – I wish you the very best of luck, and let me know your experience!

Recognition as Microsoft Partner for Business Application Solutions

It’s been a little while since I’ve previously blogged around developing customer solutions and the Microsoft Specialisations. Since I spoke about it last year (Apps & Microsoft Partner Specialisations) the landscape has moved on a little, and I thought that it would be good to take a look again at it.

Currently in the Business Applications space, there’s a single specialisation. This is the ‘Microsoft Low Code Application Development Advanced Specialisation’, which is covered in detail at the Microsoft page for it (Microsoft Low Code Application Development Advanced Specialization).

In essence, this specialisation is aimed at partners who are developing Power Apps (yes, this is specifically aimed at Power Apps), and has been around for a year or so.

In order for Microsoft to track the qualifying metrics against this specialisation, it’s very important to carry out the PAL (Partner Attach Link) process. The details of how to do this is in my earlier post, which includes some of my thoughts at the time around how a partner should best implement the procedure.

Since then, my blog post has gained a good amount of traction, and several Microsoft partners have engaged with me directly to understand this better, and to implement the process into their project playbook. I’m really delighted at having been able to help others understand the process, and the reasoning behind it.

Now that’s all good for a partner who is staying in place at a customer. However there are multiple scenarios that can differ from this. Examples of this are:

  1. Multiple partners developing a single application together
  2. One partner handing over the application to a second partner for further development
  3. One partner implementing a solution, with a second partner providing support

Now, there’s really a single answer to all of the above scenarios, but it’s a matter of how to go about implementing this properly. Let me explain.

Originally, all developers would register PAL, and this would then be tracked through the environment cadence, and associated appropriately to the partner. This would be from the developers having been the creators of the apps.

This has now changed a little bit. Microsoft now recognises the capabilities of PAL using both the Owner of the app, as well as any Co-Owners of the app. This is a little more subtle, so let’s explain this in some detail.

It is possible, of course, to change the owner of an app. More commonly, however, is the practice of adding co-owner/s to an app (I always recommend this as best practice actually, to remove key-person responsibility risks).

Note: Changing the actual owner of an app requires the usage of a PowerShell command

So what happens now is that Microsoft will track the owners/co-owners of any app that’s deployed, and PAL association will flow through this. But there are a couple of caveats which it’s important to be very aware of!

  1. All owners/co-owners must have registered PAL with their user accounts (if using a service principal/service account as an owner, there’s a way of doing this using PowerShell)
  2. Microsoft will recognise the LATEST owner/co-owner association with the app as the partner organisation that will receive PAL recognition

Now if a customer adds co-owners to an app, this shouldn’t be an issue (as none of the users would have registered PAL). But if there are multiple partners in place, ONLY THE LATEST ONE WILL BE RECOGNISED.

Therefore to take the three scenarios above, let’s see how this would apply.

  1. Multiple partners developing a single app. Recognition would not work for all partners involved, just the latest one to associate with the app
  2. Partner 1 handing over app to Partner 2. Recognition would stop for Partner 1, and would then start for Partner 2
  3. Partner 1 implementing solution, Partner 2 providing support. Care would need to be taken that the appropriate partner is associated as owner/co-owner to the app, for PAL recognition.

It’s also important for both partners & customers to understand this, in the wider context of being careful about app ownership, and the recognition that it brings from Microsoft for partners delivering solutions. If a partner would go into a customer, and suddenly start taking ownership of apps that it’s not involved in, I don’t think that Microsoft would be very approving of it.

Now, all of the above is in relation to Power Apps specifically, as I’ve noted. However, the PAL article was updated last week (located at Link a partner ID to your Power Platform and Dynamics Customer Insights accounts with your Azure credentials | Microsoft Docs) and also interestingly talks about:

Note the differences between each item

Reading between the lines here, I think that we’re going to be seeing more advanced specialisations coming out at some point. Either that, or else partner status will be including these as well, as I can’t think of any other reason why PAL would need to be tracked for these as well! I’m also wondering if other capabilities (eg Power Virtual Agents, Power Pages, etc) will be added at some point as well…

Have you had any challenges with the PAL process? Is there anything more you’d like to find out about it? Drop a comment below, and I’ll do my best to respond!

MB-260: Microsoft Customer Data Platform Specialist

It’s been a while since I’ve taken an exam. Admittedly, this is for two reason. Firstly, the renewal process for exams now (as updated last year) is not to take it again, but rather to re-qualify through Microsoft Learn. The second reason is that I’ve been waiting for some new exams to come out (OK – there’s the DA-100, which is still on my list of things to do…).

Well, there’s a new exam on the block. In fact, it’s a different type of exam – this is a ‘Speciality’ exam, rather than focusing on a specific type of application. It’s the first of its kind, though there are likely to be more to follow in the future.

It’s the MB-260, which is all around Customer Data. That’s right – it’s not about how to do sales, or customer service, or something else. It’s about taking the (holistic) approach to ALL of the data that we can hold on customers, and do something with it.

The official page for it is at https://docs.microsoft.com/en-us/learn/certifications/exams/mb-260https://docs.microsoft.com/en-us/learn/certifications/exams/mb-260. The specification for it is:

Candidates for this exam implement solutions that provide insights into customer profiles and that track engagement activities to help improve customer experiences and increase customer retention.

Candidates should have firsthand experience with Dynamics 365 Customer Insights and one or more additional Dynamics 365 apps, Power Query, Microsoft Dataverse, Common Data Model, and Microsoft Power Platform. They should also have direct experience with practices related to privacy, compliance, consent, security, responsible AI, and data retention policy.

Candidates need experience with processes related to KPIs, data retention, validation, visualization, preparation, matching, fragmentation, segmentation, and enhancement. They should have a general understanding of Azure Machine Learning, Azure Synapse Analytics, and Azure Data Factory.

Note that there’s quite a bit of Azure in there – it’s not just about Power Platform, Dataverse, or Dynamics 365. People who handle reporting on customer data should have various Azure skills as well.

There’s also a new type of badge that will be available:

At the time of writing, there are no official Microsoft Learning paths available to use to study. I do expect this to change in the near future, and will update this article when they’re out. However the objectives/sub-objectives are available to view from the main exam page, and I’d highly recommend going ahead & taking a good look at these.

As in my previous exam posts, I’m going to stress that it’s not permitted to share any of the exam questions. This is in the rules/acceptance for taking the exam. I’ve therefore put an overview of the sorts of questions that came up during my exam. (Note: exams are composed from question banks, so there could be many things that weren’t included in my exam, but could be included for someone else! ). I’ve tried to group things together as best as possible for the different subject areas.

Overall, I had 51 questions, which was towards the higher number of questions that I’ve experienced in my exams over the last year or so. There was only a single case study though.

Some of the naming conventions weren’t updated to the latest methods, which I would have expected. I still had a few references to ‘entities’ and ‘fields’ come up, though for the most part ‘tables’ and ‘columns’ were used. I guess it’s a matter of time to get everything up to speed with it.

  • Differences between Audience Insights and Engagement Insights
    • What are the benefits of each
    • When would you use each one
    • What types of users will benefit from each type
    • How to create customer insights
  • Environments
    • Types of environments
    • How to create a new environment
    • What options are available when creating an environment
    • What is possible to copy from an existing environment
  • Relationships
    • Different types of relationships
    • What is each one used for
    • Limitations of different relationship types
  • Business level measures vs customer level measures
    • What each one is, and what they’re used for
  • Power Query
    • How to use
    • How to configure
    • How to load data
  • Data mapping
    • Different types available to use
    • Scenarios each type should be used for
    • Limitations of each type
    • How to set it up
  • Segments
    • What are segments, how are they set up, how are they used
      What are quick segments, how are they set up, how are they used
      What are segment overlaps, how are they set up, how are they used
      What are segment differentiators, how are they set up, how are they used
  • Measures
    • What are measures, how are they set up, how are they used
  • Data refresh
    • Automated vs manual options
    • Limitations of each type
    • Availability of each type
    • How to set up each type
    • How to apply each type
  • Data Unification
    • What is this
    • How it can be used
    • How to set it up
    • Limitations of it
    • Process validation
    • Changing existing models
  • AI for Audience Insights
    • What is this
    • What can it be used for
    • How to use it
    • Factors that can affect outcomes
  • Security
    • Using Azure Key Vault
    • Capabilities of this
    • How to set it up
    • How to use it
  • Dynamics 365
    • Capabilities for interacting with Dynamics 365
    • How to set it up
    • How to display data, and where it can be displayed
    • What actions users are able to carry out within Dynamics 365

Wow. It’s a lot of stuff. It’s definitely an exam that if you’re not already currently hands-on with the skills needed, I’d highly recommend you get a decent amount of experience with it before taking the exam!

I can’t tell you if I’ve passed it or not…YET!. Results aren’t going to be out for several months, and to be honest, I’m not quite sure how well I’ve actually done.

So, if you’re aiming to take it – I wish you the very best of luck, and let me know your experience!

PL-600: Microsoft Power Platform Solution Architect

Well, it’s FINALLY here. And by finally, I guess I’m saying that I’ve been waiting for this for a while? The PL-600 exam is the new ‘Holy Grail’ for Dynamics 365/Power Platform people, being the Solution Architect (3 star) exam. Ten minutes after it went live, I booked to take it, and four hours after it went live I sat it! (I would have taken it sooner, but had to have supper first, get the kids to bed, etc…)

The first solution architect exam that Microsoft has done in this space has been the MB-600 (see my exam experience write-up on it at MB-600 Solution Architect Exam). However with the somewhat recent shift moving towards certifications for the wider Power Platform, it was inevitable that this exam would change as well.

Interestingly enough, the MB-600 now counts towards some of the Microsoft Partner qualifications. I’d expect that when it retires (currently planned for June 2021), the PL-600 will take the place of it in the required certifications to have.

So, how to discuss it? Well, the obvious first start is to link to the official Microsoft page for it, which is at https://docs.microsoft.com/en-us/learn/certifications/power-platform-solution-architect-expert/. According to the specification for it:

Microsoft Power Platform solution architects lead successful implementations and focus on how solutions address the broader business and technical needs of organizations.
A solution architect has functional and technical knowledge of the Power Platform, Dynamics 365 customer engagement apps, related Microsoft cloud solutions, and other third-party technologies. A solution architect applies knowledge and experience throughout an engagement. The solution architect performs proactive and preventative work to increase the value of the customer’s investment and promote organizational health. This role requires the ability to identify opportunities to solve business problems.
Solution architects have experience across functional and technical disciplines of the Power Platform. Solution architects should be able to facilitate design decisions across development, configuration, integration, infrastructure, security, availability, storage, and change management. This role balances a project’s business needs while meeting functional and non-functional requirements.

So not really changed that much from the MB-600, though obviously there’s now an expectation for solutions to bring in other parts of the Power Platform, as well as dip into Azure offerings as well. Pretty much par for the course, in my experience, with how recent projects that I’ve been on have been implemented.

At the time of writing, there are no official Microsoft Learning paths available to use to study. I do expect this to change in the near future, and will update this article when they’re out. However the objectives/sub-objectives are available to view from the main exam page, and I’d highly recommend going ahead & taking a good look at these.

Passing the exam (along with having either the PL-200 Microsoft Power Platform Functional Consultant or PL-400: Microsoft Power Platform Developer Exam qualifications as well) will result in a lovely (new) shiny badge. Oh, we do so love those three stars on it!

As in my previous exam posts, I’m going to stress that it’s not permitted to share any of the exam questions. This is in the rules/acceptance for taking the exam. I’ve therefore put an overview of the sorts of questions that came up during my exam. (Note: exams are composed from question banks, so there could be many things that weren’t included in my exam, but could be included for someone else! ). I’ve tried to group things together as best as possible for the different subject areas.

Overall, I had 47 questions, which is around the usual amount that I’ve experienced in my exams over the last year or so. What was slightly unusual was that instead of two case studies, I got three of them! (note that your own experience may likely vary from mine).

Some of the naming conventions weren’t updated to the latest methods, which I would have expected. I still had a few references to ‘entities’ and ‘fields’ come up, though for the most part ‘tables’ and ‘columns’ were used. I guess it’s a matter of time to get everything up to speed with it.

  • Environments
    • Region locations, handling scenarios with multiple countries
    • Analytics
    • Data migrations
  • Requirement Gathering
    • Functional
    • Non-functional
  • Data structure
    • Tables
      • Types of tables
        • Standard vs custom functionality
        • Virtual tables. What these are, when they would be used, limitations to them
        • Activity types
      • Table relationships & behaviours
      • Types of columns, what each one is suited for
      • Business rules. What they are, how they can be used
      • Business process flows. What they are, how they can be used
  • App types (differences between them, scenarios each one is best suited for
    • Model
    • Canvas
    • Portal
  • Model-driven apps
    • Form controls (standard vs custom)
    • Form layout (standard functionality vs custom functionality)
    • Formatting inputs
    • Restricting inputs
  • Automation
    • Power Automate flows. What they are, how they can be used, restrictions with them
    • Azure Logic Apps. What they are, how they can be used, restrictions with them
    • Power Virtual Agents
  • Communication channels
    • Self service abilities through Power Virtual Agent chatbots. How this works, when you’d use them, limitations that exist
    • Live agent abilities through Omnichannel. How this is implemented, how customers can connect to a live agent (directly, as well as through chatbots)
    • Teams. When this can be used, how other platform abilities can be used through it
  • Integration
    • Integration tools
    • Power Platform systems
    • Azure systems
    • Third party systems
    • Reporting across data held in different systems
    • Dynamics 365 API
  • Reporting
    • Power BI. What it is, how it’s used, how it’s configured, limitations with it, how to share information with other users
    • Interactive Dashboards. What these are, how these are set up and used, limitations to them
  • Troubleshooting
    • Canvas app issues
    • Model driven app issues
    • Data migration
  • Security
    • Data Protection. What is it, where it’s set up, how it’s used across different requirements in the platform
    • Types of users (interactive/non-interactive)
    • Azure Active Directory, and the role/s it can play, different types of AAD authentication
    • Power Platform security roles
    • Power Platform security teams, types
    • Portal security
    • Restricting who can view forms
    • Field level security
    • Hierarchy abilities
    • Auditing abilities and controls
    • Portal security

Wow. It’s a lot of stuff. Not that I’m surprised by that, as essentially it’s the sort of thing that I was expecting (being familiar with the MB-600). I think that on a ‘day to day’ basis, I cover most of these items already, so didn’t have to do a massive amount of revision for items that I wasn’t familiar with.

From my experience in taking it, I’d say that around 30% of the questions seemed to be focused on Dynamics 365, with 70% being focused on Power Platform capabilities. It’s about what I thought it would be when the exam was first announced. Obviously some people are more Dynamics 365 focused, and others are more Power Platform focused, but the aim of the exam (& qualification) is to really understand the breadth of the offerings available.

I can’t tell you if I’ve passed it or not…YET!. Results aren’t going to be out for several months, based on previous experience with Beta exams, but I’ve got a good feeling about this.

So, if you’re aiming to take it – I wish you the very best of luck, and let me know your experience!

MB-910: Microsoft Dynamics 365 Fundamentals Customer Engagement Apps

So here’s the thing. There used to be the MB-900 exam, which was the Microsoft Dynamics 365 Fundamentals exam. This was aimed at people who had a small knowledge of Dynamics 365, and it was really the base/entry-level exam into the qualifications for it.

However, Dynamics 365 is actually comprised of two ‘parts’. There’s the ‘front office’ part that’s usually referred to as Customer Engagement (well, depending on how Microsoft wish to refer to it as, which can change from time to time!), and there’s the ‘back office’ part, which is the ERP side of things. This is the finance & operations sphere, where those functions take place.

The MB-900 was a slightly strange exam, in my opinion, because it covered both. There were questions around things like Sales, Customer Service, etc, but there were also Supply Chain Management questions as well, for example. Now I’m not saying that people shouldn’t know about both ‘sides’ of the equation, but people usually (for the most part) handle one or the other. It’s generally unusual to find someone knowledgeable about both.

Furthermore, if we take a look at the more in-depth exams in the MB range, we find that there’s a definitive split there. The MB-2xx series cover Customer Engagement, whereas the MB-3xx series covers the ERP side of things. So it’s definitely not the norm to have both sides included in a single exam.

Microsoft came to the realisation around this, and have therefore decided to update the Fundamentals space. In doing this, they’ve split things out. There’s the MB-910 exam (which is what this post is about), and the MB-920 exam, which focuses specifically on the ERP space. A good move, in my opinion..

The MB-910 launched this past weekend, and I took it around a day after it went live. Let’s go take a look at it, and recap my experience with it.

The official description of the exam is:

This exam covers the features and capabilities of Microsoft Dynamics 365 customer engagement apps.

Candidates for this exam should have general knowledge of or relevant working experience in an Information Technology (IT) environment. They should also have a fundamental understanding of customer engagement principles and business operations.

Taking it leads to the qualification for ‘Microsoft Certified: Dynamics 365 Fundamentals Customer Engagement Apps (CRM)’.

The description around the qualification is:

If you’re familiar with business operations, customer relationship management (CRM), and are IT savvy—either generally or through work experience—take advantage of this certification to highlight those skills. Validate your broad exposure to the customer engagement capabilities of Dynamics 365 to enhance your career journey.

People in different roles and at various stages in their careers can benefit from this fundamentals certification. Here are some examples:

IT professionals who want to show a general understanding of the applications they work with

Business stakeholders and others who know Dynamics 365 and who want to validate their skills and experience

Developers who want to highlight their understanding of business operations and CRM

Students, recent graduates, and people changing careers who want to leverage Dynamics 365 customer engagement capabilities to move to the next level

The official page for the exam is at https://docs.microsoft.com/en-us/learn/certifications/exams/mb-910 where it gives quite a good overview of things. Go take a look at it, and also take a look at the associated learning paths.

Once again, I sat the exam through the proctored option (ie from home). This is the way that I now usually take exams (even if I could go to an exam centre, I think that I’d be unlikely to, given the travel/time needed!). Checking in for the exam went without issues (the process definitely seems to be getting smoother each time), and I was ready to go within a few minutes.

As in my previous exam posts, I’m going to stress that it’s not permitted to share any of the exam questions. This is in the rules/acceptance for taking the exam. I’ve therefore put an overview of the sorts of questions that came up during my exam. (Note: exams are composed from question banks, so there could be many things that weren’t included in my exam, but could be included for someone else! ). I’ve tried to group things together as best as possible for the different subject areas.

  • Project Operations
    • Scheduling resources
    • Entering project time/costs
    • Skills
    • Roles
    • Different types of project costings
  • Customer Service
    • SLA’s, what they are, which ones to use
    • Omnichannel, including capabilities and channel functions/availabilities
    • Power Virtual Agents
  • Sales
    • Lead processes, deactivating & reactivating
    • Opportunity processes
    • LinkedIn Sales Navigator. How it interacts, which capabilities it has within it, how it works
    • Quotes. How they work, what’s required to handle them, document generation
  • Marketing
    • Website forms
    • Automation around responses
    • A/B testing
    • Event management
  • Field Service
    • Work orders
    • Route optimization
    • Scheduling boards
  • Document options
    • Attachments that users can access within the system, as well as outside of Dynamics 365
    • File collaboration tools, and integration with them
  • Timelines & activities
  • System currencies, default options, additional currencies, and updating them
  • Understanding different types of tables, and when you’d use each one
  • Reporting capabilities
    • How data is able to be reported on
    • Report Builder Wizard
    • Reporting on data held in Dataverse
    • Reports in dashboards
    • Usage of Power BI, including data gateways

I was slightly surprised with the level of detail in some of the areas. I wasn’t, for example, expecting the emphasis on Project Operations and Field Service that came up for me. Some of the level of detail seemed more fitting for an MB-2xx exam than this Fundamentals exam.

In a similar vein, I also wasn’t expecting Power BI and Power Automate so much. Perhaps that’s just my own perspective, though obviously with the Power Platform it would be there. However there is a PL-900 exam, around Power Platform capabilities, that I’d expect those sorts of questions to be in, rather than here in this exam.

Otherwise I think that it was generally on point for what I’d expect to find at this level of exam. The questions have definitely evolved over time, and I found myself giving more consideration to answers than I would have on the previous version.

It’s a good place to start for people who are looking to get qualified around Dynamics 365! If you do decide to take it, please drop a comment below to let me know how it was for you – I’d love to hear about your experience!

AI-900: Microsoft Azure AI Fundamentals

One of my recent decisions has been to explore the Azure space. There are several reasons behind this. CDS, as we (hopefully!) know sits on top of Azure, and it’s useful to know the broader digital estate available on the platform.

I’ve also been looking into some of the Cognitive Services functions that are available within Power Platform. These all live in Azure, and are surfaced into Power Apps etc. It’s therefore good to know what can be done outside of the ‘Power Platform bubble’, and the options there.

Incidentally, a year ago I even built a canvas app that allowed you to take a picture of a motorbike tyre. Using AI Builder functionality, it then analysed if the tyre tread was legal or not! That was a really cool proof of concept.

So a good place to start, I thought, would be with the AI-900. This covers the fundamentals of the AI offerings that are in Azure. I had forgotten though that with fundamental exams, there’s only 60 minutes available! Seeing the timer ticking down from that give me a little surprise, though I managed to get through it (& pass!) in good time.

The official description of the exam is

Candidates for this exam should have foundational knowledge of machine learning (ML) and artificial intelligence (AI) concepts and related Microsoft Azure services.

This exam is an opportunity to demonstrate knowledge of common ML and AI workloads and how to implement them on Azure.

This exam is intended for candidates with both technical and non-technical backgrounds. Data science and software engineering experience are not required; however, some general programming knowledge or experience would be beneficial.

The official page for the exam is at https://docs.microsoft.com/en-us/learn/certifications/exams/ai-900, where it gives quite a good overview of things. Go take a look at it, and also take a look at the associated learning paths.

Once again, I sat the exam through the proctored option (ie from home). Honestly I think that my experience this time has probably been the best so far. I went through the usual system checks for signing in. The proctor came alone, and within 30 seconds they had released the exam!

So, as before, it’s not permitted to share any of the exam questions. This is in the rules/acceptance for taking the exam. I’ve therefore put an overview of the sorts of questions that came up during my exam. (Note: exams are composed from question banks, so there could be many things that weren’t included in my exam, but could be included for someone else!). I’ve tried to group things together as best as possible for the different subject areas.

  • Image recognition types
    • What each one is, what it’s used for
    • When to use for a specific scenario
  • Facial recognition
    • Different types available
    • What each one is, what it’s used for, when to use for a specific scenario
    • Limitations & issues that can occur when using it
  • Text:
    • Different recognition types
    • What each one is, what it’s used for, when to use for a specific scenario
    • Analytics. How this works, how to set up & use
    • Translation. Different options available, how they work, when to use for a specific scenario
    • Sentiment analysis. How it works, limitations, what’s needed to train a model
  • QnA Maker
    • What this does, how to set it up, how to train it
    • Generating material with it
    • Use with chatbots
  • Machine Learning
    • What this actually is, and what it does
    • How it works
    • Different types that are available, how they work, how to train a model
    • Classification options
  • Machine Learning Designer
    • How to use & set up
    • Different types of data/options used within it
    • Training & evaluation models. The steps needed for this, how to set it up correctly
    • Types of modules available
    • Validation sets
  • Chatbots
    • What they are
    • How/where they can be used
    • Limitations
    • Integration with other systems
  • Charts
    • Different charts that are available for use
    • Reading them correctly
    • Model types shown on them
    • Metrics!
  • Microsoft AI Principles
    • The different principles that are published
    • What each one means/refers to

Overall, it was quite good. The Microsoft AI Principles were new to me, and I had to guess at those (I went to look them up afterwards!). Other than that, some bits I breezed through, other parts I took careful stock of.

This is definitely an area that I’m going to continue exploring, and will be writing up further exams that I take in it. I’m curious what your experience of it has been – please drop a comment below to let me know!

PL-200 Microsoft Power Platform Functional Consultant

Well, the last week has been quite busy, on many fronts! One of those is having a few new exams come out in Beta. I’ve already taken the PL-400 (see PL-400: Microsoft Power Platform Developer Exam for my review of it). Last Friday, the new PL-200 exam was released as well, so I scheduled it in for as soon as I could sit it.

Now the PL-200 is scheduled to be replacing the MB-200 exam at the end of this year (2020), assuming it comes out of beta by then of course. I remember sitting my MB-200, though I didn’t write up about it at the time. Compared to some of the other exams I’ve taken, it was hefty. I’ll freely admit that I didn’t pass on first go of it – it took me 3 tries to gain it! People will be required to take this as a pre-requisite for attaining the Microsoft Certified: Power Platform Functional Consultant Associate badge.

So I’ve been expecting this new PL-200 to be quite similar, but with more of a Power Platform focus. It’s still heavy on Dynamics 365, and I wasn’t expecting that part to change. The existing MB-2xx series are also staying in place (for the moment, anyhow).

According to the official description for the exam:

Candidates for this exam perform discovery, capture requirements, engage subject matter experts and stakeholders, translate requirements, and configure Power Platform solutions and apps. They create application enhancements, custom user experiences, system integrations, data conversions, custom process automation, and custom visualizations.

Candidates implement the design provided by and in collaboration with a solution architect and the standards, branding, and artifacts established by User Experience Designers. They design integrations to provide seamless integration with third party applications and services.

Candidates actively collaborate with quality assurance team members to ensure that solutions meet functional and non-functional requirements. They identify, generate, and deliver artifacts for packaging and deployment to DevOps engineers, and provide operations and maintenance training to Power Platform administrators.

The official Microsoft Learn page for the exam is at https://docs.microsoft.com/en-us/learn/certifications/exams/pl-200, and I’d highly recommend people to go check it out. I didn’t use it that much, but felt that I was on reasonable grounds with existing knowledge. It’s mostly there, but (at least in my exam) there were some sneaky extras that I was NOT really expecting. Hopefully I managed to get them (mostly) accurate!

Once again, I sat the exam through the proctored option (ie from home). The experience went without issues for once – sign in was fine, no issues with my headset during check-in, exam loaded & worked without problems at all.

So, as before, it’s not permitted to share any of the exam questions. This is in the rules/acceptance for taking the exam. I’ve therefore put an overview of the sorts of questions that came up during my exam. (Note: exams are composed from question banks, so there could be many things that weren’t included in my exam, but could be included for someone else!). I’ve tried to group things together as best as possible for the different subject areas.

  • Environments
    • Different types of environments, what each one is used for, how to set/switch them between the different types
    • How to handle security/restrict access as necessary
  • Field types. All of the available field types, what are the benefits of each, and when each type should be used
  • Data storage types. Differences between Office documents (eg Excel), CDS, SQL Server, Azure SQL. When to use each one best
  • Charts. How they’re set up, how they can be shared with other users.
  • System views. What these are, who can access them, how to set them up
  • Entity forms. The different types of forms available, how to set them up, limitations of each. When each one should be used for a given scenarios
  • Model apps. Site map. What this is, how it’s used. Implementing/customising it, the different controls available & what each one does
  • Entity editable grids
    • What these are, how they can be used, how to enable & set them up
    • Limitations that they have within the system
  • Entity/record ownership. The different types of ownerships available, benefits of each, when each should be used for a given scenario
  • Data management
    • Data importing from different sources, different methods to import data
    • What is data mapping for import, and how it’s used
  • Duplicate detection. What it is, what it does, how it works. How to implement & configure it
  • Microsoft Word templates. How they can interact with Dynamics 365, how to set them up/adjust them, what they can be used for
  • Canvas Apps
    • Expression/function types, what they are, how they’re used
    • Handling data (eg collections)
    • Offline usage & data storage
    • Controls that can be used, navigating around, loading/saving data.
  • Power Virtual Agent/Chatbots.
    • Setting them up, deploying them onto websites, deploying them into Teams
    • Configuring topics, routing, handling unknown questions
    • Bot model data, including being able to access across multiple chatbots
    • Reporting on their usage, & how customer engagements have been processed
  • Power App portals
    • Registering users, registration code process
    • Validating/confirming user accounts
    • Forms security, displaying/hiding forms & data
  • AI capabilities. AI models available. Pre-built models vs custom training, capabilities (eg text scanning), and when to use each one.
  • Omnichannel
    • What it is, when it’s used
    • How to implement, deploy & configure customers being able to be sent through to it
  • Automation
    • Workflows, Power Automate, Business Process Flows
    • What each one is, benefits/use cases for each one, when to use each for specific scenarios
  • Power Automate
    • What are triggers, & how do they work
    • What are actions, and how do they work
    • What are connectors, and how do they work
    • Prebuilt vs custom connectors, capabilities, and when to use each one
    • How to set up each type & configure them
    • Instant vs Scheduled vs Triggered
    • Security – how to enable/disable their use by users
  • Business Process Flows
    • What they are, how they’re used, limitations that they have
    • How to handle security for them
  • Business rules
    • What they are, how they’re used, how to set up/configure
    • How to use them in different parts of the system (eg forms, apps, etc)
    • Actions vs Conditions vs Recommendations
  • UI Flows (RPA)
    • What these are, how they are used
    • Requirements in order to use them
    • Desktop vs Cloud
    • Implementation, customisation, configuration & deployment
    • Limitations of them
    • Data extraction from runs
  • Security & Compliance
    • Security roles, security teams, security groups
    • What each one is, how it’s used
    • System auditing, what it is, how it’s used, how to implement & configure
    • How to access & run user audit log reports
  • PowerBI. Setting up & sharing dashboards, setting up & configuring alerts, security options/roles & how they work with data
  • Dynamics 365 integrations. What other systems can integrate directly with Dynamics 365, & any limitations that they may have

The main surprise for me was mostly around the UI flows, and the various questions I had on them. I’ve not played around with them (yet!), but they are really cool!

If you’re going to take this, I’d love to hear how your experience of it went. Drop a comment below for me to see!

PL-400: Microsoft Power Platform Developer Exam

I’ve been continuing with taking new exams as they come out. Having recently taken the MB-400 exam (see MB-400 Power Apps & Dynamics 365 Developer Exam), I was slightly surprised to see the announcement that it was going to be replaced!

Admittedly, I was also surprised (in a good way) that I passed the MB-400, not being a developer! It’s been quite amusing to tell people that I’m a certified Microsoft Dynamics Developer. It definitely puts a certain look on their faces, which always cracks me up.

Then again, the general approach seems to be to move all of the ‘traditional’ Dynamics 365 exams to the new Power Platform (PL) format. This includes obviously re-doing the exams to be more Power Platform centric, covering the different parts of the platform than just the ‘first party apps’. It’s going to be interesting to see how this landscape extends & matures over time.

The learning path came out in the summer, and is located at https://docs.microsoft.com/en-us/learn/certifications/exams/pl-400. It’s actually quite good. There’s quite a lot that overlaps with the MB-400 exam material, as well as the information that’s recently been covered by Julian Sharp & Joe Griffin.

The official description of the exam is:

Candidates for this exam design, develop, secure, and troubleshoot Power Platform solutions. Candidates implement components of a solution, including application enhancements, custom user experience, system integrations, data conversions, custom process automation, and custom visualizations.

Candidates must have strong applied knowledge of Power Platform services, including in-depth understanding of capabilities, boundaries, and constraints. Candidates should have a basic understanding of DevOps practices for Power Platform.

Candidates should have development experience that includes Power Platform services, JavaScript, JSON, TypeScript, C#, HTML, .NET, Microsoft Azure, Microsoft 365, RESTful web services, ASP.NET, and Microsoft Power BI.

So the PL-400 was announced on the Wednesday of Ignite this year (at least in my timezone). Waking up to hear of the announcement, I went right ahead to book it! Unfortunately, there seemed to be some issues with the Pearson Vue booking system. It took around 12 hours to be sorted out, & I then managed to get it booked Wednesday evening, to take it Thursday.

So, as before, it’s not permitted to share any of the exam questions. This is in the rules/acceptance for taking the exam. I’ve therefore put an overview of the sorts of questions that came up during my exam. (Note: exams are composed from question banks, so there could be many things that weren’t included in my exam, but could be included for someone else!). It’s also in beta at the moment, which means that things can obviously change.

There were a few glitches during the actual exam. One or two questions with answers that didn’t make sense (eg line 30 does X, but the code sample finished at line 18), and question numbers that seemed to jump back & forth (first time it’s happened to me). I guess that I’ve gotten used to at least ONE glitch happening somewhere, so this was par for the course.

I’ve tried to group things as best together as I feel (in my recollection), to make it easier to revise.

  • Model Apps.
    • Charts. How they work, what drives them, what they need in order to actually work, configuring them
    • Visualisation components for forms. What they are, examples of them, what each one does, when to use each one
    • Custom ribbon buttons. What these are, different tools able to be used to create/set them up, troubleshooting them
    • Entity alternate keys. What these are, when they should be used, how to set them up & configure them
    • Business Process Flows. What these are, how they can be used across different scenarios, limitations of them
    • Business Rules. What these are, how they can be used across different scenarios, limitations of them
  • Canvas apps
    • Different code types, expressions, how to use them & when to use them
    • Network connectivity, & how to handle this correctly within the app for data capture (this was an interesting one, which I’ve actually been looking at for a client project!)
    • Power Apps solution checker. How to run it, how to handle issues identified in it
  • Power Automates
    • Connectors – what these are, how to use them, security around them, querying/returning results in the correct way
    • Triggers. What is a trigger, how do they work, when to use/not use them
    • Actions. What these are, how they can be used, examples of them
    • Conditions. What these are, how to use them, types of conditions/expressions/data
    • Timeouts. How to use them, when to use them, how to configure
  • Power Virtual Agents. How to set them up, how to configure them, how to deploy them, how to connect them to other systems
  • Power App Portals. Different types, how to set them up, how to configure them, how they can work with underlying data & users
  • Solutions
    • Managed, unmanaged, differences between them, how to use each one.
    • Deploying solutions. Different methods that can be used to do it, best practise for each, when to use each one
    • Package Deployer & how to use it correctly
  • Security.
    • All of the different security types within Dynamics 365/Power Platform. Roles/Teams/Environment/Field level. How to set up, configure, use in the right way.
    • Hierarchy security
    • Wider platform security. How to use Azure Active Directory for authentication methods, what to know around this, how to set it up correctly to interact with CDS/Dynamics 365
    • What authentication methods are allowed, when/how they can be used, how to configure them
  • ‘Development type stuff’
    • API’s. The different API’s that can be used, methods that are valid with each one, the Organisation service
    • Discovery URL’s. What these are, which ones are able to be used, how they’d be used/queried
    • Plugins. How to set up, how to register, how to deploy. Steps needed for each
    • Plugin debugging/troubleshooting. Synchronous vs asynchronous
    • Component types. Actions/conditions/expressions/data operations. What these are, when each is used
    • Custom ribbon buttons. What these are, different tools able to be used to create/set them up, troubleshooting them
    • Javascript web resources. How to use these correctly, how to set them up on entities/forms/fields
    • Powerapps Component Framework (PCF). What these are, how to develop them, how to use them in the right way
  • System Design
    • Entity relationship types. What they are, what each one does, how they work, when to use them appropriately. Tools that can be used to display them for system design purposes
    • Storage considerations across different types, including CDS & Azure options
  • Azure items
    • Azure Consumption API. How to monitor, how to handle, how to change/update
    • Azure Event Grid. What it is, the different ways in which it can be used, when each source should be used
  • Dynamics 365 for Finance. Native functionality included in it

The biggest surprise that I had really when thinking back to things was the inclusion of Dynamics 365 for Finance in it. Generally the world is split into ‘front of house’ (being Dynamics 365/Power Platform), and ‘back of house’ (Dynamics 365 for Finance & Supply Chain Management). The two don’t really overlap, though they’re supposed to be coming more together over time. Being that this is going to happen, I guess it’s only natural that exam questions around each other will come up!

Overall it was quite a good exam. Some of the more ‘code-style’ questions were somewhat out of my comfort zone, and I’ll freely admit to guessing some of the answers around them! Time will tell, as they say, to see how I’ve done in it.

I hope that this is helpful for anyone who’s thinking of taking it – good luck, and please do drop a comment below to let me know how you found it!

–

PL-100: Microsoft Power Platform App Maker Exam

As many people are aware, Microsoft is changing the certification landscape somewhat. With the emergence of the Power Platform, there’s a need to test skills other than the traditional Dynamics 365 ones.

To this end, a new series (the PL-XXX) has been created. The first (main) one of these exams is the PL-100, which is the entry level exam.

You can take a look at the exam requirements & learning paths by going to https://docs.microsoft.com/en-us/learn/certifications/exams/pl-100.

Now, when I say ‘entry level’, I’m not referring to basics. This isn’t a Fundamentals exam – for that, you’ll be wanting to take a look at the PL-900 exam (which came out a while ago). To put it into perspective, the PL-200 (which is aimed to launch in September 2020) will replace the MB-200 exam!

So, the exam went live (in Beta) just over a week ago (July 17th). I’ve been waiting for this for a while, as I’ve really been wanting to see how the new exams are structured. Taking it in Beta means I’m going to have to wait (a little while) for my results to come through, but it gives me the opportunity to see the new landscape upfront.

I booked it as soon as it was available, for Wednesday July 22nd. Nicely (as mentioned above), there were already learning paths in place, so I eagerly went through them (again) in preparation. I was feeling pretty much quite prepared, but then….

See, I had signed up to attend the Power Platform Virtual Happy Hour (PPPVHH) on the same day as I had booked the exam for. Incidentally, if you haven’t come across this before, take a look. It’s hosted every month, and has some AMAZING speakers. Clarissa Gillingham presented on the ‘Infinity Form’, and it was a joy to behold. But I’m digressing.

After the event had finished, some of us remained chatting in the virtual room. Amongst them was none other than Chris Huntingford, who we all love and adore!. I mentioned that I had to sign off soon to get ready for the exam. No sooner had I mentioned this than Chris said to me something along the lines of ‘BRO….WATCH OUT!! It’s REALLY HARD!!’.

I might mention here that I have a slight (friendly) rivalry with Chris, in seeing who can take newly released exams first. I had figured that he’d be so busy with everything going on that I’d get this one before he did. Little did I know that he had ALREADY taken it.

Here I was, about to go sit down for the exam, and he got me TOTALLY freaked out. I’m not sure how much of it he did on purpose, but I’m sure that when I get him into a corner, I’ll find out…one day!

Anyhow – I sat the exam, took most of the time available (pretty sure I hit the 2 hour mark), and found it quite good overall. One or two things that seemed to be totally random/in the wrong place, but otherwise it was fine. Definitely much better that the MB-600 (MB-600 Solution Architect Exam), and I felt much more comfortable than I did with the MB-400 (MB-400 Power Apps & Dynamics 365 Developer Exam).

It really is very cleared aimed at app developers (both model & canvas), as well as other Power Platform skills. According to the exam description:

The app maker builds solutions to simplify, automate, and transform tasks and processes for themselves and their team where they have deep expertise in the solution domain. They are skilled in key technical business analyst tasks such as data modeling, basic UX design, requirements analysis, process analysis, etc.

The app maker creates and enforces business processes, structures digital collection of information, improves efficiency of repeatable tasks, and automates business processes.

The app maker uses the maker tools of Power Platform to solve business problems. They may have experience with Visual Basic for Applications, Excel pivot tables, Teams, and other tools. They should have a basic understanding of data models, user interface, and processes. The app maker is aware of the capabilities and limitations of available tools and understands how to apply them.

The app maker is self-directed, and solution focused. They may not have formal IT training but are comfortable using technology to solve business problems with a personal growth mindset. They understand the operational need and have a vision of the desired outcome. They approach problems with phased and iterative strategies.

So, as before, it’s not permitted to share any of the exam questions. This is in the rules/acceptance for taking the exam. I’ve therefore put an overview of the sorts of questions that came up during my exam. (Note: exams are composed from question banks, so there could be many things that weren’t included in my exam, but could be included for someone else!).

  • Canvas App Test Studio. What it does, how to carry out tests in it, how to set up Test Suites, etc
  • Developing Power Automate Flows. Different types of connectors, different types of steps/actions. How to deploy properly between environments using solutions
  • Field Level Security. What it is, what it does, what it can/can’t be used for
  • Canvas Apps:
    • Publishing rights
    • Access rights
    • Versioning
    • Editing vs using
    • Sharing & security
    • Saving changes, & deploying them to users
    • Collections. What they are, what they do, how they work
    • Galleries. What they are, what they can do, how to configure them in different way
    • Navigation around screens. How to set this up, how to pass information from one screen to the next
    • New vs Display vs Edit forms. What each one is, how each one is used
    • Charts. Which ones are available, how they’re configured
    • Using AI features, such as text/data recognition. What’s able to be used, how are they configured, what the benefits of each are
    • Versioning. How to handle this, what the benefits are
    • Accessibility for less-abled users. What options are available to facilitate this, how are they configured
  • Data Security. Different types of security available (roles/teams/access teams/business units) etc. Configuring security roles with different levels of permissions
  • Power BI Security. Showing/hiding information for specific users/teams, and how to configure this
  • Solution publishers. How these are set up, what you can modify after they’ve been set, considerations between default & other solutions
  • Business Logic. Differences between Business Process Flows, Business Rules & Power Automate. What each one can/can’t do, and is best suited for
  • Creating environments. Where to do this, how to do this, what steps are needed
  • Connecting to data sources. Different types of data connections, what each one is suited for
  • Model Apps:
    • Forms & Views. What these are, how to set up & configure them
    • Navigation, Sitemap etc.
  • Business Rules. How they work, what the different levels of scope are, how they affect functionality
  • Automation. Workflows vs Power Automate Flows. The different types (eg On Demand, Instant, Scheduled)
  • Arrays. What they are, what they do, how they work
  • DLP (Data Loss Prevention). How this works, how to set it up, different options available
  • Data field types. What each one is, how each one is used & able to be configured
  • Calculated/Rollup vs Autonumber. What each is, when to use each one

That’s quite a lot of stuff, with an emphasis on canvas app functionality & solutions. It definitely is important to ensure that you’re really on top of these. Thankfully not too much mention of Power BI (at least not in my exam), and for that I’m quite grateful!

I do have to say that in one respect, I found something quite amusing. See, on the same day as I took the exam, Microsoft Ignite was taking place. One of the major announcements was the ‘rename/rebrand’ of CDS to Dateflex (Pro). I therefore kept laughing when questions would refer to CDS again & again! Obviously I’m expecting this to change in the exam (at some point?).

In summary, I think that this is a good start for the new range of exams, and look forward to the other ones in the series coming out!

Have you taken this? What was your experience like? Drop a comment below – I’d love to hear!