Common Properties of Power Platform Word and Excel Templates | PL-200 Exam Preparation

Common Properties of Power Platform Word and Excel Templates

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Question

You use Power Platform Word and Excel templates.

Please select the common properties of both template types.

Answers

Explanations

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A. B. C. D.

Correct Answers: B and D

Power Platform provides Word and Excel templates for generating formatted documents populated with the data from the Dataverse tables.

Users can download a template for Excel or Word with some pre-populated data, modify the template in Excel or Word, and upload it back to the system for personal or organizational use.

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Word template can select one record only from any Dataverse table and 1:N, N:1, or N:N relational records for the final document (Number 2).

+ NEW UPLOAD TEMPLATE » Available Templates View v 0 - 0 of 0 (0 selected) of FLOW + [% CUSTOMIZE ENTITY 1:N Relationship Entity Name Activity Alert Subscri... Invite Redem... Portal Comm... Note Appointment System Job Connection Cannpction Select Entity sunt Schema Name + oO Account_ActivityPointers account_adx_alertsubscri account_adx_inviteredem account_adx_portalcomm Account_Annotation Account_Appointments Account_AsyncOperations account_connections1 1 - 35 of 35 (0 selected) N:1 Relationship Entity Name Business Unit External Party Evtnenal Darks 1 - 16 of 16 (0 selected) SYSTEM VIEWS Schema Name ++ 3) account_parent_account account_primary_contact business_unit_accounts Ik_accountbase_createdby Ik_accountbase_createdonb Ik_accountbase_modifiedby Ik_accountbase_modifiedon! Ik_externalparty_account_cr le ridoealeiakie anette ‘This feature has requirements and considerations you need to understand to successfully create a template. Before you proceed, see Using Word templates in Dynamics 365. N:N Relationship | Entity Name Schema Name * (.) Web Rale adx_webrole_account Website adx_website_sponsor 1 - 2 of 2 (0 selected) Download Template Search for records

Option C is incorrect because both template types cannot be added to the Dataverse solution.

For more information about Power Platform Word and Excel templates, please visit the below URLs:

Sure, I'd be happy to provide a detailed explanation!

Power Platform Word and Excel templates are used to generate documents and spreadsheets that contain data from a Dataverse table. The common properties of both template types are as follows:

A. Both template types can use a Dataverse table view for the final document's data: This means that you can create a view of a Dataverse table and use it as the data source for a Word or Excel template. When the template is generated, it will use the data from the view to populate the document or spreadsheet.

B. Both template types can present data from any Dataverse table: This means that you can choose any Dataverse table to use as the data source for a Word or Excel template. You can then select the specific columns of data that you want to include in the template.

C. Both template types can be added to the solution: This means that you can add a Word or Excel template to a Power Platform solution, which allows you to package and distribute the template as part of a larger solution.

D. Both template types can be restricted to the security roles: This means that you can control access to a Word or Excel template based on the security roles of the users in your organization. You can restrict access to the template to only those users who have the appropriate security roles.

In summary, the common properties of both Power Platform Word and Excel templates are that they can use a Dataverse table view for the final document's data, present data from any Dataverse table, can be added to the solution, and can be restricted to the security roles.

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