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Basic Flashcards

1
Q

What are the four key products in Microsoft Power Platform?

A
  • Power Apps
  • Power Automate
  • Power BI
  • Power Virtual Agents
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2
Q

What are Power Apps?

A

Rapid low code development environment for building custom apps (web and mobile for all devices). It has services, connectors, and a scalable data service and app platform to allow simple integration and interaction with existing data.

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3
Q

What is Power Automate?

A

Create automated workflows between applications and services. Helps automate repetitive processes such as communication, data collection and decision approvals.

Power Automate allows for the creation of enterprise-grade process automation

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4
Q

What is Power BI?

A

Is a business analytics service that delivers insights for analyzing data. It can share those insights through data visualizations which make up reports and dashboards to enable fast, informed decisions.

A Power BI dashboard could potentially replace a standing meeting to report out on company metrics.

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5
Q

What are Power Virtual Agents?

A

Enables anyone to create powerful chatbots using a guided, no-code graphical interface. Power Virtual Agents is part of Microsoft Power Platform, therefore integration into existing systems is streamlined with out-of-the-box integration with Power Automate and its ecosystems of hundreds of connectors. Users can enable chatbots to perform an action by simply calling a Power Automate flow.

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6
Q

What are the cross cutting features of Microsoft Power Platform?

A
  • AI Builder
  • Microsoft Dataverse
  • Connectors
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7
Q

What is AI builder in Power Platform?

A

Lets users and developers add AI capabilities to the workflows and Power Apps they create.

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8
Q

What is Dataverse in Power Platform?

A

A scalable data service and app platform which lets users securely store and manage data from multiple sources and integrate that data in applications. Dataverse is the common currency that enables the components of Power Platform to work together.

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9
Q

What are connectors in Power Platform?

A

Enable connections between apps, data and devices in the cloud. Bridge across which information and commands travel.

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10
Q

Which “new” factors impact business that are relevant for Power Platform?

A
  1. Changing workforce expectations: organizations need to be able to deliver more custom, streamlined, and collaborative digital experiences in order to fit in with younger employees.
  2. Increased cost for custom application development: high cost for IT work and maintaince.
  3. Need to become more agile: business strategies and needs change rapidly and we need to test and adapt quickly.
  4. Need to scale development efficiently: lack of IT employees means we need hybrid development teams in order to empower and grow.
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11
Q

What is fusion development?

A

Collaborative approach to creating solutions:
1. Citizen dev with knowledgde of the problem builds a prototype of the application using Power Apps.
2. Developers fill in the gaps that go beyond the technician’s ability. Such as developing the APIs necessary for commands and dashboards to work.
3. Gather feedback
4. Iterate

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12
Q

How do Power Platform solutions typically improve organisations?

A

Improve one or more value drivers:
- Performance improvement
- Direct or indirect cost savings
- Risk mitigation
- Business transformation

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13
Q

What are the two types of data sources in the context of connectors?

A

Tabular data: returns data in a structured table format. Power Apps can directly read and display these tables. If the data source supports it, Power Apps can create, edit and delete data from these data sources. Examples: Dataverse, SharePoint and SQL server.

Function-based data: uses functions to interact with the data source. These functions can be used to return a table of data but offer more extensive actions such as the ability to send an email, update permissions, or create a calendar event.

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14
Q

What is the difference between standard and premium connectors?

A

Connectors are divided into standard and premium. Some popular standard connectors are SharePoint, Outlook, and YouTube.
Premium connectors require additional licensing for your app and/or users.
A few premium connectors are SQL Server, Survey Monkey, and Mail Chimp.

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15
Q

Can Power Apps be used inside other Microsoft 365 Apps?

A

All Microsoft Power Platform business solutions can be used and implemented into Microsoft 365 apps such as Teams. This allows users to play Power Apps within Teams or run Power Automate from actions and events within Teams.

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16
Q

What are Triggers?

A

Are only used in Power Automate and prompt a flow to begin. Triggers can be time based, such as a flow which begins every day at 8:00 am, or they could be based off of an action like creating a new row in a table or receiving an email.
You will always need a trigger to tell your workflow when to run.

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17
Q

What are Actions?

A

Are used in Power Automate and Power Apps. Actions are prompted by the user or a trigger and allow interaction with your data source by some function.

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18
Q

What is the difference between actions and triggers?

A

Triggers start a workflow, can be triggered by an action. An action allows interaction with a data source or for example send an email.

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19
Q

What are custom connectors?

A

We have the option to build custom connectors. This will allow you to extend your app by calling a publicly available API, or a custom API you are hosting in a cloud provider, such as Azure.

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20
Q

Why is it important to consider data compliance in Power Apps?

A

The organization’s data is likely one of the most important assets you are responsible for safeguarding as an administrator.

Users generally have good intentions, but they can easily overlook the potential for exposure from data leakage to services and audiences that should not have access to the data.

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21
Q

What are data loss prevention (DLP) policies?

A

Policies that can act as guardrails to help prevent users from unintentionally exposing organizational data.

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22
Q

At which scopes can DLPs be defined?

A

DLP policies can be scoped at the environment level or tenant level, offering flexibility to craft sensible policies that strike the right balance between protection and productivity. For tenant-level policies, you can define the scope to be all environments, selected environments, or all environments except ones you specifically exclude.

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23
Q

How are connectors classified?

A

Connectors can be classified as either business or non-business. Connectors that host business-use data should be classified as business and connectors that host personal-use data should be classified as non-business.

Any connectors that you want to restrict usage of across one or more environments should be classified as Blocked

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24
Q

Where can connector classifications be changed?

A

When a new policy is created, all connectors are defaulted to the Non-Business group. From there they can be moved to Business or Blocked based on your preference. You can manage connectors when you create or modify the properties of a DLP policy from the Microsoft Power Platform admin center

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25
Q

Which roles can create a DLP policy?

A

To create a DLP policy, you need to be a tenant admin or have the Environment Admin role.

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26
Q

How to Power Platform respect data protection?

A

Data in transit between user devices and the microsoft datacenters are secured. Connections established between customers and microsoft datacenters are encrypted, and all public endpoints are secured using industry-standard TLS. API access from the customer endpoint to the server is also protected.

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27
Q

What is a general frame of mind for transforming businesses with power platform?

A

Consider abusiness and what processes take up valuable time and are a burden to customers or employees. How can we leverage Microsoft Power Platform to improve them?

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28
Q

What three key actions on data is enabled by power platform?

A
  1. Gain insights from data (Analyze)
  2. Drive intelligent business processes via apps (Act)
  3. Automate business processes (Automate)
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29
Q

What is Microsoft Dataverse?

A

It is a cloud-based, low-code data service and app platform. It allows us to leverage the security and connectivity of Microsoft services. Dataverse connects easily to all aspects of Power Platform.

With standard tables, columns and easy ways to define relationships between tables, dataverse was built fro powerful and scalable solutions.

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30
Q

How is Microsoft Dataverse delpoyed?

A

Dataverse is avilable globally, but deployed geographically to comply with potential data residency. It is not designed for stand-alone use on your servers.

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31
Q

What is Dataverse desinged purpose?

A

To be the central data repository for business data. It powers many Microsoft Dynamics 365 solutions.

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32
Q

What are the five central categories of features offered by Dataverse?

A
  • Security: handles authentication with Azure Active Directory to allow for conditional access and multi-factor authentication. It supports authorization down to the row and column level and provides rich auditing capabilities.
  • Logic: allows us to apply business logic at the data level. These rules could be related to duplicate detection, business rules, workflows etc.
  • Data: offers you the control to shape your data, allowing you to discover, model, validate, and report on your data.
  • Storage: stores your physical data in the Azure cloud. This cloud-based storage removes the burden of worrying about where your data lives or how it scales.
  • Integration: connects in different ways to support your business needs. APIs, webhooks, eventing, and data exports give you flexibility to get data in and out.
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33
Q

What is Dataverse underneath?

A

A Dataverse database is a single instance of Microsoft Dataverse which stores data in a set of standard and custom data structures called tables. A table is a logical set of rows that is used to store data.

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34
Q

Can we share business solutions in Power Platform?

A

Microsoft Dataverse will start with the same set of tables to store data, but you can always extend and customize a Microsoft Dataverse database to meet specific business needs. This means that we can share business solutions that reference standard tables in Microsoft Dataverse across your organization or with any other organization by using it anywhere in the world.

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35
Q

Is Dataverse scalable?

A

Yes. It supports large data sets and complex data models. ables can hold millions of items, and you can extend the storage in each instance of a Microsoft Dataverse database to four (4) terabytes per instance.

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36
Q

Is Dataverse intended to be a platform for long running or batch processing?

A

No. Dataverse supports transactional multi-user applications, where quick response to user demand is the priority.

37
Q

What is the Common Data Model?

A

Common Data Model is a logical design that includes a set of open-sourced, standardized, extensible data tables and relationships that Microsoft and its partners have published in an industry-wide initiative called the Open Data Initiative. This collection of predefined tables, columns, semantic metadata, and relationships form the basis of the Common Data Model.

38
Q

What are the benefits of using the Common Data Model?

A

The structure of a Microsoft Dataverse database is based upon the definitions and schema in the Common Data Model. The key benefit of using Common Data Model as the basis of a Microsoft Dataverse database is simplified integration of any solutions that use a Common Data Model schema, because the standard tables of the solution are the same. You will also be able to take advantage of a rich ecosystem of solutions that vendors have built from using Common Data Model. Best of all, there is practically no limit to how far you can extend a Microsoft Dataverse database.

39
Q

What are the three types of Tables in Dataverse?

A
  1. Standard: Several standard tables, also known as out-of-box tables, are included with a Dataverse environment. Account, business unit, contact, task, and user tables are examples of standard tables in Dataverse. Any user with appropriate privileges can customize these tables where the table property has customizable set to true.
  2. Managed: Tables that aren’t customizable and have been imported into the environment as part of a managed solution.
  3. Custom: Custom tables are unmanaged tables that are either imported from an unmanaged solution or are new tables created directly in the Dataverse environment. Any user with appropriate privileges can fully customize these tables.
40
Q

Should we use custom or standard tables?

A

Always use standard tables and columns when possible. You can rename a table if that makes the table more understandable in the context of your solution. Always review the list of standard tables and make sure a standard table will meet your needs before you create a new table.

41
Q

What are environments in Power Platform?

A

Environments are used to store, manage and share organisation data, apps, and flows. Each environment allows you to provision one Microsoft Dataverse database for use within that environment. Microsoft Dataverse environments allow you to manage user access, security settings, and the storage that is associated with that database.

42
Q

How is access handled in an environment?

A

Each environment is created under a Microsoft Azure Active Directory (Azure AD) tenant, and its resources can only be accessed by users within that tenant. An environment is also bound to a geographic location, like the United States. When you create a Microsoft Dataverse database in an environment, that database is created within datacenters in that geographic location.

43
Q

What are business rules in Dataverse?

A

Business rules allow you to apply and maintain business logic at the data layer instead of the app layer. Put more simply, if you create business rules in Microsoft Dataverse, they are in effect regardless of where you interact with the data.

Business rules give you a powerful way to enforce rules, set values, or validate data regardless of the form that is used to input data. Additionally, business rules are effective in helping to increase the accuracy of data, simplify application development, and streamline the forms presented to end users.

44
Q

What are some examples of business rules that model-driven apps can use?

A

Set column values, clear column values, validate data and show error messages.

We can also use business rules to:
- Show or hide columns
- Enable or disable columns
- Create business recommendations based on business intgelligence

45
Q

What options do we have for administration of dataverse?

A

Microsoft Dataverse has a rich set of administrative options that you can use to create new instances of a database or tailor access and features that are available for users of each Dataverse database instance.

Most of the administration settings that you will need are available in the Microsoft Power Platform admin center.

46
Q

What are the central categories of settings for dataverse?

A
  • Environments: lists all instances of dataverse
  • Data policies: lets us set up policies to restrict which data connectors can bed used with dataverse to limit what data can flow into or out of dataverse tables.
  • Data integration: lets us create or add pre-defined connections and monitor these connections bewteen dataverse and other data stores like Salesforce or SQL server.
47
Q

What are the use cases for Power Apps?

A

We can use Power Apps to build simple solutions like vehicle inspection forms and status reports or complex business solutions for purchasing processes and inventory management. If you can envision an app to solve a business problem, then you can use your existing skills to build it.

Power Apps also offers advanced functionality and the ability for seasoned developers to design complex applications.

48
Q

What are some common data sources for Power Apps?

A

Dataverse, SharePoint, Dynamics 365, SQL Server and Azure SQL, Office 365.

Power Apps easily supports multiple data connections allowing you to bring data together from many platforms into a single app.

49
Q

What are the types of Power Apps we can create?

A

Canvas: a great option when you want to build an app from a blank canvas. Interact with data in your app by adding data sources. Drag and drop various controls and add the desired functionality. Allows one to build pixel-perfect design.
Model-driven: build from data in Microsoft Dataverse. Fully functional app to act upon and interact with this data. Model-driven app are responsive.
Portal: bring the power of no-code solutions to building externally facing websites. Through the Power Apps interface, you can build an anonymous or authenticated website that allows users to interact with data held in Dataverse.

50
Q

What are the four types of AI models available in Power Apps?

A
  • Prediction: predicts whether something will happen or not based on previous data history.
  • Form processor: extracts text from an image like the business card reader.
  • Object detector: identifies objects from an uploaded image or taken photo and then provides a count of the number of objects present.
  • Text classification: categorizes text by its meaning, making it is easier to analyze.
51
Q

What are the most common elements we need to know for Power Apps?

A
  • Power apps studio: web interface we use to build the app. Everything is done from the browser.
  • App format: the first sted is to choose the format of the app (mobile or tablet). Once we choose the format we cannot change it.
  • Galleries: used to display rows from a table of data. The display of a row is then defined by a template which we can customize. Power Apps then apply this template to every row in our data.
  • Forms: forms are focused on working with a specific record. Forms allow us to view, edit and save new records. The various actions performed with forms are controlled by form modes allowing the form to serve many purposes.
  • Input controls: Power Apps has a large selection of input controls. We can add input controls to galleries, form and screens to build functional experiences.
  • Intelligent controls: there are also more advanced controls that are hardware-backed controls such as GPS and camera based controls (bar code scanner etc.)
  • Functions: are the glue that binds all controls and data sources together. Functions are composed of formulas that are similar to the ones used in excel.
52
Q

How does the basic Power Apps creator journey look?

A
  1. Identify a business need that could be filled by power apps
  2. connect to any necessary data in your power app
  3. design the app
  4. save, publish and test
  5. share the app with end users
53
Q

What are the default screen of a generated app from data?

A
  • Browse screen:
  • Details screen:
  • Edit/create screen:
54
Q

What are controls in Power Apps?

A

A control is a UI element that produces an action or shows information.
Common controls include.
- Galleries
- Forms
- Media
- Charts

55
Q

What are some common functions in Power Apps?

A
  • Filter: filter rows of data
  • Match: checks if a value follows a given pattern
  • Disstinct: returns unique values from a list
  • Math functions:
56
Q

What is Model-driven apps design?

A

A components-focused approach to app development. It does not require code, much of the layout is determined for you and largely designated by the components we add to the app.

57
Q

What are the design phases of model-driven apps?

A
  1. Model our business data: determine the data the apps needs and how the data relate to other data. Modelled as meta data and structures the data stored in Dataverse.
  2. Define our business processes:
  3. Build the app
58
Q

What are the building blocks of model-driven apps?

A

Data: determine what data the app will be based upon.
User Interface: determine how users will interact with the app and which designer is used to create and edit components.
Logic: determine what business processes, rules and automtion the app will have.
Visualization: determine what type of data and reporting the app will show

59
Q

What is inlcuded in the data building block for model-driven apps?

A

Table, Column, Relationships and Choice (predefined options for a column)

60
Q

What is included in the user interface building block for model-driven apps?

A

App:components, properties, client type, url etc.
Site map: navigation
Form: data entry columns, how users will see and interact with the data
View: defines how rows are displayed

61
Q

What is included in the logic building block for model-driven apps?

A

Business process flow: walk users through a standard business process. Used to handle something the same way for all or to require something.
Workflow: automate business processes without a user interface. Designers use workflows to initiate automation.
Actions: process that lets us manually invoke behaviors directly from a workflow.
Business rule: apply rules or recommendation logic to a form to set field requirements, hide or show fields, validate data, and more
Flows: Power Automate is a cloud-based service that lets you create automated workflows between apps and services to get notifications, sync files, collect data, and more.

62
Q

What is included in the visualization building block for model-driven apps?

A

Chart: graphical visualizations that can appear in a view or a form or that can be added to a dashboard.
Dashboard: show one or more graphical visualizations in one place that provide an overview of actionable business data.
Embedded Power BI: adds embedded Power BI tiles and dashboards to your app

63
Q

What are the three page types available to model-driven apps?

A

Table based form and view: displays records of a table in a full-page list view
Dashboard: displays charts and tables from multiple entities to visualize data
Custom: allows you to design and build the type of page we want by dragging interactive componenets into the canvas.

64
Q

What are the three page types available to model-driven apps?

A

Table based form and view: displays records of a table in a full-page list view
Dashboard: displays charts and tables from multiple entities to visualize data
Custom: allows you to design and build the type of page we want by dragging interactive componenets into the canvas.

65
Q

What are some important questions to ask when we begin the data modeling for a model-driven app?

A
  1. What type of data will our solution be storing and or collecting
  2. How will the data relate or coincide with the other data we are working with

A large part of the model-driven app is based on how our data is modeled.

66
Q

What happens if we need to change the data type of a column?

A

We need to delete it and recreate it, thereby loosing data.

67
Q

How do we incorperate business logic into a model-driven app?

A
  1. Business rules on columns: conditions for when a field is required, setting a default value, or even showing or hiding a field based on criteria.
  2. Business process flows: workflows can provide visuals on next steps based on the status of the data and facilitate other actions that you want to occur as the user uses the app.
68
Q

What is a security role i model-driven apps?

A

A security role includes privileges that define a set of actions that can be performed in the app. All app users must be assigned to one or more predefined or custom security roles.

The Power Apps environment includes predefined security roles. These roles reflect common user tasks, and the access levels that are defined follow the security best practice of providing access to the minimum amount of business data that is required to use the app.

69
Q

What are the predefined security roles avilable with a Power Apps environment?

A
  • Environment maker:
  • System administrator:
  • System customizer:
  • Microsoft dataverse user:
  • Delegate:
70
Q

What are some common scenarios and capabilities of Power Automate?

A
  • Automating repetitive tasks like moving data from one system to another
  • Guiding a user through a process so they can complete the different stages
  • Connecting to external data sources via one of the hundreds of connectors or directly via an API
  • Automating desktop based and website processes with robotic process automation (RPA) capabilities.
71
Q

What are the three types of flows we can create with Power Automate?

A
  1. Cloud flows: these are flows we build with a trigger and then one or more actions.
  2. Business process flows: these flows are built to augment the experience when using model-driven apps and dataverse.
  3. Desktop flows: these robotic process automation (RPA) flows allow us to record urself performing actions on our desktop or within a web browser.
72
Q

How can we manage security for Power Automate?

A

From the Microsoft Power Platform admin center you have full access to Power Automate tenant wide. You have the ability to create and manage environments, implement Data Loss Prevention policies, work with Data integrations, manage user licenses, and quotas.

Power Automate also offers a full set of PowerShell cmdlets. These cmdlets allow you deeper controls and to work better in large-scale scenarios. Using the cmdlets for auditing gives you more control and insight on Power Automate’s usage throughout your tenant.

There are built in flow actions for managing both Power Automate and Power Apps.

73
Q

How many parts does a flow in Power Automate have?

A

Two. A trigger and one or more actions. A trigger is the start of the flow. Actions are what we want to happen when a trigger is invoked.

74
Q

What are the different types of triggers available?

A
  • When something changes: run when data is changed fx new item is created.
  • On a schedule: flow triggered on a certain time of a day and with a recurrence fx every morning check if there are any account renewals.
  • On a button press: this gives us, the users or a different power app control to run a flow on demand.
75
Q

What is Microsoft Power BI?

A

It is a collection of software services, apps, and connectors that work together to turn our unrelated sources of data into coherent and interactive insights.

76
Q

What are the major building blocks of Power BI?

A

Datasets, reports and dashboards. They are all organized into workspaces and they are created on capacities.

77
Q

What are capacities in Power BI?

A

Concept representing a set of resources used to host and deliver our Power BI content. Capacities are either shared or dedicated. A shared capacity is shared with other customers while a dedicated is fully committed to a single customer. By default workspaces are created on a shared capacity.

78
Q

What are workspaces in Power BI?

A

They are containers for dashboards, reports, datasets and dataflows. There are two types of workspaces:
- My workspace: personal for a customer to work with their own content
- Workspaces: used to collaborate and share content with colleagues
Workspaces are also the place where we create, publish and manage apps for the organisation.

79
Q

Why is it important to establish standarized datasets?

A

They are one source of truth and BI is a collaborative activity. Discovering and reusing standardized datasets is key. And the organisation has consistent data for making decisions.

80
Q

Which roles can edit a report in a Power BI workspace?

A

Admin, member and contributor.

81
Q

Why do we create dashboards in Power BI?

A
  • At a glance see all the information needed to make a decision
  • To monitor the most-important information about the business
  • To ensure all colleagues are on the same page, viewing and using the same information
  • To monitor the health of a business or product or business unit or marketing campaign
  • To create a personalized view of a larger dashboard and show all the metrics that matter to them
82
Q

How is security handled in Power BI?

A

Users sign in with their credentials held in Azure Active Directory and control the level of sharing for every report, data or dashboard determining whether recipients can edit or only view items.

But users are responsible for the data they share. If a user connects to data sources using their credentials, they can share a report (or dashboard, or dataset) based on that data.

83
Q

What are Power Virtual Agents?

A

Adaptable AI chatbots. They can solve common customer and internal-facing issues automatically, freeing up staff to focus on complex requests and high-value interactions. It can integrate with the products and services using prebuilt connectors or by using power automate or from scenarios created with Microsoft Bot Framework.

84
Q

What can we do with Virtual Agents?

A
  • Empower teams by allowing them to build chatbots themselves without coding og AI expertise.
  • Reduce costs by automating common inquiries and freeing human agent time to deal with more complex issues.
  • Improve customer satisfaction by allowing customers to self-help and resolve issues quickly.
85
Q

What are Topics in Vitual Agents?

A

When we create chatbots we author and edit topics. Topics are conversation paths that allow for users to have a conversation that feels natural.

A topic has trigger phrases these are phrases, keywords and questions that a user is liekly to type that is related to a specific issue and conversation nodes these are what we use to define how a chatbot should respond.

86
Q

What are Entities in Virtual Agents?

A

A fundamental aspect of natural language understanding is to identify entities in a user dialog. An entity is a information unit that represents a certain type of a real-world subject, like a phone number, zip code, city or the name of a person.

87
Q

Where can Virtual Agents run?

A

We can publish chatbots to engage with customers on multiple platforms or channels. Live websites, mobile apps and messaging platforms like teams and facebook.

88
Q

What can we do with Business Process Flows?

A

With business process flows, you define a set of stages and steps that are then displayed in a control at the top of the form in an App.

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