Module 2: Data Model

Lesson 4: Practice Lab – Creating relationships

Scenario

You are a functional consultant for your organization Contoso. You are assigned to work on a project for your client Fabrikam. You are working on the data model you started in the prior practice. In this practice you will be adding the relationships to what you created in the prior practice. If you haven’t completed that practice you should pause this practice and complete that first.

The following is the data model you are building. At this point all the entities are created and you are ready to create the relationships. Please refer to the file labeled Image[MB-200]_M02L02_Creating_Entities_Fields.png in the Lab Resources to view the entity relationship diagram.

The following relationships need to be created.

  1. Knowledge Assessment to Knowledge Question changing the relationship behavior to be parental.

  2. Knowledge Assessment to Knowledge Test Result changing the relationship behavior to be parental.

  3. User to Knowledge Test Result we don’t need to create because we will assign the user who took the test as the owner of the record. An alternative design could have left owner to track who is working on the record and create another relationship to track who took the assessment. For our purposes we are going to keep it simple and use record owner.

  4. The relationship to Feedback is handled via an entity option you will be doing in a future practice.

Important Note: This lab will provide you with an actual Office 365 tenant and licenses for the Power Platform applications you will be using in this course. You will only be provided with one tenant for the practice labs in this course. The settings and actions you take within this tenant do not roll-back or reset, whereas the virtual machine you are provided with does reset each time you close the lab session. Please be aware that Office 365 is evolving all the time. The instructions in this document may be different from what you experience in your actual Office 365 tenant. It is also possible to experience a delay of several minutes before the virtual machine has network connectivity to begin the labs.

Exercise 1 - Acquire Tenant Information and Connect

Note: If you have already completed a practice recently, the virtual machine might pick up where you left off and you will not need to login again.  In that case you can skip ahead to exercise two and resume.

Task 1 – Connect to the Power Platform administration portal

  1. On Virtual machine MB200-Dynamics_Lab, sign in as Admin with the password Pa55w.rd if you are not already logged in.

  2. Outside the VM in the online lab interface click Files and choose D365 Credentials. This will allocate an Office 365 tenant for you to use in these labs.  It will display the admin email and password for your tenant.  You should copy this information to notepad or similar for your reference.

  3. In MB200-Dynamics_Lab launch Microsoft Edge from the taskbar. By default, the browser opens Office 365. Use the O365 credentials you just acquired in the previous step to login.

  4. Navigate in the browser to the Power platform admin portal at [https://admin.Powerplatform.microsoft.com].

Exercise 2 – Create the Knowledge Assessment Relationships

In this exercise, you will be creating the relationships for Knowledge Assessment entity.

Task 1 – Knowledge Assessment to Knowledge Question Relationship

In this task, you will create a One-to-Many relationship between the Knowledge Assessment and Knowledge Question entities.

  1. Navigate to https://make.powerapps.com and make sure you are in the Practice environment.

  2. Select Solutions and open the Common Data Service Default Solution.

  3. Click to open the Knowledge Assessment entity.

  4. Select the Relationship tab.

  5. Click Add Relationship and select One-to-Many.

  6. Select Knowledge Question for Related Entity and click Done.

  7. Click Save Entity. It is a good idea to save your changes as you make them.

Task 2 – Knowledge Assessment to Knowledge Test Result Relationship

In this task, you will create a One-to-Many relationship between the Knowledge Assessment and Knowledge Test Result entities.

  1. Make sure you have the Relationship tab selected.

  2. Click Add Relationship and select One-to-Many.

  3. Select Knowledge Test Result for Related Entity and click General.

  4. The relationship names must be unique. Change the Relationship Name to KnowledgeAssessment_KnowledgeResult.

  5. Click Done.

  6. Click Save Entity.

  7. From the navigation menu, click Common Data Services Default Solution.

  8. Click Publish All Customizations.

Exercise 3 – Adjust relationship behaviors

In this exercise, you will be changing the relationship behaviors to be parental. You will be performing this change in the classic Solution Explorer.

Task 1 – Change the relationship behavior

  1. Make sure you still have the Common Data Services Default Solution open.

  2. Click on the ellipses located next to Publish All Customizations and select Switch to Classic.

  3. Expand Entities.

  4. Expand the Knowledge Assessment entity.

  5. Select 1:N Relationships.

  6. Double click to open the relationship with the Knowledge Question Related Entity.

  7. Scroll down to the Relationship Behavior section and locate the Type of Behavior field.

  8. Select Parental for Type of Behavior.

  9. Click Save and Close.

  10. Open the relationship with the Knowledge Test Result related entity.

  11. Change the Type of Behavior to Parental.

  12. Click Save and Close.

  13. Click Publish All Customizations.

  14. Close the solution explorer.