Main Deck Flashcards
(235 cards)
1
Q
List all solution components
A
Schema components: including entities, fields and relationships.
Templates: including email templates, contract templates, KB article templates
Processes / Code components: including workflows, dialogs, business process flows, business rules, actions, plug-in assemblies, web resources etc.
User Interface components: including forms, view charts, dashboards, site map and ribbons.
Analytics
Other components, such as security roles, field security profiles, connection, SLAs, Apps etc.
2
Q
Are publishers a requirement for solutions?
A
yes
3
Q
What is a property of a publisher prefix?
A
No more than 8 characters
4
Q
Creating a solution makes a _______ publisher by ______
A
default, default
5
Q
Is versioning required in a solution?
A
Yes
6
Q
Valid version number? 1.2.3.443
A
Yes
7
Q
Format of version number
A
major.minor.build.revision
8
Q
Which of the following is read-only after creating a solution: Display Name Name Publisher Version
A
Name field
9
Q
What are the three types of solutions?
A
- System Solution
- Unmanaged Solution
- Managed Solution
10
Q
Define System Solution
A
- System solution is the default application behavior
- components are customizable
11
Q
Define Unmanaged Solution & give characteristics
A
- Will always be the default solution
- Used for development stage
- can be changed
- cannot be removed
- Deleting unmanaged solution does not delete assets
- Can be exported to managed solutions
- importing always overwrites
12
Q
Define Managed Solution & give characteristics
A
- cannot be changed directly
- cannot be exported
- when deleted all components are removed
- installed on top of system solution
- importing have option to maintain or overwrite any
unmanaged changes
13
Q
Define patch managed
A
- updates and fixes that are pushed to managed/unmanaged solutions
- only created from parent solution
14
Q
Importing a solution will:
A
- update components
- add new components not in the system
- fail if dependents are missing
15
Q
What clients can D365 run on?
A
- web client
- outlook client
- phone and tablet client
- custom client
16
Q
Describe some reasons of creating own solution:
A
- work smaller set of components
- organize components
- export solution file will be smaller
17
Q
What are three types of entities:
A
- system entities
- custom entities
- Activity entities
18
Q
Define a System entitiy
A
- oob
- cannot be deleted
- cannot be locked down by a managed solution
19
Q
Define a Custom entity
A
- created by system customizer
- fully customized
- can be deleted
20
Q
Define an Activity entity
A
- logs interactions with other entities (phone call/email)
- all activites same some common field (activity pointer)
- can create custom activities
- share common set of security privilege
21
Q
Entity assets consist of:
A
- Form
- Views
- Charts
- Fields
- Keys
- Relationships
- Messages
- Hierarchy Settings
- Dashboards
22
Q
Give two types of entity Ownership:
A
- User/Team
- Organization
23
Q
Can entity ownership type be changed after being set?
A
- NO
24
Q
Does organization entity ownership show have owner field?
A
- NO
25
Does User/Team entity ownership show owner field?
- YES
26
How many access levels do organization entity ownership have based on security role privileges?
- Two access levels
27
How many access levels do user/team entity ownership have based on security role privileges?
- Five access levels
28
Once you save an entity, what are 3 properties that are read-only?
- Name
- Ownership
- Define as an activity entity
- display in activity menus
29
One enabled on the entity property, the following cannot be disabled:
```
B____ P ____ F
F_____k
N____s
A_____s
C-______s
Send______l
Q___es
```
```
Business process flows
Feedback
Notes
Activities
Connections
Sending email
Queues
```
30
Can you delete an entity if there are dependencies on it?
- NO
31
What is a field?
- a control form for user
32
Each field is denoted by a ____ in the SQL database
- column
33
Give three field types
- Simple
- Calculated
- Rollup
34
What is a simple field?
- contains data not based on any formula
- text
- number
- date
35
What is a calculated field?
- contains calculation that uses fields from current/parent entity
36
What is a roll - up field?
- aggregated value computed from records related to a record
37
Which field types can you not have on a calculated field?
- image
- floating point
- lookup
- mulitple lines of text
38
Which field types can you not have on a roll-up field?
- image
- floating point
- lookup multiple lines of text
- single line of text
- option set
- two options
39
What is name on entity?
- name of schema
40
A field requirement has three options:
- Optional
- Business Recommended
- Business Required
41
What is a GUID?
- Globally Unique Identifier
42
How many characters can a single line of text have?
- 4000
43
What are all field data types?
- S___L___T
- O____S
- T___O___
- I______
- W____N___
- F___P__N
- D___N
- C___y
- M____L_O__T
- D____&___T
- L____p
- C______r
```
○ Single line of text
○ Option Set
○ Two Options
○ Image
○ Whole number
○ Floating Point Number
○ Decimal Number
○ Currency
○ Multiple lines of text
○ Date and Time
○ Lookup
○ Customer
```
44
How many roll up fields can 1 entity have?
-10 roll ups per field
45
List all computational functions of a roll-up field:
- Sum
- Count
- Min
- Max
- Avg
46
Do roll-up fields support N:N relationships?
- NO
47
Can you roll-up a roll-up field?
- NO
48
What is an option set in fields?
- pick list with integer value for each option
49
What is option set field mapping?
- option set fields are mapped between entities based on integer values
50
Define Alternate Keys?
- a unique key that a user can read which associates a record
51
By default, is field security enabled for all fields?
- NO, default disabled
| - must enable for use
52
Is field security available for system or custom fields?
- Trick question, BOTH
53
What is 'status' on an entity?
- describes main state of record
| - active and inactive
54
What permission do you have with inactive records?
- read-only permission
55
Can a status field be customized?
- NO
56
What status can a 'case' have?
- active
- resolved
- cancelled
57
What status can a 'Lead' have?
- open
- qualified
- disqualified
58
What status can a 'opportunity' have?
- open
- won
- lost
59
What is a status reasons?
- gives further detail about status
60
Can you customize a status reason?
- YES
61
How many types of entity relationships are there?
3
62
List the entity relationships
- 1:N one to many
- N:1 many to one
- N:N many to many
63
Is there a 1:1 entity relationship?
- NO
64
When creating a manual N:N relationship, what is also automatically created?
- intersection entity
65
What are the types of relationship behavior?
- parental
- referential
- referential restrict delete
- configurable cascading
66
What is a cascading parental relationship behavior?
- if a parent is deleted, then the children are deleted
67
What is a cascading referential relationship behavior?
- only removes link between two entities
| - changes are not cascaded down
68
What is a cascading referential restrict delete relationship behavior?
- cannot delete parent if children exist
69
What is a cascading configurable cascading relationship behavior?
- manual allows you to set the cascading logic
70
(assign, share, unshare) Cascade All Behavior is:
- change applied to all children
71
(assign, share, unshare) Cascade Active Behavior is:
- applied to all active children
72
(assign, share, unshare) Cascade User Owned Behavior is:
- change will be applied to all child records owned by the owner of the parent record
73
(assign, share, unshare) Cascade None Behavior is:
- none of the changes will be cascaded down
74
Can you delete an entity with a lookup field?
- no because of dependency
75
Define hierarchical Data:
- self-referential one to many relationships of the related records
76
Define entity field mapping:
- mapping prepopulates fields from child to parent objects
| - only works when a new record is CREATED directly from the parent
77
When field mapping, should both field data type match?
- YES
78
Can you field mapping to/from a disabled field?
- NO
79
What are connections?
- let users connect records of different entities
80
List some Form Types:
- Main
- Quick Create
- Quick View
81
List the structure of a form:
- Header
- Navigation
- Body
- Footer
- Tabs, Sections, Fields
- Field Explorer
82
Does field explorer in form editor shows used or unused fields?
- only shows unused fields
83
Tabs can have up to how many columns?
- 3
84
Sections can have up to how many columns?
- 4
85
Define sub-grid of a form?
- displays information from other records
86
List some 'special' form components
- Bing Maps
- IFrames
- Timer
- ACI Control
87
What is an Access Team?
- users add other users to grant them access to information
88
When a user is added to an Access Team, they must have _______ level access to all the privileges that the Access Team template has
user
89
What is a Quick create form?
- short version of form for easy record creation
90
What is form order?
- a way for user to receive a specified form based on security roles
91
Define Business Rule
- a rudimentary way of creating actions on entities using client-side logic
92
Actions in a Business rule can be:
```
L__ /___ck (enable/disable) fields
Show _____ messages
Set fields to __ ___lues
Set default ____
Make fields _______
Hide and ___ fields
```
```
Lock / unlock (enable/disable) fields
Show error messages
Set fields to specific values
Set default values
Make fields mandatory
Hide and show fields
```
93
Is nested if/else available in Business rules?
No
94
Define Business Rule Scope:
- can set for single form
- all forms
- entity
95
How many If/else conditions can be put on a business rule?
- 10 if else conditions
96
What is onLoad and onChange regarding trigger rules?
- Code works when a form loads
| - or Code works when a field changes
97
Views are grouped into three categories:
- System Defined
- Public Views
- Personal Views
98
Can a system view be deleted?
- NO
99
Can you add filters to views?
- YES
100
Can you deactivate system views?
- NO
101
What is the maximum number of components on a dashboard?
- 6
102
List items that can be added on a dashboard:
- Charts
- Lists
- Iframes
- Web resources
- Social Insights
103
Can you share dashboards with other teams?
- YES
104
Do security roles apply to dashboards?
- YES
| - users who are shared dashboard views cannot see parts of the view that they do not have access too.
105
What is the interactive service hub?
A unified interface for customer service reps and managers.
| - Allows managed and CSR's to prioritize their work
106
What kind of data concept presentation does the Interactive service hub contain?
- Uses 'stream' concept to present data
107
Can personal ISH dashboards be created?
- NO
108
Does the ISH come with the solution when exporting?
- YES
109
How many types of charts are there?
- 2
110
What are the types of charts?
- Personal Chart
| - System Chart
111
Describe personal chart:
- created by user
- initially only visible to user who created the chart
- can be included in personal dashboards
- not included in solution when exported
112
Describe system chart:
- visible to all users
- OOB
- devs can create new system charts
- included in the solution when exported
113
```
State all chart design types:
B___
C___
P____
F____
A_____
L_____
```
Bar – Shows data in horizontal columns.
Column – Shows data in vertical columns.
Pie – shows data as slices of a pie. Useful for show numerical proportions of data. (Such as % sales by sales territory)
Funnel – Shows values as progressively decreasing proportions amounting to 100 percent in total. (Often used to represent a sales pipeline.)
Area – used to show cumulative totals over time.
Line – Shows individual points on the chart joined by a line, useful when looking for trends over time.
114
Can you share personal charts?
- YES
115
Does an entity have to be enabled to show on mobile?
- YES
116
On mobile, the form layout is translated to a c___ like view. Objects are displayed as p_____s
- card
| - panels
117
How many tabs are forms limited too in tablet form?
- 5 Tabs
118
Are activity Feeds and Yammer supported in D365 for tablets?
- NO
119
Do tablet users see more vs mobile users?
- YES
120
In mobile form, what section of the form is shown on the first panel?
- HEADER
121
Must dashboards be enabled for mobile to be shown?
- YES
122
Can you disable the default 'sales dashboard' from mobile view?
- No, D365 forces atleast one default dashboard to be shown
| - YOU CAN change the default dashboard for mobile
123
```
List user input mobile controls:
C_____
A__ K___
A____C____E
B_____G___
F_____S___
L_____S_____
I_____M_____
R____K______
S_____R____
B_____S____R
```
- Calendar
- Arc Knob
- Auto-complete
- Bullet graph
- Flip switch
- Linear Slider
- Input Mask
- Radial Knob
- Star rating
- Barcode Scanner
124
How do you add mobile controls for mobile view?
- Open form editor
| - Click on control tab and field properties will show
125
What is a Workflow?
- An automated process that is triggered by certain events
126
Describe some uses of a Workflow:
- sending an email when new case is created
| - assign new lead to a sales person
127
Describe Real-time vs Background Workflows
- Real-time workflows run at the moment the event is triggered
- Background workflows run in the background
128
Can workflows be manually fired? What is that kind of workflow called?
- YES
| - On Demand
129
Do workflows need to be associated with entities?
- YES
130
Where is the Workflow feature found?
- Settings
131
What is a wait condition in a workflow?
- allows an event to run after waiting certain amount of time
132
What are dialogs?
- process type that runs real-time delivering a wizard style interface to user
- allows to prompt and capture responses
133
Where are dialogs found?
- Settings
134
Where are Business Process flow found?
- Settings
135
What is a Business Process Flow?
- guides user through a process
| - has multiple stages/steps that match what a user is trying to do
136
What does the flag represent on a Business Process flow stage?
- the current stage user is on
137
Can certain steps be mandatory to prevent user from moving on to next stage?
- YES
138
Can a user move back a stage on a Business Process flow?
- YES
139
Does a Business Process Flow need to be enabled on an entity to use?
- YES
140
Can you turn off Business Process flow once set on an entity?
- NO
141
Can stages in a Business Process flow relate to different entities?
- YES
142
What are stages made up of in a Business Process flow?
- steps related to an entity
143
Is conditional branching available for Business Process flows?
- YES
144
Can you add Workflows into stages for Business Process flows?
- YES
145
What is the MAX no. of Business Process flows an entity can have?
10
146
What is the MAX no. of stages a Business Process flow can have?
30
147
Multi Entity Business Process Flows can contain no more than ____ entites
5
148
If you enable yammer can you disable it?
- No
149
```
What options does the Administration Settings have?:
A_____
A____N____g
S_____S
L____s
P_______Pre______
Y______C______n
M____S____E____C_____n
```
Announcements, manage companywide announcements.
Auto-Numbering to define how cases and other entities should be assigned unique numbers.
System Settings many settings are controlled within the system settings option. (more details later!)
Languages lets you install language packs when working in a multilingual organization.
Privacy Preferences allows the administrator to define if users in the organization can participate in the customer experience improvement program.
Product Updates, sign up for email alerts on product updates.
Yammer Configuration, enable Yammer collaboration in Dynamics 365.
Microsoft Social Engagement Configuration. Connect your installation of Microsoft Dynamics 365 to a Microsoft Social Engagement solution.
150
What can you do in System Settings?
- set default currency
- enable auto save
- Synchronization
- etc
151
```
List entities that allow auto-numbering:
C____
C___s
A_____s
Q____s
O____s
I_____s
C___m__s
C__g___s
K____A____s
```
```
Contracts
Cases
Articles
Quotes
Orders
Invoices
Campaigns
Categories
Knowledge Articles
```
152
What is Business Management Settings?
- relates to business wide settings
| - IE (Goal metrics, queues, Fiscal year)
153
```
List options for Business Management Settings:
F___Y___S
G___M
_B___C
F____E
Q___s
R____G___s
S___T____s
S__r___s
S__t__s
Su____s
C_____S
C_____R
R_____R
A____R___C__A__U____R
```
Fiscal Years Settings – Define fiscal years and periods.
Goal Metrics – Manage goals.
Business Closures – Create list of holidays and other business closures.
Facilities / Equipment – Add facilities and equipment for service scheduling.
Queues – Create and manage queues.
Resource Groups – Resource groups are used in service scheduling.
Sales Territories – Create territories and associate with territory managers
Services – Add new services for scheduling.
Sites – Each organisation can have multiple sites. (Note: Do not confuse sites with business units, that will be covered later when we review the security model.)
Subjects – Subjects are a hierarchy for products, sales literature and articles.
Currencies – Multiple currencies with associated exchange rates are defined in business managements.
Connection Roles – Define roles that can be used when connection records with Dynamics 365 connections feature.
Relationship Roles – Standard relationships between accounts, contacts and opportunities. (Largely redundant! It is recommended you consider using Connections in preference.)
Automatic Record Creation and Update Rules – Record creation and update rules allow you to configure when records are automatically created within CRM. For example, you may wish to automatically create a case when a new email is received onto as particular queue.
154
What is Auditing and where is it found?
- See logs of who has been making changes to the solution
| - Settings ---> System
155
What is global auditing?
- auditing for the organization
156
How many levels can auditing be defined at? List them:
- System
- Entity
- Field Level
157
Can the activity entity be audited?
- NO, but the individual activity can (phone call, appointment etc)
158
List things auditing does not support:
- for read operations
- metadata changes
- text blobs, notes and attachments
159
What is document management option?
- allows you to configure SharePoint and OneDrive for Business Integration
160
What is SharePoint integration?
- supports storing/managing of documents in SharePoint libraries
- SharePoint libraries is connected to D365 for easy search functionality
161
Does one need a D365 licences to view documents in SharePoint coming from D365?
- No, as long as you have SharePoint access
162
Does SharePoint replace notes in D365?
- No
163
Define: Client-Side vs Server-Side SharePoint Integration
- Client-Side uses list component, recommended for on promise
- Server-side does not require a list component
(server side is faster)
(server-based integration is recommended config.
for D365 ONLINE
164
Can you make the folder structure of SharePoint based on entity?
- YES
165
Does deleting a D365 record remove the document in SharePoint?
- NO
166
Will deleting a document in D365 cause a deletion in SharePoint?
- YES
167
Will users need to have a license for 0365 to use OneDrive in D365?
- YES
168
What is default storage space for OneDrive Business?
1 TB
169
Does OneDrive work for both D365 online and on premise?
- YES
170
What is Data Management options?
- allows for duplicate detection
- import data
- manage bulk deletion
- templates for data import
- data encryption
171
What are the three duplicate detection options for Data Management?
- Duplicate Detections Settings
- Duplicate Detection Rules
- Duplicate Detection Jobs
172
What is max number of rows a view can have?
- 250
173
Can you schedule deletion jobs?
- YES
174
When integrating with OneNote, Dynamics supports _______ and ______
sections and pages
175
OneNote option exists in _____ pane
social
176
OneNote integration uses____ to store the notebooks
SharePoint
177
If a record is deleted, is the associated OneNote deleted from SharePoint?
- NO
| - must manually delete from SharePoint
178
Is D365 and SharePoint access directly linked?
- NO
179
```
List all security options:
U___s
T___s
S___r___s
B____ U____s
F____S___P____
H____S_____
P______
A___T___T___s
```
Users, allows you to manage users and associate them with business units / teams / roles and assign licenses.
Teams, this option lets you define teams and also associate with security roles.
Security Roles,
security roles let you define what access will be provided to teams and users. Roles are created and then one or more are associated with each user / team.
Business Units are a fundamental building block in the Dynamics security model. They define the structure of the organization.
Field Security
Profiles are used when you need to define specific access rights on individual fields.
Hierarchy Security, supports a security model based on someone’s hierarchy. Which can either relate to the manager they have defined in their user or positions.
Positions, define organizational positions which support the hierarchy security model.
Access Team Templates, support dynamic record sharing. With the members of an access team being given privileges on specific records based on the access team template.
180
What are business units?
- define the structure of the organziation
181
The root business _____ be renamed.
The root business unit ______ be deleted or disabled.
The root business unit ______ be moved to have a parent business unit.
- can
- cannot
- cannot
182
Child business units _____ be renamed.
Child business units _____ be disabled.
Child business units _____ be delete but only after being disabled.
- can
- can
- can
183
The ____ business unit is always the top of the business unit hierarchy.
root
184
Do users need to be assigned licenses for D365 and authenticated before use?
- yes
185
Does a user have to have a role assigned to use D365?
- YES
186
Can you delete users?
- NO
187
Can you disable users?
- YES
188
What happens to the security role when you move a user to a new BU?
- NO
189
What is Teams?
- a group of users
190
Do business units have a default team?
- YES
191
What are the two team types?
- Owner
| - Access
192
What is an owner team type?
- they can own records
- have team members
- must be assigned a role
193
what is an access team type?
- can access records but cannot own
| - do not have roles
194
How many Team Templates can you have on an entity?
2
195
Do security models apply to all system and custom entities?
- YES
196
what is a security role?
- defines privileges for a user
197
Can a user have more than one role?
- YES
198
If a business unit has a role, do the children units inherit that role too?
- YES
199
```
An entity can have 8 different types of privileges:
C___e
R____d
W____e
D_____e
A_____d
A___d T____
A_____n
S_____e
```
```
Create
Read
Write
Delete
Append
Append to
Assign
Share
```
200
Define: Access Level: Full Green Circle
Global:
access to all records in organization
Known as access level organization
201
Define: Access Level: Half Green Circle
Deep:
access to all records in BU and subordinate BU's to the BU the user is in
Known as access level Parent:Child BU
202
Define: Access Level: Half Yellow Circle
Local:
access to only records within BU
Known as access level BU
203
Define: Access Level: Quarter Yellow Circle
Basic:
access to only records that user owns
Known as access level USER
204
Can a system admin role be modified?
- NO
205
List the Access Level Hierarchy starting from Top to Bottom
- Organization
- Parent: Child BU
- Business Unit
- User
206
What is a theme?
A way to customize the UI
207
When creating a new theme, what is best advised to do first?
'Clone' the default theme for rollback encase something doesn't work
208
When does a Theme take effect?
When you publish the theme
209
Are Themes included in your solution when exported?
NO
210
How do you load images into a theme?
Use the Web Resource Function inside the solution.
211
What are the three options for integrating email into D365?
- D365 for Outlook
- Server-side Synchronization
- Email Router (Deprecated)
212
List steps to set up Server-side sync for emails:
- Configure System Settings
- Configure the server profile
- Define and configure mailboxes for users/queues
213
```
List the 5 Server-Side Email Configurations:
D365 (____) to E____O_____
D365 (____) to E____S______(O___P__)
D365 (o__p_) to E____S_____(O___P__)
D365 (o__p_) to E____O_____
D365 to POP3/SMTP Server
```
Connect Dynamics 365 (online) to Exchange Online
Connect Dynamics 365 (online) to Exchange Server (on-premises)
Connect Dynamics 365 (on-premises) to Exchange Server (on-premises)
Connect Dynamics 365 (on-premises) to Exchange Online
Connect Dynamics 365 to POP3/SMTP servers
214
What are the three email client options?
D365 for Outlook Client
CRM App for Outlook
Folder Tracker
215
What does folder tracking require?
Server-Side Sync
216
Must you enable folder tracking to work?
- Yes
217
What is the maximum number of folders you can track?
- 25
218
List some key features of the Outlook Client:
`- sync appointments, contacts and tasks
- allow access to CRM data directly
- off-line capability of syncing data once back online
219
What is the number of entities a stage can have for a Business Process Flow?
- only one per stage
| - max of 5 per Business Process Flow
220
Branching for Business Process Flows can go how many levels deep?
- 5 levels deep
221
What relationship is not permitted for a stage's entity in the Business Process Flow?
- N:N Relationship
222
What is scope for a workflow?
- related to a user/organisation/business unit
| - workflow only triggers when it is triggered by the object chosen in scope
223
What is a knowledge management used for?
- a way for users to search a knowledge database to find resolutions for cases/services
- a way for users to find explanations for topics
224
What are knowledge base articles associated with?
- associated with cases/entities
225
Does KB records support multi-language?
- YES
226
What email configuration is set by default?
- Microsoft Exchange Online
227
Do users have their own specific mailbox? (regarding email configuration)
- YES
228
What must you do for a user to have a working mailbox in email configuration?
- Must approve the user email
229
What is the max size of file for data import under data management?
- 8MB
230
Can one export a managed solution?
- NO
231
Managed solutions can only be updated by solutions from the ______ publisher
- same
232
The solution publisher prefix may have no more than _____ lower case letters and numbers
- 8
233
On a many to many entity relationship, can the intersect entity be viewed/customized?
- NO
234
For mobile clients, what determines the order of the entities displayed?
- The Site Map
235
The user who adds another user to an Access Team must have what privilege?
- share privilege
