MB2-712 Customization and Configuration in Microsoft Dynamics CRM 2016 Flashcards Preview

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Flashcards in MB2-712 Customization and Configuration in Microsoft Dynamics CRM 2016 Deck (49)
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1


Which of the following options are available when creating a Duplicate Detection Job? (Select all that apply)

A. It can be scheduled

B. It can delete duplicates

C. It can send Notification

D. It can be created for any entity

A. It can be scheduled

C. It can send Notification

2


Which of the following entities does not have the ability to configure auto-number from within Settings – Administration – Auto Numbering?

A. Accounts

B. Cases

C. Orders

D. Campaigns

A. Accounts

3


Which of the following statements are true about the root business unit in Dynamics CRM? (Select all that apply)

A. It cannot be disabled.

B. It cannot be deleted.

C. It can be renamed.

D. It can have a parent business unit.

A. It cannot be disabled.

B. It cannot be deleted.

C. It can be renamed.

The Root Business unit is the main business unit for an organization. It is created when the organization is created and will receive the name of the organization. It cannot be disabled or deleted and cannot have a parent business unit attached to it, as it needs to be the top level business unit. It can be renamed if needed.

4


Which of the following statements about teams in CRM are true? (Select all that apply)

A. Each team must belong to a business unit.

B. Each business unit has a default team that is created. You cannot add/remove users to it.

C. CRM teams can own records.

E. Team members must all come from the same business unit.

A. Each team must belong to a business unit.

B. Each business unit has a default team that is created. You cannot add/remove users to it.

C. CRM teams can own records.

5


Which of the following is are Dynamics CRM licensing options? (Select all that apply)

A. Basic

B. Professional

C. Enterprise

D. Small Business

A. Basic

B. Professional

C. Enterprise

Dynamics CRM provides 4 licensing options. Essential, Basic, Professional, and Enterprise. The actual pricing will vary depending on online, on-Premise, etc. However, the licensing options are the same.

6


Which of the following would be considered an unsupported customization?

A. Creating a new form for entering data

B. Editing an existing view in the application

C. Deleting a field directly from the SQL database

D. Creating a dashboard containing multiple objects

C. Deleting a field directly from the SQL database

You are not under any circumstances allowed to modify the CRM databases directly. All customizations must be done through the CRM user interface.

7


Which of the following is not a CRM process?

A. Workflows

B. Custom Actions

C. Dialog

D. Business Process Flow

E. Plugin

E. Plugin

8


Which of the following statements about the CRM Client for Outlook is not true?

A. You must always be connected to CRM (no offline capabilities)

B. CRM contacts can be synchronized with Outlook contacts

C. You can work with CRM lists, forms, and other items directly from within Outlook

D. You can track e-mails as CRM activities

A. You must always be connected to CRM (no offline capabilities)

The CRM Client for outlook provides the ability to Synchronize CRM contacts, tasks, and appointments with Outlook, as well as direct access to CRM lists and forms. It also provides the ability to track emails received in Outlook as CRM activities. Organizations can install the Outlook Client with offline access to provide users the ability to work offline.

9


Which of the following options are available when creating a Duplicate Detection Job? (Select all that apply)

A. It can be scheduled

B. It can delete duplicates

C. It can send Notification

D. It can be created for any entity

A. It can be scheduled

C. It can send Notification

10


Which of the following entities does not have the ability to configure auto-number from within Settings – Administration – Auto Numbering?

A. Accounts

B. Cases

C. Orders

D. Campaigns

A. Accounts

11

.
Which of the following statements are true about the root business unit in Dynamics CRM? (Select all that apply)

A. It cannot be disabled.

B. It cannot be deleted.

C. It can be renamed.

D. It can have a parent business unit.

A. It cannot be disabled.

B. It cannot be deleted.

C. It can be renamed.

The Root Business unit is the main business unit for an organization. It is created when the organization is created and will receive the name of the organization. It cannot be disabled or deleted and cannot have a parent business unit attached to it, as it needs to be the top level business unit. It can be renamed if needed.

12


Which of the following statements about teams in CRM are true? (Select all that apply)

A. Each team must belong to a business unit.

B. Each business unit has a default team that is created. You cannot add/remove users to it.

C. CRM teams can own records.

D. Team members must all come from the same business unit.

A. Each team must belong to a business unit.

B. Each business unit has a default team that is created. You cannot add/remove users to it.

C. CRM teams can own records.

13


Which of the following is not an access level setting for a security roles privilege?

A. Business Unit

B. User

C. Organization

D. Global

E. None

D. Global

14


Which of the following statements is true of a security role created in the root business unit? (Select all that apply)

A. All other business units will inherit this role.

B. The role can be edited in any business unit it exists in

C. The role can be edited only in the root business unit

D. The role can be moved to any other business unit

A. All other business units will inherit this role.

C. The role can be edited only in the root business unit

Each role is created at a business unit level. Roles created in a business unit are automatically inherited by each of its child Business units. Roles can only be edited in the business unit that they were created in.

15

A user has two security roles assigned to them. The first allows them to read accounts, delete contacts, and edit opportunities. The second does not allow them delete contacts, but allows them update accounts. Which of the following statements are true? (Select all that apply)

A. The user cannot delete contacts.

B. The user can update accounts.

C. The user can edit opportunities.

D. The user can only read accounts.

B. The user can update accounts.

C. The user can edit opportunities.

16


You want to move a user to a different business unit. Which of the following statements are true? (Select all that apply)

A. The user will receive all security roles in the new BU they had in the old BU.

B. The user will lose any security roles that were assigned to the Them in the previous BU.

C. You cannot move a user from one business unit to another.

D. You must assign a new security role to the user in the new BU.

B. The user will lose any security roles that were assigned to the Them in the previous BU.

D. You must assign a new security role to the user in the new BU.

17


You accidently imported an unmanaged solution into your environment that contains a custom entity, a process, and a custom security role. The solution and all of its components need to be deleted. How would you do this?

A. Delete the solution which will remove all the components.

B. Remove the components from the solution

C. Unmanaged solutions cannot be deleted

D. Delete the solution then manually remove each of the three components

D. Delete the solution then manually remove each of the three components

Removing a component from the solutions does not delete them from the system. It only removes them from the solution container. When you import an unmanaged solution, all the components in the solution are added to the new organization. When you remove an unmanaged solution you are only removing the container. All the components in the solution must be manually deleted individually.

18

Which of the following statements about Managed solutions are true? (Select all that apply)

A. All solutions start as managed.

B. Managed solutions can NOT be modified directly

C. Managed solutions cannot be exported

D. When removed all components items included are removed

B. Managed solutions can NOT be modified directly

C. Managed solutions cannot be exported

D. When removed all components items included are removed

19

Which of the following statements are true about entity Assets? (Select all that apply)

A. Assets can only be added when you first add an entity to a solution.

B. System entities will have all assets selected by default.

C. Assets can be added to an entity at any time.

D. Custom entities will have all assets selected by default.

C. Assets can be added to an entity at any time.

D. Custom entities will have all assets selected by default.

20

What field requirement should you configure on a field to ensure that a user must enter a value?

A. Mandatory

B. Compulsory

C. Business Recommended

D. Business Required

E. Audited

D. Business Required

The field requirement field controls the requirement level of a field. Fields can be set to Optional, Business Recommended, or Business Required.

21

Which of the following properties cannot be changed after you save a field?

A. Field Security

B. Display Name

C. Data Type

D. Auditing

C. Data Type

After a field is saved for the first time, you are unable to modify the field’s name, data type, or field type. You can change things like the Display Name, Field Security, and Auditing at any time.

22

You created a custom entity with forms and views, and published all your customizations. You can see it but no other users can. Which of the following is most likely the cause?

A. You forgot to set the managed properties

B. You did not configure relationships

C. You did not set security roles to allow access to the entity

D. You set ownership to organization owned instead of user/team owned

C. You did not set security roles to allow access to the entity

By default only the System Administrator security role has access to a custom entity when it is created. You must individually define the necessary privileges and access levels for every security role that will require access to the entity.

23

Which of the following entity properties cannot be turned off once they have been enabled?

A. Access Teams

B. Document Management

C. Queues

D. Allow for Quick Create

C. Queues

Many entity properties can be turned on and off as needed, however there are specific entities properties that cannot be disabled after they have been enabled. These include Queues, Connections, Activities, and Business Process Flows.

24

You have created a simple field called total value. It needs to multiple two fields on the entity together. You want the field to populate the value automatically. How can you do this?

A. Change the field type from simple to calculated.

B. Delete the field and recreate it as calculated.

C. Change the field type from simple to rollups.

D. Delete the field and recreate it as rollup.

B. Delete the field and recreate it as calculated.

There is no way to convert an existing simple field to a calculated field. You can only define a field as calculated when you create it. They only way you could make an existing field calculated would be to first delete the field and recreate it as a calculated field.

25

Which of the following is not a field security permission that can be grated?

A. Read

B. Append

C. Create

D. Update

B. Append

26

Which of the following statements about rollup fields in CRM are true? (Select all that apply)

A. You can have a maximum of 10 rollups per entity

B. Rollups fields values can be Audited

C. Rollup fields can’t be included in other rollup fields

D. Rollup fields can’t include Hierarchy Data

A. You can have a maximum of 10 rollups per entity

C. Rollup fields can’t be included in other rollup fields

27

Which of the following is true about Status and Status Reason fields for a custom entity?

A. The Status field is added by default, you must add a Status Reason field if you want to use it.

B. You can customize the Status labels and add more options to meet your requirements.

C. Status and Status Reason fields are only used with system entities.

D. You can customize the Status Reason labels and add more options to meet your requirements.

E. You can add more options to the Status Reason but you cannot modify the default options.

D. You can customize the Status Reason labels and add more options to meet your requirements.

Each entity system and custom entity will have a Status and a Status Reason field. The Status field cannot be customized, but the Status Reason field can be customized including the ability to add and edit Status Reasons associated with specific statuses.

28

Which of the following is not a supported relationship type in Microsoft Dynamics CRM 2015?

A. One to many

B. Many to one

C. Any to Any

D. Many to Many

C. Any to Any

CRM supports two relationship types. One to many and Many to Many. A Many to One relationship is a One to Many relationship viewed from the other side which CRM does allow you to do.

29

If you have a 1:N relationship between two entities – Event and Booking – and need all Bookings to be deleted automatically when an Event is deleted, which relationship behavior must you choose?

A. Parental

B. Referential

C. Referential, Restrict Delete

D. Delete Child

A. Parental

Parental sets all the cascading rules to Cascade all. So in this case it would delete all Bookings that are attached to specific event.

30

You have created a custom entity called Events. From a parent event, you want to view Hierarchical data (sub-events) associated with the parent. Which of the following items are required to view Hierarchical (Select all that apply)

A. Enable hierarchy relationships on the Event entity properties

B. Create a self-referential relationship on the Event entity

C. Define the hierarchy in the event entity’s hierarchy settings.

D. Mark the relationship as hierarchical

B. Create a self-referential relationship on the Event entity

C. Define the hierarchy in the event entity’s hierarchy settings.

D. Mark the relationship as hierarchical