You are configuring a many-to-many (N:N) relationship.
You are evaluating whether to use the native N:N relationship or the manual N:N design pattern. You need to identify the benefits of using the manual N:N design pattern instead of the native N:N relationship.
Which two benefits should you identify? Each correct answer presents a complete solution.
A. Manual N:N requires fewer steps for the user to associate records.
B. Manual N:N provides the ability to report on the intersect data.
C. Manual N:N provides the ability to store fields that describe the relationship.
D. Manual N:N is easier to set up.
BC
You are configuring a sales process in Microsoft Dynamics CRM.
The sales process needs to have an additional stage if the probability field value is greater than 50%.
Which three actions should you perform? Each correct answer presents part of the solution.
Choose three.
A. Add a branch rule to define the condition that should display the high probability stage.
B. Add a stage to the branch for the high probability opportunity condition.
C. Create a business process flow for your sales process.
D. Create a business rule to conditionally switch between business process flows if the probability is greater than 50%.
E. Create a second business process flow for the high probability opportunities.
ABC
An organization acquires your company.
You need to change the root business unit in Microsoft Dynamics CRM.
What should you do?
A. Rename the root business unit with the new company name.
B. Create a new business unit and reassign it as the root business unit.
C. Rename the organization in the System Settings.
D. Create a new business unit and re-parent the original root business unit
A
Your company uses Dynamics CRM Online.
You have an entity that has the ownership set to User or Team.
You need to add a drop-down list to the entity. The drop-down list will contain six list items, and will trigger a workflow that has a custom activity. What should you do?
A. Use a real time workflow.
B. Use the trigger option from Microsoft SQL Server.
C. Add an option set field to the entity.
D. Add a lookup field to the entity.
C
0You have a Dynamics CRM organization.
A user named User1 creates a personal chart.
You need to make the personal chart into a system chart.
What should you do?
A. Instruct User1 to export the personal chart. Import the chart as a system chart.
B. Instruct User1 to share the chart with all users.
C. Instruct User1 to share the chart with the system administrator.
D. Instruct User1 to export the chart query. Import the query as a system chart
A
You have a Dynamics CRM organization.
Users access CRM from the web and from mobile apps.
You plan to add a new entity to the organization.
You need to ensure that the users can see the entity records from the web and from the mobile apps.
What should you do?
A. Activate the mobile express form.
B. Configure the mobile express form.
C. Modify the entity definition.
D. Enable the users for offline access.
C
You import a managed solution to a Dynamics CRM organization.
The solution contains a new entity named Loan. The Loan entity is not referenced by any other solutions in the organization.
After a few months, the decision is made to stop using the solution.
You need to identify what will occur to the entity definition and the entity data if you attempt to delete the solution.
What should you identify?
A. The solution will be deleted, but the entity data will remain for historical reference.
B. You will be prevented from deleting the solution.
C. You will be prompted to export a copy of the data during the delete process.
D. The entity definition and the entity data will be deleted.
D
You have a Dynamics CRM organization.
You create a custom entity named Real Estate Property.
You are creating a one-to-many (1:N) relationship between the account entity and Real Estate Property.
You need to identify what will occur by creating the relationship.
What should you identify?
A. A lookup field will be added to the account entity. Nothing will be added to Real Estate Property.
B. A lookup field will be added to Real Estate Property. A lookup field will be added to the account entity.
C. A lookup field will be added to Real Estate Property. Nothing will be added to the account entity.
D. A custom field will be added to Real Estate Property. A custom field will be added to the account entity.
C
You are the new administrator for an existing Dynamics CRM organization.
The prior administrator made auditing available in CRM, and then turned off auditing for the account records.
You need to implement auditing for the account records.
What should you do?
A. Assign the View Audit Summary privilege.
B. Delete the previous audit log partitions.
C. Modify the account entity definition.
D. Assign the View Audit History privilege.
C
You have a Dynamics CRM organization that contains the business units and security roles shown in the following table.
A user named User1 belongs to Businessunit1 and is assigned the Salesperson and the Branch Manager security roles.
User1 is promoted and given a new job. The account of User1 is moved to Busmessunit2. You need to identify which security roles were assigned to User1 after the user moved to Businessunit2.
What should you identify?
A. Salesperson only
B. Salesperson and Sales Manager
C. none
D. Salesperson and Location Manager
C
You have a custom entity in Dynamics CRM.
You want users to be able to search and use knowledge base articles directly from the Main form of the custom entity.
You discover that you cannot add the knowledge base search control to the form.
You need to identify what prevents you from adding the control. What should you identify?
A. Knowledge Management is disabled on the entity.
B. Knowledge Management is disabled on the form.
C. The notes control on the form is missing.
D. A relationship to the knowledge base entity is missing.
A
You create a new solution in a Dynamics CRM organization.
You add a contact entity to the solution. You add a new rollup field to the contact entity.
You need to identify what occurs to the rollup field when you attempt to delete the solution.
What should you identify?
A. The solution will be deleted and the rollup field will be deleted.
B. The solution will be deleted. The rollup field will remain unchanged.
C. A user will be prompted to delete the rollup field.
D. You will be prevented from deleting the solution until the rollup field is deleted.
B
You configure a new entity in a Dynamics CRM organization.
You create fields, forms, and views for the new entity.
You can view the new entity records as expected in the user interface.
Users report that they fail to view the entity records.
You need to ensure that the users can view the entity records.
What should you do?
A. Publish the changes.
B. Add permissions to the security roles of the users.
C. Add the entity to & custom solution.
D. Configure the relationships.
B
You need to make a business process flow for a custom entity. What should you do first?
A. Perform a Save As on an existing business process flow.
B. Place the business process flow in the default solution.
C. Add a process that has a reference to the custom entity.
D. Enable the entity for business process flows.
D
You have a Dynamics CRM development environment and a Dynamics CRM production environment.
You have a project solution in the development environment.
You need to import the solution to the production environment as a managed solution. What should you do?
A. Change the options of the Import Solution dialog box to import the solution as managed.
B. Use the Package Deployer for Microsoft Dynamics CRM to import the unmanaged solution to CRM as managed.
C. Ask a developer to change the options of the import API so that CRM imports the unmanaged solution as managed.
D. Export an unmanaged solution and select Managed for the package type. Import the exported solution to the production environment.
D
You need to identify which types of data can be included in a business process flow.
Which three types of data should you identify? Each correct answer presents a complete the solution.
A. data from an attached Microsoft OneNote notebook
B. data from the primary entity
C. data from a related entity
D. data from an unrelated entity
E. data from a Microsoft Office group
BCD
You have a Dynamics CRM organization.
You have a team named Team1 that has three members named User1, User2 and User3. Team1 currently owns 200 active contacts.
User1 fails to see the records assigned to Team1 from the default view. User1 sees only the records assigned to her.
You need to resolve the issue reported by User1.
What are two possible ways to achieve the goal? Each correct answer presents a complete solution.
A. Configure a new default view for User1, User2, and User3.
B. Configure the security role assigned to Team1.
C. Configure the default view to include the records owned by Team1.
D. Configure the security role assigned to User1.
AC
You have a Dynamics CRM organization.
You need to ensure that sales users can access the organization by using the Microsoft
Dynamics CRM Windows Store app.
What should you do?
A. Modify the System Settings for the organization.
B. Assign the Delegate user role to the users.
C. Configure a server profile.
D. Enable the CRM for mobile security privilege for a security role.
D
You need to identify for which types of entities you can configure status reason transitions.
Which two entity types should you identify? Each correct answer presents a complete solution.
A. all system entities, except for activity entities
B. the case entity
C. all custom entities, except for custom activity entities
D. the opportunity entity
BC
You plan to configure security for a Dynamics CRM organization.
You enable field-level security on a field. You establish a profile that can read and modify the field.
You need to ensure that a user can read and modify the field.
What are two possible ways to achieve the goal? Each correct answer presents a complete solution.
A. Assign the profile to the user.
B. Configure the user as the owner of the profile.
C. Assign the profile to a security role to which the user is assigned.
D. Assign the profile to a team of which the user is a member.
AD
You have a Dynamics CRM organization. The organization does not use CRM for marketing.
You need to prevent Marketing from displaying on the Account form navigation.
What should you do?
A. Delete all of the items in the Marketing group.
B. Hide the Marketing group.
C. Minimize the Marketing group.
D. Delete the Marketing group.
A
You are creating charts for a dashboard in Microsoft Dynamics CRM.
Which three types of charts can you use for multi-series charts? Each correct answer presents a complete solution. Choose three.
A. column
B. pie
C. funnel
D. line
E. area
ADE
You enable access teams on the account entity and you create a new access team template named Collaborate Access.
You need to ensure that users can share account records by using Access Teams.
What should you do?
A. Add a sub-grid of all the record types to the Account form that points to the accounts.
B. Add a sub-grid of the related record types to the Account form that points to the accounts.
C. Add a sub-grid of the related record types to the Account form that points to the users.
D. Add a sub-grid and of all the record types to the Account form that points to the users.
D
You have the business units in a Dynamics CRM organization as shown in the following table.
You create a new security role named New Employee that is being used by all of the business units. Users in the Consumer Salesbusiness unit who are assigned the role report that they fail to update records that they should be able to update.
You plan to update the security role so that the users can update the records.
You need to identify in which business unit you must update the role.
Which business unit should you identify?
A. Sales
B. Root
C. Enterprise Sales
D. Service
E. Consumer Sales
B
In a Dynamics CRM organization, you create a custom entity named Location.
You need to create a hierarchical set of location records.
What should you do?
A. Create a many-to-many (N:N) relationship between two different entities and set Hierarchical to Yes for the relationship definition.
B. Create a many-to-many (N:N) relationship between the same entity and set Hierarchical to Yes for the relationship definition.
C. Create a one-to-many (1:N) relationship between the same entity and set Hierarchical to Yes for the relationship definition.
D. Create a one-to-many (1:N) relationship between two different entities and set Hierarchical to Yes for the relationship definition.
C
You add a currency field to a form in Dynamics CRM.
You need to provide users who access CRM from their mobile phone with the ability to enter the credit limit by using a slider.
What should you do?
A. Open Field Properties and click Events.
B. Open Field Properties and click Details.
C. Open Field Properties and click Controls.
D. Open Field Properties and click Business Rules.
C
You have a Dynamics CRM organization.
You add a new currency field named Revenue Potential to the account entity.
On a record, you discover that the Revenue Potential field is displayed as 95.66. Other records also display the Revenue Potential field in this format.
You need the Revenue Potential field to be displayed as nn.nnn.
What should you configure?
A. the display format in personal options
B. the Formats tab in System Settings
C. the default currency in personal options
D. the Currencies settings in Business Management
D
What should you configure before you Create goals in Microsoft Dynamics CRM?
A. Fiscal Period
B. Target Value
C. Goal Owner
D. Goal Metric
D
You have a Dynamics CRM organization.
You have a team named Team1. All of the members of Team1 have identical security roles.
A user named User1 has a personal view to display the records owned by Team1.
You need to ensure that all the members of Team1 can use the view.
What should you do?
A. Instruct User1 to assign the personal view to the owner of Team1.
B. Instruct the owner of Team1 to configure the filter criteria.
C. Instruct User1 to assign the personal view to Team1.
D. Instruct User1 to configure the filter criteria.
C
You create a business rule that has a Set business required action for a field.
The action has a Status of Business Required when a condition is met.
Users report that when they change the value so that the condition is false, the field is still required.
You need to ensure that the field is required only if the condition is true.
What should you do?
A. Create an Else statement that has no conditions and a Set Default action to reset the field to Not Business Required.
B. Use a business rule formula to set the required level of the field.
C. Change the scope of the business rule to All Forms.
D. Create an Else statement that has no conditions and a Set business required action. Configure the action to have a Status to Not Business Required.
D
You are creating a solution in Microsoft Dynamics CRM that has new custom entities and attributes.
Which two Data Types are supported for Calculated fields? Each correct answer presents a complete solution. Choose two.
A. Lookup
B. Option Set
C. Two options
D. Multiple Lines of Text
BC
You have a Dynamics CRM organization.
An administrator creates and publishes a new activity entity.
You discover that some of the fields of the entity definition contain incorrect information.
You need to identify which fields of the new entity definition can be modified.
What are two possible fields that you can identify? Each correct answer presents a complete solution.
A. Display Name
B. Primary Field
C. Schema Name
D. Plural Name
AD
You have a Dynamics CRM organization.
You need to tell a user which types of out-of-the box charts are available on a personal dashboard in CRM.
Which two types of charts are available? Each correct answer presents a complete solution.
A. tag
B. Scatter
C. pie
D. funnel
E. doughnut
CD
A user is creating a new workflow and accidentally sets the primary entity to Contract instead of Contact.
You need to ensure that the primary entity of the workflow is set to Contact.
What should you do?
A. Instruct the user to deactivate the workflow, and then instruct a system administrator to change the primary entity.
B. Instruct the user to assign the workflow to a system administrator, and then instruct the administrator to modify the primary entity.
C. Instruct the user to deactivate the workflow, and then to change the primary entity.
D. Instruct the user to delete the workflow, and then to create a new workflow.
D
You create a vehicle entity to track the vehicles owned by a contact.
You create a one-to-many (1:N) relationship from the contact to the vehicle.
You need to ensure that the vehicle records are deleted.
What should you do?
A. Set the relationship behavior for the delete action to deleted.
B. Set the relationship behavior for the delete action to Remove Link.
C. Set the relationship behavior for the delete action to Cascade All
D. Set the Type of Behavior for the relationship to Referential, Restrict Delete.
E. Set the Type of Behavior for the relationship to Referential
C
You need to model a relationship between the account entity and the contact entity to track the advisory board members of accounts.
You need to use connections to model the relationship between the account and contact entities. What should you do?
A. Create a one-to-many (1:N) relationship between the account and contact entities, and then use two connection roles to represent each side of the new 1:N relationship.
B. Create a connection entity, and then use two connection roles to represent each entity in the relationship.
C. Use two connection roles to represent each side of the relationship.
D. Create a many-to many (N:N) relationship between the account and contact entities, and then use two connection roles to represent each side of the new N:N relationship.
C
For the account entity, you need a form that can be opened by sales users only.
You save a copy of the main contact form and you name the copy Sales form.
What should you do next?
A. Create a business rule.
B. Add a web resource.
C. Modify the Form Properties.
D. Enable security roles.
D
A user assigns an account to a specific user in Microsoft Dynamics CRM.
What are two effects of the default Parental Relationships between Account and Task and between Account and Email? Each correct answer presents a complete solution. Choose two.
A. All tasks and emails related to this account via the to attribute are also assigned to this user.
B. All tasks and emails related to this account via the to attribute are also shared to this user.
C. All tasks and emails related to this account via the regarding attribute are also shared to this user.
D. All tasks and emails related to this account via the regarding attribute are also assigned to this user.
AD
You want users to be able to access a custom entity from Microsoft Dynamics CRM for Tablets.
Which two actions should you perform? Each correct answer presents part of the solution.
Choose two.
A. Add the entity to at least one SiteMap area.
B. Create a new form to Mobile.
C. Enable the CRM for Tablets check box.
D. In Managed Properties, set New forms can be created to Yes.
AC
You have a Dynamics CRM organization that contains two business units named Sales and Marketing.
You need to create a team to which you can assign security roles and that can contain users from the Sales business unit
What are two possible ways to achieve the goal? Each correct answer presents a complete solution.
A. Create an owner team that belongs to the Sales business unit.
B. Create an access team that belongs to the Sales business unit.
C. Create an access team that belongs to the root business unit.
D. Create an owner team that belongs to the root business unit.
AD
You have an entity that has two activated business process flows named BPF1 and BPF2.
A user starts a process by using BPF1, but then discovers that BPF2 must be used.
What should you tell the user?
A. If you switch to BPF2, the stages from BPF1 will be retained.
B. Ownership of the records created in BPF1 will be assigned to the system when you switch to BPF2.
C. If you can access BPF1 and BPF2, you can switch between them at any time.
D. The data entered while using BPF1 will be lost when you switch to BPF2.
C
You have a Dynamics CRM development environment and a Dynamics CRM production environment. In both environments, your account is assigned the System Customizer security role.
In the development environment, you create a custom solution that contains all of the project components deployed to the production environment. The custom solution contains an entity. In the development environment, you open the project solution that you intend to deploy to the production environment.
You see the entity, but not the field.
You need to ensure that you can modify the field in the development environment.
What should you do?
A. Ask the system administrator to assign your user the System Administrator security role, and then modify the system field.
B. In the project solution, add a field to the entity, and then make the modification.
C. In the default solution, make the modification.
D. Use the Add Sub Components action, add the field, and then make the modification.
D
You customize Microsoft Dynamics CRM for a customer.
Your customer has the following requirements for custom attributes:
Users should not be able to add filters for this field in Advanced Find.
The fields should be available when customizing views.
What should you do?
A. Remove the attribute from the Find Columns list of the Lookup view.
B. Remove the attribute from the Find Columns list of the Quick Search view.
C. Create a business rule to prevent the use of this attribute in Advanced Find.
D. Change the Searchable option to No.
D
You have a Dynamics CRM organization that has auditing enabled.
You need to provide a user with the ability to see changes made to specific records.
To which entity should the user have the read privilege?
A. Audit Partitions
B. Audit Summary
C. Audit History
D. Plug-in Trace Log
C
You plan to create a field that will store email addresses.
You need to ensure that a user can send an email message by clicking the email address in the new field.
Which type of data should you use for the field?
A. Lookup
B. Two Options
C. Single Line of Text
D. Option Set
C
You need to implement a process. The process must perform the following:
- Run when a new account is created.
- Make changes to the account as the user who created the account.
- Send an email message to the account as the owner of the account. This may be a different user than the user who created the account.
Which process type should you use?
A. a workflow
B. a business process flow
C. a business rule
D. a dialog
A
You have a Dynamics CRM organization that contains a custom entity named Vehicle.
You configure an entity mapping for the relationship between the contact entity and the Vehicle entity to map the address fields.
Users report that when they update the address field of a contact the address field of the vehicle fails to update.
You need to identify the cause of the issue. What should you identify?
A. The relationship behavior is not set to Cascade All.
B. The data is copied only during record creation.
C. A workflow that is triggered when the contact’s address changes, and that uses update steps for each vehicle record, is in draft mode.
D. Server-side synchronization is disabled in the System Settings.
B
You are configuring user access in Microsoft Dynamics CRM.
You need each account to have a unique group of people who have write permissions to the account.
What should you do?
A. Have Dynamics CRM automatically create access teams for each record, and manually share the account with the appropriate
B. Create an owner team, and assign the accounts to the owner team.
C. Create an access team template, and add to the account form a sub-grid that references the access team template.
D. Manually create an access team record for each account and assign the account to the access team.
C
You are creating a security role in Microsoft Dynamics CRM.
You want users with the role to be able to add notes to cases.
Which two privileges should you add to the role? Each correct answer presents part of the solution. Choose two.
A. Append privilege on cases
B. Append privilege on notes
C. Append To privilege on cases
D. Append To privilege on notes
BC
You are reviewing the security roles of a user.
You discover that the user has multiple security roles.
You need to identify the resulting privileges of the user.
What should you identify?
A. The user only has privileges from the most recent security role to which the user was assigned.
B. All privileges are cumulative, unless one of the roles turns off a privilege, in which case that specific privilege is not applied to the user.
C. All privileges are cumulative.
D. The user has the most restrictive level of privileges.
C
On the contact entity, you are creating a business rule that has the Set visibility action.
You need to identify which form elements you can control by using the Set visibility action.
What should you identify?
A. the sub-grids and quick view forms only
B. the form fields, form sections, and form tabs only
C. the form fields only
D. all of the form elements
C
You are modifying a Dynamics CRM form for a custom entity.
You need to identify which parts of the CRM form users can use to modify data.
Which two parts should you identify? Each correct answer presents a complete solution.
A. Navigation
B. Footer
C. Header
D. Body
CD
You have a Dynamics CRM Online organization.
You create an entity named Score to track a player’s scores in a game.
The ownership of the entity is set to Organization
You need to change the ownership to User or Team.
The solution must minimize administrative effort.
What should you do?
A. Delete the entity and recreate it.
B. Instruct the Microsoft Office 365 global administrator to use the web client to edit the entity properties.
C. Use the web client to edit the entity properties.
D. Use Microsoft SQL Server Management Studio to modify the entity properties.
A
You need to identify the maximum number of stages that a business process flow can contain. What should you identify?
A. 5
B. 10
C. 30
D. 100
C
You are customizing Microsoft Dynamics CRM.
What should you do before you delete a custom entity?
A. Delete the shares for records of this entity.
B. Check whether the entity has any component dependencies.
C. Remove the entity ownership.
D. Remove the entity from any security role.
B
A user attempts to import data to Dynamics CRM, but all of the records fail to import because of a business rule that you created.
You need to ensure that the user can import the records successfully.
What should the user do?
A. Change the scope of the business rule to Entity. Instruct the user to import the data again.
B. Add an action to the business rule to hide the field. Instruct the user to import the data again.
C. Run the import by using the System Administrator account
D. Change the scope of the business rule to All Forms. Instruct the user to import the data again
D
You have a Dynamics CRM organization.
You create a new entity named Question.
You create a Quick Create form for the entity.
You discover that when you create new records, the Quick Create form is not being used.
You need to ensure that the Quick Create form is used when you create new records.
What should you do?
A. Change the form order to list the Quick Create form first.
B. Instruct users to access the form by using the CRM app for mobile devices.
C. Enable Allow Quick Create for the entity properties.
D. Change the security roles of the Quick Create form.
C
You have a Dynamics CRM organization.
Currently, when you create entities and fields, they have a prefix of new_.
You need to ensure that when you create new entities and fields, they have a prefix of Contoso_.
Which two actions should you perform? Each correct answer presents part of the solution.
A. Change the prefix in the System Settings to Contoso.
B. Edit the customization prefix field and change the display name to Contoso.
C. Change the prefix of the publisher associated to the solution to Contoso.
D. Create a new publisher that has a prefix of Contoso. Associate the new publisher to the exiting solution.
CD
You have a Dynamics CRM organization.
You have two primary Lines of business named line1 and line2 Each sales process begins with a lead and ends with a sale. Line land line2 each have different checklists for how to close a deal. You need to identify a solution to address the different processes used by each line of What are two possible ways to achieve the goal? Each correct answer presents a complete solution.
A. Configure the entity definitions.
B. Create two branches in one process.
C. Create two business process flows.
D. Configure the process triggers.
BC
You have four sales managers. Each sales manager is located in a different business unit and is assigned the Sales Manager security role.
The sales managers have access to the records of every sales user in their respective business unit and the subordinate business units.
You need to recommend a solution to provide the sales managers with access to all of the records created by the sales users across all of the business units. The solution must prevent access to the case records.
What should you include in the recommendation?
A. the Sales Managers security role privileges set to Parent: Child Business Units
B. the Position hierarchy
C. the Manager hierarchy
D. the security roles assigned to the sales managers from the root business unit
B
You need to limit a user’s ability to edit a specific field in a contact record.
You enable field security on the field properties.
What should you do next?
A. Create an access team template.
B. Enable hierarchical security.
C. Create a new security role.
D. Create a field security profile.
D
You are creating a new workflow that will run whenever a new account is created.
You need to identify which actions can be executed from the workflow.
What are three actions that you can identify? Each correct answer presents a complete solution.
A. Add a variable.
B. Query Dynamics CRM data.
C. Perform an action.
D. Assign a record.
E. Change the status.
CDE
You are creating a new entity.
You need to configure the parent-child access level on an entity privilege for security roles. Which type of entity ownership should you use?
A. Organization
B. System
C. User or Team
D. Business Unit
C
A user named User1 is the owner of a background workflow that makes changes to an account after the Credit Limit field of the account is modified.
A user named User2 adds a new account and saves the record.
A user named User3 edits the record and changes the street address of the account.
A user named User4 edits the record and adds a parent account.
User2 changes the value in the Credit Limit field and assigns the account to User4.
You need to identify which name will be displayed in the Last Modified By Field on the account record.
Which name should you identify?
A. User3
B. User1
C. User2
D. User4
B
You are a Microsoft Dynamics CRM specialist for an organization.
The marketing and sales teams at the organization exist within different business units.
Your organization decides that a marketing employee’s personal chart could be very useful to the sales team.
You need to distribute this chart to the sales team but not to the marketing team. No users currently have privileges to create personal charts. What should you do?
A. Share the chart with the sales team.
B. Copy the chart by using Save As, and assign the copy to the sales team business unit.
C. Export the chart and distribute the file to sales team users.
D. Convert the chart into a system chart.
A
You have a Dynamics CRM organization.
Currently, users can view 50 records per page.
You need to ensure that the users can view 250 records per page.
What should you do?
A. Instruct the users to configure their options.
B. Instruct the users to create custom views.
C. Instruct an administrator to configure the view settings, and then to share a view.
D. Instruct the administrators to configure their options.
A
To which Microsoft Dynamics CRM object can you apply business rules?
A. A dashboard
B. A form
C. A view
D. A chart
B
You create a new solution for your company in Microsoft Dynamics CRM.
At which three levels can you configure auditing? Each correct answer presents a complete solution. Choose three
A. user
B. attribute
C. business unit
D. entity
E. organization
BDE
You have a business rule that has a scope of ALL Forms.
You discover that the business rule does not execute on forms when users access the forms.
You need to ensure that the business rule executes on the forms when accessed by the users.
What should you do?
A. Assign the users permission to read the business rule.
B. Change the scope of the business rule from All Forms to Entity.
C. Activate the business rule.
D. Enable the execution of the business rule from the System Settings.
C
You have a custom field.
You need to ensure that the field appears in Advanced Find results.
What should you configure for the field?
A. Field Security
B. Searchable
C. IME Mode
D. Field Type
B
You have a Dynamics CRM organization.
You enable Manager Hierarchy security.
You have the users shown in the following table.
You need to identify which actions the Vice President can perform.
What should you identify?
A. Read and update the records owned by Sales Manager. Read and update the records owned by Sales User.
B. Read and update the records owned by Sales Manager. Read the records owned by Sales User.
C. Read and update the records owned by Sales Manager. Read the records owned by CEO.
D. Read all of the records in the organization. Edit the records owned by Sates Manager.
B
You create two solutions named A and B in the same Dynamics CRM organization.
You add the account entity to both solutions.
You need to identify what will occur when you attempt to change the display name of Account to
Company in solution A.
What should you identify?
A. The display name of Account in solution B will remain unchanged.
B. The next time you use solution B, you will be prompted to choose which display name to use.
C. You will be prevented from renaming Account to Company.
D. The display name of Account in solution B will also change.
D
You create a new mailbox record for a user.
You define the synchronization methods for incoming and outgoing email, contacts, tasks, and appointments.
You need to ensure that the mailbox can send and receive email.
Which two actions should you perform? Each correct answer presents part of the solution.
A. Set the Is Forward Mailbox setting to Yes.
B. Configure the Approve Email setting.
C. Set the Is Forward Mailbox setting to No.
D. Configure the Apply Default Email Settings setting.
E. Configure the Test & Enable Mailboxes setting.
BE
You have a Dynamics CRM organization that has two business units named Sales and Marketing.
A user moves from the Sales business unit to the Marketing business unit as a result the user can no longer access CRM.
You need to ensure that the user can access CRM.
What should you do?
A. Rename the security roles for the Marketing business unit to match the security roles for the Sales business unit
B. Restart the CRM server processes.
C. Assign security roles to the user for the Marketing business unit
D. Move the security roles for the Marketing business unit to a custom solution.
C
You are customizing Microsoft Dynamics CRM.
You want to create a new custom entity Project.
You need to be able to assign owner teams to it.
Which ownership type should you use?
A. access team
B. organization
C. owner team
D. user or team
D
You are a Microsoft Dynamics CRM consultant.
You are assigned a new implementation.
Before you configure the customer’s environment you want to set the Option Value Prefix for your solution.
In which location do you set the Option Value Prefix?
A. system settings
B. the Option Set
C. your solution
D. The publisher of your solution
D
You are preparing entity customizations that will be exported as part of a managed solution.
You need to identify for which field types of an entity you can customize the Managed Properties.
Which two field types should you identify? Each correct answer presents a complete solution.
A. a custom field on a system entity
B. a system field on a system entity
C. a custom field on a custom entity
D. a system field on a custom entity
AC
You have a Dynamics CRM organization.
You have a system view for contacts that is used only by a user named User1.
Currently, the system view is listed as the first view for all of the users.
You need to ensure that the view is available to User1 only.
Which two actions should you perform? Each correct answer presents part of the solution.
A. Export the view as system, and then reimport the view as personal.
B. Instruct User1 to use Advanced Find.
C. Deactivate the system view.
D. Configure the filter criteria on the system view to include only the records of User1.
BC
You create several additional attributes in Microsoft Dynamics CRM.
Which two field requirement levels can be set? Each correct answer presents a complete solution. Choose two.
A. Business Required
B. System Recommended
C. System Required
D. Business Recommended
AD
You are creating a business rule for the account entity.
You are configuring a new condition for the rule to compare the Credit Limit field.
The data type for the Credit Limit field is Currency.
You need to identify to what you can compare the Credit Limit field.
What should you identify?
A. the entity field values or the static values only
B. the entity field values, the static values, or the formulas
C. the static values only
D. the entity field values only
B
You need to create a business rule that you can run on a Quick Create form named New Form. What are two possible scopes that you can use to achieve the goal? Each correct answer presents a complete solution.
A. All Forms
B. Entity
C. Information
D. New Form
AB
You are developing a Microsoft Dynamics CRM solution for a company.
Your solution utilizes an HTML Web Resource on the Account form.
Company employees use Microsoft Dynamics CRM Mobile client for iPad, Android, and Windows.
How will this environment affect the user experience?
A. The users will not be able to view the Web Resource and will need to use the desktop client instead.
B. The users can view the Web Resource, as long as it is within one of the first five tabs of the default form.
C. The users will have to download and install an update rollup in order to view the Web Resource.
D. The users will not be able to use the Web Resource until their security role is updated with ISV Customizations privileges.
A
You have a Dynamics CRM organization.
You have a list of 23 public views for accounts, most of which are custom. Many of the most frequently used views appear near the bottom of the list.
Users report that the current list order is inconvenient and time consuming because they must scroll through many unused views.
You need to recommend changes to resolve the issue reported by the users.
What should you recommend doing first?
A. Change the display order of the views.
B. Deactivate the unused system views.
C. Set customizable to True.
D. Change the views to be private views.
B
In Microsoft Dynamics CRM, you create a custom Event entity for storing events and a custom Event Type entity for storing possible Event Types for events. You want to store one or more of these Event Types in an Event.
What should you create?
A. a native N:N relationship between Event and Event Type
B. a Lookup attribute in the Event entity
C. a Multiple Lines of Text attribute in the Event entity
D. an Option Set attribute in the Event entity
A
At your company, a user named User1 uses Dynamics CRM Online.
User1 leaves the company.
You need to prevent User1 from accessing CRM Online.
What are two possible ways to achieve the goal? Each correct answer presents a complete solution.
A. Reassign the records owned by User1.
B. Disable User1 in CRM.
C. Delete User1 from Microsoft Office 365.
D. Revoke the Microsoft Office license.
E. Revoke the CRM license.
CE
You plan to create a country entity that contains one record for each country in the world.
You need to track which countries a contact visited. No additional data will be tracked.
Which type of relationship should you create?
A. a many-to-many (N:N) relationship from the contact to the country
B. a one-to-many (1:N) relationship from the country to the contact
C. a many-to-many (N:N) relationship from the contact to the country that has a relationship behavior type of Parental
D. a one-to-many (1:N) relationship from the contact to the country
A
You have a Dynamics CRM organization.
The account entity must appear as Company to all users.
Which two fields should you change? Each correct answer presents
A. Plural Name
B. Display Name
C. Name
D. Description
AB
You have a Dynamics CRM organization that contains two business units named Sales and Marketing.
You are responsible for managing the users in the organization.
You need to identify which security roles can be assigned to the users in the root business unit. What should you identify?
A. only the security roles from the business unit to which the users are assigned
B. only the security roles from the Sales and Marketing business units
C. only the security roles from the business unit to which the users are assigned, and from the parent business units
D. any security role from any business unit
A
You use Microsoft Dynamics CRM Goal Management to define sales goals over a period of time.
You need to track actual and in-progress values for sales.
Which goal metric should you configure?
A. Amount Data Type
B. Rollup Fields
C. Metric Type
D. Fiscal Periods
B
You have a custom entity that has an active business process flow.
You no longer need the business process flow.
You need to ensure that you can delete the business process flow.
What should you do?
A. Modify the process options on the definition for the custom entity.
B. Change the primary entity of the business process flow.
C. Deactivate the business process flow.
D. Delete all of the open records that use the business process flow.
C
You are creating a relationship between two entities.
You need to define a relationship type that will create a lookup field on one of the entities. Which type of relationship should you use?
A. a one-to-one (1:1) relationship
B. a relationship implemented by using connections
C. a many-to-many (N:N) relationship
D. a one-to-many (1:N) relationship
D
You are adding a sub-grid to the Account form that displays data from a custom entity related to the account.
You need to identify which items you can use to display the data.
Which two items should you identify? Each correct answer presents a complete solution.
A. a list
B. a chart
C. a dashboard
D. an iFrame
AB
You need to create a field on the account entity. The field must display the total value of all the open orders for an account, any sub-accounts of the account.
Which two actions should you perform? Each correct answer presents part of the solution.
A. Set Hierarchical to Yes.
B. Set Hierarchical to No.
C. Create a calculated field
D. Create a simple field.
E. Create a rollup field.
AE
You work in a customer service organization.
Sometimes, when a new record is created, a customer service representative must capture additional data.
When this occurs, the representative must call the customer to capture the missing data.
Each record may be missing different data.
You need to identify which process type you must use to capture the data.
What should you identify?
A. a real-time workflow
B. a dialog
C. a custom action
D. a business rule
B
You import a managed solution that contains a custom entity named Loan.
Loan is enabled for customization.
You need to add a new field to the Loan entity.
What are two possible ways to achieve the goal? Each correct answer presents a complete solution.
A. Open the imported solution, locate the Loan entity, and then add the new field.
B. Create a new solution, add the existing Loan entity, and then add the new field.
C. Modify the Managed Properties of the Loan entity in the imported solution.
D. Open the default solution, locate the Loan entity, and then add the new field.
BD
A contractor is creating custom reports in your Microsoft Dynamics CRM database.
You need to prevent unnecessary access to sensitive account data.
Which security role should you assign to the contractor?
A. Global Administrator
B. Delegate
C. System Administrator
D. System Customizer
D
You have a user who must import a file every Monday.
The file contains contacts from events the user attended during the weekend.
The events are scheduled every weekend for the next 18 months.
You need to prevent duplicate contacts from being created when the user Imports the contacts. What should you do?
A. Create a real-time workflow.
B. Add a duplicate detection rule to the data map.
C. Schedule a duplicate detection job.
D. Apply a duplicate detection rule to the Import Data Wizard.
D
Your Dynamics CRM organization uses Dynamics CRM Online.
You need to assign a license for a new user.
What should you use?
A. the Microsoft Office 365 admin center
B. the Microsoft Azure Service Bus settings
C. the Dynamics CRM settings
D. the Active Directory Users and Computers console
A
You have a Dynamics CRM organization that contains a custom activity entity named TimeSheet.
You have a user named User1 who uses Dynamics CRM for tablets apps.
User1 can see the system activities in the app, but fails to see TimeSheet. You need to ensure that User1 can see TimeSheet.
What should you do?
A. Enable TimeSheet for mobile.
B. Configure the activity pointer for mobile.
C. Assign a security role to User1.
D. Configure the mobile express form for TimeSheet.
A
You have a Dynamics CRM Online organization.
You need to identify the maximum number of rollup fields that you can define for an entity by default.
What should you identify?
A. 5
B. 10
C. 30
D. 100
B
You have a Dynamics CRM organization that contains one business unit.
You create a new background workflow in CRM and you enable the workflow to run On Create.
You are the owner of the workflow.
After you activate the workflow, users report that the workflow fails to run after they create records.
You suspect that the workflow scope is configured incorrectly.
You need to identify which workflow scope prevents the workflow from running after the users create the records.
Which scope should you identify?
A. Business Unit
B. Organization
C. User
D. Parent: Child Business Units
C
You have a custom entity.
You need to add a date field that displays the date a user was hired.
You must ensure that the value in the field remains the same, regardless of the time zone in which the field is viewed.
What are two possible ways to configure the field? Each correct answer presents a complete solution.
A. Set the Behavior to User Local.
B. Set the Format to Date Only,
C. Set the Behavior to Time-Zone Independent.
D. Set the Behavior to Date Only.
CD
You receive leads that are generated from your company’s website.
Once the leads are in Dynamics CRM, they must be assigned to a specific CRM user based on the city from which the lead came, and then moved to the queue of the user. You plan to create a workflow to manage the process.
You need to identify which event should be used to trigger the workflow.
A. Record is assigned.
B. Record status changes.
C. Record is created.
D. Record is deleted.
C
You add a Roll up field to the Microsoft Dynamics CRM Account entity to calculate the sum of related Opportunity Estimated Revenue.
How frequently will Dynamics CRM automatically recalculate the Rollup field?
A. once every 12 hours
B. once every four hours
C. once a day
D. once an hour
A
You have a custom entity named Event Registration. Event Registration has a relationship with the contact entity.
You plan to add a field named Contact Phone to Event Registration.
You need to ensure that when a contact is added to an Event Registration record, the phone number of the contact is displayed in the Contact Phone field of the record. If the contact changes, the Contact Phone field must display the new phone number of the contact. What should you use?
A. a lookup field
B. a business rule
C. entity mapping
D. a calculated field
D
You have a custom entity named Entity1that has three activated business process flows named BPF1, BPF2 and BPF3.
You need to ensure that BPF2 is visible only to customer service representatives from the web client. What should you do?
A. Branch the process flow.
B. Configure security roles.
C. Edit the process scope.
D. Rename BPF2 to come before BPF1.
E. Edit the definition of Entity1.
B
You modify the Account form to contain the tabs configured and ordered as shown in the following table.
You need to identify which tabs will be displayed by default on Dynamics CRM for tablets. Which tabs should you identify?
A. only General. Address Info, and Reseller Info
B. only General, Address Info, Reseller Info, and Additional Info
C. only General, Details, Address Info, Reseller Info, and Additional Info
D. only General, Details. Address Info, and Reseller Info
A
You have a Dynamics CRM organization that contains the business units configured as shown in the following table.
You configure Businessunit2 to have the Default business unit as a parent.
You need to identify which business unit is now the parent of Businessunit4. Which business unit should you identify?
A. Default
B. Businessunit2
C. Businessunit3
D. Businessunit1
C
You use server-side synchronization for email in a Dynamics CRM organization.
An office assistant reports that he is unable to send email on behalf of his manager.
The manager can send and receive email as expected.
You need to ensure that the office assistant can send email on behalf of the manager. What should you do?
A. Instruct the office assistant to modify the Email settings in personal options.
B. Reconfigure the outgoing configuration settings for the mailbox of the assistant.
C. Edit the email server configuration.
D. Instruct the manager to modify the Email settings in personal options.
D
You are creating a business rule for the account records.
The business rule will perform an action if the record has Country set to the United States and City set to either Redmond or San Francisco.
You need to identify the minimum number of condition sets required to implement this logic. What should you identify?
A. 1
B. 2
C. 3
D. 4
B
The account of a user named User1 is assigned three security roles.
The security roles are defined as shown on the following tables
You need to identify which permissions to the account entity are assigned to User1. What should you identify? read & write delete
A. Read Organization Write User Delete None
B. Read Business Unit Write None Delete None
C. Read User Write Business Unit Delete User
D. Read User Write None Delete None
E. Read Organization Write Business Unit Delete User
E
You have a Dynamics CRM organization.
You set an option that contains the values configured as shown in the following table.
What is the default sort order of the labels?
A. Four, One, Three, Two
B. Two, One, Three, Four
C. One, Two, Three, Four
D. Two, One, Four, Three
B
