Microsoft Dynamics CRM

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QUESTION 1
You are adding a Personal Identification Number field to the contact entity.
Users should be able to add data to this field when a contact record is created
but should not be able to
read or modify it after the contact is created.
Which two actions should you perform? Each correct answer presents part of
the solution.
Choose two.
A. Enable field security on the Personal Identification Number field
customization.
B. In the users’ Security Role, grant an Organization level Create permission for
the Contact entity.
C. In the field security profile for the users, set the Personal Identification
Number Create permission to
Yes, the Update permission to Yes, and the Read permission to No.
D. In the field security profile for the users, set the Personal Identification
Number Create field permission
to Yes, the Update permission to No, and the Read permission to No.
Correct Answer: AD

QUESTION 2
All users in your organization share a security role named Contoso Employee.
The only current Account
form is assigned to that role and is configured as a fallback. The marketing
team has an additional security
role named Contoso Marketing, and your support team has an additional
security role named Contoso
Support.
You need to create a new form for the marketing team.
You have the following requirements:
The form must be the only form available to the marketing team. The support
team must have access to
this new form and the current form.
What should you do?
A. Assign the new form to Contoso Marketing and Contoso Support. Then
remove Contoso Employee
from the current form, and assign Contoso Support to it
B. Assign the new form to Contoso Support and Contoso Marketing, and
remove Contoso Employee from
the current form.
C. Assign the new form to the Contoso Marketing secunty role, and configure it
as the fallback. Then
remove Contoso Employee from the current form.
D. Assign the new form to Contoso Marketing, and configure it as the fallback.
Then add Contoso Support
to the current form after removing Contoso Employee.
Correct Answer: A

QUESTION 3
You are creating a new business process flow for a custom Event entity.
You create the new process and select business process flow from the
Category list but you cannot find
the Event entity in the Entity list.
What should you do?
A. Activate the new business process flow to refresh the Entity list
B. Save the new business process flow to refresh the Entity list.
C. Configure the entity to display in the Settings area, and then publish it
D. Configure the entity to enable business process flows, and then publish it
Correct Answer: D

QUESTION 4
You are a customer service manager. You create a personal dashboard that
contains one system chart
and two personal views.
You need to make this dashboard available to the rest of the organization.
What should you do?
A. Assign a security role to your dashboard, and then assign the security role to
the rest of the users or
teams in the organization.
B. Convert the personal dashboard to a system dashboard, and then publish it.
C. Share your personal dashboard and the two personal views with the rest of
the users or teams in the
organization.
D. Add your personal dashboard to a Solution and export it Re-import it as a
system dashboard.
Correct Answer: C

QUESTION 5
You create a new custom entity named Project. It has a lookup to Account.
You create a field that maps from the City field on the Account to the Location
field on the Project.
What should a user do to apply the mapping?
A. Create a new Account. From the Account create the new project.
B. Look up an existing Account. From the Account record, add an existing
project
C. Create a new Project. Using the Account lookup, select an existing Account.
D. Create a new Project. Using the Account lookup, create a new Account.
Correct Answer: A

QUESTION 6
You need to convert a personal chart to a system chart in Microsoft Dynamics
CRM?
What should you do?
A. Export the chart from the chart pane, and import it into the entity
customization chart area.
B. Create a solution that includes the personal chart and import the solution to
create the system chart.
C. Go to the entity customization, and recreate the chart as a system chart.
D. Share the chart with all other Dynamics CRM users to convert it to a system
chart.
Correct Answer: A

QUESTION 7
You want to add a drop-down list control on a form to present a fixed list of
choices to the user.
Which Data Type should you use?
A. Lookup
B. Option Set
C. Picklist
D. Multiple Lines of Text
Correct Answer: B

QUESTION 8
An Account record has an Option Set named Relationship Type.You need to
ensure that when the Relationship Type is not Customer, the Account Number
field does not
display.
What should you do?
A. Use business rules.
B. Create a dialog.
C. Create a real-time workflow.
D. Configure the business process flow.
Correct Answer: A

QUESTION 9
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
Correct Answer: AD

QUESTION 10
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.
Correct Answer: A

QUESTION 11
You add 20 new fields to the Lead entity in Microsoft Dynamics CRM. You also
add these fields to the
Account record.
You use the Generate Field Mappings feature to create the mappings between
the Lead and the Account.
Which two options does Dynamics CRM check to create the mappings? Each
correct answer presents part
of the solution. Choose two.
A. Field types
B. Schema names
C. Display names
D. Values on option sets
Correct Answer: AB

QUESTION 12
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.
Correct Answer: D

QUESTION 13
Users at your company do not need the No Orders in Last 6 Months option in
the public view accounts.
You need to remove this view from the list of views.
What should you do?
A. Deactivate the view from system settings.
B. Delete the view from the customizations area.
C. Deactivate the view from the customizations area.
D. Delete the view from system settings.
Correct Answer: C

QUESTION 14
You have a System View that contains all active accounts. You want a similar
view that also includes
inactive accounts.
You need to create a copy of the System View.
What should you do?
A. While viewing the System View, select Save As, and give the new view a
name.
B. When viewing the list of System Views for the Accounts, select Copy View,
and give the copy a name.
C. While editing the System View, select Save As, and give the new view a
name.
D. While editing the System View, select Copy View, and give the copy a name.
Correct Answer: C

QUESTION 15
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
Correct Answer: BDE

QUESTION 16
You need to create and save a business rule.Which component is required?
A. formula
B. property
C. description
D. action
Correct Answer: D

QUESTION 17
You are adding a calculated field to the account entity.
Which two fields can you include in the field calculation? Each correct answer
presents part of the solution.
Choose two.
A. Fields on a related quote
B. Fields on the account
C. Fields on a related opportunity
D. Fields on the related parent account
Correct Answer: BD

QUESTION 18
A user from the sales team is transitioning into the service department. The
user has both Sales
Representative and Customer Service Representative security roles.
The user’s default pane and default dashboard need to be set.
What should you do?
A. Change the user’s Business Unit to Customer Service, and then have the
user set the default pane and
dashboard in the user options.
B. Locate the user’s desired pane and dashboard in the Default Solution
components, and set it as the
default.
C. Recommend that the user set the default pane in the user options, open the
desired dashboard, and
set the dashboard as the default
D. Locate the user’s desired dashboard, and enable security roles for it. Assign
the Sales Representative
role to the dashboard.
Correct Answer: A

QUESTION 19
You create two Quick Create forms named Form1 and Form 2 for a new
custom entity and then publish
your changes. Form1 will be used in production, and Form2 is a backup.
You go to the top navigation bar to test the Quick Create form, but Form1 is not
available.
What should you do?
A. Change the form order for the Quick Create form set.
B. Activate the Quick Create forms.
C. Enable the Allow quick create property in the custom entity definition.
D. Increase the max width, in pixels, in form properties for the Quick Create
forms.
Correct Answer: C

QUESTION 20
In Microsoft Dynamics CRM, you create a custom Event entity tor storing
events and a custom Event Typeentity 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
Correct Answer: B

QUESTION 21
You create a new business process flow on the account entity for your inside
sales team. The business
process flow has four stages. The first stage contains three fields from the
account entity. All of these
fields are required in the business process flow, and one field is read-only
because of field security.
A salesperson reports that no one can move past the first stage.
You need to resolve this issue.
What should you do?
A. Create a security role that grants the inside sales team the ability to read and
update the account
entity.
B. Create a field security profile for the inside sales team that grants them the
ability to read all of the
fields in the first stage.
C. Create a field security profile for the inside sales team that grants them the
ability to update the read-
only field in the first stage.
D. Modify the existing inside sales team’s security role and mark the Activate
Business Process Flows
Miscellaneous Privilege.
Correct Answer: C

QUESTION 22
You are customizing Microsoft Dynamics CRM. You modify a sub-grid on the
Account form to display field
changes to a view from the Contact entity.
You publish the changes to the Account entity and then add all of the necessary
components to a solution.
You export the solution from the development environment, import it into the
production environment and
publish all changes.
Users report that they cannot see the changes made to the sub-grid view on the
Account form.
Which two actions would have prevented this problem? Each correct answer
presents a complete solution.
Choose two.
A. Creating the new solution as a managed solution before exporting from the
development environment
B. Publishing all components before exporting the solution from the
development environment
C. Publishing the contact entity before exporting the new solution from the
development environment
D. Scheduling the import and publishing of the solution in production to prevent
it from disrupting normal
system operation
Correct Answer: BC

QUESTION 23
You want to add a custom attribute for alphanumeric values. This attribute
should be displayed on the form
as multiline control.Which two Data Types should you use? Each correct
answer presents a complete solution.
Choose two.
A. Single Line of Text (Format: Text Area)
B. Lookup
C. Option Set
D. Multiple Lines of Text
Correct Answer: AD

QUESTION 24
A business services customer reports issues with a case entity.
You have two support tiers. Your support users are grouped by their tiers into
separate business units,
security roles, and teams.
You want to create a business process flow that is unique for each support tier,
with tier- specific fields and
stages on the case entity.
You do not want to allow your first-tier users to use the second-tier process flow.
What should you do?
A. Create two business process flows and two main forms. Enable one form for
each tier’s security role.
Then associate the corresponding business process flow with its form.
B. Create two business process flows. Assign the first support-tier security role
to the first- tier business
process flow only. Enable the second support-tier security role for both
business process flows.
C. Create two business process flows. Make the second-tier team the owner of
the second- tier business
process flow, and make the first-tier team the owner of the first-tier business
process flow.
D. Create one business process flow. Configure it with branches into two
separate stage paths,
depending on the business unit related to the user working on the case.
Correct Answer: B

QUESTION 25
A salesperson reports that quick find searches on accounts are taking too long.
Which two best practices should you suggest to the salesperson? Each correct
answer presents a
complete solution. Choose two.
A. Add a find field to the view.
B. Ensure there is not an asterisk (*) at the beginning of the search term.
C. Ensure there is an asterisk (*) at the beginning of the search term.
D. Create a personal view.
Correct Answer: BD

QUESTION 26
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.
Correct Answer: ABC

QUESTION 27
You need to create a solution file to import into another environment.
What are two possible ways to achieve this goal? Each correct answer presents
a complete solution.
Choose two.
A. Create a managed solution file by exporting an unmanaged solution as
Managed Solution.
B. Create an unmanaged solution file by exporting an unmanaged solution as
Unmanaged Solution.
C. Create a managed solution file by exporting a managed solution as
Managed Solution.
D. Create an unmanaged solution file by exporting a managed solution as
Unmanaged Solution.
Correct Answer: AB

QUESTION 28
You are performing an initial deployment of Microsoft Dynamics CRM. You
create a view named Local
Contacts.
You want this view to be the default view for all users.
What should you do?
A. From the customization area, select the System View, and select Set Default
B. Under system settings, configure the System View as default view for all
users.
C. While viewing the System View, put the view to set it as default for all users.
D. When creating the System View, select the Default View type before saving
the view.
Correct Answer: A

QUESTION 29
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
Correct Answer: BC

QUESTION 30
You are creating a custom entity named Transaction. This entity needs to be an
available activity that you
can create from the contact entity.
What should you do to configure the entity?
A. Create a 1:N relationship between the contact and transaction entities.
B. Check the Display inactivity menus check box on the transaction entity
customization form.
C. Check the Define as an activity entity check box on the transaction entity
customization form.
D. Check the Activities check box on the transaction entity customization form.
Correct Answer: C

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