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Dynamics 365 716 > 716 - Q&A only > Flashcards

716 - Q&A only Flashcards

1
Q

You are creating a set of system views. Which three options can you configure for the views? Each correct answer presents a complete solution.

A

default sort order for results

the widths of each column

the columns to display

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2
Q

You create a Publisher and add entities to a solution. What are two outcomes of this action? Each correct answer presents a complete solution.

A

Option sets that you create as part of the solution use the prefix that indicates the publisher.

The name for custom entities that you create as part of the solution use the prefix that indicates the publisher.

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3
Q

Which two statements are exclusive to managed solutions and not unmanaged solutions? Each correct answer presents part of the solution.

A

You cannot export the solution.

When you remove the solution, all components items included in the solution are removed.

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4
Q

You export five modified system security roles from a development environment as an unmanaged solution. You move the solution into a production environment. Which of the following statements is true regarding the import of the unmanaged solution?

A

The system security roles in production will be overwritten with the settings imported from the solution.

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5
Q

You need to display data that is referenced by a lookup field on a form. Which option should you use?

A

Quick View

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6
Q

You add a lookup for contacts to the case form. You need to display the most recent primary phone number for a contact on the case form while minimizing administrative effort. What should you do?

A

Use a quick view form to display the phone number.

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7
Q

Which two form areas allow you to read from and write to all visible fields? Each answer presents a complete solution.

A

Header

Body

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8
Q

which statement regarding . ordering of items in the mobile navigation menu is True?

A

Menu item placement is based on the site map.

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9
Q

Which three statements regarding form design or behavior for the mobile phone or tablet application are true? Each correct answer presents a complete solution.

A

The first five tabs will display.

Activities can be modified.

If business rules are changes while the mobile app is open, the app must be closed and reopened for those changes to apply.

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10
Q

Which two series aggregate functions are only available on numeric field data types? Each correct answer presents part of the solution.

A

Avg

Max

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11
Q

Which of the following chart types can be configured as an organization-owned chart but not as a user owned chart?

A

tag or doughnut

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12
Q

A customer reports that their sales support staff is taking too much time updating the probability on opportunities. You must display an Editable Grid control when users view the Opportunity entity from the web. You must display a read-only grid when users view opportunities on a tablet device. What should you do?

A

On the Opportunity entity, select the Read-only in mobile setting.

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13
Q

You create a custom field and set the requirement level to Business Required. For which of the scenarios is the requirement level enforced?

A

A user creates a record by using one of the mobile clients.

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14
Q

You configure a 1:N relationship between two entities and set the cascade rule for deletion to Referential. What effect does deleting the parent record have on any child records?

A

The child records remain but the link to the parent record is removed.

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15
Q

What is the character limit for a Single Line of Text field?

A

4,000

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16
Q

You need to create a custom entity to host records that are owned by salespeople in the organization. Which entity type should you use?

A

User or Team

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17
Q

You enable status reason transitions for the case entity. You cannot reactivate a case due to an issue with the current status reason. You need to correct the issue. What should you do?

A

Using status reason transitions, add a new active status reason to the current status reason for the case.

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18
Q

For which of the following scenarios can you delete an entity.

A

The entity is custom and uses a system defined global option set.

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19
Q

You are designing a managed solution that will be deployed to another part of the business. Users may want to customize specific parts of the solution after the solution is installed. Which capability represents a managed property that users can configure?

A

the ability to add forms to a custom entity

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20
Q

You have a Microsoft Dynamics 365 environment. You create and deploy a custom entity. Which property can you turn off after enabling the property

A

Change Tracking

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21
Q

You are implementing Microsoft Dynamics 365 for a medical center. You need to implement the Connection functionality of Microsoft Dynamics 365 to display family relationships between patients. What should you do?

A

Specify the Connection Roles that describe the relationship

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22
Q

You create a custom entity. Records are created by users through user interface, and through backend Integration. You must combine two fields to populate a new field that will replace the name field on the entity. You need to ensure that the new field displays a result immediately after a new record is saved. What should you use?

A

JavaScript code on the record form

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23
Q

Which statement regarding alternate keys is true?

A

Alternate keys are enforced when creating records through the user interface, and during data imports.

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24
Q

Which three actions can you perform by using business rules? Each correct answer presents a complete solution.

A

Display an error message at the field level

Set a default field value

Clear a field value

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25
Q

You create a workflow that automatically sends an email when a condition is met. The staff reports that emails are not been sent as expected. You need to correct the issue. What should you do?

A

Activate the workflow

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26
Q

You create an asynchronous workflow that runs on demand. Which statement is true?

A

The workflow will run in the security context of the user who triggered it.

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27
Q

You are implementing a Lead to Quote business process. The process will update the Lead Account, Contact, and Quote entities. You need to create a business process flow (BPF) that spans the entities. What should you do?

A

Add a stage and specify the properties for each entity.

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28
Q

You need to create a business process flow (BPF) that spans multiple entities. Which of the following statements is true?

A

You can include a maximum of five entities

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29
Q

You create a business rule for Account entity. The business rule must fire when you import account records. Which two conditions must be true? Each correct answer presents a complete solution.

A

The scope was set to Entity

A business rule is active

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30
Q

You are implementing a new business process. The system must send a notification to the manager 24 hours after an opportunity is created based on the date of the next best action. Which type of workflow should you implement?

A

asynchronous workflow

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31
Q

You create a business rule for the Case entity and set the scope to Case. Which action will cause the business rule to run?

A

The form loads

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32
Q

Which action can you perform by using a business rule? Each correct answer presents a complete solution.

A

Subtract $5.00 form a currency field

Add six days to a date field

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33
Q

You create a workflow and set the scope to User (default). User A owns the workflow. User B is making bulk changes on records that will trigger the workflow. Which records will this workflow affect?

A

records owned by User A

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34
Q

You are a subject matter expert for an insurance company. You have a complex business method that is used for setting and releasing claims. You need Microsoft Dynamics 365 to assist team members with the claims settlement process. You must limit this process to team members that have a specific security role. What should you implement?

A

business process flow (BPF)

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35
Q

When a business process flow (BPF) enters a specific stage, you need to run a workflow. Which two actions should you perform? Each correct answer presents part of the solution.

A

Select an on-demand workflow to run

Add a stage specific workflow composition component

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36
Q

Which two of the following are valid security role permissions? Each correct answer presents a complete solution.

A

Share

Append

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37
Q

You need to ensure that users can save private documents in Microsoft OneDrive for Business folders within Microsoft Dynamics 365. Which two actions should you perform? Each correct answer presents part of the solution.

A

Configure server-based integration for Microsoft Dynamics 365 and Microsoft SharePoint Online.

Ensure that users have Microsoft OneDrive for Business and SharePoint licenses

38
Q

For which three scenarios can you enable duplicate detection? Each correct answer presents a complete solution.

A

when Microsoft Dynamics 365 Outlook noted from offline to online

when a record is created of updated

during data import

39
Q

You create a new custom entity and add it to the sitemap. System administrators can see the custom entity. Users report that they cannot see the custom entity. You need to ensure that users can see the custom entity. What should you do?

A

Grant appropriate security roles access to the custom entity

40
Q

You have a Microsoft Dynamics environment. You plan to configure folder-level tracking. Which two statements are true? Each correct answer presents a complete solution.

A

Each user can create a maximum of 25 folders in their inbox.

You cannot change the regarding object unless you remove the email from tracked folders

41
Q

You need to configure Microsoft OneNote integration for an organization’s Microsoft Dynamics 365 case entity. Which two components should you enable? Each correct answer presents part of the solution.

A

document management for entity

server-based Microsoft SharePoint integration

42
Q

You have a Microsoft Dynamics 365 tenant. You plan to implement Microsoft Office 365 Groups. You need to ensure that all Office 365 Group features are available. Which three actions should you perform? Each correct answer presents part of the solution.

A

Configure a Microsoft Exchange Online mailbox for each Microsoft Dynamics 365 user

Enable the ISV Extensions security privilege

Enable server-based Microsoft SharePoint in Microsoft Dynamics 365

43
Q

Your organization has a custom entity that contains 25 records. A specific group of users needs access to the records. You need to ensure that only specified users can access the records and that you can manage access from one place. What should you do?

A

Add the users to access teams. Grant the teams read and write access for each of the custom entity records.

44
Q

You plan to implement a server-based integration between Microsoft Dynamics 365 and SharePoint Online. Which two statements are true? Each correct answer presents a complete solution.

A

You only need to sign in to Microsoft Dynamics 365 to access documents stored in SharePoint

Users can create folders in Microsoft Dynamics 365

45
Q

You are configuring auditing for Microsoft Dynamics 365. Which two operations can you audit? Each correct answer presents a complete solution.

A

Create, update, and delete records

Create an association between records

46
Q

You administer a Microsoft Dynamics 365 environment for a company. You need to prevent one specific employee from synchronizing data by using Microsoft Dynamics 365 for Outlook without preventing the employee from using Microsoft Dynamics 365 for Outlook. What should you do?

A

Set the Sync to Outlook settings to None Selected for the individual’s security role

47
Q

You need to install the Microsoft Dynamics 365 App for Outlook on your device. What should you do?

A

In Settings, open Apps for Dynamics 365

48
Q

You need to provide users that have the Sales Manager security role access to multiple business process flows (BPFs). Which two statements regarding role driven BPFs are true?

A

If a user does not have access to the current process that is applied to a record, options will be disabled.

49
Q

You need to create a process that prompts users with questions and captures their answers. Which process type should you use?

A

dialog

50
Q

What is the total number of If-Else conditions that you can add to a business rule?

A

10

51
Q

You need to create a business rule for the account entity that runs both client and server side. Which business rule scope should you use?

A

Entity

52
Q

What three statements regarding actions are true? Each correct answer presents a complete solution.

A

Actions can be invoked from a custom client application that uses Microsoft Dynamics 365

Actions can be invoked from JavaScript within application

You can invoke actions from a workflow or dialog without writing code

53
Q

Which three actions can you add to a workflow. Each correct answer presents part of the solution

A

Create Record

Update Record

Assign Record

54
Q

Which two features are only available for real-time workflows?

A

Start before a record is assigned

Run as the user who made changes to the record

55
Q

You create a business rule. Which action can you perform?

A

Show an error message when a condition is met

56
Q

You are implementing a new business process flow (BPF) in Microsoft Dynamics 365. You specify a name and the primary intent for the BPF, and define the stages and conditions. You need to configure the composition. Which two options can you configure? Each correct answer presents a complete solution.

A

Workflows

Steps

57
Q

You create a business rule for the Account entity. The business rule must run when you import account records. Which two conditions must be true? Each correct answer presents a complete solution

A

The scope was set to Entity

A business rule is active

58
Q

You have a business process named Know Your Customer. Employees use this business process to capture key information about customers. You must implement a business process flow (BPF) in Microsoft Dynamics 365 that represents this business process. You specify the name for the BPF as well as the stage names, entities, and stage category that BPF will use. You need to complete the BPF implementation. Which three additional components can you configure? Each answer presents part of the solution

A

Step Required

Step Display Names

Data Fields

59
Q

You have an environment that includes Microsoft Dynamics 365 and Exchange Online. Email messages between Microsoft Dynamics and Exchange are synchronizing correctly. You need to ensure that appointments, contacts, and tasks are synchronized. What are the two possible ways to achieve this goal? Each correct answer presents a complete solution.

A

Configure the default synchronization method for appointments, contacts, and tasks to use server-side synchronization

Configure the default synchronization method for appointments, contacts, and tasks to use Microsoft Dynamics 365 for Outlook

60
Q

You implement Microsoft Office 365 groups for a company. You need to ensure that all members of a specific security role can see and use an Office 365 group. Which privilege should you assign to the security role?

A

ISV Extensions

61
Q

You manage Microsoft Office 365 and Microsoft Dynamics 365 for a company. Some Office 365 users do not have a Microsoft Dynamics 365 license. You need to ensure that all users can see tasks that are associated with a Microsoft Dynamics 365 opportunity record. What should you implement?

A

Microsoft OneNote integration

62
Q

You add a new entity named Parts to Microsoft Dynamics 365. You need to grant all users that have the Salesperson security role read access to the Parts entity. Which tab of the Security Role pane should you use?

A

Custom Entities

63
Q

Users need to be able to embed Microsoft PowerBI visuals into personal dashboard. What should you do?

A

Enable PowerBI visualization embedding

64
Q

You enable folder-level tracking functionality for all users. A user named User1 creates a folder named Dynamics 365 underneath her inbox. User1 moves emails into the Dynamics 365 folder. They report that the emails are not being tracked. You need to resolve the issue. What should you do?

A

Instruct the user to create a folder tracking rule.

65
Q

You assign security roles to an owner team and each user on the team. What effect does the security role that is assigned to the team have on the individual team members?

A

The user is granted the least restrictive permissions of the two roles

66
Q

You need to enable auditing for the account entity. Which two actions should you perform? Each correct answer presents part of the solution.

A

Start auditing

Enabled auditing for common entities

67
Q

You need to use Theme settings to customize the Microsoft Dynamics 365 user interface for a customer. Which three actions can you perform? Each correct answer presents a complete solution.

A

Adjust accent colors including hover and selection colors

Change the logo and navigation colors

Provide entity-specific coloring

68
Q

You need to grant users the ability to read all accounts in Microsoft Dynamics 365. Which access level should you apply to the Read permission for the Account entity?

A

Organization

69
Q

A sales team member creates a chart. You need to make the chart available to all members of the sales team. What should you do?

A

Ask the team member to share the chart with other sales team members

70
Q

You install an unmanaged solution named Solution A that has a dependency on another unmanaged solution named Solution B. What is the outcome when you attempt to uninstall Solution B

A

The container for Solution B is removed, but all its components remain

71
Q

To which three data types can you add a custom control? Each correct answer presents a complete solution

A

Date and time

Single line text

Lookup

72
Q

Which form type is used by the Microsoft Dynamics 365 for tablets app?

A

Main

73
Q

You added a custom field to the Account entity. The field type is single line of text. You set a 500 character limit. You need to add the field as a custom on the Active Accounts view. What is the maximum width in pixels (px) that you can specify for this column?

A

300px

74
Q

Which component can you add to a solution?

A

Processes

75
Q

Which two components can you export as part of a solution? Each correct answer presents a complete solution.

A

Web resources

Connection Roles

76
Q

Which two chart types can you combine with another chart type? Each correct answer presents a complete solution.

A

Line

Column

77
Q

You are a Microsoft Dynamics 365 administrator for a real estate company. The sales team wants to use mobile devices to update opportunities and gain insights about customers while they are out of the office. You need to instruct the sales team on how to install mobile apps for Microsoft Dynamics 365. To which two locations should you direct the sales team members? Each correct answer presents a complete solution

A

the Settings (Personal Options) pane in Microsoft Dynamics 365

the Apple iTunes App Store, Google Play App Store, or Windows Store

78
Q

The receptionist for a company needs to quickly capture basic information regarding visitors. You configure several different quick create forms for the Visitor entity. The receptionist reports that only one of the quick create forms displays. Why are the other quick create forms not showing?

A

You can only show one quick create form per entity

79
Q

You can access teams to assign security permissions. Which of the following statements is true?

A

Permissions are defined by an access team template that is associated with each record

80
Q

You need to display data that is referenced by a look up field on a form. Which option should you use?

A

Quick View

81
Q

Which two entity properties can you disable on a system entity?

A

Access Teams

Allow quick create

82
Q

You create an organization-owned custom entity. You need to ensure that users can see the custom entity while minimizing the permissions that you grant users. What should you do?

A

Grant the appropriate security roles user-level access to the custom entity

83
Q

You plan to create a field for an entity to capture data in a consistent format. When a user adds a record for the entity, the choices provided to the user for the field often change or become outdated. The choices must not be available for new records. You need to create the field while minimizing the administrative overhead to maintain the field. Which field type should you use?

A

local option set

84
Q

You need to add the status reason Duplicate to the status value Cancelled for the case entity. What should you do?

A

Add the value to the Cancelled list of the Status Reason field

85
Q

You plan to integrate data from an external system into Dynamics 365. You need to create a Microsoft Dynamics 365 field to use for matching records from the external system. What should you create?

A

alternate key

86
Q

Which two field types can you configure as rollup fields? Each correct answer presents a complete solution

A

date and time

decimal number

87
Q

For which of the following scenarios can you delete an entity?

A

The entity is custom and uses a system-defined global option set

88
Q

You plan to delete a custom entity from an unmanaged solution. Which of the following statements is true?

A

You must remove any dependencies with other objects

89
Q

You plan to use entity mapping to replicate data from a text field between two related entities. For which scenario can you replicate data?

A

The length of the source field is smaller than the destination field

90
Q

Your company rents tools and machines to customers. You create a custom entity named Equipment to track the tools and machines. You need to show hierarchical relationships between various pieces of equipment. How should you configure the relationship?

A

Create a self-referential relationship and configure hierarchy settings

91
Q

You need to create a hyperlink field to capture the URL for a contact’s LinkedIn profile. Which data type should you use for the field?

A

single line of text

92
Q

A group of users must be able to associate a time zone with a record. You need to implement the required functionality by using native Microsoft Dynamics 365 features. Which field type should you use?

A

whole number

Dynamics 365 716 (3 decks)

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