CRM 365 Customization Flashcards
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. read, write, and delete permissions B. append, assign, and share permissions C. default sort order for results D. the widths of each column E. the columns to display
C. default sort order for results D. the widths of each column E. the columns to display
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. The name for existing custom entities that you add to a solution use the prefix that indicates the publisher. B. A new section dedicated to the publisher is added to the sitemap. C. Option sets that you create as part of the solution use the prefix that indicates the publisher. D. The name for custom entities that you create as part of the solution use the prefix that indicates the publisher.
C. Option sets that you create as part of the solution use the prefix that indicates the publisher. D. The name for custom entities that you create as part of the solution use the prefix that indicates the publisher.
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 B. When you remove the solution, all components items included in the solution are removed. C. You must define entity assets for every entity that you add to the solution. D. You must select a publisher for the solution
A. You cannot export the solution B. When you remove the solution, all components items included in the solution are removed.
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. Copies of security roles will be created automatically in the production environment B. The system security roles in production will be overwritten with the settings imported from the solution. C. Security roles cannot be imported D. The import will fail because system security roles cannot be overwritten by importing a solution.
B. The system security roles in production will be overwritten with the settings imported from the solution.
You need to display data that is referenced by a lookup field on a form. Which option should you use? A. Quick Find View B. Associated View C. Quick View D. Public View
C. Quick View
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 workflow to copy the phone number to a new field on the case when the contact changes. B. Use a quick view form to display the phone number. C. Use a web resource to query and display the phone number. D. Use field mapping during record creation to copy the phone number to a new field on the case.
B. Use a quick view form to display the phone number.
Which two form areas allow you to read from and write to all visible fields? Each answer presents a complete solution. A. Header B. Body C. Navigation D. Footer
A. Header B. Body
Which statement regarding ordering of items in the mobile navigation menu is True? A. Menu item placement is governed by mobile offline settings. B. Menu item placement is based on the site map. C. Most recently used entities appear first. D. Menu items are displayed in alphabetical order
B. Menu item placement is based on the site map.
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 form selector is available B. The first five tabs will display. C. Activities can be modified. D. Tabs do not have the expand and collapse capability. E. If business rules are changed while the mobile app is open, the app must be closed and reopened for those changes to apply.
B. The first five tabs will display. C. Activities can be modified. E. If business rules are changed while the mobile app is open, the app must be closed and reopened for those changes to apply.
Which two series aggregate functions are only available on numeric field data types? Each correct answer presents part of the solution. A. Count: Non-empty B. Count: All C. Avg D. Max
C. Avg D. Max
Which of the following chart types can be configured as an organization-owned chart but not as a user owned chart? A. bar and line B. tag or doughnut C. line and multi-series D. area and funnel
B. tag or doughnut
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, clear the Enable for mobile setting. B. On the Outlook and Mobile Settings pane for the Opportunity entity, configure the Organization data download filter. C. On the Opportunity entity, select the Tablet option for the Microsoft Dynamics 365 Read-only Grid setting. D. On the Opportunity entity, select the Read-only in mobile setting.
D. On the Opportunity entity, select the Read-only in mobile setting.
You create a custom field and set the requirement level to Business Required. For which scenarios is the requirement level enforced? A. A user creates a record through the web interface but the required field is not on the current form. B. A user creates a record by using one of the mobile clients. C. A developer creates a record by using custom code. D. A user creates a record by using the data import functionality.
B. A user creates a record by using one of the mobile clients.
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. B. The parent record cannot be deleted until all of the child records are first deleted. C. The child records are deleted and the link to the parent record shows as deleted. D. The child records are deleted along with the parent record.
A. The child records remain but the link to the parent record is removed.
What is the character limit for a Single Line of Text field? A. 1,000 B. 2,000 C. 4,000 D. 10,000
C. 4,000
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. Access Team B. Organization C. User or Team D. Owner
C. User or Team
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, ensure that all active status reason options have at least one value. B. Using status reason transitions, add a new active status reason to the current status reason for the case. C. Using status reason transitions, ensure that all inactive status reason options have at least one value. D. Using status reason transitions, add a new inactive status reason to the current status reason for the case.
B. Using status reason transitions, add a new active status reason to the current status reason for the case.
For which of the following scenarios can you delete an entity? A. The entity is custom and uses a system defined global option set. B. The entity is part of a managed solution and no other items are dependent upon the entity. C. The entity is part of an unmanaged solution and another unmanaged entity has a lookup field to D. The entity is system defined and no other items are dependent upon the entity
A. The entity is custom and uses a system defined global option set.
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 change the display name of a system entity B. the ability to reassign a system dashboard C. the ability to rename a web resource D. the ability to add forms to a custom entity
D. the ability to add forms to a custom entity
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. Connections B. Feedback C. Change Tracking D. Activities
C. Change Tracking
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. Create a new entity named Connection Role that allows staff to connect the Contact records for family members. B. Configure a 1:N relationship between the Contact entity and Relationship entity. C. Specify the Connection Roles that describe the relationship. D. Create a new Activity entity to describe the relationship.
C. Specify the Connection Roles that describe the relationship.
You create a custom entity. Records are created by users through the user interface, and through a 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. a background workflow B. JavaScript code on the record form C. a form-scoped business rule D. a calculated field
B. JavaScript code on the record form
Which statement regarding alternate keys is true? A. You can define only one alternate key per entity. B. Alternate keys are enforced when creating records through the user interface, and during data imports. C. You can use date and time fields as part of an alternate key. D. Alternate keys provide a warning if there is a matching record, but still allow the record to be saved.
B. Alternate keys are enforced when creating records through the user interface, and during data imports.
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. B. Set a default field value. C. Set the active business process flow (BPF) stage. D. Display an error message at the form level. E. Clear a field value.
A. Display an error message at the field level. B. Set a default field value. E. Clear a field value.
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. Export the workflow B. Set the workflow to required C. Publish the workflow D. Activate the workflow
D. Activate the workflow
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 is designated in the Execute As setting. B. The workflow will run in the security context of the system evaluating all conditions and taking all actions configured. C. The workflow will run in the security context of the workflow owner. D. The workflow will run in the security context of the user who triggered it.
D. The workflow will run in the security context of the user who triggered it.
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. For each stage, specify the step B. Add a workflow C. Use a composition D. Add a stage and specify the properties for each entity
D. Add a stage and specify the properties for each entity
You need to create a business process flow (BPF) that spans multiple entities. Which of the following statements is true? A. You can use entites that have N:N relationships B. The same entity cannot be used twice C. Relationships must exist between entities D. You can include a maximum of five entities
D. You can include a maximum of five entities
You create a business rule for the 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 B. The scope was set to Account C. A business rule is active. D. A business rule snapshot was successful
A. The scope was set to Entity C. A business rule is active.
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. synchronous workflow B. asynchronous workflow C. Microsoft Dynamics 365 dialogs D. business process flow (BPF)
A. synchronous workflow
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 B. An asynchronous workflow updates the record C. An asynchronous workflow creates a record D. The record is saved
A. The form loads
Which action can you perform by using a business rule? A. Subtract $5.00 from a currency field B. Clear a two options field C. Concatenate two text fields D. Add six days to a date field
A. Subtract $5.00 from a currency field
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 users in the same business unit as User B B. records owned by User A C. records owned by User B D. records owned by either User A or User B
B. records owned by User A
You are a subject matter expert for an insurance company. You have a complex business method that is used for settling and releasing claims. You need to create a process in 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) B. workflows C. custom actions D. dialogs
A. business process flow (BPF)
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. Add a global workflow composition component B. Select an on-demand workflow to run C. Add a stage specific workflow composition component D. Select a step to run
B. Select an on-demand workflow to run C. Add a stage specific workflow composition component
Which two of the following are valid security role permissions? Each correct answer presents a complete solution. A. Deactivate B. Share C. Edit D. Append
B. Share D. Append