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Customization CRM 2013 > Customization and Configuration > Flashcards

Customization and Configuration Flashcards

1
Q

A custom entity is no longer required. What should you do before deleting the entity?

A. Remove the entity from any required security roles.

B. Check whether the entity has any dependencies.

C. Reassign all the records in the entity.

D. Change the entity ownership to Organization.

A

B. Check whether the entity has any dependencies.

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2
Q

You are creating a customized Solution for a conference. Each conference attendee can register for multiple sessions, and each session can have multiple registered attendees. Attendees complete surveys after each session. Surveys have custom fields.

Which relationship type should you use between attendees and session registrations to track surveys?

A. One-to-many (1:N) from session registration to attendee

B. One-to-many (1:N) from attendee to session registration

C. Native many-to-many (N:N) between attendee and session registration

D. Manual many-to-many (N:N) between attendee and session registration

A

D. Manual many-to-many (N:N) between attendee and session registration

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3
Q

You need to add a new custom entity to a Microsoft Dynamics CRM database. Which three actions can you perform to achieve this goal? Each correct answer presents a complete solution.

A. Execute a workflow.

B. Import a Solution.

C. Run a dialog.

D. Create a new entity in the default Solution.

E. Import data.

A

A. Execute a workflow.

B. Import a Solution.

D. Create a new entity in the default Solution.

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4
Q

What type of relationship exists between the Marketing List entity and the Contact entity?

A. One-to-many (1:N)

B. Many-to-one (N:l)

C. Native many-to-many (N:N)

D. Manual many-to-many (N:N)

A

C. Native many-to-many (N:N)

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5
Q

You are using Microsoft Dynamics CRM Online. You plan to create an entity named Project. The Project entity will have 15 custom fields. Which two properties can you change after you create the entity?

Each correct answer presents a complete solution.

A. Ownership

B. Number of fields

C. Define as activity entity

D. Display Name

A

B. Number of fields

D. Display Name

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6
Q

You are creating a custom entity. Which three communication and collaboration features can be disabled after they are enabled?

Each correct answer presents a complete solution.

A. Sending email

B. Access Teams

C. Document management

D. Mail merge

E. Notes

A

A. Sending email

B. Access Teams

D. Mail merge Explanation:

Ref:http://msdynamicscrmblog.wordpress.com/2013/11/11/entity-options-indynamics- crm-2013/

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7
Q

You customize the Lead entity by adding a country option set that is automatically populated for records created by a third-party website. You map the country option set in the Lead entity to a country option set in the Contact entity. When you create a Contact record, what happens if the option set value specified in the Lead does not exist in the Contact country option set?

A. The text label and integer value for the country are copied from the Lead country option set to the Contact country option set.

B. The text label for the country is copied from the Lead country option set to the Contact country option set and a new integer value is assigned.

C. The country is copied to the Contact record but not added to the Contact country option set.

D. The country field in the Contact record is left blank.

A

B. The text label for the country is copied from the Lead country option set to the Contact country option set and a new integer value is assigned.

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8
Q

When auditing is enabled, which statement about field auditing is true?

A. Field auditing properties can be set for only one field at a time.

B. Auditing can be turned on or off for a field at any time.

C. Auditing can be turned on for a custom field only while creating the field.

D. Field-level audit properties can be used to create exceptions for an entity that is not enabled for auditing.

A

B. Auditing can be turned on or off for a field at any time.

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9
Q

A user is editing an Account entity for the first time. The Address 1: Address Type of Account field contains four options, in this order: Bill To Ship To Primary Other The user deletes the Ship To and Other options, adds an option named Secondary, and then saves and publishes the record. What are the default values of the options in the record?

A. 1; 3; 100,000,001

B. 0000001; 0000003; 1000001

C. 1:3:5

D. 1;2;3

E. 1; 3; 100,000,000

A

E. 1; 3; 100,000,000

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10
Q

Which three values are valid Field Requirement property values in Microsoft Dynamics CRM? Each correct answer presents a complete solution.

A. System Recommended

B. Business Recommended

C. Business Required

D. System Required

E. No Constraint

F. Optional

A

B. Business Recommended

C. Business Required

F. Optional

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11
Q

You need to ensure that only the fields displayed on a specific form appear in Advanced Find search results. In which element should you define the Searchable property?

A. On the form.

B. In Advanced Find.

C. On the field.

D. On the entity.

A

C. On the field.

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12
Q

You need to create a custom field that supports automatic dialing through Microsoft Lync. Which field data type and format should you use?

A. Single Line of Text field with Text Area format

B. Lookup field with Text format

C. Whole Number field with Phone format

D. Single Line of Text field with Phone format

A

D. Single Line of Text field with Phone format

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13
Q

The Product entity currently displays one product image. How many ADDITIONAL image fields can you create in the Product entity?

A. 0

B. 1

C. 2

D. An unlimited number

A

A. 0

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14
Q

You need to automatically process client-side logic before saving records. What should you use?

A. a dialog

B. a workflow

C. a plug-in

D. a business rule

A

D. a business rule

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15
Q

What is the maximum number of stages a business process can contain?

A. 5

B. 10

C. 20

D. 30

A

D. 30

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16
Q

For which of the following can you set the scope of a business rule?

A. a specific user

B. a specific view

C. a specific mobile form

D. a specific resource group

A

C. a specific mobile form

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17
Q

What defines the form or forms to which a specific business rule is applied?

A. Logic

B. Action

C. Scope

D. Condition

A

A. Logic

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18
Q

Which statement about business rules is true?

A. If a business rule references a field that is not on a form, Microsoft Dynamics CRM displays an error.

B. Business rules can be configured for all forms of an entity.

C. Business rules run each time any field value changes.

D. Business rules run when a form is opened and each time the form is saved.

A

B. Business rules can be configured for all forms of an entity.

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19
Q

How should you control access to business process flows?

A. Assign the business process flows to forms.

B. Enable the business process flows for security roles.

C. Assign the business process flows to users.

D. Enable the business process flows for teams.

A

B. Enable the business process flows for security roles.

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20
Q

Which action can you perform with a Lookup view?

A. Create a new view based on the Lookup view.

B. Delete the Lookup view.

C. Customize the Lookup view.

D. Set the Lookup view as the default view.

A

C. Customize the Lookup view.

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21
Q

What is the maximum number of sort levels that can be set on a view?

A. 1

B. 2

C. 3

D. 4

A

B. 2

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22
Q

You create a view on Opportunities that includes fields from the parent Account entity.You add the columns described in the following table to the view.

City | Account

State | Account

Est. Revenue | Opportunity

Est. Closing Date | Opportunity

By which two fields can you sort the Opportunities? Each correct answer presents a complete solution.

A. State

B. Est.Revenue

C. Est.Closing Date

D. City

A

B. Est.Revenue

C. Est.Closing Date

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23
Q

You need to add a subgrid to the Account form and display associated Contact data in the

subgrid.Which view should you use?

A. List Members View

B. Lookup View

C. Active Contacts Subgrid View

D. Associated View

A

C. Active Contacts Subgrid View

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24
Q

How do you specify the searchable columns in the Quick Find search box of the main grid for an entity?

A. In the Quick Find View of the entity, click the Add Find Columns task.

B. In the Quick Find view of the entity, click the Add View Columns task.

C. Add the searchable columns to the Current view for the entity.

D. Add the searchable columns to the default Public view for the entity.

A

A. In the Quick Find View of the entity, click the Add Find Columns task.

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25
Q

You create a public view on the Opportunity entity.

Accounts that are associated with Opportunities are divided into districts.The districts are identified in the Account District field.

You need to ensure that the view can display Opportunity records for only a specific district. What should you do?

A. Add the Account District field to the view.

B. Create a one-to-many (1:N) relationship between the Account and Opportunity entities.

C. Add the Account District field to the view filter criteria.

D. Create a view of the Account entity that filters by district.

A

C. Add the Account District field to the view filter criteria.

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26
Q

Which elements CANNOT be included in a system dashboard?

A. Personal charts

B. Web Resources

C. IFrame elements

D. System charts

A

A. Personal charts

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27
Q

You are exporting a chart. Which three elements does the definition file include? Each correct answer presents a complete solution.

A. Chart version

B. Data sort order

C. Application version

D. Chart GUID

E. Data fields

A

B. Data sort order

D. Chart GUID

E. Data fields

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28
Q

You are creating a dashboard that includes a List component.Which statement about the dashboard is true?

A. You can select multiple records in the list at the same time.

B. You can filter the list entries.

C. You can display a chart within the List component.

D. You can add items to the list.

A

D. You can add items to the list.

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29
Q

You export a system chart as an XML file. You need to import the chart as a personal chart. Which three actions must you perform? Each correct answer presents part of the solution.

A. Update the intended user’s security role to allow access to the chart.

B. Provide a name and description for the imported chart.

C. Select the chart definition file.

D. Navigate to the entity with which the chart will be associated, open the Chart Designer tool, and click Import Chart on the More Commands menu.

E. Delete the system GUID from the chart definition file.

A

B. Provide a name and description for the imported chart.

C. Select the chart definition file.

D. Navigate to the entity with which the chart will be associated, open the Chart Designer tool, and click Import Chart on the More Commands menu.

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30
Q

You need to create a system chart by using a field from a parent entity. What should you do first?

A. In the Horizontal (Category) Axis area, select related records and then select the field from that record.

B. Create a personal view that has the relevant parent entity field as a column.

C. Create a system view that has the relevant parent entity field as a column.

D. In the Legend Entries (Series) area, select related records and then select the field from that record.

A

C. Create a system view that has the relevant parent entity field as a column.

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31
Q

For which security role does Microsoft Dynamics CRM automatically create a Field Security Profile?

A. System Administrator

B. Sales Manager

C. CEO-Business Manager

D. System Customizer

A

A. System Administrator

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32
Q

You are reassigning a Business Unit to a different parent.

What happens to the inherited security roles within the Business Unit that you are moving?

A. The inherited security roles are merged into security roles that have the same name in the new Business Unit structure.

B. The inherited security roles are removed from the Business Unit.

C. The inherited security roles are moved with the Business Unit.

D. You must manually select the inherited security roles that you want to copy to the new Business Unit structure.

A

B. The inherited security roles are removed from the Business Unit.

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33
Q

Which privileges are required to add a note to a case?

A. Append Note and Append To Case

B. Append Case and Append To Note

C. Write Note and Assign Case

D. Write Case and Assign Note

A

A. Append Note and Append To Case

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34
Q

Which three permissions can be applied to fields by using field-level security? Each correct answer presents part of the solution.

A. Write

B. Delete

C. Read

D. Create

E. Update

A

C. Read

D. Create

E. Update

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35
Q

At which three levels can you control auditing in Microsoft Dynamics CRM? Each correct answer presents a complete solution.

A. Organization

B. Team

C. Business Unit

D. Field

E. Entity

A

A. Organization

D. Field

E. Entity

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36
Q

What is the effect on users within a Business Unit when that Business Unit is disabled?

A. Users cannot access Microsoft Dynamics CRM.

B. Users have read-only access to Microsoft Dynamics CRM.

C. Users are automatically moved to the parent Business Unit of the disabled Business Unit

D. Users are not affected.

A

A. Users cannot access Microsoft Dynamics CRM.

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37
Q

Which two statements about Solutions are true? Each correct answer presents a complete solution.

A. A Solution created in Microsoft Dynamics CRM 2013 can be imported into a Microsoft Dynamics CRM 2011 database.

B. Deleting a managed Solution deletes all the Solution components, including the data.

C. You cannot export a managed Solution.

D. An unmanaged Solution can be published as a managed Solution.

A

C. You cannot export a managed Solution.

D. An unmanaged Solution can be published as a managed Solution.

38
Q

You are creating a Solution to manage Microsoft Dynamics CRM customizations. You need to specify the version number.

What is the correct format for the version number?

A. major.minor.build.revision

B. build.major.minor.revision

C. major.build.minor.revision

D. build.revision.major.minor

A

A. major.minor.build.revision

39
Q

Which action can you perform by using a Microsoft Dynamics CRM Solution?

A. Back up a database.

B. Compile source code and protect intellectual property.

C. Move customizations from one database to another database.

D. Add new users to a database.

A

C. Move customizations from one database to another database.

40
Q

Which components can you add to a Solution?

A. Custom Business Units

B. Goal records

C. .Jpg Web Resources

D. Products from the product catalog

A

C. .Jpg Web Resources

41
Q

Which statement about the modification of Microsoft Dynamics CRM Solutions is true?

A. The terms “customization” and “configuration” can be used interchangeably.

B. Having an external partner perform customizations reduces the number of requirements that must be met by the customizations.

C. Customizing Microsoft Dynamics CRM often requires the use of third-party development tools.

D. Extending Microsoft Dynamics CRM is constrained by the capabilities of the user interface.

A

A. The terms “customization” and “configuration” can be used interchangeably.

42
Q

Which action represents customization or configuration rather than extension or development?

A. Create an entity and attributes to support a complex Foreign Exchange business process.

B. Create a plug-in to check Account limits when creating an Opportunity.

C. Create an XML feed to support real-time currency updates.

D. Create a simple JavaScript Web Resource to dynamically change the font color of negative currency values.

A

C. Create an XML feed to support real-time currency updates.

43
Q

You create two Quick Create forms on the Lead entity.The Quick Create forms are for different teams that process Leads for different product groups.

Which factor controls the Quick Create form that is available to each user?

A. The form order of the Quick Create form set

B. The business process flow

C. The activation status of each Quick Create form

D. Security roles

A

A. The form order of the Quick Create form set

44
Q

In the Form Editor, which two navigation group-related actions can you perform? Each correct answer presents a complete solution.

A. Create a navigation group.

B. Move items from one navigation group to another.

C. Rename a navigation group.

D. Delete a navigation group.

E. Hide a navigation group from a security role.

A

B. Move items from one navigation group to another.

C. Rename a navigation group.

45
Q

You need to display data from a related entity on a form by using a subgrid. Which two components can you use to display the view? Each correct answer presents a complete solution.

A. a chart

B. a dashboard

C. a list

D. a report

A

A. a chart

B. a dashboard

46
Q

Which components can a Quick Create form contain?

A. Four columns

B. IFrames

C. Spacers

D. Three tabs

A

C. Spacers

47
Q

Which statement about working with forms in the Microsoft Dynamics CRM for tablets client is true?

A. Users can switch forms in the tablet client.

B. The tablet client displays the first 20 subgrids of a form.

C. The tablet client displays the first 5 tabs of a form.

D. The tablet client displays Bing maps.

A

C. The tablet client displays the first 5 tabs of a form.

48
Q

You are creating a form that is dependent on responsive design.You implement the design by using tabs.The first tab has four columns. What is the minimum number of columns the form will display in any window width?

A. 1

B. 2

C. 3

D. 4

A

A. 1

49
Q

You are creating a custom entity.

What metadata is added by default to the entity?

A. business rules

B. announcements

C. charts

D. fields

A

D. fields

50
Q

You deploy a managed Solution that includes a custom entity named Job History.The Contact entity of the Solution includes several custom fields.

You plan to delete the managed Solution.

What data will be deleted or removed when you delete the Solution?

A. All data in the Job History entity and the Contact entity.

B. Only data in the Job History entity.

C. Only data in the custom fields of the Contact entity.

D. All the data in the Job History entity and in the custom fields of the Contact entity.

A

D. All the data in the Job History entity and in the custom fields of the Contact entity.

51
Q

Which document within the Microsoft Dynamics CRM Implementation Guide is new for Microsoft Dynamics CRM 2013?

A. Administration Guide

B. Customization Guide

C. Planning Guide

D. Installing Guide

A

B. Customization Guide

52
Q

You are planning an enterprise implementation of Microsoft Dynamics CRM.

Which tool provides sample code to support the configuration and customization of Solutions?

A. A third-party data import tool

B. Microsoft Dynamics CRM 2013 for Microsoft Outlook

C. Microsoft Dynamics CRM 2013 Software Development Kit

D. Microsoft Visual Studio 2013

A

C. Microsoft Dynamics CRM 2013 Software Development Kit

53
Q

Which two components can be added to a Solution? Each correct answer presents a complete solution.

A. Web Resource

B. Security Role

C. Business Unit

D. Team

A

A. Web Resource

B. Security Role

54
Q

Which three actions must you perform to display the Access Team members for a specific entity on the entity form? Each correct answer presents part of the solution.

A. Add a subgrid to the entity form.

B. Create an Access Team Template that defines the permissions to be granted to users for the entity.

C. Enable the Access Teams property of the entity and then publish the change.

D. Use JavaScript to associate the entity record with the Access Team.

E. Create a relationship between the entity and the Access Team entity.

A

A. Add a subgrid to the entity form.

B. Create an Access Team Template that defines the permissions to be granted to users for the entity.

C. Enable the Access Teams property of the entity and then publish the change.

55
Q

What is the default maximum number of Access Team Templates for an entity?

A. 1

B. 2

C. 3

D. 5

A

B. 2

56
Q

What privilege must a user have to see the audit history of an individual record?

A. View Audit Partitions

B. View Audit Summary

C. View Audit History

D. Turn on Tracing

A

C. View Audit History

57
Q

Which of the following actions can you perform with the root Business Unit?

A. Rename the Business Unit.

B. Disable the Business Unit

C. Convert the Business Unit to an Access Team.

D. Move the Business Unit.

A

A. Rename the Business Unit.

58
Q

Which two elements can you add to a Field Security Profile? Each correct answer presents a complete solution.

A. Teams

B. Business Units

C. Users

D. Security Roles

A

A. Teams

C. Users

59
Q

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

A

D. System Customizer

60
Q

You create a one-to-many (1:N) relationship between a custom entity and Contact entities.

Which behavior type CANNOT be applied to the relationship?

A. Referential, Restrict Delete

B. Parental

C. Referential with Merge set to Cascade None

D. Referential with Merge set to Cascade All

A

C. Referential with Merge set to Cascade None

61
Q

Which statement about custom activity entities is true?

A. You can display custom activity entities in the Sales, Service, Marketing, and Settings areas.

B. The ownership of a custom activity entity can be set to Organization.

C. You cannot change the display name of a custom activity entity.

D. Custom activity entities are available to users who have access to other activity entities.

A

D. Custom activity entities are available to users who have access to other activity entities.

62
Q

Which three entity options CANNOT be disabled after they are enabled? Each correct answer presents a complete solution.

A. Business process flows

B. Document management

C. Connections

D. Sending email

E. Access Teams

A

A. Business process flows

C. Connections

D. Sending email

63
Q

You need to track referrals for Leads, Opportunities, and a custom entity named Events.Referrals can be of type Direct, Indirect, Family, Friend, or Colleague. You need to track the referral source and type.

What should you do?

A. Configure the Event entity to allow connections.Create a connection role for each referral type.For each connection role, set the record types to Lead, Opportunity, and Event.

B. Create a custom option set field named Referral on the Contact form.

C. Add a single line text field named Referral to the Leads, Opportunities, and Events forms.

D. Create native many-to-many (N:N) relationships between each of the entities: Leads, Opportunities, and Events.Then customize the intersecting entity of the relationship by adding a referral option set.

A

A. Configure the Event entity to allow connections.Create a connection role for each referral type.For each connection role, set the record types to Lead, Opportunity, and Event.

64
Q

You are creating a custom entity.

Which three properties can you change after you create the entity? Each correct answer presents a complete solution.

A. Description

B. Primary Field Type

C. Name

D. Display Name

E. Plural Name

A

A. Description

D. Display Name

E. Plural Name

65
Q

You map a custom field from the Account entity named Territory to the Territory field on the Contact entity.

You create the Contact record and associate it to the Account entity.

What is the effect on the Territory field of the Contact record?

A. The field is empty.

B. Data is merged into the field from the Territory Account entity.

C. Data is copied to the field from the Territory Account entity.

D. Data is moved to the field from the Territory Account entity.

A

A. The field is empty.

66
Q

You need to Track two additional status reasons in Opportunity records. What should you do?

A. Add custom status values to the Category global option set.

B. Add custom status values to the statuscode field of the Opportunity.

C. Create a custom option set with custom status values.

D. Create a global option set with custom status values.

A

B. Add custom status values to the statuscode field of the Opportunity.

67
Q

What is the maximum size of an image file that users can upload to an image field?

A. 1 MB

B. 2 MB

C. 3 MB

D. 5 MB

A

D. 5 MB

68
Q

You are creating an entity field to store bank account numbers.

You need to ensure that only specific people or team members can view the field. You enable the Field Security property of the field.

What should you do next?

A. Set the Field Requirement property to Business Required.

B. Create a Field Security Profile.

C. Enable the Auditing property.

D. Set the field data type to Whole Number.

A

B. Create a Field Security Profile.

69
Q

You add an option set to the Contact form and the Active Contacts system view.

You plan to replace the option set with a manual many-to-many (N:N) relationship.

Which three actions should you perform before deleting the option set from the Contact entity? Each correct answer presents part of the solution.

A. Remove the option set from the Contact form.

B. Display and remediate dependency issues for the option set field in the Contact entity.

C. Export an unmanaged Solution that contains the Contact entity.Remove dependency issues from the XML code of the Solution, and then import the unmanaged Solution.

D. Remove all event handlers from the Contact form,

E. Remove all references to the option set from custom JavaScript Web Resources.

A

A. Remove the option set from the Contact form.

B. Display and remediate dependency issues for the option set field in the Contact entity.

E. Remove all references to the option set from custom JavaScript Web Resources.

70
Q

Which field data type supports the Phone format?

A. Single Line of Text

B. Multiple Lines of Text

C. Whole Number

D. Floating Point Number

A

C. Whole Number

71
Q

Which two statements about searchable fields are true? Each correct answer presents a complete solution.

A. Any option sets created from a non-searchable global option set are non-searchable by default.

B. Only the fields displayed on the form are searchable.

C. The content of non-searchable fields can be displayed in Advanced Find results.

D. The display name of a searchable field cannot be changed.

E. The searchable property of multiple fields can be edited at the same time in the Edit Multiple Fields dialog.

A

D. The display name of a searchable field cannot be changed.

E. The searchable property of multiple fields can be edited at the same time in the Edit Multiple Fields dialog.

72
Q

You create a custom entity named Project for Microsoft Dynamics CRM Online. You need to display a map of the project location on the Project form.What should you do?

A. Add an IFrame that renders a map to the main Project form by using a JavaScript Web Resource that references the Bing Maps API.

B. Add a map to the main Project form by using the Google Map control.

C. Add an address field to the Project entity to automatically display a map in the lower-left corner of the Project form.

D. Add a map to the main Project form by using the Bing Map control.

A

A. Add an IFrame that renders a map to the main Project form by using a JavaScript Web Resource that references the Bing Maps API.

73
Q

Which entity does NOT have a composite address field enabled by default?

A. Business Unit

B. Quote

C. Lead

D. Account

A

A. Business Unit

74
Q

Which two methods can you use to open a Quick Create form? Each correct answer presents a complete solution.

A. In a form that has a lookup field, click the search button and then click New.

B. After performing a search in a lookup field, click the search button, click Look Up More Records, and then click New.

C. Click the Create button on the navigation bar, and then click the entity for which you want to create the record.

D. In a subgrid, click New, click the search button, click Look Up More Records, and then click New.

A

A. In a form that has a lookup field, click the search button and then click New.

C. Click the Create button on the navigation bar, and then click the entity for which you want to create the record.

75
Q

You are creating two main forms named Conference Lead and Web Lead on the Lead entity.

You need to make the Conference Lead form available to members of the Event Team and the Web Lead form available to members of the Web Team.

What should you do?

A. Enable fallback for each form.

B. Set the form order for the Quick Create form set.

C. Set the form order for the Main form set.

D. Assign security roles to each Team and enable the appropriate security roles for each form.

A

D. Assign security roles to each Team and enable the appropriate security roles for each form.

76
Q

When multiple mobile forms are available, what determines the mobile form displayed to each user?

A. Users have access to the first mobile forms available for their security roles.

B. Users are assigned to specific mobile forms.

C. Users have access to all mobile forms that are enabled for fallback.

D. Teams are assigned to specific mobile forms.Users have access to the forms available for their teams.

A

A. Users have access to the first mobile forms available for their security roles.

77
Q

Which two statements about views are true? Each correct answer presents a complete

solution.

A. Each entity has one default view.

B. A view can display fields from child records.

C. A view can display fields from parent records.

D. A view can display a maximum of 32 columns.

A

A. Each entity has one default view.

B. A view can display fields from child records.

78
Q

Which two types of views can be deleted? Each correct answer presents a complete solution.

A. Public views in a managed state

B. Public views in an unmanaged state

C. System views

D. Personal views

A

B. Public views in an unmanaged state

D. Personal views

79
Q

Which view can you use to create a new Advanced Find view?

A. Quick Find view

B. Lookup view

C. Personal view

D. Associated view

A

C. Personal view

80
Q

In a Lookup view of an entity, which columns are included in a search?

A. The columns in the default public view of the entity.

B. The find columns in the Quick Find view of the entity.

C. The filter criteria in the current Lookup view of the entity.

D. The columns in the default Lookup view of the entity.

A

C. The filter criteria in the current Lookup view of the entity.

81
Q

Which two actions can you perform with an Advanced Find view? Each correct answer presents a complete solution.

A. Set the view as the default view.

B. Convert the view to a system view.

C. Save the view as a custom view.

D. Share the view with a Team.

A

B. Convert the view to a system view.

D. Share the view with a Team.

82
Q

You need to apply a business rule to all forms other than one. What should you do?

A. Create one business rule and copy the rule to all the forms that require it.

B. Create one business rule, set the scope of the rule to All Forms, and then remove the rule from the one form that doesn’t require it.

C. Create one business rule, save the business rule as a template, and then apply the template to each form that requires it.

D. Create one business rule, save one copy of the rule for each form that requires it, and then set the scope of each rule to the individual form.

A

C. Create one business rule, save the business rule as a template, and then apply the template to each form that requires it.

83
Q

To which Microsoft Dynamics CRM object can you apply business rules?

A. A dashboard

B. A form

C. A view

D. A chart

A

B. A form

84
Q

Which two system entities can participate in business process flows? Each correct answer presents a complete solution.

A. Account

B. Task

C. Knowledge Base Article

D. Service Activity

E. Goal Metric

A

A. Account

B. Task

85
Q

Which three entities can include business process flows? Each correct answer presents a complete solution.

A. Goal

B. Price List Item

C. Account

D. Queue

E. Recurring Appointment

F. Contract

A

B. Price List Item

C. Account

E. Recurring Appointment

86
Q

Which two actions can be configured for a business rule? Each correct answer presents a

complete solution.

A. Set visibility

B. Run workflow

C. Lock or unlock field

D. Email link

A

A. Set visibility

C. Lock or unlock field

87
Q

Which chart design element can you change by using the Chart Designer tools?

A. The fields by which data is grouped into categories

B. The chart colors

C. The chart size

D. The records that are represented by the chart

A

A. The fields by which data is grouped into categories

88
Q

What is the maximum number of charts that can be added to a single dashboard by default?

A. 5

B. 6

C. 9

D. 12

A

B. 6

89
Q

You plan to convert a personal bar chart to a system chart.

What should you do first?

A. From the Charts view of the default Solution, export the chart.

B. In the Chart Designer, on the More Commands menu, click Export Chart.

C. In the Chart Designer, change the chart to a pie chart.

D. In the Chart Designer, on the More Commands menu, click Convert.

A

B. In the Chart Designer, on the More Commands menu, click Export Chart.

90
Q

You are creating a pie chart by using the Chart Designer tool.

The data set contains more than 100 records.

You need to limit the number of data points that can be displayed on the chart to a maximum of 6.

What should you do?

A. Limit the chart scope to a maximum of 6 records.

B. Display only 6 colors.

C. Use a Top X rule or Bottom X rule.

D. Set the Horizontal Axis to 6.

A

C. Use a Top X rule or Bottom X rule.

Customization CRM 2013 (1 decks)

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