Customizations Flashcards
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
b. Check whether the entity has any dependencies
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
d. Manual many-to-many (N:N) between attendee and session registration
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. Execute a workflow.
b. Import a Solution.
d. Create a new entity in the default solution.
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:1)
c. Native many-to-many (N:N)
d. Manual many-to-many (N:N)
c. Native many-to-many (N:N)
You are using Microsoft Dynamics 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
b. Number of fields
d. Display Name
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
b. Access Teams
c. Document management
d. Mail Merge
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 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 is left blank.
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.
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.
b. Auditing can be turned on or off for a field at any time.
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; 10000001 c. 1; 3; 5 d. 1; 2; 3 e. 1; 3; 100000000
e. 1; 3; 100000000
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
b. Business Recommended
c. Business Required
f. Optional
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.
c. On the field.
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
d. Single Line of Text field with Phone format
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. 0
You need to automatically process client-side logic before saving records. What should you use?
a. A dialog
b. A workflow
c. A plugin
d. A business rule
d. A business rule
What is the maximum number of stages a business process can contain?
a. 5
b. 10
c. 20
d. 30
d. 30
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
c. A specific mobile form
What defines the form or forms to which a specific business rule is applied?
a. Logic
b. Action
c. Scope
d. Condition
c. Scope
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.
b. Business rules can be configured for all forms of an entity.
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.
b. Enable the business process flows for security roles.
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.
c. Customize the Lookup view
What is the maximum number of sort levels that can be set on a view?
a. 1
b. 2
c. 3
d. 4
b. 2
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.
Field Name Entity 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
b. Est. Revenue
c. Est. Closing date
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
c. Active Contacts subgrid view
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. In the Quick Find View of the entity, click the Add Find Columns task.
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.
c. Add the Account District field to the view filter criteria.
Which elements CANNOT be included in a system dashboard?
a. Personal Charts
b. Web Resources
c. iFrame elements
d. System Charts
a. Personal Charts
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
b. Data sort order
d. Chart GUID
e. Data fields
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.
d. You can add items to the list.
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.
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.
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.
c. Create a system view that has the relevant parent entity field as a column.
For which security role does Microsoft Dynamics CRM automatically create a Field Security Profile?
a. System Administrator
b. Sales Manager
c. CEO-Business Manger
d. System Customizer
a. System Administrator
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.
b. The inherited security roles are removed from the Business Unit
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. Append Note and Append To Case
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
c. Read
d. Create
e. Update
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. Organization
d. Field
e. Entity
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 Unti
d. Users are not affected
a. Users cannot access Microsoft Dynamics CRM