Deck 1 Flashcards
You are a Dynamics 365 for Customer Service system administrator. You create an app for the sales team.
Members of the sales team cannot access the app.
You need to ensure that sales team members can access the app.
Where should you configure app permissions?
A. Dynamics administration center
B. Manage Roles
C. Dynamics 365 home
D. Security Roles
Correct Answer: B
Explanation/Reference: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/manage-access-apps-security-roles
You are a Dynamics 365 for Customer Service system administrator. You create a business rule for the Case form. The business rule marks some fields as required when the Created On date field does not equal the Modified On date field.
You activate the business rule. The form does not mark the specified fields as required when the condition is met.
You need to determine the cause of the issue.
What is the cause?
A. the Created On and Modified On date fields are not included on the form.
B. the Created On and Modified On date fields are in a hidden tab on the form.
C. Created On and Modified On are system fields and cannot be used in business rules.
D. the fields to be required are set to Optional at the field property level.
Correct Answer: A
Explanation/Reference: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/create-business-rules-recommendations-apply-logic-form
You are a Dynamics 365 for Customer Service system administrator. You create a custom entity named Buildings and add it to the Sales app.
When a user views the Buildings form, a field for Location is missing. You create the field, but the user cannot see it.
You need to make the Location field visible to the user.
What should you do?
A. Add the Location field to the Buildings view.
B. Publish customizations.
C. Change privileges to the user’s security role.
D. Create a new Buildings form.
Correct Answer: B
You are a Dynamics 365 for Customer Service administrator for a help desk.
Help desk representatives need to send emails to all contacts that are associated with cases. The emails must provide the status for the case, use similar formatting, and include the following infor-mation:
- Contact name
- Case number
- Case title
- Case status
- Representative name
You need to create an email template for the system.
Which four actions should you perform in sequence?
A. Add data values under the Contact entity related to the account.
B. Convert the template to a personal template
C. Add data values from the Case entity
D. Publish the template
E. Save the template
F. Add data values under the Account entity
G. Send a direct email from the Case view to desired cases
H. Create an email template for the case
Correct Answer H. Create an email template for the case C. Add data values from the Case entity A. Add data values under the Contact entity related to the account. E. Save the template
You are a Dynamics 365 for Customer Service administrator for Contoso, Ltd. A user named Eliza-beth Rice signs in to Dynamics 365 by using the following sign in name: Elisa-beth.Rice@contoso.com.
After marriage, Elisabeth changes her legal name to Elisabeth Mueller.
You need to update the sign in name for the user without losing any application history.
Solution: Change Elisabeth’s username in the user record from Dynamics 365.
Does the solution meet the goal?
A. Yes
B. No
Correct Answer: A
Explanation/Reference: https://support.microsoft.com/en-us/help/930853/how-to-change-the-user-name-and-the-logon-name-for-a-user-record-in-mi
You are a Dynamics 365 for Customer Service system administrator.
Your organization does not permit the use of custom code for solutions.
You need to create a view that can be viewed by all users in an organization.
Where should you create the view?
A. Templates area
B. System Settings
C. App Designer
D. Advanced Find
Correct Answer: C
Explanation/Reference: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/create-edit-views-app-designer
You are a Dynamics 365 Customer Service system administrator. You export a solution containing customization from the development environment and import the solution into a quality assurance environment.
You need to allow removal of the customization and solution from the quality assurance environ-ment.
What should you do?
A. Export the solution as managed.
B. Update the publisher prefix to new.
C. Publish all customizations.
D. Export the solution as unmanaged.
Correct Answer: D
You export a Microsoft Excel workbook from Dynamics 365. The workbook contains 10,000 rows of data. You email the workbook and a description of the data to another user.
The user reports that they can only see 500 rows of data. You need to determine why the user can-not view all the data.
Why is the user unable view all available data?
A. You exported a static worksheet. The user does not have the appropriate security role in Dy-namics 365 to see all records.
B. You exported a PivotTable worksheet. The user does not have the appropriate security role in Dynamics 365 to see all records.
C. You created a chart in Dynamics 365 Customer Engagement and exported the chart.
D. You ran a report in Dynamics 365 Customer Engagement and then saved the report as an Ex-cel file.
Correct Answer: D
You are a Dynamics 365 for Customer Service system administrator. You create a parent entity and a child entity. The parent entity has a 1:N relationship with the child entity.
You need to ensure that when the owner changes on the parent record that all child records are assigned to the new owner.
You need to configure the relationship behavior type.
What should you use?
A. Parental
B. Restrict
C. Referential
D. Referential, Restrict Delete
Correct Answer: A
Explanation/Reference: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/create-and-edit-1n-relationships#relationship-behavior
You are developing a Dynamics 365 app for a bank. The app must display information about loan accounts and the customers assigned to those items.
You need to model the relationships between objects used by the app.
Solution: Create a diagram that shows the following information: application ribbon, entity fields, entity form, message, option set, site map, and web resources.
Does the solution meet the goal?
A. Yes
B. No
Correct Answer: B
You are developing a Dynamics 365 app for a bank. The app must display information about loan accounts and the customers assigned to those items.
You need to model the relationships between objects used by the app.
Solution: Create an entity relationship diagram. Model ownership, one-to-one, one-to-many, and many-to-many relationships as well as fields per entity that are required.
Does the solution meet the goal?
A. Yes
B. No
Correct Answer: A
You are developing a Dynamics 365 app for a bank. The app must display information about loan accounts and the customers assigned to those items.
You need to model the relationships between objects used by the app
Solution: Generate entity diagrams by using the metadata diagram tool.
Does the solution meet the goal?
A. Yes
B. No
Correct Answer: A
You are a Dynamics 365 for Customer Service administrator for Contoso, Ltd. A user named Eliza-beth Rice signs in to Dynamics 365 by using the following sign in name: Elisa-beth.Rice@contoso.com.
After marriage, Elisabeth changes her legal name to Elisabeth Mueller.
You need to update the sign in name for the user without losing any application history.
Solution: Ask the Microsoft 365 administrator to sign in to the admin portal and change the user name.
Does the solution meet the goal?
A. Yes
B. No
Correct Answer: B
You are a Dynamics 365 for Customer Service system administrator.
You must use Microsoft Flow to create an opportunity from a Microsoft Excel workbook.
You need to ensure Flow will trigger on the Opportunity entity.
What should you do?
A. Enable connections.
B. Add the timeline control.
C. Enable business process flow.
D. Enable change tracking.
Correct Answer: A
You are a Dynamics 365 for Customer Service system administrator. You implement Dynamics 365 for a customer.
The customer wants to use Microsoft OneNote in Dynamics for a custom entity. The OneNote tab does not appear in the Timeline.
You need to make the tab visible.
What should you do first?
A. Enable the entity for Microsoft SharePoint document management.
B. Grant access in the user’s security role.
C. Check document management for the entity in the default solution.
D. Grant access under the user’s product licenses.
Correct Answer: A
Explanation/Reference: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/set-up-onenote-integration-in-dynamics-365