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MB2-716 > Main Deck > Flashcards

Main Deck Flashcards

1
Q

List all solution components

A

Schema components: including entities, fields and relationships.

Templates: including email templates, contract templates, KB article templates

Processes / Code components: including workflows, dialogs, business process flows, business rules, actions, plug-in assemblies, web resources etc.

User Interface components: including forms, view charts, dashboards, site map and ribbons.

Analytics

Other components, such as security roles, field security profiles, connection, SLAs, Apps etc.

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2
Q

Are publishers a requirement for solutions?

A

yes

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3
Q

What is a property of a publisher prefix?

A

No more than 8 characters

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4
Q

Creating a solution makes a _______ publisher by ______

A

default, default

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5
Q

Is versioning required in a solution?

A

Yes

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6
Q

Valid version number? 1.2.3.443

A

Yes

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7
Q

Format of version number

A

major.minor.build.revision

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8
Q 
Which of the following is read-only after creating a solution:
Display Name
Name
Publisher
Version
A

Name field

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9
Q

What are the three types of solutions?

A
  • System Solution
  • Unmanaged Solution
  • Managed Solution
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10
Q

Define System Solution

A
  • System solution is the default application behavior

- components are customizable

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11
Q

Define Unmanaged Solution & give characteristics

A
  • Will always be the default solution
  • Used for development stage
  • can be changed
  • cannot be removed
  • Deleting unmanaged solution does not delete assets
  • Can be exported to managed solutions
  • importing always overwrites
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12
Q

Define Managed Solution & give characteristics

A
  • cannot be changed directly
  • cannot be exported
  • when deleted all components are removed
  • installed on top of system solution
  • importing have option to maintain or overwrite any
    unmanaged changes
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13
Q

Define patch managed

A
  • updates and fixes that are pushed to managed/unmanaged solutions
  • only created from parent solution
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14
Q

Importing a solution will:

A
  • update components
  • add new components not in the system
  • fail if dependents are missing
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15
Q

What clients can D365 run on?

A
  • web client
  • outlook client
  • phone and tablet client
  • custom client
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16
Q

Describe some reasons of creating own solution:

A
  • work smaller set of components
  • organize components
  • export solution file will be smaller
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17
Q

What are three types of entities:

A
  • system entities
  • custom entities
  • Activity entities
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18
Q

Define a System entitiy

A
  • oob
  • cannot be deleted
  • cannot be locked down by a managed solution
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19
Q

Define a Custom entity

A
  • created by system customizer
  • fully customized
  • can be deleted
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20
Q

Define an Activity entity

A
  • logs interactions with other entities (phone call/email)
  • all activites same some common field (activity pointer)
  • can create custom activities
  • share common set of security privilege
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21
Q

Entity assets consist of:

A
  • Form
  • Views
  • Charts
  • Fields
  • Keys
  • Relationships
  • Messages
  • Hierarchy Settings
  • Dashboards
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22
Q

Give two types of entity Ownership:

A
  • User/Team

- Organization

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23
Q

Can entity ownership type be changed after being set?

A
  • NO
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24
Q

Does organization entity ownership show have owner field?

A
  • NO
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25
Q

Does User/Team entity ownership show owner field?

A
  • YES
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26
Q

How many access levels do organization entity ownership have based on security role privileges?

A
  • Two access levels
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27
Q

How many access levels do user/team entity ownership have based on security role privileges?

A
  • Five access levels
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28
Q

Once you save an entity, what are 3 properties that are read-only?

A
  • Name
  • Ownership
  • Define as an activity entity
  • display in activity menus
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29
Q

One enabled on the entity property, the following cannot be disabled:

B\_\_\_\_ P \_\_\_\_ F
F\_\_\_\_\_k
N\_\_\_\_s
A\_\_\_\_\_s
C-\_\_\_\_\_\_s
Send\_\_\_\_\_\_l
Q\_\_\_es
A 
Business process flows
Feedback
Notes
Activities
Connections
Sending email
Queues
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30
Q

Can you delete an entity if there are dependencies on it?

A
  • NO
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31
Q

What is a field?

A
  • a control form for user
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32
Q

Each field is denoted by a ____ in the SQL database

A
  • column
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33
Q

Give three field types

A
  • Simple
  • Calculated
  • Rollup
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34
Q

What is a simple field?

A
  • contains data not based on any formula
  • text
  • number
  • date
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35
Q

What is a calculated field?

A
  • contains calculation that uses fields from current/parent entity
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36
Q

What is a roll - up field?

A
  • aggregated value computed from records related to a record
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37
Q

Which field types can you not have on a calculated field?

A
  • image
  • floating point
  • lookup
  • mulitple lines of text
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38
Q

Which field types can you not have on a roll-up field?

A
  • image
  • floating point
  • lookup multiple lines of text
  • single line of text
  • option set
  • two options
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39
Q

What is name on entity?

A
  • name of schema
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40
Q

A field requirement has three options:

A
  • Optional
  • Business Recommended
  • Business Required
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41
Q

What is a GUID?

A
  • Globally Unique Identifier
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42
Q

How many characters can a single line of text have?

A
  • 4000
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43
Q

What are all field data types?

  • S___L___T
  • O____S
  • T___O___
  • I______
  • W____N___
  • F___P__N
  • D___N
  • C___y
  • M____L_O__T
  • D____&___T
  • L____p
  • C______r
A 
○ Single line of text
		○ Option Set
		○ Two Options
		○ Image
		○ Whole number
		○ Floating Point Number
		○ Decimal Number
		○ Currency
		○ Multiple lines of text
		○ Date and Time
		○ Lookup
                ○ Customer
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44
Q

How many roll up fields can 1 entity have?

A

-10 roll ups per field

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45
Q

List all computational functions of a roll-up field:

A
  • Sum
  • Count
  • Min
  • Max
  • Avg
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46
Q

Do roll-up fields support N:N relationships?

A
  • NO
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47
Q

Can you roll-up a roll-up field?

A
  • NO
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48
Q

What is an option set in fields?

A
  • pick list with integer value for each option
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49
Q

What is option set field mapping?

A
  • option set fields are mapped between entities based on integer values
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50
Q

Define Alternate Keys?

A
  • a unique key that a user can read which associates a record
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51
Q

By default, is field security enabled for all fields?

A
  • NO, default disabled

- must enable for use

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52
Q

Is field security available for system or custom fields?

A
  • Trick question, BOTH
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53
Q

What is ‘status’ on an entity?

A
  • describes main state of record

- active and inactive

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54
Q

What permission do you have with inactive records?

A
  • read-only permission
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55
Q

Can a status field be customized?

A
  • NO
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56
Q

What status can a ‘case’ have?

A
  • active
  • resolved
  • cancelled
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57
Q

What status can a ‘Lead’ have?

A
  • open
  • qualified
  • disqualified
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58
Q

What status can a ‘opportunity’ have?

A
  • open
  • won
  • lost
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59
Q

What is a status reasons?

A
  • gives further detail about status
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60
Q

Can you customize a status reason?

A
  • YES
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61
Q

How many types of entity relationships are there?

A

3

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62
Q

List the entity relationships

A
  • 1:N one to many
  • N:1 many to one
  • N:N many to many
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63
Q

Is there a 1:1 entity relationship?

A
  • NO
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64
Q

When creating a manual N:N relationship, what is also automatically created?

A
  • intersection entity
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65
Q

What are the types of relationship behavior?

A
  • parental
  • referential
  • referential restrict delete
  • configurable cascading
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66
Q

What is a cascading parental relationship behavior?

A
  • if a parent is deleted, then the children are deleted
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67
Q

What is a cascading referential relationship behavior?

A
  • only removes link between two entities

- changes are not cascaded down

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68
Q

What is a cascading referential restrict delete relationship behavior?

A
  • cannot delete parent if children exist
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69
Q

What is a cascading configurable cascading relationship behavior?

A
  • manual allows you to set the cascading logic
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70
Q

(assign, share, unshare) Cascade All Behavior is:

A
  • change applied to all children
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71
Q

(assign, share, unshare) Cascade Active Behavior is:

A
  • applied to all active children
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72
Q

(assign, share, unshare) Cascade User Owned Behavior is:

A
  • change will be applied to all child records owned by the owner of the parent record
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73
Q

(assign, share, unshare) Cascade None Behavior is:

A
  • none of the changes will be cascaded down
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74
Q

Can you delete an entity with a lookup field?

A
  • no because of dependency
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75
Q

Define hierarchical Data:

A
  • self-referential one to many relationships of the related records
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76
Q

Define entity field mapping:

A
  • mapping prepopulates fields from child to parent objects

- only works when a new record is CREATED directly from the parent

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77
Q

When field mapping, should both field data type match?

A
  • YES
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78
Q

Can you field mapping to/from a disabled field?

A
  • NO
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79
Q

What are connections?

A
  • let users connect records of different entities
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80
Q

List some Form Types:

A
  • Main
  • Quick Create
  • Quick View
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81
Q

List the structure of a form:

A
  • Header
  • Navigation
  • Body
  • Footer
  • Tabs, Sections, Fields
  • Field Explorer
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82
Q

Does field explorer in form editor shows used or unused fields?

A
  • only shows unused fields
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83
Q

Tabs can have up to how many columns?

A
  • 3
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84
Q

Sections can have up to how many columns?

A
  • 4
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85
Q

Define sub-grid of a form?

A
  • displays information from other records
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86
Q

List some ‘special’ form components

A
  • Bing Maps
  • IFrames
  • Timer
  • ACI Control
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87
Q

What is an Access Team?

A
  • users add other users to grant them access to information
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88
Q

When a user is added to an Access Team, they must have _______ level access to all the privileges that the Access Team template has

A

user

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89
Q

What is a Quick create form?

A
  • short version of form for easy record creation
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90
Q

What is form order?

A
  • a way for user to receive a specified form based on security roles
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91
Q

Define Business Rule

A
  • a rudimentary way of creating actions on entities using client-side logic
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92
Q

Actions in a Business rule can be:

L\_\_ /\_\_\_ck (enable/disable) fields
Show \_\_\_\_\_ messages
Set fields to \_\_ \_\_\_lues
Set default \_\_\_\_
Make fields \_\_\_\_\_\_\_
Hide and \_\_\_ fields
A 
Lock / unlock (enable/disable) fields
Show error messages
Set fields to specific values
Set default values
Make fields mandatory
Hide and show fields
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93
Q

Is nested if/else available in Business rules?

A

No

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94
Q

Define Business Rule Scope:

A
  • can set for single form
  • all forms
  • entity
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95
Q

How many If/else conditions can be put on a business rule?

A
  • 10 if else conditions
96
Q

What is onLoad and onChange regarding trigger rules?

A
  • Code works when a form loads

- or Code works when a field changes

97
Q

Views are grouped into three categories:

A
  • System Defined
  • Public Views
  • Personal Views
98
Q

Can a system view be deleted?

A
  • NO
99
Q

Can you add filters to views?

A
  • YES
100
Q

Can you deactivate system views?

A
  • NO
101
Q

What is the maximum number of components on a dashboard?

A
  • 6
102
Q

List items that can be added on a dashboard:

A
  • Charts
  • Lists
  • Iframes
  • Web resources
  • Social Insights
103
Q

Can you share dashboards with other teams?

A
  • YES
104
Q

Do security roles apply to dashboards?

A
  • YES

- users who are shared dashboard views cannot see parts of the view that they do not have access too.

105
Q

What is the interactive service hub?

A

A unified interface for customer service reps and managers.

- Allows managed and CSR’s to prioritize their work

106
Q

What kind of data concept presentation does the Interactive service hub contain?

A
  • Uses ‘stream’ concept to present data
107
Q

Can personal ISH dashboards be created?

A
  • NO
108
Q

Does the ISH come with the solution when exporting?

A
  • YES
109
Q

How many types of charts are there?

A
  • 2
110
Q

What are the types of charts?

A
  • Personal Chart

- System Chart

111
Q

Describe personal chart:

A
  • created by user
  • initially only visible to user who created the chart
  • can be included in personal dashboards
  • not included in solution when exported
112
Q

Describe system chart:

A
  • visible to all users
  • OOB
  • devs can create new system charts
  • included in the solution when exported
113
Q 
State all chart design types:
B\_\_\_
C\_\_\_
P\_\_\_\_
F\_\_\_\_
A\_\_\_\_\_
L\_\_\_\_\_
A

Bar – Shows data in horizontal columns.
Column – Shows data in vertical columns.
Pie – shows data as slices of a pie. Useful for show numerical proportions of data. (Such as % sales by sales territory)
Funnel – Shows values as progressively decreasing proportions amounting to 100 percent in total. (Often used to represent a sales pipeline.)
Area – used to show cumulative totals over time.
Line – Shows individual points on the chart joined by a line, useful when looking for trends over time.

114
Q

Can you share personal charts?

A
  • YES
115
Q

Does an entity have to be enabled to show on mobile?

A
  • YES
116
Q

On mobile, the form layout is translated to a c___ like view. Objects are displayed as p_____s

A
  • card

- panels

117
Q

How many tabs are forms limited too in tablet form?

A
  • 5 Tabs
118
Q

Are activity Feeds and Yammer supported in D365 for tablets?

A
  • NO
119
Q

Do tablet users see more vs mobile users?

A
  • YES
120
Q

In mobile form, what section of the form is shown on the first panel?

A
  • HEADER
121
Q

Must dashboards be enabled for mobile to be shown?

A
  • YES
122
Q

Can you disable the default ‘sales dashboard’ from mobile view?

A
  • No, D365 forces atleast one default dashboard to be shown

- YOU CAN change the default dashboard for mobile

123
Q 
List user input mobile controls:
C\_\_\_\_\_
A\_\_ K\_\_\_
A\_\_\_\_C\_\_\_\_E
B\_\_\_\_\_G\_\_\_
F\_\_\_\_\_S\_\_\_
L\_\_\_\_\_S\_\_\_\_\_
I\_\_\_\_\_M\_\_\_\_\_
R\_\_\_\_K\_\_\_\_\_\_
S\_\_\_\_\_R\_\_\_\_
B\_\_\_\_\_S\_\_\_\_R
A
  • Calendar
  • Arc Knob
  • Auto-complete
  • Bullet graph
  • Flip switch
  • Linear Slider
  • Input Mask
  • Radial Knob
  • Star rating
  • Barcode Scanner
124
Q

How do you add mobile controls for mobile view?

A
  • Open form editor

- Click on control tab and field properties will show

125
Q

What is a Workflow?

A
  • An automated process that is triggered by certain events
126
Q

Describe some uses of a Workflow:

A
  • sending an email when new case is created

- assign new lead to a sales person

127
Q

Describe Real-time vs Background Workflows

A
  • Real-time workflows run at the moment the event is triggered
  • Background workflows run in the background
128
Q

Can workflows be manually fired? What is that kind of workflow called?

A
  • YES

- On Demand

129
Q

Do workflows need to be associated with entities?

A
  • YES
130
Q

Where is the Workflow feature found?

A
  • Settings
131
Q

What is a wait condition in a workflow?

A
  • allows an event to run after waiting certain amount of time
132
Q

What are dialogs?

A
  • process type that runs real-time delivering a wizard style interface to user
  • allows to prompt and capture responses
133
Q

Where are dialogs found?

A
  • Settings
134
Q

Where are Business Process flow found?

A
  • Settings
135
Q

What is a Business Process Flow?

A
  • guides user through a process

- has multiple stages/steps that match what a user is trying to do

136
Q

What does the flag represent on a Business Process flow stage?

A
  • the current stage user is on
137
Q

Can certain steps be mandatory to prevent user from moving on to next stage?

A
  • YES
138
Q

Can a user move back a stage on a Business Process flow?

A
  • YES
139
Q

Does a Business Process Flow need to be enabled on an entity to use?

A
  • YES
140
Q

Can you turn off Business Process flow once set on an entity?

A
  • NO
141
Q

Can stages in a Business Process flow relate to different entities?

A
  • YES
142
Q

What are stages made up of in a Business Process flow?

A
  • steps related to an entity
143
Q

Is conditional branching available for Business Process flows?

A
  • YES
144
Q

Can you add Workflows into stages for Business Process flows?

A
  • YES
145
Q

What is the MAX no. of Business Process flows an entity can have?

A

10

146
Q

What is the MAX no. of stages a Business Process flow can have?

A

30

147
Q

Multi Entity Business Process Flows can contain no more than ____ entites

A

5

148
Q

If you enable yammer can you disable it?

A
  • No
149
Q 
What options does the Administration Settings have?:
A\_\_\_\_\_
A\_\_\_\_N\_\_\_\_g
S\_\_\_\_\_S
L\_\_\_\_s
P\_\_\_\_\_\_\_Pre\_\_\_\_\_\_
Y\_\_\_\_\_\_C\_\_\_\_\_\_n
M\_\_\_\_S\_\_\_\_E\_\_\_\_C\_\_\_\_\_n
A

Announcements, manage companywide announcements.
Auto-Numbering to define how cases and other entities should be assigned unique numbers.
System Settings many settings are controlled within the system settings option. (more details later!)
Languages lets you install language packs when working in a multilingual organization.
Privacy Preferences allows the administrator to define if users in the organization can participate in the customer experience improvement program.
Product Updates, sign up for email alerts on product updates.
Yammer Configuration, enable Yammer collaboration in Dynamics 365.
Microsoft Social Engagement Configuration. Connect your installation of Microsoft Dynamics 365 to a Microsoft Social Engagement solution.

150
Q

What can you do in System Settings?

A
  • set default currency
  • enable auto save
  • Synchronization
  • etc
151
Q 
List entities that allow auto-numbering:
C\_\_\_\_
C\_\_\_s
A\_\_\_\_\_s
Q\_\_\_\_s
O\_\_\_\_s
I\_\_\_\_\_s
C\_\_\_m\_\_s
C\_\_g\_\_\_s
K\_\_\_\_A\_\_\_\_s
A 
Contracts
Cases
Articles
Quotes
Orders
Invoices 
Campaigns 
Categories
Knowledge Articles
152
Q

What is Business Management Settings?

A
  • relates to business wide settings

- IE (Goal metrics, queues, Fiscal year)

153
Q 
List options for Business Management Settings:
F\_\_\_Y\_\_\_S
G\_\_\_M
_B\_\_\_C
F\_\_\_\_E
Q\_\_\_s
R\_\_\_\_G\_\_\_s
S\_\_\_T\_\_\_\_s
S\_\_r\_\_\_s
S\_\_t\_\_s
Su\_\_\_\_s
C\_\_\_\_\_S
C\_\_\_\_\_R
R\_\_\_\_\_R
A\_\_\_\_R\_\_\_C\_\_A\_\_U\_\_\_\_R
A

Fiscal Years Settings – Define fiscal years and periods.
Goal Metrics – Manage goals.
Business Closures – Create list of holidays and other business closures.
Facilities / Equipment – Add facilities and equipment for service scheduling.
Queues – Create and manage queues.
Resource Groups – Resource groups are used in service scheduling.
Sales Territories – Create territories and associate with territory managers
Services – Add new services for scheduling.
Sites – Each organisation can have multiple sites. (Note: Do not confuse sites with business units, that will be covered later when we review the security model.)
Subjects – Subjects are a hierarchy for products, sales literature and articles.
Currencies – Multiple currencies with associated exchange rates are defined in business managements.
Connection Roles – Define roles that can be used when connection records with Dynamics 365 connections feature.
Relationship Roles – Standard relationships between accounts, contacts and opportunities. (Largely redundant! It is recommended you consider using Connections in preference.)
Automatic Record Creation and Update Rules – Record creation and update rules allow you to configure when records are automatically created within CRM. For example, you may wish to automatically create a case when a new email is received onto as particular queue.

154
Q

What is Auditing and where is it found?

A
  • See logs of who has been making changes to the solution

- Settings —> System

155
Q

What is global auditing?

A
  • auditing for the organization
156
Q

How many levels can auditing be defined at? List them:

A
  • System
  • Entity
  • Field Level
157
Q

Can the activity entity be audited?

A
  • NO, but the individual activity can (phone call, appointment etc)
158
Q

List things auditing does not support:

A
  • for read operations
  • metadata changes
  • text blobs, notes and attachments
159
Q

What is document management option?

A
  • allows you to configure SharePoint and OneDrive for Business Integration
160
Q

What is SharePoint integration?

A
  • supports storing/managing of documents in SharePoint libraries
  • SharePoint libraries is connected to D365 for easy search functionality
161
Q

Does one need a D365 licences to view documents in SharePoint coming from D365?

A
  • No, as long as you have SharePoint access
162
Q

Does SharePoint replace notes in D365?

A
  • No
163
Q

Define: Client-Side vs Server-Side SharePoint Integration

A
  • Client-Side uses list component, recommended for on promise
  • Server-side does not require a list component
    (server side is faster)
    (server-based integration is recommended config.
    for D365 ONLINE
164
Q

Can you make the folder structure of SharePoint based on entity?

A
  • YES
165
Q

Does deleting a D365 record remove the document in SharePoint?

A
  • NO
166
Q

Will deleting a document in D365 cause a deletion in SharePoint?

A
  • YES
167
Q

Will users need to have a license for 0365 to use OneDrive in D365?

A
  • YES
168
Q

What is default storage space for OneDrive Business?

A

1 TB

169
Q

Does OneDrive work for both D365 online and on premise?

A
  • YES
170
Q

What is Data Management options?

A
  • allows for duplicate detection
  • import data
  • manage bulk deletion
  • templates for data import
  • data encryption
171
Q

What are the three duplicate detection options for Data Management?

A
  • Duplicate Detections Settings
  • Duplicate Detection Rules
  • Duplicate Detection Jobs
172
Q

What is max number of rows a view can have?

A
  • 250
173
Q

Can you schedule deletion jobs?

A
  • YES
174
Q

When integrating with OneNote, Dynamics supports _______ and ______

A

sections and pages

175
Q

OneNote option exists in _____ pane

A

social

176
Q

OneNote integration uses____ to store the notebooks

A

SharePoint

177
Q

If a record is deleted, is the associated OneNote deleted from SharePoint?

A
  • NO

- must manually delete from SharePoint

178
Q

Is D365 and SharePoint access directly linked?

A
  • NO
179
Q 
List all security options:
U\_\_\_s
T\_\_\_s
S\_\_\_r\_\_\_s
B\_\_\_\_ U\_\_\_\_s
F\_\_\_\_S\_\_\_P\_\_\_\_
H\_\_\_\_S\_\_\_\_\_
P\_\_\_\_\_\_
A\_\_\_T\_\_\_T\_\_\_s
A

Users, allows you to manage users and associate them with business units / teams / roles and assign licenses.
Teams, this option lets you define teams and also associate with security roles.
Security Roles,
security roles let you define what access will be provided to teams and users. Roles are created and then one or more are associated with each user / team.
Business Units are a fundamental building block in the Dynamics security model. They define the structure of the organization.
Field Security
Profiles are used when you need to define specific access rights on individual fields.
Hierarchy Security, supports a security model based on someone’s hierarchy. Which can either relate to the manager they have defined in their user or positions.
Positions, define organizational positions which support the hierarchy security model.
Access Team Templates, support dynamic record sharing. With the members of an access team being given privileges on specific records based on the access team template.

180
Q

What are business units?

A
  • define the structure of the organziation
181
Q

The root business _____ be renamed.
The root business unit ______ be deleted or disabled.
The root business unit ______ be moved to have a parent business unit.

A
  • can
  • cannot
  • cannot
182
Q

Child business units _____ be renamed.
Child business units _____ be disabled.
Child business units _____ be delete but only after being disabled.

A
  • can
  • can
  • can
183
Q

The ____ business unit is always the top of the business unit hierarchy.

A

root

184
Q

Do users need to be assigned licenses for D365 and authenticated before use?

A
  • yes
185
Q

Does a user have to have a role assigned to use D365?

A
  • YES
186
Q

Can you delete users?

A
  • NO
187
Q

Can you disable users?

A
  • YES
188
Q

What happens to the security role when you move a user to a new BU?

A
  • NO
189
Q

What is Teams?

A
  • a group of users
190
Q

Do business units have a default team?

A
  • YES
191
Q

What are the two team types?

A
  • Owner

- Access

192
Q

What is an owner team type?

A
  • they can own records
  • have team members
  • must be assigned a role
193
Q

what is an access team type?

A
  • can access records but cannot own

- do not have roles

194
Q

How many Team Templates can you have on an entity?

A

2

195
Q

Do security models apply to all system and custom entities?

A
  • YES
196
Q

what is a security role?

A
  • defines privileges for a user
197
Q

Can a user have more than one role?

A
  • YES
198
Q

If a business unit has a role, do the children units inherit that role too?

A
  • YES
199
Q 
An entity can have 8 different types of privileges:
C\_\_\_e
R\_\_\_\_d
W\_\_\_\_e
D\_\_\_\_\_e
A\_\_\_\_\_d
A\_\_\_d T\_\_\_\_
A\_\_\_\_\_n
S\_\_\_\_\_e
A 
Create
Read
Write 
Delete
Append 
Append to
Assign 
Share
200
Q

Define: Access Level: Full Green Circle

A

Global:
access to all records in organization

Known as access level organization

201
Q

Define: Access Level: Half Green Circle

A

Deep:
access to all records in BU and subordinate BU’s to the BU the user is in

Known as access level Parent:Child BU

202
Q

Define: Access Level: Half Yellow Circle

A

Local:
access to only records within BU

Known as access level BU

203
Q

Define: Access Level: Quarter Yellow Circle

A

Basic:
access to only records that user owns

Known as access level USER

204
Q

Can a system admin role be modified?

A
  • NO
205
Q

List the Access Level Hierarchy starting from Top to Bottom

A
  • Organization
  • Parent: Child BU
  • Business Unit
  • User
206
Q

What is a theme?

A

A way to customize the UI

207
Q

When creating a new theme, what is best advised to do first?

A

‘Clone’ the default theme for rollback encase something doesn’t work

208
Q

When does a Theme take effect?

A

When you publish the theme

209
Q

Are Themes included in your solution when exported?

A

NO

210
Q

How do you load images into a theme?

A

Use the Web Resource Function inside the solution.

211
Q

What are the three options for integrating email into D365?

A
  • D365 for Outlook
  • Server-side Synchronization
  • Email Router (Deprecated)
212
Q

List steps to set up Server-side sync for emails:

A
  • Configure System Settings
  • Configure the server profile
  • Define and configure mailboxes for users/queues
213
Q 
List the 5 Server-Side Email Configurations:
D365 (\_\_\_\_)  to E\_\_\_\_O\_\_\_\_\_
D365 (\_\_\_\_)  to E\_\_\_\_S\_\_\_\_\_\_(O\_\_\_P\_\_)
D365 (o\_\_p_)  to E\_\_\_\_S\_\_\_\_\_(O\_\_\_P\_\_)
D365 (o\_\_p_)  to E\_\_\_\_O\_\_\_\_\_
D365 to POP3/SMTP Server
A

Connect Dynamics 365 (online) to Exchange Online

Connect Dynamics 365 (online) to Exchange Server (on-premises)

Connect Dynamics 365 (on-premises) to Exchange Server (on-premises)

Connect Dynamics 365 (on-premises) to Exchange Online

Connect Dynamics 365 to POP3/SMTP servers

214
Q

What are the three email client options?

A

D365 for Outlook Client
CRM App for Outlook
Folder Tracker

215
Q

What does folder tracking require?

A

Server-Side Sync

216
Q

Must you enable folder tracking to work?

A
  • Yes
217
Q

What is the maximum number of folders you can track?

A
  • 25
218
Q

List some key features of the Outlook Client:

A

`- sync appointments, contacts and tasks

  • allow access to CRM data directly
  • off-line capability of syncing data once back online
219
Q

What is the number of entities a stage can have for a Business Process Flow?

A
  • only one per stage

- max of 5 per Business Process Flow

220
Q

Branching for Business Process Flows can go how many levels deep?

A
  • 5 levels deep
221
Q

What relationship is not permitted for a stage’s entity in the Business Process Flow?

A
  • N:N Relationship
222
Q

What is scope for a workflow?

A
  • related to a user/organisation/business unit

- workflow only triggers when it is triggered by the object chosen in scope

223
Q

What is a knowledge management used for?

A
  • a way for users to search a knowledge database to find resolutions for cases/services
  • a way for users to find explanations for topics
224
Q

What are knowledge base articles associated with?

A
  • associated with cases/entities
225
Q

Does KB records support multi-language?

A
  • YES
226
Q

What email configuration is set by default?

A
  • Microsoft Exchange Online
227
Q

Do users have their own specific mailbox? (regarding email configuration)

A
  • YES
228
Q

What must you do for a user to have a working mailbox in email configuration?

A
  • Must approve the user email
229
Q

What is the max size of file for data import under data management?

A
  • 8MB
230
Q

Can one export a managed solution?

A
  • NO
231
Q

Managed solutions can only be updated by solutions from the ______ publisher

A
  • same
232
Q

The solution publisher prefix may have no more than _____ lower case letters and numbers

A
  • 8
233
Q

On a many to many entity relationship, can the intersect entity be viewed/customized?

A
  • NO
234
Q

For mobile clients, what determines the order of the entities displayed?

A
  • The Site Map
235
Q

The user who adds another user to an Access Team must have what privilege?

A
  • share privilege

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