MB2-712 Customization and Configuration in Microsoft Dynamics CRM 2016

Question 1

Which of the following options are available when creating a Duplicate Detection Job? (Select all that apply)

A. It can be scheduled

B. It can delete duplicates

C. It can send Notification

D. It can be created for any entity

Answer 1

A. It can be scheduled

C. It can send Notification

Question 2

Which of the following entities does not have the ability to configure auto-number from within Settings – Administration – Auto Numbering?

A. Accounts

B. Cases

C. Orders

D. Campaigns

Answer 2

A. Accounts

Question 3

Which of the following statements are true about the root business unit in Dynamics CRM? (Select all that apply)

A. It cannot be disabled.

B. It cannot be deleted.

C. It can be renamed.

D. It can have a parent business unit.

Answer 3

A. It cannot be disabled.

B. It cannot be deleted.

C. It can be renamed.

The Root Business unit is the main business unit for an organization. It is created when the organization is created and will receive the name of the organization. It cannot be disabled or deleted and cannot have a parent business unit attached to it, as it needs to be the top level business unit. It can be renamed if needed.

Question 4

Which of the following statements about teams in CRM are true? (Select all that apply)

A. Each team must belong to a business unit.

B. Each business unit has a default team that is created. You cannot add/remove users to it.

C. CRM teams can own records.

E. Team members must all come from the same business unit.

Answer 4

A. Each team must belong to a business unit.

B. Each business unit has a default team that is created. You cannot add/remove users to it.

C. CRM teams can own records.

Question 5

Which of the following is are Dynamics CRM licensing options? (Select all that apply)

A. Basic

B. Professional

C. Enterprise

D. Small Business

Answer 5

A. Basic

B. Professional

C. Enterprise

Dynamics CRM provides 4 licensing options. Essential, Basic, Professional, and Enterprise. The actual pricing will vary depending on online, on-Premise, etc. However, the licensing options are the same.

Question 6

Which of the following would be considered an unsupported customization?

A. Creating a new form for entering data

B. Editing an existing view in the application

C. Deleting a field directly from the SQL database

D. Creating a dashboard containing multiple objects

Answer 6

C. Deleting a field directly from the SQL database

You are not under any circumstances allowed to modify the CRM databases directly. All customizations must be done through the CRM user interface.

Question 7

Which of the following is not a CRM process?

A. Workflows

B. Custom Actions

C. Dialog

D. Business Process Flow

E. Plugin

Answer 7

E. Plugin

Question 8

Which of the following statements about the CRM Client for Outlook is not true?

A. You must always be connected to CRM (no offline capabilities)

B. CRM contacts can be synchronized with Outlook contacts

C. You can work with CRM lists, forms, and other items directly from within Outlook

D. You can track e-mails as CRM activities

Answer 8

A. You must always be connected to CRM (no offline capabilities)

The CRM Client for outlook provides the ability to Synchronize CRM contacts, tasks, and appointments with Outlook, as well as direct access to CRM lists and forms. It also provides the ability to track emails received in Outlook as CRM activities. Organizations can install the Outlook Client with offline access to provide users the ability to work offline.

Question 9

Which of the following options are available when creating a Duplicate Detection Job? (Select all that apply)

A. It can be scheduled

B. It can delete duplicates

C. It can send Notification

D. It can be created for any entity

Answer 9

A. It can be scheduled

C. It can send Notification

Question 10

Which of the following entities does not have the ability to configure auto-number from within Settings – Administration – Auto Numbering?

A. Accounts

B. Cases

C. Orders

D. Campaigns

Answer 10

A. Accounts

Question 11

.
Which of the following statements are true about the root business unit in Dynamics CRM? (Select all that apply)

A. It cannot be disabled.

B. It cannot be deleted.

C. It can be renamed.

D. It can have a parent business unit.

Answer 11

A. It cannot be disabled.

B. It cannot be deleted.

C. It can be renamed.

The Root Business unit is the main business unit for an organization. It is created when the organization is created and will receive the name of the organization. It cannot be disabled or deleted and cannot have a parent business unit attached to it, as it needs to be the top level business unit. It can be renamed if needed.

Question 12

Which of the following statements about teams in CRM are true? (Select all that apply)

A. Each team must belong to a business unit.

B. Each business unit has a default team that is created. You cannot add/remove users to it.

C. CRM teams can own records.

D. Team members must all come from the same business unit.

Answer 12

A. Each team must belong to a business unit.

B. Each business unit has a default team that is created. You cannot add/remove users to it.

C. CRM teams can own records.

Question 13

Which of the following is not an access level setting for a security roles privilege?

A. Business Unit

B. User

C. Organization

D. Global

E. None

Answer 13

D. Global

Question 14

Which of the following statements is true of a security role created in the root business unit? (Select all that apply)

A. All other business units will inherit this role.

B. The role can be edited in any business unit it exists in

C. The role can be edited only in the root business unit

D. The role can be moved to any other business unit

Answer 14

A. All other business units will inherit this role.

C. The role can be edited only in the root business unit

Each role is created at a business unit level. Roles created in a business unit are automatically inherited by each of its child Business units. Roles can only be edited in the business unit that they were created in.

Question 15

A user has two security roles assigned to them. The first allows them to read accounts, delete contacts, and edit opportunities. The second does not allow them delete contacts, but allows them update accounts. Which of the following statements are true? (Select all that apply)

A. The user cannot delete contacts.

B. The user can update accounts.

C. The user can edit opportunities.

D. The user can only read accounts.

Answer 15

B. The user can update accounts.

C. The user can edit opportunities.

Question 16

You want to move a user to a different business unit. Which of the following statements are true? (Select all that apply)

A. The user will receive all security roles in the new BU they had in the old BU.

B. The user will lose any security roles that were assigned to the Them in the previous BU.

C. You cannot move a user from one business unit to another.

D. You must assign a new security role to the user in the new BU.

Answer 16

B. The user will lose any security roles that were assigned to the Them in the previous BU.

D. You must assign a new security role to the user in the new BU.

Question 17

You accidently imported an unmanaged solution into your environment that contains a custom entity, a process, and a custom security role. The solution and all of its components need to be deleted. How would you do this?

A. Delete the solution which will remove all the components.

B. Remove the components from the solution

C. Unmanaged solutions cannot be deleted

D. Delete the solution then manually remove each of the three components

Answer 17

D. Delete the solution then manually remove each of the three components

Removing a component from the solutions does not delete them from the system. It only removes them from the solution container. When you import an unmanaged solution, all the components in the solution are added to the new organization. When you remove an unmanaged solution you are only removing the container. All the components in the solution must be manually deleted individually.

Question 18

Which of the following statements about Managed solutions are true? (Select all that apply)

A. All solutions start as managed.

B. Managed solutions can NOT be modified directly

C. Managed solutions cannot be exported

D. When removed all components items included are removed

Answer 18

B. Managed solutions can NOT be modified directly

C. Managed solutions cannot be exported

D. When removed all components items included are removed

Question 19

Which of the following statements are true about entity Assets? (Select all that apply)

A. Assets can only be added when you first add an entity to a solution.

B. System entities will have all assets selected by default.

C. Assets can be added to an entity at any time.

D. Custom entities will have all assets selected by default.

Answer 19

C. Assets can be added to an entity at any time.

D. Custom entities will have all assets selected by default.

Question 20

What field requirement should you configure on a field to ensure that a user must enter a value?

A. Mandatory

B. Compulsory

C. Business Recommended

D. Business Required

E. Audited

Answer 20

D. Business Required

The field requirement field controls the requirement level of a field. Fields can be set to Optional, Business Recommended, or Business Required.

Question 21

Which of the following properties cannot be changed after you save a field?

A. Field Security

B. Display Name

C. Data Type

D. Auditing

Answer 21

C. Data Type

After a field is saved for the first time, you are unable to modify the field’s name, data type, or field type. You can change things like the Display Name, Field Security, and Auditing at any time.

Question 22

You created a custom entity with forms and views, and published all your customizations. You can see it but no other users can. Which of the following is most likely the cause?

A. You forgot to set the managed properties

B. You did not configure relationships

C. You did not set security roles to allow access to the entity

D. You set ownership to organization owned instead of user/team owned

Answer 22

C. You did not set security roles to allow access to the entity

By default only the System Administrator security role has access to a custom entity when it is created. You must individually define the necessary privileges and access levels for every security role that will require access to the entity.

Question 23

Which of the following entity properties cannot be turned off once they have been enabled?

A. Access Teams

B. Document Management

C. Queues

D. Allow for Quick Create

Answer 23

C. Queues

Many entity properties can be turned on and off as needed, however there are specific entities properties that cannot be disabled after they have been enabled. These include Queues, Connections, Activities, and Business Process Flows.

Question 24

You have created a simple field called total value. It needs to multiple two fields on the entity together. You want the field to populate the value automatically. How can you do this?

A. Change the field type from simple to calculated.

B. Delete the field and recreate it as calculated.

C. Change the field type from simple to rollups.

D. Delete the field and recreate it as rollup.

Answer 24

B. Delete the field and recreate it as calculated.

There is no way to convert an existing simple field to a calculated field. You can only define a field as calculated when you create it. They only way you could make an existing field calculated would be to first delete the field and recreate it as a calculated field.

Question 25

Which of the following is not a field security permission that can be grated?

A. Read

B. Append

C. Create

D. Update

Answer 25

B. Append

Question 26

Which of the following statements about rollup fields in CRM are true? (Select all that apply)

A. You can have a maximum of 10 rollups per entity

B. Rollups fields values can be Audited

C. Rollup fields can’t be included in other rollup fields

D. Rollup fields can’t include Hierarchy Data

Answer 26

A. You can have a maximum of 10 rollups per entity

C. Rollup fields can’t be included in other rollup fields

Question 27

Which of the following is true about Status and Status Reason fields for a custom entity?

A. The Status field is added by default, you must add a Status Reason field if you want to use it.

B. You can customize the Status labels and add more options to meet your requirements.

C. Status and Status Reason fields are only used with system entities.

D. You can customize the Status Reason labels and add more options to meet your requirements.

E. You can add more options to the Status Reason but you cannot modify the default options.

Answer 27

D. You can customize the Status Reason labels and add more options to meet your requirements.

Each entity system and custom entity will have a Status and a Status Reason field. The Status field cannot be customized, but the Status Reason field can be customized including the ability to add and edit Status Reasons associated with specific statuses.

Question 28

Which of the following is not a supported relationship type in Microsoft Dynamics CRM 2015?

A. One to many

B. Many to one

C. Any to Any

D. Many to Many

Answer 28

C. Any to Any

CRM supports two relationship types. One to many and Many to Many. A Many to One relationship is a One to Many relationship viewed from the other side which CRM does allow you to do.

Question 29

If you have a 1:N relationship between two entities – Event and Booking – and need all Bookings to be deleted automatically when an Event is deleted, which relationship behavior must you choose?

A. Parental

B. Referential

C. Referential, Restrict Delete

D. Delete Child

Answer 29

A. Parental

Parental sets all the cascading rules to Cascade all. So in this case it would delete all Bookings that are attached to specific event.

Question 30

You have created a custom entity called Events. From a parent event, you want to view Hierarchical data (sub-events) associated with the parent. Which of the following items are required to view Hierarchical (Select all that apply)

A. Enable hierarchy relationships on the Event entity properties

B. Create a self-referential relationship on the Event entity

C. Define the hierarchy in the event entity’s hierarchy settings.

D. Mark the relationship as hierarchical

Answer 30

B. Create a self-referential relationship on the Event entity

C. Define the hierarchy in the event entity’s hierarchy settings.

D. Mark the relationship as hierarchical

Question 31

You are going to use entity mapping to pre-populate data when someone creates a new contact for an account. Which of the following statements about entity mapping are true? (Check all that Apply)

A. Mapping only works when a new record is created directly from the parent record.

B. Both fields being mapped must be on the same data type.

C. Mapping maintains the relationship and keeps data synchronized.

D. The target field length must be equal or larger than the source length.

Answer 31

A. Mapping only works when a new record is created directly from the parent record.

B. Both fields being mapped must be on the same data type.

D. The target field length must be equal or larger than the source length.

Entity Mapping only works when you are creating a child record directly from the parent record. It is only used for initial pre-population of data prior to saving the record for the first time. It does not keep the data synced and will not maintain the relationship after the record is saved. Reference: Entity Mapping (Limitations)

Question 32

Which of the following are types of forms in Microsoft Dynamics CRM? (Select all that apply)

A. Mobile

B. Quick Create

C. Main

D. Quick View

E. Tablet

Answer 32

A. Mobile

B. Quick Create

C. Main

D. Quick View

Question 33

What three steps must you follow to configure Access Teams to be displayed on form for a custom entity named Project?

A. Add a sub-grid of team records to the project form, create a team for each project record, and share each project record with the team you created for that record.

B. Create an Access Team Template, add a sub-grid of team records to the project form, create a new team from the team template and attach it to the Project entity.

C. Enable the Project entity for access teams, create an Access Team Template for the Project entity, and add a sub-grid of user records to the Project form.

Answer 33

C. Enable the Project entity for access teams, create an Access Team Template for the Project entity, and add a sub-grid of user records to the Project form.

In order for a sub-grid on an entity form to be used with access teams you must do the following: On the entity definition screen, enable the entity for access teams and save it. You create an Access Team Template that defines the specific privileges to be granted to team members. On the entity form, add a sub-grid that is associated with a specific Access Team Template.

Question 34

You want to be able to display a list of all the open registrations for a specific event directly on the form. Which form component listed below would you use to accomplish this?

A. Iframe

B. Knowledge Base Search

C. Notes Control

D. Sub-Grid

Answer 34

D. Sub-Grid

Sub-grids display data from other records on a form. Typically they display related records but they can be configured with unrelated data.

Question 35

You have a field called cost that you want to add to a custom form. You want to ensure that users can enter information into the field. Which areas in a CRM form allow users to edit the data in the form?

A. Header

B. Navigation

C. Body

D. Footer

Answer 35

A. Header

C. Body

Question 36

On the Account entity what should the scope be set to if you want your business rule to run on the server?

A. Account

B. All Forms

C. Entity

D. Server

Answer 36

C. Entity

Setting a business rule scope to either a specific form or all forms will cause the rule to execute on the client side only. Setting the Scope to server will allow it to be executed server side.

Question 37

Which of these is not an area of the system where you can access Business Rules?

A. In a Solution - under an entity – Business Rules node in the solution explorer.

B. In a Solution, under the Processes node in the solution explorer.

C. In the form editor, in the Business Rules Explorer pane.

D. In a Solution - in the properties for a specific field of an entity.

Answer 37

B. In a Solution, under the Processes node in the solution explorer.

Question 38

Which of the statements below about Business Rules in CRM is not a true statement.

A. Business Rules are triggered when a form loads.

B. A Business Rule can have multiple conditions specified.

C. Business Rules are triggered when a form is saved.

D. Business Rules are triggered on change of data in a field.

Answer 38

C. Business Rules are triggered when a form is saved.

Question 39

Which of the following are types of system views in CRM? (Select all that apply)

A. Advanced Find

B. Associated

C. Lookup

D. Quick Find

E. Active

Answer 39

A. Advanced Find

B. Associated

C. Lookup

D. Quick Find

Question 40

. Which of the following chart types are available by using the UI tools in Microsoft Dynamics? (Select all that apply)

A. Column

B. Line

C. Stacked Bar

D. Pyramid

E. Funnel

Answer 40

A. Column

B. Line

C. Stacked Bar

E. Funnel

CRM has several different types of Charts to choose from including Line, Stacked Bar, Column, and Funnel. There is not a Pyramid Type available.

Question 41

From the List below select all of the statements that will apply to a System dashboard you create. (Select all that Apply)

A. It will be visible by every CRM user.

B. It can be included in a solution.

C. It cannot be accessed on Mobile Clients.

D. It can only use public views and system charts.

E. It must be published before it will be visible to users.

Answer 41

B. It can be included in a solution.

D. It can only use public views and system charts.

E. It must be published before it will be visible to users.

Question 42

Which of the following are dashboard components that can be added to Dynamics CRM dashboards? (Select all that apply)

A. Charts

B. Quick Views

C. Iframes

D. Bing Maps

E. List

Answer 42

A. Charts

B. Quick Views

C. Iframes

E. List

Question 43

You have a dashboard that you want users to be able to use on the Mobile application. Which of the following determines if it will be available to a user on the mobile client. (Select all that apply)

A. If it is a System Dashboard. (Only System dashboards can be made available on mobile).

B. If their Security role(s) has access to the dashboards.

C. If it is a Personal Dashboard. (Only Personal dashboards can be made available on mobile).

D. If the dashboard has been made Available on Mobile Clients.

E. If the name of the dashboard contains “Mobile Dashboard.”

Answer 43

B. If their Security role(s) has access to the dashboards.

D. If the dashboard has been made Available on Mobile Clients.

Question 44

You would like to create a process that can be used to capture specific address information that is missing on a lead. You want to find which information is missing, and then prompt the user to enter it. Using the information entered you also need it to update the original record. Which process would you mostly use to accomplish this?

A. A Real-Time Workflow

B. A Dialog

C. A Background Workflow

D. A Custom Action.

E. A Business Process Flow

Answer 44

B. A Dialog

Question 45

You have created a workflow that should run every time a user creates a new lead in the system. You have activated it and verified that it runs when you create a new lead. However, the workflow does not run when any other user regardless of who they are creates a lead. What is most likely the reason?

A. You set the Scope of the workflow to organization.

B. You set the Scope of the workflow to User.

C. You set the Scope of the workflow to Business Unit

D. You Set the Scope of the workflow to Parent Child

Answer 45

B. You set the Scope of the workflow to User.

Question 46

Which of the following actions is available from Dialogs, but is not available for Workflows?

A. Create Record

B. Perform Action

C. Change Status

D. Query CRM Data

Answer 46

D. Query CRM Data

Question 47

Which of the following statements is true about Business Process Flows?

A. A business process flow can only be enabled for out-of-the box entities.

B. A business process flow can span multiple entities.

C. A business process flow can only be enabled for custom entities.

D. A user can switch to another Business Process Flow at any time, and the new process will continue from the same stage that the earlier process stopped.

Answer 47

B. A business process flow can span multiple entities.

Question 48

You are creating a Business Process Flow, and have determined that it would be best to use a conditional branching. Which of the Statements below about Conditional Branching are true? (Select all that apply)

A. Branching rules must be based on steps in the preceding stage.

B. A branch can go up to 10 levels deep.

C. A branch can change to the next or a future stage.

D. A single condition can contain a mix of And/Or operators.

Answer 48

A. Branching rules must be based on steps in the preceding stage.

C. A branch can change to the next or a future stage.

Question 49

You have 4 Business Process Flows that have been created for a custom entity. Each one has different security roles defined for it. Which of the following statements are true when you create multiple BPF’s for a single entity? (Select all that apply)

A. The order number of a Business Process Flow is considered to help determine which Process Flow is default for a specific user.

B. If a user does not have access to the current process being used on a record, the Process bar is not shown in the application.

C. The users Security Roles are considered to help determine which Process Flow is default for a specific user.

D. User can switch to any Business Process Flow assigned to that entity that their Security Role provides them access to at any time when working with a record.

Answer 49

A. The order number of a Business Process Flow is considered to help determine which Process Flow is default for a specific user.

C. The users Security Roles are considered to help determine which Process Flow is default for a specific user.

D. User can switch to any Business Process Flow assigned to that entity that their Security Role provides them access to at any time when working with a record.