Brainscape's Knowledge GenomeTM

Browse over 1 million classes created by top students, professors, publishers, and experts.


See full index

Dynamics 365 Certification Exam > MB2-712 Study Cards > Flashcards

MB2-712 Study Cards Flashcards

1
Q

What are the major differences between online and on-premise deployments?

A

Online:

  • No DB access
  • Pay per user/month
  • Upgrade automatically
  • No servers to buy or installation to do

On-Premise:

  • DB access
  • Licenses per user
  • Upgrade manually
  • Must buy/build servers and install things locally
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

What are 3 ways an Opportunity may be generated from?

A
  1. Qualifying a lead
  2. Converted from an activity
  3. Created from scratch
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

Describe a scenario in which an Activity Feed or Yammer Feed would be used.

A
  • Manager wants to stay informed about events on key customers and opportunities but doesn’t want to dive into each CRM record.
  • A user wants to call up a CRM record and see a quick history of recent events on that record
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
4
Q

What are the three main fields on a Goal entity?

A
  1. Target
  2. Goal Owner
  3. Period of Time
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
5
Q

What do the following symbols mean on a Goal Chart?

Blue Circle
Black Triangle
Blue Bar
Orange Bar

A

Blue circle = Target
Black Triangle = Where we should be as of today
Blue Bar = What has been achieved
Orange Bar = In progress

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
6
Q

The marketing tools in D365 are basic, but useful. What are the 4 core utilities that the Marketing module can do in D365?

A
  • Track campaigns on leads & opportunities
  • Segment and create lists
  • Bulk email
  • Mail merge
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
7
Q

There are two types of marketing lists. What are they and how are they different?

A

Static: List is defined by manually selecting members, good for quick communication, not automatic

Dynamic: Defined by advanced find query, will update

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
8
Q

What are 4 ways a Campaign Response can be created?

A
  1. Manual
  2. Convert existing campaign activity to repsonse
  3. Auto generate campaign response from email
  4. Import campaign response from external file
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
9
Q

What are the 6 aggregate options for Charts?

A
  • Count: All
  • Count: Non-empty
  • Avg
  • Max
  • Min
  • Sum
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
10
Q

What is the max number of items on a dashboard?

A

6

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
11
Q

What types of items can be on a dashboard?

A
  • Charts
  • Lists
  • Iframe
  • Web resources
  • Social insights (IF you have Microsoft Social Engagement)
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
12
Q

The display on the phone is limited by tab/field/list number. What is the maximum?

A

5 tabs or 75 fields/10 lists

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
13
Q

What are 5 ways that a Case can be created?

A
  1. Manually
  2. Convert from activity
  3. Auto via workflow
  4. Auto via integration
  5. Via channel engagement framework
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
14
Q

Which of the following are special features of Cases?

Apply routing rule

Apply workflow

Search knowledge base

Create parent case

Create child case

Find similar cases

A

*Apply routing rule

Apply workflow

*Search knowledge base

Create parent case

  • Create child case
  • Find similar cases
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
15
Q

You try to resolve a Case but it is unsuccessful. What might be the reason?

A
  • Open activities
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
16
Q

The resolve case dialog appears upon Case resolution. What are the fields?

A
  1. Resolution Type
  2. Resolution
  3. Total Time
  4. Billable Time
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
17
Q

What 2 things happen when a case is resolved?

A
  1. Record becomes read-only

2. Case Resolution Activity record is created

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
18
Q

What are 2 allotments for Entitlements?

A
  1. Number of cases

2. Amount of time

19
Q

When will an entitlement decrement? List two options.

A
  1. Upon case creation

2. Upon case resolution

20
Q

What are the 3 SLA possible actions?

A
  1. Triggered on case creation
  2. First response by
  3. Resolved by
21
Q

What is the difference between standard SLA and enhanced SLA?

A

A standard SLA leverages multiple fields on Case form rather than using related SLA KPI records.

  • Standard SLA will be deprecated
22
Q

When a Customer contacts support and a Case is created, what are 5 options of what to do next in terms of assignment?

A
  1. Don’t assign. Resolve case.
  2. Assign to individual.
  3. Assign to team.
  4. Place in queue.
  5. Run routing rule.
  • Adding a case to a queue DOES NOT reassign the case. This must be done manually or with workflow.
23
Q

What are the Queue Item commands?

A

Route
Pick
Release
Remove

24
Q

What are the 6 entities in the Service Scheduling module?

A
  1. Resources
  2. Resource Group
  3. Site
  4. Services
  5. Resource Selection Rules
  6. Service Activities
25
Q

What is the difference between Configuration and Customization?

A

Configuration: templates, security and settings

Customization: changing the appearance or behavior of system without code

26
Q

How are customizations stored?

A

Stored as XML in the database on top of the base configuration.

27
Q

Which entity properties cannot be disabled after enabling?

A

Queues
Connections
Activities
Business Process Flows

28
Q

What are the 6 types of forms?

A 
Main
Mobile Express
Quick Create
Quick View
Card
Main Interaction Centric
29
Q

What are the 5 tabs on field properties?

A 
Display
Formatting
Details
Events
Business Rules
30
Q

Views are always trimmed base on the security model. What are the 3 components of that model?

A
  1. Record ownership
  2. Security role
  3. Business unit
31
Q

What are the 3 major types of Views?

A
  1. Personal
  2. Public/Global
  3. System
32
Q

What is the max number of entities that may be used in a quick search?

How many fields are displayed on the search results tile in global search?

A

10

3

33
Q

What data types does a Rollup Field support?

A

Whole number
Date
Time

34
Q

What is the maximum number of Rollups an entity came have? An organization?

A

10 per entity
100 per organization

*Can be modified for on-premise deployment

35
Q

What entity properties CANNOT be changed once it is created?

A

Ownership Type
Schema Name
Set as a Custom Activity
Uses Notes/Activities

36
Q

How are N:N relationships stored in the database?

A

There is a “hidden” intersect entity that contains a primary key and two foreign keys for each related entity. This intersect entity cannot be changed.

37
Q

You can control how certain actions taken on a record affect any related records. What the are 6 actions on entities that can be controlled?

A 
Assign
Share
Unshare
Reparent
Merge
Delete
38
Q

You can control how certain actions taken on a record affect any related records. These are determined by assigning rules to entity actions. Describe the rules:

Cascade All

Cascade Active

Cascade User-Owned

Cascade None

Remove Link

Restrict Link

A

Cascade All Perform action on all related entity records

Cascade Active Perform action on all active related entity records

Cascade User-Owned Perform action on all related entity records owned by the same user as the primary entity record

Cascade None Do nothing

Remove Link Remove value of the lookup field for all related entity records

Restrict Delete Prevent primary entity from being deleted when related records exist

39
Q

What is the difference between removing a managed solution and an unmanaged solution?

A

In a managed solution, components are removed unless other solutions use them.

In an unmanaged solution, components remain part of the default solution.

40
Q

What are the 4 types of Processes?

A
  1. Worfklow
  2. Dialogs (will be deprecated)
  3. Business Process Flows
  4. Actions
41
Q

What is the max number of stages a Business Process Flow may have?

What is the max number of steps a stage can have?

What is the max number of flows an entity can have?

A

30

30

10 activated flows

42
Q

What is the difference between a Manager Hierarchy and a Positions Hierarchy?

A

Manager Hierarchy: Managers inherit access to subordinates records

Positions Hierarchy: Multiple users inherit same access as they share the same senior position

  • Cannot choose both
43
Q

What is the difference between “Append” and “Append To” in entity privileges?

A

Append: Associate entity to other records

Append To: Attach entity to other records

44
Q

If a user has multiple access levels, how is the user’s access defined?

A

By the least restrictive level

Dynamics 365 Certification Exam (1 decks)

Brainscape helps you reach your goals faster, through stronger study habits.
© 2024 Bold Learning Solutions. Terms and Conditions