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CRM > MB2 - 716 > Flashcards

MB2 - 716 Flashcards

1
Q

What are the three offerings out of the box?

A

Sales, Marketing and Service modules

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2
Q

What are the 4 types of clients for D365?

A
  1. Web
  2. Outlook
  3. Phones/Tablet
  4. Completely custom
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3
Q

What browsers are supported for the web client?

A 
IE 10 and 11
Edge
Firefox
Chrome
Safari
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4
Q

What are the two types of Outlook clients?

A
  1. Traditional outlook client

2. Outlook app

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5
Q

Two main features for the traditional Outlook client

A
  1. Syncs CRM records with outlook folders

2. Provide offline capabilities

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6
Q

Three things to know about Outlook app

A
  1. no client to install
  2. works in outlook and OWA
  3. Downloads directly from CRM
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7
Q

4 main purpose of the security model

A
  1. control access to records
  2. control access to UI elements (forms, dashboards, bpfs)
  3. Control access to features
  4. Simplify the user experience
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8
Q

Can the system admin role be modified?

A

No. At least one person must be the sys. admin at all times.

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9
Q

Security levels are defined at what levels?

A
  1. Entity/record

2. Task: print, merge, go offline, etc.

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10
Q

What is the most basic security unit in CRM? What does it define?

A

privilege

What actions a user can perform in each entity: Create contact, read accounts, update invoices, delete contacts, etc.

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11
Q

What are the eight common privileges in CRM?

A
  1. Create
  2. Update
  3. Read
  4. Delete
  5. Share
  6. Append
  7. Append To
  8. Assign
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12
Q

Privileges work with ________ in conjunction when defining security. What does the answer for the blank define?

A

Access Levels. Define which records for that entity a user can perform actions upon.

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13
Q

Access levels are based on a combination of?

A

Record Ownership + Business Unit that the user belongs to.

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14
Q

What is required in order for a team to own records?

A

Security roles

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15
Q

A team can belong to how many business units?

A

Only ONE

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16
Q

A team can only consist of teammates from one business unit.

True/False?

A

FALSE.

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17
Q

How does security roles work for users in a team?

A

The security roles for both users and team are combined, and the user is granted the LEAST RESTRICTIVE access level for that record type and privilege.

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18
Q

Can a team be assigned multiple security roles? What happens if a team is assigned to multiple roles?

A

Yes.

Priv/roles are combined and users/team are granted the LEAST RESTRICTIVE access level for that record type and privilege.

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19
Q

What are the five access levels?

A
  1. none
  2. user
  3. business unit
  4. parent: child business unit
  5. organization
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20
Q

What is the purpose of a business unit in terms of security?

A

Define boundaries for security role access levels

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21
Q

What does a business unit contain?

A

users, teams, security roles

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22
Q

What is the first business unit?

A

the “Root” business unit. It is created when the organization is deployed, with the same name as the organization.

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23
Q

What are the three similarities/contrasts between the root BU and child BU’s

A

Both Root and Child BU can be renamed.

Root:

  • can’t be deleted/disabled
  • can’t be moved to have a parent BU

Child:

  • can be deleted/disabled
  • can be moved to have a parent BU
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24
Q

How are user credentials verified when a user is logging into CRM?

A

on-prem: AD

online: Office 365

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25
Q

Can you a delete a user?

A

no

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26
Q

How do you prevent a user from accessing?

A

Disable the user

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27
Q

What happens when you change a user/team’s business unit?

A

It removes all security role. Access is denied until new ones are assigned.

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28
Q

Can you add/remove users to/from the default team of each BU?

A

No.

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29
Q

What are the two basic types of teams?

A

Access: Grants specific permissions to individual records
Owner: Records can be owned by multiple users as opposed to individual user

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30
Q

When to use Owner Team?

A
  1. Records owned by group instead of individual users
  2. Number of teams is known at design time
  3. Reporting on progress by teams is required
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31
Q

When to use Access Team?

A
  1. Team needs to be dynamically formed/dissolved.
  2. Number of teams is not know at design time
  3. Team members require different access rights to records
  4. Some use require single access to records without ownership
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32
Q

Duplicate Detection can only be scheduled between how many days?

A

7~365 days

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33
Q

When does auditing take into affect?

A

When it’s enabled for the organization in system settings

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34
Q

What can you audit in CRM?

A

entities and specific fields.

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35
Q

The hierarchy security must be enabled before you can configure it for use.

True/False

A

True

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36
Q

What are the two types of hierarchy security?

A
  1. Manager

2. Position

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37
Q

Within the context of hierarchy security, the manager must reside in the same business unit or in the parent business unit of the person(s) they directly/indirectly manage.

True/False?

A

Yes.

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38
Q

4 types of process/workflows from the process center are?

A
  1. Business Process Flow
  2. Workflow: Background/Realtime
  3. Dialog
  4. Custom Action
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39
Q

Custom workflow always run asynchronously/synchronously when called from code or Process?

A

synchronously.

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40
Q

Workflows can be started in what ways?

A
  1. manually
  2. by another workflow or dialog
  3. automatically: record is created, status changes, assigned, field changes, deleted
  4. any combination of the above
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41
Q

Where to enable BPF?

A

on the entity definition screen

42
Q

Within the context of BPF, “Flow” consists of which two components? What does each of them represent?

A
  1. stage: major accomplishments

2. condition: allows for branching depending on values from previous states

43
Q

Within the context of BPF, “Composition” consists of which two components? What do they mean?

A
  1. Step: a D365 field

2. Workflow: can be specific or Global.

44
Q

How many entities can you have per stage for a BPF?

A

ONE entity per stage

45
Q

Max steps and stage for each BPF?

A

30 steps for each of the 30 stages per BPF

46
Q

What’s maximum # of entities per BPF?

A

FIVE

47
Q

Are relationships between entities required to include them in a BPF?

A

NOPE.

But relationships can provide enhanced functionality. note that ONLY 1:n relationships can be leveraged, NOT N:N.

48
Q

As long as the primary entity of the BPF has been configured to enable BPF, then it is fine to include other entities in the same BPF even though it is not enabled in their settings.

True/False

A

FALSE.

only entities that have BPF enabled in their definition can be included in BPFs

49
Q

What are the two restrictions with branching rules for BPF?

A
  1. They are based on values from only the preceding branch

2. A branch can only go 5 levels deep

50
Q

Can you mix AND/OR operators in a single condition?

A

NO.

51
Q

Solution created in CRM contains a reference to or a copy of the component?

A

Reference. Multiple solutions on the same org will not have its own copy of the component.

52
Q

How do version numbers work when importing solutions?

A

Version number are compared when solutions are imported. Newer versions will replace existing versions of the solution.

53
Q

What are prefixes used for in terms of a solution?

A

Used for name of some components.

Define who is doing the changes.

54
Q

How many letters or words can you enter for a prefix?

A

no more than eight lower case letters and numbers.

55
Q

Managed solutions can only be updated by solutions that are…?

A

Solutions that have the same publisher.

56
Q

What happens to the components when you delete an unmanaged solution?

A

All components in the solution remain. They must be deleted individually.

57
Q

What happens to the components when you deleted a managed solution?

A

All components are removed unless they are used by other managed solution.

58
Q

Can you export a managed solution?

A

No.

59
Q

Solution contains references to existing or new components in which solution?

A

the default solution. Any changes made in one solution are also visible in other solutions in same organization.

60
Q

When is the plural name of an entity used?

A
  1. in names of default views

2. in navigation to related entities.

61
Q

What are Custom Controls for?

A

Fields and Data Set Visualizations for the Mobile Client.

62
Q

Editable Grids are defined at which level? Which clients are they available for?

A

at the entity level.

Available for Web, Tablet and Phone.

63
Q

What’s the default security setting for custom entities?

A

Only SA has access. All other roles will need to be provided appropriate access.

64
Q

What’s the difference between floating point number and decimal number?

A

FP - decimal up to 5 places

decimal - decimal up to 10 places.

65
Q

How many decimal places for currency?

A

4

66
Q

Can Two Options store null as the default value?

A

no.

67
Q

Lookups are associated with which kind of relationships?

A

1:N

68
Q

What two entities does the Customer Field link?

A

Account and Contact

69
Q

What happens to records that use an old option set value that is later deleted?

A

The record still store the old value. It will be updated to the current default value when the record is opened.

Use AF before deleting an option and update records to a new value or clear the old one.

70
Q

What happens when you enable field security?

A

All access is removed until you grant permissions to it.

71
Q

What do Field Security Profiles show?

A

Lists all secured fields where you can add users and/or teams.

72
Q

How is security applied for the following levels:
Entity
Record
Field

A

Entity: managed through security roles
Record: Enabled by sharing specific records
Field: Controlled by using field security profiles

73
Q

How is security applied with Field Security is combined with Security Profiles?

A

Least restrictive Field Security profile applies
Least restrictive Security Role applies
Most restrictive of the two models wins
EX: user who has update access to a record and read permissions to a secure field can only read the field

74
Q

can you customize status (Active/inactive)?

A

no.

75
Q

What seven types of action trigger 1:N cascading behavior?

A

Assign, Share, Unshare, Re-parent, Merge, Delete, Rollup View

76
Q

What are the 4 cascading rules related to the actions Assign, Share, and Reparent?

A

Cascade All
Cascade Active
Cascade User-owned
Cascade None

77
Q

What are the 3 cascading rules related to Delete?

A

Cascade All: all related records are deleted
Remove links: related records remain in the system, but are no longer related to the deleted record (link is removed)
Restrict Delete: Target record can’t be deleted because there are still records related to it.

78
Q

What 4 types of cascading behaviors are there?

A

Parental
Referential
Referential, Restrict Delete
Configurable Cascading

79
Q

How is the hierarchical data structure constructed?

A

Self-referential one-to-many relationships of the related records

80
Q

How many self-referential relationships per entity can be set as hierarchical?

A

One.

81
Q

How many entities can the hierarchical visualization display at once?

A

One.

82
Q

What are the three limitations to attribute mapping?

A

Mapping only works when a record is created in the context of the parent record.
Mapping does not apply when a record is updated
Mapping does not maintain the relationship

83
Q

What are the restrictions to the attributes that are to be mapped?

A
  1. Both attributes must be the same type
  2. Target attribute must have equal or greater length than the source attribute
  3. target attribute should not be involved in another mapping.
  4. you cannot map to or from a disabled field.
84
Q

What does the navigation in the form editor do?

A

Lets you set the sitemap of the related entities

85
Q

Which entities is Bing Maps available for?

A

Only the system entities that use the address record ( Account, Contact, Lead)

86
Q

Can you display unrelated records on a sub-grid?

A

Yes

87
Q

Can sub-grids be set as editable?

A

Yes.

88
Q

Explain the required security privileges to use Access Team.

A

User who adds members must have share privilege of the record and all the access rights defined in the Access Team template.

User who is added to the team must have at least all user level access to all the privileges that the Access team template has.

89
Q

What happens to the Business Rule application if the field in its condition is not on the form?

A

The rule is ignored, but no error is triggered.

90
Q

Explain the three different business rule scopes

A
  1. Single Form (listed by name): Applies only to the specified form. Rules will need to be created for each additional form
  2. All Forms: applies to every form associated to that entity, but only triggered when interacting entity forms
  3. Entity: Runs on both client and server side.
91
Q

What three types of views are there?

A

System, Public, and Personal

92
Q

What five types of system views are there?

A 
Advanced Find - default for AF
Associated - Displays related records
List Member View - Account, Contact, Leads only
Quick Find
Look Up
93
Q

How many entities are enabled by default for mobile?

A

26

94
Q

Which entities cannot be disabled for mobile?

A

Activity, Team, Connection, Attachment, Entitlement, User, Web Resource, SLA KPI Instance, Note

95
Q

Which security role privilege do you need to access mobile?

A

Business Management Tab -> CRM for Mobile

96
Q

How many tabs can be displayed in mobile?

A

5 or (75 fields and 10 lists)

97
Q

If a user has access to multiple forms, which form will only show on the mobile for said user?

A

The first form that’s enabled for mobile

98
Q

What form contents can be adjusted to show/hide on mobile?

A

Tab
Section
Form Fields
Sub Grids

99
Q

What’s the 4 high-level steps for enabling folder tracking?

A
  1. Enable Server-Side Sync
  2. Enable Folder-Level Sync
  3. Create Exchange Folder
  4. Map Folder for Tracking
100
Q

What’s the first step requirement for enabling SharePoint/OneNote integration?

A

Server-Side Sync

101
Q

What’s required for OneDrive integration after you enabled server-side sync?

A

SharePoint sync

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