MB2-716 Microsoft Dynamics 365 Customization and Configuration-Klug Flashcards

81059AE: Customization in Microsoft Dynamics 365 for Sales and Customer Service; 81060AE: Configuration in Microsoft Dynamics 365 for Sales and Customer Service

1
Q

Which of the following would be considered an unsupported customization?

Answers:

Adding a custom entity using the Dynamics 365 user interface.

Creating a new form for entering data.

Editing an existing view in the application.

Deleting a field directly from the SQL database.

Creating a dashboard containing multiple objects.

A

Which of the following would be considered an unsupported customization?

Answers:
Adding a custom entity using the Dynamics 365 user interface.

Creating a new form for entering data.

Editing an existing view in the application.

  • Deleting a field directly from the SQL database.

Creating a dashboard containing multiple objects.

Correct. You are not under any circumstances allowed to modify the Dynamics 365 databases directly. All customizations must be done through the Dynamics 365 user interface.

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2
Q

Which of the following is not a Dynamics 365 process?

Answers:

Workflows

Custom Actions

Dialogs

Business Process Flows

Plugin

A

Which of the following is not a Dynamics 365 process?

Answers: Answers:

Workflows

Custom Actions

Dialogs

Business Process Flows

  • Plugin

Correct. Dynamics 365 provides the ability to create several different types of processes including Workflows, Custom Actions, Dialogs, and Business Process Flows.

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3
Q

Which of the following statements about the Dynamics 365 Client for Outlook is not true?

Answers:

You must always be connected to Dynamics 365 (no offline capabilities).

Dynamics 365 contacts can be synchronized with Outlook contacts.

You can work with Dynamics 365 lists, forms, and other items directly from within Outlook.

You can track e-mails as Dynamics 365 activities.

A

Which of the following statements about the Dynamics 365 Client for Outlook is not true?

Answers:

  • You must always be connected to Dynamics 365 (no offline capabilities).

Dynamics 365 contacts can be synchronized with Outlook contacts.

You can work with Dynamics 365 lists, forms, and other items directly from within Outlook.

You can track e-mails as Dynamics 365 activities.

Correct. The Dynamics 365 Client for Outlook provides the ability to synchronize Dynamics 365 contacts, tasks, and appointments with Outlook, as well as direct access to Dynamics 365 lists and forms. It also provides the ability to track emails received in Outlook as Dynamics 365 activities. Organizations can install the Outlook Client with offline access to provide users the ability to work offline.

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4
Q

You accidentally 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?

Answers:

Delete the solution which will remove all the components.

Remove the components from the solution.

Unmanaged solutions cannot be deleted.

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

A

You accidentally 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?

Answers:

Delete the solution which will remove all the components.

Remove the components from the solution.

Unmanaged solutions cannot be deleted.

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

Correct. 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.

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5
Q

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

Answers:

All solutions start as managed.

Managed solutions can NOT be modified directly.

Managed solutions cannot be exported.

When removed all components items included are removed.

A

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

Answers:

All solutions start as managed.

  • Managed solutions can NOT be modified directly.
  • Managed solutions cannot be exported.
  • When removed all components items included are removed.

Every solution starts out as an unmanaged solution, it does not become a managed solution until it is specifically exported as a Managed solution.

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6
Q

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

Answers:

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

System entities will have all assets selected by default.

Assets can be added to an entity at any time.

Custom entities will have all assets selected by default.

A

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

Answers:

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

System entities will have all assets selected by default.

  • Assets can be added to an entity at any time.
  • Custom entities will have all assets selected by default.

Entity Assets allow you to only include the specific items needed for your solution to function. They help to prevent accidently overriding customizations made by other people. You can add assets to any entity at any time and custom entities will include all Assets by default, where system entities, will not include any assets and you will have to manually specify the assets to include.

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7
Q

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

Answers:

Mandatory

Compulsory

Business Recommended

Business Required

Audited

A

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

Answers:

Mandatory

Compulsory

Business Recommended

  • Business Required

Audited

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

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8
Q

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

Answers:

Field Security

Display Name

Data Type

Auditing

A

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

Answers:

Field Security

Display Name

  • Data Type

Auditing

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.

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9
Q

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?

Answers:

You forgot to set the managed properties.

You did not configure relationships.

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

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

A

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?

Answers:

You forgot to set the managed properties.

You did not configure relationships.

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

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

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.

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10
Q

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

Answers:

Access Teams

Document Management

Queues

Allow for Quick Create.

A

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

Answers:

Access Teams

Document Management

  • Queues

Allow for Quick Create.

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.

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11
Q

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

Answers:

Change the field type from simple to calculated.

Delete the field and recreate it as calculated.

Change the field type from simple to rollups.

Delete the field and recreate it as rollup.

A

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

Answers:

Change the field type from simple to calculated.

  • Delete the field and recreate it as calculated.

Change the field type from simple to rollups.

Delete the field and recreate it as rollup.

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.

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12
Q

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

Answers:

Read

Append

Create

Update

A

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

Answers:
Read

  • Append

Create

Update

Append is an entity permission not a field security permission. The available privileges for field security are Read, Create, and Update. They can each be defined independently.

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13
Q

Which of the following statements about rollup fields in Dynamics 365 are true? (Mark all that apply.)

Answers:

You can have a maximum of 10 rollups per entity.

Rollups fields values can be Audited.

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

Rollup fields can’t include Hierarchy Data.

A

Which of the following statements about rollup fields in Dynamics 365 are true? (Mark all that apply.)

Answers:

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

Rollups fields values can be Audited.

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

Rollup fields can’t include Hierarchy Data.

You are limited to a maximum of 10 Rollup fields per Entity and a Maximum of 100 per organization. On Premise deployments can modify this but online cannot. A roll up field cannot include other rollups.

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14
Q

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

Answers:

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

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

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

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

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

A

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

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

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

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

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

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

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.

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15
Q

Which of the following is not a supported relationship type in Microsoft Dynamics 365?

Answers:

One to many

Many to one

Any to any

Many to many

A

Which of the following is not a supported relationship type in Microsoft Dynamics 365?

Answers:

One to many

Many to one

  • Any to any

Many to many

Dynamics 365 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 Dynamics 365 does allow you to do.

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16
Q

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?

Answers:

Parental

Referential

Referential, Restrict Delete

Delete Child

A

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?

Answers:

  • Parental

Referential

Referential, Restrict Delete

Delete Child

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

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17
Q

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 (Mark all that apply)

Answers:

Create a self-referential relationship on the Event entity

Enable hierarchy relationships on the Event entity properties

Define the hierarchy in the event entity’s hierarchy settings

Mark the relationship as hierarchical

A

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 (Mark all that apply)

Answers:

  • Create a self-referential relationship on the Event entity

Enable hierarchy relationships on the Event entity properties

  • Define the hierarchy in the event entity’s hierarchy settings
  • Mark the relationship as hierarchical

When you want to work with hierarchical data, you much first create a self- referential relationship on the entity you want. That relationship needs to be defined as a hierarchical relationship (Check Box on the relationship). You then must define the details about the hierarchy in the Entities’ hierarchy settings.

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18
Q

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)

Answers:

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

Both fields being mapped must be on the same data type

Mapping maintains the relationship and keeps data synchronized

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

A

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)

Answers:
* Mapping only works when a new record is created directly from the parent record

  • Both fields being mapped must be on the same data type

Mapping maintains the relationship and keeps data synchronized

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

Field Mapping works in the context of creating a related record from the parent record. When a record is created directly from the parent, field mapping will pre-populate data to assist with data entry. The values populated can be over written as the user creates the record. When using field mapping, the fields being mapped must be of the same Data Type, and the Target Field must be of the same or larger length. Field mapping is only used for initial data entry. It will not keep the data synchronized, meaning that is a change is made to the parent, it will not automatically change the child record.

19
Q

Which of the following are types of forms in Microsoft Dynamics 365? (Mark all that Apply)

Answers:

Mobile

Quick Create

Main

Quick View

Tablet

A

Which of the following are types of forms in Microsoft Dynamics 365? (Mark all that Apply)

Answers:

Mobile

  • Quick Create
  • Main
  • Quick View

Tablet

There is not a specific form type for mobile devices. The same from that is used in the web application is used on mobile.

20
Q

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

Answers:

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.

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.

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.

A

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

Answers:

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.

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.

  • 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.

21
Q

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?

Answers:

Iframe

Knowledge Base Search

Notes Control

Sub-Grid

A

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?

Answers:

Iframe

Knowledge Base Search

Notes Control

  • 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.

22
Q

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 Dynamics 365 form allow users to edit the data in the form? (Mark all that apply)

Answers:

Header

Navigation

Body

Footer

A

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 Dynamics 365 form allow users to edit the data in the form? (Mark all that apply)

Answers:

  • Header

Navigation

  • Body

Footer

Fields added to either the Header or Body of a form can be modified. The Navigation section is usually used for navigating to different related records, data cannot be entered into fields added to either the form Navigation or Footer sections.

23
Q

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

Answers:

Account

All Forms

Entity

Server

A

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

Answers:

Account

All Forms

*Entity

Server

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 (Entity) will allow it to be executed server side.

24
Q

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

Answers:

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

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

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

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

A

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

Answers:

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

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

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

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

Business Rules can be accessed and created from: a solution – under an entity in the Business Rules node, by opening a field and clicking on business rules on the left, by clicking Business Rules in the Business Rules Explorer pane. By opening a field control properties and Selecting Business Rules.

25
Q

Which of the statements below about Business Rules in Dynamics 365 is NOT a true statement?

Answers:

Business Rules are triggered when a form loads.

A Business Rule can have multiple conditions specified.

Business Rules are triggered when a form is saved.

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

A

Which of the statements below about Business Rules in Dynamics 365 is NOT a true statement?

Answers:

Business Rules are triggered when a form loads.

A Business Rule can have multiple conditions specified.

  • Business Rules are triggered when a form is saved.

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

Business Rules are triggered when a form loads and/or when a field value “OnChange” Event is fired.

26
Q

Which of the following are types of system views in Dynamics 365? (Mark all that Apply)

Answers:

Active

Quick Find

Lookup

Associated

Advanced Find

A

Which of the following are types of system views in Dynamics 365? (Mark all that Apply)

Answers:

Active

  • Quick Find
  • Lookup
  • Associated
  • Advanced Find

The System View types are Associated, Advanced Find, Lookup, and Quick Find. Accounts, Contact, and Leads also Include a view called List Member View that is used when with the Entity and Marketing Lists.

27
Q

Which of the following chart types are available by using the UI tools in Microsoft Dynamics 365? (Mark all that Apply)

Answers:

Column

Line

Stacked Bar

Pyramid

Funnel

A

Which of the following chart types are available by using the UI tools in Microsoft Dynamics 365? (Mark all that Apply)

Answers:

  • Column
  • Line
  • Stacked Bar

Pyramid

  • Funnel

Dynamics 365 has several different types of Charts to choose from including Line, Stacked Bar, Column, and Funnel. There is not a Pyramid Type available.

28
Q

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

Answers:

It will be visible by every Dynamics 365 user.

It can be included in a solution.

It cannot be accessed on Mobile Clients.

It can only use public views and system charts.

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

A

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

Answers:

It will be visible by every Dynamics 365 user.

  • It can be included in a solution.

It cannot be accessed on Mobile Clients.

  • It can only use public views and system charts.
  • It must be published before it will be visible to users.

System Dashboards, can only be created by someone with System Customizer Privileges, They can be included in Solutions, and can only contain Public views and System Charts. Personal Items cannot be included. Access to System Dashboards can be controlled through Security Roles. And from the properties screen they can be enabled from mobile.

29
Q

Which of the following are dashboard components that can be added to Dynamics 365 dashboards? (Mark all that apply)

Answers:

Charts

Quick Views

Iframes

Bing Maps

List

A

Which of the following are dashboard components that can be added to Dynamics 365 dashboards? (Mark all that apply)

Answers:

  • Charts

Quick Views

  • Iframes

Bing Maps

  • List

Dynamics 365 Supports adding the following components to both System and Personal Charts. Lists, Charts, Iframes, and Web Resources. If your Dynamics 365 environment is connected to a Microsoft Social Engagement Subscription, you may also see a Social Insights component as well.

30
Q

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? (Mark all that Apply)

Answers:

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

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

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

If the dashboard has been made Available on Mobile Clients.

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

A

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? (Mark all that Apply)

Answers:

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

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

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

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

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

Access to system dashboards is controlled through Security Roles. On the Mobile Client Users will be able to access all dashboards that their security role provides them access to and that have been enabled for Mobile through the dashboard Properties.

31
Q

You have enabled Dynamics 365’s Knowledge Search Functionality for the Account entity. Users are stating that they can search for Articles from the Web Client, but not inside of Interactive Service Hub (ISH). What is the most likely cause of the problem?

Answers:

You are only allowed to use Knowledge Search from the traditional web app and not ISH.

The knowledge article, was marked to not display in ISH.

You did not add the search control to the ISH form.

The knowledge article has not been published.

A

You have enabled Dynamics 365’s Knowledge Search Functionality for the Account entity. Users are stating that they can search for Articles from the Web Client, but not inside of Interactive Service Hub (ISH). What is the most likely cause of the problem?

Answers:

You are only allowed to use Knowledge Search from the traditional web app and not ISH.

The knowledge article, was marked to not display in ISH.

  • You did not add the search control to the ISH form.

The knowledge article has not been published.

Interactive service hub has its own form. Because of this anything that needs to be displayed in ISH has to be done to the ISH form Directly. it the control is not added to the form it will not be available.

32
Q

Which of the following is a type of Interactive Service Dashboard object? (Mark all that Apply)

Answers:

Chart

Tile

Stream

Iframe

Web Resource

A

Which of the following is a type of Interactive Service Dashboard object? (Mark all that Apply)

Answers:

  • Chart
  • Tile
  • Stream

Iframe

Web Resource

Interactive Service Hub dashboards, currently do not provide the ability to add Iframes and Web Resources. That functionality is only available in Traditional Dynamics 365 Dashboards through the Web Client.

33
Q

You want to be able to add a Sub-grid for Knowledge Search to the Related Items section of Account Interactive Service Hub form. Which of the following items are required to complete this? (Mark all that Apply)

Answers:

An Image Web-Resource that can be used for the Icon on the form

The Entity must be enabled to Use Knowledge Search

The Knowledge Search field must be enabled as a filter field

The ISH form must be enabled for Business Process Flows

A

You want to be able to add a Sub-grid for Knowledge Search to the Related Items section of Account Interactive Service Hub form. Which of the following items are required to complete this? (Mark all that Apply)

Answers:

  • An Image Web-Resource that can be used for the Icon on the form
  • The Entity must be enabled to Use Knowledge Search

The Knowledge Search field must be enabled as a filter field

The ISH form must be enabled for Business Process Flows

When displaying items on the related section on the Interactive Service Hub Form, an image is required. The image file must be uploaded as a Web Resource before it is available to attach as the image in the related section. In addition, Knowledge searching functionality must be enabled for the entity.

34
Q

Which of the following statements are true about entities in Mobile Clients? (Mark all that Apply)

Answers:

An entity must be enabled for mobile to show in Mobile clients

The Site Map determines the order entities are displayed in Mobile Clients

Entities only show once in mobile navigation regardless of how many times it is listed in the SiteMap

Custom entities use the same Image in the Mobile Client as the Web Client

A

Which of the following statements are true about entities in Mobile Clients? (Mark all that Apply)

Answers:
* An entity must be enabled for mobile to show in Mobile clients

  • The Site Map determines the order entities are displayed in Mobile Clients
  • Entities only show once in mobile navigation regardless of how many times it is listed in the SiteMap

Custom entities use the same Image in the Mobile Client as the Web Client

Even if they have an Image defined, All Custom entities use a fixed custom entity Icon in the Mobile Clients

35
Q

The Phone Client does have some differences from the Tablet Client. Which statement only applies to the Phone Client?

Answers:

Only the first 5 Tabs or (75 fields and 10 lists) will display

There is an option to open Records in browser

You have the ability to detect duplicate records

Fields, Sections, and Tabs can be hidden

A

The Phone Client does have some differences from the Tablet Client. Which statement only applies to the Phone Client?

Answers:

Only the first 5 Tabs or (75 fields and 10 lists) will display

There is an option to open Records in browser

You have the ability to detect duplicate records

  • Fields, Sections, and Tabs can be hidden

Tabs, Sections, Fields, and Sub-Grids contain an option called Available on Phone which will hide them from the phone client and will not count against you tab and field limit.

36
Q

Both the Tablet and Phone clients support multiple forms. Which statement about multiple form on mobile clients is True?

Answers:

A user can Manually change forms on the Tablet client, but not on the Phone client

A user can Manually change forms on the Phone client, but not on the Tablet client

It is possible to change form on both the phone and tablet client

Neither Client provides a way to change form

A

Both the Tablet and Phone clients support multiple forms. Which statement about multiple form on mobile clients is True?

Answers:

A user can Manually change forms on the Tablet client, but not on the Phone client

A user can Manually change forms on the Phone client, but not on the Tablet client

It is possible to change form on both the phone and tablet client

  • Neither Client provides a way to change form

There is way no way to change forms on either the Tablet Client or the Phone Client.

37
Q

Select all that are true regarding the Common Data Service (CDS):

Works at the Client level
Works with Exchange
Works with other email servers (POP3)
Only email may be tracked for both Exchange and other email servers.

A

Select all that are true regarding the Common Data Service (CDS):

Works at the Client level
*Works with Exchange
*Works with other email servers (POP3)
Only email may be tracked for both Exchange and other email servers.

CDS works at the server level with Exchange and other email servers.
When using Microsoft Exchange, you can also choose to enable bi-directional synchronization of email, appointments, contacts, and tasks. This synchronization allows, for example, an appointment created in CDS to show up on the users Microsoft Exchange calendar. When you are using other POP3 email servers, only email is synchronized.

38
Q

Common Data Service (CDS) for Apps and Microsoft Exchange Online are online services

True
False

A

Common Data Service (CDS) for Apps and Microsoft Exchange Online are online services

*True
False

39
Q

CDS for Apps supports server-side synchronization with Exchange Online only in the same tenant. Connecting CDS with Exchange Online in a different tenant is not supported.

True
False

A

CDS for Apps supports server-side synchronization with Exchange Online only in the same tenant. Connecting CDS with Exchange Online in a different tenant is not supported.

*True
False

40
Q

What is the likely issue if you don’t see the Microsoft Exchange Online profile in the list of the active profiles from the Power Platform>Admin Center>Environments>Settings area? Select all that apply:

You have an Exchange Online subscription
Your Exchange Online subscription does not exist in the same tenant as your CDS for Apps subscription.

A

What is the likely issue if you don’t see the Microsoft Exchange Online profile in the list of the active profiles from the Power Platform>Admin Center>Environments>Settings area? Select all that apply:

You have an Exchange Online subscription
*Your Exchange Online subscription does not exist in the same tenant as your CDS for Apps subscription.

41
Q

A user can configure in personal setting what emails they would like to track. What are the available options?

All email messages.

Email messages in response to Dynamics 365 email.

Email messages from Dynamics 365 records that are email enabled.

All of the above.

A

A user can configure in personal setting what emails they would like to track. What are the available options?

All email messages.

Email messages in response to Dynamics 365 email.

Email messages from Dynamics 365 records that are email enabled.

*All of the above.

42
Q

You need to configure CDS to work with Microsoft Exchange on-premise. When configuring the email server profile what server type should you specify?

Hybrid.

POP3/SMTP.

On-premise.

Exchange Web Services.

A

You need to configure CDS to work with Microsoft Exchange on-premise. When configuring the email server profile what server type should you specify?

*Hybrid.

POP3/SMTP.

On-premise.

Exchange Web Services.

43
Q

One of the main reasons people use Common Data Service for Apps is to store all customer __________________ in one place, so anyone with the appropriate permissions can see all relevant customer records. Fill in the blank.

Emails.

Letters.

Notes.

Communications.

A

One of the main reasons people use Common Data Service for Apps is to store all customer __________________ in one place, so anyone with the appropriate permissions can see all relevant customer records. Fill in the blank.

Emails.

Letters.

Notes.

*Communications.