Module 01 - Introduction to MSDynCRM2013 Flashcards
Give two examples of other methods you may have to use to accomplish customization that you cannot do with just “point and click”.
JavaScript to manage client side behaviour of forms, and creating .Net plugins for creating complex tasks.
Customization is used interchangeable with what term in this course?
Configuration.
“Point and click” customization is distinct from…?
Extending or development, which requires external software tools to create new components such as .net plugins or JavaScript functions.
What is a Microsoft Dynamics CRM solution?
Solutions let you package a set of custom components that work with one another to provide functionality that some or all users must have.
Why use Solutions?
A Solution is a way to organize customization that you make to the system to meet a specific set of business requirements. You can deliver a whole set of changes at the same time.
How does a Solution help you keep focus?
You can work on the components you must have without confusion from everything else in the system.
How does a Solution help you record changes?
You can detail each Solution separately and relate each Solution to the original requirements, instead of one large document.
How does a Solution make it easier to deliver?
When ready, it can be exported with necessary components packaged together for testing, or in production. Will only contain what you need, and is thus more manageable.
What else can you do with an exported solution package?
You can save it, to keep it as a part of your change control records.
Why would you want to save an exported Solution?
To help roll back certain unwanted changes in some circumstances.
What happens when an Organization is created in Microsoft Dynamics CRM?
The system creates a Solution named the Default Solution that contains all the components in the system.
Are you able to modify to components of the system directly in Default Solution?
Yes.
Where else can you export the Default Solution?
It can be exported from the application and imported into another Microsoft Dynamics CRM Organization.
What can’t you export the Default Solution as?
You cannot export it as a Managed Solution. You cannot deploy a complete Default Solution from CRM on-premises to CRM Online or the other way around.
What can you deploy between two Microsoft Dynamics CRM 2013 systems that use either platform?
Custom Solutions can be deployed between either platform.
It is recommended that for each separate set of business requirements you are trying to meet, you should…?
Create a new Solution for each separate set instead of customizing the Default Solution directly.
How do you create a new Solution?
- Sign in with a System Customizer or System Admin Security Role > 2. Settings > 3. Solutions > 4. You will see list > 5. New > 6. Complete fields in New Solutions form and save
What is the Display Name on the New Solution Form?
What you will refer to the new Solution as.
Explain the meaning of the numbers separated by decimal points in the Version field.
It follows the form; major.minor.build.revision – you can change it to suit your change management process and can choose year.month.day.revision
The Solution description field can hold how many characters before truncating?
2000 characters.
What is a best practice of the Solution description?
Should contain a summary of the functionality that the Solution provides. And short “change control” details, as well as adding information about new items or modifications that are made.
Where is the description included when you export your Solution?
In the XML of your solution package when you export.
What is the Publisher for the Solution in the New Solution form used for?
It shows the other customizers of your system who created the Solution and the customizations the Solution includes, and specifies a prefix for many new components you create.
Why is the prefix important when creating entities, fields or relationships in any Solution?
On creation of any entity, field or relationship in a Solution linked to a particular Publisher, the prefix you define is added before the schema name used internally in the system for that component. Ensures that the components remain unique even if two Publishers name the components the same.
What is the minimum and maximum character requirement for the Prefix?
Minimum of 2 characters, maximum of eight lowercase letters and numbers.
How should you define the prefix?
The prefix should describe who is doing the changes and on behalf of whom.
Why is the publisher especially important when exporting a solution?
Because only Solutions with the same publisher will be able to update those components.
How do you create a new Publisher for your Solution?
- Lookup in Publisher >2. If Publisher doesn’t currently exist >3. Lookup more Records and create new >4. Enter a display name>5.Add Description >6.Add a Prefix >8.Enter Contact Details >9.Save and Close >10. Add Publisher to solution
What happens when you tab or click away from the Prefix field?
Option Value Prefix is automatically generated.
What happens to the Display name when you navigate away?
The form will copy the Display Name to the Name field and remove and characters that are not letters or numbers, includes removing spaces. (Removes nonalphanumeric characters and spaces).
What is the Option Value Prefix?
When modifying an Option Set to add new items, the Option Value Prefix number provides the default integer values for these items to avoid conflicts between different customizers. Can be overridden.
What is recommended if you have more than one customizer working on different sets of requirements?
That you create one or more new Publishers and use these for solutions being created to separate customizations.
Should you have a different Publisher for every Solution?
No, only for solutions being modified by different people or for different purposes.
A Solution is a container for…
A set of components that work together to provide the functionality for which you are asked.
To modify components in a Solution…
You can create new ones or add existing components from the system into your solution.
What happens to the Default Solution even if you’re working on your own Solution?
Any components modified or created are changed in the Default Solution because your Solution contains references to these components, not copies.
If you delete the Solution you are customizing, what happens?
You remove the “wrapper” around the components. Component cores remain unchanged in the system.
What happens if two customizers work on the same item in two separate Solutions on the same system?
Each customizer will be able to view the other’s changes.
What is an advantage of the fact that multiple sets of changes can be present in a solution package that customizers export?
Interaction between the changes can be viewed and tested.
What is a disadvantage of the fact that multiple sets of changes can be present in a solution package that customizers export?
If one set of changes is incomplete and another set is deployed to another system. Will need process to handle such situation.