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MB2-703 CRM > Module 06 - Customizing Forms > Flashcards

Module 06 - Customizing Forms Flashcards

1
Q

What are forms used for in CRM?

A

Forms are used to capture and display data.

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2
Q

What does a form contain?

A

Components a user can read or interact with, controls how these components are arranged and displayed.

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3
Q

CRM uses what to change the presentation of a form according to the screen size of the device on which the form is displayed?

A

Responsive design.

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4
Q

All system and custom entities have at least?

A

One main form and one mobile form.

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5
Q

The form that is displayed to a user is determined based on what?

A

A combination of Security Roles assigned to the user and form order settings.

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6
Q

If multiple forms are available to a user who access CRM from the web app or the outlook client, the user can what?

A

Choose a specific form by selecting from the forms list, and this same form will be used every time until otherwise changed.

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7
Q

What do the updated entity forms include?

A

Business Process Flows and Business rules.

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8
Q

What are the classic forms?

A

System entities that have kept the form presentation used in earlier versions of CRM. Classic forms display a toolbar or a ribbon instead of a command bar and do not support new features.

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9
Q

What are the three main areas of a form?

A

Header, footer, body.

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10
Q

Can the header and footer be removed?

A

Nope. Fixed position. Cannot remove, nor do you have to add things to them.

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11
Q

What is the body of a form made of?

A

Tabs > Columns > Sections

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12
Q

Except for fields, all elements are added to a form via what function?

A

Buttons on the Insert tab of the ribbon, in the Form Editor Ribbon - Insert Tab figure.

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13
Q

Tab Properties; Name of Tab?

A

Name of tab. Can add JavaScript to modify UX, in scripts the tab is referred to by name of property here.

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14
Q

Tab Properties; Label

A

Appears on form as a label at the top of the tab.

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15
Q

Tab Properties; Show the label of this tab on the form (checkbox) will do what?

A

Label will appear on the form. If box is cleared no label will appear.

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16
Q

Tab Properties; Expand tab by default will do what?

A

Tab will be collapsed on form.

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17
Q

Tab Properties; Visible by default will do what?

A

Display tab on form. If cleared, tab will not be displayed.

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18
Q

Responsible design of a web application means what?

A

That the forms/tabs will display depending on the width of the browser window.

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19
Q

What can you do to the TabStateChange with JavaScript?

A

Can add JavaScript function to trigger an event off the TabStateChange (when a user expands or collapses a tab).

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20
Q

What does the section contain?

A

Fields, sub-grids, charts, notes control, iFrames, web resources, bing maps, spacers.

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21
Q

What components are used for both data entry and display?

A

Fields.

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22
Q

How many columns can a section contain?

A

One through four columns. Always evenly divided.

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23
Q

Best practice making use of responsive design?

A

Use tabs that have multiple columns that each contain one-column sections, instead of tabs that have one column that contain multiple-column sections.

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24
Q

Where can you configure the format of a section?

A

In the formatting tab of the section properties box.

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25
Q

Which is not a type of form in Microsoft Dynamics CRM 2013?

A

Tablet.

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26
Q

What is the difference between a quick create form and a quick view form?

A

Quick create; shortened version of form displayed for creating a record. Quick view; form that can be embedded into another form to display related information in a read-only area.

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27
Q

You have created a new quick create form, customized the layout then saved and published your changes. However, when you click the Create button on the navigation bar, the full form is displayed for the new record. How to fix?

A

In the entity properties, you must select the check box for Allow Quick Create, Save and Publish the entity, then refresh the browser window.

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28
Q

You have created five forms for a custom entity. Each form is available to members of one specific Security Role. If a user is a member of all the roles, which is the first form that is visible to the user if he or she creates a new record for the entity?

A

This is determined by the form order, and configured from the Form Order dialog box. The form that is displayed is the first form assigned to a Security Role that is assigned to the User (or to a Team of which the user is a member).

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29
Q

Formatting section properties; layout?

A

Is the number of columns that a section has. Regardless of how many columns there are in the tab, each section can be divided into 1/2/3/4 equally sized columns.

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30
Q

What is the field layout alignment section properties?

A

Alignment of text in field labels - left, right or center.

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31
Q

What is the field label position?

A

Position of field labels in section, left side of or above corresponding field control.

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32
Q

What happens when you remove a tab or section?

A

If you remove tab, removes all sections in that tab. When you remove a section, all components within the section are removed as well.

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33
Q

What fields can you not remove on a form?

A

Fields marked as Business Required or System required / has script or non script dependencies in field.

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34
Q

What does form properties let you do?

A

Let’s you configure options that are related to the form and its behavior.

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35
Q

Where can developers add custom logic to the form?

A

On the Events tab>Form properties dialog box, can configure functions from attached libraries to be run based on evens like OnLoad.

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36
Q

Form Properties; Display Tab; Form name?

A

Name for each form, unique and descriptive recommended.

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37
Q

Form Properties; Display Tab; Description?

A

Description how form is used.

38
Q

Form Properties; Display Tab; Show navigation items?

A

Navigation bar will display a list of related entities.

39
Q

Form Properties; Display Tab; Show image in form?

A

If entity has an image field, entity property Primary image is configured to use that field, placeholder will be displayed to upper-left side of form.

40
Q

Form Properties; Display Tab; Max Width (in pixels)?

A

Maximum width of form on screen, rendered by responsive design.

41
Q

What can you do on the Parameters tab?

A

Can add string parameters so that data can be passed to the form, used when form is opened programmatically.

42
Q

Non-event Dependencies tab lets you specify what?

A

If any fields are required by non-event scripts. any fields marked as dependent cannot be removed from the form until the fields are removed from the Dependents field section of this tab.

43
Q

What kinds of components can you add to sections of a form?

A

Sub-grids, special controls, Notes, Web Resources, iFrames.

44
Q

How to create a new form for an entity?

A

Settings> Solutions> Entities> New> dropdown menu select> Save and close

45
Q

How can you rename a form?

A

Form properties> change name in form properties > save changes

46
Q

When you customized system entity forms, there might be many system fields that are listed in the field explorer that are not used in the org. How to view only relevant ones?

A

You can change filters to custom fields, only show unused fields, which helps identify the fields that you are likely to need on at least one form.

47
Q

Display tab of a form; Label?

A

Label that appears next to the control on a form. Display name of the field is used. If you change the field label on a form, then later change the display name of the field, the label on the form remains unchanged.

48
Q

Display tab of a form; Display label on the form?

A

Clear this box if label must not be displayed.

49
Q

Display tab of a form; Field is read-only?

A

If field must be read only, check this box.

50
Q

Display tab of a form; lock the field on the form?

A

Check box if field must not be removed from form. Can only be removed after accessing field properties and unchecking box.

51
Q

Display tab of a form; visible by default?

A

Clear box if field must not appear on form when first opened.

52
Q

When can you not remove a field from a form?

A

If its Business Required, System Required, locked on the form, or has script dependencies.

53
Q

What is a composite field?

A

A predefined field type for some system entities that concatenates the values of multiple text fields together as one text field in the database. You cannot modify the behaviour of a composite field or add a new composite field.

54
Q

What is an example of a composite field?

A

Full name – first name, middle name, last name.

55
Q

If one or more of the fields are used in a composite field is set to a field requirement level of Business Required what will happen to the composite form?

A

The composite field will be displayed as required on a record form.

56
Q

Which types of composite fields always have the name with the suffix “_composite”?

A

Composite address fields. But not all system entities have addresses that use composite fields.

57
Q

What is a sub-grid?

A

Displays data from other records on a form. Records are usually from another entity, typically related to record in main form. Displayed in a list or chart, but not together.

58
Q

How to add a new sub-grid?

A

Section you want subgrid to appear > Insert > Sub-Grid > Configured through list or chart Set Properties dialog box

59
Q

Sub-grid properties; name?

A

Unique alphanumeric, no spaces, can contain underscores.

60
Q

Sub-grid properties; label?

A

Label that describes what is shown on sub-grid.

61
Q

Sub-grid properties; display label on form?

A

Determines whether label appears on form, recommend always select.

62
Q

Sub-grid properties; records?

A

Select all record types, or only related records.

63
Q

Sub-grid properties; entity?

A

Depending on setting of Records option, entity list displays all entities in system or all related entities.

64
Q

Sub-grid properties; default view?

A

Select from list of public views for selected entity. Will show as first view when list is first displayed.

65
Q

Sub-grid properties; edit and new buttons?

A

Refer to views and let you create new public view for the entity in the entity list, or edit the selected view.

66
Q

Sub-grid properties; display search box?

A

When this option is selected, sub-grid displays a search box. Useful if you are displaying a a sub-grid that can have many records.

67
Q

Sub-grid properties; display index?

A

Enables display of a list of letters at the bottom of the list area - not supported in updated entity forms.

68
Q

Sub-grid properties; view selector?

A

Has three settings; Off, Show All Views, Show Selected Views?

69
Q

Sub-grid properties; Default Chart?

A

Lets you select from lists of charts defined for the entity. Will show data for all the records that are returned by the selected view. Has no effect unless Show Chart Only is selected.

70
Q

Sub-grid properties; Show Chart Only?

A

This removes the list from the grid and displays only the selected chart.

71
Q

Sub-grid properties; Display Chart Selection

A

If Show Chart Only is selected the Display Chart Selection option causes the chart selection list to appear at the top of the chart.

72
Q

What is the Notes control used for?

A

Added to a form to display Notes, Posts and Activities in a single component.

73
Q

How to add notes?

A

Section to show control > Insert > Notes > Note text > Activities Tab Properties > Formatting > Save and Close > Publish

74
Q

You can only add the Notes control to a form once. What happens if you try again?

A

Button on insert ribbon will be unavailable, if it is already on the form or if the entity property is not enabled.

75
Q

What is a Spacer?

A

A blank area that uses the space that a field would occupy in a section.

76
Q

What is a quick view form?

A

Displays the details of a parent record in the form of a child record in a read only format for convenient reference.

77
Q

What is a web resource?

A

Solution components that store different types of data to be reused from different parts of the system. Includes graphics, HTML, Silverlight.

78
Q

What are iFrames?

A

iFrames are inline frames, a control that displays a webpage that is defined as the target URL for the iFrame. You can display data in CRM from any website that users have access to.

79
Q

What is a Bing Map?

A

Can be added to a form to display the location of the address of the record.

80
Q

Bing Maps can only be added to…?

A

Can only be added to the forms of system entities that have a composite address field.

81
Q

What does the “Related Entity Navigation from an Account Record” do?

A

Shows navigation bar above an Account record form. Can modify order in which related entities are displayed and grouped. The five groups in navigation can be renamed, not deleted, and new groups cannot be added.

82
Q

What does the Preview button do?

A

Will show you preview of form and how it will be displayed without having to save and publish your work.

83
Q

What are three states you can preview in form customization?

A

Create form, update form, read-only form

84
Q

What are quick create forms used for?

A

So users are presented with fewer fields to complete when they first create a record. Is a shortened version of the form. Only contain single tab, three columns .

85
Q

Four ways to quick create, how?

A

Create (+), at bottom of lookup list NEW, sub-grid NEW (+), in associated view ADD NEW

86
Q

Does the global create button use the quick create form for the entity?

A

Nope, usual form is used.

87
Q

An entity will not use quick create forms unless you also enable what?

A

The Allow Quick Create entity property. Doesn’t matter which you do first, both have to be enabled.

88
Q

What is a quick view form?

A

A simple form that can be embedded in the main form of a child entity to show details of the parent record. One tab, one column, one or more single column sections. Only fields, sub-grids and spacers.

89
Q

Why assign roles to forms?

A

So forms can be restricted to only the users who have specific Security Roles.

90
Q

What happens if you select the Display only to these selected security roles option?

A

Can enable and disable each role one at a time.

91
Q

Why might you want to create Security Roles to grant access to forms separately from the Security roles used to grant privileges?

A

A form can be assigned to a Security role that has no privileges and grants no access to any records, and used only to control access to forms or other components like dashboards. You can also assign to Teams instead of Users.

92
Q

What is the form order?

A

Order that the forms will be considered for a user.

MB2-703 CRM (11 decks)

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