Microsoft Dynamics CRM Customization and Configuration
Question No: 11
An organization acquires your company.
You need to change the root business unit in Microsoft Dynamics CRM. What should you do?
Rename the root business unit with the new company name.
Create a new business unit and reassign it as the root business unit.
Rename the organization in the System Settings.
Create a new business unit and re-parent the original root business unit
Question No: 12
In Microsoft Dynamics CRM, you create an association membership tracking solution.
You need the ability to:
->Have multiple contacts related to each association and each contact to be related to many associations,
->Capture the date that the member joined each association, as well as the
member#39;s ID number,
->Import all association members, and
->Run an on-create workflow that updates the owner of the contact record based on the country in which the member resides.
Which type of many-to-many relationship should you use?
Native many-to-many relationship
Connections and connection roles
Manual many-to-many relationship
Answer: C Explanation:
Question No: 13
You are creating a custom event entity to track trade shows. You want to associate multiple accounts with multiple events, and you want to store additional field values about the account#39;s involvement in the event, such as number of attendees from the account.
How should you configure this relationship in Microsoft Dynamics CRM?
Create a native N:N relationship between account and event Add the additional fields to the account entity.
Create a manual N:N relationship between account and event. Add the additional fields to the relationship entity.
Create a 1;N relationship between event and account Add the additional fields to the event entity.
Create a native N:N relationship between account and event Add the additional fields to the event entity.
Question No: 14
You are a customer service manager. You create a personal dashboard that contains one system chart and two personal views.
You need to make this dashboard available to the rest of the organization. What should you do?
Assign a security role to your dashboard, and then assign the security role to the rest of the users or teams in the organization.
Convert the personal dashboard to a system dashboard, and then publish it.
Share your personal dashboard and the two personal views with the rest of the users or teams in the organization.
Add your personal dashboard to a Solution and export it Re-import it as a system dashboard.
Question No: 15
You are adding a Personal Identification Number field to the contact entity.
Users should be able to add data to this field when a contact record is created but should not be able to read or modify it after the contact is created.
Which two actions should you perform? Each correct answer presents part of the solution. Choose two.
Enable field security on the Personal Identification Number field customization.
In the users#39; Security Role, grant an Organization level Create permission for the Contact entity.
In the field security profile for the users, set the Personal Identification Number Create permission to Yes, the Update permission to Yes, and the Read permission to No.
In the field security profile for the users, set the Personal Identification Number Create field permission to Yes, the Update permission to No, and the Read permission to No.
Question No: 16
You are configuring a sales process in Microsoft Dynamics CRM.
The sales process needs to have an additional stage if the probability field value is greater than 50%.
Which three actions should you perform? Each correct answer presents part of the solution. Choose three.
Add a branch rule to define the condition that should display the high probability stage.
Add a stage to the branch for the high probability opportunity condition.
Create a business process flow for your sales process.
Create a business rule to conditionally switch between business process flows if the probability is greater than 50%.
Create a second business process flow for the high probability opportunities.
Question No: 17
You create two Quick Create forms named Form1 and Form 2 for a new custom entity and then publish your changes. Form1 will be used in production, and Form2 is a backup.
You go to the top navigation bar to test the Quick Create form, but Form1 is not available. What should you do?
Change the form order for the Quick Create form set.
Activate the Quick Create forms.
Enable the Allow quick create property in the custom entity definition.
Increase the max width, in pixels, in form properties for the Quick Create forms.
Question No: 18
You are customizing Microsoft Dynamics CRM. You modify a sub-grid on the Account form to display field changes to a view from the Contact entity.
You publish the changes to the Account entity and then add all of the necessary components to a solution. You export the solution from the development environment, import it into the production environment and publish all changes.
Users report that they cannot see the changes made to the sub-grid view on the Account form.
Which two actions would have prevented this problem? Each correct answer presents a complete solution. Choose two.
Creating the new solution as a managed solution before exporting from the development environment
Publishing all components before exporting the solution from the development environment
Publishing the contact entity before exporting the new solution from the development environment
Scheduling the import and publishing of the solution in production to prevent it from disrupting normal system operation
Question No: 19
You create a new solution for your company in Microsoft Dynamics CRM.
At which three levels can you configure auditing? Each correct answer presents a complete solution. Choose three
Question No: 20
You need to convert a personal chart to a system chart in Microsoft Dynamics CRM? What should you do?
Export the chart from the chart pane, and import it into the entity customization chart area.
Create a solution that includes the personal chart and import the solution to create the system chart.
Go to the entity customization, and recreate the chart as a system chart.
Share the chart with all other Dynamics CRM users to convert it to a system chart.
Answer: A Explanation:
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