Microsoft Dynamics CRM (Customizations and Configurations) - Multiple Choice Question
Microsoft Dynamics CRM
Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft.
The product focuses mainly on Sales, Marketing, and Service sectors, but .net framework can be used to customize it.
[A] the colors that will be used when the chart is displayed
[B] the records the chart will include
[C] the entity that contains the data you want to display
[D] the chart type that will provide the best display for the type of data
You need to populate the Opportunity type with the Lead type. Which two actions should you perform? Each correct answer presents part of the solution. Choose two
[A] Create a global option set field that can be reused across entities.
[B] Add this field to the mappings in the relationship,
[C] Create two different fields that have the same value, and set up a connection.
[D] Create one local option set with a field type of lookup to the entity.
You need a component that can combine form controls together with the possibility to expand and collapse them. Which component should you choose?
[C] Quick View form
You have a System View that contains all active accounts. You want a similar view that also includes inactive accounts. You need to create a copy of the System View. What should you do?
[A] While viewing the System View, select Save As, and give the new view a name.
[B] When viewing the list of System Views for the Accounts, select Copy View, and give the copy a name.
[C] While editing the System View, select Save As, and give the new view a name.
[D] While editing the System View, select Copy View, and give the copy a name.
You need to create and save a business rule. Which component is required?
You want users to be able to access a custom entity from Microsoft Dynamics CRM for Tablets. Which two actions should you perform? Each correct answer presents part of the solution. Choose two.
[A] Add the entity to at least one SiteMap area.
[B] Create a new form to Mobile
[C] Enable the CRM for Tablets check box.
[D] In Managed Properties, set New forms can be created to Yes.
You customize Microsoft Dynamics CRM for a customer. Your customer has the following requirements for custom attributes: - Users should not be able to add filters for this field in Advanced Find. - The fields should be available when customizing views. What should you do?
[A] Remove the attribute from the Find Columns list of the Lookup view.
[B] Remove the attribute from the Find Columns list of the Quick Search view.
[C] Create a business rule to prevent the use of this attribute in Advanced Find.
[D] Change the Searchable option to No.
In Microsoft Dynamics CRM, you create a custom Event entity tor storing events and a custom Event Type entity for storing possible Event Types for events. You want to store one or more of these Event Types in an Event. What should you create?
[A] a native N:N relationship between Event and Event Type
[B] a Lookup attribute in the Event entity
[C] a Multiple Lines of Text attribute in the Event entity
[D] an Option Set attribute in the Event entity
You are a Microsoft Dynamics CRM consultant. You are assigned a new implementation. Before you configure the customer's environment you want to set the Option Value Prefix for your solution. In which location do you set the Option Value Prefix?
[A] system settings
[B] the Option Set
[C] your solution
[D] The publisher of your solution
You add a Roll up field to the Microsoft Dynamics CRM Account entity to calculate the sum of related Opportunity Estimated Revenue. How frequently will Dynamics CRM automatically recalculate the Rollup field?
[A] once every 12 hours
[B] once every four hours
[C] once a day
[D] once an hour
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