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.


You are a Microsoft Dynamics CRM specialist for an organization.
The marketing and sales teams at the organization exist within different business units.
Your organization decides that a marketing employee's personal chart could be very useful to the sales team.
You need to distribute this chart to the sales team but not to the marketing team. No users currently have privileges to create personal charts.
What should you do?

[A] Share the chart with the sales team.

[B] Copy the chart by using Save As, and assign the copy to the sales team business unit.

[C] Export the chart and distribute the file to sales team users.

[D] Convert the chart into a system chart.


You are an independent software vendor.
You want the custom entities and custom attributes distributed by your solution to have the prefix "contoso_".
What should you do?

[A] Create new entities and attributes, and define the prefix as "contoso_".

[B] Create a new publisher, and define the publisher's prefix as "contoso".

[C] Create a new solution, and define the solution's prefix as "contoso_".

[D] Open the System Settings, and change the prefix of the organization to "contoso_".


You are creating a solution in Microsoft Dynamics CRM that has new custom entities and attributes.
Which two Data Types are supported for Calculated fields? Each correct answer presents a complete solution. Choose two.

[A] Lookup

[B] Option Set

[C] Two options

[D] Multiple Lines of Text


Which two actions can be configured for a business rule? Each correct answer presents a complete solution.

[A] Set visibility

[B] Run workflow

[C] Lock or unlock field

[D] Email link


Which three entities can include business process flows? Each correct answer presents a complete solution

[A] Goal

[B] Price List Item

[C] Account

[D] Queue

[E] Recurring Appointment

[F] Contract


Which two system entities can participate in business process flows? Each correct answer presents a complete solution

[A] Account

[B] Task

[C] Knowledge Base Article

[D] Service Activity

[E] Goal Metric


To which Microsoft Dynamics CRM object can you apply business rules?

[A] A dashboard

[B] A form

[C] A view

[D] A chart


What should you configure before you Create goals in Microsoft Dynamics CRM?

[A] Fiscal Period

[B] Target Value

[C] Goal Owner

[D] Goal Metric


You use Microsoft Dynamics CRM Goal Management to define sales goals over a period of time.
You need to track actual and in-progress values for sales.
Which goal metric should you configure?

[A] Amount Data Type

[B] Rollup Fields

[C] Metric Type

[D] Fiscal Periods


You are a Microsoft Dynamics CRM consultant for a small business.
Your client asks you to create a custom entity named Event Type. This entity needs to support business process flows, notes, document management and offline capability for Dynamics CRM for Outlook.
Which two custom entity options in you solution cannot be disabled after they are enabled? Each correct answer presents a complete solution. Choose two.

[A] offline capability for Dynamics CRM for Outlook

[B] document management

[C] notes

[D] business process flows


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