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 developing a Microsoft Dynamics CRM solution for a company.
Your solution utilizes an HTML Web Resource on the Account form.
Company employees use Microsoft Dynamics CRM Mobile client for iPad, Android, and Windows.
How will this environment affect the user experience?

[A] The users will not be able to view the Web Resource and will need to use the desktop client instead.

[B] The users can view the Web Resource, as long as it is within one of the first five tabs of the default form.

[C] The users will have to download and install an update rollup in order to view the Web Resource

[D] The users will not be able to use the Web Resource until their security role is updated with ISV Customizations privileges.


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.

[A] Add a branch rule to define the condition that should display the high probability stage.

[B] Add a stage to the branch for the high probability opportunity condition.

[C] Create a business process flow for your sales process

[D] Create a business rule to conditionally switch between business process flows if the probability is greater than 50%.

[E] Create a second business process flow for the high probability opportunities


You want to display information about a parent record within the form of a child record.
You need to customize a Quick View form.
Which two option are available to you? Each correct answer presents a complete solution.
Choose two

[A] choosing from one section only

[B] adding multiple tabs

[C] adding multiple sections

[D] choosing from one tab only


When the annual revenue on an account reaches more than $5 million, you want the category on the account to change to Preferred customer.
You need to create a business rule to achieve this goal.
Which two actions should you perform? Each correct answer presents part of the solution.
Choose two.

[A] Create a condition where Annual Revenue is greater than value: 5,000,000.

[B] Add a step to update the record with the category of Preferred Customer

[C] Create a scope where Annual Revenue is greater than 5,000,000.

[D] Create an action to set the category to Preferred Customer


You are creating a security role in Microsoft Dynamics CRM.
You want users with the role to be able to add notes to cases.
Which two privileges should you add to the role? Each correct answer presents part of the solution. Choose two

[A] Append privilege on cases

[B] Append privilege on notes

[C] Append To privilege on cases

[D] Append To privilege on notes


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

[A] user

[B] attribute

[C] business unit

[D] entity

[E] organization


You are creating charts for a dashboard in Microsoft Dynamics CRM.
Which three types of charts can you use for multi-series charts? Each correct answer presents a complete solution. Choose three

[A] column

[B] pie

[C] funnel

[D] line

[E] area


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.

[A] creating the new solution as a managed solution before exporting from the development environment

[B] publishing all components before exporting the solution from the development environment

[C] publishing the contact entity before exporting the new solution from the development environment

[D] scheduling the import and publishing of the solution in production to prevent it from disrupting normal system operation


A user assigns an account to a specific user in Microsoft Dynamics CRM.
What are two effects of the default Parental Relationships between Account and Task and between Account and Email? Each correct answer presents a complete solution. Choose two.

[A] All tasks and emails related to this account via the to attribute are also assigned to this user.

[B] All tasks and emails related to this account via the to attribute are also shared to this user.

[C] All tasks and emails related to this account via the regarding attribute are also shared to this user

[D] All tasks and emails related to this account via the regarding attribute are also assigned to this user.


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's involvement in the event, such as number of attendees from the account.
How should you configure this relationship in Microsoft Dynamics CRM?

[A] Create a native N:N relationship between account and event Add the additional fields to the account entity.

[B] Create a manual N:N relationship between account and event. Add the additional fields to the relationship entity.

[C] Create a 1;N relationship between event and account Add the additional fields to the event entity

[D] Create a native N:N relationship between account and event Add the additional fields to the event entity.


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