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 creating a new business process flow for a custom Event entity.
You create the new process and select business process flow from the Category list but you cannot find the Event entity in the Entity list.
What should you do?

[A] Activate the new business process flow to refresh the Entity list

[B] Save the new business process flow to refresh the Entity list

[C] Configure the entity to display in the Settings area, and then publish it

[D] Configure the entity to enable business process flows, and then publish it


A user from the sales team is transitioning into the service department.
The user has both Sales Representative and Customer Service Representative security roles.
The user's default pane and default dashboard need to be set.
What should you do?

[A] Change the user's Business Unit to Customer Service, and then have the user set the default pane and dashboard in the user options.

[B] Locate the user's desired pane and dashboard in the Default Solution components, and set it as the default.

[C] Recommend that the user set the default pane in the user options, open the desired dashboard, and set the dashboard as the default

[D] Locate the user's desired dashboard, and enable security roles for it. Assign the Sales Representative role to the dashboard.


You are creating a new business rule.
You need to ensure that the Actions you add to the rule are required to happen on all forms, including the Quick Create form.
What should you do?

[A] Add a condition to the business rule that it must apply to all forms.

[B] Set the Scope field on the business rule to All Forms

[C] Use a formula on the business rule to specify the number of forms.

[D] Under set field value, set the value to All Forms


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?

[A] Assign a security role to your dashboard, and then assign the security role to the rest of the users or teams in the organization.

[B] Convert the personal dashboard to a system dashboard, and then publish it.

[C] Share your personal dashboard and the two personal views with the rest of the users or teams in the organization.

[D] Add your personal dashboard to a Solution and export it Re-import it as a system dashboard.


You are customizing Microsoft Dynamics CRM.
What should you do before you delete a custom entity?

[A] Delete the shares for records of this entity.

[B] Check whether the entity has any component dependencies

[C] Remove the entity ownership

[D] Remove the entity from any security role.


You are editing the Open Leads system view.
You need to modify it so that it includes Business Phone and Mobile Phone.
What should you do?

[A] Use the arrows to determine where the Business Phone and Mobile Phone should be located. Click Add Columns to insert the columns in that position.

[B] Use Add Columns to add the Business Phone and Mobile Phone. Click View Properties to set the column position's numeric value

[C] Use Add Columns to add the Business Phone and Mobile Phone, and then use the arrows to arrange the new fields as desired.

[D] Use Add Columns to add the Business Phone and Mobile Phone, and then use Configure Sorting to modify how the columns are sorted.


You are customizing Microsoft Dynamics CRM.
You want to create a new custom entity Project.
You need to be able to assign owner teams to it.
Which ownership type should you use?

[A] access team

[B] organization

[C] owner team

[D] User or team


An organization acquires your company.
You need to change the root business unit in Microsoft Dynamics CRM.
What should you do?

[A] Rename the root business unit with the new company name

[B] Create a new business unit and reassign it as the root business unit

[C] Rename the organization in the System Settings

[D] Create a new business unit and re-parent the original root business unit


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.

[A] Enable field security on the Personal Identification Number field customization.

[B] In the users' Security Role, grant an Organization level Create permission for the Contact entity.

[C] 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.

[D] 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.


You are creating a custom entity.
Which two Primary Field properties can be changed when the entity is created? Each correct answer presents a complete solution. Choose two,

[A] Maximum Length

[B] Schema Prefix

[C] Field Requirement

[D] Data Type


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