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.


An Account record has an Option Set named Relationship Type. You need to ensure that when the Relationship Type is not Customer, the Account Number field does not display. What should you do?

[A] Use business rules

[B] Create a dialog

[C] Create a real-time workflow

[D] Configure the business process flow


You need to create a solution file to import into another environment. What are two possible ways to achieve this goal? Each correct answer presents a complete solution. Choose two

[A] Create a managed solution file by exporting an unmanaged solution as Managed Solution.

[B] Create an unmanaged solution file by exporting an unmanaged solution as Unmanaged Solution.

[C] Create a managed solution file by exporting a managed solution as Managed Solution

[D] Create an unmanaged solution file by exporting a managed solution as Unmanaged Solution


You create a custom entity named Project. You want Top-Project instead of Project to appear in the UI for this entity. Which two properties of the entity should you change? Each correct answer presents part of the solution. Choose two,

[A] Display Name

[B] Description

[C] Name

[D] Plural Name


You want to add a custom attribute for alphanumeric values. This attribute should be displayed on the form as multiline control. Which two Data Types should you use? Each correct answer presents a complete solution. Choose two.

[A] Single Line of Text (Format: Text Area)

[B] Lookup

[C] Option Set

[D] Multiple Lines of Text


Users at your company do not need the No Orders in Last 6 Months option in the public view accounts. You need to remove this view from the list of views. What should you do?

[A] Deactivate the view from system settings

[B] Delete the view from the customizations area

[C] Deactivate the view from the customizations area

[D] Delete the view from system settings


Your sales team notifies you that the Account form has unnecessary fields. You want the Account form to display the Account contact information only. What are two possible ways to achieve this goal? Each correct answer presents a complete solution. Choose two.

[A] Create a new Account form by using Save As and by modifying the new Account form

[B] Modify the existing Account form

[C] Create a new Account system entity, and modify the form of this new entity

[D] Create a new Account connection role, and modify the form of this new connection role.


You have a new entity named Car. You create an N:l relationship between Car and the Contact entity.You configure this relationship with the Referential, Restrict Delete type. A Contact named Daisy Lawrence has two Cars, Carl and Car2. You delete the contact. What is the result?

[A] Daisy Lawrence is deleted, and Car1 and Car2 generate a warning about references

[B] Daisy Lawrence, Carl1 and Car2 are deleted during the cascading delete operation.

[C] Daisy Lawrence, Car1 and Car2 are not deleted, and an error is generated

[D] Daisy Lawrence is deleted, and Carl and Car2 are not deleted


It successfully imports without the relationship to opportunity

[A] Option Set

[B] Whole Number

[C] Date and Time

[D] Lookup


You export an unmanaged solution from Microsoft Dynamics CRM. The unmanaged solution contains the following two entities: - Account - Custom entity account ledger During the export process, Microsoft Dynamics CRM identifies a dependency from the account ledger's Lookup field to the opportunity entity and asks you to include the opportunity entity within the solution. You exclude the opportunity entity from your solution export. What happens to the solution?

[A] It fails to import because opportunity does not yet exist.

[B] It fails to import because opportunity was not in the solution.

[C] It successfully imports with the relationship to opportunity

[D] It successfully imports without the relationship to opportunity


Your System View shows all contacts who work for educational institutions. You want to change the view so that it also shows contacts who work for government organizations. Which two actions should you perform in System View? Each correct answer presents part of the solution. Choose two.

[A] Paste in the Fetch XML for your new query

[B] Select Edit Filter Criteria

[C] Add the additional query criteria

[D] Select Details to modify the query


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