CRM MB2-716 Teach

This course is based on Questions from MB2-716. 

 

This is the learning course where you can learn the answers easier. Use the other link to assess yourself on your skills.

 

The answers are checked within CRM and present the answer wanted by the testingorganisations.

Each time you start the course you have 20 minutes to answer 20 questions.

These are randomly selected from the 80 in total and have randomized answers. 

You have to get 85% to successfully pass the course.

 

Have a good one!

Question 1-10 course

Question

Which two series aggregate functions are only available on numeric field data types? Each correct answer presents part of the solution.

  • Count: Non-empty
  • Count: All
  • Average
  • `Max

Question

Which of the following chart types can be configured as an organization-owned chart but not as a user owned chart?

  • Bar & Line
  • Tag or Doughnut
  • Line & Multiseries
  • Area and funnel

Question

You are implementing a Lead to Quote business process. The process will update the Lead. Account Contact, and Quote entities. You need to create a business process flow (BPF) that spans the entities. What should you do?

  • For each stage, specify the step.
  • Add a workflow
  • Use a composition
  • Add a stage and specify the properties for each entity

Question

You need to create a business process flow (BPF) that spans multiple entities. Which of the following statements is true?

  • You can use entities that have N:N relationships.
  • The same entity cannot be used twice.
  • Relationships must exist between entities.
  • You can include a maximum of five entities.

Question

You create a business rule for the Account entity. The business rule must nin when you import account records. Which two conditions must be true? Each correct answer presents a complete solution

  • The scope was set to Entity
  • The was set to Account
  • A business rule is active
  • A business rule snapshot was succesful

Question

You are implementing a new business process. The system must send a notification to the manager 24 hours after an opportunity Is created based on the date of the next best action. Which type of workflowshould you implement?

  • synchronous workflow
  • asynchronous workflow
  • Microsoft Dynamics 365 dialogs
  • business process flow (BPF)

Question

You create a business rule for the Case entity and set the scope to Case. Which action will cause the business rule to run?

  • The form loads
  • An asynchronous workflow updates the record.
  • An asynchronous workflow creates a record.
  • The record is saved.

Question

Which action can you perform by using a business rule?

  • Subtract $5.00 from a currency field.
  • Clear a two options field.
  • Concatenate two text fields.
  • Add six days to a date field.

Question

You create a workflow and set the scope to User (default). User A owns the workflow. User B is making bulk changes on records that will trigger the workflow. Which records will this workflow affect?

  • records owned by users in the same business unit as User B
  • records owned by User A
  • records owned by User B
  • records owned by either User A or User B

Question

You are a subject matter expert for an insurance company. You have a complex business method that is used for settling and releasing claims. You need to create a process in Microsoft Dynamics 365 to assist team members with the claims settlement process. You must limit this process to team members that have a specific security role. What should you implement?

  • business process flow (BPF)
  • workflows
  • custom actions
  • dialogs

Question 11-20 course

Question

You create a workflow that automatically sends an email when a condition is met. The staff reports that emails are not been sent as expected. You need to correct the issue. What should you do?

  • Export the workflow
  • Publish the workflow
  • Set the workflow to required
  • Activate the workflow

Question

You are implementing a new business process flow (BPF) in Microsoft Dynamics 365.You specify a name and the primary intent for the BPF, and define the stages and conditions. You need to configure the composition. Which two options can you configure? Each correct answer presents a complete solution.

  • Dialogs
  • Workflows
  • Steps
  • Actions

Question

You create a business rule for the Account entity. The business rule must run when you import account records. Which two conditions must be true? Each correct answer presents a complete solution.

  • The scope was set to Account.
  • The scope was set to Entity.
  • A business rule snapshot was successful.
  • A business rule is active.

Question

You have a business process named Know Your Customer. Employees use this business process to capture key information about customers. You must implement a business process flow (BPF) in Microsoft Dynamics 365 that represents this business process. You specify the name for the BPF as well as the stage names, entities, and stage category that the BPF will use. You need to complete the BPF implementation. Which three additional components can you configure? Each correct answer presents part of the solution.

  • Step required
  • Check conditions
  • Wait Conditions
  • Step display names
  • Data Fields

Question

You have an environment that includes Microsoft Dynamics 365 and Exchange Online. Email messages between Microsoft Dynamics and Exchange are synchronizing correctly. You need to ensure that appointments, contacts, and tasks are synchronized. What are two possible ways to achieve this goal? Each correct answer presents a complete solution.

  • Configure the default synchronization method for appointments, contacts, and tasks to use server side synchronization.
  • Configure the default synchronization method for appointments, contacts, and tasks to use Microsoft Dynamics 365 for Outlook.
  • Connect Microsoft Dynamics 365 to POP3/SMTP servers.
  • Set up the email router.

Question

You implement Microsoft Office 365 groups for a company. You need to ensure that all members of a specific security role can see and use an Office 365 group. Which privilege should you assign to the security role?

  • ISV Extensions
  • Execute Workflow Job
  • Act on behalf of another user
  • Browse availability

Question

You manage Microsoft Office 365 and Microsoft Dynamics 365 for a company. Some Office 365 users do not have a Microsoft Dynamics 365 license. You need to ensure that all users can see tasks that are associated with a Microsoft Dynamics 365 opportunity record. What should you implement?

  • Microsoft OneNote Integration
  • Microsoft OneDrive integration
  • Microsoft SharePoint integration
  • Microsoft Office 365 groups

Question

You add a new entity named Parts to Microsoft Dynamics 365. You need to grant all users that have the Salesperson security role read access to the Parts entity. Which tab of the Security Role page should you use?

  • Business Management
  • Missing entities
  • Custom entities
  • Customization

Question

Users need to be able to embed Microsoft Power Bl visuals into personal dashboards. What should you do?

  • Enable server-based integration with Power Bl.
  • Add Power Bl as a report category.
  • Enable Power Bl visualization embedding
  • Grant users Power Bl reporting permissions.

Question

You enable folder-level tracking functionality for all users. A user named User1 creates a folder named Dynamics 365 underneath her inbox. User1 moves emails into the Dynamics 365 folder. User1 reports that the emails are not being tracked. You need to resolve the issue. What should you do?

  • Ensure that the Microsoft Dynamics 365 for Outlook client is installed.
  • Configure server-side synchronization for Microsoft Exchange.
  • Ensure that Microsoft Exchange rules are created.
  • Instruct the user to create a folder tracking rule.

Question 21-30 (copy)

Question

You are configuring auditing for Microsoft Dynamics 365. Which two operations can you audit? Each correct answer presents a complete solution.

  • Create, update, and delete records.
  • Create an association between records.
  • Retrieve records.
  • Export records.

Question

You administer a Microsoft Dynamics 365 environment for a company. You need to prevent one specific employee from synchronizing data by using Microsoft Dynamics 365 for Outlook without preventing the employee from using Microsoft Dynamics 365 tor Outlook. What should you do?

  • Set the Web Mail Merge settings to None Selected for the individual's security role.
  • Set the Sync to Outlook settings to None Selected for the individual's security role.
  • Set the Dynamics 365 Address Book settings to None Selected for the individual's security role.
  • Set the Use Dynamics 365 App for Outlook to None Selected for the individual's security role.

Question

You need to provide users that have the Sales manager security role access to multiple business process flows (BPFs). Which two statements regarding role driven BPFs are true?

  • Users can select a default BPF for all records.
  • If a user does not have access to the current process that is applied to a record, options will be disabled.
  • Set Order defines the order in which BPFs are viewed.
  • You must use teams to control which groups of users have access to a BPF.

Question

You need to create a process that prompts users with questions and captures their answers. Which process type should you use?

  • business rule
  • dialog
  • custom action
  • background workflow

Question

What is the total number of If-Else conditions that you can add to a business rule?

  • 5
  • 7
  • 10
  • 15

Question

You need to create a business rule for the account entity that runs both client and server side. Which business rule scope should you use?

  • All Forms
  • Account
  • Account for Interactive Experience
  • Entity

Question

Which three statements regarding actions are true? Each correct answer presents a complete solution.

  • Actions can be invoked from a custom client application that uses Microsoft Dynamics 365
  • Actions can be invoked from JavaScript within the application.
  • Actions must always be associated with a specified entity.
  • Actions require some coding to enable invocation from a workflow or dialog.
  • You can invoke actions from a workflow or dialog without writing code.

Question

Which three actions can you add to a workflow? Each correct answer presents part of the solution.

  • Create Record
  • Share Record
  • Update Record
  • Assign Record
  • Delete Record

Question

Which two features are only available for real-time workflows?

  • Start before a record is created.
  • Wait six hours before executing the next step.
  • Start before a record is assigned.
  • Run as the user who made changes to the record.

Question 31-40 (copy)

Question

Which two form areas allow you to read from and write to all visible fields? Each answer presents a complete solution.

  • Header
  • Body
  • Navigation
  • Footer

Question

Which statement regarding ordering of items in the mobile navigation menu is?

  • Menu item placement is governed by mobile offline settings.
  • Menu item placement is based on the site map.
  • Most recently used entities appear first.
  • Menu items are displayed in alphabetical order.

Question

Which three statements regarding form design or behavior for the mobile phone or tablet application are true? Each correct answer presents a complete solution.

  • The form selector is available.
  • The first five tabs will display.
  • Activities can be modified.
  • Tabs do not have the expand and collapse capability.
  • If business rules are changed while the mobile app is open, the app must be closed and reopened for those changes to apply.

Question

You need to use Theme settings to customize the Microsoft Dynamics 365 user interface for a customer. Which three actions can you perform? Each correct answer presents a complete solution.

  • Export a theme as part of a solution.
  • Adjust accent colors including hover and selection colors.
  • Change the logo and navigation colors.
  • Change icon colors.
  • Provide entity-specific coloring.

Question

You need to grant users the ability to read all accounts in Microsoft Dynamics 365. Which access level should you apply to the Read permission for the Account entity?

  • Organization
  • System
  • All
  • Global

Question

You need to ensure that users can save private documents in Microsoft OneDrive for Business folders from within Microsoft Dynamics 365.Which three actions should you perform? Each correct answer presents part of the solution.

  • Install and activate the Microsoft SharePoint List Component
  • Set the Manage User Synchronization Filters option to Origination for the Security Role.
  • Ensure that users have Microsoft OneDrive for Business and SharePoint licenses.
  • Configure server-based integration for Microsoft Dynamics 365 and Microsoft SharePoint Online.

Question

You administer a Microsoft Dynamics 365 environment for a company. You need to prevent one specific employee from synchronizing data by using Microsoft Dynamics 365 for Outlook without preventing the employee from using Microsoft Dynamics 365 for Outlook. What should you do?

  • Set the Use Dynamics 365 App for Outlook to None Selected for the individual's security role.
  • Set the Dynamics 365 Address Book settings to None Selected for the individual's security role-
  • Set the Web Mail Merge settings to None Selected for the individual's security role
  • Set the Sync to Outlook settings to None Selected for the individual's security role.

Question

A sales team member creates a chart. You need to make the chart available to all members of the sales team. What should you do?

  • Download and use the Microsoft Dynamics CRM 2016 Report Authoring Extension.
  • Ask the team member to export the data used by the chart.
  • Export the chart XML and import it into system charts.
  • Ask the team member to share the chart with other sales team members.

Question

You install an unmanaged solution named SolutionA that has a dependency on another unmanaged solution named SolutionB. What is the outcome when you attempt to uninstall SolutionB?

  • SolutionB and all components that are not dependencies of SolutionA are removed
  • The system prevents you from deleting SolutionB.
  • SolutionB and all related components are removed.
  • The container for SolutionB is removed, but all its components remain.

Question

To which three data types can you add a custom control? Each correct answer presents a complete solution.

  • composite
  • date and time
  • multiple lines of text
  • single line text
  • lookup

Question 41-50 (copy)

Question

You assign security roles to an owner team and each user on the team. What effect does the security role that is assigned to the team have on the individual team members?

  • The permissions for the user are used instead of those of the team.
  • The user is granted the least restrictive permissions of the two roles.
  • The permissions for the team are used instead of those of the user.
  • The user is granted the most restrictive permissions of the two roles.

Question

You plan to create a field for an entity to capture data in a consistent format. When a user adds a record for the entity, the choices provided to the user for the field often change or become outdated. The choices must not be available for new records. You need to create the field while minimizing the administrative overhead to maintain the field. Which field type should you use?

  • global option set
  • single line of text
  • local option set
  • lookup

Question

You need to add the status reason Duplicate to the status value Cancelled for the case entity. What should you do?

  • Add the value to the Cancelled list of the Status field.
  • Add the value to the Cancelled list of the Status Reason field.
  • Using status reason transitions, add the value to the Cancelled status.
  • Using status reason transitions, add the value to the Cancelled status reason.

Question

You plan to integrate data from an external system into Microsoft Dynamics 365. You need to create a Microsoft Dynamics 365 field to use for matching records from the external system. What should you create?

  • calculated field
  • globaloption set
  • rollup field
  • alternate key

Question

For which of the following scenarios can you delete an entity?

  • The entity is part of a managed solution and no other items are
  • The entity is system-defined and no other items are dependent
  • The entity is part of an unmanaged solution and another unmanaged
  • The entity is custom and uses a system-defined global option set.

Question

Which two field types can you configure as rollup fields?

  • single line of text
  • floating point number
  • date and time
  • decimal number

Question

You plan to delete a custom entity from an unmanaged solution. Which of the following statements is true?

  • You must delete the solution that contains the entity.
  • You can only delete the entity from managed solutions.
  • You must delete allrecords related to the entity from the database.
  • You must remove any dependencies with other objects.

Question

You plan to use entity mapping to replicate data from a text field between two related entities. For which scenario can you replicate data?

  • The target field is already mapped to a different source field.
  • The length of the source field is smaller than the destination field
  • The two entities are in a N:N relationship.
  • The new record is created and then related to the parent record

Question

Your company rents tools and machines to customers. You create a custom entity named Equipment to track the tools and machines. You need to show the hierarchical relationships between various pieces of equipment. How should you configure the relationship?

  • Ensure that you enable Connections for the entity.
  • Set up a parental 1:N relationship between Accounts and Equipment.
  • Create a self-referential relationship and configure hierarchy settings.
  • Set up a N:N relationship between Accounts and Equipment.

Question 51-60 (copy)

Question

You need to create a hyperlink field to capture the URL for a contact's LinkedIn profile. Which data type should you use for the field?

  • single line of text
  • web
  • url
  • text area

Question

A group of users must be able to associate a time zone with a record. You need to implement the required functionality by using native Microsoft Dynamics 365 features. Which field type should you use?

  • option set
  • multiple lines of text
  • whole number
  • lookup

Question

You are creating a set of system views. Which three options can you configure for the views? Each correct answer presents a complete solution.

  • read, write, and delete permissions
  • append, assign, and share permissions
  • default sort order for results
  • the widths of each column
  • the columns to display

Question

You create a Publisher and add entities to a solution. What are two outcomes of this action? Each correct answer presents a complete solution.

  • The name for existing custom entities that you add to a solution use the prefix that indicates the publisher.
  • A new section dedicated to the publisher is added to the sitemap.
  • Option sets that you create as part of the solution use the prefix that indicates the publisher.
  • The name for custom entities that you create as part of the solution use the prefix that indicates the publisher.

Question

Which two statements are exclusive to managed solutions and not unmanaged solutions? Each correct answer presents part of the solution.

  • You cannot export the solution.
  • When you remove the solution, all components items included in the solution are removed.
  • You must define entity assets for every entity that you add to the solution.
  • You must select a publisher for the solution

Question

You export five modified system security roles from a development environment as an unmanaged solution. You import the solution into a production environment. Which of the following statements is true regarding the import of the unmanaged solution?

  • Copies of security roles will be created automatically in the production environment.
  • The system security roles in production will be overwritten with the settings imported from the solution.
  • Security roles cannot be imported.
  • The import will fail because system security roles cannot be overwritten by importing a solution.

Question

You need to display data that is referenced by a lookup field on a form. Which option should you use?

  • Quick Find View
  • Associated View
  • Quick View
  • Public View

Question

You add a lookup for contacts to the case form. You need to display the most recent primary phone number for a contact on the case form while minimizing administrative effort. What should you do?

  • Use a workflow to copy the phone number to a new field on the case when the contact changes.
  • Use a quick view form to display the phone number.
  • Use a web resource to query and display the phone number
  • Use field mapping during record creation to copy the phone number to a new field on the case.

Question

Which two form areas allow you to read from and write to all visible fields? Each answer presents a complete solution.

  • Header
  • Body
  • Navigation
  • Footer

Question

Which statement regarding ordering of items in the mobile navigation menu is true?

  • Menu item placement is governed by mobile offline settings.
  • Menu item placement is based on the site map.
  • Most recently used entities appear first.
  • Menu items are displayed in alphabetical order.

Question 61-70 (copy)

Question

Which three statements regarding form design or behavior for the mobile phone or tablet application are true? Each correct answer presents a complete solution.

  • The form selector is available.
  • The first five tabs will display.
  • Activities can be modified.
  • Tabs do not have the expand and collapse capability.
  • If business rules are changed while the mobile app is open, the app must be closed and reopened for those changes to apply.

Question

You need to use Theme settings to customize the Microsoft Dynamics 365 user interface for a customer. Which three actions can you perform? Each correct answer presents a complete solution.

  • Export a theme as part of a solution.
  • Adjust accent colors including hover and selection colors.
  • Change the logo and navigation colors.
  • Change icon colors.
  • Provide entity-specific coloring.

Question

You need to grant users the ability to read all accounts in Microsoft Dynamics 365. Which access level should you apply to the Read permission for the Account entity?

  • Organisation
  • System
  • All
  • Global

Question

You need to ensure that users can save private documents in Microsoft OneDrive for Business folders from within Microsoft Dynamics 365.Which three actions should you perform? Each correct answer presents part of the solution.

  • Install and activate the Microsoft SharePoint List Component.
  • Set the Manage User Synchronization Filters option to Origination for the Security Role.
  • Ensure that users have Microsoft OneDrive for Business and SharePoint licenses.
  • Configure server-based integration for Microsoft Dynamics 365 and Microsoft SharePoint Online.

Question

You administer a Microsoft Dynamics 365 environment for a company. You need to prevent one specific employee from synchronizing data by using Microsoft Dynamics 365 for Outlook without preventing the employee from using Microsoft Dynamics 365 for Outlook. What should you do?

  • Set the Use Dynamics 365 App for Outlook to None Selected for the individual's security role.
  • Set the Dynamics 365 Address Book settings to None Selected for the individual's security role-
  • Set the Web Mail Merge settings to None Selected for the individual's security role.
  • Set the Sync to Outlook settings to None Selected for the individual's security role.

Question

A sales team member creates a chart. You need to make the chart available to all members of the sales team. What should you do?

  • Download and use the Microsoft Dynamics CRM 2016 Report Authoring Extension.
  • Ask the team member to export the data used by the chart.
  • Export the chart XML and import it into system charts.
  • Ask the team member to share the chart with other sales team members.

Question

To which three data types can you add a custom control? Each correct answer presents a complete solution.

  • composite
  • date and time
  • multiple lines of text
  • single line of text
  • lookup

Question

Which form type is used by the Microsoft Dynamics 365 for tablets app?

  • Mobile
  • Main
  • Mobile - express
  • Turbo

Question

You implement Microsoft Dynamics 365 for customers. A customer reports that their sales support staff is taking too much time updating the probability on opportunities. You must display an Editable Grid control when users view the Opportunity entity from the web. You must display a read-only grid when users view opportunities on a tablet device. What should you do?

  • On the Opportunity entity, clear the Enable for mobile setting.
  • On the Outlook and Mobile Settings page for the Opportunity entity, configure the Organization data download filter.
  • On the Opportunity entity, select the Tablet option for the Microsoft Dynamics 365 Read-only Grid setting.
  • On the Opportunity entity, select the Read-only in mobile setting

Question 71-80 (copy)

Question

You create a custom field and set the requirement level to Business Required. For which scenarios is the requirement level enforced?

  • A user creates a record through the web interface but the required field is not on the current form.
  • A user creates a record by using one of the mobile clients.
  • A developer creates a record by using custom code.
  • A user creates a record by using the data import functionality.

Question

What is the character limit for a Single Line of Text field?

  • 1000
  • 2000
  • 4000
  • 10000

Question

You enable status reason transitions for the case entity. You cannot reactivate a case due to an issue with the current status reason. You need to correct the issue. What should you do?

  • Using status reason transitions, ensure that all active status reason options have at least one value.
  • Using status reason transitions, add a new active status reason to the current status reason for the case.
  • Using status reason transitions, ensure that all inactive status reason options have at least one value.
  • Using status reason transitions, add a new inactive status reason to the current status reason for the case.

Question

For which of the following scenarios can you delete an entity?

  • The entity is custom and uses a system-defined global option set.
  • The entity is part of a managed solution and no other items are dependent upon the entity.
  • The entity is part of an unmanaged solution and another unmanaged entity has a lookup field to
  • The entity is system defined and no other items are dependent upon the entity.

Question

You need to enable auditing for the account entity. Which two actions should you perform? Each correct answer presents part of the solution.

  • Start auditing.
  • Enable change tracking.
  • Enable auditing for common entities.
  • Enable auditing for user access.

Question

You added a custom field to the Account entity. The field type is single line of text. You set a 500 character limit. You need to add the field as a column on the Active Accounts view. What is the maximum width in pixels (px) that you can specify for this column?

  • 200px
  • 500px
  • 300px
  • 1000px

Question

Which component can you add to a solution?

  • Goals
  • Queues
  • Subjects
  • Processes