Microsoft Dynamics CRM 2016 Customization & Configuration PartnerSource Course

Welcome at the learning suite of the Microsoft CRM 2016 Certificate for Customization and Configuration.

This course is about all the questions asked in the PartnerSource instruction video's:

80729AE: Customization and Configuration in Microsoft Dynamics CRM 2016

These questions are sorted per four modules, each with about 12 to 16 questions. Every question has one correct answer unless there is asked to select all that apply. In this case more than one can be the correct answer.

I hope you enjoy this way of learning. If you have any questions, please let me know at: [email protected]

 

Greetings and good luck,

 

Paul

Module 1-4

Module 1: Introduction to Customizing and Configuring Dynamics CRM: Question 1

  • Basic
  • Professional
  • Enterprise
  • Small Business
Which of the following list are Dynamics CRM licensing options? (select all that apply)

Module 1: Introduction to Customizing and Configuring Dynamics CRM: Question 2

  • Creating a new form for entering data
  • Editing an existing view in the application
  • Deleting a field directly from the SQL database
  • Creating a dashboard containing multiple objects
Which of the following would be considered an unsupported customization?

Module 1: Introduction to Customizing and Configuring Dynamics CRM: Question 3

  • Workflows
  • Custom Actions
  • Dialog
  • Business Process Flow
  • Plugin
Which of the following is not a CRM proces?

Module 1: Introduction to Customizing and Configuring Dynamics CRM: Question 4

  • You must always be connected to CRM (no offline capabilities)
  • CRM contacts can be synchronized with Outlook contacts
  • You can work with CRM lists, forms and other items diretly from within Outlook
  • You can track e-mails as CRM activities
Which of the following statements about the CRM Client for Outlook is NOT true?

Module 2: Configuring Dynamics CRM: Question 1

  • It can be scheduled
  • It can delete duplicates
  • It can send Notification
  • It can be created for any entity
Which of the following options are available when creating a Duplicate Detection Job? (Select all that apply)

Module 2: Configuring Dynamics CRM: Question 2

  • Accounts
  • Cases
  • Orders
  • Campaigns
Which of the following entities does not have the ability to configure auto-number from within Settings - Administration - Auto Numbering?

Module 2: Configuring Dynamics CRM: Question 3

  • It cannot be disabled
  • It cannot be deleted
  • It can be renamed
  • It can have a parent business unit
Which of the following statements are TRUE about the root business unit in Dynamics CRM? (Select all that apply)

Module 2: Configuring Dynamics CRM: Question 4

  • Each team must belong to a business unit
  • Each business unit has a default team that is created. You cannot add/remove users to it.
  • CRM teams can own records
  • Team members must all come from the same business unit.
Which of the following statements about teams in CRM are true? (Select all that apply)

Module 3: The CRM Security Model: Question 1

  • Business Unit
  • User
  • Organization
  • Global
  • None
Which of the following is not an acces level setting for a security roles privilege?

Module 3: The CRM Security Model: Question 2

  • All other business units will inherit this role
  • The role can be edited in any business unit it exists in
  • The role can be edited only in the root business unit
  • The role can be moved to any other business unit
  • None
Which of the following statements is true of a security role created in the root business unit? (Select all that apply)

Module 3: The CRM Security Model: Question 3

  • The user cannot delete contacts
  • The user can update accounts
  • The user can edit opportunities
  • The user can only read accounts
A user has two security roles assigned to them. The first allows them to read accounts, delete contacts, and edit opportunities. The second does not allow them to delete contacts, but allows them to update accounts. Which of the following statements are true? (Select all that apply)

Module 3: The CRM Security Model: Question 4

  • The user will receive all security roles in the new BU they had in the old BU
  • The user will lose any security roles that were assigned to them in the previous BU
  • You cannot move a user from one business unit to another
  • You must assign a new security role to the user in the new BU
You want to move a user to a different business unit. Which of the following statements are true? (Select all that apply)

Module 4: Introduction to Solutions: Question 1

  • Delete the solution which will remove all the components
  • Remove the components from the solution
  • Unmanaged solutions cannot be deleted
  • Delete the solution then manually remove each of the three components.
You accidently imported an unmanaged solution into your environment that contains a custom entity, a process and a custom security role. The solution and all of its components need to be deleted. How would you do this?

Module 4: Introduction to Solutions: Question 2

  • All solutions start as managed.
  • Managed solutions can NOT be modified directly
  • Managed solutions cannot be exported
  • When removed all components items included are removed
Which of the following statements about Managed solutions are true? (Select all that apply)

Module 4: Introduction to Solutions: Question 3

  • Assets can only be added when you first add an entity to a solution
  • System entities will have all assets selected by default
  • Assets can be added to an entity at any time
  • Custom entities will have all assets selected by default.
Which of the following statements are true about entity Assets? (Select all that apply)

Module 5-8

Module 5: Entity and Field Customizations: Question 1

  • Mandatory
  • Compulsory
  • Business Recommended
  • Business Required
  • Audited
What field requirement should you configure on a field to ensure that a user must enter a value?

Module 5: Entity and Field Customizations: Question 2

  • Field security
  • Display Name
  • Data Type
  • Auditing
Which of the following properties cannot be changed after you save a field?

Module 5: Entity and Field Customizations: Question 3

  • You forgot to set the managed properties
  • You did not configure relationships
  • You did not set security roles to allow access to the entity
  • You set ownership to organization owned instead of user/team owned
You created a custom entity with forms and views and published all your customizations. You can see it but no other users can. Which of the following is most likely the cause?

Module 5: Entity and Field Customizations: Question 4

  • Access Teams
  • Document Management
  • Queues
  • Allow for Quick Create
Which of the following entity properties cannot be turned off once they have been enabled?

Module 6: Additional Field Customizations: Question 1

  • Change the field type from simple to calculated.
  • Delete the field and recreate it as calculated.
  • Change the field type from simple to rollups.
  • Delete the field and recreate it as rollup.
You have created a simple field called total value. It needs to multiple two fields on the entity together. You want the field to populate the value automatically. How can you do this?

Module 6: Additional Field Customizations: Question 2

  • Read
  • Append
  • Create
  • Update
Which of the following is not a field security permission that can be grated?

Module 6: Additional Field Customizations: Question 3

  • You can have a maximum of 10 rollups per entity
  • Rollup fields values can be Audited
  • Rollup fields can't be included in other rollup fields
  • Rollup fields can't include Hierarchy Data
Which of the following statements about rollup fields in CRM are true? (Select all that apply)

Module 6: Additional Field Customizations: Question 4

  • The Status field is added by default, you must add a Status Reason field if you want to use it.
  • You can customize the Status labels and add more options to meet your requirements.
  • Status and Status Reason fields are only used with system entities
  • You can customize the Status Reason labels and add more options to meet your requirements.
  • You can add more options to the Status Reason but you cannot modify the default options.
Which of the following is true about Status and Status Reason fields for a custom entity?

Module 7: Relationships: Question 1

  • One to many
  • Many to one
  • Any to any
  • Many to Many
Which of the following is not a supported relationship type in Microsoft Dynamics CRM 2015?

Module 7: Relationships: Question 2

  • Parental
  • Referential
  • Referential, Restrict Delete
  • Delete Child
If you have a 1:N relationship between two entities - Event and Booking - and need all Bookings to be deleted automatically when an Event is deleted, which relationship behavior must you choose?

Module 7: Relationships: Question 3

  • Enable hierarchy relationships on the Event entity properties
  • Create a self-referential relationship on the Event entity
  • Define the hierarchy in the event entity's hierarchy settings.
  • Mark the relationship as hierarchical.
You have created a custom entity called Events. From a parent event, you want to view Hierarchical data (sub-events) associated with the parent. Which of the following items are required to view Hierarchical? (Select all that apply)

Module 7: Relationships: Question 4

  • Mapping only works when a new record is created directly from the parent record.
  • Both fields being mapped must be on the same data type
  • Mapping maintains the relationship and keeps data synchronized
  • The target field length must be equal or larger than the source length
You are going to use entity mapping to pre-populate data when someone creates a new contact for an account. Which of the following statements about entity mapping are true? (Check all that apply)

Module 8: Customizing Forms: Question 1

  • Mobile
  • Quick Create
  • Main
  • Quick View
  • Tablet
Which of the following are types of forms in Microsoft Dynamics CRM? (Select all that apply)

Module 8: Customizing Forms: Question 2

  • Add a sub-grid of team records to the project form, create a team for each project record, and share each project record with the team you created for that record
  • Create a Access Team Template, add a sub-grid of team records to the project form, create a new team from the team template and attach it to the Project entity.
  • Enable the Project entity for access teams, create an Access Team Template for the Project entity, and add a sub-grid of user records to the Project form
What three steps must you follow to configure Access Teams to be displayed on form for a custom entity named Project?

Module 8: Customizing Forms: Question 3

  • iFrame
  • Knowledge Base Search
  • Notes Control
  • Sub-grid
You want to be able to display a list of all the open registrations for a specific event directly on the form. Which form component listed below would you use to accomplish this?

Module 8: Customizing Forms: Question 4

  • Header
  • Navigation
  • Body
  • Footer
You have a field called cost that you want to add to a custom form. You want to ensure that users can enter information into the field. Which areas in a CRM form allow users to edit the data in the form? (Select all that apply)

Module 9-12

Module 9: Business Rules: Question 1

  • Account
  • All Forms
  • Entity
  • Server
On the Account entity what should the scope be set to if you want your business rule to run on the server?

Module 9: Business Rules: Question 2

  • In a Solution - under an entity - Business Rules node in the solution explorer
  • in a Solution , under the Processes node in the solution explorer
  • in the form editor, in the Business Rules Explorer pane.
  • In a solution - in the properties for a specific field of an entity
Which of these is not an area of the system where you can access Business Rules?

Module 9: Business Rules: Question 3

  • Business Rules are triggered when a form loads
  • A Business Rule can have multiple conditions specified
  • Business Rules are triggered when a form is saved
  • Business Rules are triggered on change of data in a field
Which of the statements below about Business Rules in CRM is NOT a true statement?

Module 10: Views and Visualizations: Question 1

  • Advanced Find
  • Associated
  • Lookup
  • Quick Find
  • Active
Which of the following are types of system views in CRM? (Select all that apply)

Module 10: Views and Visualizations: Question 2

  • Column
  • Line
  • Stacked Bar
  • Pyramid
  • Funnel
Which of the following chart types are available by using the UI tools in Microsoft Dynamics? (Select all that apply)

Module 10: Views and Visualizations: Question 3

  • It will be visible by every CRM user
  • It can be included in a solution
  • It cannot be accessed on Mobile Clients
  • It can only use public views and system charts
  • It must be published before it will be visible to users.
From the List below select all of the statements that will apply to a System dashboard you create. (Select all that apply)

Module 10: Views and Visualizations: Question 4

  • Charts
  • Quick Views
  • Iframes
  • Bing Maps
  • List
Which of the following are dashboard components that can be added to Dynamics CRM dashboards?. (Select all that apply)

Module 10: Views and Visualizations: Question 5

  • If it is a System Dashboard. (Only System Dashboards can be made available on mobile)
  • If their Security Role(s) has access to the dashboards.
  • If it is a Personal Dashboard. (Only Personal Dashboards can be made available on mobile).
  • If the dashboard has been made Available on Mobile Clients.
  • If the name of the Dashboard contains "Mobile Dashboard"
You have a dashboard that you want users to be able to use on the Mobile Application. Which of the following determines if it will be available to a user on the mobile client?. (Select all that apply)

Module 11: Introduction to Processes: Question 1

  • A Real-Time Workflow
  • A Dialog
  • A Background Workflow
  • A Custom Action
  • A Business Process Flow
You would like to create a process that can be used to capture specific address information that is missing on a lead. You want to find which information is missing, and then prompt the user to enter it. Using the information entered you also need it to update the original record. Which process would you mostly use to accomplish this?

Module 11: Introduction to Processes: Question 2

  • You set the Scope of the workflow to organization
  • You set the Scope of the workflow to User
  • You set the Scope of the workflow to Business Unit
  • You set the Scope of the workflow to Parent Child
You have created a workflow that should run every time a user creates a new lead in the system. You have activated it and verified that it runs when you create a new lead. However, the workflow does not run when any other user regardless of who they are creates a lead. What is most likely the reason?

Module 11: Introduction to Processes: Question 3

  • Create Record
  • Perform Action
  • Change Status
  • Query CRM Data
Which of the following actions is available from Dialogs, but is not available for Workflows?

Module 12: Business Process Flows: Question 1

  • A business process flow can only be enabled for out-of-the box entities.
  • A business process flow can span multiple entities
  • A business process flow can only be enabled for custom entities.
  • A user can switch to another Business Process Flow at any time, and the new process will continue from the same stage that the earlier process stopped.
Which of the following statements is true about Business Process Flows?

Module 12: Business Process Flows: Question 2

  • Branching rules must be based on steps in the preceding stage.
  • A branch can go up to 10 levels deep.
  • A branch can change to the next or a future stage.
  • A single condition can contain a mix of And/Or operators.
You are creating a Business Process Flow, and have determined that it would be best to use a conditional branching. Which of the Statements below about Conditional Branching are true? (Select all that apply)

Module 12: Business Process Flows: Question 3

  • The order number of a Business Process Flow is considered to help determine which Process Flow is default for a specific user.
  • If a user does not have access to the current process being used on a record, the Process bar is not shown in the application.
  • The users Security Roles are considered to help determine which Process Flow is default for a specific user.
  • User can switch to any Business Process Flow assigned to that entity that their Security Role provides them access to at any time when working with a record.
You have 4 Business Process Flows that have been created for a custom entity. Each one has different security roles defined for it. Which of the following statements are true when you create multiple BPF’s for a single entity? (Select all that apply)