MB2-712 & MB2-713

Learningquestions Microsoft Dynamics CRM 2016 MB2-712 & MB2-713

80727AE: Sales Management in Microsoft Dynamics CRM 2016 Knowledge tests

Knowledge Test #1

  • Business process flows are designed to help organize information
  • Business process flows have multiple stages
  • Business process flows have only one branch per process
  • Business process flows can have multiple branches per process
Which of the following statements are TRUE about business process flows? Select all that apply

Knowledge Test #2

  • Competitors
  • Marketing Campaigns
  • Price lists
  • Products
Which of the following entities can Sales Literature be associated with? Select all that apply.

Knowledge Test #3

  • Strategy, Willingness, Opportunities, Threats
  • Strenghts, Willingness, Openings, Trends
  • Strenghts, Weaknesses, Opportunities, Threats
  • Strategies, Weaknesses, Openings, Trends
Define what is involved with a SWOT analysis?

Knowledge Test #4

  • New contacts
  • New Leads
  • New Accounts
  • New Opportunities
Social Engagement can generate which of the following options listed below directly from the social web?

Knowledge Test #5

  • Competitor
  • Account
  • Contact
  • Opportunity
Which type of records can be converted from a Lead? Select all that apply.

Knowledge Test #6

  • Email
  • Task
  • Phone Call
  • Appointment
Which of the following activities can be converted to a lead?

Knowledge Test #7

  • Qualified
  • Disqualified
  • Cancelled
  • Deactivated
Which of the following are potential statuses of a lead record?

Knowledge Test #8

  • The record is still able to be modified
  • The original lead record is no longer visible to users
  • The records becomes Read-Only
  • The original lead record is deleted from the system
What happens after the viability of a lead is determined?

Knowledge Test #9

  • Competitor
  • Customer
  • Lead
  • Marketing list
Which of the following is required to create an opportunity?

Knowledge Test #10

  • Closed activity
  • Completed activity
  • Finalized Activity
  • Resolution Activity
When a opportunity is either won or lost, a type of activity is generated. This is referred to as what?

Knowledge Test #11

  • Account
  • Competitor
  • Contact
  • Lead
Which of the following records can be added to an opportunity via Quick Create. Select all that apply.

Knowledge Test #12

  • Verifies the opportunity record no longer active
  • To make the opportunity record Read-Only
  • Verifies the opportunity record is still active
  • To make sure the opportunity record can still be modified
Which of the following actions can you perform on ACTIVE quotes? Select all that apply.

Knowledge Test #13

  • Relationships
  • Personal Attachments
  • Connections
  • Connectors
Which option listed below allow users to create relationships links between two different records?

Knowledge Test #14

  • Setting up price lists
  • Setting up products
  • Setting up unit groups
  • Setting up templates
Which one of the following tasks are required when creating a product catalog? Select all that apply.

Knowledge Test #15

  • You can use system-calculated pricing and automatically generate quotes from opportunities
  • You must use user-provided pricing with price lists
  • You can associate price lists with campaigns and automatically pre-fill campaign opportunities with the same price list
  • You can apply different price lists to opportunities and quotes and see their impact on opportunity or quote totals
Which one of the following is a benefit of using the product catalog?

Knowledge Test #17

  • Price lists can be thought of a 'level of pricing'.
  • There can be multiple price lists in a single environment
  • Each product must have the same level of pricing
  • Each product might have different levels of pricing.
Which one of the following statements is TRUE abbout price lists? Select all that apply.

Knowledge Test #18

  • Base Unit
  • Item Group
  • Unit Group
  • Primary Unit
What defines the various measurements in which a product is available or packaged?

Knowledge Test #19

  • Tailored lists are used for special offers. Discount lists are used according to the volume of products purchased.
  • Discount lists are used for special offers. Tailored lists are used according to the volume of products purchased.
What is the difference between tailored lists and discount lists?

Knowledge Test #20

  • Closed the order
  • Activate the order
  • Ship the order
  • Fulfill the order
In Microsoft Dynamics CRM once an order is placed, what is the next step in the sales order process?

Knowledge Test #21

  • There needs to separate price lists for each currency
  • There does not need to be separate price lists for each currency.
  • Having multiple currencies affects quotes, products and invoices.
  • Having multiple currencies affects quotes, orders and invoices.
Microsoft Dynamics CRM allows multiple currencies within an environment. Which of the following statements are TRUE about currencies in Microsoft Dynamics CRM?

Knowledge Test #22

  • Active
  • Draft
  • Initial
  • Update
What status must a quotes have for changes to be made?

Knowledge Test #23

  • Edit the quote
  • Print quote for customer
  • Create an order
  • Add a discount
Which of the following actions can you perform on ACTIVE quotes?

Knowledge Test #24

  • Quote, Opportunity, Order, Invoice
  • Quote, Invoice, Opportunity, Order
  • Opportunity, Quote, Order, Invoice
  • Opportunity, Invoice, Quote, Order
Which of the following ìs the correct linear order for the sales process?

Knowledge Test #25

  • Every goal record is based on an underlying goal metric record with a metric type of either "amount" or "count"
  • A Goal Metric record specifies the record type a goal is defined for and the status values that roll up to in-progress and actual values
  • A Goal Metric record specifies the record type a goal is for, as well as its owner and time period.
  • In-progress and Actual values are calculated fields that must be manually recalculated to reflect changes in the underlying data
Which of the following statements are TRUE regarding Microsoft Dynamics CRM goals and goal metrics? Select all that apply.

Knowledge Test #26

  • Fiscal Period
  • Goals
  • Rollup Query
  • Target Value
After goal metrics are defined, which of the following is created to contain more specific information?

Knowledge Test #27

  • Goal Date
  • Date Range
  • Fiscal Period
  • Goal Period
What is the term used to describe the time period required to create goals?

Knowledge Test #28

  • Rollup queries allows us to find a more distinct subset of data.
  • Rollup queries only allow us to roll up from parent goals
  • Rollup queries do not allow us to roll up record sets.
  • Rollup queries allow us to roll up record sets
Which of the following statements are TRUE about rollup queries? Select all that apply.

Knowledge Test #29

  • A goal can have multiple child goals
  • Parent goals are a combination of child goals
  • If you delete a parent goal, the child goals is deleted
  • All goals must be based within the same time period
Which of the following statements are TRUE about the Parent/Child goals? Select all that apply.

Knowledge Test #30

  • Web Resources
  • Advanced Find Views
  • Others Dashboards
  • Charts
Which of the following components are not available to add to a dashboard directly through the Microsoft Dynamics CRM interface?

Knowledge Test #31

  • Uses queries for the user to filter data and provide results
  • Allows a user to edit the columns to be displayed
  • Allows a user to return multiple entity types within one search
  • Allows a user to export an Advanced Find search
Which of the following actions are available through Advanced Find? Select all that apply.

Knowledge Test #32

  • Dynamic Worksheet
  • Dynamics Pivot Table
  • Static Export
  • Excel Online
When it comes to exporting data to Excel, which format creates a simple spreadsheet containing a connection to the Microsoft Dynamics CRM database and automatically refreshes the data?

Knowledge Test #33

  • Users do not have the ability to drill down into charts and filter results
  • There are two types of charts: personal and system
  • There are three types of charts: personal, system and custom
  • System charts are visible to all users within the organization
Which of the following statements are TRUE about charts? Select all that apply.

Knowledge Test #34

  • Provides the ability to use these dashboards directly from Microsoft Dynamics CRM
  • Provides the ability to connect with Microsoft OneNote
  • Provides the ability to create reports directly from the PowerBI dashboard
  • Provides the ability to import data from Microsoft Word documents.
What do PowerBI dasboards have the ability to do?

Examquestions 01-15 / 150 Certifications: MB2-712 & MB2-713

Question 1

  • Contact
  • Account
  • Opportunity
  • Lead
You are a sales representative at a trade show. A trade show attendee leaves a business card at your booth. You need to enter the attendee's information into Microsoft Dynamics CRM for the sales team to qualify. Which record type should you create?

Question 2

  • Set the estimated budget
  • Configure the exchange rate
  • Use write-in products
  • Add a price list
You are adding products to an opportunity. You want to calculate the estimated revenue based on the products added. What should you do to enable this function?

Question 3

  • To show other users who are collaborating on the opportunity
  • To provide a sales script for the salesperson to use when speaking to a potential customer
  • To show the current stage in the sales lifecycle
  • To enforce entry of mandatory fields
What is the purpose of the business process flow in the opportunity form?

Question 4

  • Convert the email message to the opportunity
  • Convert the email message to an account and contact
  • Create a quote, and link the email message to the quote
  • Create an order, and link the email message to the order
A staff member at your client organization sends you an email message, inquiring about a product that the client might buy. After you track the email message, what should you do?

Question 5

  • in-progress
  • Actual
  • Closed
  • Target
You are creating a goal for the number of phone calls made versus the number of phone calls scheduled. You need to establish the number of scheduled calls for your organization. Which value provides this information?

Question 6

  • Resource Group
  • Acces team
  • Team
  • User
You want to share a personal chart that you created. Who can you share your chart with? Each correct answer presents a complete solution. Choose two.

Question 7

  • You should add roll up fields
  • You should create goals
  • You should create fiscal years
  • You should roll up queries
Each member of your sales team must earn an individual sales revenue quota for the year in order to receive a bonus. You create the goal metric and identify the Metric Type as Amount and the Amount Data Type as Money. To complete the configuration:

Question 8

  • Active
  • Waiting
  • Created
  • Draft
You create a new entitlement. What is the initial status of the entitlement?

Question 9

  • Failed
  • In progress
  • On hold
  • Paused
You create a new case that includes a service level agreement (SLA). You place the case on hold because you need to wait for additional information from the customer. What is the status of the SLA KPI instance record related to the case?

Question 10

  • Configure the Warning Actions on the SLA item record
  • Specify the Applicable When conditions on the SLA item record
  • Configure the SLA Item Warning on the SLA item record
  • Configure the SLA Item Failure on the SLA item record

You create a new service level agreement (SLA) and enter the amount of time that is allowed for it.

You need to send an email message to the user assigned to a case when the time limit of the SLA is about to be exceeded.

Which two actions should you perform? Each correct answer presents part of the solution. Choose two.

Question 11

  • Total time the case is on hold
  • Failure time
  • Warning time
  • Total time the case is processing

You create a case and link it to a standard service level agreement (SLA) with the timer configured on the case form.

You need to review the case status and report the information to your manager.

Which piece of information about the time of the case is available?

Question 12

  • A service activity
  • A SLA
  • An entitlement
  • A contract template

You need to specify the number of support hours a customer will receive.

What should you create?

Question 13

  • Cancel the case
  • Delete the case
  • Resolve the case
  • Reactivate the case

You choose a case from the customer support queue. Your company mandates that all requests with customers be tracked regardless of the outcome.

You call the customer and learn that the case was submitted on your company's customer portal by mistake.

What should you do?

Question 14

  • From the parent case, select create child case for each of the cases that reported the bug.
  • From the active cases view, select all of the cases that are reporting the bug, and then select merge cases.
  • From the child case, select similar cases to find the cases that reported the bug.
  • From the active cases view, select all of the cases that are reporting the bug, and then select associate child cases.

You work at the support desk for a software company.

When the newest version of a popular app is released, you receive an influx of support requests regarding an issue. The research and development team identify the issue as a bug and prepare to fix it.

You need to identify existing cases in which this bug was reported and relate them to one another so that they can be closed simultaneously when the bug fix has been released.

What should you do?

Question 15

  • A. Create a web resource, and add it to the Knowledge Base template.
  • B. Insert the image into the Knowledge Base template.
  • C. Copy and paste the image into the Knowledge Base article.
  • D. Drag and drop the image onto the Knowledge Base article.

You are responsible for creating and managing Microsoft Dynamics CRM Knowledge Base templates and articles.

A user wants an image to be added to a Knowledge Base article.

What should you do?

Examquestions 16-30 / 150 Certifications: MB2-712 & MB2-713

Question 16

  • A. The user is finished with that stage.
  • B. The case is at this stage.
  • C. The case is ready to close.
  • D. There is a required field at this stage.

You are the customer service manager of a call center and are performing a daily review of your team's cases. A case record owned by a member of your team has a flag in the research stage of the business process flow.

What does this indicate about the case?

Question 17

  • A. Merge the two case records.
  • B. Reference the case ID of the other case in the case ID field of each case.
  • C. Add one case to the sub-grid on the other case for similar cases.
  • D. Reference the case ID of the other case in the notes field of each case.

Two active case records are related to the same issue but have nothing else in common.

Your manager asks you to make an association between the records.

What should you do?

Question 18

  • A. Queue
  • B. Account
  • C. Contact
  • D. Team

You create a new user.

Which record will Microsoft Dynamics CRM automatically create for the user?

Question 19

  • A. In the other dashboard, select the existing chart.
  • B. Export the chart. Import the chart into Charts under the case entity. Go to the dashboard entity, and add the chart to the dashboard.
  • C. Share the chart from your personal dashboard to the case entity, and add the chart to the system service dashboard.
  • D. Share the chart from your personal dashboard to the system service dashboard.

You create a chart on your personal dashboard. The chart displays the service technician's monthly goals for case resolution.

You need to make this chart available on another dashboard.

What should you do?

Question 20

  • A. Service Analysis Report
  • B. Customer Service Maintenance Report
  • C. Neglected Cases
  • D. Case Summary Table

You are the team lead in a large call center.

You want to know the originating source for the majority of your team's cases.

You need a report that includes the following information: The number of cases each of your team members owns by Origin (Phone, Email, Web The percentage of cases owned as a proportion of total cases by Origin Which report should you use?

Question 21

  • A. Customer Service Operations
  • B. Customer Service Representative
  • C. Customer Service Performance
  • D. Sales Performance Dashboard

You need a dashboard that shows your cases only.

Which dashboard should you use?

Question 22

  • A. Share the dashboard with your coworker.
  • B. Schedule the Dashboard to be Emailed as a Report.
  • C. Export the Dashboard to Excel, and share the Excel Workbook.
  • D. Copy and assign the dashboard as a system dashboard

You create a personal dashboard to help manage your service cases.

You need to make the dashboard available to your coworker.

What should you do?

Question 23

  • A. Goal metric
  • B. Goal
  • C. Rollup field
  • D. Target
  • E. Parent goal

You are the service desk manager for a large engineering firm. You want to track how many cases are resolved each month by each individual service technician.

Which three items in Microsoft Dynamics CRM do you need to configure? Each correct answer presents part of the solution. Choose three.

Question 24

  • A. Create a report that displays the organization's base currency value for each opportunity.
  • B. Add a field to the opportunity entity to convert and store the base currency value for each one, and create a report to show the opportunities with the base value.
  • C. Create a report that converts the value of each open opportunity to the organization's base currency.
  • D. Export all open opportunities to Microsoft Excel, and add a formula that converts the value of each opportunity to the organization's base currency.

Employees in your organization create opportunities in Microsoft Dynamics CRM by using various currencies.

You need a report that uses the company's base currency to show the value of all open opportunities.

What should you do?

Question 25

  • A. Sales literature
  • B. Price lists
  • C. Accounts
  • D. Products

You want to use Microsoft Dynamics CRM to compile a repository of competitor information for your sales team.

You create a competitor record and enter your competitor's strengths and weaknesses.

Which two items can you directly associate with the competitor? Each correct answer presents a complete solution. Choose two.

Question 26

  • A. Ensure that each of your social listening search topics are assigned a category.
  • B. Configure social listening search topics and visuals.
  • C. In system settings, change the default setting for the Disable Social Engagement option.
  • D. Select the Reset Social Insights option to refresh the social insights data.

You configure a connection to Microsoft Social Listening but cannot see social insights data in Microsoft Dynamics CRM.

What should you do to make social insights visible in Dynamics CRM?

Question 27

  • A. Quote
  • B. Order
  • C. Opportunity
  • D. Invoice

Your customer wants to purchase 1,000 units of your best-selling product.

Which type of record in Microsoft Dynamics CRM should you create?

Question 28

  • A. Dashboards
  • B. Advanced find
  • C. Reports
  • D. Entity forms

You implement Microsoft Social Listening and connect it to your Microsoft Dynamics CRM organization.

In which two locations within Dynamics CRM can you access social insights information? Each correct answer presents a complete solution. Choose two.

Question 29

  • A. The service activities need to be scheduled,
  • B. The resources are assigned to the same service activity.
  • C. The service activity was rescheduled twice.
  • D. The service activities on the schedule are conflicting.

You view the service calendar with the resource view applied.

You notice a box with the number two in it.

What does this information identify?

Question 30

  • A. Selection rules
  • B. Service activities
  • C. Resource groups
  • D. Capabilities

You are implementing Microsoft Dynamics CRM. Your company delivers training for customers on various topics. Not all trainers are capable of delivering all training classes.

You need to ensure that each training service is associated with the required resource.

What should you create?

Examquestions 31-45 / 150 Certifications: MB2-712 & MB2-713

Question 31

  • A. A service schedule
  • B. A service restriction
  • C. A time off record
  • D. A new weekly schedule

An employee who you manage requests one week of paid vacation.

You need to ensure that no work is assigned to this employee during that week.

What should you create?

Question 32

  • A. Convert the quote to an order, and convert the order to an invoice.
  • B. Close the quote as invoiced.
  • C. Close the quote as won.
  • D. Convert the quote to an invoice, and convert the invoice to an order.

You send a quote to a customer, who accepts the quote.

You need to complete the sale and collect payment.

What should you do?

Question 33

  • A. Primary unit
  • B. Unit
  • C. Base unit
  • D. Unit group

You currently sell widgets individually.

You now need to configure the product catalog to sell widgets in packs of 12.

What should you configure?

Question 34

  • A. Mark all activities on the opportunity as complete.
  • B. Close the opportunity as lost.
  • C. Change the estimated revenue to zero.
  • D. Activate all draft quotes related to the opportunity.

A customer with an open opportunity selects one of your company's competitors.

You need to change the status of this opportunity so that the opportunity no longer shows in Open Opportunities.

What should you do?

Question 35

  • A. Create a phone call activity, convert it to an opportunity, and close the opportunity as won.
  • B. Create an opportunity, add a phone call activity, and then close the opportunity as won.
  • C. Create an order, and then add a phone call activity.
  • D. Create a phone call activity, and convert it to an order.

A customer calls and wants to make a purchase.

You need to record the phone call and the purchase in Microsoft Dynamics CRM.

What should you do?

Question 36

  • A. One retail and one wholesale price list
  • B. One retail and one wholesale product
  • C. One retail price list with two product price list items
  • D. One retail price list and one discount list

A customer purchases a widget at retail price. Another customer purchases the same product at wholesale price.

What should you create to enable both customers to pay the correct amount?

Question 37

  • A. Assign a security role to the queue.
  • B. Choose public as the type.
  • C. Assign members to the queue.
  • D. Choose private as the type.

The call center handles many types of support calls. Cases for customers requesting account balance information must be routed to a queue for the accounting department.

You need to set up a queue for these types of requests.

Which two actions should you perform? Each correct answer presents part of the solution. Choose two

Question 38

  • A. Knowledge Base
  • B. Microsoft SharePoint
  • C. Sales literature
  • D. Marketing list

You create a case for a customer who requests assistance.

You need to find a Frequently Asked Questions document in Microsoft Dynamics CRM and email it to the customer.

In which location should you look for the document?

Question 39

  • A. Business rule
  • B. Branch
  • C. Workflow
  • D. Conditional step

Your organization uses business process flows to help users complete their cases.

You want the stage of a business process flow to automatically change when a field value is set to research complete.

What should you add?

Question 40

  • A. Cases for email from unknown senders
  • B. Automatic email response to customer on case creation
  • C. Cases for activities associated with a resolved case
  • D. Cases if a valid entitlement exists for the customer

The service desk frequently receives email requests directly from contacts that are not currently in Microsoft Dynamics CRM.

You need to configure an automatic case creation rule to ensure that these requests are not overlooked.

Which option should you select in the case creation rule?

Question 41

  • A. Resolution activities
  • B. Service level agreements
  • C. Queues
  • D. Scheduling modules

Your company's support team is handling all inbound requests for support for a new product.

You want to configure Microsoft Dynamics CRM so that phone calls and email messages regarding the new product are held until a team member with expertise on the new product is available. The phone calls and email messages need to be assigned in the order in which they were received.

Which feature should you use?

Question 42

  • A. Create an entitlement with two service level agreements (SLAs) for each type of support.
  • B. Create an entitlement, and link to two cases for each type of support. OC
  • C. Create an entitlement, with two entitlement channels for each type of support.
  • D. Create an entitlement, and link to two templates for each type of support.

A customer can use 80 hours of phone support and 20 hours of email support, according to the agreement you set up with this customer.

You need to configure an entitlement.

What should you do?

Question 43

  • A. Select the SLA in the cases for the selected customers.
  • B. Select the SLA in the entitlements for the selected customers.
  • C. Select the SLA and then use the Set as Default function.
  • D. Select the SLA on the customer account for the selected customers.

You need to configure Microsoft Dynamics CRM to use a special service level agreement (SLA) for selected customers.

Which action should you perform?

Question 44

  • 1
  • 2
  • 3
  • 4

An entitlement for a customer has a status of Active.

You need to make changes to the entitlement.

What should you do before making the changes?

  1. Renew the entitlement.
  2. Deactivate the entitlement.
  3. Click Edit in the Action pane.
  4. Cancel the entitlement.

Question 45

  • 1
  • 2
  • 3
  • 4

You plan to bulk import new case records.

You do not want the service level agreement (SLA) to apply to the new cases.

What should you do?

  1. Set the Disable the SLAs system option.
  2. Pause all SLAs.
  3. Set the Ignore SLAs import option.
  4. Deactivate all SLAs.

Examquestions 46-60 / 150 Certifications: MB2-712 & MB2-713

Question 46

  • 1
  • 2
  • 3
  • 4

You need to configure Microsoft Dynamics CRM so that only the authorized contacts associated with an account can call and use the entitlement.

What should you do?

  1. Add each contact to the case associated to the entitlement.
  2. Configure a contact method on each contact.
  3. Add each contact to the entitlement.
  4. Mark each contact as Primary.

Question 47

  • 1
  • 2
  • 3
  • 4

Your organization uses territories in Microsoft Dynamics CRM to manage sales.

You need to ensure that all sales managers and sales people are associated with the correct territories.

What should you do?

  1. Add a sales manager and the relevant sales people as members to each territory.
  2. Add a territory to each sales person's record, and add the sales manager and territory to each opportunity record.
  3. Add the relevant sales people to each territory record, and make the sales manager the owner of the territory record.
  4. Add a sales manager to each territory record and to each sales person's user record.

Question 48

  • 1
  • 2
  • 3
  • 4

You have a potential sale with a prospect that you met at a trade show. You enter the prospect as a lead in Microsoft Dynamics CRM.

How should you move the lead forward to track the potential sale?

  1. Enter products into the Lead Form.
  2. Close the lead as won.
  3. Qualify the lead.
  4. Activate the lead.

Question 49

  • 1
  • 2
  • 3
  • 4

You want to aggregate customer feedback from social websites in order to identify buying trends and customer opinions toward your company's product.

Which tool should you use in Microsoft Dynamics CRM?

  1. Microsoft Social Listening, in order to monitor social media channels
  2. Cases, in order to see and respond to negative social mentions
  3. Marketing Campaigns, in order to provide visibility to social feeds
  4. Activity feeds, in order to view interactions on the social pane

Question 50

  • 1
  • 2
  • 3
  • 4

Your company's marketing team attends a conference and collects business cards of attendees who do not already use your services. After the conference, the team enters the information from the cards into Microsoft Dynamics CRM.

You assign the records to the sales team so that the team can decide which products and services align with the attendees' needs.

Which common business scenario in Microsoft Dynamics CRM does this sequence of events depict?

  1. Creating contacts
  2. Supporting customers
  3. Lead qualification
  4. Creating quotes

Question 51

  • 1
  • 2
  • 3
  • 4

You need to add a product brochure to Microsoft Dynamics CRM so that users can send the brochure via email to potential customers. Which record type should you add the brochure to?

  1. Sales literature
  2. Competitor
  3. Product
  4. Marketing list

Question 52

  • 1
  • 2
  • 3
  • 4

You are the manager for all Microsoft Dynamics CRM Knowledge Base articles that the service management team submits.

A team member submits an article to Knowledge Base.

What should you do to make the article available to the entire organization?

  1. Submit it
  2. Publish it.
  3. Approve it
  4. Draft it.

Question 53

  • 1
  • 2
  • 3
  • 4

You identify and create a new case. Your service team's process requires that you hand the case off to another service representative for resolution by adding the case to the service representative's My Active Cases system view.

You need to ensure that the service representative sees the new case in this view.

Which action should you perform on the case?

  1. Switch process
  2. Share OC
  3. Fellow
  4. Assign

Question 55

  • 1
  • 2
  • 3
  • 4

You need to reactivate a case you cancelled two days ago in order to update the description. In which two Microsoft Dynamics CRM system views will you find the case? Each correct answer presents a complete solution. Choose two.

  1. Recent Cases
  2. Active Cases
  3. Cases Opened in the Last 7 days
  4. Resolved Cases

Question 54

  • 1
  • 2
  • 3
  • 4

You are a customer service representative. You receive an inbound request for support for a product support request.

You need to create a new case to document the request.

What should you do?

  1. Use the quick view form to create the case.
  2. Create and close a phone call activity, and then convert it to a case.
  3. Create a lead, and convert it to a case.
  4. Use the quick create form to create a case.

Question 56

  • 1
  • 2
  • 3
  • 4

You complete your work on a queue item and want to allow others to work on it.

What should you do?

  1. Save your changes to the queue item.
  2. Release the queue item.
  3. Route the queue item.
  4. Change the action to Work On.

Question 57

  • 1
  • 2
  • 3
  • 4

You are viewing the opportunity by status chart and want to see the records that have a status of open.

What should you use on the chart pane?

  1. Refresh chart
  2. Drill down
  3. Advanced Find
  4. Export Chart

Question 58

  • 1
  • 2
  • 3
  • 4

You are the office manager for a plumbing company. According to customer feedback, technicians are showing up late and are taking a very long time on service calls. You want to research the matter further.

You need a report that displays the number of service activities by owner. Which report should you use?

  1. Progress Against Goals report
  2. Service Activity Volume report
  3. Account Service Overview report
  4. Case Summary Table report

Question 59

  • 1
  • 2
  • 3
  • 4

An existing goal tracks the number of cases resolved per month. You need to enable it to show the number of cases that are still open.

What should you do?

  1. Create a new goal, and add it as a child to the existing goal.
  2. Create a new goal metric, and add it to the existing goal.
  3. Add a new rollup field to the existing goal metric.
  4. Add a rollup query to the existing goal.

Question 60

  • 1
  • 2
  • 3
  • 4

You need to ensure that the estimated revenue for your opportunity is calculated correctly based on the most recent territory price list and the associated products.

Which method should you use to configure the opportunity pricing?

  1. User Provided
  2. Automatic Recalculation
  3. System Calculated
  4. Current Pricing

Examquestions 61-75 / 150 Certifications: MB2-712 & MB2-713

Question 61

  • 1
  • 2
  • 3
  • 4

A customer calls to request a quote for a product.

You need to log the call and create an opportunity for the potential sale.

What should you do?

  1. Create a lead, and qualify it to create an opportunity.
  2. Create an account and an opportunity.
  3. Create a phone call, and convert it to an opportunity.
  4. Create a connection, and convert it to an opportunity.

Question 62

  • 1
  • 2
  • 3
  • 4

You are a marketing specialist. You receive an email message from a prospective client who was referred to your company by a current client.

You need to add the client to Microsoft Dynamics CRM so that a salesperson can follow up with the potential client.

After tracking the email message, what should you do?

  1. Convert the email message to an opportunity, and assign it to a salesperson.
  2. Convert the email message to a lead, and assign it to a salesperson.
  3. Create a task, and set the Regarding field to the existing customer who referred the potential client.
  4. Create a new account for the potential client and assign a follow-up phone call activity to a salesperson.

Question 63

  • 1
  • 2
  • 3
  • 4

You lose an active opportunity and close it in Microsoft Dynamics CRM.

What are two results of closing the opportunity? Each correct answer presents part of the solution. Choose two.

  1. The opportunity is removed from the list of active opportunities.
  2. Notes and attachments associated with the opportunity are saved for future reference.
  3. All activities associated with the opportunity are automatically deactivated.
  4. The opportunity cannot be reactivated.

Question 64

  • 1
  • 2
  • 3
  • 4
  • 5

Which three items can you add to a closed opportunity? Each correct answer presents a complete solution. Choose three.

  1. Competitor
  2. Product
  3. Task
  4. Note
  5. Description

Question 65

  • 1
  • 2
  • 3
  • 4

You are implementing Microsoft Dynamics CRM. Your company requires employees to perform warranty repairs at the customer site. Where should the warranty repairs be configured in Dynamics CRM?

  1. Services
  2. Sites
  3. Work centers
  4. Resources

Question 66

  • 1
  • 2
  • 3
  • 4

You use the service scheduling feature of Microsoft Dynamics CRM to manage inspection services.

You need to configure Microsoft Dynamics CRM with the following information:

A junior inspector can supervise one inspection at a time. A senior inspector can supervise two inspections at a time.

Which two actions should you perform? Each correct answer presents part of the solution.

Choose two.

  1. Create a connection on the resources for the inspectors.
  2. Add a selection rule to the inspection service.
  3. Configure the capacity on the resources for the inspectors.
  4. Create a connection on the resource group that includes the inspectors

Question 67

  • 1
  • 2
  • 3
  • 4

Your company uses trucks to drive to customer sites and perform warranty work. Your company has a policy that each truck should remain in a specific region.

You need to configure Microsoft Dynamics CRM to meet these requirements.

What should you do?

  1. Create a territory for each region, a facility/equipment record for each truck, and link each truck to the relevant territory.
  2. Create a site for each region, create a facility/equipment record for each truck, and link each truck to the relevant site.
  3. Create a site for each region, and then link it to each service that is used to perform the warranty work.
  4. Create a territory for each region, and then link it to each service that is used to perform the warranty work.

Question 68

  • 1
  • 2
  • 3
  • 4

You want to create a weekly schedule for a resource

Which two settings should you configure when creating the schedule? Each correct answer presents part of the solution. Choose two.

  1. Start time
  2. Work hours
  3. End time
  4. Work days

Question 69

  • 1
  • 2
  • 3
  • 4

A customer calls to change the date and time of a service activity. You have limited dates, times, and resources available for the customer request.

You need to update the information from the service calendar.

What should you do?

  1. Use the reschedule option, and resolve any conflicts.
  2. Use the appointment option, and resolve any conflicts.
  3. Drag the service activity to the correct date and time on the calendar, and resolve any conflicts.
  4. Use the schedule option, and resolve any conflicts.

Question 70

  • 1
  • 2
  • 3
  • 4

You create an opportunity view and want to export the fields in the view for further analysis. You need to ensure the data can be refreshed automatically without requiring the data to be re- exported.

What should you do?

  1. Open a view of the records, and export it to a dynamic worksheet.
  2. Run a report on the view, select the option to include all applicable records, and then export the results to Microsoft Excel.
  3. Run a report on the view, select the option to include all records on all pages, and export the results to Microsoft Excel.
  4. Open a view of the records, and export it to a dynamic pivot table.

Question 71

  • 1
  • 2
  • 3
  • 4

You create an opportunity and need to add products.

What should you do before adding the opportunity products?

  1. Set a price list.
  2. Change the revenue setting to user provided.
  3. Set estimated revenue.
  4. Change the revenue setting to system calculated.

Question 72

  • A
  • B
  • C
  • D

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 

Question 73

  • A
  • B
  • C
  • D

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.

Question 74

  • A
  • B
  • C
  • D

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

Question 75

  • A
  • B
  • C
  • D

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. 

Examquestions 76-90 / 150 Certifications: MB2-712 & MB2-713

Question 76

  • A
  • B
  • C
  • D

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. 

Question 77

  • A
  • B
  • C
  • D

You have a System View that contains all active accounts. You want a similar view that also includes inactive accounts. You need to create a copy of the System View. What should you do?   


A. While viewing the System View, select Save As, and give the new view a name.

B. When viewing the list of System Views for the Accounts, select Copy View, and give the copy a name.

C. While editing the System View, select Save As, and give the new view a name.

D. While editing the System View, select Copy View, and give the copy a name.

Question 78

  • A
  • B
  • C
  • D

In Microsoft Dynamics CRM, you create a custom Event entity for storing events and a custom Event Type entity for storing possible Event Types for events.
You want to store one or more of these Event Types in an Event.
What should you create?


A. a native N:N relationship between Event and Event Type

B. a Lookup attribute in the Event entity

C. a Multiple Lines of Text attribute in the Event entity

D. an Option Set attribute in the Event entity

Question 79

  • A
  • B
  • C
  • D

You create a connection from Account1 to Account2 and select Referred To as the role. 
You want the connection from Account2 to say Referred From. What should you do?


A. Modify the Connection Role for Referred To so that it can only be between the record type of Account.

B. Create workflow that will create a matching Connection with the Role of Referred From whenever a new Referred To connection is created.

C. Modify the Connection Role for Referred To, and add a new matching connection role named Referred From that also applies to the Account.

D. Create a dialog that the user must run to create the Connection, which prompts the user to enter both sides of the connection role.

Question 80

  • A
  • B
  • C
  • D

You add 20 new fields to the Lead entity in Microsoft Dynamics CRM. You also add these fields to the Account record.
You use the Generate Field Mappings feature to create the mappings between the Lead and the Account.
Which two options does Dynamics CRM check to create the mappings? Each correct answer presents part of the solution. Choose two.


A. Field types

B. Schema names

C. Display names

D. Values on option set

Question 81

  • A
  • B
  • C
  • D

You want to customize Microsoft Dynamics CRM by adding several former vendors from the account as well as the time span of the business relation between the account and these vendors.
What should you do? 


A. Add an N:N-relation between accounts and competitors.

B. Add a manual N:N-relation between accounts and competitors, and remove the Name property of the manual intersect entity.

C. Create a connection role named former vendor, and ensure the competitor and account record type are selected.

D. Add an N:l-relation between accounts and competitors.

Question 82

  • A
  • B
  • C
  • D

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.

Question 83

  • A
  • B
  • C
  • D

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.

Question 84

  • A
  • B
  • C
  • D

You need a component that can combine form controls together with the possibility to expand and collapse them.
Which component should you choose?


A. sub-grid

B. section

C. Quick View form

D. tab

Question 85

  • A
  • B
  • C
  • D

You want to add a drop-down list control on a form to present a fixed list of choices to the user.
Which Data Type should you use?


A. Lookup

B. Option Set

C. Picklist

D. Multiple Lines of Tex

Question 86

  • A
  • B
  • C
  • D

You add a Roll up field to the Microsoft Dynamics CRM Account entity to calculate the sum of related Opportunity Estimated Revenue.
How frequently will Dynamics CRM automatically recalculate the Rollup field?


A. Once every 12 hours

B. Once every four hours

C. Once a day

D. Once an hour

Question 87

  • A
  • B
  • C
  • D

You create several additional attributes in Microsoft Dynamics CRM.
Which two field requirement levels can be set? Each correct answer presents a complete solution. Choose two.


A. Business Required

B. System Recommended

C. System Required

D. Business Recommende

Question 88

  • A
  • B
  • C
  • D

You are creating a solution in Microsoft Dynamics CRM that has new custom entities and attributes.
Which two Data Types are supported for Calculated fields? Each correct answer presents a complete solution. Choose two.


A. Lookup

B. Option Set

C. Two options

D. Multiple Lines of Text

Question 89

  • A
  • B
  • C
  • D

You customize Microsoft Dynamics CRM for a customer. Your customer has the following requirements for custom attributes: Users should not be able to add filters for this field in Advanced Find. The fields should be available when customizing views.
What should you do?


A. Remove the attribute from the Find Columns list of the Lookup view.

B. Remove the attribute from the Find Columns list of the Quick Search view.

C. Create a business rule to prevent the use of this attribute in Advanced Find.

D. Change the Searchable option to No.

Question 90

  • A
  • B
  • C
  • D

You are a Microsoft Dynamics CRM consultant. You are assigned a new implementation.
Before you configure the customer's environment you want to set the Option Value Prefix for your solution.
In which location do you set the Option Value Prefix?


A. system settings

B. the Option Set

C. your solution

D. The publisher of your solution

Examquestions 91-105 / 150 Certifications: MB2-712 & MB2-713

Question 91

  • A
  • B
  • C
  • D

You are customizing Microsoft Dynamics CRM.
Which two customization components should you publish after performing the update? Each correct answer presents part of the solution. Choose two.


A. Application ribbon

B. Reports

C. Charts

D. SiteMap

Question 92

  • A
  • B
  • C
  • D

You are an independent software vendor.
You want the custom entities and custom attributes distributed by your solution to have the prefix "contoso_".
What should you do?


A. Create new entities and attributes, and define the prefix as "contoso_".

B. Create a new publisher, and define the publisher's prefix as "contoso".

C. Create a new solution, and define the solution's prefix as "contoso_".

D. Open the System Settings, and change the prefix of the organization to "contoso_".

Question 93

  • A
  • B
  • C
  • D

You intend to use the following three environments when you customize Microsoft Dynamics CRM:

Sandbox

Staging

Production


Each environment represents a stage in the promotion of your work.
You need to transfer custom entities and fields between these environments.
Which mechanism should you use?


A. data import feature

B. Plug-in Registration tool

C. Web Service Configuration Settings

D. CRM Solution files

Question 94

  • A
  • B
  • C
  • D

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

Question 95

  • A
  • B
  • C
  • D

You need to configure a new chart for the sales team by using the chart designer tools in the user interface.
Which two designs can you configure? Each correct answer presents a complete solution. Choose two.  

A. The colors that will be used when the chart is displayed

B. The records the chart will include

C. The entity that contains the data you want to display

D. The chart type that will provide the best display for the type of dat

Question 96

  • A
  • B
  • C
  • D

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.

 

Question 97

  • A
  • B
  • C
  • D

You are a Microsoft Dynamics CRM specialist for an organization. The marketing and sales teams at the organization exist within different business units.
Your organization decides that a marketing employee's personal chart could be very useful to the sales team.
You need to distribute this chart to the sales team but not to the marketing team. No users currently have privileges to create personal charts.
What should you do?

 


A. Share the chart with the sales team.

B. Copy the chart by using Save As, and assign the copy to the sales team business unit.

C. Export the chart and distribute the file to sales team users.

D. Convert the chart into a system chart.

Question 98

  • A
  • B
  • C
  • D
  • E

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

Question 99

  • A
  • B
  • C
  • D

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.

Question 100

  • A
  • B
  • C
  • D

You are a Microsoft Dynamics CRM consultant for a small business.
Your client asks you to create a custom entity named Event Type. This entity needs to support business process flows, notes, document management and offline capability for Dynamics CRM for Outlook.
Which two custom entity options in you solution cannot be disabled after they are enabled? Each correct answer presents a complete solution. Choose two.


A. Offline capability for Dynamics CRM for Outlook

B. Document management

C. Notes

D. Business process flows

Question 101

  • A
  • B
  • C
  • D

You are creating a custom entity named Transaction. This entity needs to be an available activity that you can create from the contact entity.
What should you do to configure the entity?


A. Create a 1:N relationship between the contact and transaction entities.

B. Check the Display inactivity menus check box on the transaction entity customization form.

C. Check the Define as an activity entity check box on the transaction entity customization form.

D. Check the Activities check box on the transaction entity customization form.

 

Question 102

  • A
  • B
  • C
  • D

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

Question 103

  • A
  • B
  • C
  • D

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.

Question 104

  • A
  • B
  • C
  • D

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

Question 105

  • A
  • B
  • C
  • D

You want users to be able to access a custom entity from Microsoft Dynamics CRM for Tablets.
Which two actions should you perform? Each correct answer presents part of the solution. Choose two.


A. Add the entity to at least one SiteMap area.

B. Create a new form to Mobile.

C. Enable the CRM for Tablets check box.

D. In Managed Properties, set New forms can be created to Yes

Examquestions 106-120 / 150 Certifications: MB2-712 & MB2-713

Question 106

  • A
  • B
  • C
  • D

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

Question 107

  • A
  • B
  • C
  • D

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.

Question 108

  • A
  • B
  • C
  • D

You are configuring user access in Microsoft Dynamics CRM.
You need each account to have a unique group of people who have write permissions to the account.
What should you do?


A. Have Dynamics CRM automatically create access teams for each record, and manually share the account with the appropriate

B. Create an owner team, and assign the accounts to the owner team.

C. Create an access team template, and add to the account form a sub-grid that references the access team template.

D. Manually create an access team record for each account and assign the account to the access team.

Question 109

  • A
  • B
  • C
  • D

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

Question 110

  • A
  • B
  • C
  • D

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 uni

Question 111

  • A
  • B
  • C
  • D

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.

 

Question 112

  • A
  • B
  • C
  • D
  • E

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

Question 113

  • A
  • B
  • C
  • D

You have a System View that contains all active accounts. You want a similar view that also includes inactive accounts. 
You need to create a copy of the System View. 
What should you do?


A. While viewing the System View, select Save As, and give the new view a name.

B. When viewing the list of System Views for the Accounts, select Copy View, and give the copy a name.

C. While editing the System View, select Save As, and give the new view a name.

D. While editing the System View, select Copy View, and give the copy a name.

Question 114

  • A
  • B
  • C
  • D

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.

Question 115

  • A
  • B
  • C
  • D

A salesperson reports that quick find searches on accounts are taking too long.
Which two best practices should you suggest to the salesperson? Each correct answer presents a complete solution. Choose two.

 

A. Add a find field to the view.

B. Ensure there is not an asterisk (*) at the beginning of the search term.

C. Ensure there is an asterisk (*) at the beginning of the search term.

D. Create a personal view

Question 116

  • A
  • B
  • C
  • D

You need to delete a custom Public View from the System View area in Microsoft Dynamics CRM so that the Public View does not appear to any users.
Which two preliminary actions should you perform? Each correct answer presents a complete solution. Choose two.


A. Ensure that the view is included in an unmanaged solution.

B. Verity that a different default view is set

C. Verify that all dependencies are removed from the view.

D. Ensure that the view was created by you

Question 117

  • A
  • B
  • C
  • D

A user opens the Contact List Member view to see the contacts that are in a Marketing List.
Which view type is Contact List Member?


A. Associated view

B. Quick Find view

C. Public view

D. Lookup view

Question 118

  • A
  • B
  • C
  • D

You are performing an initial deployment of Microsoft Dynamics CRM. You create a view named Local Contacts. 
You want this view to be the default view for all users. 
What should you do?


A. From the customization area, select the System View, and select Set Default

B. Under system settings, configure the System View as default view for all users.

C. While viewing the System View, put the view to set it as default for all users.

D. When creating the System View, select the Default View type before saving the view

Question 119

  • A
  • B
  • C
  • D

You want to reduce the amount of data stored in auditing in Microsoft Dynamics CRM. 
Your Dynamics CRM environment has multiple audit logs. You need to delete at least one audit log. 
What should you do?


A. Select the most recent audit log, and click delete.

B. Create a bulk delete job, and select the audit entity.

C. Select the oldest audit log, and click delete.

D. Select multiple audit logs, and click delete.

Question 120

  • A
  • B
  • C
  • D

You are configuring user access in Microsoft Dynamics CRM. You need several accounts to have a fixed group of people who have extensive permissions to these accounts.
What should you do?


A. Have Dynamics CRM automatically create access teams for each record, and then manually share the account with the appropriate team.

B. Create an access team template, and add to the account form a sub-grid that references the access team template.

C. Manually create an access team record, and assign the account to the access team.

D. Create an owner team, and assign the accounts to the owner team.

 

Examquestions 121-135 / 150 Certifications: MB2-712 & MB2-713

Question 121

  • A
  • B
  • C
  • D

Your organization uses the Manager hierarchy security model in Microsoft Dynamics CRM. 
You need to grant a sales manager access to records owned or shared with a salesperson. 
Which two conditions must be met? Each correct answer presents part of the solution. Choose two.


A. The manager has the Sales Manager security role.

B. The salesperson has the Salesperson security role.

C. The manager has user level read access to the entity.

D. The salesperson directly reports to the sales manager.

Question 122

  • A
  • B
  • C
  • D
  • E

An organization wants to use Multi-Entity Quick Search.
Which three entities can be used for Multi-Entity Quick Search? Each correct answer presents a complete solution. Choose three.


A. Leads

B. Custom entities

C. Accounts

D. Contacts

E. Orders

Question 123

  • A
  • B
  • C
  • D

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.

Question 124

  • A
  • B
  • C
  • D
  • E

You create a custom entity named Ocean. It has the plural name of Oceans.
What are three system views for this custom entity? Each correct answer presents a complete solution. Choose three.


A. Ocean Lookup View

B. Ocean Advanced Find View

C. Ocean Associated View

D. My inactive Oceans

E. My active Oceans

Question 125

  • A
  • B
  • C
  • D

A System View's email address is truncated. You need to resolve this issue by editing the view. 
What should you do?


A. Select Configure Columns. In the columns list change Increase the Width of the Email Address field.

B. Remove the Email Address field. Use Add Columns to add the column back to the view. Enter the column width at the prompt,

C. Select the Email Address field. Click and drag the right edge of the column to resize it to the desired width.

D. Select the Email Address field. Click Change Properties, and select a new width for the column.

Question 126

  • A
  • B
  • C
  • D

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

Question 127

  • A
  • B
  • C
  • D

You create an entity named Achievement.
Which two properties can you change after the entity is created and saved? Each correct answer presents a complete solution. Choose two.


A. Display Name

B. Entity Ownership

C. Define as an activity entity

D. Auditing

Question 127a

  • A
  • B
  • C
  • D
  • E

You are updating custom entities in Microsoft Dynamics CRM.
Which three custom entity options can be disabled after they have been enabled? Each correct answer presents a complete solution. Choose three.


A. Mail Merge

B. Connections

C. Document Management

D. Queues

E. Access Teams

Question 128

  • A
  • B
  • C
  • D

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

Question 129

  • A
  • B
  • C
  • D

You create two entities, Event and Booking, in Microsoft Dynamics CRM.
The Booking entity references the Event entity with an Event lookup attribute in the Booking entity. This Event lookup attribute is used on the Booking form as lookup control.
You want to delete the Event entity.
What should you do first?


A. Delete the Event entity; all references are deleted automatically.

B. Remove the lookup attribute in the Booking entity.

C. Remove the lookup control on the Booking form.

D. Remove the relationship between Event and Booking.

Question 130

  • A
  • B
  • C
  • D

You create a custom entity named Event in Microsoft Dynamics CRM for your customer.
Your customer has specific requirements regarding naming conventions.
Which information is always part of the Schema Name of a custom entity?


A .Solution Publisher Prefix

B .Primary Field Name

C .Display Name

D .Description

Question 131

  • A
  • B
  • C
  • D

You need to convert a personal chart to a system chart in Microsoft Dynamics CRM? 
What should you do?


A. Export the chart from the chart pane, and import it into the entity customization chart area.

B. Create a solution that includes the personal chart and import the solution to create the system chart.

C. Go to the entity customization, and recreate the chart as a system chart.

D. Share the chart with all other Dynamics CRM users to convert it to a system chart.

Question 132

  • A
  • B
  • C
  • D

You create a personal dashboard and want to make it available to a group of other Microsoft Dynamics CRM users. 
What are two possible ways to achieve this goal? Each correct answer presents a complete solution. Choose two.


A. Share the dashboard with each of the users.

B. Give the users a common security role, and grant the security role permission to the dashboard.

C. Add the dashboard to a solution, and import it as a system dashboard.

D. Save a copy of the dashboard, and assign the dashboard to a team that contains the users.

Question 133

  • A
  • B
  • C
  • D
  • E

You are consulting for a company that needs a new system chart for their Account entity.
Which three locations in Microsoft Dynamics CRM can this chart be consumed? Each correct answer presents part of the solution. Choose three.

A. In the navigation pane

B. In the ribbon bar

C. In a dashboard

D. In the chart pane alongside a view

E. In a main form

Question 134

  • A
  • B
  • C
  • D

You create a new business process flow on the account entity for your inside sales team. The business process flow has four stages. The first stage contains three fields from the account entity. All of these fields are required in the business process flow, and one field is read-only because of field security.
A salesperson reports that no one can move past the first stage.
You need to resolve this issue.
What should you do?


A. Create a security role that grants the inside sales team the ability to read and update the account entity.

B. Create a field security profile for the inside sales team that grants them the ability to read all of the fields in the first stage.

C. Create a field security profile for the inside sales team that grants them the ability to update the read-only field in the first stage.

D. Modify the existing inside sales team's security role and mark the Activate Business Process Flows Miscellaneous Privilege.

Examquestions 135-150 / 150 Certifications: MB2-712 & MB2-713

Question 135

  • A
  • B
  • C
  • D

On the Account record in Microsoft Dynamics CRM, you create business rules that update the Credit Limit based on the Relationship Type option set.
After which two user actions do these business rules apply? Each correct answer presents a complete solution. Choose two.


A. Saving an Account

B. Changing a Relationship Type on an existing Account

C. Adding a Relationship Type to a new Account

D. Deleting an Accoun

Question 136

  • A
  • B
  • C
  • D

You need to create a custom calculated numeric field that has five digits after the decimal point.
Which field type should you use?


A. Decimal number

B. Floating point number

C. Whole number

D. Currency

Question 137

  • A
  • B
  • C
  • D

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

Question 138

  • A
  • B
  • C
  • D

You need to configure Microsoft Dynamics CRM so that the sales personnel at your company must fill in the Estimated Revenue field on the Opportunity form.
What should you do?


A. Modify the Field Type to Simple.

B. Modify the Field Requirement to Business Required.

C. Modify the Data Type to Currency.

D. Modify the IME Mode to Disabled

Question 139

  • A
  • B
  • C
  • D

You are adding a calculated field to the account entity.
Which two fields can you include in the field calculation? Each correct answer presents part of the solution. Choose two.


A. Fields on a related quote

B. Fields on the account

C. Fields on a related opportunity

D. Fields on the related parent account

Question 140

  • A
  • B
  • C
  • D

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.

Question 141

  • A
  • B
  • C
  • D

You need to grant a third party the appropriate rights to create new entities and system charts within Microsoft Dynamics CRM. 
Which two standard security roles should you use? Each correct answer presents part of the solution. Choose two.


A. CEO-Business Manager

B. System Administrator

C. Deployment Administrator

D. System Customize

Question 142

  • A
  • B
  • C
  • D

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.

Question 143

  • A
  • B
  • C
  • D

Your customer needs a customization of Microsoft Dynamics CRM to include a venue. 
The venue must meet the following requirements: Contain only basic information Show a relationship with accounts that represent sponsors Show multiple relationships to contacts who are performers Show an aggregate of the number of attendees
What should you do?


A. Create a new venue view.

B. Create a new venue entity.

C. Create a new venue connection role.

D. Rename the contact entity to venue.

Question 144

  • A
  • B
  • C
  • D

You import a managed solution that modifies the account entity. You then import an unmanaged solution that also modifies the account entity.
What is true about this scenario?

A.The modifications from the unmanaged solution will overwrite the modifications from the managed solution.

B.The modifications from both the managed solution and the unmanaged solution will be merged together.

C.The modifications from the unmanaged solution will not appear,

D.The modifications from the managed solution will not appear.

Question 145

  • A
  • B
  • C
  • D

You are deploying Dynamics CRM 2015.  You configure the following settings: • Server Profile • Incoming Email • Outgoing Email Users will not use Microsoft Dynamics CRM for Outlook. You need to identify a method to implement synchronization for appointments, contacts, and tasks. What should you use?

A. Forward Mailbox

B. Smart Matching

C. Server-Side Synchronization

D. Email Router 

Question 146

  • A
  • B
  • C
  • D

You recently upgraded a deployment of Dynamics CRM to Dynamics CRM 2015.  All client computers have the following configurations:

  1. • Windows 7
  2. • Internet Explorer 10
  3. • Microsoft Outlook 2007
  4. • Microsoft .NET Framework 3.5.1
  5. • Microsoft Dynamics CRM 2013 for Outlook

You need to upgrade all of the Microsoft Dynamics CRM for Outlook installations to Dynamics CRM 2015. What should you upgrade before you install Microsoft Dynamics CRM 2015 for Outlook?

A. Windows 7

B. Outlook 2007

C. Internet Explorer 10

D. .NET Framework 3.5.1

Question 147

  • A
  • B
  • C
  • D

You have a deployment of Dynamics CRM 2015 that has 50 users. A user named User1 has Microsoft Dynamics CRM 2015 for Outlook installed. User1 plans to manage another Dynamics CRM 2015 organization from Microsoft Outlook. You need to add the second organization to Outlook. What should you do?

A. Run the Microsoft Dynamics CRM 2015 for Outlook Configuration Wizard.

B. Add a Connected Service to the Office Account of User1.

C. Modify the URL of the Discovery Web Service server role.

D. Reinstall Microsoft Dynamics CRM for Outlook. 

Question 148

  • A
  • B
  • C
  • D
  • E

You plan to deploy Dynamics CRM 2015 for a customer. The customer requires that the Email Router component be used. You need to identify to the customer which email solutions are supported by the Email Router. Which three email solutions should you identity? Each correct answer presents part of the solution.

A. Internet Message Access Protocol (IMAP)

B. Exchange ActiveSync

C. A Simple Mail Transfer Protocol (SMTP) server for outgoing email

D. Microsoft Exchange Online

E. A Post Office Protocol 3 (POP3) server for incoming email 

Question 149

  • A
  • B
  • C
  • D

You are using the Dynamics CRM 2013 Email Router to transfer email to a Dynamics CRM 2015 server. Users report that email is tracked, but tasks, appointments, and contacts are not tracked. You need to ensure that the tasks, appointments, and contacts are tracked. What should you do?

A. Modify the file system permissions for the users.

B. Deploy Microsoft Dynamics CRM 2015 for Outlook.

C. Upgrade the Email Router.

D. Modify the configuration of the Email Router.