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You have a Dynamics CRM organization. The organization does not use CRM for marketing. You need to prevent Marketing from displaying on the Account form navigation. What should you do?
A. Delete all of the items in the Marketing group.
B. Hide the Marketing group.
C. Minimize the Marketing group.
D. Delete the Marketing group.
You are creating a business rule for the account records. The business rule will perform an action if the record has Country set to the United States and City set to either Redmond or San Francisco. You need to identify the minimum number of condition sets required to implement this logic. What should you identify?
You have a custom entity named Event Registration. Event Registration has a relationship with the contact entity. You plan to add a field named Contact Phone to Event Registration. You need to ensure that when a contact is added to an Event Registration record, the phone number of the contact is displayed in the Contact Phone field of the record. If the contact changes, the Contact Phone field must display the new phone number of the contact. What should you use?
A. a lookup field
B. a business rule
C. entity mapping
D. a calculated field
You have a Dynamics CRM Online organization. You create an entity named Score to track a player’s scores in a game. The ownership of the entity is set to Organization. You need to change the ownership to User or Team. The solution must minimize administrative effort. What should you do?
A. Delete the entity and recreate it.
B. Instruct the Microsoft Office 365 global administrator to use the web client to edit the entity properties.
C. Use the web client to edit the entity properties.
D. Use Microsoft SQL Server Management Studio to modify the entity properties.
For user-owned or team-owned entities, but for entities owned by Organization, you assign a record to a new owner.
You have a Dynamics CRM organization. You add a new currency field named Revenue Potential to the account entity. On a record, you discover that the Revenue Potential field is displayed as 95.66. Other records also display the Revenue Potential field in this format. You need the Revenue Potential field to be displayed as nn.nnn. What should you configure?
A. the display format in personal options
B. the Formats tab in System Settings
C. the default currency in personal options
D. the Currencies settings in Business Management
You can customize how numbers, currencies, times, and dates appear to everyone in your organization.
You have a user who must import a file every Monday. The file contains contacts from events the user attended during the weekend. The events are scheduled every weekend for the next 18 months. You need to prevent duplicate contacts from being created when the user Imports the contacts. What should you do?
A. Create a real-time workflow.
B. Add a duplicate detection rule to the data map.
C. Schedule a duplicate detection job.
D. Apply a duplicate detection rule to the Import Data Wizard.
To detect duplicates in the system, create a duplicate detection rule for a specific entity type. A duplicate detection rule is represented by the duplicate rule entity. You can enable duplicate detection for specific operations, such as for importing bulk data.
You need to implement a process. The process must perform the following:
– Run when a new account is created.
– Make changes to the account as the user who created the account.
– Send an email message to the account as the owner of the account. This may be a different user than the user who created the account.
Which process type should you use?
A. a workflow
B. a business process flow
C. a business rule
D. a dialog
Workflow. Use this process to model and automate real world business processes. These processes can be configured to run in the background or in real time and can optionally require user input. Workflow processes can start automatically based on specified conditions or can be started manually by a user.
Not B: Business process flow. Use this process to create a visualization of the business process flow. Users are guided through various stages of the sales or customer service processes. At each stage, you complete specific steps and then move to the next stage. You can customize the process flow by adding or removing steps, changing the order of the stages, or adding new entities to the process flow.
Not C: A business rule is not a process type.
Not D: Dialog. Use this process to create an interactive step-by-step data entry form that requires user input to start and run to completion. When you start the dialog process, a wizard-like interface is presented so you can make appropriate selections or enter data as you progress through each page of the wizard.
A user named User1 is the owner of a background workflow that makes changes to an account after the Credit Limit field of the account is modified. A user named User2 adds a new account and saves the record. A user named User3 edits the record and changes the street address of the account. A user named User4 edits the record and adds a parent account. User2 changes the value in the Credit Limit field and assigns the account to User4. You need to identify which name will be displayed in the Last Modified By Field on the account record. Which name should you identify?
You have a custom entity named Entity1 that has three activated business process flows named BPF1, BPF2, and BPF3. You need to ensure that BPF2 in visible only to customer service representatives from the web client. What should you do?
A. Branch the process flow.
B. Configure security roles.
C. Edit the process scope.
D. Rename BPF2 to come before BPF1.
E. Edit the definition of Entity1.
People will only be able to use business process flows that are associated with security roles assigned to their user account. By default, only the System Administrator and System Customizer security roles can view a new business process flow.
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