MB2-712 - Microsoft Dynamics CRM 2016 Customisation and Configuration


Question 1

You are configuring a sales process in Microsoft Dynamics CRM. The sales process needs to have an additional stage if the probability field value is greater than 50%. Which three actions should you perform? Each correct answer presents part of the solution.Choose three.
✅ Add a branch rule to define the condition that should display the high probability stage.
✅ Add a stage to the branch for the high probability opportunity condition.
✅ Create a business process flow for your sales process.
⬜ Create a business rule to conditionally switch between business process flows if the probability is greater than 50%.
⬜ Create a second business process flow for the high probability opportunities.

Question 2

You are configuring a sales process in Microsoft Dynamics CRM. The sales process needs to have an additional stage if the probability field value is greater than 50%. Which three actions should you perform? Each correct answer presents part of the solution.Choose three.
✅ Add a branch rule to define the condition that should display the high probability stage.
✅ Add a stage to the branch for the high probability opportunity condition.
✅ Create a business process flow for your sales process.
⬜ Create a business rule to conditionally switch between business process flows if the probability is greater than 50%.
⬜ Create a second business process flow for the high probability opportunities.

Question 3

You are developing a Microsoft Dynamics CRM solution for a company. Your solution utilizes an HTML Web Resource on the Account form. Company employees use Microsoft Dynamics CRM Mobile client for iPad, Android, and Windows. How will this environment affect the user experience?
✅ The users will not be able to view the Web Resource and will need to use the desktop client instead.
⬜ The users can view the Web Resource, as long as it is within one of the first five tabs of the default form.
⬜ The users will have to download and install an update rollup in order to view the Web Resource.
⬜ The users will not be able to use the Web Resource until their security role is updated with ISV Customizations privileges.

Question 4

You create a business rule that has a Set business required action for a field. The action has a Status of Business Required when a condition is met. Users report that when they change the value so that the condition is false, the field is still required. You need to ensure that the field is required only if the condition is true. What should you do?
✅ Create an Else statement that has no conditions and a Set Default action to reset the field to Not Business Required.
⬜ Use a business rule formula to set the required level of the field.
⬜ Change the scope of the business rule to All Forms.
⬜ Create an Else statement that has no conditions and a Set business required action. Configure the action to have a Status to Not Business Required.

Question 5

In a Dynamics CRM organization, you create a custom entity named Location. You need to create a hierarchal set of location records. What should you do?
⬜ Create a many-to-many (N:N) relationship between two different entities and set Hierarchical to Yes for the relationship definition.
⬜ Create a many-to-many (N:N) relationship between the same entity and set Hierarchical to Yes for the relationship definition.
✅ Create a one-to-many (1:N) relationship between the same entity and set Hierarchical to Yes for the relationship definition.
⬜ Create a one-to-many (1:N) relationship between two different entities and set Hierarchical to Yes for the relationship definition.

Question 6

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?
⬜ Branch the process flow.
✅ Configure security roles.
⬜ Edit the process scope.
⬜ Rename BPF2 to come before BPF1.
⬜ Edit the definition of Entity1.

Question 7

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?
⬜ User3
✅ User1
⬜ User2
⬜ User4

Question 8

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 workflow
⬜ A business process flow
⬜ A business rule
⬜ A dialog

Question 9

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?
⬜ Create a real-time workflow.
⬜ Add a duplicate detection rule to the data map.
⬜ Schedule a duplicate detection job.
✅ Apply a duplicate detection rule to the Import Data Wizard.

Question 10

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?
⬜ The display format in personal options
⬜ The Formats tab in System Settings
⬜ The default currency in personal options
✅ The Currencies settings in Business Management

Question 11

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?
✅ Delete the entity and recreate it.
⬜ Instruct the Microsoft Office 365 global administrator to use the web client to edit the entity properties.
⬜ Use the web client to edit the entity properties.
⬜ Use Microsoft SQL Server Management Studio to modify the entity properties.

Question 12

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 lookup field
✅ A business rule
⬜ Entity mapping
✅ A calculated field

Question 13

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?
⬜ 1
✅ 2
⬜ 3
⬜ 4

Question 14

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?
✅ Delete all of the items in the Marketing group.
⬜ Hide the Marketing group.
⬜ Minimize the Marketing group.
⬜ Delete the Marketing group.

Question 15

You work in a customer service organization. Sometimes, when a new record is created, a customer service representative must capture additional data. When this occurs, the representative must call the customer to capture the missing data. Each record may be missing different data. You need to identify which process type you must use to capture the data. What should you identify?
⬜ A real-time workflow
✅ A dialog
⬜ A custom action
⬜ A business rule

Question 16

On the contact entity, you are creating a business rule that has the Set visibility action. You need to identify which form elements you can control by using the Set visibility action. What should you identify?
⬜ The sub-grids and quick view forms only
⬜ The form fields, form sections, and form tabs only
✅ The form fields only
⬜ All of the form elements

Question 17

You have a Dynamics CRM organization. Users access CRM from the web and from mobile apps. You plan to add a new entity to the organization. You need to ensure that the users can see the entity records from the web and from the mobile apps. What should you do?
⬜ Activate the mobile express form.
⬜ Configure the mobile express form.
✅ Modify the entity definition.
⬜ Enable the users for offline access.

Question 18

You have a Dynamics CRM organization. Currently, when you create entities and fields, they have a prefix of new_. You need to ensure that when you create new entities and fields, they have a prefix of Contoso_. Which two actions should you perform? Each correct answer presents part of the solution.
⬜ Change the prefix in the System Settings to Contoso.
⬜ Edit the customization prefix field and change the display name to Contoso.
✅ Change the prefix of the publisher associated to the solution to Contoso.
✅ Create a new publisher that has a prefix of Contoso. Associate the new publisher to the exiting solution.

Question 19

You are adding a sub-grid to the Account form that displays data from a custom entity related to the account. You need to identify which items you can use to display the data. Which two items should you identify? Each correct answer presents a complete solution.
✅ A list
✅ A chart
⬜ A dashboard
⬜ An iFrame

Question 20

You modify the Account form to contain the contain the tabs configured and ordered as shown in the following table.

Tab Name Available on Phone Visible by default
General Yes Yes
Details Yes No
Address Info Yes Yes
Reseller Info Yes Yes
Vendor Info No No
Additional Info Yes Yes

You need to identify which tabs will be displayed by default on Dynamics CRM for tablets. Which tabs should you identify?
⬜ Only General. Address Info, and Reseller Info
✅ Only General, Address Info, Reseller Info, and Additional Info
⬜ Only General, Details, Address Info, Reseller Info, and Additional Info
⬜ Only General, Details. Address Info, and Reseller Info

Question 21

You have a Dynamics CRM development environment and a Dynamics CRM production environment. In both environments, your account is assigned the System Customizer security role. In the development environment, you create a custom solution that contains all of the project components deployed to the production environment. The custom solution contains an entity. In the development environment, you open the project solution that you intend to deploy to the production environment. You see the entity, but not the field.You need to ensure that you can modify the field in the development environment. What should you do?
⬜ Ask the system administrator to assign your user the System Administrator security role, and then modify the system field.
✅ In the project solution, add a field to the entity, and then make the modification.
⬜ In the default solution, make the modification.
⬜ Use the Add Sub Components action, add the field, and then make the modification

Question 22

You have the business units in a Dynamics CRM organization as shown in the following table.

Business Unit Name Parent Business Unit Name
Root None
Sales Root
Enterprise Sales Sales
Consumer Sales Enterprise Sales
Service Root

You create a new security role named New Employee that is being used by all of the business units. Users in the Consumer Sales business unit who are assigned the role report that they fail to update records that they should be able to update. You plan to update the security role so that the users can update the records. You need to identify in which business unit you must update the role. Which business unit should you identify?
⬜ Sales
✅ Root
⬜ Enterprise Sales
⬜ Service
⬜ Consumer Sales

Question 23

You have a Dynamics CRM organization. You need to tell a user which types of out- of - the box charts are available on a personal dashboard in CRM. Which two types of charts are available? Each correct answer presents a complete solution.
⬜ Tag
⬜ Scatter
✅ Pie
✅ Funnel
⬜ Doughnut

Question 24

You have a business rule that has a scope of AM Forms. You discover that the business rule does not execute on forms when users access the forms. You need to ensure that the business rule executes on the forms when accessed by the users. What should you do?
⬜ Assign the users permission to read the business rule.
⬜ Change the scope of the business rule from All Forms to Entity.
✅ Activate the business rule.
⬜ Enable the execution of the business rule from the System Settings.

Question 25

You need to limit a user’s ability to edit a specific field in a contact record. You enable field security on the field properties. What should you do next?
⬜ Create an access team template.
⬜ Enable hierarchical security.
⬜ Create a new security role.
✅ Create a field security profile.

Question 26

You need to identify the maximum number of stages that a business process flow can contain. What should you identify?
⬜ 5
⬜ 10
✅ 30
⬜ 100

Question 27

You have a Dynamics CRM organization. You need to ensure that sales users can access the organization by using the Microsoft Dynamics CRM Windows Store app. What should you do?
⬜ Modify the System Settings for the organization.
⬜ Assign the Delegate user role to the users.
⬜ Configure a server profile.
✅ Enable the CRM for mobile security privilege for a security role.

Question 28

Your company uses Dynamics CRM Online. You have an entity that has the ownership set to User or Team. You need to add a drop- down list to the entity.The drop-down list will contain six list items, and will trigger a workflow that has a custom activity. What should you do?
⬜ Use a real time workflow.
⬜ Use the trigger option from Microsoft SQL Server.
✅ Add an option set field to the entity.
⬜ Add a lookup field to the entity.

Question 29

You have a Dynamics CRM organization. You have a team named Team1.All of the members of Team1 have identical security roles. A user named User1 has a personal view to display the records owned by Team1. You need to ensure that all the members of Team1 can use the view. What should you do?
⬜ Instruct User1 to assign the personal view to the owner of Team1.
⬜ Instruct the owner of Team1 to configure the filter criteria.
✅ Instruct User1 to assign the personal view to Team1.
⬜ Instruct User1 to configure the filter criteria.

Question 30

You are modifying a Dynamics CRM form for a custom entity. You need to identify which parts of the CRM form users can use to modify data. Which two parts should you identify? Each correct answer presents a complete solution.
⬜ Navigation
⬜ Footer
✅ Header
✅ Body

Question 31

You receive leads that are generated from your company’s website. Once the leads are in Dynamics CRM, they must be assigned to a specific CRM user based on the city from which the lead came, and then moved to the queue of the user. You plan to create a workflow to manage the process. You need to identify which event should be used to trigger the workflow.
⬜ Record is assigned.
⬜ Record status changes.
✅ Record is created.
⬜ Record is deleted.

Question 32

You have a Dynamics CRM organization. You enable Manager Hierarchy security. You have the users shown in the following table.

User Name Manager
CEO Not applicable
Vice President CEO
Sales Manager Vice President
Sales User Sales Manager

You need to identify which actions the Vice President can perform. What should you identify?
⬜ Read and update the records owned by Sales Manager. Read and update the records owned by Sales User.
✅ Read and update the records owned by Sales Manager. Read the records owned by Sales User.
⬜ Read and update the records owned by Sales Manager. Read the records owned by CEO.
⬜ Read all of the records in the organization. Edit the records owned by Sates Manager.

Question 33

You have a Dynamics CRM organization that contains the business units and security roles shown in the following table.

Business Unit Name Security Role Name
Businessunit1 Salesperson
Businessunit1 Sales Manager
Businessunit1 Branch Manager
Businessunit2 Salesperson
Businessunit2 Sales Manager
Businessunit2 Location Manager

A user named User1 belongs to Businessunit1 and is assigned the Salesperson and the Branch Manager security roles. User1 is promoted and given a new job.The account of User1 is moved to Businessunit2. You need to identify which security roles were assigned to User1 after the user moved to Businessunit2. What should you identify?
⬜ Salesperson only
⬜ Salesperson and Sales Manager
✅ None
⬜ Salesperson and Location Manager

Question 34

You plan to create a field that will store email addresses. You need to ensure that a user can send an email message by clicking the email address in the new field. Which type of data should you use for the field?
⬜ Lookup
⬜ Two Options
✅ Single Line of Text
⬜ Option Set

Question 35

Your Dynamics CRM organization uses Dynamics CRM Online. You need to assign a license for a new user. What should you use?
✅ The Microsoft Office 365 admin center
⬜ The Microsoft Azure Service Bus settings
⬜ The Dynamics CRM settings
⬜ The Active Directory Users and Computers console

Question 36

You need to identify which types of data can be included in a business process flow. Which three types of data should you identify? Each correct answer presents a complete the solution.
⬜ Data from an attached Microsoft OneNote notebook
✅ Data from the primary entity
✅ Data from a related entity
✅ Data from an unrelated entity
⬜ Data from a Microsoft Office group

Question 37

You plan to create a country entity that contains one record for each country in the world. You need to track which countries a contact visited. No additional data will be tracked. Which type of relationship should you create?
✅ A many-to-many (N:N) relationship from the contact to the country
⬜ A one-to-many (1:N) relationship from the country to the contact
⬜ A many-to-many (N:N) relationship from the contact to the country that has a relationship behavior type of Parental
⬜ A one-to-many (1:N) relationship from the contact to the country

Question 38

You have a Dynamics CRM organization that contains a custom activity entity named TimeSheet. You have a user named User1 who uses Dynamics CRM for tablets apps. User1 can see the system activities in the app, but fails to see TimeSheet. You need to ensure that User1 can see TimeSheet. What should you do?
⬜ Enable TimeSheet for mobile.
⬜ Configure the activity pointer for mobile.
✅ Assign a security role to User1.
⬜ Configure the mobile express form for TimeSheet.

Question 39

You have a Dynamics CRM organization that contains two business units named Sales and Marketing. You need to create a team to which you can assign security roles and that can contain users from the Sales business unit. What are two possible ways to achieve the goal? Each correct answer presents a complete solution.
✅ Create an owner team that belongs to the Sales business unit.
⬜ Create an access team that belongs to the Sales business unit.
⬜ Create an access team that belongs to the root business unit.
✅ Create an owner team that belongs to the root business unit.

Question 40

You have a Dynamics CRM organization. You have a list of 23 public views for accounts, most of which are custom. Many of the most frequently used views appear near the bottom of the list. Users report that the current list order is inconvenient and time consuming because they must scroll through many unused views. You need to recommend changes to resolve the issue reported by the users. What should you recommend doing first?
⬜ Change the display order of the views.
✅ Deactivate the unused system views.
⬜ Set customizable to True.
⬜ Change the views to be private views.

Question 41

You are reviewing the security roles of a user. You discover that the user has multiple security roles. You need to identify the resulting privileges of the user.What should you identify?
⬜ The user only has privileges from the most recent security role to which the user was assigned.
⬜ All privileges are cumulative, unless one of the roles turns off a privilege, in which case that specific privilege is not applied to the user.
✅ All privileges are cumulative.
⬜ The user has the most restrictive level of privileges.

Question 42

You have a Dynamics CRM development environment and a Dynamics CRM production environment. You have a project solution in the development environment. You need to import the solution to the production environment as a managed solution. What should you do?
⬜ Change the options of the Import Solution dialog box to import the solution as managed.
⬜ Use the Package Deployer for Microsoft Dynamics CRM to import the unmanaged solution to CRM as managed.
⬜ Ask a developer to change the options of the import API so that CRM imports the unmanaged solution as managed.
✅ Export an unmanaged solution and select Managed for the package type. Import the exported solution to the production environment.

Question 43

You have a Dynamics CRM organization. Currently, users can view 50 records per page. You need to ensure that the users can view 250 records per page. What should you do?
✅ Instruct the users to configure their options.
⬜ Instruct the users to create custom views.
⬜ Instruct an administrator to configure the view set tings, and then to share a view.
⬜ Instruct the administrators to configure their options.

Question 44

You need to model a relationship between the account entity and the contact entity to track the advisory board members of accounts. You need to use connections to model the relationship between the account and contact entities. What should you do?
⬜ Create a one-to-many (1:N) relationship between the account and contact entities, and then use two connection roles to represent each side of the new 1:N relationship.
⬜ Create a connection entity, and then use two connection roles to represent each entity in the relationship.
✅ Use two connection roles to represent each side of the relationship.
⬜ Create a many-to many (N:N) relationship between the account and contact entities, and then use two connection roles to represent each side of the new N:N relationship.

Question 45

You have a custom entity that has an active business process flow. You no longer need the business process flow. You need to ensure that you can delete the business process flow. What should you do?
⬜ Modify the process options on the definition for the custom entity.
⬜ Change the primary entity of the business process flow.
✅ Deactivate the business process flow.
⬜ Delete all of the open records that use the business process flow.

Question 46

You are configuring a many-to-many (N:N) relationship. You are evaluating whether to use the native N: N relationship or the manual N: N design pattern. You need to identify the benefits of using the manual N: N design pattern instead of the native N: N relationship. Which two benefits should you identify? Each correct answer presents a complete solution.
⬜ Manual N:N requires fewer steps for the user to associate records.
✅ Manual N:N provides the ability to report on the intersect data.
✅ Manual N:N provides the ability to store fields that describe the relationship.
⬜ Manual N:N is easier to set up.

Question 47

You have a Dynamics CRM organization that contains the business units configured as shown in the following table.

Business Unit Name Parent
Default Not applicable
Businessunit1 Default
Businessunit2 Businessunit1
Businessunit3 Businessunit2
Businessunit4 Businessunit3

You configure Businessunit2 to have the Default business unit as a parent. You need to identify which business unit is now the parent of Businessunit4. Which business unit should you identify?
⬜ Default
⬜ Businessunit2
✅ Businessunit3
⬜ Businessunit1

Question 48

You have a Dynamics CRM organization that contains two business units named Sales and Marketing. You need to create a team to which you can assign security roles and that can contain users from the Sales business unit. What are two possible ways to achieve the goal? Each correct answer presents a complete solution.
✅ Create an owner team that belongs to the Sales business unit.
⬜ Create an access team that belongs to the Sales business unit.
⬜ Create an access team that belongs to the root business unit.
✅ Create an owner team that belongs to the root business unit.

Question 49

You have a Dynamics CRM organization. Users access CRM from the web and from mobile apps. You plan to add a new entity to the organization. You need to ensure that the users can see the entity records from the web and from the mobile apps. What should you do?
✅ Activate the mobile express form.
⬜ Configure the mobile express form.
⬜ Modify the entity definition.
⬜ Enable the users for offline access.

Question 50

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.
✅ Ocean Lookup View
✅ Ocean Advanced Find View
✅ Ocean Associated View
⬜ My inactive Oceans
⬜ My active Oceans

Question 51

You configure a new entity in a Dynamics CRM organization. You create fields, forms, and views for the new entity. You can view the new entity records as expected in the user interface. Users report that they fail to view the entity records. You need to ensure that the users can view the entity records. What should you do?
⬜ Publish the changes.
✅ Add permissions to the security roles of the users.
⬜ Add the entity to a custom solution.
⬜ Configure the relationships.

Question 52

You have a custom entity. You need to add a date field that displays the date a user was hired. You must ensure that the value in the field remains the same, regardless of the time zone in which the field is viewed. What are two possible ways to configure the field? Each correct answer presents a complete solution.
⬜ Set the Behavior to User Local.
✅ Set the Format to Date Only.
✅ Set the Behavior to Time-Zone Independent.
⬜ Set the Behavior to Date Only.

Question 53

You import a managed solution that contains a custom entity named Loan. Loan is enabled for customization. You need to add a new field to the Loan entity. What are two possible ways to achieve the goal? Each correct answer presents a complete solution.
⬜ Open the imported solution, locate the Loan entity, and then add the new field.
✅ Create a new solution, add the existing Loan entity, and then add the new field.
⬜ Modify the Managed Properties of the Loan entity in the imported solution.
✅ Open the default solution, locate the Loan entity, and then add the new field.

Question 54

You have a Dynamics CRM organization. You set an option that contains the values configured as shown in the following table.

Label Value Date Modified
One 002 1/6/2015
Two 001 1/5/2015
Three 003 1/8/2015
Four 004 1/7/2015

What is the default sort order of the labels?
✅ Four, One, Three, Two
⬜ Two, One, Three, Four
⬜ One, Two, Three, Four
⬜ Two, One, Four, Three