MB2-631 - Microsoft Dynamics CRM 4.0 Customization and Configuration
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You work for a company who uses Microsoft Dynamics CRM 4.0. You have been asked to customize the Microsoft Dynamics CRM 4.0 user interface, and have received a request to have custom icons for the account entity, and a custom entity called project. No other customizations are required. Users in your company use both the web and Outlook clients for CRM. How many icon files should you ask your company graphic designer to create?
A number of users from the sales and service Business Units need identical access to several Contracts. The sales and service Business Units are both direct children of the root Business Unit. You do not want to impact any of the users permissions on other entities. What is the most effective way to achieve this?
Create one team and add the selected users from both business units to the team. Share the Contracts with this team.
"The organization has requested that you set up tabs for the following items on the account entity in this order: General, Profile, Administration, Marketing, Accounting, Infrastructure, Shipping Information, Office Directions, and Mailing Lists. What is wrong with this plan?"
This exceeds the limit on the number of tabs allowed by Microsoft Dynamics CRM.
When creating an N:N relationship in Microsoft Dynamics CRM 4.0, what properties of the relationship do you have to specify for both entities in the relationship?
Your Microsoft Dynamics CRM 4.0 organization has been set up with a default currency of United Kingdom Pounds (GBP). In your personal preferences you have specified a default currency of Euros (EUR). One of the Accounts in CRM, abrikam Inc. has a currency of US Dollars (USD). From the Sales area you select ew Quote and then add Fabrikam Inc. as the potential customer. What currency will be set on the new Quote?
Several colleagues have been amending Organizational Settings. At 10.00, Sylveste set the suffix length for Cases to 5. At 10.30, Paul set the prefix for Cases to INC. At 11.00, Chris set the prefix for Tracking Tokens to TTS. At 11.30, David set the suffix length for Contracts to 6. After these changes, which of the following is a valid format for a Case number?
Which of the following can be done to a picklist (drop-down list) field in the field properties from the Form Customization window for an entity? Choose the 3 that apply.
Change or hide the label for the picklist appearing on the form.
Enter script to support the OnChange event
Move the field to another tab and section on the same form
You are responsible for customizing your company's Microsoft Dynamics CRM 4.0 implementation. You have already added a custom field, nternal Order Number to the Order entity, and displayed it on the Order form. Users have asked that the nternal Order Number field should be immediately visible when viewing the list of Orders for a given Account via the navigation item on the Account form. How can you do this?
Navigate to the Views area of the Order Customization window. Edit the Associated View, and add the nternal Order Number field as a column.
What is the maximum number of tabs allowed on a Form in Microsoft Dynamics CRM 4.0?
You are responsible for securing access to data in your company. The Microsoft Dynamics CRM Dynamics 4.0 implementation consists of four business units; the root and three children, named East, West and Central. All account managers belong to one of the child business units, and all have been assigned the Salesperson security role, which gives each account manager sufficient rights to create and delete their own accounts. Of these account managers, several are known as senior account managers. They have been given additional responsibilities, and need to be able to delete accounts created by any account manager in the organization. How should you grant the senior account managers the correct level of permission, without affecting the permissions of other account managers, and with the minimum of effort.
Create a new security role called Senior Account Manager in the root business unit. Assign the new privileges to this role, and add each senior account manager to the Senior Account Manager role in the root business unit.
You have been asked to create a new 1:N relationship between the Contact and Opportunity entities, in which the Opportunity is the primary entity. What attribute(s) will be created as a result of creating the relationship?
An attribute of type lookup on the Contact entity.
You have recently taken over responsibility for customizing your company Microsoft Dynamics CRM 4.0 implementation, and have been asked to rename two entity (supplier). What task do you need to perform on the lead entity, which is not needed for the supplier entity? Page 10 of 15 Customization & Configuration in MS Dynamics CRM 4 Microsoft 0
Change the text in the messages associated with the entity.
You work for a company where Microsoft Dynamics CRM 4.0 has been installed and customized with the English language. In addition, you have installed the Spanish language pack on the server. You have installed and enabled the Spanish language option in your Microsoft Dynamics CRM 4.0 Client for Office Outlook with offline access. When you open the Microsoft Dynamics CRM 4.0 Client for Office Outlook with offline access, what areas of the application are affected? Page 4 of 15 Customization & Configuration in MS Dynamics CRM 4 Microsoft 0 Choose the 2 that apply.
Microsoft Office Outlook Folders specific to Microsoft Dynamics CRM.
Offline Synchronization user interface.
You are an administrator for a company which has approximately 1000 CRM users. You employ four groups of contract staff, who work for different parts of your business. Each group consists of ten users who need access to the CRM system for one week each month. The users should not be allowed access the rest of the month. How can you do this in the most efficient way?
Create a new child Business Unit for each group of contract staff, and add the appropriate group of ten users to each Business Unit. Enable the appropriate Business Unit when the users need access, and disable the
You have been asked to add a custom attribute to the contact entity that will be used to store information about the contact hobbies in plain text. Due to the quantity of data that users may want to enter it must be possible for multiple lines of text to be entered into this attribute. What settings for an attribute can support a textbox with multiple lines? Choose the 2 that apply.
An attribute of type text
An attribute of type varchar with format extArea
You have been asked to add 200 users to Microsoft Dynamics CRM 4.0. Each user has an Active Directory account, and all accounts are in the same Active Directory domain. Each user should be added to one of the three Business Units defined within CRM, and one of the four Security roles that are in use within CRM. Some users should have the Full license, and others the Read Only license. What is the quickest way to add the users to CRM?
Use the Add Users Wizard to add users. Run the Add Users Wizard once for each combination of Security Role, Business Unit and CRM license.
You have been asked to customize a Microsoft Dynamics CRM 4.0 implementation in which the following relationships have been created: A 1:N relationship between a custom entity, Supplier, and the Contact entity, in which the Supplier is the primary entity. A N:N relationship between a custom entity, Supplier, and the Account entity In which of the following scenarios can attribute mapping apply?
Mapping a field from the Supplier entity to the Contact entity.
You have created a custom entity called "Reseller". You configured the Reseller entity to appear in the Sales area. You created a relationship between Reseller and Account where Reseller is the primary entity. Users are reporting that they can create new Accounts from the Reseller entity, but they cannot associate existing Accounts with a Reseller. What is the most likely cause of the problem?
You did not add the Account relationship attribute to the Reseller form and publish the Reseller entity after creating the relationship.
You have a relationship between Account and a custom entity where the custom entity is the primary entity. A lookup field on the Account form allows the account to be associated with the custom entity. What steps must be performed to delete the relationship between these entities?
Remove the lookup field from the Account entity form, publish the Account entity, and delete the relationship.
You are responsible for managing users within your company's Microsoft Dynamics CRM 4.0 implementation. The implementation contains Business Units, astern Region and estern Region both of which have the same parent Business Unit, hannel Sales & Marketing One user has left the Eastern Region and now works for the Western Region. He needs the equivalent access to records in the Western Region that he formerly had in the Eastern Region. The user is a member of the sales Team Leader security role, which was created in the hannel Sales & Marketing Business Unit. How should you do this?
Change the user Business Unit to Western Region. Add the user to the Sales Team Leader role in the Western Region.
You have been asked to create a new N:N relationship between the Contact and Opportunity entities. What will be created as a result of creating the relationship?
A new relationship entity, with 2 attributes of type lookup.
Which combination of Microsoft Dynamics CRM security privileges allows a user to attach a Note to an Account? Select the best answer.
Append privilege on the Note. Append To privilege on the Account.
You are implementing Microsoft Dynamics CRM at an organization that wants to use an image file as an icon for a custom entity. How do you do this?
Use the Microsoft Dynamics CRM Customization Area to upload an icon for the Web and Outlook Clients.
You have been asked to create a custom entity to store information about projects. A business requirement for the new custom entity is that some users will only be allowed to delete the projects that they own. How should you create and configure the custom entity?
Create the custom entity with an Ownership Type of ser Owned Page 9 of
In your organization, all users use the web client. You have created a new public view of Accounts in Microsoft Dynamics CRM 4.0. However, users report they cannot see the new view. What should you do to resolve this?
Publish the changes to the Account entity.
You are the administrator of a Microsoft Dynamics CRM 4.0 implementation, in which Contacts are displayed in the format lastname, firstname. You have been asked to change this to firstname lastname. You change this format in the System Settings General tab. What effect will this have on the existing Contact records?
All existing Contact records will remain unchanged. New Contact records will display the new format.
You are responsible for customizing Microsoft Dynamics CRM 4.0 for your company. A custom 1:N relationship has been created between the Account entity and a custom entity called Project. The Project has a unique identifier called projectid. This relationship is maintained via an attribute on the Project entity called accountid, and the attribute is used by CRM users. Due to changing business requirements you have been asked to remove the relationship and the accountid attribute. What steps should you take to achieve this? Choose the 3 that apply.
Remove the accountid attribute from the Project form.
Publish the Project entity.
Delete the relationship.
You have been asked to customize Microsoft Dynamics CRM 4.0 to store a hierarchical structure of Project Tasks. Any Project Task can contain any number of child Project Tasks, and these child Project Tasks can contain further child Project Tasks, and so on. How can you create an appropriate structure within Microsoft Dynamics CRM 4.0?
Create a new custom entity, Project Task. Create a 1:N relationship in which the Project Task entity is both the Primary and the Related Entity.
You have created a new custom entity called System. You have been asked to ensure that the form assistant is available on the system form but not expanded. You navigate to customization and select the System entity. How do you set this?
Open the form and select Properties. On the Display tab, check nable form assistant
You are a Microsoft CRM Consultant and have been asked to advise a company on their Business Unit structure. When the company installed Microsoft Dynamics CRM 4.0 they named the root Business Unit adventure Work Cycle missing the from works The company has asked you how they can change this. What action do you take?
Uninstall and re-install Microsoft Dynamics CRM 4.0 using the correct spelling.
Which of the following best describes mapping fields between entities? Choose two. Choose the 2 that apply.
Mapping facilitates data entry when creating new records related to an existing record by prepopulating mapped fields with values from the source record.
Mapping does not apply to new records created outside the context of another record.
You are responsible for a Microsoft Dynamics CRM 4.0 implementation, which will contain 3 organizations. You have been asked by the SQL Server administrator what CRM-specific SQL Server databases will be required by this configuration, ignoring any databases used by Reporting Services. What should you reply?
Four databases. One configuration database for all server-wide data, and one database for each organization that will contain data specific to that organization.
You have been asked to create a custom entity to store information about promotional events within Dynamics CRM 4.0. Users of the system will need to be able to relate phonecall and email activities to a promotional event. How can you allow this?
When creating the entity, Check the activities check box.
Page 13 of 15 Customization & Configuration in MS Dynamics CRM 4 Microsoft 0 You are the IT manager for an organization which has been using Microsoft Dynamics CRM 4.0 for six months. All users use the Outlook client. The CEO has decided to create a second organization for a subsidiary company, and wants to be able to use CRM for both organizations. What action do you take to achieve this as efficiently as possible?
Create a user account for the CEO in the second organization which is associated with the CEO's Active Directory account. Instruct the CEO to use the web client for the second organization.
The General tab of the Account form contains the following fields: alias Name and rating The lias Name field has a requirement level of usiness Required. The Rating field has a requirement level of o Constraint You have been asked to move these two fields onto a new tab called Ratings. How would you do this as efficiently as possible?
In the Form Editor, add a new tab and a new section. Edit the two fields, and change their location to this new tab and section.
Your organization manages properties leased by companies. You created a custom entity called "Property" with a relationship to the Account entity, where the Account entity is the primary entity. You set the type of behavior to Referential, Restrict Delete. Which of the following is true?
Accounts leasing a property cannot be deleted.
There is a 1:N relationship between the Account and a custom entity project in which the Account entity is the Primary entity. The relationship attribute is called ew_accountid You have been asked to ensure that an Account cannot be deleted if it has any related Projects.
Set the cascading behavior for the relationship to eferential, Restrict Delete
Page 11 of 15 Customization & Configuration in MS Dynamics CRM 4 Microsoft 0 You have been asked to configure the 1:N relationship between the account and incident entities. The requirement is that, when the account is reassigned to another user, active incidents will also be assigned to the new user, but closed incidents will retain the original owner. How can you do this?
Set the cascading behavior to configurable Cascading Set the cascading rule for Assign to cascade Active
You are responsible for customizing a Microsoft Dynamics CRM 4.0 implementation for a multi national company. This company has one Microsoft Dynamics CRM 4.0 organization, which was installed with a base language of English. You have been asked to ensure that each CRM user is able to see picklist values for both system and custom attributes in their preferred language, which could be either English or Italian. None of the system picklist labels have been changed. What steps should you take to achieve this? Choose the 2 that apply.
Install the Italian language pack.
For the custom picklist attributes: publish all relevant entities, export the picklist labels for translation, add the translation labels for Italian, import the new labels and publish all relevant entities again.
You are the implementation consultant at Fabrikam Inc. Fabrikam initially bought 20 user licenses for Microsoft Dynamics CRM Dynamics 4.0, which are all in use. What will happen if you attempt to add a new user to Microsoft Dynamics CRM?
The new user account will be created, but it will be disabled.
You are the IT manager for a company which hosts Microsoft Dynamics CRM. You have taken on a new employee who will assist with recording license information and managing the deployments that your company hosts, but will not be doing other tasks related to CRM. You want to give them the minimum rights. What role should the new employee be given? Page 14 of 15 Customization & Configuration in MS Dynamics CRM 4 Microsoft 0
You are a System Administrator who has been asked to create a new view of all the Accounts that have a Relationship Type of supplier and are active. This view should be created in Microsoft Dynamics CRM 4.0 for everyone to use. How could you do this? (Each correct answer presents a complete solution. Choose the 2 that apply.)
Use Advanced Find to create new Account view with the appropriate filter and columns. Save the view, and share read permission to all users.
Navigate to the Account Customization window. Under Forms and Views, add and save a new view with the appropriate filter and columns. Publish the Account entity.
You have been asked to set the access level for sales users to a custom entity called Project that is user owned. The requirement is for the sales users to be able to view Projects within their Page 3 of 15 Customization & Configuration in MS Dynamics CRM 4 Microsoft 0 business unit and only create new Projects for themselves. You copy the Salesperson role and make a change to it ready to assign to sales users. What security settings should be set on the Project entity?
Read privilege with access level set to Business Unit. Create privilege with access level set to User.
You are the leader of the team responsible for customizing Microsoft Dynamics CRM 4.0 for your organization, and asked one of your team to rename the account entity from Account to Company. You were told that this had been completed. Some users of Microsoft Dynamics CRM 4.0 report that the change has occurred successfully, but other users tell you that the navigation area in Microsoft Dynamics CRM 4.0 still shows Accounts. All users access Microsoft Dynamics CRM 4.0 via the web application. What should you do to resolve the problem?
Ask all users to refresh the browser window.
Which of the following types of relationship cannot be created in Microsoft Dynamics CRM 4.0?
A 1:N relationship between the Customer composite entity and a custom entity.
You have been asked to create a relationship between the Contact entity, and a custom entity, Interest. A Contact can have zero, one or many Interests, but every Interest has to be linked to a Contact. How can you achieve this ?
Create a 1:N relationship between the Contact and Interest entities, with Contact as the primary entity. Set the requirement level of the relationship attribute to Business Required. Page 12 of
Several currencies are in use in Microsoft Dynamics CRM 4.0, and the base currency is US Dollars. You update the exchange rates daily using an imported CSV file. Which of the following actions will cause the new exchange rates to be used on an Opportunity record? Page 2 of 15 Customization & Configuration in MS Dynamics CRM 4 Microsoft 0 Choose the 2 that apply.
Changing the status of an Opportunity record.
Updating a financial field on an Opportunity record.
Your company data storage requirements for Dynamics CRM have changed, and you have been tasked with removing a previously-created custom attribute from the account entity. This attribute is currently used on the published account form. What steps will you need to take to completely remove the attribute from Dynamics CRM such that it no longer takes up any space in the Dynamics CRM database? Choose the 3 that apply.
Remove the attribute from the account form.
Publish the account entity.
Delete the attribute from the account entity.
You are the IT administrator for your organization, which translates written material into multiple languages. Your staff use the web client, and want to use CRM in their own languages, and all available language packs have been installed on the CRM server. You want the Translations Manager to be able to choose which languages are available to the users. What steps should you take? Choose the 2 that apply. Page 1 of 15 Customization & Configuration in MS Dynamics CRM 4 Microsoft 0
Give the Translations Manager a security role that has Organizational access level to 'Language settings'.
Tell the Translations Manager how to enable and disable language packs.
You work for a company that has two Microsoft Dynamics CRM 4.0 organizations that are currently implemented on two separate servers, CRMA and CRMB. The server CRMA is installed in Active Directory domain DOMA, and server CRMB is in domain DOMB. Both domains are in the same Active Directory forest. Both servers perform all CRM server roles, including SQL Server. The organization on CRMA is used by users with Active Directory accounts in the DOMA domain, and the organization on CRMB is used by users with Active Directory accounts in the DOMB domain The company has decided to make use of the multi tenancy feature of Microsoft Dynamics CRM 4.0 to host both organizations on the one CRM server, CRMA. Each organization will retain the same set of Active Directory users and logins that it had prior to the move. What steps should be taken to achieve this?
Move the MSCRM database from CRMB to CRMA, using SQL Server tools. On server CRMA, run the Import Organization Wizard and select the eep existing user mappings option.