MB2-703 - Microsoft Dynamics CRM 2013 Customization and Configuration
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Example Questions
You are creating two main forms named Conference Lead and Web Lead on the Lead entity. You need to make the Conference Lead form available to members of the Event Team and the Web Lead form available to members of the Web Team. What should you do?
Assign security roles to each Team and enable the appropriate security roles for each form.
The Product entity currently displays one product image. How many ADDITIONAL image fields can you create in the Product entity?
0
What is the maximum number of sort levels that can be set on a view?
2
A custom entity is no longer required.What should you do before deleting the entity?
Check whether the entity has any dependencies.
Which elements CANNOT be included in a system dashboard?
Personal charts
What privilege must a user have to see the audit history of an individual record?
View Audit History
Which chart design element can you change by using the Chart Designer tools?
The fields by which data is grouped into categories
Which statement about business rules is true?
Business rules can be configured for all forms of an entity.
You need to create a system chart by using a field from a parent entity.What should you do first?
Create a system view that has the relevant parent entity field as a column.
Which privileges are required to add a note to a case?
Append Note and Append To Case
Which action can you perform with a Lookup view?
Customize the Lookup view.
Which components can you add to a Solution?
Jpg Web Resources
Which action can you perform by using a Microsoft Dynamics CRM Solution?
Move customizations from one database to another database.
Which two types of views can be deleted? Each correct answer presents a complete solution.
Public views in an unmanaged state
Personal views
Which view can you use to create a new Advanced Find view?
Personal view
You map a custom field from the Account entity named Territory to the Territory field on the Contact entity. You create the Contact record and associate it to the Account entity. What is the effect on the Territory field of the Contact record?
The field is empty
Which two statements about views are true? Each correct answer presents a complete solution.
Each entity has one default view.
A view can display fields from child records.
You are creating a custom entity. Which three properties can you change after you create the entity? Each correct answer presents a complete solution.
Description
Display Name
Plural Name
A user is editing an Account entity for the first time.The Address 1: Address Type of Account field contains four options, in this order: - 1 Bill To - 1 Ship To - 1 Primary - 1 Other The user deletes the Ship To and Other options, adds an option named Secondary, and then saves and publishes the record.What are the default values of the options in the record?
1; 3; 100,000,000
You are planning an enterprise implementation of Microsoft Dynamics CRM. Which tool provides sample code to support the configuration and customization of Solutions?
Microsoft Dynamics CRM 2013 Software Development Kit
Which document within the Microsoft Dynamics CRM Implementation Guide is new for Microsoft Dynamics CRM 2013?
Customization Guide
Which action represents customization or configuration rather than extension or development?
Create an XML feed to support real-time currency updates.
Which two components can be added to a Solution? Each correct answer presents a complete solution.
Web Resource
Security Role
You are creating a Solution to manage Microsoft Dynamics CRM customizations. You need to specify the version number. What is the correct format for the version number?
major.minor.build.revision
Which statement about the modification of Microsoft Dynamics CRM Solutions is true?
The terms "customization" and "configuration" can be used interchangeably.
How should you control access to business process flows?
Enable the business process flows for security roles.
You customize the Lead entity by adding a country option set that is automatically populated for records created by a third-party website. You map the country option set in the Lead entity to a country option set in the Contact entity. When you create a Contact record, what happens if the option set value specified in the Lead does not exist in the Contact country option set?
The text label for the country is copied from the Lead country option set to the Contact country option set and a new integer value is assigned.
You are creating a pie chart by using the Chart Designer tool. The data set contains more than 100 records. You need to limit the number of data points that can be displayed on the chart to a maximum of 6. What should you do?
Use a Top X rule or Bottom X rule.
You are creating a custom entity. What metadata is added by default to the entity?
fields
You need to automatically process client-side logic before saving records. What should you use?
a business rule
What is the maximum number of charts that can be added to a single dashboard by default?
6
In a Lookup view of an entity, which columns are included in a search?
The filter criteria in the current Lookup view of the entity.
You are creating an entity field to store bank account numbers. You need to ensure that only specific people or team members can view the field.You enable the Field Security property of the field. What should you do next?
Create a Field Security Profile.
When multiple mobile forms are available, what determines the mobile form displayed to each user?
Users have access to the first mobile forms available for their security roles.
You deploy a managed Solution that includes a custom entity named Job History.The Contact entity of the Solution includes several custom fields. You plan to delete the managed Solution. What data will be deleted or removed when you delete the Solution?
All the data in the Job History entity and in the custom fields of the Contact entity.
What is the default maximum number of Access Team Templates for an entity?
2
Which three actions must you perform to display the Access Team members for a specific entity on the entity form? Each correct answer presents part of the solution.
Add a subgrid to the entity form.
Create an Access Team Template that defines the permissions to be granted to users for the entity.
Enable the Access Teams property of the entity and then publish the change.
You need to track referrals for Leads, Opportunities, and a custom entity named Events.Referrals can be of type Direct, Indirect, Family, Friend, or Colleague. You need to track the referral source and type. What should you do?
Configure the Event entity to allow connections.Create a connection role for each referral type.For each connection role, set the record types to Lead, Opportunity, and Event.
Which statement about working with forms in the Microsoft Dynamics CRM for tablets client is true?
The tablet client displays the first 5 tabs of a form.
You need to Track two additional status reasons in Opportunity records.What should you do?
Add custom status values to the statuscode field of the Opportunity.
For which of the following can you set the scope of a business rule?
a specific mobile form
You export a system chart as an XML file. You need to import the chart as a personal chart. Which three actions must you perform? Each correct answer presents part of the solution.
Provide a name and description for the imported chart.
Select the chart definition file.
Navigate to the entity with which the chart will be associated, open the Chart Designer tool, and click Import Chart on the More Commands menu.
Which of the following actions can you perform with the root Business Unit?
Rename the Business Unit.
Which two methods can you use to open a Quick Create form? Each correct answer presents a complete solution.
In a form that has a lookup field, click the search button and then click New.
Click the Create button on the navigation bar, and then click the entity for which you want to create the record.
You are using Microsoft Dynamics CRM Online. You plan to create an entity named Project.The Project entity will have 15 custom fields. Which two properties can you change after you create the entity? Each correct answer presents a complete solution.
Number of fields
Display Name
You create a custom entity named Project for Microsoft Dynamics CRM Online.You need to display a map of the project location on the Project form.What should you do?
Add an IFrame that renders a map to the main Project form by using a JavaScript Web Resource that references the Bing Maps API.
What is the maximum number of stages a business process can contain?
30
You need to ensure that only the fields displayed on a specific form appear in Advanced Find search results.In which element should you define the Searchable property?
On the field.
You need to apply a business rule to all forms other than one.What should you do?
Create one business rule, save the business rule as a template, and then apply the template to each form that requires it.
You create a one-to-many (1:N) relationship between a custom entity and Contact entities. Which behavior type CANNOT be applied to the relationship?
Referential with Merge set to Cascade None