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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 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.
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
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 Entity1that has three activated business process flows named BPF2. BPF2. and BPF3,
You need to ensure that BPF2 in visible only to customer service representatives from the web client. What should you do?
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.
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?
A. Create a many-to-many (N:N) relationship between two different entities and set Hierarchical to Yes for the relationship definition.
B. Create a many-to-many (N:N) relationship between the same entity and set Hierarchical to Yes for the relationship definition.
C. Create a one-to-many (1:N) relationship between the same entity and set Hierarchical to Yes for the relationship definition.
D. Create a one-to-many (1:N) relationship between two different entities and set Hierarchical to Yes for the relationship definition.
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?
A. Create an Else statement that has no conditions and a Set Default action to reset the field to Not Business Required.
B. Use a business rule formula to set the required level of the field.
C. Change the scope of the business rule to All Forms.
D. 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.
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.
A. Open the imported solution, locate the Loan entity, and then add the new field.
B. Create a new solution, add the existing Loan entity, and then add the new field.
C. Modify the Managed Properties of the Loan entity in the imported solution.
D. Open the default solution, locate the Loan entity, and then add the new field.
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.
A. Add a branch rule to define the condition that should display the high probability stage.
B. Add a stage to the branch for the high probability opportunity condition.
C. Create a business process flow for your sales process.
D. Create a business rule to conditionally switch between business process flows if the probability is greater than 50%.
E. Create a second business process flow for the high probability opportunities.
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?
A. The users will not be able to view the Web Resource and will need to use the desktop client instead.
B. The users can view the Web Resource, as long as it is within one of the first five tabs of the default form.
C. The users will have to download and install an update rollup in order to view the Web Resource.
D. The users will not be able to use the Web Resource until their security role is updated with ISV Customizations privileges.
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