Microsoft Dynamics CRM 2016 Customization and Configuration v9.0

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 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 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.

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?

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?

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.

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?

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?

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?

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.

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?

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.

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

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?

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.