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QUESTION 61
You have a Dynamics CRM organization.
A manager wants to share data with an external consultant by using a dynamic PivotTable.
You need to tell the manager what to do before the external consultant can access the data in the PivotTable.
What should you instruct the manager to do first?

A.    Add Share access to a security role.
B.    Assign a license.
C.    Add Append To access to a security role.
D.    Assign a view.

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QUESTION 46
You company employs consultants who bill customers for their time.
You sales team is responsible for selling the consultants time, in addition to selling product licenses.
You need to provide the sales team with the ability to create opportunities, quotes, and invoices for the consultant’s time.
What should you create first?

A.    a product family
B.    a price list
C.    a product bundle
D.    a unit group

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QUESTION 31
You have an opportunity that has three open activities.
The opportunity record and the activity records are owned by a user named User1.
User 1 assigns the opportunity to a user named
You need to identify what occurs to the ownership of the records.
What should you identify?

A.    User1 remains the owner of the opportunity and the activities.
B.    User1 remains the owner of the opportunity.
Users2 becomes the owner of the activities
C.    User2 becomes the owner of the opportunity and the activities.
D.     User2 becomes the owner of the opportunity.
User1 remains the owner of the activities

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QUESTION 16
You quality a lead for a business account.
After several conversations with the business contact you discover that the business used a different vendor.
Which record should you deactivate?

A.    opportunity
B.    lead
C.    contact
D.    account

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QUESTION 1
You have two opportunities named Opp1 and Opp2 that created to a customer.
The customer request a single quote that contains the line items from both opportunities.
From Opp1, you generate a new quote that contains all of the line items in Opp1.
You need to add the line items in Opp2 to the quote.
What should you did?

A.    From Opp2, Click Assign
B.    From Opp2, Click New Quote
C.    From the quote, Click Get Products
D.    From the quote, associate the quote to Opp2

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QUESTION 91
You have a Dynamics CRM organization.
You have a system view for contacts that is used only by a user named User1.
Currently, the system view is listed as the first view for a* of the users.
You need to ensure that the view is available to User1 only.
Which two actions should you perform? Each correct answer presents part of the solution.

A.    Export the view as system, and then reimport the view as personal.
B.    Instruct User1 to use Advanced Find.
C.    Deactivate the system view.
D.    Configure the filter criteria on the system view to include only the records of User1.

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QUESTION 76
You need to identify for which types of entities you can configure status reason transitions.
Which two entity types should you identify? Each correct answer presents a complete solution.

A.    all system entities, except for activity entities
B.    the case entity
C.    all custom entities, except for custom activity entities
D.    the opportunity entity

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QUESTION 61
You are customizing Microsoft Dynamics CRM.
What should you do before you delete a custom entity?

A.    Delete the shares for records of this entity.
B.    Check whether the entity has any component dependencies.
C.    Remove the entity ownership.
D.    Remove the entity from any security role.

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QUESTION 46
In a Dynamics CRM organization, you create a custom entity named Location.
You need to create a hierarchical 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.

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QUESTION 31
You modifythe Account form to contain thecontain the tabs configured and ordered as shown in the following table.

 

You need to identify which tabs will be displayed by default on Dynamics CRM for tablets.
Which tabs should you identify?

A.    only General. Address Info, and Reseller Info
B.    only General, Address Info, Reseller Info, and Additional Info
C.    only General, Details, Address Info, Reseller Info, and Additional Info
D.    only General, Details. Address Info, and Reseller Info

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QUESTION 16
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?

A.    Lookup
B.    Two Options
C.    Single Line of Text
D.    Option Set

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QUESTION 1
You have a Dynamics CRM organization that contains the business units configured as shown in the following table.

 

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?

A.    Default
B.    Businessunit2
C.    Businessunit3
D.    Businessunit1

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