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You create several additional attributes in Microsoft Dynamics CRM. Which two field requirement levels can be set? Each correct answer presents a complete solution. Choose two.
Answer: A, D
A user assigns an account to a specific user in Microsoft Dynamics CRM. What are two effects of the default Parental Relationships between Account and Task and between Account and Email? Each correct answer presents a complete solution. Choose two.
All tasks and emails related to this account via the to attribute are also assigned to this user.
All tasks and emails related to this account via the to attribute are also shared to
All tasks and emails related to this account via the regarding attribute are also shared to this user.
All tasks and emails related to this account via the regarding attribute are also
assigned to this user.
Answer: A, D
You create a new business process flow on the account entity for your inside sales team. The business process flow has four stages. The first stage contains three fields from the account entity. All of these fields are required in the business process flow, and one field is read-only because of field security. A salesperson reports that no one can move past the first stage. You need to resolve this issue. What should you do?
Create a security role that grants the inside sales team the ability to read and update the account entity.
Create a field security profile for the inside sales team that grants them the ability to read all of the fields in the first stage.
Create a field security profile for the inside sales team that grants them the ability
to update the read-only field in the first stage.
Modify the existing inside sales team's security role and mark the Activate Business Process Flows Miscellaneous Privilege.
You are updating custom entities in Microsoft Dynamics CRM. Which three custom entity options can be disabled after they have been enabled? Each correct answer presents a complete solution. Choose three.
You want to customize Microsoft Dynamics CRM by adding several former vendors from the account as well as the time span of the business relation between the account and these vendors. What should you do?
Add an N:N-relation between accounts and competitors.
Add a manual N:N-relation between accounts and competitors, and remove the Name property of the manual intersect entity.
Create a connection role named former vendor, and ensure the competitor and account record type are selected.
Add an N:l-relation between accounts and competitors.
You are creating a custom entity. Which two Primary Field properties can be changed when the entity is created? Each correct answer presents a complete solution. Choose two,
Answer: A, C
You are a Microsoft Dynamics CRM consultant for a small business. Your client asks you to create a custom entity named Event Type. This entity needs to support business process flows, notes, document management and offline capability for Dynamics CRM for Outlook. Which two custom entity options in you solution cannot be disabled after they are enabled? Each correct answer presents a complete solution. Choose two.
Offline capability for Dynamics CRM for Outlook
Business process flows
Answer: C, D
Microsoft MB2-707 Exam (Microsoft Dynamics CRM Customization and Configuration) Detailed Information
MB2-707 - Microsoft Dynamics CRM Customization and Configuration
MB2-707 Test Objectives
Manage solutions (10–15%)
Plan for customization
Define xRM; differentiate configuration, customization, extending, and development; design appropriate customizations;
identify documents in the Microsoft Dynamics CRM implementation guide
Understand business requirements, understand the benefits of solutions, create solutions, export managed and unmanaged
solutions, import solutions, describe default solution, specify a publisher, work with multiple solutions, describe
Create and maintain users, create owner teams, describe owner teams and sharing, manage security roles for users
and teams, differentiate owner teams and access teams, create access team templates, add access team subgrids to
Configure entity properties including display areas, communication and collaboration options, fixed properties, data
services options, Microsoft Outlook options, mobile options; modify custom entities; delete custom entities; identify
Customize fields (10–15%)
Create and maintain fields
Describe field customization concepts, create fields, describe ways new fields can be created, delete custom fields
Identify field data types; identify field display formats; configure the requirement level field property; configure
searchable, audit, and field security field properties; identify properties that can be changed for existing fields
Configure local and global option sets, configure status and status reason fields, describe dependencies, create
calculated fields, describe the purpose of rollup fields, create rollup fields
Manage relationships (10–15%)
Describe entity relationships
Identify different relationship types; describe one-to-many, many-to-many, and manual many-to-many relationships;
describe special many-to-many relationships such as marketing list members, queue items, and follows; identify supported
and unsupported relationships; identify cascading behaviors such as Assign, Share, Unshare, Re-Parent, Delete
Describe mobile forms for Microsoft Dynamics CRM for tablets, describe how forms are displayed to the user in the
Microsoft Dynamics CRM for tablets app, describe considerations when designing mobile forms
Customize views (10–15%)
Work with system views
Differentiate between system, public, and personal views; describe view columns and view filtering; configure multi-entity
search; differentiate between multi-entity, advanced find, and quick find search; identify associated views; configure
lookup views; configure quick find views
Create system charts and personal charts, describe chart types and options, add series and categories, choose chart
views for chart preview, identify fields available for use in charts, include fields from parent entities in charts
Differentiate between personal and system dashboards, configure dashboard components, create lists (views), display
charts on dashboards, manage security roles for dashboards
Configure business process flows and business rules (10–15%)
Understand business process flow concepts
Describe the purpose of business process flows; differentiate between different types of processes; identify business
process flow components including steps and stages, built-in business processes, custom business processes, entities
that participate in business processes, and spanning entities
Create business process flows, define stages and steps, describe role-based business processes, describe branching
logic for guided processes, describe use cases for the client API for business process flows
Identify use cases for business rules; differentiate between client-side and server-side logic; create business rules;
configure business rule conditions; apply AND/OR, IF…ELSE, IF….THEN logic in business rules; identify business rule
actions; enable business rules for forms