MB2-631

CRM 4.0 Customization and Configuration

Note: The answer is for reference only, you need to understand all question.

QUESTION 1
You have been asked to set the access level for sales users to a custom entity called Project that is user owned. The requirement is for the sales users to be able to view Projects within their business unit and only create new Projects for themselves. You copy the Salesperson role and make a change to it ready to assign to sales users. What security settings should be set on the Project entity?

A. Read privilege with access level set to Business Unit.
Create privilege with access level set to User.
B. Read privilege with access level set to User.
Create privilege with access level set to Business Unit.
C. Read privilege with access level set to Organization.
Create privilege with access level set to User.
D. Read privilege with access level set to Parent: Child Business Unit.
Create privilege with access level set to User.

Answer: A


QUESTION 2
You have been asked to customize a Microsoft Dynamics CRM 4.0 implementation in which the following relationships have been created:

A 1:N relationship between a custom entity, Supplier, and the Contact entity, in which the Supplier is the primary entity.
A N:N relationship between a custom entity, Supplier, and the Account entity

In which of the following scenarios can attribute mapping apply?

A. Mapping a field from the Supplier entity to the Account entity.
B. Mapping a field from the Supplier entity to the Contact entity.
C. Mapping a field from the Account entity to the Supplier entity.
D. Mapping a field from the Contact entity to the Supplier entity.

Answer: B


QUESTION 3
You have been asked to configure the 1:N relationship between the account and incident entities. The requirement is that, when the account is reassigned to another user, active incidents will also be assigned to the new user, but closed incidents will retain the original owner.

How can you do this?

A. Set the cascading behavior to referential, Restrict Delete
B. Set the cascading behavior to configurable Cascading Set the cascading rule for Assign to cascade Active
C. Set the cascading behavior to configurable Cascading Set the cascading rule for Assign to cascade User-Owned
D. Set the cascading behavior to referential

Answer: B


QUESTION 4
You have been asked to add a custom attribute to the contact entity that will be used to store information about the contact hobbies in plain text. Due to the quantity of data that users may want to enter it must be possible for multiple lines of text to be entered into this attribute.

What settings for an attribute can support a textbox with multiple lines?

Choose the 2 that apply.

A. An attribute of type varchar with format text
B. An attribute of type varchar with format e-mail
C. An attribute of type varchar with format TextArea
D. An attribute of type ntext

Answer: CD


QUESTION 5
You have created a custom entity called "Reseller". You configured the Reseller entity to appear in the Sales area. You created a relationship between Reseller and Account where Reseller is the primary entity. Users are reporting that they can create new Accounts from the Reseller entity, but they cannot associate existing Accounts with a Reseller. What is the most likely cause of the problem?

A. You did not publish the Account entity after adding the relationship.
B. You did not publish the Reseller entity after adding the relationship.
C. You did not add the Reseller Relationship attribute to the Account form and publish the Account entity after creating the relationship.
D. You did not add the Account relationship attribute to the Reseller form and publish the Reseller entity after creating the relationship.

Answer: D


QUESTION 6
You work for a company that has two Microsoft Dynamics CRM 4.0 organizations that are currently implemented on two separate servers, CRMA and CRMB. The server CRMA is installed in Active Directory domain DOMA, and server CRMB is in domain DOMB. Both domains are in the same Active Directory forest. Both servers perform all CRM server roles, including SQL Server. The organization on CRMA is used by users with Active Directory accounts in the DOMA domain, and the organization on CRMB is used by users with Active Directory accounts in the DOMB domain

The company has decided to make use of the multi-tenancy feature of Microsoft Dynamics CRM 4.0 to host both organizations on the one CRM server, CRMA. Each organization will retain the same set of Active Directory users and logins that it had prior to the move.

What steps should be taken to achieve this?

A. On server CRMB, run the Export Organization Wizard.
Copy the output files from the Export Organization Wizard to server CRMA.
On server CRMA, run the Import Organization Wizard and select the keep existing user mappings option.
B. Use Active Directory tools to move all Active Directory user accounts from DOMB to DOMA.
On server CRMB, run the Export Organization Wizard.
Copy the output files from the Export Organization Wizard to server CRMA.
On server CRMA, run the Import Organization Wizard and select the auto-map Users option.
C. Move the MSCRM database from CRMB to CRMA, using SQL Server tools.
On server CRMA, run the Import Organization Wizard and select the keep existing user mappings option.
D. Use Active Directory tools to move all Active Directory user accounts from DOMB to DOMA.
Move the MSCRM database from CRMB to CRMA, using SQL Server tools.
On server CRMA, run the Import Organization Wizard and select the auto-map Users option.

Answer: C


QUESTION 7
You have recently taken over responsibility for customizing your company Microsoft Dynamics CRM 4.0 implementation, and have been asked to rename two entities (supplier). What task do you need to perform on the lead entity, which is not needed for the supplier entity?

A. Change the Name and Plural Name.
B. Change the text in the messages associated with the entity.
C. Rename the entity views to reflect the new name.
D. Publish the changes to the entity.

Answer: B


QUESTION 8
You have been asked to create a relationship between the Contact entity, and a custom entity, Interest. A Contact can have zero, one or many Interests, but every Interest has to be linked to a Contact.

How can you achieve this?

A. Create a 1:N relationship between the Contact and Interest entities, with Interest as the primary entity. Set the requirement level of the relationship attribute to Business Required.
B. Create a 1:N relationship between the Contact and Interest entities, with Contact as the primary entity. Set the requirement level of the relationship attribute to Business Required.
C. Create a 1:N relationship between the Contact and Interest entities, with Contact as the primary entity. Set the cascading behavior to Parental.
D. Create a 1:N relationship between the Contact and Interest entities, with Interest as the primary entity. Set the cascading behavior to Parental.

Answer: B


QUESTION 9
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Your organization manages properties leased by companies. You created a custom entity called "Property" with a relationship to the Account entity, where the Account entity is the primary entity. You set the type of behavior to Referential, Restrict Delete. Which of the following is true?

A. Accounts leasing a property cannot be deleted.
B. Only Accounts related to an active property cannot be deleted.
C. Properties related to accounts cannot be deleted.
D. Properties cannot be deleted.

Answer: A


QUESTION 10
A number of users from the sales and service Business Units need identical access to several Contracts. The sales and service Business Units are both direct children of the root Business Unit. You do not want to impact any of the users permissions on other entities.

What is the most effective way to achieve this?

A. Create two teams; one for each child Business Unit. Add the selected users to the appropriate team in their Business Unit. Create another team in the root Business Unit, and add the two teams in the child Business Units to the team in the root Business Unit.
Share the Contracts with the team in the root Business Unit.
B. Create one team and add the selected users from both business units to the team. Share the Contracts with this team.
C. Create two teams; one for each child Business Unit. Add the selected users to the appropriate team in their Business Unit. Assign the Contracts to one team, and share the Contracts with the other team.
D. Create a new Business Unit and add the selected users to this new Business Unit.
Assign the contracts to a user within the new parent Business Unit.

Answer: B


QUESTION 11
You have been asked to create a custom entity to store information about promotional events within Dynamics CRM 4.0. Users of the system will need to be able to relate phonecall and email activities to a promotional event. How can you allow this?

A. Create a 1-to-many relationship between the custom entity and the phonecall entity.
Create a 1-to-many relationship between the custom entity and the email entity.
B. Create a 1-to-many relationship between the custom entity and the activity pointer entity.
C. When creating the entity, Check the activities check box.
D. When creating the entity, Check the phone Call and e-mail check boxes.

Answer: C


QUESTION 12
You are the IT manager for an organization which has been using Microsoft Dynamics CRM 4.0 for six months. All users use the Outlook client. The CEO has decided to create a second organization for a subsidiary company, and wants to be able to use CRM for both organizations. What action do you take to achieve this as efficiently as possible?

A. Create a user account for the CEO in the second organization which is associated with the CEO's Active Directory account. Instruct the CEO to use the web client for the second organization.
B. Create a second Active Directory account for the CEO. Create a user account for the CEO in the second organization which is associated with this second Active Directory Account. Instruct the CEO to use the web client for the second organization.
C. Create a user account for the CEO in the second organization which is associated with the CEO's Active Directory account. Instruct the CEO to switch organizations using his Outlook client for CRM.
D. Create a second Active Directory account for the CEO. Create a user account for the CEO in the second organization which is associated with this second Active Directory Account. Instruct the CEO to switch organizations using his Outlook client for CRM.

Answer: A


QUESTION 13
You are the implementation consultant at Fabrikam Inc. Fabrikam initially bought 20 user licenses for Microsoft Dynamics CRM Dynamics 4.0, which are all in use. What will happen if you attempt to add a new user to Microsoft Dynamics CRM?

A. The new user account will be created, and the Restricted Access Mode option will be automatically set on the account.
B. You will not be permitted to add a new user account
C. The new user account will be created, and it will be assigned the user license from another active user.
D. The new user account will be created, but it will be disabled.

Answer: D


QUESTION 14
You are responsible for customizing a Microsoft Dynamics CRM 4.0 implementation for a multi-national company. This company has one Microsoft Dynamics CRM 4.0 organization, which was installed with a base language of English.

You have been asked to ensure that each CRM user is able to see picklist values for both system and custom attributes in their preferred language, which could be either English or Italian. None of the system picklist labels have been changed. What steps should you take to achieve this?

Choose the 2 that apply.

A. For the system and custom picklist attributes: publish all relevant entities, export the picklist labels for translation, add the translation labels for Italian, import the new labels and publish all relevant entities again.
B. For the custom picklist attributes: publish all relevant entities, export the picklist labels for translation, add the translation labels for Italian, import the new labels and publish all relevant entities again.
C. Install the Italian language pack.
D. For the system and custom picklist attributes, enter labels in both English and Italian for each attribute.

Answer: BC


QUESTION 15
Which of the following best describes mapping fields between entities? Choose two.
Choose the 2 that apply.

A. Mapping defines attributes to be synchronized with the another record. When mapped attributes in the source record change, the value in the mapped attribute of the target record also changes.
B. Mapping does not apply to new records created outside the context of another record.
C. Mapping facilitates data entry when creating new records related to an existing record by prepopulating mapped fields with values from the source record.
D. Mapping applies when a saved record is re-parented. Values in the new parent record overwrite values in the mapped attributes.

Answer: BC


QUESTION 16
Your company data storage requirements for Dynamics CRM have changed, and you have been tasked with removing a previously-created custom attribute from the account entity. This attribute is currently used on the published account form.

What steps will you need to take to completely remove the attribute from Dynamics CRM such that it no longer takes up any space in the Dynamics CRM database?

Choose the 3 that apply.

A. Publish the account entity.
B. Use SQL Server Management Studio to delete the field from the Account table.
C. Delete the attribute from the account entity.
D. Remove the attribute from the account form.

Answer: ACD


QUESTION 17
You have been asked to customize Microsoft Dynamics CRM 4.0 to store a hierarchical structure of Project Tasks. Any Project Task can contain any number of child Project Tasks, and these child Project Tasks can contain further child Project Tasks, and so on.

How can you create an appropriate structure within Microsoft Dynamics CRM 4.0?

A. Create two new custom entities, Project Task and Parent Project Task. Create a 1:N relationship in which the Parent Project Task is the Primary Entity, and Project Task is the Related Entity.
B. Create a new custom entity, Project Task. Create a N:N relationship in which both entities are the Project Task entity.
C. Create two new custom entities, Project Task and Parent Project Task. Create a N:N relationship between the Parent Project Task and the Project Task entities.
D. Create a new custom entity, Project Task. Create a 1:N relationship in which the Project Task entity is both the Primary and the Related Entity.

Answer: D


QUESTION 18
You are responsible for managing users within your company's Microsoft Dynamics CRM 4.0 implementation. The implementation contains Business Units, Eastern Region and Western Region both of which have the same parent Business Unit, Channel Sales & Marketing

One user has left the Eastern Region and now works for the Western Region. He needs the equivalent access to records in the Western Region that he formerly had in the Eastern Region. The user is a member of the sales Team Leader security role, which was created in the Channel Sales & Marketing Business Unit.

How should you do this?

A. Change the user Business Unit to Western Region. Copy the Sales Team Leader role from the Eastern Region to the Western Region. Add the user to this newly copied role.
B. Change the user Business Unit to Western Region. Remove the user from the Sales Team Leader role in the Eastern Region. Add the user to the Sales Team Leader role in the Western Region.
C. Change the user Business Unit to Western Region. Add the user to the Sales Team Leader role in the Western Region.
D. Remove the user from the Sales Team Leader role in the Eastern Region. Add the user to the Sales Team Leader role in the Western Region.

Answer: C


QUESTION 19
There is a 1:N relationship between the Account and a custom entity project in which the Account entity is the Primary entity. The relationship attribute is called new_accountid You have been asked to ensure that an Account cannot be deleted if it has any related Projects.

A. Set the cascading behavior for the relationship to parental
B. Set the requirement level of new_accountid to business Required
C. Set the cascading behavior for the relationship to referential
D. Set the cascading behavior for the relationship to referential, Restrict Delete

Answer: D


QUESTION 20
Which of the following can be done to a picklist (drop-down list) field in the field properties from the Form Customization window for an entity? Choose the 3 that apply.

A. Enter script to support the OnChange event
B. Edit picklist options
C. Change or hide the label for the picklist appearing on the form.
D. Move the field to another tab and section on the same form

Answer: ACD


QUESTION 21
You are responsible for securing access to data in your company. The Microsoft Dynamics CRM Dynamics 4.0 implementation consists of four business units; the root and three children, named East, West and Central. All account managers belong to one of the child business units, and all have been assigned the Salesperson security role, which gives each account manager sufficient rights to create and delete their own accounts.

Of these account managers, several are known as senior account managers. They have been given additional responsibilities, and need to be able to delete accounts created by any account manager in the organization. How should you grant the senior account managers the correct level of permission, without affecting the permissions of other account managers, and with the minimum of effort.

A. Create a new security role called Senior Account Manager in the root business unit.
Assign the new privileges to this role, and add each senior account manager to the respective Senior Account Manager role for their business unit.
B. Create a new security role called Senior Account Manager in the root business unit.
Assign the new privileges to this role, and add each senior account manager to the Senior Account Manager role in the root business unit.
C. Create a team called Senior Account Managers in the root business unit. Add all senior account managers to the Senior Account Managers team. Share all accounts with the Senior Account Managers team and grant delete access to all accounts.
D. Create a new security role called Senior Account Manager in each of the child business units. Assign the new privileges to each of these roles, and add each senior account manager to the respective Senior Account Manager role for their business unit.

Answer: B


QUESTION 22
You are the IT manager for a company which hosts Microsoft Dynamics CRM. You have taken on a new employee who will assist with recording license information and managing the deployments that your company hosts, but will not be doing other tasks related to CRM. You want to give them the minimum rights. What role should the new employee be given?

A. System Customizer.
B. Domain Administrator.
C. Deployment Administrator.
D. System Administrator.

Answer: C


QUESTION 23
You have been asked to create a new N:N relationship between the Contact and Opportunity entities. What will be created as a result of creating the relationship?

A. An attribute of type lookup on whichever entity is chosen to be the primary entity in the relationship.
B. A new relationship entity, with 2 attributes of type lookup.
C. An attribute of type lookup on both the Opportunity and the Contact entities.
D. A new relationship entity, and an attribute of type lookup on both the Opportunity and the Contact entities.

Answer: B


QUESTION 24
You have been asked to create a new 1:N relationship between the Contact and Opportunity entities, in which the Opportunity is the primary entity. What attribute(s) will be created as a result of creating the relationship?

A. An attribute of type lookup on the Opportunity entity.
B. An attribute of type lookup on the Opportunity entity, and an attribute of type primarykey on the Contact entity.
C. An attribute of type lookup on both the Opportunity and the Contact entity.
D. An attribute of type lookup on the Contact entity.

Answer: D


QUESTION 25
You are the IT administrator for your organization, which translates written material into multiple languages. Your staff use the web client, and want to use CRM in their own languages, and all available language packs have been installed on the CRM server.

You want the Translations Manager to be able to choose which languages are available to the users. What steps should you take?

Choose the 2 that apply.

A. Install all language packs on all client computers.
B. Tell the Translations Manager how to enable and disable language packs.
C. Give the Translations Manager a security role that has Organizational access level to 'Language settings'.
D. Give the Translations Manager a security role that has Organizational access level for the Assign privilege on the Language entity.

Answer: BC


QUESTION 26
You work for a company who uses Microsoft Dynamics CRM 4.0. You have been asked to customize the Microsoft Dynamics CRM 4.0 user interface, and have received a request to have custom icons for the account entity, and a custom entity called project. No other customizations are required. Users in your company use both the web and Outlook clients for CRM.

How many icon files should you ask your company graphic designer to create?

A. Three icons.
B. Six icons.
C. Two icons. One for the account entity and one for the project entity.
D. Four icons. Two for the account entity and two for the project entity.

Answer: A


QUESTION 27
You are an administrator for a company which has approximately 1000 CRM users. You employ four groups of contract staff, who work for different parts of your business. Each group consists of ten users who need access to the CRM system for one week each month. The users should not be allowed access the rest of the month.

How can you do this in the most efficient way?

A. Create a new child Business Unit for each group of contract staff, and add the appropriate group of ten users to each Business Unit. Remove the users from their Business Unit when you want to prevent access.
B. Add all the users to CRM. Enable each user when you want to allow access, and disable each user when you want to prevent access.
C. Create a Business Unit and add all the users to it. When the users are finished delete the Business Unit. Recreate the Business Unit when the users need access again.
D. Create a new child Business Unit for each group of contract staff, and add the appropriate group of ten users to each Business Unit. Enable the appropriate Business Unit when the users need access, and disable the Business Unit when you want to prevent access.

Answer: D


QUESTION 28
You are the leader of the team responsible for customizing Microsoft Dynamics CRM 4.0 for your organization, and asked one of your team to rename the account entity from Account to Company. You were told that this had been completed. Some users of Microsoft Dynamics CRM 4.0 report that the change has occurred successfully, but other users tell you that the navigation area in Microsoft Dynamics CRM 4.0 still shows Accounts. All users access Microsoft Dynamics CRM 4.0 via the web application.

What should you do to resolve the problem?

A. Ask your team member to publish the Account entity.
B. Ensure all users have Write privileges on the Account entity.
C. Ask your team member to change all messages associated with the Account entity, then publish the Account entity.
D. Ask all users to refresh the browser window.

Answer: D


QUESTION 29
Which combination of Microsoft Dynamics CRM security privileges allows a user to attach a Note to an Account? Select the best answer.

A. Read privilege on the Note. Write privilege on the Account.
B. Share privilege on the Note. Write privilege on the Account.
C. Append privilege on the Note. Append To privilege on the Account.
D. Append To privilege on the Note. Append privilege on the Account.

Answer: C


QUESTION 30
The General tab of the Account form contains the following fields: alias Name and rating The alias Name field has a requirement level of business Required. The Rating field has a requirement level of Constraint. You have been asked to move these two fields onto a new tab called Ratings.

How would you do this as efficiently as possible?

A. In the Form Editor, add a new tab.
Edit the two fields, and change their location to this new tab.
B. In the Form Editor, add a new tab and a new section.
Remove the two fields from the general tab, then add them to the new tab and section.
C. In the Form Editor, add a new tab and a new section.
Edit the two fields, and change their location to this new tab and section.
D. Change the requirement level of the alias Name field to o Constraint In the Form Editor, add a new tab and a new section.
Edit the two fields, and change their location to this new tab and section.
Change the requirement level of the alias Name field back to business Required

Answer: C


QUESTION 31
Which of the following types of relationship cannot be created in Microsoft Dynamics CRM 4.0?

A. An N:N relationship between a system (customizable) entity and a custom entity.
B. A 1:N relationship between two system (customizable) entities.
C. A self-referential relationship between an entity and itself.
D. A 1:N relationship between the Customer composite entity and a custom entity.

Answer: D


QUESTION 32
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You are a System Administrator who has been asked to create a new view of all the Accounts that have a Relationship Type of supplier and are active. This view should be created in Microsoft Dynamics CRM 4.0 for everyone to use.

How could you do this? (Each correct answer presents a complete solution. Choose the 2 that apply.)

A. Navigate to the Account Customization window. Under Forms and Views, add and save a new view with the appropriate filter and columns. Publish the Account entity.
B. Use Advanced Find to create new Account view with the appropriate filter and columns. Save the view, and publish the Account entity.
C. Navigate to the Account Customization window. Under Forms and Views, select the Active Accounts view and add the filter on the Relationship Type field. Save the view, and publish the Account entity.
D. Use Advanced Find to create new Account view with the appropriate filter and columns. Save the view, and share read permission to all users.

Answer: AD


QUESTION 33
You have been asked to add 200 users to Microsoft Dynamics CRM 4.0. Each user has an Active Directory account, and all accounts are in the same Active Directory domain. Each user should be added to one of the three Business Units defined within CRM, and one of the four Security roles that are in use within CRM. Some users should have the Full license, and others the Read Only license.

What is the quickest way to add the users to CRM?

A. Use the Add Users Wizard to add users. Run the Add Users Wizard once for each combination of Security Role and Business Unit. Once the users have been added, select multiple users to the assign them the appropriate CRM license.
B. Use the Add Users Wizard to add all the users to CRM. Once the users have been added, select appropriate groups of users to change the Security Role, Business Unit and CRM license.
C. Use the Add Users Wizard to add users. Run the Add Users Wizard once for each combination of Security Role, Business Unit and CRM license.
D. Add each user individually within CRM. Set the appropriate Security role, Business Unit and CRM license when adding each user.

Answer: C


QUESTION 34
You are responsible for customizing Microsoft Dynamics CRM 4.0 for your company. A custom 1:N relationship has been created between the Account entity and a custom entity called Project. The Project has a unique identifier called projectid. This relationship is maintained via an attribute on the Project entity called accountid, and the attribute is used by CRM users.

Due to changing business requirements you have been asked to remove the relationship and the accountid attribute. What steps should you take to achieve this?

Choose the 3 that apply.

A. Delete the relationship.
B. Remove the accountid attribute from the Project form.
C. Publish the Project entity.
D. Delete the projectid attribute.

Answer: ABC


QUESTION 35
You have created a new custom entity called System. You have been asked to ensure that the form assistant is available on the system form but not expanded. You navigate to customization and select the System entity.

How do you set this?

A. Navigate to Information. On the General tab, check enable form assistant
B. Open the form, add a section and select the form assistant.
C. Open the form, add an Iframe and select the type to be form assistant
D. Open the form and select Properties. On the Display tab, check enable form assistant

Answer: D


QUESTION 36
What is the maximum number of tabs allowed on a Form in Microsoft Dynamics CRM 4.0?

A. 7
B. The number of tabs is unlimited.
C. 8
D. 9

Answer: C


QUESTION 37
You are a Microsoft CRM Consultant and have been asked to advise a company on their Business Unit structure. When the company installed Microsoft Dynamics CRM 4.0 they named the root Business Unit adventure Work Cycle missing the from works The company has asked you how they can change this. What action do you take?

A. Create a new Business Unit with the correct spelling, assign it to the original root and then disable the original root.
B. Edit the Business Unit name and correct the spelling, save and publish to all users.
C. Disable the Business Unit and create a new one with the correct spelling.
D. Uninstall and re-install Microsoft Dynamics CRM 4.0 using the correct spelling.

Answer: D


QUESTION 38
When creating an N:N relationship in Microsoft Dynamics CRM 4.0, what properties of the relationship do you have to specify for both entities in the relationship?

A. Relationship Attribute.
B. Requirement Level.
C. Display Option.
D. Cascading Behavior.

Answer: C


QUESTION 39
You are responsible for customizing your company's Microsoft Dynamics CRM 4.0 implementation. You have already added a custom field, internal Order Number to the Order entity, and displayed it on the Order form. Users have asked that the internal Order Number field should be immediately visible when viewing the list of Orders for a given Account via the navigation item on the Account form.

How can you do this?

A. Navigate to the Views area of the Account Customization window.
Edit the Lookup View, and add the internal Order Number field as a column.
B. Navigate to the Views area of the Order Customization window.
Edit the Lookup View, and add the internal Order Number field as a column.
C. Navigate to the Views area of the Account Customization window.
Edit the Associated View, and add the internal Order Number field as a column.
D. Navigate to the Views area of the Order Customization window.
Edit the Associated View, and add the internal Order Number field as a column.

Answer: D


QUESTION 40
You have been asked to create a custom entity to store information about projects. A business requirement for the new custom entity is that some users will only be allowed to delete the projects that they own. How should you create and configure the custom entity?

A. Create the custom entity with an Ownership Type of user Owned Add a many-to-one relationship to the systemuser entity, and call the attribute ownerid.
B. Create the custom entity with an Ownership Type of organization Owned Add an attribute called ownerid, with a type lookup
C. Create the custom entity with an Ownership Type of organization Owned Add a many-to-one relationship to the systemuser entity, and call the attribute ownerid.
D. Create the custom entity with an Ownership Type of user Owned

Answer: D


QUESTION 41
In your organization, all users use the web client. You have created a new public view of Accounts in Microsoft Dynamics CRM 4.0. However, users report they cannot see the new view.

What should you do to resolve this?

A. Ask the users to refresh the web browser using F5.
B. Share the view to users.
C. Ask the users to close down the web browser and open it again to receive the changes.
D. Publish the changes to the Account entity.

Answer: D


QUESTION 42
Your Microsoft Dynamics CRM 4.0 organization has been set up with a default currency of United Kingdom Pounds (GBP). In your personal preferences you have specified a default currency of Euros (EUR). One of the Accounts in CRM, abrikam Inc. has a currency of US Dollars (USD). From the Sales area you select new Quote and then add Fabrikam Inc. as the potential customer.

What currency will be set on the new Quote?

A. EURO
B. No currency will be set by default
C. USD
D. GBP

Answer: A


QUESTION 43
You are the administrator of a Microsoft Dynamics CRM 4.0 implementation, in which Contacts are displayed in the format lastname, firstname. You have been asked to change this to firstname lastname. You change this format in the System Settings General tab.
What effect will this have on the existing Contact records?

A. All Contact records will be updated to display the new format.
B. All Contact records will remain unchanged until the Contact entity is published. Once the entity has been published, all Contact views will display the new format.
C. All existing Contact records will remain unchanged. New Contact records will display the new format.
D. All Contact records will be updated to display the new format, but Outlook users must close and re-open Outlook to see the change.

Answer: C


QUESTION 44
You are responsible for a Microsoft Dynamics CRM 4.0 implementation, which will contain 3 organizations. You have been asked by the SQL Server administrator what CRM-specific SQL Server databases will be required by this configuration, ignoring any databases used by Reporting Services.

What should you reply?

A. One database, which will contain all CRM configuration and organization data.
B. Six databases. Two databases for each organization; a configuration database and a database for the organization data.
C. Two databases. One configuration database for all server-wide data, and one database that will contain the data for all 3 organizations.
D. Four databases. One configuration database for all server-wide data, and one database for each organization that will contain data specific to that organization.

Answer: D


QUESTION 45
You are implementing Microsoft Dynamics CRM at an organization that wants to use an image file as an icon for a custom entity. How do you do this?

A. Use the Microsoft Dynamics CRM Customization Area to upload an icon for the Web and Outlook Clients.
B. Use Microsoft Dynamics CRM Deployment manager. Drag and drop the image file to replace the default icon. Restart IIS to refresh the Web Application. Outlook client users automatically download the new icon the next time they connect to Microsoft Dynamics CRM.
C. For the Web client, locate the default custom entity icon in \_img\. The file uses the naming convention co__1.gif. Replace this file with the image file. For the Outlook client, place the image file on a network share and create a .bat file that executes commands to perform the same action on user local machines. Send the .bat file to users.
D. Use the Microsoft Dynamics CRM Customization area to upload an icon for the Web client. Copy the image file to the Outlook client network installation location so that it is installed when users install the Outlook client.

Answer: A


QUESTION 46
Several colleagues have been amending Organizational Settings.

At 10.00, Sylveste set the suffix length for Cases to 5.
At 10.30, Paul set the prefix for Cases to INC.
At 11.00, Chris set the prefix for Tracking Tokens to TTS.
At 11.30, David set the suffix length for Contracts to 6.

After these changes, which of the following is a valid format for a Case number?

A. INCJ1BZJ
B. TTSJ1BZJ
C. TTSJ1BZJ7
D. INCJ1BZJ7

Answer: D


QUESTION 47
You work for a company where Microsoft Dynamics CRM 4.0 has been installed and customized with the English language. In addition, you have installed the Spanish language pack on the server. You have installed and enabled the Spanish language option in your Microsoft Dynamics CRM 4.0 Client for Office Outlook with offline access.
When you open the Microsoft Dynamics CRM 4.0 Client for Office Outlook with offline access, what areas of the application are affected?

Choose the 2 that apply.

A. Standard Microsoft Office Outlook Menu Options.
B. Offline Synchronization user interface.
C. Microsoft Office Outlook Folders specific to Microsoft Dynamics CRM.
D. Custom picklists.

Answer: BC


QUESTION 48
"The organization has requested that you set up tabs for the following items on the account entity in this order: General, Profile, Administration, Marketing, Accounting, Infrastructure, Shipping Information, Office Directions, and Mailing Lists.

What is wrong with this plan?"

A. The first three tabs, (General, Details, and Administration) are system tabs and cannot be renamed or repositioned.
B. The combined length of the tab names require too much space on the form. The customization tools do not allow entry of all the tabs. Shortening tab names will allow all the tabs to be added.
C. This exceeds the limit on the number of tabs allowed by Microsoft Dynamics CRM.
D. It exceeds the SQL Server limitations on the number of tabs per entity.

Answer: C


QUESTION 49
Several currencies are in use in Microsoft Dynamics CRM 4.0, and the base currency is US Dollars. You update the exchange rates daily using an imported CSV file. Which of the following actions will cause the new exchange rates to be used on an Opportunity record? Choose the 2 that apply.

A. Assigning an Opportunity record to a different user.
B. Changing the status of an Opportunity record.
C. Updating a non-financial field on an Opportunity record.
D. Updating a financial field on an Opportunity record.

Answer: BD


QUESTION 50
You have a relationship between Account and a custom entity where the custom entity is the primary entity. A lookup field on the Account form allows the account to be associated with the custom entity. What steps must be performed to delete the relationship between these entities?

A. Remove the lookup field from the account entity form and delete the relationship.
B. Remove the lookup field from the Account entity form, publish the Account entity, and delete the relationship attribute from the Custom entity.
C. Remove the lookup field from the Account entity form, publish the Account entity, and delete the relationship.
D. From the Account entity, delete the relationship. The lookup field is automatically be removed from the Account entity form.

Answer: C


QUESTION 51
You have been asked to configure the 1:N relationship between the account and incident entities. The requirement is that, when the account is reassigned to another user, active incidents will also be assigned to the new user, but closed incidents will retain the original owner.

How can you do this?

A. Set the cascading behavior to referential, Restrict Delete
B. Set the cascading behavior to configurable Cascading Set the cascading rule for Assign to cascade Active
C. Set the cascading behavior to configurable Cascading Set the cascading rule for Assign to cascade User-Owned
D. Set the cascading behavior to referential

Answer: B


QUESTION 52
When creating an N:N relationship in Microsoft Dynamics CRM 4.0, what properties of the relationship do you have to specify for both entities in the relationship?

A. Relationship Attribute.
B. Requirement Level.
C. Display Option.
D. Cascading Behavior.

Answer: C


QUESTION 53
You work for a company where Microsoft Dynamics CRM 4.0 has been installed and customized with the English language. In addition, you have installed the Spanish language pack on the server. You have installed and enabled the Spanish language option in your Microsoft Dynamics CRM 4.0 Client for Office Outlook with offline access.
When you open the Microsoft Dynamics CRM 4.0 Client for Office Outlook with offline access, what areas of the application are affected?

Choose the 2 that apply.

A. Standard Microsoft Office Outlook Menu Options.
B. Offline Synchronization user interface.
C. Microsoft Office Outlook Folders specific to Microsoft Dynamics CRM.
D. Custom picklists.

Answer: BC