Microsoft Dynamics CRM Customization & Configuration

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| By MatthewTheRaven
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MatthewTheRaven
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Quizzes Created: 1 | Total Attempts: 359
Questions: 21 | Attempts: 359

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Microsoft Dynamics CRM Quizzes & Trivia

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Questions and Answers
  • 1. 

    A company uses Microsoft Dynamics CRM 2011. You need to move a business unit in the Microsoft Dynamics CRM organizational hierarchy. What should you do?

    • A.

      Change the business unit s root business unit.

    • B.

      Change the business unit's parent business unit.

    • C.

      Copy the business unit to the new position in the organizational hierarchy.

    • D.

      Disable the business unit, change the business unit s organization team and then activate the business unit.

    Correct Answer
    B. Change the business unit's parent business unit.
    Explanation
    To move a business unit in the Microsoft Dynamics CRM organizational hierarchy, you should change the business unit's parent business unit. This means assigning a new parent business unit to the business unit you want to move. By changing the parent business unit, the business unit will be repositioned in the organizational hierarchy accordingly.

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  • 2. 

    A company uses Microsoft Dynamics CRM 2011. You plan to disable a business unit in the organizational hierarchy. How will this affect users? (Choose all that apply.)

    • A.

      Users assigned to the disabled business unit will be reassigned to the root business unit.

    • B.

      Users assigned to the disabled business unit will not be able to log on to Microsoft Dynamics CRM.

    • C.

      Users assigned to child business units subordinate to the disabled business unit will be reassigned to the root business unit.

    • D.

      Users assigned to child business units subordinate to the disabled business unit will not be able to log on to Microsoft Dynamics CRM.

    Correct Answer(s)
    B. Users assigned to the disabled business unit will not be able to log on to Microsoft Dynamics CRM.
    D. Users assigned to child business units subordinate to the disabled business unit will not be able to log on to Microsoft Dynamics CRM.
    Explanation
    When a business unit is disabled in Microsoft Dynamics CRM 2011, the users assigned to that business unit will not be able to log on to the CRM system. Additionally, the users assigned to any child business units that are subordinate to the disabled business unit will also not be able to log on to the CRM system.

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  • 3. 

    Which of the following are features of the Microsoft Dynamics CRM 2011 platform? (Choose all that apply.)

    • A.

      Raising events for workflow processes

    • B.

      Controlling access to objects through security

    • C.

      Controlling access to the database through the data access layer

    • D.

      Enforcing the population of required custom fields on a record

    Correct Answer(s)
    A. Raising events for workflow processes
    B. Controlling access to objects through security
    C. Controlling access to the database through the data access layer
    Explanation
    The Microsoft Dynamics CRM 2011 platform includes features such as raising events for workflow processes, controlling access to objects through security, and controlling access to the database through the data access layer. These features allow users to automate processes through event triggers, manage and restrict access to data and objects based on user roles and permissions, and control data access at the database level. Additionally, the platform allows for the enforcement of required custom fields on records, ensuring that important data is captured and populated correctly.

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  • 4. 

    Which of the following statements applies to both Microsoft Dynamics CRM 2011 on-premises and Microsoft Dynamics CRM Online 2011?

    • A.

      Supports Internet lead capture

    • B.

      Supports custom workflow assemblies

    • C.

      Allows a maximum of 2048 fields per entity

    • D.

      Allows offline synchronization with Microsoft Outlook 2010

    Correct Answer
    D. Allows offline synchronization with Microsoft Outlook 2010
    Explanation
    Both Microsoft Dynamics CRM 2011 on-premises and Microsoft Dynamics CRM Online 2011 allow offline synchronization with Microsoft Outlook 2010.

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  • 5. 

    Which type of customization is not supported by Microsoft Dynamics CRM 2011?

    • A.

      Customizing the Microsoft Dynamics CRM schema

    • B.

      Modifying the Microsoft Dynamics CRM website files and settings

    • C.

      Automating business processes through Microsoft Dynamics CRM dialogs

    • D.

      Creating entities, fields, forms and charts within Microsoft Dynamics CRM

    • E.

      Extending Microsoft Dynamics CRM by using application event programming

    Correct Answer
    B. Modifying the Microsoft Dynamics CRM website files and settings
    Explanation
    Microsoft Dynamics CRM 2011 does not support modifying the website files and settings of the CRM. This means that users cannot customize the CRM by directly editing the website files or changing the settings related to the website. However, other types of customization such as customizing the schema, automating business processes through dialogs, creating entities, fields, forms, and charts, and extending CRM using application event programming are all supported by Microsoft Dynamics CRM 2011.

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  • 6. 

    You need to block file extensions on Microsoft Dynamics CRM 2011 attachments. Where do you make this change?

    • A.

      In the system settings

    • B.

      In the data management tool

    • C.

      In the user-based email settings

    • D.

      In the system-based email settings

    Correct Answer
    A. In the system settings
    Explanation
    In Microsoft Dynamics CRM 2011, the change to block file extensions on attachments is made in the system settings. This allows for a centralized approach to managing file extensions and ensures that all users are subject to the same restrictions. By making this change in the system settings, it applies to all attachments across the CRM system, regardless of the specific user or email settings.

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  • 7. 

    A Microsoft Dynamics CRM 2011 organization has users located in three countries. You need to set the decimal precision for the currency fields. Which of the following settings should you configure? (Choose all that apply.)

    • A.

      The Precision setting on each currency attribute

    • B.

      The Pricing Decimal Precision system setting

    • C.

      The Personal Standards and Formats setting

    • D.

      The Organizational Standards and Formats setting

    Correct Answer
    B. The Pricing Decimal Precision system setting
    Explanation
    The correct answer is the Pricing Decimal Precision system setting. This setting allows you to configure the decimal precision for all currency fields in the organization. By setting the Pricing Decimal Precision, you can ensure that all currency calculations and display values adhere to the desired precision level. The Precision setting on each currency attribute, the Personal Standards and Formats setting, and the Organizational Standards and Formats setting may affect other aspects of currency display and formatting, but they do not specifically control the decimal precision for currency fields.

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  • 8. 

    Users in a Microsoft Dynamics CRM 2011 organization run Microsoft Dynamics CRM 2011 for Microsoft Office Outlook. Which of the following Outlook settings are managed by the Microsoft Dynamics CRM system settings? (Choose all that apply.)

    • A.

      Minimum times for synchronization processes

    • B.

      The synchronizing client

    • C.

      The process of updating parent accounts when contacts synchronize

    • D.

      The interval between sending of Microsoft Dynamics CRM email messages

    Correct Answer(s)
    A. Minimum times for synchronization processes
    D. The interval between sending of Microsoft Dynamics CRM email messages
    Explanation
    The Microsoft Dynamics CRM system settings manage the minimum times for synchronization processes and the interval between sending Microsoft Dynamics CRM email messages. These settings are controlled by the CRM system and can be configured to meet the organization's needs. The synchronizing client and the process of updating parent accounts when contacts synchronize are not managed by the CRM system settings.

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  • 9. 

    After installing a Microsoft Dynamics CRM 2011 managed solution, which of the following statements are true? (Choose all that apply.)

    • A.

      You can export the managed solution.

    • B.

      You can add solution components to the managed solution.

    • C.

      You cannot remove solution components from the managed solution.

    • D.

      Deleting the managed solution will uninstall all of its solution components.

    Correct Answer(s)
    C. You cannot remove solution components from the managed solution.
    D. Deleting the managed solution will uninstall all of its solution components.
    Explanation
    After installing a Microsoft Dynamics CRM 2011 managed solution, you cannot remove solution components from the managed solution. Deleting the managed solution will uninstall all of its solution components.

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  • 10. 

    When creating a solution using Microsoft Dynamics CRM 2011, which new solution component types can you add? (Choose all that apply.)

    • A.

      Entities

    • B.

      Connection roles

    • C.

      Client extensions

    • D.

      Service endpoints

    Correct Answer(s)
    A. Entities
    B. Connection roles
    Explanation
    In Microsoft Dynamics CRM 2011, when creating a solution, you can add new solution component types such as entities and connection roles. Entities represent the various data objects that can be managed within CRM, while connection roles define the relationships between different entities. These components are essential for designing and customizing the CRM solution to meet specific business requirements.

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  • 11. 

    Which of the following elements allow you to edit the Can be customized managed property? (Choose all that apply.)

    • A.

      A business entity in a managed solution

    • B.

      A business entity in an unmanaged solution

    • C.

      A custom component that is part of a default solution

    • D.

      A custom component that is part of an unmanaged solution

    Correct Answer(s)
    C. A custom component that is part of a default solution
    D. A custom component that is part of an unmanaged solution
    Explanation
    The Can be customized managed property can be edited for a custom component that is part of a default solution and a custom component that is part of an unmanaged solution. This means that if you have created a custom component and included it in either a default or an unmanaged solution, you have the ability to edit the Can be customized managed property for that component.

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  • 12. 

    Which of the following is a task-based privilege?

    • A.

      Append Note

    • B.

      Publish Articles

    • C.

      Share Opportunity

    • D.

      Write Contract

    Correct Answer
    B. Publish Articles
    Explanation
    A task-based privilege refers to a specific permission or authority granted to perform a particular task or action. In this context, "Publish Articles" is considered a task-based privilege as it grants the user the ability to publish articles. This privilege is typically given to individuals who have the responsibility or role of creating and sharing content on a platform or website.

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  • 13. 

    In Microsoft Dynamics CRM 2011, what are the default security settings for custom entities?

    • A.

      All roles have no access

    • B.

      All roles have read-only access

    • C.

      System Administrator and System Customizer roles have read-only access

    • D.

      System Administrator and System Customizer roles have full access.

    Correct Answer
    D. System Administrator and System Customizer roles have full access.
    Explanation
    In Microsoft Dynamics CRM 2011, the default security settings for custom entities are that the System Administrator and System Customizer roles have full access. This means that these roles have the ability to create, read, update, and delete records in the custom entities. Other roles, on the other hand, do not have any access or have read-only access to the custom entities.

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  • 14. 

    You are configuring the security access level on a custom user-owned entity named Conference. Users must be able to view Conferences owned by any user. Users must not be able to create Conferences owned by other users. Which privileges should you set on the Conference entity?

    • A.

      Organization Read access and User Create access.

    • B.

      User Read access and Business Unit Create access.

    • C.

      Business Unit Read access and User Create access.

    • D.

      Organization Read access and Organization Create access.

    Correct Answer
    A. Organization Read access and User Create access.
    Explanation
    The correct answer is "Organization Read access and User Create access." This is because the requirement states that users should be able to view Conferences owned by any user, which indicates the need for Organization Read access. Additionally, users should not be able to create Conferences owned by other users, so User Create access should be granted instead of Business Unit Create access.

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  • 15. 

    In Microsoft Dynamics CRM 2011, which security privileges are required for a user to attach a note to an organization-owned custom entity?

    • A.

      Append privilege on the Note entity and Append To privilege on the custom entity

    • B.

      Append To privilege on the Note entity and Append privilege on the custom entity

    • C.

      Create privilege on the Note entity and Append privilege on the custom entity

    • D.

      Share privilege on the Note entity and Write privilege on the custom entity

    Correct Answer
    A. Append privilege on the Note entity and Append To privilege on the custom entity
    Explanation
    To attach a note to an organization-owned custom entity in Microsoft Dynamics CRM 2011, the user needs to have the "Append" privilege on the Note entity, which allows them to add notes, and the "Append To" privilege on the custom entity, which allows them to associate the note with the custom entity. These privileges ensure that the user has the necessary permissions to perform both actions required to attach a note to the custom entity.

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  • 16. 

    You create a business unit in Microsoft Dynamics CRM 2011. You need to create a security role in the new business unit. The new security role will be identical to a security role that exists in another business unit. Both business units have the same parent business unit. What should you do?

    • A.

      Copy and modify the existing security role.

    • B.

      Create a custom security role in the new business unit.

    • C.

      Link the existing security role to the new business unit.

    • D.

      Share the existing security role with the new business unit.

    Correct Answer
    B. Create a custom security role in the new business unit.
    Explanation
    Creating a custom security role in the new business unit is the correct answer because it allows you to create a security role that is tailored specifically for the new business unit. Copying and modifying the existing security role may not be ideal as it may not align with the unique requirements of the new business unit. Linking the existing security role or sharing it with the new business unit would not create a separate security role for the new business unit.

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  • 17. 

    In Microsoft Dynamics CRM 2011, with which of the following does the Share privilege allow users to share records? (Choose all that apply.)

    • A.

      Other users

    • B.

      Other teams

    • C.

      Any child business unit

    • D.

      Any other business unit

    Correct Answer(s)
    A. Other users
    B. Other teams
    Explanation
    The Share privilege in Microsoft Dynamics CRM 2011 allows users to share records with other users and other teams. This means that users can grant access to specific records to other individuals or teams within the organization. However, the Share privilege does not allow sharing with any child business unit or any other business unit.

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  • 18. 

    Which of the following privileges are necessary to allow a Microsoft Dynamics CRM 2011 user to implement a managed solution? (Choose all that apply.)

    • A.

      Create privileges on Service Endpoints

    • B.

      Read privileges for the Solution entity

    • C.

      Read privileges for the Plug-in Assembly entity

    • D.

      The Import Customizations privilege set to On

    • E.

      The Publish Customizations privilege set to On

    Correct Answer(s)
    B. Read privileges for the Solution entity
    D. The Import Customizations privilege set to On
    E. The Publish Customizations privilege set to On
    Explanation
    To implement a managed solution in Microsoft Dynamics CRM 2011, the user needs to have the following privileges:
    1. Read privileges for the Solution entity: This allows the user to view and access the solution entity, which is necessary for implementing a managed solution.
    2. The Import Customizations privilege set to On: This privilege enables the user to import customizations, including managed solutions, into the CRM system.
    3. The Publish Customizations privilege set to On: This privilege allows the user to publish the customizations made, including the managed solution, making them available for use by other users.

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  • 19. 

    In which of the following Microsoft Dynamics CRM 2011 fields can you create field-level security profiles with privileges to data? (Choose all that apply?)

    • A.

      Standard fields in standard entities

    • B.

      Standard fields in custom entities

    • C.

      Custom fields in standard entities

    • D.

      Custom fields in custom entities

    Correct Answer(s)
    C. Custom fields in standard entities
    D. Custom fields in custom entities
    Explanation
    In Microsoft Dynamics CRM 2011, you can create field-level security profiles with privileges to data in both custom fields in standard entities and custom fields in custom entities. This means that you can define specific security settings for these fields to control who has access to view, edit, or delete the data in those fields. However, you cannot create field-level security profiles for standard fields in either standard entities or custom entities.

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  • 20. 

    You are adding a user to Microsoft Dynamics CRM 2011 by using the Add User wizard. Which security roles are available in the Add User wizard when you create a new user?

    • A.

      Only built-in security roles

    • B.

      Built-in and custom security roles

    • C.

      Only the security roles contained in the business unit of the new user

    • D.

      None (security roles are added after the user is created)

    Correct Answer
    C. Only the security roles contained in the business unit of the new user
    Explanation
    When adding a user to Microsoft Dynamics CRM 2011 using the Add User wizard, only the security roles contained in the business unit of the new user are available. This means that the user can only be assigned security roles that are specific to their business unit, limiting their access and permissions within the CRM system. The option of selecting both built-in and custom security roles or adding security roles after the user is created is not available in this scenario.

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  • 21. 

    You are adding a sales team member to a Microsoft Dynamics CRM 2011 organization. You need to assign the Salesperson security role to the new user. What are possible ways to achieve this goal? (Choose all that apply.)

    • A.

      Assign the user to the Salesperson team queue.

    • B.

      Assign the Salesperson role to the user upon creation.

    • C.

      Assign the user to a team that has the Salesperson role assigned.

    • D.

      Assign the user to a business unit that has the Salesperson role assigned.

    Correct Answer(s)
    B. Assign the Salesperson role to the user upon creation.
    C. Assign the user to a team that has the Salesperson role assigned.
    Explanation
    The Salesperson security role can be assigned to the new user in two possible ways. Firstly, the role can be assigned to the user upon creation, ensuring that the user has the necessary permissions from the start. Secondly, the user can be assigned to a team that already has the Salesperson role assigned, allowing them to inherit the permissions associated with that role.

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  • Current Version
  • Mar 22, 2023
    Quiz Edited by
    ProProfs Editorial Team
  • Dec 20, 2011
    Quiz Created by
    MatthewTheRaven

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