passguide mb2-866
Microsoft MB2-866
Microsoft Dynamics CRM 2011, Customization and Configuration
Exam MB2-866:
Microsoft Dynamics CRM 2011 Customization and Configuration
Published: April 18, 2011
Language(s): English, French, German, Italian, Japanese, Russian, Spanish, Portuguese (Brazil), Chinese (Simplified)
Audience(s): IT Professionals
Technology: Microsoft Dynamics CRM 2011
Type: Proctored Exam
Overview
Skills Measured
Preparation Materials
Community
About this Exam
This certification exam measures your ability to understand and articulate how to customize and configure Microsoft Dynamics CRM 2011 including configuring a Microsoft Dynamics CRM organizational structure, managing users & teams and security, customizing attributes and entities, customizing relationships and mappings, configuring auditing, managing forms & views and charts, and implementing a Microsoft Dynamics CRM solution.
Exam Topics Covered
The following list includes the topic areas covered on this exam.
Configuring a Microsoft Dynamics CRM Organizational Structure
Managing Users & Teams and Security
Customizing Attributes and Entities
Customizing Relationships and Mappings
Configuring Auditing
Managing Forms, Views, and Charts
Implementing a Microsoft Dynamics CRM Solution
Audience Profile
This exam is intended for Microsoft Dynamics CRM Implementation Consultants and Customizers who will configure the application’s organizational settings and customize the application using built-in customization tools.
Additional Skills Recommended:
Must have a working knowledge of Microsoft Dynamics CRM 2011 usage and of solving real-world business problems by using Microsoft Dynamics CRM 2011. It is recommended, but not required, that examinees have completed Microsoft Dynamics CRM 2011 Applications training.
Credit Toward Certification
When you pass Exam MB2-866: Microsoft Dynamics CRM 2011 Customization and Configuration, you complete the requirements for the following certification(s):
Microsoft Dynamics Certified Technology Specialist
Exam MB2-866: Microsoft Dynamics CRM 2011 Customization and Configuration: counts as credit toward the following certification(s):
Microsoft Certified IT Professional – Applications for Microsoft Dynamics CRM 2011
Microsoft Certified IT Professional – Developer for Microsoft Dynamics CRM 2011
Microsoft Certified IT Professional – Installation and Deployment for Microsoft Dynamics CRM 2011
Note This preparation guide is subject to change at any time without prior notice and at the sole discretion of Microsoft. Microsoft exams might include adaptive testing technology and simulation items. Microsoft does not identify the format in which exams are presented. Please use this preparation guide to prepare for the exam, regardless of its format.
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Question: 1
Which of the following statements applies to both Microsoft Dynamics CRM 2011 on-premises and Microsoft Dynamics CRM Online 2011?
A. supports custom workflow assemblies
B. supports Internet lead capture
C. allows a maximum of 2048 fields per entity
D. allows offline synchronization with Microsoft Outlook 2010
Answer: D
Question: 2
When creating a solution using Microsoft Dynamics CRM 2011, which new solution component types can you add? (Choose all that apply.)
A. entities
B. client extensions
C. connection roles
D. service endpoints
Answer: A, B
Question: 3
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. the interval between sending of Microsoft Dynamics CRM email messages
B. minimum times for synchronization processes
C. the process of updating parent accounts when contacts synchronize
D. the synchronizing client
Answer: A, D
Question: 4
Which of the following are features of the Microsoft Dynamics CRM 2011 platform? (Choose all that apply.)
A. controlling access to the database through the data access layer
B. raising events for workflow processes
C. controlling access to objects through security
D. enforcing the population of required custom fields on a record
Answer: B, D
Question: 5
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 Pricing Decimal Precision system setting
B. the Personal Standards and Formats setting
C. the Organizational Standards and Formats setting
D. the Precision setting on each currency attribute
Answer: A
Question: 6
Which type of customization is not supported by Microsoft Dynamics CRM 2011?
A. customizing the Microsoft Dynamics CRM schema
B. automating business processes through Microsoft Dynamics CRM dialogs
C. extending Microsoft Dynamics CRM by using application event programming
D. creating entities, fields, forms and charts within Microsoft Dynamics CRM
E. modifying the Microsoft Dynamics CRM website files and settings
Answer: B
Question: 7
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 not be able to log on to Microsoft Dynamics CRM.
B. Users assigned to the disabled business unit will be reassigned to the root business unit.
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.
Answer: A, B, C
Question: 8
After installing a Microsoft Dynamics CRM 2011 managed solution, which of the following statements are true? (Choose all that apply.)
A. You can add solution components to the managed solution.
B. You cannot remove solution components from the managed solution.
C. You can export the managed solution.
D. Deleting the managed solution will uninstall all of its solution components.
Answer: C, D
Question: 9
You need to block file extensions on Microsoft Dynamics CRM 2011 attachments. Where do you make this change?
A. in the system-based email settings
B. in the system settings
C. in the data management tool
D. in the user-based email settings
Answer: A
Question: 10
Which of the following elements allow you to edit the Can be customized managed property? (Choose all that apply.)
A. a custom component that is part of a default solution
B. a custom component that is part of an unmanaged solution
C. a business entity in a managed solution
D. a business entity in an unmanaged solution
Answer: C, D
Question: 11
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 units root business unit.
B. Copy the business unit to the new position in the organizational hierarchy.
C. Change the business unit’s parent business unit.
D. Disable the business unit, change the business units organization team and then activate the business unit.
Answer: B
Question: 12
You need to configure the Microsoft Dynamics CRM 2011 Order form to display all products for the current order. What should you add to the Order form?
A. a section
B. a lookup field based on the Product field
C. a Data (XML) web resource
D. a sub-grid based on Order Products entity
Answer: D
Question: 13
When a user performs a quick find in Microsoft Dynamics CRM 2011, which fields in the file does the system search?
A. all fields
B. all fields that are displayed as columns in the users current view
C. all fields that are Find Columns in the Quick Find view
D. all required fields
Answer: C
Question: 14
A company uses Microsoft Dynamics CRM 2011 with existing Opportunity records. You add a field to the Opportunity entity, set the Requirement Level for the new field to Business Required, and publish all customizations. Users can edit existing records and save new records without entering data in the new field. You need to ensure that users cannot save new or edited Opportunity records without entering data in the new field. What should you do?
A. Add the new field to the Dependent Fields list for the Opportunity form.
B. Add the new field to the Opportunity form.
C. Create a web resource to validate data entry.
D. Create a workflow to validate data entry.
Answer: C
Question: 15
In Microsoft Dynamics CRM 2011, which of the following statements about security roles is true?
A. Security roles can be used to restrict access to fields.
B. Security roles can be used to vary the fields available to users on forms.
C. To view any form, a user must be given explicit access to the form based on security roles.
D. Security roles can be used to restrict access to entities, but not to forms.
Answer: B
Question: 16
A company uses Microsoft Dynamics CRM 2011. Which of the following chart configurations supports data drill-down?
A. an imported stacked (comparison) system chart
B. an imported stacked (comparison) user chart
C. a chart with a category axis displaying a searchable field
D. a chart that you are viewing from a list of associated records
Answer: C
Question: 17
The Microsoft Dynamics CRM 2011 Account entity has multiple main forms. Which of the following determines which main form is shown to a specific user?(Choose all that apply.)
A. the user is assigned to the form directly
B. the form is enabled for fallback
C. another user has shared the form
D. the users security role is assigned to the form
E. the user is a member of a team that has the role that is assigned to the form
Answer: A, D, E
Question: 18
In Microsoft Dynamics CRM 2011, you create a two-dimensional bar chart for the Activities list. You need to display a three-dimensional version of the bar chart. What should you do?
A. Export the chart to Microsoft Excel 2010, edit the chart format, and then import the Excel file as a new chart element.
B. Export the chart as an XML file, edit the XML, and then import the XML file as a new chart element.
C. Edit the existing chart within Microsoft Dynamics CRM.
D. Recreate the chart within Microsoft Dynamics CRM.
Answer: C
Question: 19
In Microsoft Dynamics CRM 2011, how many sort columns can you configure for a view?
A. no more than three
B. no more than two
C. only one
D. no more than four
Answer: B
Question: 20
You need to create a new custom mobile form for an entity in a Microsoft Dynamics CRM 2011 organization. Which fields are selected by default for the mobile form?
A. all fields that exist on the default mobile form
B. all required fields and only the required fields
C. all fields that exist on the default main form
D. none; you must manually add fields to the custom mobile form
Answer: B
Question: 21
You need to add a data series to the Top 10 Customers system chart in the Microsoft Dynamics CRM 2011 Opportunities form. What should you do?
A. Export the existing chart. Modify the XML to add the data series, and then import the chart.
B. Edit the existing chart to add the data series.
C. Create a new chart and add the data series to the new chart.
D. Make a copy of the existing chart, and then edit the new chart to add the data series.
Answer: D
Question: 22
You need to change the order of the related entities in the Common navigation group of the Microsoft Dynamics CRM 2011 Account form. Which should you do?
A. In the Relationships Properties window, edit the display order of the navigation items.
B. Drag and drop to reorder the Navigation-related entities on the Account form.
C. In the field explorer, drag and drop to reorder the entities on the Account form.
D. Drag and drop to reorder the entities in the body of the Account form.
Answer: B
Question: 23
In Microsoft Dynamics CRM 2011, which of the following components are parts of a view definition? (Choose all that apply.)
A. a column list
B. records per page setting
C. filter criteria
D. sub-grid properties
Answer: A, B
Question: 24
You need to customize multiple Microsoft Dynamics CRM 2011 forms to display a third-party Microsoft Silverlight component. What should you do?
A. Copy the Silverlight component to the ISV folder on the CRM web server. Customize each of the CRM forms to include an Iframe that references the Silverlight component.
B. Create a Silverlight (XAP) web resource. Customize each of the CRM forms to include the XAP web resource.
C. Create a Data (XML) web resource that references the Silverlight component. Customize each of the CRM forms to include the XML web resource.
D. Create a Web Page (HTML) web resource. Add Silverlight XAML to the web resource. Customize each of the CRM forms to include the HTML web resource.
Answer: A
Question: 25
In Microsoft Dynamics CRM 2011, what are the default security settings for custom entities?
A. System Administrator and System Customizer roles have read-only access.
B. All roles have read-only access.
C. System Administrator and System Customizer roles have full access.
D. All roles have no access.
Answer: D
Question: 26
In Microsoft Dynamics CRM 2011, which security privileges are required for a user to attach a note to an organization-owned custom entity?
A. Create privilege on the Note entity and Append privilege on the custom entity
B. Append privilege on the Note entity and Append To privilege on the custom entity
C. Share privilege on the Note entity and Write privilege on the custom entity
D. Append To privilege on the Note entity and Append privilege on the custom entity
Answer: A
Question: 27
In Microsoft Dynamics CRM 2011, with which of the following does the Share privilege allow users to share records? (Choose all that apply.)
A. any child business unit
B. any other business unit
C. other users
D. other teams
Answer: A, B
Question: 28
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 a team that has the Salesperson role assigned.
B. Assign the user to a business unit that has the Salesperson role assigned.
C. Assign the Salesperson role to the user upon creation.
D. Assign the user to the Salesperson team queue.
Answer: B, C
Question: 29
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. built-in and custom security roles
B. only the security roles contained in the business unit of the new user
C. none (security roles are added after the user is created)
D. only built-in security roles
Answer: C
Question: 30
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. Create a custom security role in the new business unit.
B. Link the existing security role to the new business unit.
C. Share the existing security role with the new business unit.
D. Copy and modify the existing security role.
Answer: B
Question: 31
A custom Microsoft Dynamics CRM 2011 team named SalesTeam1 merges with another team within the organization. You plan to remove SalesTeam1 from the organization by using functionality available from the Microsoft Dynamics CRM user interface. You need to prepare SalesTeam1 for deletion. What should you do?
A. Change SalesTeam1′s business unit.
B. Delete SalesTeam1′s connections.
C. Reassign SalesTeam1′s records to a different team or user.
D. Remove all users from SalesTeam1.
Answer: D
Question: 32
Which of the following is a task-based privilege?
A. Publish Articles
B. Share Opportunity
C. Append Note
D. Write Contract
Answer: B
Question: 33
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. Read privileges for the Solution entity
B. Read privileges for the Plug-in Assembly entity
C. Create privileges on Service Endpoints
D. the Import Customizations privilege set to On
E. the Publish Customizations privilege set to On
Answer: B, D, E
Question: 34
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 Organization Create access.
B. Organization Read access and User Create access.
C. User Read access and Business Unit Create access.
D. Business Unit Read access and User Create access.
Answer: A
Question: 35
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. custom fields in standard entities
B. standard fields in standard entities
C. standard fields in custom entities
D. custom fields in custom entities
Answer: C, D
Question: 36
Changes to records on a custom Microsoft Dynamics CRM 2011 entity are not being recorded in the audit logs. Which settings are necessary to ensure that changes to the records are properly recorded? (Choose all that apply.)
A. Configure the Audit Log Management entity to record data in the current calendar quarter.
B. Enable auditing for the entity.
C. Set the View Audit Partition security privilege to Organization for all users.
D. In System Settings, enable the Start Auditing setting.
Answer: A, B
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