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You use Microsoft Dynamics CRM Goal Management to define sales goals over a period of time.
You need to track actual and in-progress values for sales.
Which goal metric should you configure?
A. Amount Data Type
B. Rollup Fields
C. Metric Type
D. Fiscal Periods
What should you configure before you Create goals in Microsoft Dynamics CRM?
A. Fiscal Period
B. Target Value
C. Goal Owner
D. Goal Metric
To which Microsoft Dynamics CRM object can you apply business rules?
A. A dashboard
B. A form
C. A view
D. A chart
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.
A. All tasks and emails related to this account via the to attribute are also assigned to this user.
B. All tasks and emails related to this account via the to attribute are also shared to this user.
C. All tasks and emails related to this account via the regarding attribute are also shared to this user.
D. All tasks and emails related to this account via the regarding attribute are also assigned to this user.
You are creating charts for a dashboard in Microsoft Dynamics CRM.
Which three types of charts can you use for multi-series charts? Each correct answer presents a complete solution. Choose three.
You create a new solution for your company in Microsoft Dynamics CRM.
At which three levels can you configure auditing? Each correct answer presents a complete solution. Choose three
C. business unit
You are creating a security role in Microsoft Dynamics CRM.
You want users with the role to be able to add notes to cases.
Which two privileges should you add to the role? Each correct answer presents part of the solution. Choose two.
A. Append privilege on cases
B. Append privilege on notes
C. Append To privilege on cases
D. Append To privilege on notes
You are configuring user access in Microsoft Dynamics CRM.
You need each account to have a unique group of people who have write permissions to the account.
What should you do?
A. Have Dynamics CRM automatically create access teams for each record, and manually share the account with the appropriate
B. Create an owner team, and assign the accounts to the owner team.
C. Create an access team template, and add to the account form a sub-grid that references the access team template.
D. Manually create an access team record for each account and assign the account to the access team.
An organization acquires your company.
You need to change the root business unit in Microsoft Dynamics CRM.
What should you do?
A. Rename the root business unit with the new company name.
B. Create a new business unit and reassign it as the root business unit.
C. Rename the organization in the System Settings.
D. Create a new business unit and re-parent the original root business unit
You are customizing Microsoft Dynamics CRM.
You want to create a new custom entity Project.
You need to be able to assign owner teams to it.
Which ownership type should you use?
A. access team
C. owner team
D. user or team
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admin March 28th, 2017