MB2-712 Exam Questions

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...

What should you configure before you Create goals in Microsoft Dynamics CRM?

To which Microsoft Dynamics CRM object can you apply business rules?

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...

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...

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 thr...

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 cor...

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?

An organization acquires your company. You need to change the root business unit in Microsoft Dynamics CRM. What should you do?

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?

You are customizing Microsoft Dynamics CRM. What should you do before you delete a custom entity?

You add a Roll up field to the Microsoft Dynamics CRM Account entity to calculate the sum of related Opportunity Estimated Revenue. How frequently will Dynamics CRM automatically r...

You are a Microsoft Dynamics CRM consultant. You are assigned a new implementation. Before you configure the customer's environment you want to set the Option Value Prefix for your...

In Microsoft Dynamics CRM, you create a custom Event entity tor storing events and a custom Event Type entity for storing possible Event Types for events. You want to store one or...

You customize Microsoft Dynamics CRM for a customer. Your customer has the following requirements for custom attributes: - Users should not be able to add filters for this field in...

You want users to be able to access a custom entity from Microsoft Dynamics CRM for Tablets. Which two actions should you perform? Each correct answer presents part of the solution...

You are creating a solution in Microsoft Dynamics CRM that has new custom entities and attributes. Which two Data Types are supported for Calculated fields? Each correct answer pre...

You are a Microsoft Dynamics CRM specialist for an organization. The marketing and sales teams at the organization exist within different business units. Your organization decides...

A contractor is creating custom reports in your Microsoft Dynamics CRM database. You need to prevent unnecessary access to sensitive account data. Which security role should you as...

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.

You have a Dynamics CRM organization. The account entity must appear as Company to all users. Which two fields should you change? Each correct answer presents

You are creating a relationship between two entities. You need to define a relationship type that will create a lookup field on one of the entities. Which type of relationship shou...

You have a Dynamics CRM organization. You create a custom entity named Real Estate Property. You are creating a one-to-many (1:N) relationship between the account entity and Real E...

You need to create a field on the account entity. The field must display the total value of all the open orders for an account. any sub-accounts of the account. Which two actions s...

You create a vehicle entity to track the vehicles owned by a contact. You create a one-to-many (1 :N) relationship from the contact to the vehicle. You need to ensure that the vehi...

You need to identify for which types of entities you can configure status reason transitions. Which two entity types should you identify? Each correct answer presents a complete so...

You have a custom field . You need to ensure that the field appears in Advanced Find results. What should you configure for the field?

You are preparing entity customizations that will be exported as part of a managed solution. You need to identify for which field types of an entity you can customize the Managed P...

You have a Dynamics CRM Online organization. You need to identify the maximum number of rollup fields that you can define for an entity by default. What should you identify?

You have a Dynamics CRM organization that contains a custom entity named Vehicle. You configure an entity mapping for the relationship between the contact entity and the Vehicle en...

You have a Dynamics CRM organization. You create a new entity named Question. You create a Quick Create form for the entity. You discover that when you create new records, the Quic...

You have a Dynamics CRM organization. An administrator creates and publishes a new activity entity. You discover that some of the fields of the entity definition contain incorrect...

You have a Dynamics CRM development environment and a Dynamics CRM production environment. You have a project solution in the development environment. You need to import the soluti...

You import a managed solution to a Dynamics CRM organization. The solution contains a new entity named Loan. The Loan entity is not referenced by any other solutions in the organiz...

You have a custom entity in Dynamics CRM. You want users to be able to search and use knowledge base articles directly from the Main form of the custom entity. You discover that yo...

You enable access teams on the account entity and you create a new access team template named Collaborate Access. You need to ensure that users can share account records by using A...

You create a new solution in a Dynamics CRM organization. You add a contact entity to the solution. You add a new rollup field to the contact entity. You need to identify what occu...

You have a Dynamics CRM organization. You have a team named Team1 that has three members named User1, User2 and User3. Team1 currently owns 200 active contacts. User1 fails to see...

You have a Dynamics CRM organization. A user named User1 creates a personal chart. You need to make the personal chart into a system chart. What should you do?

You have a Dynamics CRM organization. You create an option set for a view. The option set contains the values configured as shown in the following table. What is the default sort o...

You have a Dynamics CRM organization. You have a system view for contacts that is used only by a user named User1. Currently, the system view is listed as the first view for a* of...

For the account entity, you need a form that can be opened by sales users only. You save a copy of the main contact form and you name the copy Sales form. What should you do next?

You add a currency field to a form in Dynamics CRM. You need to provide users who access CRM from their mobile phone with the ability to enter the credit limit by using a slider. W...

You create two solutions named A and B in the same Dynamics CRM organization. You add the account entity to both solutions. You need to identify what will occur when you attempt to...

You need to make a business process flow for a custom entity. What should you do first?

A user attempts to import data to Dynamics CRM, but all of the records fail to import because of a business rule that you created. You need to ensure that the user can import the r...

You are creating a business rule for the account entity. You are configuring a new condition for the rule to compare the Credit Limit field . The data type for the Credit Limit fie...

You have an entity that has two activated business process flows named BPF1 and BPFZ. A user starts a process by using BPF1, but then discovers that BPF2 must be used. What should...

You need to create a business rule that you can run on a Quick Create form named New Form. What are two possible scopes that you can use to achieve the goal? Each correct answer pr...

A user is creating a new workflow and accidentally sets the primary entity to Contract instead of Contact. You need to ensure that the primary entity of the workflow is set to Cont...