Apply Custom Filter on Lookup Field in Dynamics CRM using Script

We can achieve it simply by editing existing fetchXml


var fetchXml = "<filter type='and'>" +
                         "<condition attribute='attributename' operator='eq' value='" + attributeValue + "' />" +
                           "</filter>";
Xrm.Page.getControl("lookupfield").addCustomFilter(fetchXml);


Please click on this link for more details

           

Disable/Hide an option set value

Get Option Set selected Text and Value
var osTextValue = UpdateOptionSetCatA1.getAttribute().getText();
var osValue = UpdateOptionSetCatA1.getAttribute().getValue();

Disable/Hide an option set value

function UpdateOptionSet() {  

var UpdateOptionSetSchema = Xrm.Page.ui.controls.get("new_optionsetschema");

   var osValue= UpdateOptionSetSchema.getAttribute().getValue();

if (osValue== null){

Xrm.Page.getControl("new_optionsetschema").removeOption('optionsetIntegerValue');

}

if (osValue!= 'optionsetIntegerValue'){

Xrm.Page.getControl("new_optionsetschema").removeOption('optionsetIntegerValue');

}

}

Reset field value to the default optionset option with Javascript

I think you might be able to get that value by using the getInitialValue method

var defaultValue = Xrm.Page.getAttribute(osName).getInitialValue();

Xrm.Page.getAttribute(osName).setValue(defaultValue);

Hope this helps.

Thanks,

Anuj Govil

Plugin differences in CRM 4.0 and 2011

5 syntax changes in Dynamics CRM 2011 plugins

There are number of changes between Dynamics CRM 2011 SDK and CRM 4 SDK. Let’s take a look at what has changed between plugins.

1. The IPlugin now resides in Microsoft.Xrm.Sdk namespace instead of Microsoft.Crm.Sdk
public class ClassName : Microsoft.Crm.Sdk.IPlugin public class ClassName : Microsoft.Xrm.Sdk.IPlugin
2. The Execute method signature of the IPlugin interface has changed, it now expects an IServiceProvider  instead of the IPluginExecutionContext.
public void Execute(IPluginExecutionContext context) public void Execute(IServiceProvider serviceProvider)
3. To get a reference to the IPluginExecutionContext you now need to call the GetService method of the  IServiceProvider interface.
public void Execute(IPluginExecutionContext context) Microsoft.Xrm.Sdk.IPluginExecutionContext context =(Microsoft.Xrm.Sdk.IPluginExecutionContext) serviceProvider.GetService(typeof(Microsoft.Xrm.Sdk.IPluginExecutionContext));
4. ICrmService has been changed to IOrganizationService.
ICrmService sdk = context.CreateCrmService(true); IOrganizationServiceFactory factory = (IOrganizationServiceFactory) serviceProvider.GetService(typeof(IOrganizationServiceFactory)); IOrganizationService sdk = factory.CreateOrganizationService(context.UserId);
5. DynamicEntity has been changed to Entity.     ·         Properties property of DynamicEntity no longer exists     ·         Getting and Setting values no longer use *Property classes,       eg: no more KeyProperty, StringProperty…etc, simply do int value = (int)entity[“schema_name”];
if (context.InputParameters.Properties.Contains("Target") && context.InputParameters.Properties["Target"] is DynamicEntity) if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity) If any query please let me know. Thanks & Cheers!!!

How to debug workflow assemblies and plug-ins in MSCRM 4.0

Remote debugging sounds like the title to a book but it isn't - in truth, I have never used remote debugging because haven't needed to. In MSCRM 3.0 the exceptions bubbled up nicely in workflow and I could do a lot on my own machine. However in MSCRM 4.0, those exceptions don't bubble up nicely :( All you get is something like this:

Beside's adding logging to your assembly (which you should do anyway), what's a dev to do now? You can now debug your plug-in's and custom workflow activities using the remote debugging facility in Visual Studio and that's what I hope to show in the next 9 easy steps!

1. On your machine you'll find a folder <system drive>\Program Files\Microsoft Visual Studio 9.0\Common7\IDE\Remote Debugger (assuming you installed Visual Studio 2008 to the default location) which contains an x86 folder. Copy that to the MSCRM server and run the msvsmon.exe file.
2. Now click Tools -> Permissions and give yourself access to it.
3. Now load you plug-in or custom workflow activity (when I refer to plug-in for the rest of the document it means both, unless otherwise stated) using the *cough*annoying*cough* plug-in registration/developer tool.
4. Next copy the PDB file for your assembly to the <system drive>\Program Files\Microsoft Dynamics CRM\Server\bin\assembly (assuming you installed MSCRM 4.0 to the default location).
5. Now to finish up the MSCRM server side do an IISReset and restart the Async Windows Service.
6. Back on your machine now in Visual Studio, set a break point in your code.
7. Next click Debug -> Attach to Process. The transport should be Default and the Qualifier should be <domain>\<username running msvsmon.exe on the server>@<Server name>. Note: You can get this from the Tools -> Options in msvsmon.exe. You may need to do some firewall configuration but it should be automated.
8. Next select the process to attach to, for an online plug-in, attach the debugger to the w3wp.exe process on the Microsoft Dynamics CRM server. For an offline plug-in, attach the debugger to the Microsoft.Crm.Application.Hoster.exe process. For asynchronous registered plug-ins or custom workflow activity attach to the CrmAsyncService.exe process.
9. Now do whatever is needed to trigger your event and watch Visual Studio on your machine do it's magic!

MS CRM Certification Questions

1.1 MB-632

1. 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 No 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. Change the requirement level of the Alias Name field to No 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.

B.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.

C.In the Form Editor, add a new tab.Edit the two fields, and change their location to this new tab.

D.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.

Answer: B

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

A.Rename the entity views to reflect the new name.

B.Change the Name and Plural Name.

C.Change the text in the messages associated with the entity.

D.Publish the changes to the entity.

Answer: C

3. 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 s from Works. The company has asked you how they can change this. What action do you take?

A.Edit the Business Unit name and correct the spelling, save and publish to all users.

B.Disable the Business Unit and create a new one with the correct spelling.

C.Uninstall and re-install Microsoft Dynamics CRM 4.0 using the correct spelling.

D.Create a new Business Unit with the correct spelling, assign it to the original root and then disable the original root.

Answer: C

4.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.Microsoft Office Outlook Folders specific to Microsoft Dynamics CRM.

C.Custom picklists.

D.Offline Synchronization user interface.

Answer: BD

5. 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.Updating a non-financial field on an Opportunity record.

B.Changing the status of an Opportunity record.

C.Assigning an Opportunity record to a different user.

D.Updating a financial field on an Opportunity record.

Answer: BD

6. 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, Fabrikam 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.USD

B.GBP

C.EURO

D.No currency will be set by default

Answer: C

7. 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 theAccount.

B.Share privilege on the Note. Write privilege on theAccount.

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

8. 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.You will not be permitted to add a new user account

B.The new user account will be created, and the Restricted Access Mode option will be automatically set on the 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

9. 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. Enable the appropriate Business Unit when the users need access, and disable the Business Unit when you want to prevent access.

B.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.

C.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.

D.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.

Answer: A

10. 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 Parent: Child Business Unit.Create privilege with access level set to User.

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

1.2 MB631

Question: 1

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

Answer: C

Question: 2

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. You will not be permitted to add a new user account B. The new user account will be created, and the Restricted Access Mode option will be automatically set on the 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: 3

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 one team and add the selected users from both business units to the team. Share the Contracts with this team. B. 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. C. 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. D. 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.

Answer: A

For interactive and self-paced preparation of exam MB2-631, try our practice exams. Practice exams also include self assessment and reporting features
2

Question: 4

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

Answer: A, D

Question: 5

You are responsible for managing users within your company’s Microsoft Dynamics CRM 4.0 implementation. The implementation contains Business Units, astern Region and estern Region both of which have the same parent Business Unit, hannel 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 hannel Sales & Marketing Business Unit. How should you do this? A. 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. 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. Copy the Sales Team Leader role from the Eastern Region to the Western Region. Add the user to this newly copied role. D. Change the user Business Unit to Western Region. Add the user to the Sales Team Leader role in the Western Region.

Answer: D

Question: 6

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. Add each user individually within CRM. Set the appropriate Security role, Business Unit and CRM license when adding each user.

For interactive and self-paced preparation of exam MB2-631, try our practice exams. Practice exams also include self assessment and reporting features
3

B. 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. C. 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. D. 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.

Answer: B

Question: 7

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

Answer: B, D

Question: 8

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. INC-1234-J1BZJ7 B. INC-1234-J1BZJ C. TTS-1234-J1BZJ7 D. TTS-1234-J1BZJ

Answer: A

For interactive and self-paced preparation of exam MB2-631, try our practice exams. Practice exams also include self assessment and reporting features
4

Question: 9

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 Contact records will be updated to display the new format, but Outlook users must close and re-open Outlook to see the change. D. All existing Contact records will remain unchanged. New Contact records will display the new format.

Answer: D

Question: 10

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

For interactive and self-paced preparation of exam MB2-631, try our practice exams. Practice exams also include self assessment and reporting features

QUESTION: 1 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. Edit the Business Unit name and correct the spelling, save and publish to all users. B. Disable the Business Unit and create a new one with the correct spelling. C. Uninstall and re-install Microsoft Dynamics CRM 4.0 using the correct spelling. D. Create a new Business Unit with the correct spelling, assign it to the original root and then disable the original root.

Answer: C

QUESTION: 2 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. You will not be permitted to add a new user account B. The new user account will be created, and the Restricted Access Mode option will be automatically set on the 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: 3 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 one team and add the selected users from both business units to the team. Share the Contracts with this team. B. 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. C. 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. D. 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.

Answer: A

QUESTION: 4 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. Give the Translations Manager a security role that has Organizational access level to ‘Language settings’. B. Tell the Translations Manager how to enable and disable language packs. C. Install all language packs on all client computers. D. Give the Translations Manager a security role that has Organizational access level for the Assign privilege on the Language entity.

Answer: A, B

QUESTION: 5 You are responsible for managing users within your company’s Microsoft Dynamics CRM 4.0 implementation. The implementation contains Business Units, astern Region and estern Region both of which have the same parent Business Unit, hannel 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 hannel Sales & Marketing Business Unit. How should you do this?

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

Answer: D

QUESTION: 6 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. Add each user individually within CRM. Set the appropriate Security role, Business Unit and CRM license when adding each user. B. 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.

C. 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. D. 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.

Answer: B

QUESTION: 7 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. Updating a non-financial field on an Opportunity record. B. Changing the status of an Opportunity record. C. Assigning an Opportunity record to a different user. D. Updating a financial field on an Opportunity record.

Answer: B, D

QUESTION: 8 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?

Answer: A

QUESTION: 9 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 Contact records will be updated to display the new format, but Outlook users must close and re-open Outlook to see the change. D. All existing Contact records will remain unchanged. New Contact records will display the new format.

Answer: D

QUESTION: 10 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: 11 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 Parent: Child Business Unit. Create privilege with access level set to User. B. Read privilege with access level set to Business Unit. Create privilege with access level set to User. C. Read privilege with access level set to User. Create privilege with access level set to Business Unit. D. Read privilege with access level set to Organization. Create privilege with access level set to User.

Answer: B

QUESTION: 12 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. Enable the appropriate Business Unit when the users need access B. Business Unit when you want to prevent access. C. 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. D. 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. E. 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.

Answer: A

QUESTION: 13 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 ew Quote and then add Fabrikam Inc. as the potential customer. What currency will be set on the new Quote?

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

Answer: C

QUESTION: 14 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. Microsoft Office Outlook Folders specific to Microsoft Dynamics CRM. C. Custom picklists. D. Offline Synchronization user interface.

Answer: B, D

QUESTION: 15

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

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

Answer: C

QUESTION: 16 The General tab of the Account form contains the following fields: aAlias Name and rating The AAlias Name field has a requirement level of Business Required. The Rating field has a requirement level of o 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. 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 B. 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. C. In the Form Editor, add a new tab. Edit the two fields, and change their location to this new tab. D. 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.

Answer: B

QUESTION: 17 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. Use Advanced Find to create new Account view with the appropriate filter and columns. Save the view, and share read permission to all users. B. 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. C. Use Advanced Find to create new Account view with the appropriate filter and columns. Save the view, and publish the Account entity. D. 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.

Answer: A, B

QUESTION: 18 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. Open the form, add a section and select the form assistant. B. Navigate to Information. On the General tab, check nable form assistant C. Open the form and select Properties. On the Display tab, check nable form assistant D. Open the form, add an Iframe and select the type to be orm assistant

Answer: C

QUESTION: 19 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 Associated View, and add the Internal Order Number field as a column. B. Navigate to the Views area of the Account Customization window. Edit the Lookup View, and add the Internal Order Number field as a column. C. Navigate to the Views area of the Order Customization window. Edit the Lookup 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: 20 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 close down the web browser and open it again to receive the changes. B. Ask the users to refresh the web browser using F5. C. Share the view to users. D. Publish the changes to the Account entity.

Answer: D

Question: 1

Your company has just started trading internationally, and the Head of Sales at your company has asked you to produce a list of Opportunities, showing the estimated revenue in both the transaction currency and the base currency, and also the exchange rate. None of the existing Opportunities views include all the fields you need. How can you produce the data and make it available to the Head of Sales as quickly as possible? Choose the 2 that apply. A. Export to Excel and choose ‘Static worksheet with records from this page’. Select the columns you need in the report. B. Export to Excel and choose ‘Dynamic worksheet’. Select the columns you need in the report. C. Export to Excel and choose ‘Dynamic PivotTable? Select the columns you need in the report. D. Use advanced find to generate a view with the correct fields. Save the resulting view and share it.

Answer: B, D

Question: 2

You are a sales manager working for a large corporation that handles investments. Sales personnel are limited to viewing only their own customer records because of the sensitive nature of the business. One of your sales team, William, is taken seriously ill. You need to allocate another salesperson, Patricia, to manage William’s accounts and opportunities while he is unwell. You will want William to manage his own accounts and opportunities when he returns to work. What should you do? A. Select all the accounts that William owns and assign them to Patricia. B. Select all the accounts that William owns and share them with Patricia. C. Select all the activities that William owns and assign them to Patricia. D. Select all the opportunities that William owns and share them with Patricia.

Answer: B

Question: 3

You are a Sales Representative working in Microsoft Dynamics CRM Outlook with offline access. You want to recording the details of an opportunity and have opened an account to view the information and need to know if the account is active. What is the most efficient way to locate this information? A. Click on the Administration tab and check the status field. B. Use the Status Bar at the bottom of the form to view the status of the record. C. Use the Form Assistant at the right side of the entity to view the status. D. Use the Inactive Accounts view to see if the account is present.

Answer: B

Question: 4

You are a marketing manager and discover that not all of your telemarketers call leads to verify contact details such as the postal address. You want to remind your telemarketers do this before the lead is included in any campaign activity. What is the most efficient way to do this? A. Ask your administrator to only allow a small group of telemarketers who are trusted to generate follow up calls for all the leads they enter. B. Set up an automated workflow that generates a follow up call for each new lead, and assign the call to a queue. Instruct the telemarketers to make the calls in the queue. C. Set up an automated workflow to generate an email informing you when a new lead is created so you can generate a follow up activity. D. Create a view using advanced find to identify any new leads generated which do not have any activities associated with them. Generate follow up calls for these leads.

Answer: B

Question: 5

You are a support engineer for an international manufacturing company. You receive an email from a client entitled alfunction with productID ABC123 but the body of the email does not provide any more information about the problem. You know the client exists in Microsoft Dynamics CRM. What is the most efficient way to record this as a case for this client? A. Select the Email. Click Track in CRM and then click Set regarding. In the Look for drop-down select Case and then select New. Record the details of the case. B. Open the Email. Click Track in CRM and then click View in CRM. In the CRM form for the email, create a case from the actions menu. C. Select the Email. Click Track in CRM and then click Set regarding. In the Look for records window, select New and record the details of the case. D. Open the Email. Click Track in CRM and then click Regarding. In the Look for drop-down select Case and then select New. Record the details of the case.

Answer: B

Question: 6

Your company Microsoft Dynamics CRM installation uses British Pounds (GBP) as its default currency and you have set Euros (EUR) as your default currency. You enter an opportunity detail for a customer that transacts business in United States Dollars (USD). After you save the opportunity you notice that you forgot to change the currency to USD and it has recorded the revenue in EUR. What should you do in order to correct this error? A. Edit the Opportunity and change the currency to USD B. Edit your Personal Options and under the General Tab set the default currency to USD Re open the Opportunity to see the changed currency. C. Re-create the Opportunity but this time select the currency as USD Then delete the incorrect opportunity. D. Ask your Systems Administrator to update the currency for this opportunity.

Answer: C

Question: 7

You have an opportunity with a customer to sell a range of products. The customer has an account record in the Microsoft Dynamics CRM database and has informed you they have hired a consultant to help them decide whether to buy the products from your company. You want to add this consultant to the Microsoft Dynamics CRM system, and record that he is advising your customer on this purchase. What should you do? A. Create a new account for the consultant. Make the new account a sub-account of each customer account. B. Add the consultant as a new contact under each customer account. C. Create a new contact for the consultant. Create a relationship role called Consultant that enables a contact to be linked to an opportunity. In each opportunity, add a new relationship to the consultant contact using the Consultant relationship role. D. Create a new contact for the Consultant. Create a relationship role called Consultant that enables a contact to be linked to an account. In the account record for each customer add a new relationship to the consultant contact using the Consultant relationship role.

Answer: C

Question: 8

One of your customers is a hospital recorded in Microsoft Dynamics CRM 4.0 as an account record, and you have a contact record for a doctor who works at this hospital. You discover that this doctor also works one day a week at another hospital which is also a customer. You want to record this information in Microsoft Dynamics CRM 4.0. What should you do? A. Create a relationship role called part time employee between contact and account, and link the doctor contact record to the second hospital using the relationship role. B. Open the second hospital record, navigate to contacts, and choose add existing contact Select the doctor contact record. C. Make the second hospital a sub-account of the first hospital. D. Make the first hospital a sub-account of the second hospital.

Answer: A

Question: 9

Which of the following records are synchronized between Microsoft Outlook and Microsoft Dynamics CRM? Choose the 2 that apply. A. Contacts B. Accounts C. Notes D. Tasks

Answer: A, D

Question: 10

You are the second sales person for your company to work in Japan. You need to ensure that the default currency for any account records you create is set to Japanese Yen. What should you do? A. Navigate to Set Personal Options and select a default currency. B. Navigate to Set Personal Options and select a current format. C. Navigate to Business Management and create a new currency. D. Navigate to your User record and select a default currency.

Answer: A

Cheers!!