Exam MB5-705 Managing Microsoft Dynamics Implementations

Published: September 21, 2013
Languages: English, Chinese (Simplified), French, German, Italian, Japanese, Portuguese (Brazil), Russian, Spanish
Audiences: IT professionals
Technology: Microsoft Dynamics Sure Step
Credit toward certification: MCP, Microsoft Dynamics Certified Technology Specialist

Skills measured
This exam measures your ability to accomplish the technical tasks listed below. The percentages indicate the relative weight of each major topic area on the exam. The higher the percentage, the more questions you are likely to see on that content area on the exam. View video tutorials about the variety of question types on Microsoft exams.

Please note that the questions may test on, but will not be limited to, the topics described in the bulleted text.

Do you have feedback about the relevance of the skills measured on this exam? Please send Microsoft your comments. All feedback will be reviewed and incorporated as appropriate while still maintaining the validity and reliability of the certification process. Note that Microsoft will not respond directly to your feedback. We appreciate your input in ensuring the quality of the Microsoft Certification program.

If you have concerns about specific questions on this exam, please submit an exam challenge.

If you have other questions or feedback about Microsoft Certification exams or about the certification program, registration, or promotions, please contact your Regional Service Center.

Explain projects and project management (10-15%)
Define a project
Define project characteristics, describe a project definition, differentiate project versus operational work, explain triple constraint
Explain project life-cycle planning and pitfalls
Explain the project management diamond, recognize recurring project challenges, describe project life-cycle planning
Define project management
Identify the definition of project management, explain project management disciplines, identify project management processes
Describe agile and waterfall models
Explain the differences between agile and waterfall development, describe the different agile methodologies, explain the scrum methodology

Define Microsoft Dynamics Sure Step (10-15%)
Describe Sure Step tools and templates
Define the purpose and value of Microsoft Dynamics Sure Step, describe the functionality of the Microsoft Dynamics Sure Step client, identify the available project types and phases, identify the components of Sure Step, explain how to use the documents view, explain how to use the reference view, identify components of activity and task pages, identify features of Microsoft Dynamics Sure Step Online
Create a project repository
Explain how to create, clone, export, import, and delete Sure Step projects

Initiate a project and prepare for the diagnostic phase (10-15%)
Use solution envisioning and describe the diagnostics phase
Describe solution envisioning, identify deliverables for the diagnostic phase, describe the purpose and objectives of the diagnostic phase, describe the activity flow within the diagnostic phase, describe diagnostic phase preparation, explain diagnostic phase planning
Explain the use of Decision Accelerators
Identify the steps within a Decision Accelerator Offering, use the delivery guides to describe Decision Accelerator best practices, identify activities and deliverables for Decision Accelerators, select the appropriate Decision Accelerator Offering, identify components that are involved in a proposal generation, select an appropriate project type based on an engagement

Deliver Decision Accelerators (10-15%)
Complete a requirements and process review
Identify roles involved, describe the purpose of a requirements and process review, identify activities in a requirements and process review, identify pre-conditions of a requirements and process review
Complete a fit gap and solution blueprint
Identify roles involved, describe the purpose of a fit gap and solution blueprint, identify activities in a fit gap and solution blueprint, identify pre-conditions of a fit gap and solution blueprint

Generate a proposal and final licensing and services agreements (10-15%)
Describe the proposal generation process
Identify activities in final licensing and service agreements, identify deliverables associated with the proposal generation process, describe differences in project types, identify recommendation criteria for project types, define roles and responsibilities by using a RACI matrix, identify components of a project charter
Describe the steps after proposal generation
Describe the purpose of proposal management, select the appropriate step that follows proposal generation, describe the steps that follow proposal delivery

Describe project management disciplines (10-15%)
Manage risk
Describe risk management, identify activities included in risk management, identify the purpose of risk management, identify the pre-conditions of risk management, identify activities and classify by project management process
Manage quality
Describe quality management, identify activities included in quality management, identify the purpose of quality management, identify the pre-conditions of quality management, identify activities and classify them by project management process
Manage communication
Describe communication management, identify activities included in communication management, identify the purpose of communication management, identify the pre-conditions of communication management, identify activities and classify them by project management process
Manage scope
Describe scope management, identify activities included in scope management, identify the purpose of scope management, identify the pre-conditions of scope management, identify activities and classify them by project management process
Manage resources
Describe resource management, identify activities included in resource management, identify the purpose of resource management, identify the pre-conditions of resource management, identify activities and classify them by project management process

Use waterfall delivery (10-15%)
Manage the analysis phase
Describe the analysis phase, identify key objectives of the analysis phase, identify activities and deliverables in the analysis phase, describe the purpose of kickoff activities, describe solutions overview training, describe the detailed business process analysis process, identify the purpose of a functional requirements document
Manage the design phase
Describe the design phase, identify key objectives of the design phase, identify activities and deliverables in the design phase, identify and describe cross-phase processes, describe the solution design process, identify and describe solution design deliverables
Manage the development phase
Describe the development phase, identify key objectives of the development phase, identify activities and deliverables in the development phase, identify activities included in solution testing

Use agile delivery (10-15%)
Prepare for agile delivery
Describe the agile project type in Sure Step, explain the criteria for the agile project type, identify activities in the agile project type, identify recommendation criteria for the agile project type, describe the flow of activities in agile preparation, describe activities in agile preparation
Run an agile project
Describe the flow of activities in an agile project type, describe activities in an agile project type, describe components of a sprint cycle

Manage the deployment and operations phases (10-15%)
Manage deployment activities
Describe the deployment phase, identify key objectives of the deployment phase, identify activities and deliverables in the deployment phase, describe training activities in the deployment phase
Perform testing
Describe testing activities in the deployment phase, identify components of a production audit, identify data migration activities in the deployment phase
Go-live with the project
Describe the go-live activity, identify components of the go-live cutover plan
Manage operation activities
Describe the operation phase, identify key objectives of the operation phase, identify activities and deliverables in the operation phase, identify the purpose of quality management in the operation phase
Close the project
Describe the purpose of project closure, describe activities associated with project closure


QUESTION 1
You are a project manager, and you use Microsoft Dynamics Sure Step for implementations of Microsoft Dynamics products for your customers.
Your customer’s major stakeholders identify significant changes that will increase the scope of a project.
Which two risk response strategies for the project definition update should you use? (Each correct answer presents part of the solution, Choose two.)

A. Exploit
B. Avoid
C. Enhance
D. Transfer
E. share

Answer: B,D


QUESTION 2
Which document should you use to manage project deliverables?

A. project scope statement
B. project objectives
C. technical requirements
D. functional requirements

Answer: A


QUESTION 3
You are a project manager.
You find that the personnel in the Human Resources department are new and not experienced in project work. You need to manage the project resources to accommodate the lack of project experience in the project. What should you do?

A. Add more time for the project activities.
B. Release the project team.
C. Document the problem and the impact on the scope of the project to the major stakeholders.
D. Document the impact of the lack of experience on the legal requirements.

Answer: A


QUESTION 4
You are a project manager, and you use Microsoft Dynamics Sure Step Methodology to manage projects. You need to ensure that quality assurance is part of a project that you are managing. Which item should you include as part of the project?

A. a comprehensive review with the project stakeholders at the end of the project
B. a review process done at the beginning and checked off at the end of the project with the project stakeholders
C. quality assurance reviews with stakeholders, scheduled early and often across all project phases
D. a comprehensive review process performed if problems occur during the project or at a stakeholder’s request

Answer: C


QUESTION 5
As a project manager, you need to incorporate a change request into the project.
Which two tasks must be completed to correctly handle this request when you use the Microsoft Dynamics Sure Step Methodology? (Each correct answer presents part of the solution. Choose two.)

A. Complete a customer review and approval.
B. Complete a plan-do-check-act cycle.
C. Complete a change request form.
D. Complete a work breakdown structure.
E. Complete a risk identification.

Answer: A,C

Explanation: http://technet.microsoft.com/en-us/library/hh227544.aspx


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MB2-866 Microsoft Dynamics CRM 2011 Customization and Configuration


QUESTION 1
You work as a Microsoft Dynamics CRM Implementation Consultant. You have been hired by
ABC.com to plan, customize and deploy a Microsoft Dynamics CRM 2011 solution for the company.
One of your decisions as a consultant is to decide whether to deploy an on-premises solution or
an online solution of Microsoft Dynamics CRM 2011.
Which two of the following statements are true?

A. Offline synchronization with Microsoft Outlook 2010 is not supported by Microsoft Dynamics CRM Online 2011.
B. The Internet lead capture feature is only supported by Microsoft Dynamics CRM Online 2011.
C. Customworkflow assemblies are not supported by Microsoft Dynamics CRM Online 2011.
D. Custom workflow assemblies are not supported by Microsoft Dynamics CRM 2011 onpremises.

Answer: B,C

Explanation:


QUESTION 2
You work as a Microsoft Dynamics CRM Implementation Consultant. You are using Microsoft
Dynamics CRM 2011 to create a solution package.
Which of the following are solution components that you can use in your solution? (Choose all that
apply)

A. Client Extensions.
B. Service Endpoints.
C. Option Sets.
D. Article Templates.
E. None of the above.

Answer: A,B,C,D

Explanation:


QUESTION 3
You work as a project manager at ABC.com. The company uses Microsoft Dynamics CRM 2011
for its customer relationship management solution.
All users in the company use Microsoft Outlook 2010 with the Microsoft Dynamics CRM 2011 for
Outlook client software.
You modify the system settings in Microsoft Dynamics CRM to configure the synchronizing client
option for Outlook.
Which other Outlook settings can you configure using the system settings in Microsoft Dynamics
CRM 2011?

A. You can use Microsoft Dynamics CRM to determine which data is synchronized with the
Outlook folders.
B. You can use Microsoft Dynamics CRM to configure the synchronization schedule.
C. You can use Microsoft Dynamics CRM to configure the email message sending interval.
D. You can use Microsoft Dynamics CRM to configure the interval between the downloading of
Microsoft Dynamics CRM email messages.

Answer: B

Explanation:


QUESTION 4
You work as a Microsoft Dynamics CRM Implementation Consultant. You have been hired by
ABC.com to plan, customize and deploy a Microsoft Dynamics CRM 2011 solution for the
company.
You have been asked to describe some of the features of the Microsoft Dynamics CRM 2011
platform to ABC.com managers.
Which of the following statements about the Microsoft Dynamics CRM 2011 platform is false?

A. The Microsoft Dynamics CRM 2011 platform prevents direct access to the database by
controlling access through the data access layer.
B. The Microsoft Dynamics CRM 2011 platform allows developers to create software to directly
access the underlying database.
C. The Microsoft Dynamics CRM 2011 platform raises events for workflow processes and custom
business logic implementations.
D. The Microsoft Dynamics CRM 2011 platform uses security to control access to objects.

Answer: B

Explanation:


QUESTION 5
You work as a Microsoft Dynamics CRM Implementation Consultant. You have been hired by
ABC.com to plan, customize and deploy a Microsoft Dynamics CRM 2011 solution for the
company.
A developer asks you to describe the customization features of Microsoft Dynamics CRM 2011.
Which three of the following answers describe ways in which you can customize Microsoft
Dynamics CRM 2011?

A. You can useapplication event programming to extend Microsoft Dynamics CRM 2011.
B. You can create custom processes and entities in Microsoft Dynamics CRM 2011.
C. You can use Microsoft Dynamics CRM dialogs to automate business processes.
D. You can create custom forms and charts within Microsoft Dynamics CRM 2011.

Answer: A,B,D

Explanation:

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Exam MB2-708 Microsoft Dynamics CRM Installation

Published: December 23, 2014
Languages: English, Chinese (Simplified), Japanese
Audiences: IT professionals
Technology: Microsoft Dynamics CRM
Credit toward certification: Specialist

Skills measured
This exam measures your ability to accomplish the technical tasks listed below. The percentages indicate the relative weight of each major topic area on the exam. The higher the percentage, the more questions you are likely to see on that content area on the exam. View video tutorials about the variety of question types on Microsoft exams.

Please note that the questions may test on, but will not be limited to, the topics described in the bulleted text.

Do you have feedback about the relevance of the skills measured on this exam? Please send Microsoft your comments. All feedback will be reviewed and incorporated as appropriate while still maintaining the validity and reliability of the certification process. Note that Microsoft will not respond directly to your feedback. We appreciate your input in ensuring the quality of the Microsoft Certification program.

If you have concerns about specific questions on this exam, please submit an exam challenge.

If you have other questions or feedback about Microsoft Certification exams or about the certification program, registration, or promotions, please contact your Regional Service Center.

Install and configure Microsoft Dynamics CRM (30–35%)
Identify system requirements and required technologies
Identify editions and licensing options for Microsoft Dynamics CRM on-premises; identify required and optional technologies (Active Directory, IIS, SQL Server, Microsoft SharePoint, Exchange Server, Secure Token Service); identify SharePoint, web application, and mobile device requirements; identify language and currency support; identify Microsoft Dynamics CRM server roles and role groups; Active Directory modes; explore SureStep planning
Install Microsoft Dynamics CRM Server
Identify Microsoft Dynamics CRM Server hardware and software requirements and SQL Server and SQL Server Reporting Services requirements, identify components installed during server setup (folders, web components, services, Active Directory groups, SQL Server components), identify other software installed, identify IIS considerations, install required rights, perform install on a single server and multiple servers (front-end and back-end server roles), troubleshoot installation, perform post-installation tasks, install Microsoft Dynamics CRM Server by using the command line, load sample data, install language packs, uninstall Microsoft Dynamics CRM Server
Install Microsoft Dynamics CRM reporting extensions
Explore SQL-based and fetch-based reports, identify installation requirements, install reporting and report authoring extensions
Upgrade to Microsoft Dynamics CRM 2015
Identify upgrade strategy, planning, and paths; identify components supported for upgrade and not supported for upgrade; identify Microsoft Dynamics CRM editions and versions supported for direct upgrade; plan for merging of base and extension tables; upgrade editions of Microsoft Dynamics CRM not supported for direct upgrade; upgrade other components (Email Router, Microsoft Dynamics CRM Client for Outlook)

Configure and manage Microsoft Dynamics CRM (30–35%)

Manage Microsoft Dynamics CRM with the Deployment Manager
Identify deployment administrators, manage organizations (create, disable, delete, edit, and import), manage servers in the deployment, modify web addresses, identify the redeployment process and Active Directory considerations, manage Microsoft Dynamics CRM by using Windows PowerShell
Configure email management
Explore the role of the Email Router; identify Email Router components and hardware and software requirements; configure supported email systems, automatic email tracking (smart-matching and tracking token), incoming and outgoing message options, and individual mailbox and forward mailbox monitoring; install the Email Router and the Rule Deployment Wizard; configure the Email Router; perform Email Router administration tasks (approve email addresses); explore supported scenarios for server-side synchronization; configure server-side synchronization
Implement Microsoft Dynamics CRM for Outlook
Identify client for Outlook hardware and software requirements, identify deployment methods (manual, group policy, System Center Configuration Manager), configure Microsoft Dynamics CRM for Outlook, install by using the command line, configure offline capability, identify compatibility of Microsoft Dynamics CRM Client with Microsoft Dynamics CRM Server

Maintain and extend Microsoft Dynamics CRM deployments (30–35%)
Configure an Internet-facing deployment
Identify IFD and SSL certificate requirements; configure required DNS entries; explore claims-based authentication; use AD FS as the Secure Token Service; configure claims-based authentication, an Internet-facing deployment, and Service Principal Names (SPNs); establish federation across domains
Maintain and troubleshoot a deployment
Manage service accounts and system jobs, manage disaster recovery, implement Volume Shadow Copy Service (VSS) support, manage SQL databases and data encryption, identify troubleshooting steps, configure tracing, install update rollups, use the Best Practices Analyzer
Implement high-availability options
Deploy multiple Microsoft Dynamics CRM servers, implement Network Load Balancing (NLB), install a SQL Server cluster


QUESTION 1
You need to configure email synchronization for a Dynamics CRM 2015 user.
Which record should you modify?

A. Contact
B. User
C. Account
D. Mailbox

Answer: B


QUESTION 2
You have a deployment of Dynamics CRM 2015.
Your company hires five new employees. Each employee is given a new client computer that runs Windows 8.1 and has Microsoft Outlook 2013 installed.
You need to instruct the employees on how to install Microsoft Dynamics CRM for Outlook as quickly as possible.
What should the employees do first?

A. Start the Add or remove programs applet.
B. Launch the Windows Store.
C. Connect to the Dynamics CRM web application.
D. Manage the COM add-ins.

Answer: A


QUESTION 3
Which statement correctly describes the backup and restore capabilities of Microsoft System Center 2012 for Dynamics CRM 2015?

A. System Center 2012 can use the VSS writer to back up the Microsoft SharePoint Server 2013 databases used by Dynamics CRM 2015.
B. System Center 2012 can provide automatic failover of the Dynamics CRM 2015 databases.
C. System Center 2012 can be used to perform granular restores of individual objects in Dynamics CRM 2015.
D. System Center 2012 can be used to back up the databases used by Dynamics CRM 2015 while users are connected to the organization.

Answer: A


QUESTION 4
You have a deployment of Dynamics CRM 2015.
A manager at your company uses Microsoft Dynamics CRM 2015 for Outlook.
The manager stores a large amount of offline data, but the new data is NOT available offline.
You need to ensure that the new data added to Dynamics CRM 2015 is available to the manager offline.
What should you do?

A. Upgrade to Microsoft SQL Server Express 2014.
B. Defragment the hard disk drive of the manager’s computer.
C. Modify the Offline Synchronization Filters for Outlook.
D. Modify the Outlook Synchronization Filters.

Answer: B


QUESTION 5
Which statement correctly describes connectivity to Dynamics CRM 2015 by using a Network Load Balancing (NLB) cluster?

A. All Dynamics CRM 2015 servers that are members of the cluster must have the same IP address.
B. All Dynamics CRM web application clients will connect to a management IP address that is in the same subnet as the Dynamics CRM 2015 servers.
C. All Dynamics CRM 2015 servers that are members of the cluster must have the Failover Clustering feature installed.
D. All Dynamics CRM web application clients will connect to a virtual IP address that redirects connections to several Dynamics CRM 2015 servers.

Answer: C


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Exam MB2-706 Microsoft Dynamics CRM Online Deployment

Published: January 22, 2015
Languages: English, Chinese (Simplified), Japanese
Audiences: IT professionals
Technology: Microsoft Dynamics CRM
Credit toward certification: Specialist

Skills measured
This exam measures your ability to accomplish the technical tasks listed below. The percentages indicate the relative weight of each major topic area on the exam. The higher the percentage, the more questions you are likely to see on that content area on the exam. View video tutorials about the variety of question types on Microsoft exams.

Please note that the questions may test on, but will not be limited to, the topics described in the bulleted text.

Do you have feedback about the relevance of the skills measured on this exam? Please send Microsoft your comments. All feedback will be reviewed and incorporated as appropriate while still maintaining the validity and reliability of the certification process. Note that Microsoft will not respond directly to your feedback. We appreciate your input in ensuring the quality of the Microsoft Certification program.

If you have concerns about specific questions on this exam, please submit an exam challenge.

If you have other questions or feedback about Microsoft Certification exams or about the certification program, registration, or promotions, please contact your Regional Service Center.

Administer Microsoft Dynamics CRM (20–25%)
Identify deployment considerations
Describe the hardware and software requirements for Microsoft Dynamics CRM; explain the role of supporting technologies, including Active Directory, Active Directory Federation Services (ADFS), Microsoft SharePoint, Microsoft Exchange, and the Secure Token Service; identify supported browsers
Plan an implementation
Identify the required Active Directory groups, identify the Microsoft Dynamics CRM licensing model and license types, explain product key types and access mode types, plan multiple organizations, plan how to access Microsoft Dynamics CRM
Configure Microsoft Dynamics CRM Online
Install sample data, install and configure language packs, install the email router, configure server synchronization, configure SharePoint integration

Administer Microsoft Dynamics CRM Online (15–20%)
Plan a deployment
Identify options for accessing CRM data; describe licensing plans; identify requirements; customize Microsoft Dynamics CRM Online; create user accounts; manage subscriptions, licenses, and user accounts; assign users to security roles
Deploy Microsoft Dynamics CRM Online
Create a deployment plan, identify objects that you can customize, implement customizations, grant users access to Microsoft Dynamics CRM Online, compare Microsoft Online services administrative roles and Microsoft Dynamics CRM Online security roles, provision users and assign licenses
Manage Microsoft Dynamics CRM Online instances
Compare multiple instances versus multiple tenants, describe reasons to implement multiple instances, add instances to a subscription, configure instances, copy instances, identify features and constraints of a multi-tenant deployment, create a sandbox organization, copy an organization
Manage Microsoft Dynamics CRM Online
Prepare for updates; import solutions; manage email notifications; configure Microsoft Dynamics CRM to use Exchange Online, Lync, SharePoint Online, and Yammer; add storage; free storage space

Upgrade a Microsoft Dynamics CRM edition and redeploy Microsoft Dynamics CRM (15–20%)
Select an upgrade strategy
Describe upgrade paths, processes, and supported upgrade editions; identify upgrade considerations
Upgrade Microsoft Dynamics CRM and other components
Upgrade the Email Router, upgrade Microsoft Dynamics CRM for Microsoft Outlook, import and update organization

Configure and manage email (10–15%)
Configure email and message processing
Identify email process options; explain the advantages and disadvantages of email processing options; track email, appointments, tasks, and contacts; configure automatic email tracking; configure correlation; monitor individual mailboxes; identify available synchronization methods; manage synchronization filters
Install and configure the Microsoft Dynamics CRM Email Router
Identify supported email systems and Windows operating systems; install the Email Router; install the Rule Deployment Wizard; create incoming and outgoing email profiles, deploy Inbox rules and forwarding rules; create and monitor a forward mailbox; migrate Email Router settings
Configure server-side synchronization
Describe the features of and identify supported configurations; enable and configure server-side synchronization; configure Exchange Online; synchronize appointments, contacts, and tasks

Install and deploy other client tools for Microsoft Dynamics CRM (15–20%)
Identify hardware and software requirements for the Microsoft Outlook client
Identify minimum hardware requirements, identify supported operating systems, identify supported Outlook versions, identify supported Internet browsers
Install and upgrade the Microsoft Outlook client
Identify deployment methods, install the client, prepare a configuration file and install the client by using the command prompt
Configure the Microsoft Outlook client
Use the Configuration Wizard for on-premises or hosted organizations, work online and offline, configure multiple organizations, configure user email settings, create and modify data synchronization filters
Install and configure the client for tablets and phones
Identify supported mobile platforms, install the app, configure security permissions required to use the app, troubleshoot the app, capture trace logs

Manage and troubleshoot a Microsoft Dynamics CRM deployment (15–20%)

Manage system jobs
Describe system job types, view and delete system jobs, limit the number of asynchronous jobs, delete records, use the Bulk Deletion Wizard
Monitor and troubleshoot Microsoft Dynamics CRM
Configure tracing for Microsoft Dynamics CRM for Microsoft Outlook, discuss the Microsoft Dynamics Marketplace
Manage data encryption
Describe data encryption, identify attributes that support encryption, identify required privileges to manage encryption

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Exam MB2-704 Microsoft Dynamics CRM Application

Published: December 26, 2014
Languages: English, Chinese (Simplified), Japanese
Audiences: IT professionals
Technology: Microsoft Dynamics CRM
Credit toward certification: Specialist

Skills measured
This exam measures your ability to accomplish the technical tasks listed below. The percentages indicate the relative weight of each major topic area on the exam. The higher the percentage, the more questions you are likely to see on that content area on the exam. View video tutorials about the variety of question types on Microsoft exams.

Please note that the questions may test on, but will not be limited to, the topics described in the bulleted text.

Do you have feedback about the relevance of the skills measured on this exam? Please send Microsoft your comments. All feedback will be reviewed and incorporated as appropriate while still maintaining the validity and reliability of the certification process. Note that Microsoft will not respond directly to your feedback. We appreciate your input in ensuring the quality of the Microsoft Certification program.

If you have concerns about specific questions on this exam, please submit an exam challenge.

If you have other questions or feedback about Microsoft Certification exams or about the certification program, registration, or promotions, please contact your Regional Service Center.

Apply sales management concepts (10–15%)
Work with customers
Identify customers who would benefit from sales management, identify core record types, describe how core record types are used in sales management, create and maintain customer records
Manage sales operations
Create, maintain, and use sales literature; create and maintain competitors; create and maintain sales territories; configure multiple currencies
Understand social listening
Identify social media channels, create and run search to listen for keywords, create an alert, determine where social insights can be added

Manage leads and opportunities (10–15%)
Work with leads
Determine when to use leads and opportunities, create and maintain leads, qualify and disqualify leads, convert email messages to leads, describe stages and steps in the lead process ribbon, describe the lead conversion process
Create opportunities
Create and maintain opportunities, convert activities and leads to opportunities, evaluate when to use system-calculated or user-provided values for revenue fields, describe stages and steps in the opportunity process ribbon
Manage opportunities
Close opportunities; view resolution activities; work with opportunity views; create and maintain opportunity connections; add post, activities, and notes in the collaboration pane; assign ownership of opportunity records to users or teams; add sales teams to opportunity records

Process sales (10–15%)
Manage the product catalog
Create unit groups, create products and add them to the product catalog, create price lists, create tailored price lists, create product kits and product bundles, group products by using product families, view product relationships by using hierarchy visualization, manage multiple currencies
Work with opportunities and quotes
Add opportunity products, capture product properties, suggest cross-sell and up-sell products, create new quotes, create a quote from an opportunity, activate and revise quotes, determine the impact of different currencies on price calculations and price lists
Work with orders and invoices
Create new orders; create new invoices; convert a quote to an order to an invoice; identify quote status changes; select alternate price lists with opportunities, quotes, orders, or invoice records

Analyze reports and sales (10–15%)
Manage sales metrics and goals
Define goal metric records; configure fiscal periods; define goal records; describe target, actual, and in-progress values for goal records; describe how to recalculate goals; describe a rollup query
Work with reports and views
Build reports with Report Wizard; identify report outputs; export information to Microsoft Excel; differentiate between features of static and dynamic view exports to Excel; work with Advanced Find; share dashboards, charts, and Advanced Find queries
Work with charts and dashboards
Create, configure, and share personal charts; create, configure, and publish system charts; create new system dashboards; describe uses of web resources and IFrames; differentiate between personal and system dashboards, charts, and views

Apply service management (10–15%)
Work with service management
Identify customers who would benefit from service management, identify core record types, describe how core record types are used in service management
Work with business process flows
Describe the purpose of business process flow in service management, identify what can be done programmatically in a business process flow, describe the rules-based branching feature of business process flow
Configure service management
Create case routing rules, create automatic case creation rules, create and maintain the subject tree, configure parent-child case settings

Manage service cases (10–15%)
Work with cases
Identify case lists and views, describe steps in automated case creation, identify benefits of case hierarchy, search for cases
Create cases
Identify ways to create new cases; create new case record; convert activity records to cases; create parent-child cases; identify case relationships; add posts, activities, and notes in the collaboration pane
Maintain cases
Describe stages and steps in the case process ribbon; identify actions that can be taken on a case; merge cases; cancel, delete, resolve, and reactivate cases; apply routing rules to cases
Work with the Knowledge Base
Search for Knowledge Base articles; create and maintain article templates; create, approve, and publish articles; search articles from case records; associate articles to a case; send Knowledge Base articles
Use queues
Differentiate between system and personal queues, create and maintain queues, assign cases and activities to queues, work with queue items, describe the process of working with queues, describe how case routing rules apply to queues

Manage contracts and entitlements (10–15%)
Work with entitlements
Create entitlement templates, create entitlements for a customer, add entitlement lines and associate with products, identify channels supported for entitlements, identify when case entitlements decrement and increment, describe the entitlement life cycle
Work with service level agreements (SLAs)
Identify SLA tracking KPIs and indicators, create a service level agreement, create SLA items, associate a service level agreement with an entitlement, describe the purpose of the timer control on the case form, configure service system settings for SLAs

Work with service scheduling (10–15%)
Service scheduling concepts
Identify customers who would benefit from service scheduling functionality, define service scheduling terminology, identify service scheduling process flow
Manage service scheduling operations
Configure work hours for users and facilities/equipment, limit a resource’s availability, create resource groups, create a site and associate resources with it, create customer service schedules, create holiday schedules
Maintain services and capacity planning
Define capacity planning, create a new service record, add a selection rule for required users and resources, configure account and contact service preferences, create a service with a same-site selection rule
Schedule service activities
Schedule a service activity in the Service Calendar, schedule specific resources by using the scheduling engine, schedule a service activity with same site rules, reschedule service activities, change the status of service activities, display and resolve scheduling conflicts

Analyze and report on service management (5–10%)
Manage service metrics and goals
Identify typical service goals and metrics, create a monthly metric and goal for case records, describe steps for adding a Target-In-Progress-Actual chart to the service dashboard
Work with service management reports
Identify key features and uses of the Service Activity Volume report, evaluate which service management report is best used in a given situation, identify key features and uses of the Case Summary Table report
Work with charts and dashboards
Identify service management system dashboards, create a personal service dashboard, create a system chart for service management


QUESTION 1
You lose an active opportunity and close it in Microsoft Dynamics CRM.
What are two results of closing the opportunity? Each correct answer presents part of the solution. Choose two.

A. The opportunity is removed from the list of active opportunities.
B. Notes and attachments associated with the opportunity are saved for future reference.
C. All activities associated with the opportunity are automatically deactivated.
D. The opportunity cannot be reactivated.

Answer: A,B


QUESTION 2
You are viewing the opportunity by status chart and want to see the records that have a status of open.
What should you use on the chart pane?

A. Refresh chart
B. Drill down
C. Advanced Find
D. Export Chart

Answer: B


QUESTION 3
You plan to bulk import new case records.
You do not want the service level agreement (SLA) to apply to the new cases.
What should you do?

A. Set the Disable the SLAs system option.
B. Pause all SLAs.
C. Set the Ignore SLAs import option.
D. Deactivate all SLAs.

Answer: D

Explanation:
Ref: http://www.microsoft.com/en-us/dynamics/crm-customer-center/disable-or-enable-service-level-agreements-slas-for-cases.aspx


QUESTION 4
You are a sales representative at a trade show.
A trade show attendee leaves a business card at your company’s booth.
You need to enter the attendee’s information into Microsoft Dynamics CRM for the sales team to qualify.
Which record type should you create?

A. Contact
B. Account
C. Opportunity
D. Lead

Answer: D

Explanation:
Ref: http://msdn.microsoft.com/en-gb/library/gg328442.aspx


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Windows 10 quick tips: 5 ways to speed up your PC

Try these methods to make your machine zippier and less prone to performance problems.

Want Windows 10 to run faster? We’ve got help. Take a few minutes to try out these tips, and your machine will be zippier and less prone to performance and system issues.

1. Disable programs that run on startup

One reason your Windows 10 PC may feel sluggish is you’ve got too many programs running in the background — programs that you may never use, or only rarely use. Stop them from running, and your PC will run more smoothly.

Start by launching the Task Manager: Press Ctrl-Shift-Esc or right-click the lower-right corner of your screen and select Task Manager. If the Task Manager launches as a compact app with no tabs, click “More details” at the bottom of your screen. The Task Manager will then appear in all of its full-tabbed glory. There’s plenty you can do with it, but we’re going to focus only on killing unnecessary programs that run at startup.

Click the Startup tab. You’ll see a list of the programs and services that launch when you start Windows. Included on the list is each program’s name as well as its publisher, whether it’s enabled to run on startup, and its “Startup impact,” which is how much it slows down Windows 10 when the system starts up.

To stop a program or service from launching at startup, right-click it and select “Disable.” This doesn’t disable the program entirely; it only prevents it from launching at startup — you can always run the application after launch. Also, if you later decide you want it to launch at startup, you can just return to this area of the Task Manager, right-click the application and select “Enable.”
task manager

You can use the Task Manager to help get information about programs that launch at startup and disable any you don’t need.

Many of the programs and services that run on startup may be familiar to you, like OneDrive or Evernote Clipper. But you may not recognize many of them. (Anyone who immediately knows what “bzbui.exe” is, please raise your hand. No fair Googling it first.)

The Task Manager helps you get information about unfamiliar programs. Right-click an item and select Properties for more information about it, including its location on your hard disk, whether it has a digital signature, and other information such as the version number, the file size and the last time it was modified.

You can also right-click the item and select “Open file location.” That opens File Explorer and takes it to the folder where the file is located, which may give you another clue about the program’s purpose.

Finally, and most helpfully, you can select “Search online” after you right-click. Bing will then launch with links to sites with information about the program or service.

If you’re really nervous about one of the listed applications, you can go to a site run by Reason Software called Should I Block It? and search for the file name. You’ll usually find very solid information about the program or service.

Now that you’ve selected all the programs that you want to disable at startup, the next time you restart your computer, the system will be a lot less concerned with unnecessary program.

2. Disable shadows, animations and visual effects
Windows 10 has some nice eye candy — shadows, animations and visual effects. On fast, newer PCs, these don’t usually affect system performance. But on slower and older PCs, they can exact a performance hit.

It’s easy to turn them off. In the Windows 10 search box type sysdm.cpl and press Enter. That launches the System Properties dialog box. Click the Advanced tab and click “Settings” in the Performance section. That brings you to the Performance Options dialog box. You’ll see a varied list of animations and special effects.

The Performance Options dialog box lets you turn off effects that might be slowing down Windows 10.

If you have time on your hands and love to tweak, you can turn individual ones on and off. These are the animations and special effects you’ll probably want to turn off, because they have the greatest effect on system performance:

Animate controls and elements inside windows
Animate windows when minimizing and maximizing
Animations in the taskbar
Fade or slide menus into view
Fade or slide ToolTips into view
Fade out menu items after clicking
Show shadows under windows

However, it’s probably a lot easier to just select “Adjust for best performance” at the top of the screen and then click OK. Windows 10 will then turn off the effects that slow down your system.

3. Launch the Windows troubleshooter
Windows 10 has a very useful, little-known tool that can sniff out performance problems and solve them. To launch it, type troubleshooting into the search box, and click the “Troubleshooting Control Panel” icon that appears. Then click “Run maintenance tasks” in the System and Security section of the screen that appears. A screen titled “Troubleshoot and help prevent computer problems” will appear. Click Next.

The troubleshooter will find files and shortcuts you don’t use, identify any performance and other issues on your PC, report them to you and then fix them. Note that you may get a message that says, “Try troubleshooting as an administrator.” If you have administrative rights to the PC, click it and the troubleshooter will launch and do its work.
troubleshooter

Windows 10’s troubleshooter can perform maintenance and housecleaning tasks to help speed up your system.

4. Get help from the Performance Monitor

There’s a great tool in Windows 10 called the Performance Monitor that can, among other things, create a detailed performance report about your PC, detail any system and performance issues, and suggest fixes.

To get the report, type perfmon /report into your search box and press Enter. (Make sure there’s a space between “perfmon” and the slash mark.) The Resource and Performance Monitor launches and gathers information about your system. It will say that it will take 60 seconds, but I’ve found that it takes several minutes. When the Monitor finishes, it will launch an interactive report.

You’ll find a lot of extremely detailed information in the report, and it can take a lot of time to go through. Your best bet is to first look at the Warnings section, which details the biggest issues (if any) it found on your PC, such as problems with Windows, with drivers and so on. It also tells you how to fix each problem — for example, how to turn on a device that has been disabled.

It is also worthwhile to scroll down to the Resource Overview section, where you’ll find an analysis of how well your CPU, network, disk and memory are performing. Each result is color-coded, with green meaning no problems, yellow meaning potential issues, and red showing a problem.

Beyond that, the Resource Overview also reports performance metrics and explanatory details. For example, for the CPU, it might show green and a utilization of 21%, with the details, “Normal CPU load.” Or for Memory, it might show yellow, with 62% utilization and the details, “1520 MB is available.” Based on what you get, you might want to do something about your hardware — for example, add more memory.

5. Kill bloatware
Sometimes the biggest factor slowing down your PC isn’t Windows 10 itself, but bloatware or adware that takes up CPU and system resources. Adware and bloatware are particularly insidious because they may have been installed by your computer’s manufacturer. You’d be amazed at how much more quickly your Windows 10 PC can run if you get rid of it.

First, run a system scan to find adware and malware. If you’ve already installed a security suite such as Norton Security or McAfee LiveSafe, you can use that. You can also use Windows 10’s built in anti-malware app — just type Windows Defender in the search box, press Enter, and then click Scan Now. Windows Defender will look for malware and remove any it finds.

It’s a good idea to get a second opinion, though, so consider a free tool like Malwarebytes Anti-Malware. The free version scans for malware and removes what it finds; the paid version offers always-on protection to stop infections in the first place.

Malwarebytes Anti-Malware is a useful application that will scan for and fix Windows 10 PC problems.

Now you can check for bloatware and get rid of it. Several free programs will do this for you; your best bet is to run several of them, because no single one will find all the bloatware on your PC. Good choices are the PC Decrapifier, Should I Remove It? and SlimComputer.

For more details about removing bloatware, check out Computerworld’s article “Bloatware: What it is and how to get rid of it.”

Try just some of these tricks, and you’ll find that you’ve got a faster Windows 10 PC — and one that is less likely to have any reliability problems.

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Exam MB2-703 Microsoft Dynamics CRM 2013 Customization and Configuration

Published: January 24, 2014
Languages: English, Chinese (Simplified), French, German, Japanese, Spanish
Audiences: IT professionals
Technology: Microsoft Dynamics CRM 2013
Credit toward certification: MCP, Microsoft Specialist

Skills measured
This exam measures your ability to accomplish the technical tasks listed below. The percentages indicate the relative weight of each major topic area on the exam. The higher the percentage, the more questions you are likely to see on that content area on the exam. View video tutorials about the variety of question types on Microsoft exams.

Please note that the questions may test on, but will not be limited to, the topics described in the bulleted text.

Do you have feedback about the relevance of the skills measured on this exam? Please send Microsoft your comments. All feedback will be reviewed and incorporated as appropriate while still maintaining the validity and reliability of the certification process. Note that Microsoft will not respond directly to your feedback. We appreciate your input in ensuring the quality of the Microsoft Certification program.

If you have concerns about specific questions on this exam, please submit an exam challenge.

If you have other questions or feedback about Microsoft Certification exams or about the certification program, registration, or promotions, please contact your Regional Service Center.

Create and customize solutions (10-15%)
Plan for customization
Differentiate between configuration, customization, extending, and development; design appropriate customizations
Manage solutions
Understand business requirements, understand the benefits of Solutions, create Solutions, export managed and unmanaged Solutions, import Solutions, specify a Publisher, work with multiple Solutions, describe Solution components, describe component dependencies
Manage customizations
Describe customization concepts for entities, fields, forms, views, and charts; publish customizations

Customize entities and entity relationships (10-15%)
Create custom entities
Describe entity customization concepts; create entities; configure display names, plural names, and schema names; configure entity ownership; create Activity entities; set primary fields
Manage custom entities
Configure entity properties (including display areas, communication and collaboration options, fixed properties, data services options, Outlook options, mobile options, multi-entity searches, and auditing); modify custom entities; delete custom entities; describe dependencies
Describe entity relationships
Describe one-to-many, many-to-many, and manual many-to-many relationships; describe special many-to-many relationships (such as marketing list members, queue items, follows); describe supported and unsupported relationships; describe cascading behaviors (Assign, Share, Unshare, Reparent, Delete)
Manage entity relationships
Create entity relationships, map fields, manage Connections and Connection Roles

Customize fields (10-15%)
Create custom fields
Describe field customization concepts, create fields, configure data types, select display formats
Configure field properties
Configure Requirement level; configure Searchable, Audit, and Field Security properties
Manage custom fields
Modify custom fields, configure local and global option sets, configure status fields, describe dependencies, delete custom fields, audit fields

Manage forms (10-15%)
Create and edit forms
Identify updated system entities, describe tab and section structure, add form fields (including special cases, such as composite fields), add subgrids (focus on new features), add Notes controls, add other components (spacers, Web Resources, IFrames), modify related entity navigation, preview form customizations
Manage multiple forms
Configure Quick Create forms, create Quick View forms, specify form order, assign roles to forms, configure mobile form views

Manage views (10-15%)
Customize system views
Differentiate between system, public, and personal views; create Advanced Find views; create Associated views; create Lookup views; create Quick Find views
Create and configure views
Copy existing views, create custom views, build queries, add fields to views, arrange fields, configure field properties, sort fields, set the default public view, disable views, delete views

Create and customize charts and dashboards (10-15%)
Create charts
Understand chart design considerations, describe chart types and options, add series and categories, choose chart views, identify fields available for use in charts, create system charts and personal charts, include fields from parent entities
Reuse charts
Export and import charts, convert personal charts to system charts, convert system charts to personal charts
Create system dashboards
Differentiate between system dashboards and personal dashboards, configure components, create lists (views), display charts

Manage security (10-15%)
Describe security concepts
Describe Business Units, describe Microsoft Dynamics CRM security features, describe privileges and access levels
Configure field-level security
Create field security profiles, define field permissions, add field permissions, assign field security profiles to users and teams
Manage access
Manage users and teams, configure sharing; manage Security Roles for users and teams, create Access Team Templates, add Access Team subgrids to forms
Manage auditing
Enable entity-level auditing and field-level auditing, review audited events, control access to audit data

Manage business processes and rules (10-15%)
Manage business process flows
Describe business process concepts, including steps and stages, built-in business processes, custom business processes, entities that participate in business processes, and spanning entities; create business process flows; define stages and steps; switch business processes; control access to business process flows; describe the effect of field security on business process flows
Manage business rules
Create business rules, configure conditions and actions, enable rules for forms


QUESTION 1
A custom entity is no longer required. What should you do before deleting the entity?

A. Remove the entity from any required security roles.
B. Check whether the entity has any dependencies.
C. Reassign all the records in the entity.
D. Change the entity ownership to Organization.

Answer: B


QUESTION 2
You are creating a customized Solution for a conference.
Each conference attendee can register for multiple sessions, and each session can have multiple registered attendees. Attendees complete surveys after each session. Surveys have custom fields.
Which relationship type should you use between attendees and session registrations to track surveys?

A. One-to-many (1:N) from session registration to attendee
B. One-to-many (1:N) from attendee to session registration
C. Native many-to-many (N:N) between attendee and session registration
D. Manual many-to-many (N:N) between attendee and session registration

Answer: D


QUESTION 3
You need to add a new custom entity to a Microsoft Dynamics CRM database. Which three actions can you perform to achieve this goal? Each correct answer presents a complete solution.

A. Execute a workflow.
B. Import a Solution.
C. Run a dialog.
D. Create a new entity in the default Solution.
E. Import data.

Answer: A,B,D


QUESTION 4
What type of relationship exists between the Marketing List entity and the Contact entity?

A. One-to-many (1:N)
B. Many-to-one (N:l)
C. Native many-to-many (N:N)
D. Manual many-to-many (N:N)

Answer: C


QUESTION 5
You are using Microsoft Dynamics CRM Online.
You plan to create an entity named Project. The Project entity will have 15 custom fields.
Which two properties can you change after you create the entity? Each correct answer presents a complete solution.

A. Ownership
B. Number of fields
C. Define as activity entity
D. Display Name

Answer: B,D

 

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Exam MB2-702 Microsoft Dynamics CRM 2013 Deployment

Published: January 29, 2014
Languages: English, Chinese (Simplified), French, German, Japanese, Spanish
Audiences: IT professionals
Technology: Microsoft Dynamics CRM 2013
Credit toward certification: MCP, Microsoft Specialist

Skills measured
This exam measures your ability to accomplish the technical tasks listed below. The percentages indicate the relative weight of each major topic area on the exam. The higher the percentage, the more questions you are likely to see on that content area on the exam. View video tutorials about the variety of question types on Microsoft exams.

Please note that the questions may test on, but will not be limited to, the topics described in the bulleted text.

Do you have feedback about the relevance of the skills measured on this exam? Please send Microsoft your comments. All feedback will be reviewed and incorporated as appropriate while still maintaining the validity and reliability of the certification process. Note that Microsoft will not respond directly to your feedback. We appreciate your input in ensuring the quality of the Microsoft Certification program.

If you have concerns about specific questions on this exam, please submit an exam challenge.

If you have other questions or feedback about Microsoft Certification exams or about the certification program, registration, or promotions, please contact your Regional Service Center.

Plan the Microsoft Dynamics CRM installation (15-20%)
Identify the offerings and supporting components for Microsoft Dynamics CRM
Describe Microsoft Dynamics CRM offerings and editions; identify the roles of the Microsoft Dynamics CRM Server; explain the role of supporting technologies, including Active Directory, Active Directory Federation Services (ADFS), Internet Information Services (IIS), Microsoft SQL Server, SQL Server Reporting Services, Microsoft SharePoint, Microsoft Exchange, and the Secure Token Service; explain the rights required to install Microsoft Dynamics CRMs
Identify infrastructure requirements, and identify hardware and software requirements
Describe the hardware and software requirements for Microsoft Dynamics CRM, identify the requirements for supporting technologies, plan the number and location of server roles and groups, identify Microsoft Dynamics CRM website requirements
Plan the implementation
Plan a single and multiple-server deployment, identify the Microsoft Dynamics CRM licensing model and license types, explain product key types and access mode types, plan multiple organizations, plan how to access Microsoft Dynamics CRM

Install and deploy Microsoft Dynamics CRM Server (15-20%)
Install the Microsoft Dynamics CRM Server
Install required components that are missing, add and remove sample data, identify specific accounts for Microsoft Dynamics CRM services, perform system checks, perform a command line installation, troubleshoot issues that prevent successful installation, register the installation, register for Windows Updates, verify components that are installed during setup
Deploy Microsoft Dynamics CRM Online
Describe the Microsoft Dynamics CRM Online Service, identify tasks that you must perform that are not required for an on-premises installation, differentiate between administrative and security roles, provision users, manage storage, deploy a single server and multiple servers
Deploy a Microsoft Dynamics CRM website
Use host headers, use Using Hypertext Transfer Protocol Secure (HTTPS) bindings, explain Internet Explorer security zones

Configure Microsoft Dynamics CRM (10-15%)
Install Microsoft Dynamics CRM Reporting Extensions
Identify when Reporting Extensions are required, explain the installation requirements for Reporting Extensions, differentiate between SQL-based reports and Fetch-based reports, describe the Microsoft Dynamics CRM Report Authoring Extension, explain when to install language packs
Configure an Internet-facing deployment (IFD)
Identify IFD and website requirements, identify required certificates, install and configure ADFS as the Secure Token Service, configure claims-based authentication
Plan and configure high-availability options
Verify hardware requirements for high availability; install Microsoft Dynamics CRM Server on multiple computers; explain how to install Microsoft Dynamics CRM in a Network Load Balancing (NLB) cluster; explain clustering SQL Server; describe high-availability solutions; explain high-availability options for supporting components including SQL Server, Microsoft Dynamics CRM email router; Active Directory and Microsoft Exchange Server

Configure and manage email (10-15%)
Configure email and message processing
Explain the advantages and disadvantages of email processing options, configure email processing, track email; configure correlation, configure users with the appropriate messaging options, configure email address approval, test and troubleshoot email configuration
Install and configure the Microsoft Dynamics CRM email router
Identify supported email systems and Windows operating systems, install the email router on multiple computers, create incoming and outgoing email profiles, deploy Inbox rules and forwarding rules, track token and smart matching options, set up and monitor an individual mailbox and a forward mailbox, set the synchronization method, install the Email Integration Service role, migrate email router settings
Configure server-side synchronization
Describe the features of and identify supported configurations, enable Server-Side Synchronization, create email server profiles, implement the Exchange and POP3-SMTP profile, configure authentication for email server profiles add mailboxes to an email server profile

Install and deploy the Microsoft Dynamics CRM Client for Outlook (10-15%)
Identify software and hardware requirements for the Microsoft Dynamics CRM Client for Outlook
Identify supported operating systems, including 32-bit, 64-bit, and Outlook versions; identify supported Internet browser versions
Install Microsoft Dynamics CRM Client for Outlook
Identify deployment methods, install from a command line, install from the Microsoft Dynamics CRM web application, identify upgrade options
Configure the Microsoft Dynamics CRM Client for Outlook
Use the Configuration Wizard for on-premises or hosted organizations; work online and offline; configure multiple organizations; configure user email settings; work offline; use and modify data filters

Upgrade a Microsoft Dynamics CRM edition and redeploy Microsoft Dynamics CRM (10-15%)
Upgrade to Microsoft Dynamics CRM 2013
Describe types of upgrades and upgrade paths, processes, and supported upgrade editions; explain base and table merges, including defer a table merge, perform a table merge, and determine the entities that are not merged; plan for failure, backup, and recovery; establish and validate test and production environments; upgrade the Microsoft Dynamics CRM email router; upgrade Microsoft Dynamics CRM for Outlook
Redeploy Microsoft Dynamics CRM by using Deployment Manager
Describe the redeployment process; explain Active Directory considerations; add and delete administrators; manage existing organizations, including changing, disabling, importing, and updating an organization; create and delete an organization; change an organization’s details; manage servers; update web addresses
Update Microsoft Dynamics CRM
Define update rollup packages, explain which update rollup package is released for each component, configure Microsoft Update, verify which update rollups are installed

Manage and troubleshoot a Microsoft Dynamics CRM deployment (10-15%)
Manage service accounts and system jobs
Describe service accounts and types, verify installed services, describe account types to use for each service, monitor and change service accounts, review and delete system jobs, describe system job types, limit the number of asynchronous jobs, delete records
Plan for disaster recovery
Create a disaster recovery plan; back up recommended components; recover Microsoft Dynamics CRM servers, Microsoft SQL Server, Microsoft Exchange Server; recover Microsoft Dynamics CRM email router and failed domain controllers
Monitor and troubleshoot Microsoft Dynamics CRM
Verify Microsoft SQL Server database file locations; monitor database size, row, and page compression; use Windows Event Logs; create custom views in Event Viewer; use performance counters; run diagnostics; configure tracing; install the Best Practices Analyzer (BPA) and run a scan; implement VSS Writer Service for Microsoft Dynamics CRM; discuss the Microsoft Dynamics Marketplace
Manage data encryption
Explain data encryption activation status, change the data encryption key, import a database that has encrypted fields, manage data encryption privileges

 


QUESTION 1
You are designing a table with a Customer Name field that must not be stored.
The table must derive its contents from the Name field on the Customer table. The Customer Name field must then be used in a C/AL function.
How should you create the Customer Name field and then access it using C/AL code?

A. Create the Customer Name as a FlowFilter field. In the code, use the CALCSUMS function to evaluate the value of Customer Name.
B. Create the Customer Name as a Normal text field. In the code, use the EVALUATE function to evaluate the value of Customer Name.
C. Create the Customer Name as a FlowField with a Method set to Lookup. In the code, use the CALCFIELDS function to evaluate the value of the Customer Name.
D. Create the Customer Name as a FlowFilter field. In the code, use the EVALUATE function to evaluate the value of Customer Name.

Answer:


QUESTION 2
You create a Seminar Registration Line table.
You need to ensure that the Line Discount Amount is always calculated correctly.
You need to add the following code segment to the table:
“Line Discount Amount”:= ROUND(“Line Discount %” * Item. “Seminar Price” * 0.01,GLSetup. “Amount Rounding Precision”);
On which trigger should you add the code segment?

A. OnModify
B. Line Discount Amount – OnValidate
C. Quantity – OnValidate
D. Line Discount % – OnValidate

Answer:


QUESTION 3
What is a function trigger?

A. A system flag (trigger) that is raised whenever a built-in function in Microsoft Dynamics NAV is run
B. A set of C/AL statements run when called by other C/AL code
C. A system flag (trigger) to indicate to Microsoft Dynamics NAV that a function has run successfully
D. A system indicator that is set when a new record is inserted into a table

Answer:


QUESTION 4
You create a new page in Microsoft Dynamics NAV.
You notice a table 2000000039 printer.
Which type of table is it?

A. System table
B. Special table
C. Virtual table
D. Temporary table

Answer:

Explanation:
Ref: http://blog.masterstudio101.com/2014/03/07/NAV%20Objects,%20System%20Tables%20a
nd%20Virtual%20Tables


QUESTION 5
You need to create a master table representing entities with whom business is conducted.
Which posting group must you include in the table?

A. The Gen. Bus. Posting Group
B. The Gen. Prod. Posting Group
C. The VAT Prod. Posting Group
D. The VAT Bus. Posting Group

Answer:

Explanation: Specifies the general business posting group codes for customers and vendors for posting purposes.
Ref: http://msdn.microsoft.com/en-us/library/hh178951(v=nav.70).aspx

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Microsoft pushes Windows 10 upgrade using tactic it once called ‘a mistake’

Maker of ‘GWX Control Panel’ tool reports that Windows 7 and 8.1 PCs receiving upgrade as pre-selected ‘Optional’ item in Windows Update

Microsoft has begun to deliver the Windows 10 upgrade to eligible Windows 7 and Windows 8.1 PCs through Windows Update, making good on an October announcement.

A company spokeswoman confirmed that the Windows 10 upgrade is reaching customers’ systems.

More than three months ago, Terry Myerson, the executive who leads the operating system and devices group, said that the Windows 10 upgrade would be pushed to users via Windows Update, the primary maintenance service for its OSes.

At the time, Myerson said that the upgrade would first appear under the “Optional” section in Windows Update, then later transit to “Recommended.” The difference is more than labeling: In Windows Update, “Optional” is supposed to be just that; customers must explicitly check the box for an item for it to automatically download and install. “Recommended” items, on the other hand, will be retrieved and installed unless the user has changed the default settings of Windows Update.

In the past, Microsoft has issued updates and upgrades in that two-step process under which bits first appeared under Optional, then after a month or more — a span Microsoft used to digest diagnostic data from affected PCs to ensure things worked as expected — the same update shifted to Recommended, and reached the majority of users.

It’s unclear whether Microsoft is following the plan it laid out in October: While several prominent bloggers who focus on Microsoft — including Paul Thurrott and ZDNet’s Mary Jo Foley — said that the Windows 10 upgrade had been deployed as Recommended in Windows Update, there was no explicit evidence that that had, in fact, begun.

But the Windows 10 upgrade has appeared under Windows Update’s Optional list, according to Josh Mayfield, the creator of GWX Control Panel. The free utility made Microsoft’s Get Windows 10 (hence “GWX”) upgrade reservation app go away, purged the system of upgrade files, and blocked the automatic upgrade.

Mayfield maintains a multiple-PC pool of test machines to monitor how Microsoft promotes Windows 10. Yesterday, he confirmed that the upgrade showed up under Optional on both Windows 7 and Windows 8.1 PCs.

“As we saw over the summer, it’s listed as an ‘Optional’ update but automatically selected to install, unlike other updates in that category,” said Mayfield in an email reply to questions Tuesday.

Mayfield was referring to events that began in mid-September at the latest, when users noticed “Upgrade to Windows 10 Home” or “Upgrade to Windows 10 Pro,” in Windows Update. Those items appeared in the Optional section of Windows Update’s listing of available patches and fixes. Normally, updates pegged as Optional will not download to a PC — whether automatically or in a manual check — until the user has ticked a box.

But according to users’ reports at the time, Windows Update itself checked the “Upgrade to Windows 10” optional update as eligible for download and installation. Users with Windows Update set to automatically retrieve and install updates — the norm, and the setting recommended by Microsoft — or who did not examine the optional update list, were then served with the Windows 10 upgrade, whether they wanted it or not.

Microsoft quickly issued a statement saying that the checking of the upgrade’s Optional item “was a mistake.”

Mayfield contended that Microsoft has done the same this week by automatically checking the Windows 10 upgrade box. Under those conditions, it mattered not a whit whether the upgrade was listed under Recommended or Optional: The result would be the same. For the vast majority of users, the upgrade would download — if it wasn’t already on the PC, having been pre-loaded under a long-running campaign to place the bits on customers’ devices — and the installation process would begin.

Microsoft has said that users could decline the Windows 10 upgrade once installation began, but has declined to say whether the upgrade starts in all cases, detail how the user authorization process is to play out, and whether — after a customer declines the upgrade — it presents itself again later.

The company has been little help when asked to clarify exactly what began this week for the Windows 10 upgrade on Windows 7 and 8.1 devices.

“We are committed to making it easy for our Windows 7 and Windows 8.1 customers to upgrade to Windows 10,” Microsoft said in a statement forwarded by the firm’s spokeswoman. “We updated the upgrade experience today to help our customers, who previously reserved their upgrade, schedule[d] a time for their upgrade to take place.”

In a follow-up email, the spokeswoman did not directly answer questions Computerworld posed, including whether the Windows 10 upgrade was being placed in Recommended, Optional or both. “This is rolling out in a phased approach which is why you are seeing different reports,” she said.

Mayfield noted that as far as he can tell, Microsoft has honored the registry settings it had earlier said would block the appearance of the Windows 10 upgrade on PCs powered by Windows 7 and 8.1. Those registry tweaks — made by crafting a Group Policy that could be distributed to large numbers of machines — were spelled out in a support document revised last month.

That means Mayfield’s GWX Control Panel will stymie attempts to place the Windows 10 upgrade in Windows Update, as the tool was designed to do. Previously, Mayfield had warned that might not be the case if Microsoft again changed the rules, an increasingly common practice for the company, which, for example, repeatedly issued a Windows 10 reservation app to users who had managed to uninstall it.

“If GWX Control Panel reports ‘No’ for ‘Are Windows 10 Upgrades allowed?’, then the Windows 10 upgrade doesn’t even appear as an option in the Windows Update control panel,” Mayfield reported. Those who download and install GWX Control Panel can block the Windows 10 upgrade from appearing by clicking “Disable Get Windows 10 app,” and then clicking “Prevent Windows 10 Upgrades.”

Earlier this month, Microsoft said that it would expand Windows 10 upgrade distribution to include all systems running Windows 10 Home and Windows 10 Pro — even domain-joined Windows 10 Pro machines in businesses — that receive their security patches directly from Windows Update. It was also unclear today whether Microsoft is serving the upgrade to domain-joined PCs, which were originally exempt from the push, or only to consumers and commercial systems not connected to a network in which administrators use Active Directory to set access rights.

GWX Control Panel can be downloaded from Mayfield’s website free of charge, although he accepts donations from appreciative users.

Microsoft is placing the Windows 10 upgrade on Windows 7 and Windows 8.1 PCs, but pre-selects the download, even though it’s listed as an ‘Optional” update/upgrade. That’s contrary to how Windows Update’s Optional items usually work, and was called a “mistake” by Microsoft when it did the same last year.

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Exam MB2-701 Extending Microsoft Dynamics CRM 2013

Published: January 29, 2014
Languages: English, Chinese (Simplified), French, German, Japanese, Spanish
Audiences: Developers
Technology: Microsoft Dynamics CRM 2013
Credit toward certification: MCP, Microsoft Specialist

Skills measured
This exam measures your ability to accomplish the technical tasks listed below. The percentages indicate the relative weight of each major topic area on the exam. The higher the percentage, the more questions you are likely to see on that content area on the exam. View video tutorials about the variety of question types on Microsoft exams.

Please note that the questions may test on, but will not be limited to, the topics described in the bulleted text.

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Plan the deployment of Microsoft Dynamics CRM (15-20%)
Describe the Microsoft Dynamics CRM application framework
Describe the Microsoft Dynamics CRM extensibility platform; describe Portable Business Logic functionality; explain the Application, Platform, and Database layers; describe the differences between the Microsoft Dynamics CRM application framework on-premises and online
Identify the considerations for deploying Microsoft Dynamics CRM
Describe the deployment model, identify support for Outlook clients, identify the extensibility points, identify types of reporting, identify the web resources
Plan for user interface customization
Describe the Web Application Navigation and Nav bars, customize the Site Map and command bar, describe the entity command bar templates, describe how customizations impact Microsoft Outlook, edit the custom actions and command definitions, describe Nav bar enable and display rules, describe how to use localized labels with command bars, describe URL-addressable forms and views

Perform common platform operations (15-20%)
Explain the Discovery Service
Describe Discovery Service authentication and authorization, explain the differences between the Discovery Service Web Service on-premises and online
Explain the Organization Service
Describe Organization Service authentication and authorization, describe entity information, explain the RetrieveAttributeRequest and RetrieveAttributeResponse methods
Describe how to use data types, methods, and classes
Explain the different data types; describe how to use the Create, Retrieve, Update, Delete, and RetrieveMultiple methods; describe how to use early- and late-bound classes
Describe Windows Communication Foundation (WCF) web services
Describe integration of Microsoft Dynamics CRM and WCF; describe how to handle WCF faults; use and specify Open Data Protocol (OData) elements when querying Microsoft Dynamics CRM data

Perform advanced platform operations (10-15%)
Identify different ways to query data
Explain QueryExpression, QueryByAttribute, LINQ queries, and filtered views; explain how to save queries; explain FetchXML and custom SQL Server Reporting Services (SSRS) reporting in relation to Microsoft Dynamics CRM; describe the integration of Microsoft Azure with Microsoft Dynamics CRM
Identify how to use requests and responses
Identify how to use the Execute() method, use entity-specific and non-entity specific requests, use simple generic request messages; pass optional parameters in messages
Explain the Metadata web service
Describe the metadata layer, explain the Read and Write actions possible with metadata, use metadata from custom applications

Implement business processes (10-15%)
Describe workflows
Describe workflow process architecture, describe custom workflow activities and custom XAML workflows (declarative workflows), describe workflow rules and binding rules to events
Describe dialogs
Explain input arguments in dialogs; describe dialog rules, events, pages, prompts, responses, actions, and conditions
Create and manage custom workflows
Set up custom workflow activity assemblies; create, configure, and debug custom workflow activities; create and modify workflows in Windows Workflow Foundation (WF); describe business process flows

Create plug-ins (15-20%)
Describe plug-ins
Explain plug-ins and when to use them; describe cascading events; explain the information available in plug-ins; describe plug-in isolation, trusts, and statistics; describe impersonation in plug-ins; describe how to register and deploy plug-ins; describe how to debug plug-ins
Describe the event framework
Describe the key features of the event framework, describe the event execution pipeline, describe how to use Entity classes in plug-ins

Implement application events (15-20%)
Describe application events
Describe the use of JavaScript libraries to customize Microsoft Dynamics CRM; describe form and field events, including OnChange, OnLoad, OnSave, TabStateChange, and OnReadyStateComplete; implement IFRAMES in entity forms
Implement client-side code
Describe using JavaScript for client-side events, debug client-side code, request external data, pass parameters, access Microsoft Dynamics CRM 2013 web services
Implement form types
Describe the different form types, implement the Xrm.Page object, implement Xrm.Utility, explain how to test form types, describe the form event handler execution context
Describe global variables and functions
Explain how to set dependencies and pass parameters, define the allowed query string parameters, add and handle form parameters, explain the getQueryStringParameters method

Implement web resources (10-15%)
Explain how to use the different types of web resources
Define webpage (HTML), style sheet (CSS), script (JavaScript), data (XML), images (PNG, JPG, GIF, ICO), Silverlight (XAP), and style sheet (XSL) web resources; create web resources; identify the limitations of each web resource; implement the passing of parameters between web resources; reference web resources; implement JavaScript libraries for code reuse across multiple applications
Explain how to use REST, OData, and JSON in Microsoft Dynamics CRM
Explain Representational State Transfer (REST); use EST in AJAX and JavaScript, explain JavaScript Object Notation (JSON), explain how to use the XMLHttpRequest object, use OData and JavaScript to create and update an account record
Explain how to use JQuery in Microsoft Dynamics CRM
Explain JQuery and how to use the JQuery object, use JQuery with a web resource, use JQuery to interact with the CRM form


QUESTION 1
You work as a Microsoft Dynamics CRM Implementation Consultant. You have been hired by
Certkingdom.com to deploy a Microsoft Dynamics CRM 2013 solution for the company.
You are configuring the report development environment for Fetch-based reports.
A server named CKD-SSRS1 has Microsoft SQL Server Reporting Services (SSRS) installed.
Report writers plan to use Business Intelligence Development Studio to author fetch-based
reports.
Which two of the following components should you install? (Choose two)

A. Microsoft SQL Server Integration Services (SSIS)
B. Microsoft SQL Server Analysis Services (SSAS)
C. Microsoft Dynamics CRM Report Authoring Extension
D. Microsoft Dynamics CRM Reporting Extensions
E. Microsoft Dynamics CRM Administrative Reports

Answer: C,D

Explanation:


QUESTION 2
You work as a CRM Administrator at Certkingdom.com. The company runs a Microsoft Dynamics
CRM 2013 organization.
You are configuring a Microsoft Dynamics CRM 2013 Order form. The form contains a text box.
The text box will be used to receive company specific input. You need to ensure that data entered
into the text box is valid.
How can you validate the data entered into the text box?

A. By using JavaScript code.
B. By using XML code.
C. By using iFrames.
D. By using HTML code.
E. By using Style Sheet (XSL) code.

Answer: A

Explanation:


QUESTION 3
You work as a project manager at Certkingdom.com. The company uses Microsoft Dynamics CRM
2013 for its customer relationship management solution.
All users use Microsoft Dynamics CRM for Outlook.
You need to modify the options in the Microsoft Dynamics CRM for Outlook navigation area.
What should you modify?

A. You should modify the Style Sheets (CSS).
B. You should modify the User Settings.
C. You should modify the Service Area.
D. You should modify the SiteMap.

Answer: D

Explanation:


QUESTION 4
You work as a software developer at Certkingdom.com. The company runs a Microsoft Dynamics
CRM 2013 organization.
You have been asked to create a solution in Microsoft Dynamics CRM 2013.
You need to use an object in your code that returns the base URL that was used to access the
application.
Which object should you use?

A. getQueryStringParameters
B. getUserId
C. getClientUrl
D. getOrgUniqueName
E. getUserLcid

Answer: C

Explanation:


QUESTION 5
You work as a Microsoft Dynamics CRM Consultant. You work for several companies designing,
deploying and managing their Microsoft Dynamics CRM 2013 systems.
You have objects containing sets of customizations, components and settings that are used by
multiple customers in their separate Microsoft Dynamics CRM 2013 organizations.
What are the objects?

A. Data Maps
B. Extensions
C. Styles
D. Site Maps
E. Solutions

Answer: E

Explanation:

 

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