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.

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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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