Customization & Configuration in MS Dynamics CRM 4 : MB2-631 Exam
Product DescriptionExam Number/Code: MB2-631
Exam Name:Customization & Configuration in MS Dynamics CRM 4

“Customization & Configuration in MS Dynamics CRM 4″, also known as MB2-631 exam, is a Microsoft certification. With the complete collection of questions and answers, Pass4sure has assembled to take you through 98 Q&As to your MB2-631 Exam preparation. In the MB2-631 exam resources, you will cover every field and category in Microsoft Business Solutions helping to ready you for your successful Microsoft Certification.
Exam topics covered
The following list includes the topic areas covered on this exam. The percentage indicates the portion of the exam that addresses a particular skill.

• Configuring Your Deployment (28 percent)
Configuring Business Units
Configuring Security
Configuring Users and Teams
Configuring Organizational Settings
Configuring Multi-User Interface Language Packs
Configuring Currency Exchange Rates

• Customizing Forms and Views (12 percent)
Customizing Forms
Customizing Views
Publishing Forms and View Changes

• Customizing Entities and Attributes (32 percent)
Maintaining Custom Attributes
Maintaining Custom Entities
Maintaining Custom Entity Icons
Renaming Entities
Translating Customized Entity Labels

• Customizing Relationships and Mappings (20 percent)
Relationship Concepts
1:N Relationship Behavior
Creating 1:N Relationships
Creating N:N Relationships
Entity Mappings

• Maintaining Organizations (8 percent)
Core Concepts – Multi-Tenancy and the Configuration DB
Managing Additional Organizations
Importing Organizations
Maintaining Servers and Licenses

Audience profile
Individuals who want to obtain a certification on Microsoft Dynamics CRM 4.0 Customization and Configuration should take this exam.

Credit toward certification
When you pass this exam, you earn credit toward the following certifications:

• Microsoft Certified Business Management Solutions Specialist
• Microsoft Certified Business Management Solutions Professional – Applications for Microsoft Dynamics CRM 4.0
• Microsoft Certified Business Management Solutions Professional – Installation and Deployment for Microsoft Dynamics CRM 4.0
• Microsoft Certified Business Management Solutions Professional – Developer for Microsoft Dynamics CRM 4.0
Preparation tools and resources
In addition to your hands-on experience working with the product, we highly recommend that you use the following tools and training to help you prepare for this exam:

E-Learning courses for this exam

• Collection 8912: Customization and Configuration in Microsoft Dynamics CRM 4.0

Note We strongly recommend that you use training materials in conjunction with the corresponding e-learning to prepare for a certification exam.

Training materials for this exam

Training materials for Microsoft Dynamics can be ordered through your local partner.

• Course 8912: Customization and Configuration in Microsoft Dynamics CRM 4.0

Classroom training for this exam

• Course 8912: Customization and Configuration in Microsoft Dynamics CRM 4.0

Supplemental learning resources

• Microsoft Dynamics CRM 4.0 Implementation Guide, online manuals and tutorials found in online Help within the Microsoft Dynamics CRM product.

Additional skills recommended

• General working knowledge of Microsoft Dynamics CRM 4.0. It is recommended, but not required, that candidates have completed Microsoft Dynamics CRM 4.0 Applications training.

• Because this course focuses on customizing database entities, attributes, relationships, and mappings, it is recommended that students have a basic understanding of Microsoft SQL Server and relational database functionality.

Microsoft online resources

• MSDN: Designed as a reference for developers, the Microsoft Developer Network (MSDN) features code samples, technical articles, newsgroups, chats, and more.

• Training and certification newsgroups: There is a newsgroup for every Microsoft certification. By participating in the ongoing dialogue, you take advantage of a unique opportunity to exchange ideas with and ask questions of others, including more than 750 Microsoft Most Valuable Professionals (MVPs) worldwide.

Skills being measured
This certification exam measures your ability to do the following:

• Understand and articulate how to configure the application’s organizational settings.

• Customize the application by using its built-in customization tools.

Exam specifics
Time requirements and questions

• 100 minutes to complete the exam

• 50 questions, with a passing rate of 70 percent

• Multiple choice and multiple answer questions

Registration

Register for Exam #MB2-631, Microsoft Dynamics CRM 4.0 Customization and Configuration.

• Register now (Prometric.com)

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

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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 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

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

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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

11. You are responsible for managing users within your companys Microsoft Dynamics CRM 4.0 implementation. The implementation contains Business Units, Eastern Region and Western Region, both of which have the same parent Business Unit, Channel 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 Channel 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 users 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 users 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 users Business Unit to Western Region. Add the user to the Sales Team Leader role in the Western
Region. Answer: d

12. 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

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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

13. 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

14. 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

15. 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

16. 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.

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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: ab

17. 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 Enable form assistant.
C.Open the form and select Properties. On the Display tab, check Enable form assistant. D.Open the form, add an Iframe and select the type to be Form assistant.
Answer: c

18. 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

19. You are responsible for customizing your companys 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

20. 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.)

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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: ab
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