Microsoft Dynamics 365 Customization and Configuration

You are implementing a Lead to Quote business process. The process will update the Lead, Account, Contact, and Quote entities.
You need to create a business process flow (BPF) that spans the entities.
What should you do?

You need to create a business process flow (BPF) that spans multiple entities.
Which of the following statements is true?

You create a business rule for the Account entity. The business rule must run when you import account records. Which two conditions must be true? Each correct answer presents a complete solution.

You are implementing a new business process.
The system must send a notification to the manager 24 hours after an opportunity is created based on the date of the next best action.
Which type of workflow should you implement?

You create a business rule for the Case entity and set the scope to Case.
Which action will cause the business rule to run?

Which actions can you perform by using a business rule?

You create a workflow and set the scope to User (default). UserA owns the workflow.
UserB is making bulk changes on records that will trigger the workflow.
Which records will this workflow affect?

You are a subject matter expert for an insurance company. You have a complex business method that is used for setting and releasing claims.
You need to create a process in Microsoft Dynamics 365 to assist team members with the claims settlement process. You must limit this process to team members that have a specific security role.
What should you implement?

When a business process flow (BPF) enters a specific stage, you need to run a workflow. Which two actions should you perform? Each correct answer presents part of the solution.

Which two of the following are valid security role permissions? Each correct answer presents a complete solution.