You are a Microsoft CRM Consultant and have been asked to advise a company on their Business Unit structure. When the company installed Microsoft Dynamics CRM 4.0 they named the root Business Unit adventure Work Cycle missing the from works The company has asked you how they can change this. What action do you take?
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 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?
You are the IT administrator for your organization, which translates written material into multiple languages.
Your staff use the web client, and want to use CRM in their own languages, and all available language packs
have been installed on the CRM server. You want the Translations Manager to be able to choose which
languages are available to the users. What steps should you take?
Choose the 2 that apply.
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Exam Name: Customization & Configuration in MS Dynamics CRM 4 Exam Type: Microsoft
Exam Code: MB2-631 Total Questions: 50
You are responsible for managing users within your company's Microsoft Dynamics CRM 4.0 implementation. The implementation contains Business Units, astern Region and estern Region both of which have the same parent Business Unit, hannel Sales & Marketing One user has left the Eastern Region and now works for the Western Region. He needs the equivalent access to records in the Western Region that he formerly had in the Eastern Region. The user is a member of the sales Team Leader security role, which was created in the hannel Sales & Marketing Business Unit. How should you do this?
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?
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?
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Exam Name: Customization & Configuration in MS Dynamics CRM 4 Exam Type: Microsoft
Exam Code: MB2-631 Total Questions: 50
Choose the 2 that apply.
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?
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?