All users in your organization share a security role named Contoso Employee. The only current Account form is assigned to that role and is configured as a fallback. The marketing team has an additional security role named Contoso Marketing, and your support team has an additional security role named Contoso Support. You need to create a new form for the marketing team. You have the following requirements:
The form must be the only form available to the marketing team.
The support team must have access to this new form and the current form.
What should you do?
You are developing a Microsoft Dynamics CRM solution for a company. Your solution utilizes an HTML Web Resource on the Account form. Company employees use Microsoft Dynamics CRM Mobile client for iPad, Android, and Windows. How will this environment affect the user experience?
You add a Roll up field to the Microsoft Dynamics CRM Account entity to calculate the sum of related Opportunity Estimated Revenue. How frequently will Dynamics CRM automatically recalculate the Rollup field?
You customize Microsoft Dynamics CRM for a customer. Your customer has the following requirements for custom attributes: Users should not be able to add filters for this field in Advanced Find. The fields should be available when customizing views. What should you do?
You are an independent software vendor. You want the custom entities and custom attributes distributed by your solution to have the prefix "contoso_". What should you do?
You intend to use the following three environments when you customize Microsoft Dynamics CRM:
Sandbox
Staging
Production
Each environment represents a stage in the promotion of your work. You need to transfer custom entities and fields between these environments. Which mechanism should you use?
You are creating a custom entity named Transaction. This entity needs to be an available activity that you can create from the contact entity. What should you do to configure the entity?