Archive for February, 2016

Exam MB5-705 Managing Microsoft Dynamics Implementations

Published: September 21, 2013
Languages: English, Chinese (Simplified), French, German, Italian, Japanese, Portuguese (Brazil), Russian, Spanish
Audiences: IT professionals
Technology: Microsoft Dynamics Sure Step
Credit toward certification: MCP, Microsoft Dynamics Certified Technology 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.

Do you have feedback about the relevance of the skills measured on this exam? Please send Microsoft your comments. All feedback will be reviewed and incorporated as appropriate while still maintaining the validity and reliability of the certification process. Note that Microsoft will not respond directly to your feedback. We appreciate your input in ensuring the quality of the Microsoft Certification program.

If you have concerns about specific questions on this exam, please submit an exam challenge.

If you have other questions or feedback about Microsoft Certification exams or about the certification program, registration, or promotions, please contact your Regional Service Center.

Explain projects and project management (10-15%)
Define a project
Define project characteristics, describe a project definition, differentiate project versus operational work, explain triple constraint
Explain project life-cycle planning and pitfalls
Explain the project management diamond, recognize recurring project challenges, describe project life-cycle planning
Define project management
Identify the definition of project management, explain project management disciplines, identify project management processes
Describe agile and waterfall models
Explain the differences between agile and waterfall development, describe the different agile methodologies, explain the scrum methodology

Define Microsoft Dynamics Sure Step (10-15%)
Describe Sure Step tools and templates
Define the purpose and value of Microsoft Dynamics Sure Step, describe the functionality of the Microsoft Dynamics Sure Step client, identify the available project types and phases, identify the components of Sure Step, explain how to use the documents view, explain how to use the reference view, identify components of activity and task pages, identify features of Microsoft Dynamics Sure Step Online
Create a project repository
Explain how to create, clone, export, import, and delete Sure Step projects

Initiate a project and prepare for the diagnostic phase (10-15%)
Use solution envisioning and describe the diagnostics phase
Describe solution envisioning, identify deliverables for the diagnostic phase, describe the purpose and objectives of the diagnostic phase, describe the activity flow within the diagnostic phase, describe diagnostic phase preparation, explain diagnostic phase planning
Explain the use of Decision Accelerators
Identify the steps within a Decision Accelerator Offering, use the delivery guides to describe Decision Accelerator best practices, identify activities and deliverables for Decision Accelerators, select the appropriate Decision Accelerator Offering, identify components that are involved in a proposal generation, select an appropriate project type based on an engagement

Deliver Decision Accelerators (10-15%)
Complete a requirements and process review
Identify roles involved, describe the purpose of a requirements and process review, identify activities in a requirements and process review, identify pre-conditions of a requirements and process review
Complete a fit gap and solution blueprint
Identify roles involved, describe the purpose of a fit gap and solution blueprint, identify activities in a fit gap and solution blueprint, identify pre-conditions of a fit gap and solution blueprint

Generate a proposal and final licensing and services agreements (10-15%)
Describe the proposal generation process
Identify activities in final licensing and service agreements, identify deliverables associated with the proposal generation process, describe differences in project types, identify recommendation criteria for project types, define roles and responsibilities by using a RACI matrix, identify components of a project charter
Describe the steps after proposal generation
Describe the purpose of proposal management, select the appropriate step that follows proposal generation, describe the steps that follow proposal delivery

Describe project management disciplines (10-15%)
Manage risk
Describe risk management, identify activities included in risk management, identify the purpose of risk management, identify the pre-conditions of risk management, identify activities and classify by project management process
Manage quality
Describe quality management, identify activities included in quality management, identify the purpose of quality management, identify the pre-conditions of quality management, identify activities and classify them by project management process
Manage communication
Describe communication management, identify activities included in communication management, identify the purpose of communication management, identify the pre-conditions of communication management, identify activities and classify them by project management process
Manage scope
Describe scope management, identify activities included in scope management, identify the purpose of scope management, identify the pre-conditions of scope management, identify activities and classify them by project management process
Manage resources
Describe resource management, identify activities included in resource management, identify the purpose of resource management, identify the pre-conditions of resource management, identify activities and classify them by project management process

Use waterfall delivery (10-15%)
Manage the analysis phase
Describe the analysis phase, identify key objectives of the analysis phase, identify activities and deliverables in the analysis phase, describe the purpose of kickoff activities, describe solutions overview training, describe the detailed business process analysis process, identify the purpose of a functional requirements document
Manage the design phase
Describe the design phase, identify key objectives of the design phase, identify activities and deliverables in the design phase, identify and describe cross-phase processes, describe the solution design process, identify and describe solution design deliverables
Manage the development phase
Describe the development phase, identify key objectives of the development phase, identify activities and deliverables in the development phase, identify activities included in solution testing

Use agile delivery (10-15%)
Prepare for agile delivery
Describe the agile project type in Sure Step, explain the criteria for the agile project type, identify activities in the agile project type, identify recommendation criteria for the agile project type, describe the flow of activities in agile preparation, describe activities in agile preparation
Run an agile project
Describe the flow of activities in an agile project type, describe activities in an agile project type, describe components of a sprint cycle

Manage the deployment and operations phases (10-15%)
Manage deployment activities
Describe the deployment phase, identify key objectives of the deployment phase, identify activities and deliverables in the deployment phase, describe training activities in the deployment phase
Perform testing
Describe testing activities in the deployment phase, identify components of a production audit, identify data migration activities in the deployment phase
Go-live with the project
Describe the go-live activity, identify components of the go-live cutover plan
Manage operation activities
Describe the operation phase, identify key objectives of the operation phase, identify activities and deliverables in the operation phase, identify the purpose of quality management in the operation phase
Close the project
Describe the purpose of project closure, describe activities associated with project closure


QUESTION 1
You are a project manager, and you use Microsoft Dynamics Sure Step for implementations of Microsoft Dynamics products for your customers.
Your customer’s major stakeholders identify significant changes that will increase the scope of a project.
Which two risk response strategies for the project definition update should you use? (Each correct answer presents part of the solution, Choose two.)

A. Exploit
B. Avoid
C. Enhance
D. Transfer
E. share

Answer: B,D


QUESTION 2
Which document should you use to manage project deliverables?

A. project scope statement
B. project objectives
C. technical requirements
D. functional requirements

Answer: A


QUESTION 3
You are a project manager.
You find that the personnel in the Human Resources department are new and not experienced in project work. You need to manage the project resources to accommodate the lack of project experience in the project. What should you do?

A. Add more time for the project activities.
B. Release the project team.
C. Document the problem and the impact on the scope of the project to the major stakeholders.
D. Document the impact of the lack of experience on the legal requirements.

Answer: A


QUESTION 4
You are a project manager, and you use Microsoft Dynamics Sure Step Methodology to manage projects. You need to ensure that quality assurance is part of a project that you are managing. Which item should you include as part of the project?

A. a comprehensive review with the project stakeholders at the end of the project
B. a review process done at the beginning and checked off at the end of the project with the project stakeholders
C. quality assurance reviews with stakeholders, scheduled early and often across all project phases
D. a comprehensive review process performed if problems occur during the project or at a stakeholder’s request

Answer: C


QUESTION 5
As a project manager, you need to incorporate a change request into the project.
Which two tasks must be completed to correctly handle this request when you use the Microsoft Dynamics Sure Step Methodology? (Each correct answer presents part of the solution. Choose two.)

A. Complete a customer review and approval.
B. Complete a plan-do-check-act cycle.
C. Complete a change request form.
D. Complete a work breakdown structure.
E. Complete a risk identification.

Answer: A,C

Explanation: http://technet.microsoft.com/en-us/library/hh227544.aspx


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Exam MB2-709 Microsoft Dynamics Marketing

Published: July 9, 2015
Languages: English
Audiences: Information workers Technology
Microsoft Dynamics Marketing
Credit toward certification: 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.

Do you have feedback about the relevance of the skills measured on this exam? Please send Microsoft your comments. All feedback will be reviewed and incorporated as appropriate while still maintaining the validity and reliability of the certification process. Note that Microsoft will not respond directly to your feedback. We appreciate your input in ensuring the quality of the Microsoft Certification program.

If you have concerns about specific questions on this exam, please submit an exam challenge.

If you have other questions or feedback about Microsoft Certification exams or about the certification program, registration, or promotions, please contact your Regional Service Center.

Apply integrated marketing management (IMM) solution concepts (10-15%)
Describe marketing organizations and their solution requirements
Identify typical marketing organization types and roles, define their functional needs, define specific marketing scenarios
Identify the characteristics of an IMM solution
Define IMM disciplines; identify functional product modules, define a solution implementation scope
Explain integration options
Characterize a customer relationship management (CRM) integration scenario, explain external Power BI reporting options, outline social engagement integration options

Set up and configure the application (10-15%)
Provision the software
Provision a mobile device management (MDM) system via Office 365, explain the Office 365 user setup process, describe the license assignment process
Explain the user interface and administrative settings
Indicate key navigation functionality, set up dashboard widgets; demonstrate user interface customization options; configure user alerts options; describe key administrative system settings; enter support tickets, and work with support for resolution
Define users, contacts, and organizations
Set up different types of companies; introduce business hierarchies; create contact records; create templates for programs, campaigns, jobs, approvals, and estimates; explain the users and contacts relationship; define user and role privileges; use custom contact fields

Create, track, and measure multichannel marketing communication (10-15%)
Prepare system for multichannel marketing activities
Explain different email marketing plug-ins; review functional options of the Subscription Center; evaluate available email editor options; compare available email designations and rules; demonstrate file management for email marketing; describe events, landing pages, A/B testings, and webinars
Compose and send email marketing messages
Determine functional options of the drag-and-drop email editor, identify available personalization and dynamic content options, expand on legal requirements for marketing email communication, characterize email performance reporting options, create queries; understand marketing lists
Create and post social media messages
Set up social media outlets; create and dispatch social media messages, create and integrate landing pages into email messages; create email templates; gather leads and connections with CRM

Generate and manage marketing leads (10-15%)
Capture and nurture marketing leads
Explore alternative lead creation methods and sources; describe available lead creation rules and strategies, differentiate between leads and lead interactions, apply manual and automated lead scoring, outline landing page design and operation options
Convert marketing leads and close opportunities
Identify key stages of the lead lifecycle, explain the Sales Ready stage and its relevance for an integrated MDM/CRM scenario, assign leads automatically based on defined criteria
Apply lead-based segmentation
Characterize different segmentation options; explain list and query setup, maintenance, and synchronization options with CRM

Automate marketing campaigns (10-15%)
Plan automated marketing campaigns
Name and explain different campaign action and response types, compare different types of email campaigns, explore functional options available to pre-test certain campaign contents
Compose and activate the campaign workflow
Describe best practice examples for setting up automated campaign workflows, validate and activate automated campaigns
Maintain and report on automated campaigns
Demonstrate campaign performance and results tracking options, display sales collaboration features in an integrated MDM/CRM scenario, devise best-practices for mid-flight campaign alterations

Measure marketing performance and results (10-15%)
Use built-in performance reporting
Demonstrate benefits and limitations of built-in reports; explore report security options; compare built-in reports with ad-hoc list view reports; create standard Power BI dashboard widgets; repurpose OOB fields; add new fields for reporting needs
Leverage external reporting
Leverage Power BI functionality to build external custom reports, explain the role and function of the OData interface, demonstrate how Microsoft Social Engagement reports can be embedded

Manage marketing projects (10-15%)
Work with jobs, tasks, and requests
Compare typical job workflow scenarios, explain the job teams and job tasks functionality, build a job request connected to a job template
Manage digital assets and approval workflows
Name supported file types, point out available online markup functionality, compare different approval methods and user roles, manage file versioning and purge of deleted files, assist in naming conventions for files and a file library folder structure
Plan and organize events
Describe event registration and attendance management, define event venues and facilities, set up and manage event sessions, create approval templates

Manage marketing finance (5-10%)
Manage marketing budgets
Set up a chart of accounts, manage and maintain marketing budgets, configure budget security, differentiate between a workbook and a worksheet
Track expenses and other costs
Explore how to track marketing expenses and direct cost of labor; track time slips; report on planned versus actual project costs; create purchase orders, invoices, expenses, and estimates
Plan and buy media
Introduce media vendors and outlets, build a media plan and create media orders, report based on media usage and channel performance, compose a rate card

Integrate Microsoft Dynamics Marketing with CRM (10-15%)
Explain the business case scenario
Describe the solution’s underlying philosophy; determine limiting factors and exception criteria; assist the marketing and sales team to define which fields will be integrated; define business rules for leads, opportunities, and new campaigns
Describe technical requirements
Name the supported MDM and CRM versions and deployment options, identify the required technical steps to complete the integration, describe the MDM configuration steps for the MDM-CRM Connector

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Exam MB2-707 Microsoft Dynamics CRM Customization and Configuration

Published: January 22, 2015
Languages: English, Chinese (Simplified), Japanese
Audiences: IT professionals
Technology: Microsoft Dynamics CRM
Credit toward certification: 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.

Do you have feedback about the relevance of the skills measured on this exam? Please send Microsoft your comments. All feedback will be reviewed and incorporated as appropriate while still maintaining the validity and reliability of the certification process. Note that Microsoft will not respond directly to your feedback. We appreciate your input in ensuring the quality of the Microsoft Certification program.

If you have concerns about specific questions on this exam, please submit an exam challenge.

If you have other questions or feedback about Microsoft Certification exams or about the certification program, registration, or promotions, please contact your Regional Service Center.

Manage solutions (10–15%)
Plan for customization
Define xRM; differentiate configuration, customization, extending, and development; design appropriate customizations; identify documents in the Microsoft Dynamics CRM implementation guide
Manage solutions
Understand business requirements, understand the benefits of solutions, create solutions, export managed and unmanaged solutions, import solutions, describe default solution, specify a publisher, work with multiple solutions, describe solution components
Manage customizations
Describe component dependencies; describe customization concepts for entities, fields, forms, views, and charts; publish customizations

Manage security (10–15%)
Understand security concepts
Describe business units, describe Microsoft Dynamics CRM security features, identify privileges and access levels for security roles, describe security role interaction with business units
Manage access
Create and maintain users, create owner teams, describe owner teams and sharing, manage security roles for users and teams, differentiate owner teams and access teams, create access team templates, add access team subgrids to forms
Work with field-level security
Identify entities for which field-level security is available, create field security profiles, define field permissions, add field permissions, assign field security profiles to users and teams
Manage auditing
Enable entity-level auditing, enable field-level auditing

Customize entities (10–15%)
Create custom entities
Describe entity customization concepts; create custom entities; configure display names, plural names, and schema names; configure entity ownership; create custom activity entities; set primary fields
Manage custom entities
Configure entity properties including display areas, communication and collaboration options, fixed properties, data services options, Microsoft Outlook options, mobile options; modify custom entities; delete custom entities; identify dependencies

Customize fields (10–15%)
Create and maintain fields
Describe field customization concepts, create fields, describe ways new fields can be created, delete custom fields
Configure field properties
Identify field data types; identify field display formats; configure the requirement level field property; configure searchable, audit, and field security field properties; identify properties that can be changed for existing fields
Manage special fields
Configure local and global option sets, configure status and status reason fields, describe dependencies, create calculated fields, describe the purpose of rollup fields, create rollup fields

Manage relationships (10–15%)
Describe entity relationships
Identify different relationship types; 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, and follows; identify supported and unsupported relationships; identify cascading behaviors such as Assign, Share, Unshare, Re-Parent, Delete
Manage entity relationships
Create entity relationships, map fields, manage connections and connection roles, work with relationship hierarchy visualization

Customize forms (10–15%)
Understand form customizations
Describe tab and section structure; add form fields; add subgrids; add social, activity, and notes controls; add other components and controls; preview form customizations
Create and edit forms
Copy existing forms or create new forms, configure quick create forms, create nested quick create forms, create quick view forms
Manage multiple forms
Identify scenarios where multiple forms are useful, specify form order, assign roles to forms
Manage mobile forms
Describe mobile forms for Microsoft Dynamics CRM for tablets, describe how forms are displayed to the user in the Microsoft Dynamics CRM for tablets app, describe considerations when designing mobile forms

Customize views (10–15%)
Work with system views
Differentiate between system, public, and personal views; describe view columns and view filtering; configure multi-entity search; differentiate between multi-entity, advanced find, and quick find search; identify associated views; configure lookup views; configure quick find views
Create and configure custom 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, share views, disable views, delete views
Manage custom views
Set the default public view, share views, identify entities for which hierarchical views are available, create hierarchical views

Customize charts and dashboards (5–10%)
Understand chart concepts
Identify design considerations for charts, differentiate between personal and system charts, identify limitations of the chart designer tools in the user interface
Create and configure charts
Create system charts and personal charts, describe chart types and options, add series and categories, choose chart views for chart preview, identify fields available for use in charts, include fields from parent entities in charts
Reuse charts
Export and import charts, identify steps to update chart XML, convert personal charts to system charts, convert system charts to personal charts
Create, configure, and manage dashboards
Differentiate between personal and system dashboards, configure dashboard components, create lists (views), display charts on dashboards, manage security roles for dashboards

Configure business process flows and business rules (10–15%)
Understand business process flow concepts
Describe the purpose of business process flows; differentiate between different types of processes; identify business process flow components including steps and stages, built-in business processes, custom business processes, entities that participate in business processes, and spanning entities
Create and manage business process flows
Create business process flows, define stages and steps, describe role-based business processes, describe branching logic for guided processes, describe use cases for the client API for business process flows
Create and manage business rules
Identify use cases for business rules; differentiate between client-side and server-side logic; create business rules; configure business rule conditions; apply AND/OR, IF…ELSE, IF….THEN logic in business rules; identify business rule actions; enable business rules for forms


QUESTION 1
On the Account record in Microsoft Dynamics CRM, you create business rules that update the Credit Limit based on the Relationship Type option set.
After which two user actions do these business rules apply? Each correct answer presents a complete solution. Choose two.

A. Saving an Account
B. Changing a Relationship Type on an existing Account
C. Adding a Relationship Type to a new Account
D. Deleting an Account

Answer: B,C

Explanation: Ref:https://technet.microsoft.com/en-us/library/dn531086.aspx


QUESTION 2
You need a component that can combine form controls together with the possibility to expand and collapse them.
Which component should you choose?

A. sub-grid
B. section
C. Quick View form
D. tab

Answer: D


QUESTION 3
You create two entities, Event and Booking, in Microsoft Dynamics CRM.
The Booking entity references the Event entity with an Event lookup attribute in the
Booking entity. This Event lookup attribute is used on the Booking form as lookup control.
You want to delete the Event entity.
What should you do first?

A. Delete the Event entity; all references are deleted automatically.
B. Remove the lookup attribute in the Booking entity.
C. Remove the lookup control on the Booking form.
D. Remove the relationship between Event and Booking.

Answer: C

Explanation: Ref:https://msdn.microsoft.com/en-us/library/gg309749.aspx


QUESTION 4
You want to show values from a related entity in a form in Microsoft Dynamics CRM.
Which two components can you use to display values in a sub-grid? Each correct answer presents a complete solution. Choose two.

A. dashboard
B. list
C. chart
D. report

Answer: B,C


QUESTION 5
You want to reduce the amount of data stored in auditing in Microsoft Dynamics CRM.
Your Dynamics CRM environment has multiple audit logs. You need to delete at least one audit log.
What should you do?

A. Select the most recent audit log, and click delete.
B. Create a bulk delete job, and select the audit entity.
C. Select the oldest audit log, and click delete.
D. Select multiple audit logs, and click delete.

Answer: C

Explanation:
Ref:https://technet.microsoft.com/en-us/library/dn683569.aspx#BKMK_Method10

 

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Exam MB2-704 Microsoft Dynamics CRM Application

Published: December 26, 2014
Languages: English, Chinese (Simplified), Japanese
Audiences: IT professionals
Technology: Microsoft Dynamics CRM
Credit toward certification: 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.

Do you have feedback about the relevance of the skills measured on this exam? Please send Microsoft your comments. All feedback will be reviewed and incorporated as appropriate while still maintaining the validity and reliability of the certification process. Note that Microsoft will not respond directly to your feedback. We appreciate your input in ensuring the quality of the Microsoft Certification program.

If you have concerns about specific questions on this exam, please submit an exam challenge.

If you have other questions or feedback about Microsoft Certification exams or about the certification program, registration, or promotions, please contact your Regional Service Center.

Apply sales management concepts (10–15%)
Work with customers
Identify customers who would benefit from sales management, identify core record types, describe how core record types are used in sales management, create and maintain customer records
Manage sales operations
Create, maintain, and use sales literature; create and maintain competitors; create and maintain sales territories; configure multiple currencies
Understand social listening
Identify social media channels, create and run search to listen for keywords, create an alert, determine where social insights can be added

Manage leads and opportunities (10–15%)
Work with leads
Determine when to use leads and opportunities, create and maintain leads, qualify and disqualify leads, convert email messages to leads, describe stages and steps in the lead process ribbon, describe the lead conversion process
Create opportunities
Create and maintain opportunities, convert activities and leads to opportunities, evaluate when to use system-calculated or user-provided values for revenue fields, describe stages and steps in the opportunity process ribbon
Manage opportunities
Close opportunities; view resolution activities; work with opportunity views; create and maintain opportunity connections; add post, activities, and notes in the collaboration pane; assign ownership of opportunity records to users or teams; add sales teams to opportunity records

Process sales (10–15%)
Manage the product catalog
Create unit groups, create products and add them to the product catalog, create price lists, create tailored price lists, create product kits and product bundles, group products by using product families, view product relationships by using hierarchy visualization, manage multiple currencies
Work with opportunities and quotes
Add opportunity products, capture product properties, suggest cross-sell and up-sell products, create new quotes, create a quote from an opportunity, activate and revise quotes, determine the impact of different currencies on price calculations and price lists
Work with orders and invoices
Create new orders; create new invoices; convert a quote to an order to an invoice; identify quote status changes; select alternate price lists with opportunities, quotes, orders, or invoice records

Analyze reports and sales (10–15%)
Manage sales metrics and goals
Define goal metric records; configure fiscal periods; define goal records; describe target, actual, and in-progress values for goal records; describe how to recalculate goals; describe a rollup query
Work with reports and views
Build reports with Report Wizard; identify report outputs; export information to Microsoft Excel; differentiate between features of static and dynamic view exports to Excel; work with Advanced Find; share dashboards, charts, and Advanced Find queries
Work with charts and dashboards
Create, configure, and share personal charts; create, configure, and publish system charts; create new system dashboards; describe uses of web resources and IFrames; differentiate between personal and system dashboards, charts, and views

Apply service management (10–15%)
Work with service management
Identify customers who would benefit from service management, identify core record types, describe how core record types are used in service management
Work with business process flows
Describe the purpose of business process flow in service management, identify what can be done programmatically in a business process flow, describe the rules-based branching feature of business process flow
Configure service management
Create case routing rules, create automatic case creation rules, create and maintain the subject tree, configure parent-child case settings

Manage service cases (10–15%)
Work with cases
Identify case lists and views, describe steps in automated case creation, identify benefits of case hierarchy, search for cases
Create cases
Identify ways to create new cases; create new case record; convert activity records to cases; create parent-child cases; identify case relationships; add posts, activities, and notes in the collaboration pane
Maintain cases
Describe stages and steps in the case process ribbon; identify actions that can be taken on a case; merge cases; cancel, delete, resolve, and reactivate cases; apply routing rules to cases
Work with the Knowledge Base
Search for Knowledge Base articles; create and maintain article templates; create, approve, and publish articles; search articles from case records; associate articles to a case; send Knowledge Base articles
Use queues
Differentiate between system and personal queues, create and maintain queues, assign cases and activities to queues, work with queue items, describe the process of working with queues, describe how case routing rules apply to queues

Manage contracts and entitlements (10–15%)
Work with entitlements
Create entitlement templates, create entitlements for a customer, add entitlement lines and associate with products, identify channels supported for entitlements, identify when case entitlements decrement and increment, describe the entitlement life cycle
Work with service level agreements (SLAs)
Identify SLA tracking KPIs and indicators, create a service level agreement, create SLA items, associate a service level agreement with an entitlement, describe the purpose of the timer control on the case form, configure service system settings for SLAs

Work with service scheduling (10–15%)
Service scheduling concepts
Identify customers who would benefit from service scheduling functionality, define service scheduling terminology, identify service scheduling process flow
Manage service scheduling operations
Configure work hours for users and facilities/equipment, limit a resource’s availability, create resource groups, create a site and associate resources with it, create customer service schedules, create holiday schedules
Maintain services and capacity planning
Define capacity planning, create a new service record, add a selection rule for required users and resources, configure account and contact service preferences, create a service with a same-site selection rule
Schedule service activities
Schedule a service activity in the Service Calendar, schedule specific resources by using the scheduling engine, schedule a service activity with same site rules, reschedule service activities, change the status of service activities, display and resolve scheduling conflicts

Analyze and report on service management (5–10%)
Manage service metrics and goals
Identify typical service goals and metrics, create a monthly metric and goal for case records, describe steps for adding a Target-In-Progress-Actual chart to the service dashboard
Work with service management reports
Identify key features and uses of the Service Activity Volume report, evaluate which service management report is best used in a given situation, identify key features and uses of the Case Summary Table report
Work with charts and dashboards
Identify service management system dashboards, create a personal service dashboard, create a system chart for service management


QUESTION 1
You lose an active opportunity and close it in Microsoft Dynamics CRM.
What are two results of closing the opportunity? Each correct answer presents part of the solution. Choose two.

A. The opportunity is removed from the list of active opportunities.
B. Notes and attachments associated with the opportunity are saved for future reference.
C. All activities associated with the opportunity are automatically deactivated.
D. The opportunity cannot be reactivated.

Answer: A,B


QUESTION 2
You are viewing the opportunity by status chart and want to see the records that have a status of open.
What should you use on the chart pane?

A. Refresh chart
B. Drill down
C. Advanced Find
D. Export Chart

Answer: B


QUESTION 3
You plan to bulk import new case records.
You do not want the service level agreement (SLA) to apply to the new cases.
What should you do?

A. Set the Disable the SLAs system option.
B. Pause all SLAs.
C. Set the Ignore SLAs import option.
D. Deactivate all SLAs.

Answer: D

Explanation:
Ref: http://www.microsoft.com/en-us/dynamics/crm-customer-center/disable-or-enable-service-level-agreements-slas-for-cases.aspx


QUESTION 4
You are a sales representative at a trade show.
A trade show attendee leaves a business card at your company’s booth.
You need to enter the attendee’s information into Microsoft Dynamics CRM for the sales team to qualify.
Which record type should you create?

A. Contact
B. Account
C. Opportunity
D. Lead

Answer: D

Explanation:
Ref: http://msdn.microsoft.com/en-gb/library/gg328442.aspx


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Forget security suites: These sensible tools are all you really need on your phone to stay safe.

This isn’t your typical Android security story.

Most articles about Android security tools focus on malware-scanning suites like Lookout, Norton and AVG. But with the layers of protection already built into the platform, those sorts of apps are arguably unnecessary and often counterproductive — or even needlessly expensive.

For most Android users, the seven tools below should cover all the important bases of device and data security. Some are third-party apps, while others are native parts of the Android operating system. They all, however, will protect your personal info in meaningful ways — and without compromising your phone’s performance. Plus, all but two of them are free.

(If you’re an enterprise-level user, of course, your company may require extra layers of protection to safeguard shared data and separate personal info from corporate property — but that’s a whole other can of worms.)

Your mission, should you choose to accept it: Make your way through this list, then tighten up your Google account security settings — and breathe easy. Security doesn’t have to be scary.

1. Android’s own screen pinning system

One of Android’s most useful security tools is also one of its most easily overlooked. Screen pinning made its debut with Google’s Android 5.0 Lollipop release in 2014 — but I’m willing to bet the vast majority of Android phone-owners either have forgotten all about it or never even realized it existed in the first place.

Let’s fix that, shall we? Screen pinning is designed for those moments when you want to hand someone your phone — to look at a photo, check something out on a Web page or maybe make a quick call — without taking the chance of them poking around and getting into your personal stuff.

Take a minute and make sure the feature’s activated now so it’ll be ready when you need it: Just head into the Security section of your system settings and look for the option labeled “Screen pinning.” Tap that line, then check to see that the toggles are activated next to both “On” and “Ask for unlock pattern before unpinning.”

You activate the screen pinning feature in the Security section of Settings (left). Go to Recent Apps, scroll up and tap the pushpin key to lock your phone to that app (right).

The next time you need to pass your phone to someone, first open the app you want them to be able to use. Then tap the Recent Apps key (the typically square-shaped icon next to the Home key). Your app should be in front as the most recently opened app; just scroll upwards until you see a circular pushpin icon.

Tap that pushpin, and you’re all set: Your phone is now locked to that app and that app alone. In order to do anything else on the device, you’ll need to tap and hold the Back and the Overview key at the same time and then enter your pattern, PIN or password to continue.

2. A password management app

Perhaps the greatest risk to your personal security is the use of weak or frequently repeated passwords. We all have about a billion passwords to our names these days, and it’s virtually impossible to make each one strong and unique without a little help.

Well, here’s your knight in shining armor: a password management app like LastPass. LastPass makes it dead simple to generate and store strong passwords for every site you sign into. It’ll even fill the passwords in for you across all the apps on your phone (and do the same on your tablet, laptop or desktop system as well). The program uses advanced encryption to keep your info safe; all you have to do is remember a single secure password to unlock your vault at the start of each session.

LastPass costs $12/yr. for the full premium version, which is what most people will want. Other popular password managers include 1Password and Dashlane, though the former is less polished and user-friendly than LastPass while the latter is significantly more expensive, at $40/yr. for the full set of features.

3. A two-factor authentication utility

No matter how secure your passwords may be, they’ll never be bulletproof. Adding a second layer of protection is the best way to keep unwanted intruders out — and it’s really quite easy to do.

The dual-layer protection process is known as two-factor authentication, and it basically means that in order to get into your most important accounts — like those on Google, Dropbox, a variety of financial institutions and even password management apps like LastPass — you’ll need both your regular password and a second temporary code generated by a device only you would have. With the combination of those two keys, the odds of someone else being able to pick your virtual lock is impressively low.

A free app called Authy is a great place to get started, as it’s intuitively designed and able to run on your phone, tablet and even your desktop or laptop system if you’d like. Google also has its own Authenticator app for Android, but it’s far less versatile and pleasant to use than Authy’s offering.

4. Android’s Smart Lock feature

Securing your phone with a pattern, PIN or password is important; we all know that. But having to put in that code every time you want to use the device can get annoying fast — so it’s no surprise a lot of people opt to skip the hassle and just leave their phones unprotected.

Android’s Smart Lock feature gives you the best of both worlds by cutting down on the annoyance factor while still allowing you to keep your phone secured when it really counts. You can choose to have your phone remain unlocked whenever you’re in a trusted location, like your home, or anytime you’re connected to a trusted Bluetooth device, like a smartwatch that’s always on your arm or a stereo that’s inside your car. You can even opt to have the device stay unlocked if it hasn’t left your pocket or purse since you last put in your passcode.

Android’s Smart Lock tool gives you a variety of ways to keep your content safe without too much trouble (left). You can even opt to have the device stay unlocked if it hasn’t left your pocket (right).

Any time you aren’t in one of those secure situations, your phone automatically locks itself and requires your code to get in. And that’s the end goal that matters.

Look for Smart Lock in the Security section of your system settings (on Android 5.0 or higher) to get set up.

5. Android’s advanced app-scanning feature

You wouldn’t know it from all the third-party companies peddling anti-virus software for smartphones, but Android has actually had its own native malware-scanning system in place since 2012. In addition to checking apps for potentially harmful code when they’re installed, the OS can continuously scan your device over time to make sure nothing problematic ever pops up.

All you have to do is opt in by going into the Google section of your system settings (or into a separate app called Google Settings, if you have an older device). Select “Security” and then activate the “Scan device for security threats” option, if it isn’t already activated. That’s it: Your device and the software already on it will handle the rest.

(It’s worth noting that this system works in conjunction with a server-side system that scans all apps uploaded to the Google Play Store before you ever see them. All Android devices also automatically watch for signs of SMS abuse, and the Chrome Android browser keeps an eye out for dangerous sites on the Web.)

6. Android Device Manager

Another important security tool Android provides is one that can find, ring and even remotely lock or erase your phone from a computer or other mobile device.

The tool is called Android Device Manager, and it’s already on your smartphone and waiting to be used. Confirm that you have it enabled by going into the Google section of your system settings (or into the separate app called Google Settings) and then selecting “Security.” You’ll want both options under “Android Device Manager” to be activated.

The Android Device Manager can locate your device, have it ring (so you can find it) and, in the worst case, erase all the contents.

Now, if you ever lose your device, just open up the Android Device Manager website or Android Device Manager app (from another phone or a tablet) to track and secure it.

7. An Android VPN client

This final item isn’t one everyone needs, but if you spend a lot of time surfing the Web through open Wi-Fi networks — at airports, hotels or other public places — it’s worth considering. A VPN, or virtual private network, encrypts all of your data and keeps strangers from snooping in and seeing your personal info.

It can allow you to mask your actual IP address and location, too, and thus access websites and services that might normally be blocked in your area — something that could be relevant and beneficial for some users.

Android has a fair number of VPN clients available, but the one I’d recommend looking at is an app called SurfEasy. A big part of the reason is trustworthiness, especially for an app of this nature: SurfEasy is owned and operated by the same company behind the Opera browser — in other words, a known and reputable organization. But beyond that, the app is exceptionally simple to use and also reasonably priced, with plans starting at $3/mo. for unlimited use on a single device.

All said and told, taking into account everything on this list, that brings your grand total for personal Android security to a whopping $1 to $4 per month. And you know what? That’s a small price to pay for practical peace of mind.

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Exam MB2-702 Microsoft Dynamics CRM 2013 Deployment

Published: January 29, 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.

Do you have feedback about the relevance of the skills measured on this exam? Please send Microsoft your comments. All feedback will be reviewed and incorporated as appropriate while still maintaining the validity and reliability of the certification process. Note that Microsoft will not respond directly to your feedback. We appreciate your input in ensuring the quality of the Microsoft Certification program.

If you have concerns about specific questions on this exam, please submit an exam challenge.

If you have other questions or feedback about Microsoft Certification exams or about the certification program, registration, or promotions, please contact your Regional Service Center.

Plan the Microsoft Dynamics CRM installation (15-20%)
Identify the offerings and supporting components for Microsoft Dynamics CRM
Describe Microsoft Dynamics CRM offerings and editions; identify the roles of the Microsoft Dynamics CRM Server; explain the role of supporting technologies, including Active Directory, Active Directory Federation Services (ADFS), Internet Information Services (IIS), Microsoft SQL Server, SQL Server Reporting Services, Microsoft SharePoint, Microsoft Exchange, and the Secure Token Service; explain the rights required to install Microsoft Dynamics CRMs
Identify infrastructure requirements, and identify hardware and software requirements
Describe the hardware and software requirements for Microsoft Dynamics CRM, identify the requirements for supporting technologies, plan the number and location of server roles and groups, identify Microsoft Dynamics CRM website requirements
Plan the implementation
Plan a single and multiple-server deployment, identify the Microsoft Dynamics CRM licensing model and license types, explain product key types and access mode types, plan multiple organizations, plan how to access Microsoft Dynamics CRM

Install and deploy Microsoft Dynamics CRM Server (15-20%)
Install the Microsoft Dynamics CRM Server
Install required components that are missing, add and remove sample data, identify specific accounts for Microsoft Dynamics CRM services, perform system checks, perform a command line installation, troubleshoot issues that prevent successful installation, register the installation, register for Windows Updates, verify components that are installed during setup
Deploy Microsoft Dynamics CRM Online
Describe the Microsoft Dynamics CRM Online Service, identify tasks that you must perform that are not required for an on-premises installation, differentiate between administrative and security roles, provision users, manage storage, deploy a single server and multiple servers
Deploy a Microsoft Dynamics CRM website
Use host headers, use Using Hypertext Transfer Protocol Secure (HTTPS) bindings, explain Internet Explorer security zones

Configure Microsoft Dynamics CRM (10-15%)
Install Microsoft Dynamics CRM Reporting Extensions
Identify when Reporting Extensions are required, explain the installation requirements for Reporting Extensions, differentiate between SQL-based reports and Fetch-based reports, describe the Microsoft Dynamics CRM Report Authoring Extension, explain when to install language packs
Configure an Internet-facing deployment (IFD)
Identify IFD and website requirements, identify required certificates, install and configure ADFS as the Secure Token Service, configure claims-based authentication
Plan and configure high-availability options
Verify hardware requirements for high availability; install Microsoft Dynamics CRM Server on multiple computers; explain how to install Microsoft Dynamics CRM in a Network Load Balancing (NLB) cluster; explain clustering SQL Server; describe high-availability solutions; explain high-availability options for supporting components including SQL Server, Microsoft Dynamics CRM email router; Active Directory and Microsoft Exchange Server

Configure and manage email (10-15%)
Configure email and message processing
Explain the advantages and disadvantages of email processing options, configure email processing, track email; configure correlation, configure users with the appropriate messaging options, configure email address approval, test and troubleshoot email configuration
Install and configure the Microsoft Dynamics CRM email router
Identify supported email systems and Windows operating systems, install the email router on multiple computers, create incoming and outgoing email profiles, deploy Inbox rules and forwarding rules, track token and smart matching options, set up and monitor an individual mailbox and a forward mailbox, set the synchronization method, install the Email Integration Service role, migrate email router settings
Configure server-side synchronization
Describe the features of and identify supported configurations, enable Server-Side Synchronization, create email server profiles, implement the Exchange and POP3-SMTP profile, configure authentication for email server profiles add mailboxes to an email server profile

Install and deploy the Microsoft Dynamics CRM Client for Outlook (10-15%)
Identify software and hardware requirements for the Microsoft Dynamics CRM Client for Outlook
Identify supported operating systems, including 32-bit, 64-bit, and Outlook versions; identify supported Internet browser versions
Install Microsoft Dynamics CRM Client for Outlook
Identify deployment methods, install from a command line, install from the Microsoft Dynamics CRM web application, identify upgrade options
Configure the Microsoft Dynamics CRM Client for Outlook
Use the Configuration Wizard for on-premises or hosted organizations; work online and offline; configure multiple organizations; configure user email settings; work offline; use and modify data filters

Upgrade a Microsoft Dynamics CRM edition and redeploy Microsoft Dynamics CRM (10-15%)
Upgrade to Microsoft Dynamics CRM 2013
Describe types of upgrades and upgrade paths, processes, and supported upgrade editions; explain base and table merges, including defer a table merge, perform a table merge, and determine the entities that are not merged; plan for failure, backup, and recovery; establish and validate test and production environments; upgrade the Microsoft Dynamics CRM email router; upgrade Microsoft Dynamics CRM for Outlook
Redeploy Microsoft Dynamics CRM by using Deployment Manager
Describe the redeployment process; explain Active Directory considerations; add and delete administrators; manage existing organizations, including changing, disabling, importing, and updating an organization; create and delete an organization; change an organization’s details; manage servers; update web addresses
Update Microsoft Dynamics CRM
Define update rollup packages, explain which update rollup package is released for each component, configure Microsoft Update, verify which update rollups are installed

Manage and troubleshoot a Microsoft Dynamics CRM deployment (10-15%)
Manage service accounts and system jobs
Describe service accounts and types, verify installed services, describe account types to use for each service, monitor and change service accounts, review and delete system jobs, describe system job types, limit the number of asynchronous jobs, delete records
Plan for disaster recovery
Create a disaster recovery plan; back up recommended components; recover Microsoft Dynamics CRM servers, Microsoft SQL Server, Microsoft Exchange Server; recover Microsoft Dynamics CRM email router and failed domain controllers
Monitor and troubleshoot Microsoft Dynamics CRM
Verify Microsoft SQL Server database file locations; monitor database size, row, and page compression; use Windows Event Logs; create custom views in Event Viewer; use performance counters; run diagnostics; configure tracing; install the Best Practices Analyzer (BPA) and run a scan; implement VSS Writer Service for Microsoft Dynamics CRM; discuss the Microsoft Dynamics Marketplace
Manage data encryption
Explain data encryption activation status, change the data encryption key, import a database that has encrypted fields, manage data encryption privileges

 


QUESTION 1
You are designing a table with a Customer Name field that must not be stored.
The table must derive its contents from the Name field on the Customer table. The Customer Name field must then be used in a C/AL function.
How should you create the Customer Name field and then access it using C/AL code?

A. Create the Customer Name as a FlowFilter field. In the code, use the CALCSUMS function to evaluate the value of Customer Name.
B. Create the Customer Name as a Normal text field. In the code, use the EVALUATE function to evaluate the value of Customer Name.
C. Create the Customer Name as a FlowField with a Method set to Lookup. In the code, use the CALCFIELDS function to evaluate the value of the Customer Name.
D. Create the Customer Name as a FlowFilter field. In the code, use the EVALUATE function to evaluate the value of Customer Name.

Answer:


QUESTION 2
You create a Seminar Registration Line table.
You need to ensure that the Line Discount Amount is always calculated correctly.
You need to add the following code segment to the table:
“Line Discount Amount”:= ROUND(“Line Discount %” * Item. “Seminar Price” * 0.01,GLSetup. “Amount Rounding Precision”);
On which trigger should you add the code segment?

A. OnModify
B. Line Discount Amount – OnValidate
C. Quantity – OnValidate
D. Line Discount % – OnValidate

Answer:


QUESTION 3
What is a function trigger?

A. A system flag (trigger) that is raised whenever a built-in function in Microsoft Dynamics NAV is run
B. A set of C/AL statements run when called by other C/AL code
C. A system flag (trigger) to indicate to Microsoft Dynamics NAV that a function has run successfully
D. A system indicator that is set when a new record is inserted into a table

Answer:


QUESTION 4
You create a new page in Microsoft Dynamics NAV.
You notice a table 2000000039 printer.
Which type of table is it?

A. System table
B. Special table
C. Virtual table
D. Temporary table

Answer:

Explanation:
Ref: http://blog.masterstudio101.com/2014/03/07/NAV%20Objects,%20System%20Tables%20a
nd%20Virtual%20Tables


QUESTION 5
You need to create a master table representing entities with whom business is conducted.
Which posting group must you include in the table?

A. The Gen. Bus. Posting Group
B. The Gen. Prod. Posting Group
C. The VAT Prod. Posting Group
D. The VAT Bus. Posting Group

Answer:

Explanation: Specifies the general business posting group codes for customers and vendors for posting purposes.
Ref: http://msdn.microsoft.com/en-us/library/hh178951(v=nav.70).aspx

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Exam MB2-700 Microsoft Dynamics CRM 2013 Applications

Published: January 22, 2014
Languages: English, Chinese (Simplified), French, German, Japanese, Spanish
Audiences: Information workers
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.

Do you have feedback about the relevance of the skills measured on this exam? Please send Microsoft your comments. All feedback will be reviewed and incorporated as appropriate while still maintaining the validity and reliability of the certification process. Note that Microsoft will not respond directly to your feedback. We appreciate your input in ensuring the quality of the Microsoft Certification program.

If you have concerns about specific questions on this exam, please submit an exam challenge.

If you have other questions or feedback about Microsoft Certification exams or about the certification program, registration, or promotions, please contact your Regional Service Center.

Manage service cases (15-20%)
Identify customer service entities and record types
Cases, accounts, contacts activities, knowledge base articles, contracts, queues, products, goals
Create service cases
Create a case by using the Quick Create form; create a case by using the Full form; convert activity records to cases; identify case types; identify case form sections; add posts, activities, and notes to cases; identify activity types that can be converted into cases; convert activities into cases
Maintain and organize cases
Define case stages, add fields and stages, cancel or delete a case, Bulk Delete cases, assign cases, resolve a case, identify records related to a case, reactivate a case, create a subject tree, maintain a subject tree, identify and apply default views, follow a case, export a case to Excel, import data, start a dialog, send direct email messages, run workflows, create a resolution activity

Manage the knowledge base (5-10%)
Create, manage, and delete articles
Identify article templates and the security roles that can create and manage article templates; create, approve, and publish articles; define the article approval process; identify security roles that can create and publish articles; deactivate and delete article templates
Locate data in the knowledge base
Identify the types of searches that can be performed, use the Subject Browse method to search the knowledge base, define the relationship between cases and knowledge base articles, search articles from case records, send knowledge base articles
Manage sales literature
Create, maintain, and work with sales literature; create sales literature attachment records; identify when to use Microsoft Dynamics CRM or SharePoint to store and manage sales literature; create and maintain competitor records

Manage queues and contracts (10-15%)
Create and maintain queues
Describe system queues and personal queues, create a queue, add cases and activities to a queue, route records to a queue, release or remove items from a queue, manage queue item details
Create contracts
Describe contract components including contract templates, contracts, and contract lines; identify required contract template fields; identify contract allotment options; identify required contract line fields; create a contract; add contract lines; activate a contract
Manage contracts
Describe the contract life cycle, cancel a contract, put a contract on hold and release a hold, renew a contract, copy a contract, associate a contract with a case, resolve cases with associated contracts

Manage service scheduling (10-15%)

Explain service scheduling features
Identify service scheduling terminology; describe service scheduling scenarios, including individual worker, shift work and skills, complex schedule, and out-going service scenarios; describe the service scheduling process
Maintain resources, equipment, and facilities
Create facilities and equipment records, create resources and work schedules, schedule time off, limit when a resource can be scheduled, define resource selection rules, create a resource group, add resources to a resource group
Manage resources and perform capacity planning
Define the capacity required for a service, configure resource allocation for service activities, remove resources or resource groups from performing a service, define customer preferences, create sites, associate resources with sites, manage service closures
Manage service schedules
Describe the service activity scheduling engine; schedule a service activity; configure activity synchronization between service activities and the Microsoft Dynamics CRM Client for Outlook; identify scheduled activity types in the service calendar; filter the service calendar; resolve service activity conflicts; close, cancel, or reschedule service activities

Manage leads and opportunities (15-20%)
Identify sales management entities and record types
Describe customer records, including accounts and contacts; describe sales management terminology including leads, opportunities, quotes, orders, invoices, and product list
Create and manage leads
Identify required fields on Leads form, convert activity records to leads, convert email messages to leads by using Microsoft Outlook or the web client, qualify and disqualify leads, add line items to opportunities
Create and manage opportunities
Convert activities or leads to opportunities, identify when to use System-Calculated or User-Provided values for revenue fields, associate competitors with opportunities, choose appropriate opportunity status, close opportunities, delete opportunities, manage opportunities by using views, associate opportunities with related entities, assign ownership to opportunity records

Manage sales (15-20%)
Maintain the product catalog
Identify product catalog features; create unit groups; manage primary units for unit groups; create products and price lists; add products to the product catalog; create discount lists; associate price lists with opportunity, quote, order, or invoice records; create substitutes for products; bundle products together to form a kit; convert a product to a kit; choose a pricing method; deactivate a price list; manage multiple currencies
Create and manage quotes
Create a quote from an opportunity; identify differences between quotes and opportunities; manage quotes; understand the differences between draft, active, and revised quotes
Process sales orders
Add line items to opportunities, add products from the product catalog, add write-in products, identify impact of currencies on price calculations, create orders, create invoices

Manage analysis and reporting features (15-20%)
Identify and create reports
Describe the available customer service reports; describe preconfigured sales reports; build reports with the Report Wizard; describe the features of static reports, dynamic reports, and dynamic PivotTables; export PivotTables; create case summary table reports
Manage charts and dashboards
Identify preconfigured dashboards, create a Personal chart; share a Personal chart, convert a Personal chart into a System chart, describe uses of web resources and IFrames, create a new dashboard, share dashboards and charts, create Advanced Find queries
Manage goals and metrics
Describe Goal Metric and Goal records; define Goal Metric records; configure Fiscal Periods; define Goal records; describe Target, Actual, and In-Progress values for Goal records; recalculate Goals; create a rollup query


QUESTION 1
Which two types of information does the system indicator allow you to display? (Each correct answer presents pa of the solution. Choose two.)

A. The company name
B. The database name
C. The current time
D. The user names

Answer: A,B

Explanation:


QUESTION 2
Which two page personalization actions can you make on a card or document page? (Each correct answer presents a complete solution. Choose two.)

A. Move a field from one FastTab to another FastTab.
B. Add a new tab in the ribbon and move or remove actions.
C. Copy a FactBox from one page to another page.
D. Change the importance of fields between Promoted, Standard, and Additional.

Answer: B,D

Explanation:


QUESTION 3
You need to disable personalization in the RoleTailored client for Windows for all users who use the client on a selected computer. What should you do?

A. Set the personalization parameter to disabled on the Microsoft Dynamics NAV Server.
B. Disable personalization on the user.
C. Start the client with the disablepersonalization parameter.
D. Start the client with noconfigure parameter.
E. Disable personalization on the profile.

Answer: C

Explanation:


QUESTION 4
You are a consultant working with a customer on their Microsoft Dynamics NAV 2013 implementation.
The customer requests that a frequently used option from the department be added to the Home Items for one user.
You need to customize the implementation to meet the customer request.
What should you do?

A. Customize the Navigation pane.
B. Customize the Role Center.
C. Customize the Navigation window.
D. Use the configuration mode of the RoleTailored client.

Answer: A

Explanation:


QUESTION 5
You need to configure a newly created profile. What should you do first?

A. Set this profile as the default profile for a user.
B. In User Personalization, associate the profile with your user account.
C. Enable the profile.
D. Set your account as owner of the profile.

Answer: D

Explanation:

 

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