Question # 1 A company uses Microsoft SharePoint document management in Dynamics 365 Sales to store contracts.
The company wants only the contracts team to have access to the documents. The contracts team has a custom security role.
You need to restrict privileges to secure the documents.
What should you do? A. Create a new security role in Dynamics 365 Sales.B. Update the users list in the SharePoint site.C. Update privileges in the Dynamics 365 Sales security role of the contract team.D. Create a new group in the SharePoint site.
Click for Answer
B. Update the users list in the SharePoint site.
Answer Description Explanation:
Since the company usesMicrosoft SharePointfor document storage, access to documents is controlled throughSharePoint permissionsrather than Dynamics 365 security roles.
To restrict document access to only the contracts team, you shouldupdate the users list in the SharePoint sitewhere the documents are stored. This involves configuring SharePoint permissions to ensure that only the contracts team (or a specific SharePoint group associated with them) has access to the document library where contracts are stored.
[Reference:Microsoft Documentation - Manage SharePoint Permissions for Document Management in Dynamics 365, ]
Question # 2 You need to configure the required audit settings. Which two actions should you perform? Each correct answer presents part of Ihe solution. Choose two. NOTE: Each correct selection is worth one point.
A. Enable auditing on the Dietary requirements column.B. Enable auditing on the Pettable.C. Enable auditing on the Contact tab\e.D. Enable auditing on the Email address column.E. Enable Start read auditing in system settings.
Click for Answer
A. Enable auditing on the Dietary requirements column.B. Enable auditing on the Pettable.
Answer Description Explanation:
Enable Auditing on Columns (Options A and D):
Enabling auditing on specific columns likeDietary requirementsandEmail addressensures that any changes to these fields are tracked. This meets Terra Flora's requirement to log changes to these fields along with details of who made the changes and the timestamp.
Enable Auditing on Pet and Contact Tables (Options B and C):
By enabling auditing at the table level forPetandContact, you ensure that any updates to these tables, including changes to all associated columns, are recorded. This broad setting ensures full coverage of auditing for both tables.
Enable Audit User Access (Option F):
This option is recommended to track when users access certain data, which can help with compliance and monitoring user interactions with sensitive data.
Option E (Start Read Auditing):
Read auditingtracks when records are read. If compliance requires monitoring every time a record is accessed, enabling this could be necessary; however, the primary focus is on modifications rather than access alone.
References from Microsoft Documentation:
For setting up auditing, seeAuditing overview for Dynamics 365.
Question # 3 You need to identify the duplicate pet records, so they can be manually merged by the carer. What must you create? A. Two duplicate detection jobs and two duplicate detection rulesB. One duplicate detection job and three duplicate detection rules.C. Two duplicate detection jobs and three duplicate detection rules.D. Three duplicate detection rules only.
Click for Answer
B. One duplicate detection job and three duplicate detection rules.
Answer Description Explanation:
To identify duplicate records, you need to configure bothduplicate detection rulesandduplicate detection jobs.
Since Terra Flora requires identifying duplicate pet records across various fields, creatingthree duplicate detection rulesis likely necessary to cover different columns (such as name, breed, and dietary requirements) in the Pet table.
One duplicate detection jobis sufficient to run these rules concurrently, scanning the database for duplicates across the specified columns. This job can be scheduled or run manually.
Option Bis correct as it ensures comprehensive coverage with three rules addressing various fields and one job to manage the duplicate detection process.
References from Microsoft Documentation:
For guidance on setting up duplicate detection jobs and rules, refer toDetect duplicate records in Dynamics 365.
Question # 4 One of the data sources being ingested into Dynamics 365 Customer Insights - Data is Microsoft Dataverse. During the unification process, you need to identify the primary key.
Which three data types can you use as a primary key attribute? Each correct answer presents a complete solution. Choose three. NOTE: Each correct selection is worth one point. A. IntegerB. Whole NumberC. StringD. BooleanE. GUID
Click for Answer
B. Whole NumberC. StringE. GUID
Answer Description Explanation:
In Dynamics 365 Customer Insights - Data,primary key attributesmust uniquely identify records and be consistent across the data source.
Whole NumberandGUIDare commonly used data types for primary keys because they can uniquely identify records and are natively supported for primary keys in databases.
Stringcan also be used as a primary key if it uniquely identifies each record (e.g., an email address).
IntegerandBooleanare generally not used as primary keys in Customer Insights because they may not provide unique identifiers suitable for all scenarios.
[Reference:Microsoft Documentation - Configure Primary Key in Dynamics 365 Customer Insights, ]
Question # 5 A company plans to use server-side synchronization to synchronize emails, tasks, and appointments between Microsoft Exchange and Dynamics 365 Sales.
The salespeople want to know when their emails will be synced.
You need to describe the server-side synchronization frequency for the salespeople.
How should you describe the frequency? A. user-definedB. constantC. equal intervalsD. dependent on volume
Click for Answer
C. equal intervals
Answer Description Explanation:
Server-side synchronizationtypically syncs atequal intervals, which can be configured in Dynamics 365. These intervals determine how often data is synchronized between Microsoft Exchange and Dynamics 365 Sales, affecting emails, tasks, and appointments.
The synchronization frequency can be adjusted by the administrator but operates at consistent, regular intervals by default.
[Reference:Microsoft Documentation - Server-Side Synchronization and Sync Intervals, ]
Question # 6 You need to configure search to ensure the administrators can find all records which reference Corgis. Which action must you perform? A. Within system settings, select up to 10 relevant tables.B. Within the solution, ensure all relevant tables are indexed.C. For all relevant tables, ensure that the Can enable sync to external search index setting is False.D. Add columns to be searched to the Lookup view for each relevant table.
Click for Answer
B. Within the solution, ensure all relevant tables are indexed.
Answer Description Explanation:
To enable comprehensive search capabilities for administrators to find all records referencing specific terms (such as “Corgis”), it is essential to ensure that all relevant tables are indexed.
In Dynamics 365, configuring search functionality for specific tables involves setting up the tables to be searchable, which can be done by indexing them within the solution.
Indexing relevant tables makes them accessible in the search feature and ensures all fields within those tables can be searched, allowing for quick retrieval of records that reference specific terms.
System settings(Option A) is limited to selecting up to 10 tables and is more about quick search rather than full indexing. Thesync to external search indexsetting (Option C) is for integration with external search tools and does not directly impact internal search capabilities.
Addingcolumns to the Lookup view(Option D) affects how lookups work but does not influence full-text search results.
References from Microsoft Documentation:
For configuring search indexing, refer toConfigure relevance search in Dynamics 365for more information on indexing tables to enhance search capabilities.
Question # 7 You need to enable the Dynamics 365 App for Outlook for the sales team.
You need to perform the prerequisite actions before you can add the app for all users.
Which two actions should you perform? Each correct answer presents part of the solution. Choose two.
NOTE: Each correct selection is worth one point. A. Enable mailboxes.B. Add the Dynamics 365 App to Outlook desktop app.C. Add the Dynamics 365 App for Outlook security role.D. Enable sending on behalf of other users setting.
Click for Answer
A. Enable mailboxes.C. Add the Dynamics 365 App for Outlook security role.
Answer Description Explanation:
Enable Mailboxes:
To use the Dynamics 365 App for Outlook, each user’s mailbox must be enabled for server-side synchronization. This ensures that emails, appointments, and tasks can sync between Outlook and Dynamics 365.
Without enabling the mailboxes, the synchronization won’t be functional, making it a critical prerequisite.
[Reference:Microsoft Documentation - Enable Mailboxes for Dynamics 365, Add the Dynamics 365 App for Outlook Security Role:, Users need to be assigned theDynamics 365 App for Outlook security roleto access the app. This role grants the necessary permissions to interact with Dynamics 365 through Outlook., Assigning this role ensures that users have the correct access rights to use the app within their Outlook environment., Reference:Microsoft Documentation - Security Roles for Dynamics 365 App for Outlook, ]
Question # 8 You have opportunities that have values in multiple currencies. You manually update currency exchange rates once per month. You need to ensure that currency values are accurately reported. When is the new currency exchange rate applied to the opportunity records? A. When an opportunity changes the status reason.B. When the calculate rollup field system job for the msdyn_projectteam table runs.C. When the calculate rollup field system job for the account table runs.D. When an opportunity changes the status.
Click for Answer
A. When an opportunity changes the status reason.
Answer Description Explanation:
In Dynamics 365 Sales, currency exchange rates are applied to opportunity records when specific triggers occur. These exchange rates are updated manually on a periodic basis (e.g., once a month) to reflect current currency values.
Exchange rates are recalculated for an opportunity when there is a change in the status reason(e.g., from open to won or lost). This trigger ensures that the most recent exchange rate is used when key changes occur in the opportunity lifecycle, maintaining accurate currency reporting.
[Reference:Microsoft Documentation - Currency Management in Dynamics 365, ]
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