January 27, 2012

Microsoft MB2-422 CRM 3.0 Customization - Q & A / Study Guide

Microsoft MB2-422
CRM 3.0 Customization


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QUESTION 1:

You work as a CRM administrator at Certkingdom .com. Your assistant is named Clive
Wilson. You instruct Clive Wilson to define a second client in the case form that will
serve as the secondary owner. You also instruct Clive Wilson to ensure that the
contact data for the second client is readily accessible in Workflow without needing
custom development.
What should Clive Wilson do?

A. A relationship association between Case and User should be created in order to train
clients to create a Note on the Case document to backup the owner.
B. An organization-owned entity called 'Secondary Owner' should be created that keeps
data representing Microsoft CRM users which is assigned as Secondary Case owners.
Then you should create a relationship between Secondary Owner and Case to create a
lookup field on the Case form. Thereafter you are able to maintain information regarding
Secondary Owners separate from Users.
C. An nvarchar field should be created to permit the entry of the secondary client in the
case form.
D. The association between Case and Client should be created where the client is the
primary entity.

Answer: B


QUESTION 2:

You work as the CRM administrator at Certkingdom .com. Your assistant is named
Clive Wilson. The Certkingdom .com network consists of one Windows Small Business
Server 2003 Active Directory domain named Certkingdom .com.
You have received instruction from the CIO to implement Microsoft CRM 3.0.
Certkingdom .com wants to associate service cases with accounts. Management wants to
link the case with a particular person associated with the account
You instruct Clive Wilson to identify the best solution to create this association?
What should Clive Wilson do?

A. The existing Responsible Contact lookup field on the Case Form should be exposed.
B. He should create a new nvarchar text attribute called Responsible Contact.
C. He should insist that the clients create a new association with the Responsible Contact
entity.
D. He should train the users to type the existing Responsible Contact topic field at the
beginning of the lookup field and expose the lookup filed in the case.

Answer: A


QUESTION 3:

You work as the network technician at Certkingdom .com. You have received instruction
from the CIO to implement Microsoft CRM. Certkingdom .com intends to use an image
file as an icon for a custom entity.
What should you do?

A. You should make use of the Microsoft CRM Deployment manager to upload an icon
for the Web and Outlook Clients.
B. You should make use of the Microsoft CRM Deployment manager to locate the
default custom entity icon in \_img\ for the Web client.
C. You should make use of the Microsoft CRM Customization Area to upload an icon for
the Web and Outlook Clients.
D. You should make use of the Microsoft CRM Customization Area to upload an icon for
the Web client. The image file is copied to the Outlook client network installation
location.

Answer: C


QUESTION 4:

You work as the network administrator at Certkingdom .com. The Certkingdom .com
network consists of a single Active Directory domain named Certkingdom .com. You
implement Microsoft CRM 3.0 on the Certkingdom .com network.
You have received instruction from the CIO to integrate its financial system into
Microsoft CRM. You need to display four particular revenue fields on the Income
Form. You need to ensure that the information displayed is current.
What should you do?

A. The Income form should be modified. Post-callouts configured for specific events to
execute logic in custom assemblies to write data directly to the database of the financial
system should be used.
B. Use the Income form and create triggers on the Microsoft CRM database to write data
directly to the database of the financial system when records are created or updated
should be modified.
C. Use the Income form and client side code to write the data directly to the database of
the financial system should be modified.
D. Use the .aspx page that displays the Income form and write the data directly to the
database of the financial system should be modified.

Answer: A


QUESTION 5:

You work as the network administrator at Certkingdom .com. The Certkingdom .com
network consists of a single Active Directory domain named Certkingdom .com. Microsoft
CRM 3.0 is implemented on the Certkingdom .com network.
You have received instruction from the CIO to execute conditional validation of the
field values. A Certkingdom .com employee named Andy Reid works in the Research
and Development department. You delegate the task of identifying the best option to
execute the validation to Andy Reid. You inform Andy Reid that the correct value of
a text field depends on the values in numerous other fields.
What should he do? (Choose all that apply.)

A. He should use the client side code in the OnLoad event to set the default value when
the Create form is used.
B. In the OnChange event for the Est. Revenue field you should set the value in order to
check the value of the field.
C. He should use the form OnChange Event.
D. In the OnSave event form he should compare the 'value and 'returnValue' properties of
the Est. Revenue field to ensure that they are the same.
E. He should use the form OnSave Event.

Answer: E


QUESTION 6:

You work as the network administrator at Certkingdom .com. The Certkingdom .com
network consists of a single Active Directory domain named Certkingdom .com. You
implement Microsoft CRM 3.0 on the Certkingdom .com network.
You have received instruction from the CIO to create a custom entity called 'Event'.
'Event' will be used to keep data about certain events that are not part of the
normal services Certkingdom .com offers. A Certkingdom .com employee named Kara Lang
works in the Research and Development department.
You delegate the task of configuring three lookup fields on the event form. These
lookup fields are used to link Microsoft CRM clients who are responsible for the
areas of Entertainment, Catering, and Security. Kara Lang needs to identify the
possible solutions to address the need.
What should she do?

A. The Event entity should be created with a relationship to Activities than storing the
data in the Event form.
Task activities should then be created for the individual areas of responsibility.
B. Have a developer create A custom .aspx page needs to be created.
This will permit the clients to choose a CRM User and save the data with the Event
record.
No actual relationship is created in Microsoft CRM.
C. She should create three relationships between Event and User.
User will then be the primary entity.
The lookup fields are then displayed in the Event form.
D. A text field should be used to enter the names of the individuals without making use
of a lookup field.

Answer: A, B, D


QUESTION 7:

You work as the network administrator at Certkingdom .com. The Certkingdom .com
network consists of a single Active Directory domain named Certkingdom .com. All
servers on the Certkingdom .com network run Windows Server 2003 and all client
computers run Windows XP Professional. You have recently configured a custom
entity named AccPri which exists with a relationship where the Account is the
Primary entity.
You have recently received instruction from the network CIO to configure another
custom entity named EnAccPri with a relationship where AccPri is the Primary
entity. You are required to ensure that when only the customizations export only the
customizations for AccPri are exported and imported the customizations into a new
Microsoft CRM installation the AccPri should exist in the new installation. You are
required to select from the following what you can additionally expect to find.
What should you do?

A. The EnAccPri is what you would expect to find.
The relationship between EnAccPri and AccPri is what you would expect to find.
B. You would expect to find nothing else imported.
C. The EnAccPri is what you would expect to find.
The relationship between AccPri and Account is what you would expect to find.
The relationship between EnAccPri and AccPri is what you would expect to find.
D. The relationship between AccPri and Account is what you would expect to find.

Answer: D


QUESTION 8:

You work as a consultant at Certkingdom .com. The Certkingdom .com network consists of a
single Active Directory domain named Certkingdom .com. You implement Microsoft
Dynamics CRM 3.0 on the Certkingdom .com network.
The following customizations have already been implemented:-
* Form Customizations
* Client-side-code
* Custom mapping and
* Custom relationship behaviors.
You have received instruction from the CIO to add additional customizations on
Microsoft CRM. There is a development system with Microsoft CRM installed that
is available to develop customizations. You need to identify the best way to add the
additional customizations.
What should you do?

A. The customizations should be exported for the entities you plan to customize from the
production system.
The customizations should then be imported to the development system.
You then develop and test the customizations on the development system.
Then you export the customizations from the development system and import the
customizations to the production system.
Thereafter you can publish the entities you initially exported from the production system.
B. You should develop the customizations on the development system.
Then the customizations need to be tested on the development system.
You need to record all the customizations that were developed.
Thereafter the customizations can be manually applied on the production system.
C. You should develop the customizations on the development system.
Then the customizations need to be tested on the development system.
Thereafter the customizations can be imported to the production system.
D. You should export the current customizations from the production system.
The customizations should then be imported to the development system.
You then develop and test the customizations on the development system.
Thereafter you export the customizations from the development system and import the
customizations to the production system.

Answer: D


QUESTION 9:

You work as the network administrator at Certkingdom .com. The Certkingdom .com
network consists of a single Active Directory domain named Certkingdom .com.
You have received instruction from the CIO to add code on an event. You need to
add the code on the event that will only work if the user is online using the Outlook
client. A Certkingdom .com employee named Andy Reid works in the Research and
Development department. You delegate the task of checking the conditions prior to
the execution of the logic in your code.
What should he check the conditions? (Choose all that apply.)

A. He is able to determine whether the client is using the Outlook client by checking the
crmForm.IsForOutlookClient property.
B. He is able to determine whether the client is using the Outlook client by checking the
location property of the window. In the Outlook client the location property consist of a
reference field to port 5249.
C. You can send an HTTP request to an URL to find out if the client is online. As soon as
a request times out you can be sure that the client is not offline.
D. By checking the crmForm.IsOnline property you are able to determine whether the
client is online.

Answer: A, D


QUESTION 10:

You work as the system administrator at Certkingdom .com. The Certkingdom .com network
consists of a single Active Directory domain named Certkingdom .com. You have received
instruction to apply client-side code on-save event in the lead entity form.
You have received instruction from the CIO to publish customizations. A
Certkingdom .com employee named Mia Hamm works in the Sales department. One
morning Mia Hamm reports that an error occurred when she tried to save an
existing lead.
You are able to create new leads without an error. This error could have been
identified before the users.
What would have been the easiest method?

A. You should test the client side code making use of the Update Form menu option from
the Preview menu prior to publishing. The Preview menu is on the Form customization page.
B. You should test the code on another computer before applying it to the server and
preview the menu prior to publishing.
C. You should include conditional logic in the code to detect the user
D. You should check the code for syntax errors prior to applying the code to the form.

Answer: A

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Why you can't afford to resist the cloud

Large and small enterprises are creating new business opportunities through their use of the cloud, at the expense of those who are slower to adapt.

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While many are still digging in their heels against moving to the cloud, they’re finding it harder and harder to do so. Not only because the business case becomes stronger every day, but also because cloud platform providers are acting to address the objections that used to slow or stymie adoption. This week saw Amazon provide another hook between its AWS cloud and enterprise data centers with the launch of its Storage Gateway appliance, which makes S3 storage look like just another iSCSI interface in the data center. Yesterday VMWare announced multi-cloud capability for its Cloud Foundry platform, eliminating provider lock-in for organisations that run their apps on the platform. Of course there are bad ways as well as good ways to use these hybrid tools, but that’s a topic for another post. The key takeaway is that cloud providers are taking steps to allay many of the concerns that have been raised in the past by enterprise IT buyers.

Meanwhile, it’s the business case that provides the compelling argument for going cloud. Yesterday, I heard two fascinating accounts from opposite ends of the enterprise spectrum about the transformative effect of cloud in their businesses. Both were speakers at Cloud Expo Europe in London, providing more grist for the mill of my forthcoming book about the emergence of frictionless enterprise. I was attending as a speaker on behalf of cloud platform distributor Boston [see disclosure].

Banking multinational HSBC was at one end of the spectrum, demonstrating that transformation isn’t just for small, green-field enterprises. It was a delight to hear the enthusiasm and confidence of Barry Childe, head of research, innovation and delivery for the bank’s global banking and markets division. His presentation talked about how cloud allows an organisation to reduce complexity, dramatically lower costs, and provide the best IT solutions to its business units — not just in theory but based on the bank’s proven experience. “This is not vapourware, this is about delivery of end solutions,” he insisted.

While he’s not allowed to publicly cite metrics, Childe did say that the bank’s cloud projects had more than lived up to expectations, stating: “I would consider our performance as exceptional.” I wondered whether those cloud-powered IT solutions were simply a matter of helping the bank do better what it had always done, or were some of them going beyond the bank’s traditional activities? His reply to my question was emphatic: “We’re doing things we could never have dreamed about a few years ago.”

At the opposite end of the scale, startup CEO Geoff Newman described how the cloud has helped his company grow from an investment of less than £10k to become a multi-million-pound business in just two years. Recruitment Genius is what I would call a classic frictionless enterprise story, finding its niche by using the cloud to take friction out of the recruitment process — its service posts a company’s job ads to a tailored selection of online job boards, filters the responses and provides an online applicant tracking system where recruiters can sort the CVs and arrange interviews.

Behind the scenes, its use of the cloud to drive its infrastructure is equally game-changing. All staff work virtually, using Gmail, Basecamp, Dropbox and Voipfone to collaborate. The company stores its applicant CVs on AWS, saves its Java code libraries on Google Code and runs its SQL database on Azure, with all files backed up to JungleDisk. It hosts its other servers on UK cloud hoster ElasticHosts, its videos on Vimeo and achieves a distinctive web presence with online fonts from Monotype Imaging’s fonts.com. Even the programmers that develop the company’s online functionality are hired on-demand using the cloud and are paid by the hour. “We’re able to scale our workforce and our cloud computing as necessary,” said Newman.

With its lean infrastructure and operating costs, and its direct connection into online job boards and social media, Recruitment Genius is hollowing out the business model of traditional recruitment agencies — as the company says on its website, “In 2009 we realised we had smashed our own recruitment agency model, but in its place was something far more exciting and effective.”

There’s a warning there for everyone that attempts to dismiss the cloud as a fad or as just another means of delivering IT. Those who really seize its potential are creating entirely new business opportunities — not only start-ups like Recruitment Genius but also big established firms like HSBC. And those initiatives are stealing business away from others that are slower to react to what’s going on. As the cloud matures, resistance isn’t merely futile; ignore the cloud and you could find your business has bought a one-way ticket to the scrapheap.

Cisco aims to simplify, unify collaboration products' design, interfaces

Cisco is in the midst of a major initiative to better integrate its various collaboration products and to give their interfaces a uniform, consistent design in order to make them easier to use and more effective at helping employees work with each other.

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The project is known internally as Futurama, and it's driven by the company's conviction that the consumerization of IT is a real trend in the enterprise. Thus, Cisco wants collaboration products like WebEx, Quad, Jabber IM, Tandberg and Social Miner to replicate the "user-centric" simplicity of consumer social networks and consumer mobile devices.

In addition, these collaboration products will continue to be integrated with each other until they provide a "seamless," unified experience so that users can move among them organically as their collaboration tasks require, said Raj Gossain, vice president of product management of Cisco's Collaboration Software Group.

"It's not just about making each of our products great unto themselves. Our objective is to bring these solutions together so that as people escalate from different experiences they feel that they are engaging with Cisco collaboration technologies in a consistent fashion: similar controls, common identity, elegant user experience," he said.

Cisco has been working aggressively on the Futurama user-experience design effort for the past year, and its results are just starting to show up in product upgrades and enhancements, but users will see a major push in this area this year, he said.

The fruits of Futurama will appear not only in the user interfaces of collaboration applications but also in the design of Cisco collaboration devices, such as the Tandberg video conferencing products, its IP phones and its Cius tablet.

"We're trying to deliver a common user experience so that everything feels like it's coming from the same vendor. We're making great progress. You'll see a number of new solutions launching this year that are delivered against that Futurama spec," Gossain said. "It's all about a quality, elegant experience, that's easy, intuitive and consistent."

The goal is to tap into the consumerization-of-IT trend and reduce the training and adoption burden that many enterprise computing technologies and products still place on IT departments and employees, he said. "We want to make these solutions as easy to use as Apple products, and as Facebook, Twitter and LinkedIn."

An example of Futurama's influence can be seen in the new version of the WebEx web-conferencing and online-meetings application, which was announced in November and is currently in public beta, he said. The Quad enterprise social-networking software will also feature Futurama-inspired design enhancements this year, Gossain said.

"You'll see products launching in the next few months that comply with this internal standard that we've established," he said.
Cisco, best known for its networking hardware, recently identified enterprise collaboration as one of several growth markets it's focusing on. It has been investing in and developing its collaboration portfolio in recent years and believes it now has a very strong offer to compete against the likes of Microsoft, IBM, Google and others.

Specifically, Cisco's collaboration stack now includes IP telephony, high-end telepresence, enterprise social networking, online meetings, and Web conferencing and social media monitoring. The company is focusing on both on-premise and cloud software that can be accessed via a broad range of platforms, browsers and devices.

Cisco takes a bite out of the datacenter server market

Cisco’s Unified Computing System proves that it has what it takes to play with the big boys in the server business.

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In the constant competition between choosing best of breed hardware and having a single throat to choke by using a single vendor approach the largest percentage of volume purchase datacenter hardware buyers tend to take a mixed approach, letting the solutions that they need to support drive their purchase requirements. While smaller companies are more likely to use traditional system integrators to handle the heavy lifting, large volume purchasers like a more detailed level of control over what goes into their shops.

So in 2009, when Cisco released their Unified Computing System, it didn’t seem to bring a lot of concern to the big players in the server hardware business, like HP and IBM. Despite the tight integration the UCS offered between Cisco’s server and networking infrastructures that was all that Cisco seemed to be able to offer. The other critical hardware and management components of their soup-to-nuts approach had to be provided by other vendors, such as EMC, HDS, CA, and BMC. HP and IBM, on the other hand, offered a complete line of their own storage hardware and software management tools, all tightly integrated with their own servers and networking. This put Cisco firmly in the role of a sort a super systems integrator, with all the baggage that carried when compared to HP and IBM.

But Cisco has surprised their competitors and the industry as a whole with the success of their UCS approach. They announced this week that in the last 30 months they had built a base of over 10,000 UCS customers, proving that there was a definite market desire for their approach to the single source, unified computing environment. Ranging from the sole service provider to smaller enterprises, to point product solution s in larger environments, UCS looks like it’s here to stay.
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