MB2703 Microsoft Dynamics CRM 2013 Customization and Configuration Free Practice Test — 30 Questions

Question 1

An enterprise consulting firm is implementing a new project management module in Microsoft Dynamics CRM 2013. They have developed a custom entity named \"Project Milestones\" to track key deliverables and their completion dates for each project. This new entity is linked to the existing \"Projects\" entity through a one-to-many relationship, where one project can have multiple milestones. The firm\'s project managers require the ability to view and manage all associated project milestones directly from the main \"Projects\" form to streamline their workflow and maintain project visibility. Which customization approach is most effective for achieving this requirement within the Dynamics CRM 2013 interface?

Accepted Answer

Add a subgrid to the "Projects" main form, configured to display records from the "Project Milestones" entity.

Question 2

A system administrator for a mid-sized enterprise utilizing Microsoft Dynamics CRM 2013 reports that the automated lead qualification process, a critical business function, is failing intermittently. Users occasionally encounter an "Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.Messages.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=6.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]" error when leads are created or updated. This failure does not occur for every lead, and there is no discernible pattern related to specific lead data fields or times of day. The administrator has confirmed that the core CRM services are stable and that no recent system-wide configuration changes have been made.

Which of the following is the most probable root cause for this observed intermittent failure in the lead qualification process?

Accepted Answer

An issue within a custom plug-in or workflow activity that is triggered during the lead creation or update process, exhibiting intermittent failures due to an unhandled exception or an unreliable external dependency.

Question 3

Consider a scenario where Anya, a sales representative, is assigned a security role that grants her \"Organization\" level read access to the Account entity. Furthermore, a specific field-level security profile has been configured to deny her read access to the \"Credit Limit\" field within the Account entity. What will be the outcome for Anya when attempting to view an Account record?

Accepted Answer

Anya will be able to view all fields on the Account record, including the "Credit Limit" field.

Question 4

Anya, a seasoned Microsoft Dynamics CRM 2013 administrator, is tasked with integrating a new customer feedback capture mechanism. Mid-project, a major client escalates an urgent data migration issue, forcing a significant reduction in the timeline for the feedback module’s deployment. Furthermore, the initial requirements for the feedback module were underspecified, leaving considerable room for interpretation regarding data validation rules and reporting outputs. Anya needs to ensure the module is still delivered effectively despite these challenges. Which combination of behavioral competencies is most critical for Anya to demonstrate to successfully navigate this situation?

Accepted Answer

Adaptability and Flexibility, Problem-Solving Abilities, and Communication Skills

Question 5

A team of consultants is tasked with migrating a complex custom solution from an older, unsupported version of Dynamics CRM to Microsoft Dynamics CRM 2013. They encounter a scenario involving a one-to-many relationship between a custom entity \"ClientAsset\" and another custom entity \"AssetMaintenanceLog.\" Each ClientAsset can have multiple AssetMaintenanceLog entries. During the migration, the ClientAsset entity\'s primary identifier field, which is used in the lookup on AssetMaintenanceLog, is being modified due to a business requirement for a new, universally unique identifier. What is the most critical step to ensure data integrity and prevent operational failures for the AssetMaintenanceLog records post-migration?

Accepted Answer

Before modifying the ClientAsset entity's primary identifier, update all associated AssetMaintenanceLog records to either reference a valid, existing ClientAsset or have their lookup field set to null.

Question 6

A senior consultant is tasked with resolving a critical data anomaly in a Microsoft Dynamics CRM 2013 deployment. Users report that when a new opportunity is created and subsequently updated to a specific \"Closed - Won\" status, the associated account record sometimes displays an incorrect value in its \"Last Opportunity Close Date\" field. This anomaly occurs intermittently and seems to be related to the sequence in which custom plugins and a business process flow are triggered. One plugin is designed to update the opportunity\'s related account with the close date, while the business process flow includes a stage transition that also attempts to update a related field on the account based on the opportunity\'s status. What is the most effective initial diagnostic approach to pinpoint the root cause of this data inconsistency?

Accepted Answer

Analyze the execution order of all registered plugins for the Opportunity entity and examine the specific logic within the business process flow's stage transition to identify potential race conditions or conflicting updates to the Account entity.

Question 7

A growing enterprise has recently restructured its sales territories and expanded its sales force, leading to frequent updates in regional assignments and individual representative responsibilities. The existing lead assignment rules within Dynamics CRM 2013, which were configured for a static organizational structure, are now failing to accurately route new leads, resulting in delays and misallocated opportunities. Management requires a solution that ensures leads are consistently and correctly assigned to the appropriate sales representative, even with ongoing organizational changes, without requiring constant manual intervention. Which customization approach would best address this persistent operational challenge?

Accepted Answer

Developing a custom workflow or plugin that dynamically retrieves and assigns leads based on real-time territory data and sales representative availability

Question 8

Consider a scenario where a consultant is configuring security roles within Microsoft Dynamics CRM 2013 for a client in the financial services sector. The client operates under strict data privacy regulations, similar to GDPR\'s principles regarding data access control. A specific user is assigned a security role that has been granted \"User\" level read privileges on the \"Contact\" entity and \"Append\" privileges on the \"Phone Call\" entity. This user attempts to create a new \"Phone Call\" activity and associate it with an existing \"Contact\" record. However, this particular \"Contact\" record is owned by another user within the same business unit, and the security role in question does not possess any broader read privileges (like \"Business Unit\" or \"Organization\") for the \"Contact\" entity. What is the outcome of this user\'s action?

Accepted Answer

The user can successfully create the Phone Call record and view the associated Contact record.

Question 9

A business analyst for a consulting firm needs to implement a process within Microsoft Dynamics CRM 2013 that automatically routes a new client service request to the appropriate department based on the request\'s service type and the client\'s industry. If the service type is \'Technical Support\' and the client belongs to the \'Financial Services\' industry, the request must be assigned to a specific queue. If the service type is \'Consulting Inquiry\' and the client is in the \'Healthcare\' industry, it should trigger an email notification to the lead consultant for that sector. For all other combinations, a general support queue should be used. Which customization approach is most appropriate for reliably automating these conditional routing and notification requirements across the CRM system?

Accepted Answer

Implement a real-time (synchronous) workflow that evaluates the service request details and client industry to assign the request to the correct queue or send an email notification.

Question 10

A company is implementing a new project management solution using Microsoft Dynamics CRM 2013. They have a custom entity called \"Project\" with a lookup field to the \"Account\" entity. A Business Process Flow (BPF) is configured to guide users through distinct project phases. Within a specific stage of this BPF, it\'s crucial that when a user links a \"Project\" record to an \"Opportunity\" (via a custom lookup field named \"Related Opportunity\") or creates a new \"Project\" and populates this lookup, a custom date field on the \"Project\" entity, \"Projected Completion Date,\" is automatically populated with the value from the \"Estimated Close Date\" field of the linked \"Opportunity.\" Which customization method would most effectively ensure this data synchronization happens immediately and is visible to the user as they interact within the BPF stage?

Accepted Answer

Implement a client-side script (JavaScript) on the "Project" entity form, triggered by the change event of the "Related Opportunity" lookup field.

Question 11

During the implementation of a complex business process automation in Microsoft Dynamics CRM 2013, the client\'s marketing department, after observing initial prototypes, requests a significant alteration to the lead qualification workflow. This new requirement, not initially scoped, involves integrating real-time social media sentiment analysis to influence lead scoring. The project manager, focused on meeting the original deadline, instructs the development team to implement this change immediately without a formal change request or impact assessment. Subsequently, the sales team reports that the lead scoring mechanism is now producing inconsistent results, and several critical sales automation rules are failing. Which behavioral competency is most critically lacking in the project manager\'s handling of this situation, directly contributing to the system\'s instability?

Accepted Answer

Adaptability and Flexibility

Question 12

A business process automation implemented via a custom workflow in Microsoft Dynamics CRM 2013 for lead qualification is no longer accurately reflecting current sales criteria. The workflow, which automatically assigns a \"Qualified\" status and routes leads to the appropriate sales team based on specific attributes, is now incorrectly classifying a significant percentage of incoming leads. The sales department requires an immediate adjustment to the automation to align with updated qualification parameters, but the business also mandates minimal disruption to live sales operations during the update. What is the most appropriate method to address this situation within the Dynamics CRM 2013 customization framework?

Accepted Answer

Deactivate the existing workflow, implement the revised qualification logic within its steps, and then reactivate it.

Question 13

A solutions architect is tasked with customizing Microsoft Dynamics CRM 2013 for a construction firm. They introduce a new entity, "ProjectMilestone," to track individual task progress. On this entity, a calculated field named "RemainingEffort" is implemented, deriving its value from $ \text{TotalEffort} - \text{ActualEffort} $. On the parent "Project" entity, a roll-up field named "TotalProjectCost" is configured to sum the "Cost" field from all related "ProjectMilestone" records. Furthermore, a complex, synchronous workflow is designed to trigger on every "ProjectMilestone" creation or update, performing several related entity lookups and updates. Given a scenario where hundreds of "ProjectMilestone" records are created or modified daily for various projects, which system component is most likely to exhibit increased processing times and potential backlogs due to these configurations?

Accepted Answer

The asynchronous service responsible for calculating and updating roll-up fields.

Question 14

A seasoned Microsoft Dynamics CRM 2013 customization consultant is tasked with troubleshooting a critical issue. A recently deployed business process flow, designed to guide sales representatives through lead qualification, is intermittently failing to activate for leads entered from a newly integrated, international sales region. The process flow\'s logic relies on specific country and state code mappings within the CRM’s address fields. Initial investigation reveals that leads from this new region are being entered with country and state codes that do not precisely match the existing, hardcoded values or entity lookups configured within the business process flow\'s activation conditions. The consultant needs to implement a solution that ensures the business process flow correctly identifies and activates for these new leads without compromising its functionality for existing regions.

Which of the following approaches represents the most effective and scalable solution to address this situation?

Accepted Answer

Modify the business process flow's activation conditions to incorporate alternative or broader matching criteria that can accommodate the variations in country and state code formats from the new international region, potentially by utilizing wildcard characters or adding new lookup entries for the specific codes.

Question 15

Anya, a seasoned consultant specializing in Dynamics CRM 2013 customizations, is tasked with enhancing security configurations. She implements a new, custom security role named \"Enterprise Visibility\" which grants \"Read\" and \"Append\" privileges across all core entities (Accounts, Contacts, Opportunities, Cases, etc.) without any ownership or business unit restrictions. Prior to this, Anya was assigned the \"Regional Manager\" role, which provided \"Read,\" \"Write,\" \"Create,\" and \"Append\" privileges only on records within her designated business unit. Following the assignment of the \"Enterprise Visibility\" role to Anya, what is the most pronounced and immediate alteration in her data interaction capabilities within the CRM system concerning the Account entity?

Accepted Answer

Anya can now read all Account records within the entire organization, irrespective of ownership or business unit.

Question 16

Apex Investments, a firm specializing in wealth management, is undertaking a crucial customization project for its Microsoft Dynamics CRM 2013 platform. The objective is to enhance client onboarding processes to comply with new financial disclosure regulations and to integrate a novel client preference tracking module. The project lead, Anya Sharma, has encountered a significant challenge: a recent amendment to the \"Client Data Protection Act\" mandates additional data anonymization protocols, and a key institutional client has requested a complete overhaul of the preference module\'s user interface, deviating substantially from the initial design specifications. This has introduced considerable ambiguity regarding the project\'s timeline and resource allocation. Anya needs to determine the most effective approach to manage these evolving demands while ensuring the project remains aligned with the firm\'s strategic goals and maintains stakeholder confidence.

Accepted Answer

Implement a revised project plan that incorporates the new regulatory requirements through a phased rollout, prioritizing the data anonymization protocols and deferring the UI overhaul to a subsequent iteration, while proactively communicating the adjusted scope and timeline to all stakeholders.

Question 17

Ms. Anya Sharma, a regional sales manager, is tasked with monitoring the performance of her direct sales team, all of whom are located within her designated Business Unit. Concurrently, she needs to review the progress of a specialized cross-functional project team, led by Mr. Kenji Tanaka, whose members are situated in a separate Business Unit. Ms. Sharma requires the ability to view all records associated with her direct reports and also all records managed by Mr. Tanaka\'s project team. However, to maintain data segregation and adhere to organizational security policies, she should not have visibility into any other Business Units or records outside of these two specific groups. Which of the following security role configurations would best enable Ms. Sharma to achieve this dual objective while adhering to the principle of least privilege?

Accepted Answer

Assign Ms. Sharma a security role granting "Business Unit" level read access to the relevant entities, ensuring this role's scope explicitly includes both her Business Unit and Mr. Tanaka's Business Unit.

Question 18

A regional sales manager in a Dynamics CRM 2013 implementation needs to ensure that all sales representatives within their specific business unit can view each other\'s opportunity records. However, these representatives should not have visibility into opportunities managed by sales teams in other business units, nor should they see records owned by users outside their immediate team if those users are in different business units. The manager is configuring a new security role for these representatives. Which access level for the \"Read\" privilege on the Opportunity entity would most effectively satisfy these precise requirements while adhering to the principle of least privilege?

Accepted Answer

Business Unit

Question 19

A Dynamics CRM 2013 implementation exhibits sporadic failures in its lead qualification automated workflow. This process, responsible for assigning qualified leads to sales representatives, sometimes completes successfully but other times results in leads remaining unassigned and flagged with an internal error status. The impact is a delay in sales follow-up and a reduction in sales team efficiency. The technical team has confirmed that the core CRM platform is stable and that no recent, unrelated code deployments have occurred. What is the most effective initial diagnostic approach to pinpoint the root cause of these intermittent workflow failures?

Accepted Answer

Thoroughly review the System Jobs logs, specifically filtering for asynchronous workflow executions related to the lead qualification process, to identify any error messages or execution failures.

Question 20

A consulting firm specializing in CRM implementation is tasked with enhancing a Microsoft Dynamics CRM 2013 deployment for a client. The client has requested a new feature to meticulously track the effectiveness of various lead sources, including metrics like conversion rates and revenue generated per source. This requires associating detailed source information, including performance indicators, with each lead. The project lead is evaluating the optimal customization strategy to integrate this new functionality without compromising system performance or future maintainability. Which of the following approaches represents the most effective and scalable method for achieving this requirement within the CRM 2013 customization framework?

Accepted Answer

Develop a new custom entity named "Lead Source Details" and implement a many-to-one (N:1) relationship from the existing "Lead" entity to this new "Lead Source Details" entity, incorporating fields for effectiveness metrics within the new entity.

Question 21

A senior consultant is tasked with modifying a critical business process automation within Dynamics CRM 2013. The existing workflow, which orchestrates updates across Accounts, Contacts, and a custom \"Service Request\" entity, needs to reflect a new regulatory compliance requirement. This change mandates that whenever a \"Service Request\" is closed with a \"Resolution Code\" of \"Customer Not Available,\" all associated \"Contact\" records linked to that Account must have their \"Last Contacted Status\" field updated to \"Inactive\" and a new \"Compliance Flag\" field on the Account record should be set to \"True.\" The consultant must ensure data integrity, minimal disruption to ongoing operations, and maintain flexibility for future adjustments. What is the most robust approach to implement this change while demonstrating adaptability and effective problem-solving?

Accepted Answer

Develop a new, asynchronous workflow that triggers on the closure of a "Service Request" with the specified "Resolution Code," updating the related "Contact" records and the "Account" record as required, and then deactivate the old workflow.

Question 22

A consulting firm is implementing a custom sales automation solution within Microsoft Dynamics CRM 2013 for a manufacturing client. During the development of a new opportunity management process, the client\'s sales director requests significant modifications to the lead scoring algorithm and the introduction of a tiered product catalog with dynamic pricing rules, citing a recent market shift. The project lead, Riya, observes that these requests deviate substantially from the initially agreed-upon scope, impacting the project\'s timeline and resource allocation. The development team is already stretched thin, and the original deployment date is fast approaching. Which of the following actions best demonstrates Riya\'s ability to manage this evolving situation in line with MB2703 customization and configuration principles, particularly concerning adaptability and project management under pressure?

Accepted Answer

Immediately implement the requested changes to demonstrate responsiveness to client needs, deferring discussion of timeline and resource impacts until after deployment.

Question 23

During the deployment of a bespoke Customer Relationship Management solution based on Microsoft Dynamics CRM 2013, the project lead, Mr. Kenji Tanaka, observes a consistent pattern of late-stage feature requests from key business unit heads. These requests, while potentially valuable, were not part of the initial agreed-upon scope and are significantly impacting the project\'s timeline and resource allocation. The existing project documentation lacks a defined procedure for evaluating and incorporating such emergent requirements. Which of the following actions would most effectively address this situation and mitigate further scope creep?

Accepted Answer

Immediately halt all further development and convene a meeting with all stakeholders to re-baseline the project scope and establish a formal change request and approval process for any subsequent modifications.

Question 24

Anya, a system administrator for a rapidly growing e-commerce firm utilizing Dynamics CRM 2013, discovers that their critical automated lead qualification and assignment workflow, which relies on an integrated marketing automation platform, has abruptly stopped processing new inbound leads. This malfunction occurred immediately after a minor configuration adjustment was made to the marketing platform\'s contact segmentation rules. The sales team is reporting a significant backlog of unassigned leads, impacting their ability to follow up promptly. Anya needs to restore functionality with minimal disruption.

Which of the following actions should Anya prioritize as the immediate corrective measure to address this critical workflow failure?

Accepted Answer

Revert the recent configuration adjustment made to the marketing platform's contact segmentation rules to restore the system to its last known working state.

Question 25

An independent software vendor is developing a new solution on Microsoft Dynamics CRM 2013, featuring a custom entity named \"Project.\" This \"Project\" entity needs to be linked to existing \"Account\" records to associate projects with client organizations. During the customization process, a lookup field is created on the \"Project\" entity to reference the \"Account\" entity. Considering the default behavior of lookup fields in CRM 2013, which attribute from the \"Account\" entity is inherently used to display the name of the selected Account within the \"Project\" entity\'s lookup control without any additional customization?

Accepted Answer

Company Name

Question 26

A dynamic implementation team is developing a new client onboarding process within Microsoft Dynamics CRM 2013. They have created a custom workflow named \"Client Onboarding Workflow\" intended to automatically assign new client records to appropriate account managers based on their specialization and current caseload. However, the team has observed that this workflow consistently fails to initiate for clients classified as \"Enterprise\" tier, despite these records being created and updated through standard CRM interfaces. The workflow is configured to trigger on record updates and has a business unit scope. What is the most effective strategic adjustment to ensure the \"Client Onboarding Workflow\" reliably executes for all client types, including the \"Enterprise\" tier, without requiring a complete re-architecture of the onboarding process?

Accepted Answer

Modify the workflow's activation setting to trigger on record creation and adjust its scope to 'Organization' to ensure universal applicability.

Question 27

Consider a Dynamics CRM 2013 implementation for a business consultancy. A requirement has arisen to automatically track the number of technology-focused contacts associated with each client account. When a new \'Contact\' record is created, if the \'Contact\'\'s \'Industry\' field is set to \"Technology,\" a custom field on the related \'Account\' record, named \'TechnologyContactCount\' (a whole number field), must be incremented by one. Which customization approach would most effectively and immediately fulfill this requirement, ensuring the \'Account\' record reflects the updated count without user intervention or noticeable delay?

Accepted Answer

A real-time, synchronous workflow triggered on Contact creation, configured to update the related Account's 'TechnologyContactCount' by adding 1 to its current value when the Contact's Industry is "Technology".

Question 28

A consulting firm specializing in renewable energy solutions is implementing Dynamics CRM 2013 to manage its sales pipeline. A critical business process involves automatically assigning newly created leads to sales representatives based on a dynamically calculated \"Opportunity Potential Score.\" This score is computed by a custom real-time workflow that analyzes various lead attributes. However, reports indicate that leads are frequently assigned to representatives who do not match the highest calculated score, leading to suboptimal lead distribution and delayed client engagement. Further investigation reveals that the lead assignment mechanism relies on a standard asynchronous system job that processes leads in batches. What is the most effective customization strategy to ensure accurate and timely lead assignment according to the calculated Opportunity Potential Score?

Accepted Answer

Reconfigure the custom lead scoring workflow to execute synchronously, ensuring the Opportunity Potential Score is finalized before the asynchronous assignment job processes the lead.

Question 29

A seasoned Dynamics CRM 2013 customization lead is overseeing a critical project to implement a new lead management workflow for a global enterprise. Two weeks before the scheduled go-live, the client announces a significant, unanticipated regulatory change that directly impacts the data capture and processing requirements for all leads. This necessitates a substantial alteration to the existing entity structure, business logic, and user interface elements that have already been developed and tested. The lead must immediately re-evaluate the project plan, re-prioritize tasks, and potentially revise the implementation timeline, all while ensuring the development team remains motivated and focused. Which core behavioral competency is most critical for the customization lead to effectively navigate this situation and ensure project success?

Accepted Answer

Adaptability and Flexibility

Question 30

A Dynamics CRM 2013 implementation project for a large financial institution is experiencing significant scope creep due to unforeseen regulatory changes impacting client data handling. The project manager, Anya Sharma, must quickly re-evaluate the project roadmap, re-allocate developer resources, and communicate revised timelines and feature priorities to both the client and her cross-functional team, which includes business analysts, developers, and QA testers. Anya\'s ability to effectively pivot the project strategy, manage team expectations amidst uncertainty, and maintain team cohesion during this critical phase is paramount to successful delivery. Which primary behavioral competency is Anya Sharma demonstrating through her response to these evolving project demands?

Accepted Answer

Adaptability and Flexibility

MB2703 Microsoft Dynamics CRM 2013 Customization and Configuration Free Practice Test — 30 Questions

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