MB2-716 Customization and
Configuration
1. Select an on-demand workflow to run.
2. Add a stage specific workflow composition component. - correct answer ✔✔When a business process
flow (BPF) enters a specific stage, you need to run a workflow.
Which *two* actions should you perform?
Grant the appropriate security roles organization-level access to the custom entity. - correct answer
✔✔You create an organization-owned custom entity.
You need to ensure that users can see the custom entity while minimizing the permissions that you
grant users.
What should you do?
Use a quick view form to display the phone number. - correct answer ✔✔You add a lookup for contacts
to the case form.
You need to display the most recent primary phone number for a contact on the case form while
minimizing administrative effort.
What should you do?
The child records remain but the link to the parent record is removed. - correct answer ✔✔You configure
a 1:N relationship between *two* entities and set the cascade rule for deletion to
Referential.
What effect does deleting the parent record have on any child records?
Activate the workflow. - correct answer ✔✔You create a workflow that automatically sends an email
when a condition is met. The staff reports that emails are not been sent as expected. You need to correct
the issue. What should you do?
,On the Opportunity entity, select the Tablet option for the Microsoft Dynamics 365 Read- only Grid
setting. - correct answer ✔✔You implement Microsoft Dynamics 365 for customers.
A customer reports that their sales support staff is taking too much time updating the probability on
opportunities.
You must display an Editable Grid control when users view the Opportunity entity from the web. You
must display a read-only grid when users view opportunities on a tablet device.
What should you do?
1. Users can select a default BPF for all records.
2. If a user does not have access to the current process that is applied to a record, options will be
disabled. - correct answer ✔✔You need to provide users that have the Sales manager security role
access to multiple
business process flows (BPFs). Which *two* statements regarding role driven BPFs are true?
A user creates a record through the web interface but the required field is not on the current form. -
correct answer ✔✔You create a custom field and set the requirement level to Business Required. For
which
scenarios is the requirement level enforced?
1. Create, update, and delete records.
2. Create an association between records. - correct answer ✔✔You are configuring auditing for Microsoft
Dynamics 365.
Which *two* operations can you audit?
The form loads. - correct answer ✔✔You create a business rule for the Case entity and set the scope to
Case. Which action will cause the business rule to run?
1. Share
2. Append - correct answer ✔✔Which *two* of the following are valid security role permissions?
1. Document management for the entity.
, 2. Server-based Microsoft SharePoint integration. - correct answer ✔✔You need to configure Microsoft
OneNote integration for an organization's Microsoft
Dynamics 365 case entity. Which *two* components should you enable?
1. Set a default field value.
2. Display an error message at the form level.
3. Clear a field value. - correct answer ✔✔Which *three* actions can you perform by using business
rules? Each correct answer presents a complete solution.
Whole Number - correct answer ✔✔A group of users must be able to associate a time zone with a
record.
You need to implement the required functionality by using native Microsoft Dynamics 365 features.
Which field type should you use?
Quick View - correct answer ✔✔You need to display data is referenced by a lookup field on a form.
Which option should you use?
Add six days to a date field. - correct answer ✔✔Which action can you perform by using a business rule?
1. Start auditing.
2. Enable auditing for common entities. - correct answer ✔✔You need to enable auditing for the account
entity.
Which *two* actions should you perform? Each correct answer presents part of the solution.
1. Average
2. Maximum - correct answer ✔✔Which *two* series aggregate functions are only available on numeric
field data types? Each correct answer presents part of the solution.
Entity - correct answer ✔✔You need to create a business rule for the account entity that runs both client
and server
side. Which business rule scope should you use?
Configuration
1. Select an on-demand workflow to run.
2. Add a stage specific workflow composition component. - correct answer ✔✔When a business process
flow (BPF) enters a specific stage, you need to run a workflow.
Which *two* actions should you perform?
Grant the appropriate security roles organization-level access to the custom entity. - correct answer
✔✔You create an organization-owned custom entity.
You need to ensure that users can see the custom entity while minimizing the permissions that you
grant users.
What should you do?
Use a quick view form to display the phone number. - correct answer ✔✔You add a lookup for contacts
to the case form.
You need to display the most recent primary phone number for a contact on the case form while
minimizing administrative effort.
What should you do?
The child records remain but the link to the parent record is removed. - correct answer ✔✔You configure
a 1:N relationship between *two* entities and set the cascade rule for deletion to
Referential.
What effect does deleting the parent record have on any child records?
Activate the workflow. - correct answer ✔✔You create a workflow that automatically sends an email
when a condition is met. The staff reports that emails are not been sent as expected. You need to correct
the issue. What should you do?
,On the Opportunity entity, select the Tablet option for the Microsoft Dynamics 365 Read- only Grid
setting. - correct answer ✔✔You implement Microsoft Dynamics 365 for customers.
A customer reports that their sales support staff is taking too much time updating the probability on
opportunities.
You must display an Editable Grid control when users view the Opportunity entity from the web. You
must display a read-only grid when users view opportunities on a tablet device.
What should you do?
1. Users can select a default BPF for all records.
2. If a user does not have access to the current process that is applied to a record, options will be
disabled. - correct answer ✔✔You need to provide users that have the Sales manager security role
access to multiple
business process flows (BPFs). Which *two* statements regarding role driven BPFs are true?
A user creates a record through the web interface but the required field is not on the current form. -
correct answer ✔✔You create a custom field and set the requirement level to Business Required. For
which
scenarios is the requirement level enforced?
1. Create, update, and delete records.
2. Create an association between records. - correct answer ✔✔You are configuring auditing for Microsoft
Dynamics 365.
Which *two* operations can you audit?
The form loads. - correct answer ✔✔You create a business rule for the Case entity and set the scope to
Case. Which action will cause the business rule to run?
1. Share
2. Append - correct answer ✔✔Which *two* of the following are valid security role permissions?
1. Document management for the entity.
, 2. Server-based Microsoft SharePoint integration. - correct answer ✔✔You need to configure Microsoft
OneNote integration for an organization's Microsoft
Dynamics 365 case entity. Which *two* components should you enable?
1. Set a default field value.
2. Display an error message at the form level.
3. Clear a field value. - correct answer ✔✔Which *three* actions can you perform by using business
rules? Each correct answer presents a complete solution.
Whole Number - correct answer ✔✔A group of users must be able to associate a time zone with a
record.
You need to implement the required functionality by using native Microsoft Dynamics 365 features.
Which field type should you use?
Quick View - correct answer ✔✔You need to display data is referenced by a lookup field on a form.
Which option should you use?
Add six days to a date field. - correct answer ✔✔Which action can you perform by using a business rule?
1. Start auditing.
2. Enable auditing for common entities. - correct answer ✔✔You need to enable auditing for the account
entity.
Which *two* actions should you perform? Each correct answer presents part of the solution.
1. Average
2. Maximum - correct answer ✔✔Which *two* series aggregate functions are only available on numeric
field data types? Each correct answer presents part of the solution.
Entity - correct answer ✔✔You need to create a business rule for the account entity that runs both client
and server
side. Which business rule scope should you use?