Dumbs for Microsoft Dynamics CRM 2013 Customization and Configuration MB2-703

1.A custom entity is no longer required.What should you do before deleting the entity?

• A.Remove the entity from any required security roles.
• B.Check whether the entity has any dependencies.
• C.Reassign all the records in the entity.
• D.Change the entity ownership to Organization.

Answer: B


2.You are creating a customized Solution for a conference.
Each conference attendee can register for multiple sessions, and each session can have multiple
registered attendees.Attendees complete surveys after each session.Surveys have custom fields.
Which relationship type should you use between attendees and session registrations to track surveys?

• A.One-to-many (1:N) from session registration to attendee
• B.One-to-many (1:N) from attendee to session registration
• C.Native many-to-many (N:N) between attendee and session registration
• D.Manual many-to-many (N:N) between attendee and session registration

Answer: D


3.You need to add a new custom entity to a Microsoft Dynamics CRM database.Which three actions can
you perform to achieve this goal? Each correct answer presents a complete solution.

• A.Execute a workflow.
• B.Import a Solution.
• C.Run a dialog.
• D.Create a new entity in the default Solution.
• E.Import data.

Answer: A, B, D


4.What type of relationship exists between the Marketing List entity and the Contact entity?

• A.One-to-many (1:N)
• B.Many-to-one (N:l)
• C.Native many-to-many (N:N)
• D.Manual many-to-many (N:N)

Answer: C


5.You are using Microsoft Dynamics CRM Online.
You plan to create an entity named Project.The Project entity will have 15 custom fields.
Which two properties can you change after you create the entity? Each correct answer presents a
complete solution.

• A.Ownership
• B.Number of fields
• C.Define as activity entity
• D.Display Name

Answer: B, D


6.You are creating a custom entity.
Which three communication and collaboration features can be disabled after they are enabled? Each
correct answer presents a complete solution.

• A.Sending email
• B.Access Teams
• C.Document management
• D.Mail merge
• E.Notes

Answer: B, C, D

7.You customize the Lead entity by adding a country option set that is automatically populated for records
created by a third-party website.
You map the country option set in the Lead entity to a country option set in the Contact entity.
When you create a Contact record, what happens if the option set value specified in the Lead does not
exist in the Contact country option set?

• A.The text label and integer value for the country are copied from the Lead country option set to the
• Contact country option set.
• B.The text label for the country is copied from the Lead country option set to the Contact country option
• set and a new integer value is assigned.
• C.The country is copied to the Contact record but not added to the Contact country option set.
• D.The country field in the Contact record is left blank.

Answer: B


8.When auditing is enabled, which statement about field auditing is true?

• A.Field auditing properties can be set for only one field at a time.
• B.Auditing can be turned on or off for a field at any time.
• C.Auditing can be turned on for a custom field only while creating the field.
• D.Field-level audit properties can be used to create exceptions for an entity that is not enabled for
• auditing.

Answer: B


9.A user is editing an Account entity for the first time.The Address 1: Address Type of Account field
contains four options, in this order:
Bill To
Ship To
Primary
Other
The user deletes the Ship To and Other options, adds an option named Secondary, and then saves and
publishes the record.What are the default values of the options in the record?

• A.1; 3; 100,000,001
• B.0000001; 0000003; 1000001
• C.1:3:5
• D.1;2;3
• E.1; 3; 100,000,000

Answer: E

10.Which three values are valid Field Requirement property values in Microsoft Dynamics CRM? Each
correct answer presents a complete solution.

• A.System Recommended
• B.Business Recommended
• C.Business Required
• D.System Required
• E.No Constraint
• F.Optional

Answer: B, C, F

The Difference between Dynamic and Static marketing lists

The Difference between Dynamic and Static marketing lists

	Dyanamic List	Static List
Member types	Leads, Contacts or Accounts	Leads, Contacts or Accounts
Adding members	The query to select members automatically adds records which meet the criteria	You can manually add records using the Add to Marketing List button Manage Members – Add records using a lookup Manage Members – Add records using an advanced find
Removing members	Members are automatically removed if they no longer meet the dynamic list query criteria	Manage Members – Advanced find to Remove records Manage Members – advanced find to evaluate members
Blocked attribute	You cannot block a dynamic list (you can use the copy to static button to copy the members of a dynamic list to a new static marketing list)	You can block a static list, which stops members being added or deleted.
Updating list members	automatic	Manual – a static list has to be updated manually.
deactivated records/members	Automatically excluded from the list
Can lists be added to a campaign	Yes – All marketing lists can be added to a campaign and both static and dynamic can be added to the same campaign	Yes – All marketing lists can be added to a campaign and both static and dynamic can be added to the same campaign

java script for enter a number and display the text according to that number in ms crm

java script for enter a number and display the text according to that number

function DisplayTextFromnumber() {

    var number1 = GetTextFieldValue("new_numberone");
       switch (number1) {
            case 65:
                SetTextFieldValue("new_displaytextfromnumbers", "A");
                break;
            case 66:
                SetTextFieldValue("new_displaytextfromnumbers", "B");
                break;
            case 67:
                SetTextFieldValue("new_displaytextfromnumbers", "C");
                break;
            case 68:
                SetTextFieldValue("new_displaytextfromnumbers", "D");
                break;
            case 69:
                SetTextFieldValue("new_displaytextfromnumbers", "E");
                break;
            case 70:
                SetTextFieldValue("new_displaytextfromnumbers", "F");
                break;
            case 71:
                SetTextFieldValue("new_displaytextfromnumbers", "G");
                break;
            case 72:
                SetTextFieldValue("new_displaytextfromnumbers", "H");
                break;
            case 73:
                SetTextFieldValue("new_displaytextfromnumbers", "I");
                break;
            case 74:
                SetTextFieldValue("new_displaytextfromnumbers", "J");
                break;
            case 75:
                SetTextFieldValue("new_displaytextfromnumbers", "K");
                break;
            case 76:
                SetTextFieldValue("new_displaytextfromnumbers", "L");
                break;
            case 77:
                SetTextFieldValue("new_displaytextfromnumbers", "M");
                break;
            case 78:
                SetTextFieldValue("new_displaytextfromnumbers", "N");
                break;
            case 79:
                SetTextFieldValue("new_displaytextfromnumbers", "O");
                break;
            case 80:
                SetTextFieldValue("new_displaytextfromnumbers", "P");
                break;
            case 81:
                SetTextFieldValue("new_displaytextfromnumbers", "Q");
                break;
            case 82:
                SetTextFieldValue("new_displaytextfromnumbers", "R");
                break;
            case 83:
                SetTextFieldValue("new_displaytextfromnumbers", "S");
                break;
            case 84:
                SetTextFieldValue("new_displaytextfromnumbers", "T");
                break;
            case 85:
                SetTextFieldValue("new_displaytextfromnumbers", "U");
                break;
            case 86:
                SetTextFieldValue("new_displaytextfromnumbers", "V");
                break;
            case 87:
                SetTextFieldValue("new_displaytextfromnumbers", "W");
                break;
            case 88:
                SetTextFieldValue("new_displaytextfromnumbers", "X");
                break;
            case 89:
                SetTextFieldValue("new_displaytextfromnumbers", "y");
                break;
            case 90:
                SetTextFieldValue("new_displaytextfromnumbers", "Z");
                break;
            default:
                alert("Wrong Oprtin");
                break;
        }
    }

create a Workflow on a entity such that new reocrd is created , the system should increment the value of a field on form

Create a Workflow on a entity such that new reocrd is created , the system should increment the value of a field on form 

1.created a entity with two fields and add that field on form and save it and publish it

2.Now  create a work flow for increment a value of field when record is created 

3. Goto Setting---> Click Process

4.click on new small popup will be open 

5.

6.fill the all details like name and category and select entity on which you have to write a work flow

7.after all this step small window will be open

click on Convert to real time work flow

8.click on add step and select update record

9.

10.click on set propertise it ll open a window which display all fields of a form 

11. click on field on which u want to increment a value on right hand side their is dropn called operator click on that drop down you will get list of operation click on increment

12.activate work flow and publish it.

13.

14.final ouput will look like this.

how filter data between two lookups

How to filter the data between two lookups

1.I have added Two lookup on form Called State And City

2.

3.the my requirement is i want to display city according to state 

4.at initial statge my city lookup will be look like this

it display all city of all state now i want filtter it according to my state 

5. for this u just need to double click on city filed and scroll down their is one sub grid given 

related record Filtering 

click on only Show records Where 

then click ok and publish it 

6.your output will be look like this

javascript for Fetch the data from lookup an and set the value for field on Form in ms crm

1. I have created teacher Entity In my Ms crm solution  and added following field in it

• FirstName
• LastName
• Birthdate
• Gender
• salary
• ContatcNo
• Married
• age
• teaching area

2. second step i have created School entity in this entity i have created same field as of teacher entity
and add on extra lookup call TeacherDetails

after that i have written following  script for Fetching Data and Call that Script On Onchange Of Teacher Details Event.

3.function OnchnageOfLookup() {

    var lookupid = GetIdFromLookup("new_teachersdetails");

    var fetchXML = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'> " +
            " <entity name='new_teacher'> " +
            "<attribute name='new_firstname' />" +
            "<attribute name='new_lastname' />" +
            "<attribute name='new_birthdate' />" +
            "<attribute name='new_gender' />" +
            "<attribute name='new_salary' />" +
            "<attribute name='new_contactno' />" +
            "<attribute name='new_married' />" +
            "<attribute name='new_teachingarea' />" +
            "<attribute name='new_age' />" +
            "<attribute name='new_teacherid' />" +
            " <filter type='and'> " +
            "  <condition attribute='new_teacherid' operator='eq' value='" + lookupid + "' /> " +
             " </filter> " +
              "</entity> " +
                "</fetch>";


    Result = XrmServiceToolkit.Soap.Fetch(fetchXML);

    var FirstName = Result[0].attributes.new_firstname.value;
    SetTextFieldValue("new_firstname", FirstName);

    var lastname = Result[0].attributes.new_lastname.value;
    SetTextFieldValue("new_lastname", lastname);

    var bday = Result[0].attributes.new_birthdate.value;
    SetTextFieldValue("new_birthdate", bday);


    var gender = Result[0].attributes.new_gender.value;
    SetTextFieldValue("new_gender", gender);

    var salary = Result[0].attributes.new_salary.value;
    SetTextFieldValue("new_salary1", salary);


    var contact = Result[0].attributes.new_contactno.value;
    SetTextFieldValue("new_contactno", contact);

    var married = Result[0].attributes.new_married.value;
    SetTextFieldValue("new_married", married);

    var tarea = Result[0].attributes.new_teachingarea.value;
    SetTextFieldValue("new_teachingarea", tarea);

    var age = Result[0].attributes.new_age.value;
    SetTextFieldValue("new_age", age);

}

4.Save and Publish it.

5.the Output will look like this

SQL CREATE VIEW Statement

In SQL, a view is a virtual table based on the result-set of an SQL statement.

A view contains rows and columns, just like a real table. The fields in a view are fields from one or more real tables in the database.

You can add SQL functions, WHERE, and JOIN statements to a view and present the data as if the data were coming from one single table.

SQL CREATE VIEW Syntax

CREATE VIEW view_name AS
SELECT column_name(s)
FROM table_name
WHERE condition

SQL CREATE VIEW Examples

If you have the Northwind database you can see that it has several views installed by default.

The view "Current Product List" lists all active products (products that are not discontinued) from the "Products" table. The view is created with the following SQL:

CREATE VIEW [Current Product List] AS
SELECT ProductID,ProductName
FROM Products
WHERE Discontinued=No

We can query the view above as follows:

SELECT * FROM [Current Product List]

SQL FOREIGN KEY Constraint

A FOREIGN KEY in one table points to a PRIMARY KEY in another table.

Let's illustrate the foreign key with an example. Look at the following two tables:

The "student" table:

P_Id	LastName	FirstName	Address	City
1	Hansen	Ola	Timoteivn 10	Sandnes
2	Svendson	Tove	Borgvn 23	Sandnes
3	Pettersen	Kari	Storgt 20	Stavanger

The "Orders" table:

Note that the "P_Id" column in the "Orders" table points to the "P_Id" column in the "student " table.

The "P_Id" column in the "student" table is the PRIMARY KEY in the "student" table.

The "P_Id" column in the "Orders" table is a FOREIGN KEY in the "Orders" table.

The FOREIGN KEY constraint is used to prevent actions that would destroy links between tables.

The FOREIGN KEY constraint also prevents invalid data from being inserted into the foreign key column, because it has to be one of the values contained in the table it points to.

The following SQL creates a FOREIGN KEY on the "P_Id" column when the "Orders" table is created:

CREATE TABLE Orders
(
O_Id int NOT NULL PRIMARY KEY,
OrderNo int NOT NULL,
P_Id int FOREIGN KEY REFERENCES student(P_Id)
)

To create a FOREIGN KEY constraint on the "P_Id" column when the "Orders" table is already created, use the following SQL:

ALTER TABLE Orders
ADD FOREIGN KEY (P_Id)
REFERENCES student(P_Id)

To drop a FOREIGN KEY constraint, use the following SQL:

ALTER TABLE Orders
DROP CONSTRAINT fk_PerOrders

SQL PRIMARY KEY Constraint

1. The PRIMARY KEY constraint uniquely identifies each record in a database table.


2. Primary keys must contain UNIQUE values.

3.A primary key column cannot contain NULL values.

4. Most tables should have a primary key, and each table can have only ONE primary key.

The following SQL creates a PRIMARY KEY on the "P_Id" column when the "Persons" table is created:

CREATE TABLE Persons
(
P_Id int NOT NULL PRIMARY KEY,
LastName varchar(255) NOT NULL,
FirstName varchar(255),
Address varchar(255),
City varchar(255)
)

To allow naming of a PRIMARY KEY constraint, and for defining a PRIMARY KEY constraint on multiple columns, use the following SQL syntax:

CREATE TABLE Persons
(
P_Id int NOT NULL,
LastName varchar(255) NOT NULL,
FirstName varchar(255),
Address varchar(255),
City varchar(255),
CONSTRAINT pk_PersonID PRIMARY KEY (P_Id,LastName)
)

To create a PRIMARY KEY constraint on the "P_Id" column when the table is already created, use the following SQL:

ALTER TABLE Persons
ADD PRIMARY KEY (P_Id)

To allow naming of a PRIMARY KEY constraint, and for defining a PRIMARY KEY constraint on multiple columns, use the following SQL syntax:

ALTER TABLE Persons
ADD CONSTRAINT pk_PersonID PRIMARY KEY (P_Id,LastName)

To drop a PRIMARY KEY constraint, use the following SQL:

ALTER TABLE Persons
DROP CONSTRAINT pk_PersonID

SQL basics Syntax

The SELECT statement is used to select data from a database.

The result is stored in a result table, called the result-set.

SQL SELECT Syntax

SELECT column_name,column_name
FROM table_name;

Demo Database

In this tutorial we will use the well-known Northwind sample database.

Below is a selection from the "Customers" table:

CustomerID	CustomerName	ContactName	Address	City	PostalCode	Country
1	Alfreds Futterkiste	Maria Anders	Obere Str. 57	Berlin	12209	Germany
2	Ana Trujillo Emparedados y helados	Ana Trujillo	Avda. de la Constitución 2222	México D.F.	05021	Mexico
3	Antonio Moreno Taquería	Antonio Moreno	Mataderos 2312	México D.F.	05023	Mexico

---

SELECT Column Example

The following SQL statement selects the "CustomerName" and "City" columns from the "Customers" table:

Example

SELECT CustomerName,City FROM Customers;

Add Virtual Keyboard On WebSite

Description:

You will often see in some banking sites use of a virtual keypad in their site to enter a username and password.

That type of Virtual Keypad we can implement using the Mottie keyboard plugin of jQuery.

To create this application you need the jQuery files listed below.

• jquery.min.js
• jquery-ui.min.js
• jquery-ui.css

Plugin files:

• jquery.keyboard.js
• jquery.keyboard.extension-typing.js
• keyboard.css

Design

Add a TextBox to a page of which you want to show a keyboard when the focus is on it.

Now design your screen as in the following screen:

Or you can copy the following source code:

<body>
   <form id="form1" runat="server">
    <div>
        Textbox with virtual key pad
        <asp:TextBox ID="keyboard" runat="server" MaxLength="4"></asp:TextBox>
    </div>
    </form>
</body>Next add the following JavaScript and CSSstyle in the head tag of an aspx file.

<head runat="server">
    <title></title>
    <link href="jquery-ui.css" rel="stylesheet" type="text/css" />
    <script src="jquery.min.js" type="text/javascript"></script>
    <script src="jquery-ui.min.js" type="text/javascript"></script>
    <link href="keyboard.css" rel="stylesheet" type="text/css" />
    <script src="jquery.keyboard.js" type="text/javascript"></script>
    <script src="jquery.keyboard.extension-typing.js" type="text/javascript"></script>
    <script type="text/javascript">
        $(document).ready(function () {
            $('#keyboard').keyboard({
                preventPaste: true,
                autoAccept: true
            })
            .addTyping();
        });
    </script>
</head>

In the code above just check this line:

preventPaste: true  It prevents a copy and paste on the TextBox.

Now build your application and put the focus on the TextBox. It will show the Virtual KeyBoard.