Microsoft Dynamics CRM Exam Training

In this post we go over some overview of the changes regarding Microsoft Dynamics 365 CRM Exams and Examination Certification Training.

Microsoft Dynamics CRM Exam Training
Microsoft Dynamics CRM Exam Training
Details About New Dynamics CRM Exam Training Certification Requirements
Here at Dynamics Edge, a Microsoft Official Gold Certified Partner, we would like to tell you changes to Dynamics 365 CRM Examinations are in effect as of the new year of 2018. These changes already went into effect on Monday, January 1, 2018. For instance, the 2016 as well as the 2015 certifications towards the Certified Software Advisor / Online Services Advisor incentives as well as eligibility criterion no longer count. Also you should know that many of your certifications for Microsoft Dynamics CRM version 4.0, 2013, 2015, 2016 both On premise and Online will need to be updated to Dynamics 365 CRM certifications by recertifying on the new exams. So now you may find out a listing of what are the retiring Dynamics CRM exams here in this blog post!
You should also make a note that regarding the number of professionals that have to sit for the CRM exams, this was two before and now it is higher (five).
Microsoft Dynamics CRM Exams retiring on January 1, 2018 and Training for New Dynamics CRM Exams:
Area
Microsoft Dynamics CRM On-Premise and D365 On Premise
Exam ID
Configuration ​
Microsoft Dynamics CRM Customization and Configuration (2015)
MB2-707
Microsoft Dynamics CRM 2016 Customization and Configuration
MB2-712
Installation ​
Microsoft Dynamics CRM Installation (2015)
MB2-708
Microsoft Dynamics CRM 2016 Installation
MB2-711
Applications ​ ​ ​
Microsoft Dynamics CRM Application (2015)
MB2-704
Microsoft Dynamics CRM 2016 Customer Service
MB2-714
Microsoft Dynamics CRM 2016 Sales
MB2-713
Microsoft Dynamics Marketing (2016)
MB2-709
 
Area
Microsoft Dynamics CRM Online and D365 Online Plan 1
Exam ID
Configuration ​
Microsoft Dynamics CRM Customization and Configuration (2015)
MB2-707
Microsoft Dynamics CRM 2016 Customization and Configuration
MB2-712
Online Deployment ​
Microsoft Dynamics CRM Online Deployment (2016)
MB2-710
Microsoft Dynamics CRM Online Deployment (2015)
MB2-706
Applications ​ ​ ​
Microsoft Dynamics CRM Application (2015)
MB2-704
Microsoft Dynamics CRM 2016 Customer Service
MB2-714
Microsoft Dynamics CRM 2016 Sales
MB2-713
Microsoft Dynamics Marketing (2016)
MB2-709  
NEW DYNAMICS CRM EXAMS,  CERTIFICATION REQUIREMENTS, AND TRAINING COURSES:

MB2-716 Microsoft Exam: Dynamics 365 Customization and Configuration

Want to take Microsoft Exam MB2-716? You should check out the following class in order to help you be prepared for this exam : Course 816716: CRM Dynamics 365 – Customization and Configuration Training

Here are the test topics covered in this course (use this link for original source of the list of MB2-716 exam topics):

Configure Microsoft Dynamics 365 (20% – 25%)
Configure Microsoft Dynamics 365 settings
Configure auditing, document management, and collaboration; configure administration settings; perform data management tasks; perform user management; implement themes
Manage Microsoft Dynamics 365 security
Identify security roles, define permissions and privileges, configure access levels, configure security roles, assign security roles, implement multiple security roles, manage access, implement the standard security model and hierarchy security, configure business units, manage teams
Configure email services
Identify integration options, configure email server profiles and default organization email settings, enable server-side email synchronization, enable folder tracking, map exchange folders, set up and configure the CRM App for Outlook
Integrate Microsoft Dynamics 365 with other Office 365 offerings
Select the appropriate Office 365 group integration, create and configure Office 365 groups, integrate Microsoft Dynamics 365 and SharePoint, enable linking to OneNote files, set up and configure OneNote integration, configure OneDrive integration

Continue reading “MB2-716 Microsoft Exam: Dynamics 365 Customization and Configuration”

MB2-716: Dynamics 365 Customization and Configuration Exam

MB2-716 Exam Dynamics 365 Customization and Configuration Exam

www.dynamicsedge.com | (800) 453-5961

The Dynamics  365 Course:

Dynamics 365 – CRM 2016 Customization and Configuration

Dynamics 365 CRM Customization and Configuration with Visual Development MB2-716

Covers the material you need for the MB2-716 Exam.  This course covers the modules in courses 81059 and 81060.  Plan to join our class and start working on your Dynamics 365 Certification today!

This exam measures your ability to accomplish the technical tasks listed below. The percentages indicate the relative weight of each major topic area on the exam. The higher the percentage, the more questions you are likely to see on that content area on the exam.

Please note that the questions may test on, but will not be limited to, the topics described in the bulleted text.

Configure Microsoft Dynamics 365 (20%–25%)

1. Configure Microsoft Dynamics 365 settings

  • Configure auditing, document management, and collaboration
  • Configure administration settings
  • Perform data management tasks
  • Perform user management
  • Implement themes

 

2. Manage Microsoft Dynamics 365 security

  • Identify security roles
  • Define permissions and privileges
  • Configure access levels
  • Configure security roles
  • Assign security roles
  • Implement multiple security roles
  • Manage access
  • Implement the standard security model and hierarchy security
  • Configure business units
  • Manage teams

 

3. Configure email services

  • Identify integration options
  • Configure email server profiles and default organization email settings
  • Enable server-side email synchronization
  • Enable folder tracking
  • Map exchange folders

 

Set up and configure the CRM App for Outlook

 

4. Integrate Microsoft Dynamics 365 with other Office 365 offerings

  • Select the appropriate Office 365 group integration
  • Create and configure Office 365 groups
  • Integrate Microsoft Dynamics 365 and SharePoint
  • Enable linking to OneNote files
  • Set up and configure OneNote integration
  • Configure OneDrive integration

 

Implement Microsoft Dynamics 365 entities, entity relationships, and fields (20%–25%)

1. Manage Microsoft Dynamics 365 entities

  • Manage entity ownership
  • Manage entity properties
  • Configure system entities
  • Describe activity entities
  • Configure entity ownership and entity properties
  • Implement managed properties
  • Configure custom entities and security roles
  • Delete entities

 

2. Implement entity relationships

  • Define relationship types
  • Create relationships
  • Configure cascading rules
  • Identify types of cascading behavior
  • Work with hierarchical data
  • Configure entity mapping
  • Create connections and connection roles

 

3. Define and configure Microsoft Dynamics 365 fields

  • Identify field types
  • Define field naming requirements
  • Configure field properties and field display formats
  • Implement option sets and two option fields
  • Configure lookup fields and customer fields

 

4. Configure field customizations

  • Configure fields
  • Configure field properties
  • Use calculated fields
  • Use rollup fields

 

 

  • Configure global option sets
  • Create alternate keys
  • Configure field security and security roles
  • Use status and status reasons
  • Identify status reason transitions

 

Create and manage Microsoft Dynamics 365 solutions, forms, views, and visualizations (25%–30%)

1. Create and manage Microsoft Dynamics 365 solutions

  • Recommend usage patterns for Microsoft Dynamics 365 solutions
  • Identify solution components
  • Identify solution types
  • Create managed and unmanaged solutions
  • Configure publishers and versions
  • Manage multiple solutions
  • Import and export solutions

 

2. Customize Microsoft Dynamics 365 forms

  • Identify Microsoft Dynamics 365 form types
  • Build a form
  • Use specialized form components
  • Implement access teams and subgrids
  • Create editable grids
  • Work with navigation
  • Use multiple forms

 

3. Implement Microsoft Dynamics 365 views and visualizations

  • Identify view types
  • Create, modify, manage, and delete views
  • Customize views
  • Create system and personal charts
  • Identify chart types that can be combined
  • Use available series aggregation types
  • Customize charts
  • Import and export charts
  • Create dashboards and dashboard components
  • Customize dashboards
  • Control access to dashboards

 

4. Configure Microsoft Dynamics 365 for mobile devices

  • Deploy the mobile client
  • Identify available entities for the mobile client
  • Configure mobile navigation
  • Design mobile form layout
  • Create custom controls
  • Hide mobile form content
  • Create multiple forms
  • Create mobile views and activity lists

 

 

Implement business rules, workflows, and business process flows (20%–25%)

1. Implement and manage business rules

  • Determine when to use business rules
  • Describe business rule scopes
  • Identify actions that trigger business rules
  • Configure business rules, conditions, and actions

 

2. Implement and manage workflows, dialogs, and custom actions

  • Implement workflows
  • Identify workflow types
  • Implement dialogs and custom actions
  • Identify when to use business process flows, workflow dialogs, and custom actions

 

3. Implement and manage business process flows

  • Identify business flow components
  • Enable business process flows
  • Implement steps, stages, and categories
  • Implement flows that use multiple entities
  • Use conditional branching
  • Implement role-driven business process flows
  • Run workflows