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Exam
MB2-707

Microsoft Dynamics CRM

  • Published:
    January 22, 2015
  • Languages:
    English, Chinese (Simplified), Japanese
  • Audiences:
    IT professionals
  • Technology:
    Microsoft Dynamics CRM
  • Credit toward certification:
    MCP

Microsoft Dynamics CRM Customization and Configuration

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video

Introduction to Microsoft Dynamics CRM 2013

Skills measured

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. View video tutorials about the variety of question types on Microsoft exams.

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

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Manage solutions (10–15%)
  • Plan for customization
    • Define xRM; differentiate configuration, customization, extending, and development; design appropriate customizations; identify documents in the Microsoft Dynamics CRM implementation guide
  • Manage solutions
    • Understand business requirements, understand the benefits of solutions, create solutions, export managed and unmanaged solutions, import solutions, describe default solution, specify a publisher, work with multiple solutions, describe solution components
  • Manage customizations
    • Describe component dependencies; describe customization concepts for entities, fields, forms, views, and charts; publish customizations
Manage security (10–15%)
  • Understand security concepts
    • Describe business units, describe Microsoft Dynamics CRM security features, identify privileges and access levels for security roles, describe security role interaction with business units
  • Manage access
    • Create and maintain users, create owner teams, describe owner teams and sharing, manage security roles for users and teams, differentiate owner teams and access teams, create access team templates, add access team subgrids to forms
  • Work with field-level security
    • Identify entities for which field-level security is available, create field security profiles, define field permissions, add field permissions, assign field security profiles to users and teams
  • Manage auditing
    • Enable entity-level auditing, enable field-level auditing
Customize entities (10–15%)
  • Create custom entities
    • Describe entity customization concepts; create custom entities; configure display names, plural names, and schema names; configure entity ownership; create custom activity entities; set primary fields
  • Manage custom entities
    • Configure entity properties including display areas, communication and collaboration options, fixed properties, data services options, Microsoft Outlook options, mobile options; modify custom entities; delete custom entities; identify dependencies
Customize fields (10–15%)
  • Create and maintain fields
    • Describe field customization concepts, create fields, describe ways new fields can be created, delete custom fields
  • Configure field properties
    • Identify field data types; identify field display formats; configure the requirement level field property; configure searchable, audit, and field security field properties; identify properties that can be changed for existing fields
  • Manage special fields
    • Configure local and global option sets, configure status and status reason fields, describe dependencies, create calculated fields, describe the purpose of rollup fields, create rollup fields
Manage relationships (10–15%)
  • Describe entity relationships
    • Identify different relationship types; describe one-to-many, many-to-many, and manual many-to-many relationships; describe special many-to-many relationships such as marketing list members, queue items, and follows; identify supported and unsupported relationships; identify cascading behaviors such as Assign, Share, Unshare, Re-Parent, Delete
  • Manage entity relationships
    • Create entity relationships, map fields, manage connections and connection roles, work with relationship hierarchy visualization
Customize forms (10–15%)
  • Understand form customizations
    • Describe tab and section structure; add form fields; add subgrids; add social, activity, and notes controls; add other components and controls; preview form customizations
  • Create and edit forms
    • Copy existing forms or create new forms, configure quick create forms, create nested quick create forms, create quick view forms
  • Manage multiple forms
    • Identify scenarios where multiple forms are useful, specify form order, assign roles to forms
  • Manage mobile forms
    • Describe mobile forms for Microsoft Dynamics CRM for tablets, describe how forms are displayed to the user in the Microsoft Dynamics CRM for tablets app, describe considerations when designing mobile forms
Customize views (10–15%)
  • Work with system views
    • Differentiate between system, public, and personal views; describe view columns and view filtering; configure multi-entity search; differentiate between multi-entity, advanced find, and quick find search; identify associated views; configure lookup views; configure quick find views
  • Create and configure custom views
    • Copy existing views, create custom views, build queries, add fields to views, arrange fields, configure field properties, sort fields, set the default public view, share views, disable views, delete views
  • Manage custom views
    • Set the default public view, share views, identify entities for which hierarchical views are available, create hierarchical views
Customize charts and dashboards (5–10%)
  • Understand chart concepts
    • Identify design considerations for charts, differentiate between personal and system charts, identify limitations of the chart designer tools in the user interface
  • Create and configure charts
    • Create system charts and personal charts, describe chart types and options, add series and categories, choose chart views for chart preview, identify fields available for use in charts, include fields from parent entities in charts
  • Reuse charts
    • Export and import charts, identify steps to update chart XML, convert personal charts to system charts, convert system charts to personal charts
  • Create, configure, and manage dashboards
    • Differentiate between personal and system dashboards, configure dashboard components, create lists (views), display charts on dashboards, manage security roles for dashboards
Configure business process flows and business rules (10–15%)
  • Understand business process flow concepts
    • Describe the purpose of business process flows; differentiate between different types of processes; identify business process flow components including steps and stages, built-in business processes, custom business processes, entities that participate in business processes, and spanning entities
  • Create and manage business process flows
    • Create business process flows, define stages and steps, describe role-based business processes, describe branching logic for guided processes, describe use cases for the client API for business process flows
  • Create and manage business rules
    • Identify use cases for business rules; differentiate between client-side and server-side logic; create business rules; configure business rule conditions; apply AND/OR, IF…ELSE, IF….THEN logic in business rules; identify business rule actions; enable business rules for forms

Preparation options

Self-paced training

Online learning through the Microsoft Dynamics Learning Portal (DLP) is available to Microsoft Dynamics Partners who have purchased a training pack. If you haven’t purchased a training pack, sign in to PartnerSource and view the training pack details page. Find out how to gain access to the DLP site.

This DLP course covers content for Exam MB2-707.

80665: Customization and Configuration in Microsoft Dynamics CRM Online and On Premise

This course describes the techniques required to customize Microsoft Dynamics CRM to meet the specialized needs of businesses. The topics covered include security, creation and configuration of entities, design of forms views and charts, auditing, and solutions. The course describes how each topic relates to the other topics to produce a fully configured, effective solution.

Customers on a service plan can access online learning from CustomerSource. Please contact mlxsupp@microsoft.com if you have questions.

From the community

Microsoft Dynamics CRM Team Blog

Follow @MSLearning

Who should take this exam?

This exam is intended for individuals who plan to customize and configure Microsoft Dynamics CRM 2015. This audience typically includes implementation consultants, technical support, and system administrators.

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Note

This preparation guide is subject to change at any time without prior notice and at the sole discretion of Microsoft. Microsoft exams might include adaptive testing technology and simulation items. Microsoft does not identify the format in which exams are presented. Please use this preparation guide to prepare for the exam, regardless of its format. To help you prepare for this exam, Microsoft recommends that you have hands-on experience with the product and that you use the specified training resources. These training resources do not necessarily cover all of the topics listed in the "Skills measured" section.