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Exam
MB2-712

Microsoft Dynamics CRM

  • Published:
    January 22, 2016
  • Languages:
    English, Chinese (Simplified), French, German, Japanese, Spanish
  • Audiences:
    IT professionals
  • Technology:
    Microsoft Dynamics CRM
  • Credit toward certification:
    MCP

Microsoft Dynamics CRM 2016 Customization and Configuration

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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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Configure Microsoft Dynamics CRM (25%)
  • Configure Dynamics CRM settings
    • Configure auditing, document management, and collaboration; configure business units; perform user management; configure email; manage teams
  • Manage Dynamics CRM security
    • Understand security roles; define permissions and privileges; configure access levels; configure security roles; assign security roles; work with multiple security roles; manage access; manage security hierarchy
Manage and implement Microsoft Dynamics CRM entities, entity relationships, and fields (27%)
  • Manage Dynamics CRM entities
    • Manage entity ownership; manage entity properties; understand system and custom entities
  • Configure field customizations
    • Understand and configure fields; configure field properties; use calculated fields; use rollup fields; configure global option sets; create alternate keys; configure field-level security; understand status and status reasons
  • Implement entity relationships
    • Understand relationship types; understand cascading rules; work with hierarchical data; understand and configure entity mapping; create connections and connection roles
Create and manage Microsoft Dynamics CRM solutions, forms, views, and visualizations (24%)
  • Create and manage Dynamics CRM solutions
    • Understand solution components; identify solution types; create managed and unmanaged solutions; configure publishers and versions; work with multiple solutions; import and export solutions
  • Customize Dynamics CRM forms
    • Understand the form structure; build a form; use specialized form components; use access teams and sub-grids; work with navigation; understand form types; use multiple forms; implement form customizations and mobile clients
  • Implement Dynamics CRM views and visualizations
    • Understand view types; manage system, public, and personal views; create, modify, and delete views; customize views; customize charts; customize dashboards; use themes
Implement business rules, workflows, and business process flows (24%)
  • Implement and manage business rules
    • Understand when to use business rules; understand business rule scopes; understand how business rules are triggered; configure business rules, conditions, and actions
  • 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
  • Implement and manage business process flows
    • Understand business process flows; enable business process flows; work with steps, stages, and categories; work with multiple entities; use conditional branching; implement role-driven business process flows

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 MB2-712.

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

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Who should take this exam?

Individuals wishing to obtain a certification in Microsoft Dynamics CRM 2016 Customization and Configuration should take this exam. The primary audience configures and customizes Dynamics CRM by using the tools available in Dynamics CRM. This audience typically includes implementation consultants, technical support technicians, and system administrators. Candidates need a working knowledge of Dynamics CRM features and functionality, as well as a working knowledge of development, implementation, and data structures.

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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 topics listed in the "Skills measured" section.