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MB2-712 - Microsoft Dynamics CRM 2016 Customization and Configuration

The MB2-712 exam is part of the CRM Core Certification. This exam measures your ability to work with Dynamics CRM 2016.

This certification exam is targeted for professional expert in Microsoft Dynamics CRM 2016 Customization and Configuration. The certification is for administrators, system engineers, and developers expert in configure and customize Dynamics CRM with one or more years of experience. This is a list of covered topics:

Implement, design and Customize Dynamics CRM forms and views
Field customizations
Entity relationships and Configuration
Impement and manage business process flows
Implement, design and manage business rules
Manage and Configure Dynamics CRM settings

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Microsoft MB2-712 Exam Syllabus Topics:

Topic	Details
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