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Microsoft Dynamics CRM 2016 Customization and Configuration Exam Certification Details:

Passing Score700 / 1000
Duration120 mins
Books / Training80729: Customization and Configuration in Microsoft Dynamics CRM 2016
Exam Price$165 (USD)
Exam NameMicrosoft Certified Professional (MCP) - Microsoft Dynamics CRM 2016
Schedule ExamPearson VUE
Sample QuestionsMicrosoft Dynamics CRM 2016 Customization and Configuration Sample Questions
Number of Questions40-60
Exam CodeMB2-712

Reference: https://www.microsoft.com/en-hk/learning/exam-MB2-712.aspx

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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:

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

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Microsoft MB2-712 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Manage and Implement Microsoft Dynamics CRM Entities, Entity Relationships, and Fields25%- Manage Dynamics CRM entities
  • 1. Understand system and custom entities
  • 2. Manage entity ownership
  • 3. Manage entity properties
- Implement entity relationships
  • 1. Work with hierarchical data
  • 2. Understand and configure entity mapping
  • 3. Understand relationship types
  • 4. Understand cascading rules
  • 5. Create connections and connection roles
- Configure field customizations
  • 1. Configure field-level security
  • 2. Use rollup fields
  • 3. Understand and configure fields
  • 4. Configure global option sets
  • 5. Understand status and status reasons
  • 6. Create alternate keys
  • 7. Configure field properties
  • 8. Use calculated fields
Topic 2: Configure Microsoft Dynamics CRM25%- Configure Dynamics CRM settings
  • 1. Manage teams
  • 2. Configure business units
  • 3. Configure email
  • 4. Configure auditing, document management, and collaboration
  • 5. Perform user management
- Manage Dynamics CRM security
  • 1. Configure security roles
  • 2. Configure access levels
  • 3. Manage access
  • 4. Assign security roles
  • 5. Define permissions and privileges
  • 6. Configure security hierarchy
  • 7. Work with multiple security roles
  • 8. Understand security roles
Topic 3: Implement Business Rules, Workflows, and Business Process Flows25%- Implement and manage workflows, dialogs, and custom actions
  • 1. Manage process execution
  • 2. Create and manage workflows
  • 3. Configure dialogs
  • 4. Implement custom actions
- Implement and manage business process flows
  • 1. Manage business process flow behavior
  • 2. Create business process flows
  • 3. Configure stages and steps
- Implement and manage business rules
  • 1. Understand when to use business rules
  • 2. Understand how business rules are triggered
  • 3. Understand business rule scopes
  • 4. Configure business rules, conditions, and actions
Topic 4: Create and Manage Microsoft Dynamics CRM Solutions, Forms, Views, and Visualizations25%- Customize Dynamics CRM forms
  • 1. Build a form
  • 2. Work with navigation
  • 3. Use specialized form components
  • 4. Understand the form structure
  • 5. Understand form types
  • 6. Implement form customizations and mobile clients
  • 7. Use multiple forms
  • 8. Use access teams and sub-grids
- Implement Dynamics CRM views and visualizations
  • 1. Manage system, public, and personal views
  • 2. Customize dashboards
  • 3. Understand view types
  • 4. Customize charts
  • 5. Customize views
  • 6. Create, modify, and delete views
  • 7. Use themes
- Create and manage Dynamics CRM solutions
  • 1. Configure publishers and versions
  • 2. Understand solution components
  • 3. Import and export solutions
  • 4. Work with multiple solutions
  • 5. Create managed and unmanaged solutions
  • 6. Identify solution types
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