Exam Code: MB2-707
Exam Name: Microsoft Dynamics CRM Customization and Configuration
Questions: 90 Q&As
Updated: 2019-02-08
Price: $ 49 / $ 69

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Technology: Microsoft Dynamics CRM

Credit toward certification: MCP

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

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