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Dynamics CRM, Dynamics CRM Master

MB2: 707 – Microsoft Dynamics CRM Customization and Configuration


MB2-707I recently passed MB2:707 Microsoft Dynamics CRM 2015 Customization and Configuration certification. I thought to put together some preparation points for anyone planning to take the same exam.

Word of Caution: DO NOT follow any test dump as most of them aren’t of any use.

Prepare yourself around some of the following topics. I do not claim that these are sufficient to pass, nevertherless these are important.

1. Managed & Unmanaged Solutions

a. Merging Solution components

b. Solution component dependencies while installing or uninstalling managed/unmanaged solutions

c. Solution Publisher

2. Business Process Flows

a. Branching

b. Enabling Security roles

c. Multi-entity Business Process flow

d. Enabling Business Process flow for an entity

3. Business Rules

a. Components of Business Rule. Mandatory and Optional components

b. Scope of Business Rule

4. Entity Customization

a. Entity attributes that cannot be updated after entity is created

b.Entity attributes that cannot be disabled once enabled

c. Enabling entity for Tablets

d. Role based forms

e. System View customization

f. Personal Views sharing

g. Charts export/import and sharing

5. Dashboards

a. Components of a dashboard

b. Dashboard sharing

c. Setting default dashboard

Calculated and Rollup fields

a. What type of fields can be included in calculated and rollup fields

b. Frequency of rollup calculation

I haven’t been tested on questions around Plugins, Custom Workflow Activities & CRM SDK in general. Hope this helps!

 

 

 

About Dipankar Bhattacharya

Dipankar is a CITA-F, ITIL certified professional specializing Customer Relationship Management (CRM) and Cloud Computing. He is a certified Microsoft Dynamics CRM specialist and Architect and have been working in the field of CRM for enterprise customers across the globe.

Discussion

2 thoughts on “MB2: 707 – Microsoft Dynamics CRM Customization and Configuration

  1. Thanks for that Dipankar. I found that the CRM 2015 certification was very similar to the CRM 2013. With the exception of roll up and calculated fields, there was not much new to know. I learned that 1 topic and passed the exam. So, my advice is primarily to know CRM 2013, and you’ll get most of the way through the 2015 cert.

    Posted by David Mochrie | May 20, 2015, 4:43 PM

Trackbacks/Pingbacks

  1. Pingback: CRM 2015 – Tips on passing MB2-707 customization and config exam – Hosk's Dynamic CRM Blog - October 29, 2015

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