CRM Certifications

There are “just” six current certification you can gain in Microsoft Dynamics CRM. Here I describe each of them;

  1. MB2 704 – Microsoft Dynamics CRM Application
  2. MB2 705 – Managing Microsoft Dynamics Implementations
  3. MB2 706 – Microsoft Dynamic CRM Online Deployment
  4. MB2 707 – Microsoft Dynamics CRM Customization and Configuration
  5. MB2 708 – Microsoft Dynamics CRM installation
  6. MB2 709 – Microsoft Dynamics Marketing

All of the exams are multiple choice and current cost £99 (+ VAT).

They can be scheduled with PearsonVue via the Microsoft learning website.

You can sit all exams at a local test centre or now also online.

Note: The MB2 701 Exam, extending Microsoft Dynamics has not been released as a specific exam for CRM 2015.

MB2 704 – Microsoft Dynamics CRM Application

https://www.microsoft.com/en-gb/learning/exam-mb2-704.aspx

The Microsoft Dynamics CRM Applications certification is one exam all CRM professionals should consider taking, it covers the functionality of the CRM application. Including

  • Sales management concepts
  • Management of leads and opportunities
  • The sales process
  • Analysis and reporting of sales
  • Service Management
  • Manging service cases
  • Management of contracts and entitlements
  • Service scheduling
  • Analysis and reporting of service management

As you can probably see the scope of this certification is quite wide but it has a focus on sales and service within CRM. Notice that marketing is not covered.

MB2 705 – Managing Microsoft Dynamics Implementations

https://www.microsoft.com/en-gb/learning/exam-mb5-705.aspx

The managing Microsoft Dynamics Implementations exam covers the project management of Dynamics implementations. The skills measured include;

  • Explain projects and project management
  • Define Microsoft Dynamics Sure Step
  • Initiate a project and prepare for the diagnostic phase
  • Deliver decision accelerators
  • Generate a proposal and final licensing and service agreements
  • Describe project management disciplines
  • User waterfall delivery
  • Use agile delivery
  • Manage the deployment and operations phases

Note: This exam is generic to all CRM versions and is not specific to CRM2015.

MB2 706 – Microsoft Dynamic CRM Online Deployment

https://www.microsoft.com/en-gb/learning/exam-mb2-706.aspx?c=de

The Microsoft Dynamics CRM Online Deployment covers all aspects of deploying CRM 2015 in an on line environment. At least that is the theory! If you review the skills measured you will notice that it overlaps the MB2 708 exam in several areas and touches on subjects beyond simply deploying online.

This exam is useful for anyone who plan to deploy or upgrade CRM online solutions. The skills measured include;

  • Administering Microsoft Dynamics CRM
  • Administering Microsoft Dynamics CRM Online
  • Upgrade Microsoft Dynamics CRM and redeploy
  • Configure and manage emails
  • Install and deploy other client tools for Microsoft Dynamics CRM (includes Outlook client, mobile apps etc.)
  • Manage and troubleshoot a Microsoft Dynamics CRM deployment

MB2 707 – Microsoft Dynamics CRM Customization and Configuration

https://www.microsoft.com/en-gb/learning/exam-mb2-707.aspx

The Microsoft Dynamics CRM customization and configuration covers the abilities to enhance / extend CRM. This is an essential exam for anyone configuring or developing Microsoft Dynamics. The topics included cover;

  • Manage solutions
  • Manage security
  • Customise entities
  • Customise fields
  • Manage relationships
  • Customise forms
  • Customise views
  • Customise charts and dashboards
  • Configure business process flows and business rules

MB2 708 – Microsoft Dynamics CRM installation

https://www.microsoft.com/en-gb/learning/exam-mb2-708.aspx

The Microsoft Dynamics CRM installation certification covers, as the name suggests, everything connected with installing (and upgrading) CRM. Skills measured include;

  • Install and configure Microsoft Dynamics CRM
  • Configure and manage Microsoft Dynamics CRM
  • Maintain and extend Microsoft Dynamics CRM deployments

MB2 709 – Microsoft Dynamics Marketing

https://www.microsoft.com/en-gb/learning/exam-mb2-709.aspx

The Microsoft Dynamics Marketing exam covers all aspects of Microsoft Dynamics Marketing (MDM). The skills measured include;

  • Apply integrated marketing management (IMM) solution concepts
  • Setup and configure the application
  • Create, track and measure multichannel marketing communication
  • Generate and manage marketing leads
  • Automate marketing campaigns
  • Measure marketing performance and results
  • Manage marketing projects
  • Manage marketing finance
  • Integrate Microsoft Dynamics Marketing with CRM

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