I have been completing a series of posts to help people prepare for the MB2-712 certification (Microsoft Dynamics CRM 2016 Customization and Configuration). Here is a collection of links to all of those posts. I hope these might serve as a useful revision aid for the MB2-712 exam.
The MB2-712 certification is not easy to study for. At least in my opinion! The reason being the scope of the exam. CRM 2016 is a large product and therefore customizing it is a big topic. But a fun topic and one you will really enjoy learning about.
Revision Notes (Introduction)
Introduction / Overview to MB2-712 Exam
Configure Microsoft Dynamics CRM
-
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
Revision Notes
Manage and implement Microsoft Dynamics CRM entities, entity relationships and fields
-
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
Revision Notes
- Entities
- Fields
- Calculated Fields
- Rollup Fields
- Option Sets
- Alternate Keys
- Field-level Security
- Status and Status Reasons
- Relationships
- Hierarchical Relationships
- Connections
Create and manage Microsoft Dynamics CRM solutions, forms, views and visualisations
-
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
Revision Notes
Implement business rules, workflows and business process flows
-
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
Revision Notes
Enjoy.
J
NEIL PARKHURST 
Leave a comment