NEIL PARKHURST

I have been publishing posts aimed at helping people prepare for the MB2-710 certification. (Microsoft Dynamics CRM 2016 Online Deployment.)

Here I will provide a collection of these posts aligned to the skills measured. My intention being that collectively these posts will provide a complete revision guide.

Good luck with the exam and please let me know if these notes are useful.

Revision Notes (Introduction)

• Introduction to MB2-710

Implement a Microsoft Dynamics CRM Online deployment

• Access Microsoft Dynamics CRM Online
• Describe methods for accessing Microsoft Dynamics CRM Online; identify supported browsers; identify supported phone operating systems; describe requirements for Dynamics CRM for tablets; identify supported web browsers; identify user subscription license types; describe subscription add-ons

• Plan a deployment
• Identify the storage requirements; plan security; determine the number of instances and licenses that are required; identify implications of implementing single sign-on

• Import data
• Compare the methods for importing data; import data by using the Import Data Wizard; identify limitations of import processes

• Customize Microsoft Dynamics CRM Online
• Create new fields; modify values for option sets; modify entity forms; create new entities and reports; modify views and dashboard.

Revision Notes

• Accessing and Licensing
• Plan a deployment
• Import data
• Customize Microsoft Dynamics CRM Online

Configure Microsoft Dynamics CRM Online

• Configure subscriptions
• Identify methods to sign-up for a subscription; identify subscription requirements; describe the subscription cancellation process; describe the methods for purchasing add-ons
• Manage users
• Identify the methods to add users to Dynamics CRM Online; assign Microsoft Dynamics CRM Online licenses to users; assign security roles; enable and disable users; describe non-interactive users; mark a user as non-interactive; identify administrative roles
  • Synchronize user accounts
  • Compare Dynamics CRM Online accounts with company accounts; describe user synchronization; identify the steps to synchronize Active Directory with Office 365; describe Active Directory Federation Services

Revision Notes

• Configure Subscriptions
• Manage Users
• Synchronize User Accounts
• Office 365 Admin Roles

Manage Microsoft Dynamics CRM Online

• Administer Microsoft Dynamics CRM Online instances
• Define instances; describe the relationship between instances subscriptions, tenants and security groups; describe instance types; set instance properties; switch an instance; reset an instance; place an instance in administrative mode; delete an instance; describe methods to copy an instance; create a copy of an instance

• Describe tenant considerations
• Identify limitations on the number and type of instances per tenant; configure the region for a tenant; describe limitation and requirements for multiple tenants

• Manage storage and administrative notifications
• Identify the storage limit for a subscription; describe the implications of reaching the storage limit; view resources used; identify requirements and limitations for sending administrative notifications

• Describe the Microsoft Dynamics CRM Online update policy
• Identify the frequency of updates; describe the update process; determine the version of Microsoft Dynamics CRM Online; skip updates; approve updates; determine what updates are available; reschedule an update

Revision Notes

• Administer Instances
• Manage Storage
• Email Notifications
• CRM Online Updates

Manage related services

• Describe related services
• Identify related online services; integrate Microsoft Social Engagement with Microsoft Dynamics CRM Online; manage campaigns with Microsoft Dynamics Marketing

• Integrate Yammer and SharePoint Online
• Describe Yammer and SharePoint Online; identify SharePoint Online integration types; describe the integration process

• Integrate OneNote, Skype, Skype for Business, Office 365 Groups, and OneDrive for Business
• Compare Dynamics CRM Notes and OneNote; identify storage location for OneNote notebooks; configure OneNote integration; integrate Skype and Skype for Business; identify limitations for Skype and Skype for Business; describe Office 365 Groups; identify requirements for Office 365 Groups; integrate Office 365 Groups with Microsoft Dynamics CRM Online

Revision Notes

• Manage Related Services

Manage mobile device apps

• Install and use mobile device apps
• Identify the mobile apps for phones and tablets; describe requirements for mobile apps; identify supported mobile device hardware and software; install mobile apps; configure security privileges; describe restrictions for working offline; create draft records

• Configure entities for mobile
• Identify entity types that can be accessed from mobile apps; hide form components; enable dashboards for mobile apps

Revision Notes

• Manage mobile device apps

Implement Microsoft Dynamics CRM for Microsoft Office Outlook

• Deploy Dynamics CRM for Outlook
• Identify supported operating systems; describe required software components; compare Dynamics CRM for Outlook versions; identify deployment methods; configure Dynamics CRM for Outlook; configure multiple organizations

• Configure offline capabilities
• Describe offline capabilities; identify fields that can be synchronized; describe limitations for synchronized fields; configure synchronized fields

Revision Notes

• Outlook

Manage email

• Select an email processing option
• Identify email processing options; describe the advantages of each email processing option; identify limitations and requirements for each email processing option

• Track and correlate email
• Compare email tracking with email correlation; describe user options for automatic tracking; describe correlation options; identify limitations of folder-level tracking; configure folder-level tracking for Exchange folders

• Manage mailbox records and email
• Describe synchronization methods for incoming and outgoing email; configure the default synchronization method for users and queues; describe mailbox records; configure approval for email addresses

Revision Notes

• Email Processing
• Track and Correlate Email
• Manage mailbox records and email

Manage server-side synchronization

• Configure server-side synchronization
• Describe server-side synchronization; identify server-side synchronization features and supported configurations; set the email processing method; configure mailbox records

• Set up a forwarding mailbox
• Describe mailbox forwarding; create a forward mailbox record; add email forwarding rules for users; add mailbox records to server profile; enable mailboxes; test email configuration; describe synchronization alerts; view the Performance Dashboard

Revision Notes

• Configure Server-Side Synchronization
• Forwarding Mailboxes