MB2-716 Certification: (Microsoft Dynamics 365 Customization and Configuration) – Revision Guide

I have been completing a series of posts to help people prepare for the MB2-716 certification (Microsoft Dynamics 365 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 MB2-716 exam.

The MB2-716 certification is not easy to study for. At least in my opinion! The reason being the scope of the exam. Dynamics 365 is a large product and therefore customizing it is a big topic. But a fun topic and one you will really enjoy learning about.

Introduction

Configure Microsoft Dynamics 365

  • Configure Microsoft Dynamics 365 settings
    • Configure auditing, document management, and collaboration; configure administration settings; perform data management tasks; perform user management; implement themes
  • Manage Microsoft Dynamics 365 security
    • Identify security roles, define permissions and privileges, configure access levels, configure security roles, assign security roles, implement multiple security roles, manage access, implement the standard security model and hierarchy security, configure business units, manage teams
  • Configure email services
    • Identify integration options, configure email server profiles and default organization email settings, enable server-side email synchronization, enable folder tracking, map exchange folders, set up and configure the CRM App for Outlook
  • Integrate Microsoft Dynamics 365 with other Office 365 offerings
    • Select the appropriate Office 365 group integration, create and configure Office 365 groups, integrate Microsoft Dynamics 365 and SharePoint, enable linking to OneNote files, set up and configure OneNote integration, configure OneDrive integration

Revision Guides

Configure Settings – Administration Settings

Configure Settings – Business Management

Configure Auditing

Document Management

Data Management

Collaboration

Security Overview

Security Model Detail

Themes

Configure Email Services

Configure Email Clients

Implement Microsoft Dynamics 365 entities, entity relationships, and fields

  • Manage Microsoft Dynamics 365 entities
    • Manage entity ownership, manage entity properties, configure system entities, describe activity entities, configure entity ownership and entity properties, implement managed properties, configure custom entities and security roles, delete entities
  • Implement entity relationships
    • Define relationship types, create relationships, configure cascading rules, identify types of cascading behaviour, work with hierarchical data, configure entity mapping, create connections and connection roles
  • Define and configure Microsoft Dynamics 365 fields
    • Identify field types, define field naming requirements, configure field properties and field display formats, implement option sets and two option fields, configure lookup fields and customer fields
  • Configure field customizations
    • Configure fields, configure field properties, use calculated fields, use rollup fields, configure global option sets, create alternate keys, configure field security and security roles, use status and status reasons, identify status reason transitions

Revision Guides

Entities

Fields

Calculated Fields

Rollup Fields

Alternate Keys

Option Sets

Field Security

Status and Status Reason Transitions

Relationships

Hierarchical data

Connections

Entity Mapping


Create and manage Microsoft Dynamics 365 solutions, forms, views, and visualizations

  • Create and manage Microsoft Dynamics 365 solutions
    • Recommend usage patterns for Microsoft Dynamics 365 solutions, identify solution components, identify solution types, create managed and unmanaged solutions, configure publishers and versions, manage multiple solutions, import and export solutions
  • Customize Microsoft Dynamics 365 forms
    • Identify Microsoft Dynamics 365 form types, build a form, use specialized form components, implement access teams and subgrids, create editable grids, work with navigation, use multiple forms
  • Implement Microsoft Dynamics 365 views and visualizations
    • Identify view types; create, modify, manage, and delete views; customize views; create system and personal charts; identify chart types that can be combined; use available series aggregation types; customize charts; import and export charts; create dashboards and dashboard components; customize dashboards; control access to dashboards
  • Configure Microsoft Dynamics 365 for mobile devices
    • Deploy the mobile client, identify available entities for the mobile client, configure mobile navigation, design mobile form layout, create custom controls, hide mobile form content, create multiple forms, create mobile views and activity lists

Revision Guides

Solutions

Forms

Views

Charts

Dashboards

Mobile Forms, Views & Dashboards

Mobile Form Customizations

Implement business rules, workflows, and business process flows

  • Implement and manage business rules
    • Determine when to use business rules; describe business rule scopes; identify actions that trigger business rules; 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
    • Identify business flow components; enable business process flows; implement steps, stages, and categories; implement flows that use multiple entities; use conditional branching; implement role-driven business process flows; run workflows

Revision Guides

Business Rules

Workflows

Dialogs

Business Process Flows

14 thoughts on “MB2-716 Certification: (Microsoft Dynamics 365 Customization and Configuration) – Revision Guide

  1. Pingback: MB2-715 Certification: (Microsoft Dynamics 365 Customer Engagement Online Deployment) – Deployment Planning | Microsoft Dynamics 365 and Unified Service Desk

  2. I cleared this exam, my first MS cert. Your revision notes were really helpful. Thanks for your posts. Which is the next CRM certification you suggest. I am a CRM implementation manager with 3 years MS dynamics experience.

    Liked by 1 person

    • Well done and thanks.

      MB2-715 (on line deployment) might be a logical next step. Partly I think this because you are an implementation manager but also because have 716 and 715 will give you mcsa qualification

      Like

  3. Thanks a lot Neil for taking your time to prepare these explanatory documents. This really helps when doing the exam, more than that it helps to find the small things that we do not worry too much about. Although it aligns with the exam, content is very rich and helps you in your day to day work as well.

    Thanks again.

    Liked by 1 person

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