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.


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


Security Overview

Security Model Detail


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



Calculated Fields

Rollup Fields

Alternate Keys

Option Sets

Field Security

Status and Status Reason Transitions


Hierarchical data


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






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



Business Process Flows

51 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


  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

  4. Hi Neil! Today i passed the exam. Thank you very much for your effort for sharing your revision guide to all. your guide was very valuable and helpful for my exam preparation…

    Liked by 1 person

  5. Hi Neil! Today i passed the exam. Thank you very much for your effort and for sharing your revision guide to all. your guide was very valuable and helpful for my exam preparation…

    Liked by 1 person

  6. Hi Neil,
    i passed this exam this morning and these blog posts helped me a lot as i had a very little time to study deeply the Microsoft materials.

    Thank you a lot, i’m in debt with you 😀

    Liked by 1 person

  7. I am new to MS Dynamics and have been considering taking this certification. When do you think would be an ideal time to take it? Should I gain more real time experience or can I practice everyday to learn these concepts?


    • Hi Jyothi

      Sorry for my slow response.

      This is hard to answer! Only you know when you are ready to take the exam.

      As a rule of thumb I would generally suggest someone has 6 months expereince with Dynamics before taking the MB2-716 exam. But this is not a hard and fast rule. I am sure you can study hard and pass the exam long before that!!



  8. Hello Neil, I’m in the process of working through you revision guide with the exam scheduled for next week. Unfortunately, I do not have access to DLP, would you recommend anywhere else for practice exams? I do not trust what I find by randomly searching. Thanks in advance.

    Liked by 1 person

    • Great comment Andrew, I created my posts for people who don’t have DLP access. DLP is great. Sorry but don’t know of a better resource. Some companies publish (for a cost) questions. I find the answers on these to be complete shite!!! I will never recommend those as they are no substitute for really learning the product ……


  9. Thank you so much for your notes. Together with hands-on experience, they were my main preparation source. Thanks to you today I passed. Wish you all the best 🙂

    Liked by 1 person

  10. Hi Neil, I wrote the exam yesterday but did not pass. There was a question about maximum allowable pixels in a field which is not explained in DLP course…searched the net and nothing. Would you have any insights?
    Thank you


  11. Hi Neil , I passed this exam today. I wanted to thank you for the detailed blog covering all objectives of the exam with practical demonstratation , highlighting the important facets and theoretical explanation. You have put down the content beautifuly and onus is given to understanding the core concept with practical implementation to reinforce the concept to make one exam ready. Appreciate your time and efforts to grow this community.

    One query as MB2-715 is slated to retire in june 2019. which exam should i take up next on the developer track ?

    Best Regards,
    Saurabh Desai


    • Thanks Sauarbh, great feedback. And well done.

      Short term I would still consider taking the 715 exam.

      After that, I am currently taking MB 200, MB 210 and MB 230. You could consider any (all) of those. But right now they are still classed as beta exams. So you might want to wait a few weeks!


  12. Hi Neil,

    I am a Dynamics 365 developer with 10 years of experience. Which exam should I consider taking?

    Do you suggest MB2-716 or 715. Considering these exams are going to retire.


  13. Hi Neil. I failed my exam the first time and I am using your notes now to prepare for the second exam. Any suggestions on how I should prepare better ?


  14. Hi Neil,

    Thanks a lot for this fabulous work. It helped me a lot to pass out the examination.

    I am a Dynamics CRM consultant, kindly let me know if we can work jointly on any project.

    I would be glad to work with you.

    Once again Thanks and keep writing such wonderful articles.

    Liked by 1 person

  15. Hi Neil,

    This Blog is very Nice. I Passed Exam with 940 Marks !. Thanks a Lot.

    I just wanted to how these exams bring Value to our career?

    Harsha Bhat


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