A collection of posts that should help anyone preparing for the MB2-713 certification.

As I continue my revision for the MB2-713 certification (Microsoft Dynamics CRM 2016 Sales) I am completing blog posts on each topic I revise. This post is about PowerBI. PowerBI is used to transform data into “rich visuals”. What this means is it a powerful graphical reporting tool that can greatly extend the standard reporting…

This post is the next in my series concerning my revision for the MB2-713 certification (Microsoft Dynamics CRM 2016 Sales), this time I will continue to look at integration by covering Office 365 Groups. The next piece in the team collaboration jigsaw is Office 365 Groups. (I have already covered other connected topics such as…

MB2-713 Certification (Microsoft Dynamics CRM 2016 Sales), in this post I’ll cover the revision I’ve completed regarding Yammer integration. Yammer is one element of a set of features supporting team collaboration in CRM. I’ve already covered SharePoint, OneNote and Skype. One advantage of Yammer is that posts and notifications from CRM users may get a…

This is the next post in my collection regarding revision for the MB2-713 certification (Microsoft Dynamics CRM 2016 Sales). I am busy revising for this exam now and as I do so I’m publishing blog posts covering all aspects of that revision. In this post I’m going to cover the subject of OneNote integration. I guess…

As I revise for the MB2-713 certification (Microsoft Dynamics CRM 2016 Sales) I’m completing blog posts covering all aspects of my revision, this time I’m going to look at Skype integration. (A nice simple option! J) Out of the box Skype and Skype for Business integration is possible. This integration essentially gives two features, firstly…

MB2-713 Certification (Microsoft Dynamics CRM 2016 Sales) includes a significant requirement to review integration options with CRM. As I prepare for the exam I am posting my revision notes on my blog, this time I will be looking at SharePoint integration. The skills measured includes the following statement; Configure collaboration Configure Microsoft SharePoint integration; set…

In this post I will continue my “exciting” series connected with the MB2-713 certification (Microsoft Dynamics CRM 2016 Sales). As I prepare for the MB2-713 exam I am publishing posts covering all the information I revise. In this post I will review email client integration. Let’s start by reminding ourselves of the skills measured statement, the statement I…

In this post I will continue my series connected with the MB2-713 certification (Microsoft Dynamics CRM 2016 Sales). As I revise for the MB2-713 exam I am publishing posts regarding the subjects I cover. A good portion of this exam looks at integration with other products, in this post I will therefore consider email integration.…

For the MB2-713 Certification (Microsoft Dynamics CRM 2016 Sales) you will need to have an understanding of dashboards, in this post I will cover the main concepts that must be learnt whilst studying for MB2-713. Dashboards are personalized pages. Just like your car dashboard they provide a snapshot of key information in an easy to…

MB2-713 Certification (Microsoft Dynamics CRM 2016 Sales) – Sales Analysis (Charts) This post is the next in my series covering revision topics for the MB2-713 certification. This time I will look at charts, Microsoft Dynamics CRM has several out of the box charts to help with sales analysis. It is also possible for general users…

This post is the next in my series regarding the MB2-713 certification (Microsoft Dynamics CRM 2016 Sales), this time I am going to look at how Word interacts with Dynamics CRM. As with Excel we can now use Microsoft Word templates with CRM 2016. The simplest way to describe word templates was to show a…