Exam MB2-707 Microsoft Dynamics CRM Customization and Configuration
Published: January 22, 2015
Languages: English, Chinese (Simplified), Japanese
Audiences: IT professionals
Technology: Microsoft Dynamics CRM
Credit toward certification: Specialist
This exam measures your ability to accomplish the technical tasks listed below. The percentages indicate the relative weight of each major topic area on the exam. The higher the percentage, the more questions you are likely to see on that content area on the exam. View video tutorials about the variety of question types on Microsoft exams.
Please note that the questions may test on, but will not be limited to, the topics described in the bulleted text.
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Manage solutions (10–15%)
Plan for customization
Define xRM; differentiate configuration, customization, extending, and development; design appropriate customizations; identify documents in the Microsoft Dynamics CRM implementation guide
Understand business requirements, understand the benefits of solutions, create solutions, export managed and unmanaged solutions, import solutions, describe default solution, specify a publisher, work with multiple solutions, describe solution components
Describe component dependencies; describe customization concepts for entities, fields, forms, views, and charts; publish customizations
Manage security (10–15%)
Understand security concepts
Describe business units, describe Microsoft Dynamics CRM security features, identify privileges and access levels for security roles, describe security role interaction with business units
Create and maintain users, create owner teams, describe owner teams and sharing, manage security roles for users and teams, differentiate owner teams and access teams, create access team templates, add access team subgrids to forms
Work with field-level security
Identify entities for which field-level security is available, create field security profiles, define field permissions, add field permissions, assign field security profiles to users and teams
Enable entity-level auditing, enable field-level auditing
Customize entities (10–15%)
Create custom entities
Describe entity customization concepts; create custom entities; configure display names, plural names, and schema names; configure entity ownership; create custom activity entities; set primary fields
Manage custom entities
Configure entity properties including display areas, communication and collaboration options, fixed properties, data services options, Microsoft Outlook options, mobile options; modify custom entities; delete custom entities; identify dependencies
Customize fields (10–15%)
Create and maintain fields
Describe field customization concepts, create fields, describe ways new fields can be created, delete custom fields
Configure field properties
Identify field data types; identify field display formats; configure the requirement level field property; configure searchable, audit, and field security field properties; identify properties that can be changed for existing fields
Manage special fields
Configure local and global option sets, configure status and status reason fields, describe dependencies, create calculated fields, describe the purpose of rollup fields, create rollup fields
Manage relationships (10–15%)
Describe entity relationships
Identify different relationship types; describe one-to-many, many-to-many, and manual many-to-many relationships; describe special many-to-many relationships such as marketing list members, queue items, and follows; identify supported and unsupported relationships; identify cascading behaviors such as Assign, Share, Unshare, Re-Parent, Delete
Manage entity relationships
Create entity relationships, map fields, manage connections and connection roles, work with relationship hierarchy visualization
Customize forms (10–15%)
Understand form customizations
Describe tab and section structure; add form fields; add subgrids; add social, activity, and notes controls; add other components and controls; preview form customizations
Create and edit forms
Copy existing forms or create new forms, configure quick create forms, create nested quick create forms, create quick view forms
Manage multiple forms
Identify scenarios where multiple forms are useful, specify form order, assign roles to forms
Manage mobile forms
Describe mobile forms for Microsoft Dynamics CRM for tablets, describe how forms are displayed to the user in the Microsoft Dynamics CRM for tablets app, describe considerations when designing mobile forms
Customize views (10–15%)
Work with system views
Differentiate between system, public, and personal views; describe view columns and view filtering; configure multi-entity search; differentiate between multi-entity, advanced find, and quick find search; identify associated views; configure lookup views; configure quick find views
Create and configure custom views
Copy existing views, create custom views, build queries, add fields to views, arrange fields, configure field properties, sort fields, set the default public view, share views, disable views, delete views
Manage custom views
Set the default public view, share views, identify entities for which hierarchical views are available, create hierarchical views
Customize charts and dashboards (5–10%)
Understand chart concepts
Identify design considerations for charts, differentiate between personal and system charts, identify limitations of the chart designer tools in the user interface
Create and configure charts
Create system charts and personal charts, describe chart types and options, add series and categories, choose chart views for chart preview, identify fields available for use in charts, include fields from parent entities in charts
Export and import charts, identify steps to update chart XML, convert personal charts to system charts, convert system charts to personal charts
Create, configure, and manage dashboards
Differentiate between personal and system dashboards, configure dashboard components, create lists (views), display charts on dashboards, manage security roles for dashboards
Configure business process flows and business rules (10–15%)
Understand business process flow concepts
Describe the purpose of business process flows; differentiate between different types of processes; identify business process flow components including steps and stages, built-in business processes, custom business processes, entities that participate in business processes, and spanning entities
Create and manage business process flows
Create business process flows, define stages and steps, describe role-based business processes, describe branching logic for guided processes, describe use cases for the client API for business process flows
Create and manage business rules
Identify use cases for business rules; differentiate between client-side and server-side logic; create business rules; configure business rule conditions; apply AND/OR, IF…ELSE, IF….THEN logic in business rules; identify business rule actions; enable business rules for forms
On the Account record in Microsoft Dynamics CRM, you create business rules that update the Credit Limit based on the Relationship Type option set.
After which two user actions do these business rules apply? Each correct answer presents a complete solution. Choose two.
A. Saving an Account
B. Changing a Relationship Type on an existing Account
C. Adding a Relationship Type to a new Account
D. Deleting an Account
You need a component that can combine form controls together with the possibility to expand and collapse them.
Which component should you choose?
C. Quick View form
You create two entities, Event and Booking, in Microsoft Dynamics CRM.
The Booking entity references the Event entity with an Event lookup attribute in the
Booking entity. This Event lookup attribute is used on the Booking form as lookup control.
You want to delete the Event entity.
What should you do first?
A. Delete the Event entity; all references are deleted automatically.
B. Remove the lookup attribute in the Booking entity.
C. Remove the lookup control on the Booking form.
D. Remove the relationship between Event and Booking.
You want to show values from a related entity in a form in Microsoft Dynamics CRM.
Which two components can you use to display values in a sub-grid? Each correct answer presents a complete solution. Choose two.
You want to reduce the amount of data stored in auditing in Microsoft Dynamics CRM.
Your Dynamics CRM environment has multiple audit logs. You need to delete at least one audit log.
What should you do?
A. Select the most recent audit log, and click delete.
B. Create a bulk delete job, and select the audit entity.
C. Select the oldest audit log, and click delete.
D. Select multiple audit logs, and click delete.
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