Exam MB2-712 Microsoft Dynamics CRM 2016 Customization and Configuration
Published: January 22, 2016
Languages: English, Chinese (Simplified), French, German, Japanese, Spanish
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.
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Configure Microsoft Dynamics CRM (25%)
Configure Dynamics CRM settings
Configure auditing, document management, and collaboration; configure business units; perform user management; configure email; manage teams
Manage Dynamics CRM security
Understand security roles; define permissions and privileges; configure access levels; configure security roles; assign security roles; work with multiple security roles; manage access; manage security hierarchy
Manage and implement Microsoft Dynamics CRM entities, entity relationships, and fields (27%)
Manage Dynamics CRM entities
Manage entity ownership; manage entity properties; understand system and custom entities
Configure field customizations
Understand and configure fields; configure field properties; use calculated fields; use rollup fields; configure global option sets; create alternate keys; configure field-level security; understand status and status reasons
Implement entity relationships
Understand relationship types; understand cascading rules; work with hierarchical data; understand and configure entity mapping; create connections and connection roles
Create and manage Microsoft Dynamics CRM solutions, forms, views, and visualizations (24%)
Create and manage Dynamics CRM solutions
Understand solution components; identify solution types; create managed and unmanaged solutions; configure publishers and versions; work with multiple solutions; import and export solutions
Customize Dynamics CRM forms
Understand the form structure; build a form; use specialized form components; use access teams and sub-grids; work with navigation; understand form types; use multiple forms; implement form customizations and mobile clients
Implement Dynamics CRM views and visualizations
Understand view types; manage system, public, and personal views; create, modify, and delete views; customize views; customize charts; customize dashboards; use themes
Implement business rules, workflows, and business process flows (24%)
Implement and manage business rules
Understand when to use business rules; understand business rule scopes; understand how business rules are triggered; 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
Understand business process flows; enable business process flows; work with steps, stages, and categories; work with multiple entities; use conditional branching; implement role-driven business process flows
You plan to create a field that will store email addresses.
You need to ensure that a user can send an email message by clicking the email address in the new field.
Which type of data should you use for the field?
B. Two Options
C. Single Line of Text
D. Option Set
You are creating a business rule for the account records. The business rule will perform an action if the record has Country set to the United States and City set to either Redmond or San Francisco.
You need to identify the minimum number of condition sets required to implement this logic.
What should you identify?
You have a Dynamics CRM organization. The organization does not use CRM for marketing.
You need to prevent Marketing from displaying on the Account form navigation.
What should you do?
A. Delete all of the items in the Marketing group.
B. Hide the Marketing group.
C. Minimize the Marketing group.
D. Delete the Marketing group.
You are modifying a Dynamics CRM form for a custom entity.
You need to identify which parts of the CRM form users can use to modify data.
Which two parts should you identify? Each correct answer presents a complete solution.
You need to model a relationship between the account entity and the contact entity to track the advisory board members of accounts.
You need to use connections to model the relationship between the account and contact entities.
What should you do?
A. Create a one-to-many (1:N) relationship between the account and contact entities, and then use two connection roles to represent each side of the new 1:N relationship.
B. Create a connection entity, and then use two connection roles to represent each entity in the relationship.
C. Use two connection roles to represent each side of the relationship.
D. Create a many-to many (N:N) relationship between the account and contact entities, and then use two connection roles to represent each side of the new N:N relationship.
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