MB2-707 Microsoft Dynamics CRM Customization and Configuration

MB2-707 Microsoft Dynamics CRM Customization and Configuration exam helps the professionals to achieve special certification which has been designed for the individuals that are a part of the field related to CRM. In this exam, the applicants have to learn related to the customization and configuration of the data.

MB2-707 Microsoft Dynamics CRM Customization and Configuration exam course outline is given as follows:

Manage solutions is the first topic which consists of Plan for customization, customization, extending and development; design appropriate customizations; identify documents in the Microsoft Dynamics CRM implementation guide, benefits of solutions, create solutions, export managed and unmanaged solutions, import solutions, work with multiple solutions, describe solution components, component dependencies; describe customization concepts for entities, fields, forms, views and charts; publish customizations.

The MB2-707 Microsoft Dynamics CRM Customization and Configuration exam second topic is called Manage security in which the applicants learn about Microsoft Dynamics CRM security features, identify privileges and access levels for security roles, describe security role interaction with business units, 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, permissions, add field permissions, assign field security profiles to users and teams, Enable entity-level auditing and enable field-level auditing.

Customize entities is the next topic which covers entity customization concepts; create custom entities; configure display names, plural names and schema names; configure entity ownership; create custom activity entities; set primary fields and collaboration options, fixed properties, data services options, Microsoft Outlook delete custom entities; identify dependencies.

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Manage relationships covers 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 as Assign, Share, Unshare, Re-Parent, Delete, relationships, map fields, manage connections and connection roles and work with relationship hierarchy visualization.

Customize forms cover the following characteristics that are to add subgrids; add social, activity and notes controls; add other components and controls; preview form customizations, create new forms, configure quick create forms are useful, specify form order, assign roles to forms, Microsoft Dynamics CRM for tablets, describe how forms are displayed to the user in the considerations when designing mobile forms.

Customize views cover objectives that are, view columns and view filtering; configure multi-entity search; differentiate between associated views; configure lookup views; configure quick find views, custom views, build queries, add fields to views, arrange fields, configure field properties, sort fields, set the default public view, share views, share views, identify entities for which hierarchical views are available and create hierarchical views.

Configure business process flows and business rules is he last topic which consists of differentiate between different types of processes; identify business process flow components including steps and stages, built-in business processes entities and spanning entities.

MB2-707 Microsoft Dynamics CRM Customization and Configuration helps the students to understand the learning abilities which will allow them to know more and gain more knowledge about the CRM which relates to the customization and configuration of the product.

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