MB2-716 (Microsoft Dynamics 365 Customization and Configuration) – Introduction

This is the first post in a series explaining the details of the MB2-716 certification. MB2-716 was released around Feb 2017 and is the latest version of Microsoft’s Customization and Configuration exam. I have blogged in detail about the previous exam, MB2-712. During this series I will update all of my earlier posts and add in any new details specific to MB2-716.

I will try to make these posts detailed enough for the CRM Dynamics 365 novice to gain the required knowledge whilst still informative enough for experts to use these posts as revision guides. In fact the process of creating these posts will be my revision for this exam, meaning I will be going on the same journey as you!

The customization and configuration certification seems to be one that developers tend to target, however the exam is also a useful learning objective for CRM Functional Consultants and Business Analysts. A Business Analyst might not routinely customize Dynamics 365 but having a deep understanding of the products capabilities will do doubt enhance their capabilities.

First of all a word of warning for anyone about to embark on preparing for this exam!

The Customization and Configuration exam is big! By this I mean its scope is wide, the result of which is you’ll need to take in quite a bit of knowledge. But “Don’t Panic”. As learning about Dynamics 365 is rewarding and you’ll enjoy the process.

I have two key tips for anyone preparing for these types of Microsoft exam;

  1. Allow yourself plenty of time. It is not a race! Give your yourself plenty of time to learn the subject deeply before attempting the exam. The exact amount of time required will vary depending on your experience but a few hours or days is unlikely to be enough.

  2. Do not depend on theory alone. You should read as much theory as possible but this is no substitute for hands-on time working with the product. If you want to learn how to customize a system view, understanding how this is done and any limitations is best done by creating some views!

My third nugget of “wisdom” is to keep returning to the skills measured statement. Your preparation needs to be very focused to ensure you don’t’ “waste” time researching subjects not covered. I often start my exam prep by printing off the skills measured and highlighting all of the topics I know I need to focus on. These might be new features I haven’t used or areas of the product I haven’t touched for a while.

So let’s begin by reviewing the skills measured, they’re split into four sections.

  • Configuring Microsoft Dynamics 365
  • Implementing Microsoft Dynamics 365 entities, entity relationships and fields
  • Create and manage Microsoft Dynamics 365 solutions, forms, views and visualizations
  • Implement business rules, workflows and business process flows

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

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 behavior, 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

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

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

Microsoft provide free 30 day trial instances of Dynamics 365, so at this point your first step should probably be to create a trial instance ready to begin. You can do that here. Good luck.

13 thoughts on “MB2-716 (Microsoft Dynamics 365 Customization and Configuration) – Introduction

      • Thankyou sir. Approx what time is the best to give the exam? I have watched “81059AE-Customization in Microsoft Dynamics 365 for Sales and Customer Service” and “81060AE-Configuration in Microsoft Dynamics 365 for Sales and Customer Service”. What else do I need to revise ?

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      • This is a very question to answer, as everyone is different. If you are experiences with Dynamics 365 and have cover the material you mention you are probably ready. But only you will really know if you at feeling confident enough! Good luck.

        Liked by 1 person

  1. Thank you for these notes Neil. I’m currently preparing for my MB2-716 exam and I find your notes very helpful. I would like to ask you if there are practice tests available for this exam.

    Thank you!

    Like

    • Sorry I am unaware of any practice tests as I don’t use them! I focus my own prep on using the product. I often avoid random practice questions as I have found they often have incorrect answers and cause me confusion.

      Like

  2. Hi Neil, Thanks for sharing your knowledge, much appreciated. I’m studding for this exam too
    I’m looking for advise please. My background is IT servers/client administration. I recently also started to work with Cisco and got CCNA. I participated in CRM migration project and gained good knowledge in Dynamics 365 so I’m also doing support/customization for Dynamics 365, no coding knowledge. I’m wondering if this can help starting career in Dynamics 365. I enjoy this area. What else I’m missing to improve my chances to specialize in this area? can I enter into this field without coding knowledge?
    I’m torn between investing my time in Cisco or CRM learning. I enjoy both areas. Thanks

    Like

    • Hi

      First of all let me say I have a coding background but I am not a developer and do pretty much no coding these days. So you can work in the Dynamics 365 field without being a coder. I have never been a CRM developer!

      Now I am going to say that I love working with Dynamics and will recommend anyone to work with it. But only if you have a deep felt passion.

      Only you can really know if your passion and drive is excited by Dynamics or Cisco. For me the decision is easy …. you need to decide which technology set excites you the most. Then focus on that.

      Hope this helps, although not a direct answer to your question.

      Neil.

      Like

  3. Hello Neil,

    Appreciate your efforts, Great piece of work !!

    I’m working in CRM Dynamics for past 8 months, I plan to grow my knowledge in CRM Dynamics and get specialized in this area.As a starting point, I’m thinking of taking ‘MB2-716’ exam.

    I started my preparation with your first post on Solutions, plan to read and implement each article a day.

    Neil do you think I can pass this exam with 8 months of experience.

    Also, i don’t have access to “81059AE-Customization in Microsoft Dynamics 365 for Sales and Customer Service” and “81060AE-Configuration in Microsoft Dynamics 365 for Sales and Customer Service” is there any alternative material/videos availalbe

    Thanks
    keerthi

    Like

    • Thanks.

      I do plan to eventually write about the other exams you mention. But I am sure you can imagine it is a long process and I only update my blog in my limited spare time!

      8 months experience should be plenty. You’ll obviously need to ensure you study hard and get plenty of hands-on time. But that will be fun.

      Good luck

      Neil.

      Like

  4. Hello Neil,

    I saw Exam- MB2-707 is relevant to my work experience.

    I know this test is older.but if I get passed this MB2-707 Exam.will the certificate fetch any growth in my career

    Thanks
    keerthi

    Like

    • Hi

      If I am right MB2-707 is the CRM 2013 customization exam.

      In my opinion you’d be better taking a later exam. MB2-716 or maybe MB2-712. But I’d avoid any earlier ones.

      This is just my opinion but I think potential employers would ideally like to see the new exams.

      Neil.

      Like

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