MB2-712 (Customization and Configuration
in Microsoft Dynamics CRM 2016)
Configure Microsoft Dynamics CRM
•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
•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 visualisations
•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;
customise views; customise charts; customise dashboards; use themes
Implement business rules, workflows and business process flows
•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
