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Individuals wishing to obtain a certification on Microsoft Dynamics 365 Customization and Configuration should take this exam. The audience typically includes developers, implementation consultants, technical support personnel, and system administrators. They assess a customer's business needs and configure and customize the application.
Skills measured
- Implement business rules, workflows, and business process flows (20-25%)
- Create and manage Microsoft Dynamics 365 solutions, forms, views, and visualizations (25-30%)
- Implement Microsoft Dynamics 365 entities, entity relationships, and fields (20-25%)
- Configure Microsoft Dynamics 365 (20-25%)
Reference: https://www.microsoft.com/en-us/learning/exam-mb2-716.aspx
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Microsoft MB2-716 Exam Syllabus Topics:
| Topic | Details |
|---|---|
Configure Microsoft Dynamics 365 (20-25%) | |
| 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 theDynamics 365 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 for Business integration |
Implement Microsoft Dynamics 365 entities, entity relationships, and fields (20-25%) | |
| 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-level security and security roles - Use status and status reasons - Identify status reason transitions |
Create and Manage Microsoft Dynamics 365 Solutions, Forms, Views, and Visualizations (25-30%) | |
| 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 -Patch and clone solutions |
| Customize Microsoft Dynamics 365 Forms | - Identify Microsoft Dynamics 365 form types -Build a form -Use specialized form components -Implement access teams and sub-grids -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 (20-25%) | |
| 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 and Custom Actions | - Implement workflows -Identify workflow types -Implement custom actions -Identify when to use business process flows, workflowsand 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 |
