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Exam MB2-716: Microsoft Dynamics 365 Customization and Configuration

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.

Part of the requirements for: MCSE: Business Applications

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Microsoft MB2-716 Exam Syllabus Topics:

TopicDetails

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

Reference: https://www.microsoft.com/en-us/learning/exam-mb2-716.aspx

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Microsoft Dynamics 365 Customization and Configuration Exam Certification Details:

Books / Training81059: Customization in Microsoft Dynamics 365 for Sales and Customer Service
81060: Configuration in Microsoft Dynamics 365 for Sales and Customer Service
Exam Price$165 (USD)
Number of Questions40-60
Exam CodeMB2-716
Schedule ExamPearson VUE
Duration120 mins
Exam NameMicrosoft Certified Solutions Associate (MCSA) - Business Applications
Passing Score700 / 1000
Sample QuestionsMicrosoft Dynamics 365 Customization and Configuration Sample Questions

Schedule exam

Languages: English, Japanese

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.

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