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Exam MB2-716

Create and manage Microsoft Dynamics 365 solutions

These DLP courses cover content for Exam MB2-716.

Implement Microsoft Dynamics 365 entities, entity relationships, and fields (20% – 25%)

Worldwide training and certification

This exam measures your ability to accomplish the technical tasks listed below. The percentages indicate the relative weight of each major topic area on the exam. The higher the percentage, the more questions you are likely to see on that content area on the exam. View video tutorials about thevariety of question typeson Microsoft exams.

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This preparation guide is subject to change at any time without prior notice and at the sole discretion of Microsoft. Microsoft exams might include adaptive testing technology and simulation items. Microsoft does not identify the format in which exams are presented. Please use this preparation guide to prepare for the exam, regardless of its format. To help you prepare for this exam, Microsoft recommends that you have hands-on experience with the product and that you use the specified training resources. These training resources do not necessarily cover all topics listed in the Skills measured section.

If you have other questions or feedback about Microsoft Certification exams or about the certification program, registration, or promotions, please contact yourRegional Service Center.

Online learning through the Microsoft Dynamics Learning Portal (DLP) is available to Microsoft Dynamics Partners who have purchased a training pack. If you havent purchased a training pack, sign in toPartnerSourceand view the training pack details page. Find out how togain access to the DLP site.

Create and manage Microsoft Dynamics 365 solutions, forms, views, and visualizations (25% – 30%)

Customers on a service plan can access online learning fromCustomerSource. Please f you have questions.

Implement Microsoft Dynamics 365 views and visualizations

Do you have feedback about the relevance of the skills measured on this exam? Pleasesend Microsoft your comments. All feedback will be reviewed and incorporated as appropriate while still maintaining the validity and reliability of the certification process. Note that Microsoft will not respond directly to your feedback. We appreciate your input in ensuring the quality of the Microsoft Certification program.

We recommend that you review this exam preparation guide in its entirety and familiarize yourself with the resources on this website before you schedule your exam. See theMicrosoft Certification exam overviewfor information about registration, videos of typical exam question formats, and other preparation resources. For information on exam policies and scoring, see theMicrosoft Certification exam policies and FAQs.

Implement business rules, workflows, and business process flows (20% – 25%)

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

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

Integrate Microsoft Dynamics 365 with other Office 365 offerings

Please note that the questions may test on, but will not be limited to, the topics described in the bulleted text.

Customize Microsoft Dynamics 365 forms

Training and certification for students

Configure Microsoft Dynamics 365 (20% – 25%)

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

Configure auditing, document management, and collaboration; configure administration settings; perform data management tasks; perform user management; implement themes

Implement and manage business process flows

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

If you have concerns about specific questions on this exam, please submit anexam challenge.

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

Configure Microsoft Dynamics 365 for mobile devices

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

Pricing does not reflect any promotional offers or reduced pricing for Microsoft Imagine Academy program members, Microsoft Certified Trainers, and Microsoft Partner Network program members. Pricing is subject to change without notice. Pricing does not include applicable taxes. Please confirm exact pricing with the exam provider before registering to take an exam.

Define and configure Microsoft Dynamics 365 fields

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

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

81059: Customization in Microsoft Dynamics 365 for Sales and Customer Service

Manage Microsoft Dynamics 365 security

These Digital Learning courses provide students with the tools to customize Dynamics 365 implementation for Sales and Service. The focus is on the using and understanding how the platform tools that are provided can be leveraged to create custom objects, modify the user interface, create and maintain an organizational security structure, create guided business processes, automate tasks, and other specific customizations.

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 Microsoft Dynamics 365 settings

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

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

Manage Microsoft Dynamics 365 entities

Implement and manage business rules

Effective May 1, 2017, the existing cancellation policy will be replaced in its entirety with the following policy: Cancelling or rescheduling your exam within 5 business days of your registered exam time is subject to a fee. Failing to show up for your exam appointment or not rescheduling or cancelling your appointment at least 24 hours prior to your scheduled appointment forfeits your entire exam fee.Skills measured

Implement workflows; identify workflow types; implement dialogs and custom actions; identify when to use business process flows, workflow dialogs, and custom actions

Increase your chances of certification success withExam Replay Plus or Exam Replay Plus with Practice Test.

Implement and manage workflows, dialogs, and custom actions

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 customers business needs and configure and customize the application.

Determine when to use business rules; describe business rule scopes; identify actions that trigger business rules; configure business rules, conditions, and actions

81060: Configuration in Microsoft Dynamics 365 for Sales and Customer Service

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

This exam may be available in your country for online proctored delivery. Learn more.

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