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MB2-707 Microsoft Dynamics CRM Customization and Configuration

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MB2-707 exam Dumps Source : Microsoft Dynamics CRM Customization and Configuration

Test Code : MB2-707
Test appellation : Microsoft Dynamics CRM Customization and Configuration
Vendor appellation : Microsoft
: 90 actual Questions

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On Thursday, Microsoft made obtainable for down load a brand modern tool for developers working with JavaScript in JavaScript libraries.

purchasable for those concerned in construction of HTML web elements too, the brand modern Microsoft Dynamics CRM 2011 customized Code Validation tool became designed to provide builders with the probability to readily find issues and repair them.

according to Microsoft, the modern tool turned into made accessible together with the release of updates for Microsoft Dynamics CRM on-line and Microsoft Dynamics CRM 2011, and should wait on devs find and score to the bottom of concerns fighting them to improve.

“The Microsoft Dynamics CRM online Q2 2012 carrier update and Microsoft Dynamics CRM 2011 update Rollup 9 include huge alterations in the net software with a purpose to exist in a position to aid a lot of browsers equivalent to Safari, Chrome, and Firefox,” Microsoft explains.

“When the employ of JavaScript code in Dynamics CRM, it is feasible that some code will cease working or understanding an error for those who upgrade,” the enterprise continues.

through the employ of this modern Microsoft Dynamics CRM 2011 customized Code Validation device, capabilities issues may still exist without rigor recognized, so that builders might are attempting to fix them.

the modern application changed into made obtainable with aid for Microsoft’s windows 7, home windows Vista, home windows XP expert sixty four-Bit edition (Itanium) 2003, and home windows XP provider Pack three working rig versions.

The device weighs best 577 KB, and turned into made accessible at no cost. besides the fact that children, Microsoft explains that, as a way to assume abilities of its capabilities, builders will should employ a Microsoft CRM account that has privileges to allow the installing of this utility.

“You possess to employ a Microsoft CRM user account with the Import Customizations privilege to install this managed solution. The device Administrator and system Customizer protection roles typically possess this privilege,” the Redmond-based software significant explains.

The Microsoft Dynamics CRM 2011 custom Code Validation device can exist downloaded from Softpedia as smartly, by the employ of this link.

including mobility to Microsoft Dynamics CRM: A case for customization | actual Questions and Pass4sure dumps

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Microsoft Dynamics CRM Customization and Configuration

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Ten useful features of XrmToolBox for Microsoft Dynamics 365/CRM | actual questions and Pass4sure dumps

XrmToolBox can exist used to simplify many tasks. With so many tools now listed, a newcomer may sensation what others are using it for to maximum benefit. 

XrmToolBox is a Windows application that connects to Microsoft Dynamics 365 for Customer date and Dynamics CRM, providing tools to ease customization and configuration tasks. It is shipped with more than 30 plugins to create administration, customization, and configuration tasks easier and less time consuming.

In this article they will explore ten of their favorite XRMToolBox tools, exploring what they enact and why they are so useful.

How is it used?

Documentation is available through the wiki of XrmToolBox Github's repository. complete the information regarding the prerequisites, connection, tools description, how to employ is mentioned in the documentation.

Ten useful tools of XrmToolBox

1) Web Resource Manager

Web Resource Manager helps to manage your web resources easily. This tool has saved hours of time for creating, updating and managing the web resources of Dynamics 365/CRM. This is a must possess for complete developers.

2) Ribbon Workbench

The Ribbon Workbench tool helps to edit the Dynamics CRM ribbon or command bar from inside the XrmToolbox.

By installing the Ribbon Workbench you'll quickly exist performing customizations that were previously only viable by time consuming and error-prone manual editing of RibbonDiff Xml.

Dynamics 365 Customisation and configuration — MB2–716 study notes | actual questions and Pass4sure dumps

I’ve studied for the latest Microsoft Dynamics 365 Customization and Configuration certification — this is the 6th version of the certification I possess passed. Each time I assume the certification, I learn something modern about Microsoft Dynamics, its limitations and how it works.

My previous study notes are here: MB2–712 — CRM 2016 customisation and configuration Hosk study notes. The notes below are modern things I learnt and built on top of the previous notes. So if you are studying for the exam you want to read complete of my study notes.

Business process flows

  • Order of flows is used if multiple flows are available for your security roles
  • Users can switch industry process flows if their security roles can remark multiple industry process flows.
  • Security

  • A team must belong to a industry unit
  • A team can own records
  • Business units possess a default team created by Dynamics 365, you cannot edit these or add/remove users.
  • You can add a custom control to data types — data and time, multi-line, single line
  • There are 9 entities enabled for auto numbering — contracts, cases, articles, quotes, orders, invoices, campaigns, categories and information articles
  • If you enable Yammer, you cannot disable it.
  • Email

    Different email architecture/Dynamics 365 mixes

  • Local exchange server — On premise Dynamics 365
  • Office 365 exchange — Dynamics 365 online
  • Office 365 exchange — Dynamics 365 on premise
  • Server side sync — Dynamics exchange integration allows appointments, tasks and contacts to exist synchronized (optional)
  • Email clients

  • Dynamics 365 for Outlook Client
  • Dynamics 365 App for Outlook
  • Folder tracking
  • Entity

    Entity properties which cannot exist disabled once enabled

  • Business Process flows
  • Feedback
  • Notes
  • Activities
  • Mail Merge
  • Connection
  • Sending email
  • Queues
  • Change tracking
  • Offline capability for Dynamics 365 for Outlook
  • Entity properties you can disabled once enabled

  • Access Teams
  • Knowledge Management
  • Enable for SLA
  • Allow quick create
  • Duplicate detection
  • Auditing
  • Single record auditing
  • Multiple record auditing
  • Enable for phone express
  • Reading pane in Dynamics 365 for outlook
  • Use custom help
  • Folder tracking

  • Folder tracking is tracking folders using server side sync and not limited to one email client
  • Folder tracking only works with server side sync
  • Folder tracking only works with exchange
  • Tracked folders toil with Exchange Inbox rules
  • The tracking folders feature must also exist enabled by your administrator
  • You can only track folders or subfolders inside your Exchange Inbox
  • You can set up multiple folders that link to the same regarding record
  • You can include an untracked folder inside a tracked folder
  • If you no longer necessity to track a folder, it’s a splendid conception to untrack it for performance reasons. To untrack a folder, remove it from the Folder-Level Tracking dialog box.
  • You can track emails only in folders under your Inbox folder in Exchange. Other folder emails cannot exist tracked.
  • You can track up to a maximum of 25 folders per user account
  • Any manual changes done to the regarding demur in the tracked activity records in Dynamics 365 will exist overridden the next time server-side synchronization kicks in. For example, if you possess set up a mapping between the Adventure Works folder and the Adventure Works account, complete the emails in the Adventure Works Exchange folder will exist tracked as activities in Dynamics 365 with the regarding set to the Adventure Works account record. If you change the regarding to some other record, it will automatically exist overridden the next time server-side synchronization occurs. To change the regarding for any email, ride the email to a different folder such as the Inbox.
  • App for outlook works at server level

    Email Synchronisation

  • Dynamics 365 for Outlook
  • Server side sync
  • Email router is inanimate soon
  • Server side sync doesn’t necessity a users outlook to exist open
  • Server side sync works with Dynamics 365 online or on premise and Exchange online or Exchange on premise. Any amalgam of those
  • Mailboxes are created for users and queues
  • Separate options for incoming and outgoing email
  • You can set either or both incoming and outgoing sync to none
  • Forward Mailbox — you can set multiple users to exist configured with a forward mailbox
  • Stop users synchronising with system settings à Email à incoming email and outgoing email to none
  • Mobile

  • Dashboards can exist made available for tablets
  • In properties you can enable dashboard for tablets and individual sections for mobile
  • Only first 5 tabs or 75 fields/10 lists issue on mobile client
  • Set available on Phone checkbox to show/hide tabs in mobile
  • Collapsed tabs still count
  • Only 5 tabs will prove even if it’s less than 75 fields
  • You possess to build fields in the first five tabs for them to issue in a mobile client
  • Mobile can possess specific mobile only controls (sliders)
  • Business rules

    Business rules can

  • Add recommendation
  • Lock/Unlock
  • Show error Message
  • Set domain values
  • Clear domain values
  • Set default values
  • Set industry requirement level
  • Set Visibility (Show or cloak fields)
  • Enable or disable fields
  • Validate data and prove error messages
  • Create industry recommendations based on industry intelligence.
  • Business rules

  • Business rules can possess 10 Conditional Branches
  • Business rule scope
  • · complete forms — all forms, quick create and main

    · Entity — can elope profile and server side.

    · Entity — server smooth will elope on create or update

    · Entity — if server enable will elope when data is imported

    · single profile scope — only runs for the specified form

    · To change scope of industry rule you must deactivate first

    Access teams

  • Sub-grid for Access Teams (must enable entity for access teams)
  • Access team templates will applying a standard set of privileges (read, write, delete, append, append to) rather than having to set this up for each individual user/team.
  • Access Team templates are enabled on an entity basis and you possess to enable Access Teams on the entity in the communications and collaboration
  • When records are deactivated, access team permissions are not affected
  • Access teams don’t possess security roles
  • Access teams can’t own records
  • Access teams are created and managed by CRM
  • An access team is created when you possess added the first user
  • Access teams are not visible in default team views
  • Sharing records via access teams isn’t displaying in the sharing screen
  • Access teams can’t exist used in resource scheduling
  • Multiple access teams can exist linked to a single record
  • Access Team Templates, back dynamic record sharing. With the members of an access team being given privileges on specific records based on the access team template.
  • access teams enact not possess roles and cannot own record
  • Facts and stats about Access Teams, the bits below are useful for those who study MB2–703

  • You can add more than one Access Team template for each entity
  • The default number of access teams templates for each entity is two
  • The number of access team templates you can possess for each entity is controlled by the MaxAutoCreatedAccessTeamsPerEntity deployment setting.
  • MaxEntitiesEnabledForAutoCreatedAccessTeams deployment setting has a default value of 5. This controls the number of entities it’s viable to enable for auto-created access teams.
  • You can change the MaxEntitiesEnabledForAutoCreatedAccessTeams , MaxAutoCreatedAccessTeamsPerEntity only on Premise installations and you cannot edit them for Online.
  • A system generated Access Team isn’t created for each record until you add a user to the sub grid on the entity.
  • if you delete the team, this is the same removing complete the members in the sub grid on the record.
  • if you change the access rights on Team Template this will only change the access privilege to modern entity records/access teams. Any records already created will employ the previous set of privileges.
  • Access teams with share access privilege ticked will involve any user who is in access team will exist able to add (share) others to the access team for that record.
  • Users cannot grant privileges they enact not have. So a user can only add modern members to an access team where the access team template has create privilege only if that user has the create privilege for the entity.
  • Access Teams created automatically by adding users to them are not shown in the system team views
  • Access Teams created automatically can exist seen by doing an advanced find and select Team type = access
  • Access Team created automatically possess the is system managed domain set to true
  • Access Teams can exist un ticked on an entity (unlike Queues)
  • If you want to delete a Access Team Template you will necessity to remove complete the sub grids using that specific Access Team Template before you can delete it.
  • Entity assets

    Below are the following entity assets

  • Forms
  • Views
  • Charts
  • Fields
  • Keys
  • Relationships (1:N, N:1, N:N)
  • Messages
  • Business Rules
  • Hierarchy Settings
  • Dashboards
  • You don’t possess select complete the entity assets
  • You can add the entire entity by checking the Add complete Assets Checkbox
  • You can manually select specific assets by selecting them
  • Fewer assets means fewer dependencies and quicker deployments
  • Business process flow

  • You must enable industry process flux on an entity
  • Once an entity is enabled BPF you cannot disable it.
  • Each entity can possess no more than 10 activated industry process flows
  • Multi-entity process can employ no more than five entities.
  • A industry flux has a primary entity but can span multiple
  • Branches can exist only 5 levels deep
  • Business rules

  • Set scope to Entity if you want a industry rule to elope on the server, not just on the client side
  • Business rules are not triggered when you redeem a record
  • Business rules are triggered when a record is opened or when a domain is changed which the rule conditions are set to check e.g profile OnLoad and domain OnChange
  • Business rules action will elope only if condition is true
  • Rollup fields

  • Rollup fields recalculate once an hour
  • Rollup fields supported — Whole Number, Date and Time, decimal, currency
  • Maximum 100 per organisation
  • 10 rollup fields per entity
  • If you create a rollup for a currency field, it will create one for the base
  • Rollup fields not supported — Option set and Lookup
  • Aggregate value of records related to a specific record
  • Rollups fields are asynchronous, they don’t elope in actual time
  • Rollup fields can exist elope by workflows or industry rules
  • Rollup fields can exist refreshed manually or triggered by a workflow
  • Rollup Fields are automatically rolled up 12 hours after they are created
  • A workflow can’t exist triggered by the rollup domain updates.
  • Custom actions

    Custom action Limitations

    Highlights from the link above — click the link to remark al

  • Actions are created using a Workflow entity record
  • Can exist associated with a single entity or exist global Can exist associated with a single entity or exist global (not associated with any particular entity).
  • Is executed in the core operation stage 30 of the event execution pipeline.
  • Supports the invocation of plug-ins registered in the pre-operation and post-operation stages of the event execution pipeline.
  • Is available through the Web API or svcand organization.svc/web endpoints.
  • Can exist executed using a JavaScript web resource.
  • Always runs under the security context of the calling user.
  • Supports input and output arguments.
  • Isn’t supported with offline clients.
  • Can exist invoked by a web service manner call.
  • Can exist invoked directly from a workflow.
  • Dynamics 365 Online Limitations

    Highlights from the link above — click the link to remark all

    Database indexes

  • Need to exist created by a Microsoft service engineer, create a back request
  • Fetch XML Limitations

    ( )

  • 10 linked entities
  • No privilege Outer Join
  • No SQL Functions
  • No Sub Queries
  • No back for Union
  • No Case/When type functionality
  • Can’t compare 2 fields directly
  • 50,000 records per query aggregate
  • 5,000 records per query (paging for more)
  • Business Rules

  • Can’t elope when the record is saved
  • Can’t interact with tabs or sections
  • OnChange events are not triggered when industry rules set a domain value
  • Rules with invalid references are not ran, there will exist no error message
  • Whole number fields with TimeZone, Duration, or Language format are not supported
  • Up to 10 if-else conditions per rule
  • Rule definitions are cached in the mobile app, must near and re-open the app for changes
  • Must create a separate rule to transparent actions of a previous rule, if necessary
  • Calculated fields

  • Saved queries, charts, and visualizations can possess a mx of 10 unique calculated fields
  • The calculated domain values are not displayed in Outlook Offline mode
  • A max number of chained calculated fields is 5
  • Can’t advert to itself or possess cyclic chains
  • Can’t access parental fields with a multi-entity Lookup
  • Sorting is disabled on:
  • · A calculated domain that contains a domain of a parent record

    · A calculated domain that contains a logical domain (for example, address field)

    · A calculated domain that contains another calculated field

  • Can only span 2 entities
  • Can’t trigger workflows or plug-ins
  • Can’t change an existing simple domain to a calculated field
  • Duplicate detection rules are not triggered on calculated fields
  • Rollup fields

  • Max of 100 per organization
  • Max of 10 per entity
  • Can’t trigger workflows
  • Can’t exist used in a workflow wait condition
  • A rollup over the rollup domain is not supported
  • Can’t reference a calculated domain that uses another calculated field
  • Can only apply filters to the source entity or related entities, simple fields or non-complex calculated fields
  • A rollup can’t exist done over N:N relationships
  • Can’t exist done over 1:N relationship for the Activity entity or the Activity Party entity
  • Aggregated under the system user context, complete users remark the same rollup domain value
  • ExecuteMultipleRequest

  • Recursion is not supported
  • Max batch size of 1,000 requests (Hosk comment — may possess been in reduced to 100 in version 9)
  • Max concurrent calls of 2
  • Mutliselect Option Set

  • The domain cannot exist used in industry Rule, BPF, Workflows — Create n Update Step, Not available as filtering ascribe in Plugin.

  • Estimating Microsoft CRM customization or configuration costs | actual questions and Pass4sure dumps

    Green Beacon Solutions, LLC

    How can they evaluate the costs for a Microsoft CRM customization project?

    In order to respond your question, I cerebrate it makes sense to distinguish between customization and configuration. Dynamics CRM provides the aptitude to achieve a noteworthy number of user-requested features and functionality through its configuration tools – for example, creating custom screens or fields, lists of account or opening records, custom reports or even knotty industry workflows. There are still some areas where customers with more knotty requirements might spin to customization – for example, developing knotty integrations with other applications or highly specialized functionality for a specific perpendicular market.

    In order to evaluate the smooth of customization for your Microsoft CRM project, you really necessity to fracture down the...

    functionality you want to deliver in the project. You might consider answering the following questions before embarking on a Microsoft CRM customization project:

  • What data enact I want to metamorphose to Dynamics CRM? What domain or screen changes enact I necessity to accommodate this data?
  • What industry processes enact I wish to implement in CRM? For example, does my industry require a workflow for assigning modern prospects to sales teams, or workflow for managing activities and tasks for specific sales processes? What about services workflows (e.g. case assignments, service-level agreements (SLAs)) or marketing workflows (lead supervene up and qualification)?
  • What reports enact I wish to provide to my users? Can I leverage the out-of-box reports, or enact I necessity to create custom reports?
  • What data and other systems enact I necessity to integrate with CRM? Does the data to exist integrated necessity to exist readable, editable and/or searchable in CRM? Does the data necessity to exist accessible for reports?
  • What functionality enact I cerebrate I might necessity to build as "custom" with Dynamics CRM? Is there a third party Independent Software Vendor (ISV) that might already possess developed a similar solution that I could leverage? What is the cost of the solution?

    The answers to these questions will wait on steer you to a universal smooth of complexity associated with your Dynamics CRM implementation. If you find that the answers to the questions above raise more questions or identify specific areas you'd like to further investigate, you may want to consider working with a skilled Microsoft partner who can wait on evaluate your industry requirements in light of what is provided out of the box, what is available via configuration or customization and what is best provided by a third-party vendor.

  • Dig Deeper on Sales strategy and sales compel effectiveness Related mp;A from Richard Smith Six Microsoft accelerators for Dynamics CRM 4.0

    In this mp;A, learn more about the current list of Microsoft accelerators available for Microsoft Dynamics CRM 4.0 and score tips for deploying them ...  Continue Reading

    Is Microsoft Dynamics CRM 4.0 and Lotus Notes integration possible?

    Find out about integration between Dynamics CRM 4.0 and Lotus Notes. Lotus Notes users can find tips for monitoring emails through Dynamics CRM 4.0.  Continue Reading

    Microsoft eLearning courses for Dynamics CRM training

    Learn about Microsoft's eLearning options for users looking to score trained in Microsoft Dynamics CRM 4.0 in this expert tip.  Continue Reading

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    Please add a title for your question

    Get answers from a TechTarget expert on whatever's puzzling you.

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