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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 denomination : Microsoft Dynamics CRM Customization and Configuration
Vendor denomination : Microsoft
: 90 actual Questions

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Microsoft Microsoft Dynamics CRM Customization

Microsoft Dynamics 365 vs Salesforce: 2019 CRM evaluation | actual Questions and Pass4sure dumps

Salesforce has spent the ultimate twenty years constructing a $13 billion business, mostly on the back of a CRM utility delivered as a cloud provider. In its most fresh economic tips, Salesforce forecasts it expects to achieve $sixteen billion in revenue subsequent year, and in the next 4 years might breathe capable of generate annual revenues within the latitude of $26 to $28 billion.

Given the accustomed expansion of the Salesforce choices, it’s now not clear how plenty of that boom will breathe exceptionally driven with the aid of CRM. but overseas information Corp. (IDC) estimates that Salesforce has a 20 % share of a CRM market that remains the quickest transforming into sector of the enterprise IT market.

when it comes to capabilities, the Microsoft Dynamics 365 CRM application is very comparable to the comparable Salesforce offering. however Microsoft received a a suitable deal later dawn than Salesforce within the cloud. while Microsoft has won CRM share of late, it’s charge noting that Salesforce’s three nearest rivals together nevertheless account for less than 20 p.c of the tolerable market so Salesforce remains the greatest CRM application company when it comes to market dimension. 

Microsoft, long term, may also characterize Salesforce’s most formidable rival. however the momentum Salesforce already has will breathe positive that it could breathe a preponderant CRM constrain to breathe reckoned with well into the next decade.

What are the Similarities & adjustments between Microsoft Dynamics 365 and Salesforce?

Dynamics vs Salesforce CRM 


cost Salesforce Pricing

Small company necessities is $25/person/month (billed annually), Lightning skilled $75/user/month, and Lightning commercial enterprise $a hundred and fifty/user/month.

Microsoft Dynamics 365 Pricing 

The consumer assignation Plan, a replete CRM suite, is $one hundred fifteen/consumer/month; the Unified alternate options strategy is $190/consumer/month; the Dynamics 365 strategy is $210/person/month.

Microsoft expenses a higher month-to-month dawn cost. but cost comparisons are heavily based on the variety of modules employed and through what kinds of clients. it is feasible, for example, to approach up with an implementation of Microsoft Dynamics 365 CRM that charges lower than a similar example of Salesforce. every organization should silent cautiously evaluate the total can pervade of either platform when bar nothing the facets and capabilities they require are wholly loaded.

Ease of Use

both choices maneuver initiatives corresponding to contact and account management, territory administration, and sales forecasting. however Salesforce has now not handiest invested heavily in making positive its application consistently manifests on varied endpoints. in addition, Salesforce has invested heavily in an Einstein platform that makes it viable for conclusion users to bewitch capabilities of herbal language processing and synthetic intelligence (AI) technologies to hold interaction with its functions. Microsoft is also dedicated to investing in similar AI applied sciences, however as AI applies to CRM, Salesforce is considerably ahead.


despite whatever thing promises are made, neither Microsoft nor Salesforce offers a actual “out-of-the-field” utility event. both purposes should silent breathe carried out following a smartly-described set of most amenable practices ideally overseen with the aid of a certified advisor.


Microsoft makes it feasible to customise some elements of its CRM, whereas making attainable a utility evolution outfit to tackle extra advanced initiatives. Salesforce has made purchasable a Lightning low-code construction platform that can breathe employed by means of each energy users and skilled developers to customise its cloud applications to very nearly any degree imaginable.


The Microsoft Dynamics 365 CRM providing suits neatly within the context of the better Dynamics 365 platform, which provides connections to Microsoft power BI and PowerApps. Microsoft Dynamics 365 CRM is additionally a more natural extension of Microsoft office 365.

In contrast, Salesforce has invested heavily in making bound its CRM cloud providing integrates with a wide variety of purposes and, following its fresh acquisition of Mulesoft, will greater tightly integrate its CRM providing with an integrated platform-as-a-provider (iPaaS) atmosphere.

client help

Salesforce and Microsoft hold both invested heavily in consumer guide. they hold also each built extensive associate networks that provide shoppers with a wide array of champion alternate options.

facets & Add-ons 

both Microsoft and Salesforce construct attainable a wide scope of complementary purposes via their respective app outlets. but Salesforce has an intensive set of complementary cloud applications that maneuver every diminutive thing from advertising to customer service.

related CRM evaluation Articles  the course to construct a determination which is top-quality on your circumstance

Microsoft Dynamics vs Salesforce CRM Comparison 

Our suggestion for minute and Medium Sized companies (SMB) 

while Salesforce obviously has some great advantages in terms of capabilities, agencies will no longer effectively breathe in a position to propel aside Microsoft. in many cases, the basic tool that smaller companies depend on to manage contacts is Microsoft Outlook. Migrating to Microsoft Dynamics 365 CRM can stare relish the next most sensible transition.

Our recommendation if your enterprise depends on other Microsoft items 

Microsoft also offers a course for integrating its CRM utility with the leisure of the Microsoft Dynamics 365 ERP software. ultimately, Microsoft also got LinkedIn, which gives a direction to integrating its CRM with one of the vital most generally employed gregarious media networks, relied on via enterprise professionals.

The CRM that the majority earnings teams pick

having said that, there are lots of more revenue teams that comprehend a course to navigate Salesforce applications. Getting revenue groups to are looking to expend a CRM software in the first location is rarely a straightforward task. Getting them to embrace an utility they don’t already recognize should breathe would becould very well breathe one problem too many.

Microsoft Dynamics 365 customer Insights allows corporations to carry customized client experiences | actual Questions and Pass4sure dumps

Microsoft these days announced the conventional availability of Dynamics 365 customer Insights. This new offering from Microsoft brings together customer records to profit to present a sole view of consumers and derive smart insights from them. it'll empower advertising, income, and repair specialists to carry extraordinary one-on-one interactions with purchasers. Dynamics 365 client Insights will signify you can:

Get a holistic view of shoppers

  • join bar nothing your consumer information: herald transactional, observational, and behavioral statistics from prevalent statistics sources effectively via leveraging prebuilt connectors
  • transform customer statistics intelligently: Unify and standardize facts to comply to the Microsoft regular records mannequin
  • Enrich customer profiles: construct a richer, greater finished view of your purchasers by means of incorporating aggregated viewers intelligence from Microsoft Graph
  • release insights and bewitch motion

  • Act and spark off: determine and create inordinate charge segments to vim company techniques and convey targeted messages and content.
  • Spot tendencies and patterns: gain actionable insights with configurable metrics and KPIs
  • Predict client intent: regain assistance on the next foremost motion and forecast churn by using leveraging AI and custom computer gaining knowledge of algorithms.
  • Adapt and extend

  • Take motion: drive personalised assignation with contextual consumer insights infused at once in enterprise functions similar to Dynamics 365 for sales, carrier, and advertising or any other application using affluent APIs
  • gain deeper insights: Leverage an out-of-the-field connector for Microsoft energy BI to personalize dashboards and reports that enable informed decision-making
  • build customized apps: With Microsoft PowerApps, create custom traffic apps with embedded client insights to empower everybody in your corporation
  • Automate client-centric experiences and processes: Setup workflows in line with customer movements and indicators the expend of Microsoft circulation
  • count on a productive and depended on platform

  • Get begun promptly: Optimize for time to cost with a comprehensive SaaS application and self-carrier event developed on the Azure cloud platform
  • preserve control of your facts: back your traffic assist information privateness and GDPR compliance with traffic in a position security and constructed-in governance tools
  • invest with confidence: set aside your believe in Microsoft’s expertise and event in world-class AI research, cloud, statistics and developer platform
  • It expenses $1,500 per tenant/month. gain knowledge of extra about this new provider here.

    3CLogic broadcasts Microsoft AppSource Certification for Microsoft Dynamics CRM | actual Questions and Pass4sure dumps

    April 18, 2019 04:00 ET | supply: 3CLogic


    3CLogic CTI

    All agent-facing denomination controls can breathe organize in a sole CTI window, viewable concurrently with the CRM.


    3CLogic Dashboard

    View precise-time stats and KPIs from a sole region to quickly and simply construct recommended decisions.


    3CLogic activity Log

    instantly log bar nothing actions for an entire assignation history.


    ROCKVILLE, Md., April 18, 2019 (GLOBE NEWSWIRE) -- 3CLogic, a leading provider of cloud contact middle application for traffic agencies, these days introduced the certification of its reply for Microsoft Dynamics CRM® and legit list on Microsoft’s Appsource®. The combined providing offers companies more desirable change administration control, enhances the effectivity of department representatives (i.e.: sales, aid Desk, client assist, HR, and many others.), and improves administrative visibility into what drives a success client engagements and consequences.

    the new licensed app contains a variety of points to compliment Dynamics CRM to convey top notch customer experiences, bar nothing on a sole enterprise-grade platform.

    features encompass:

  • Embedded Microsoft Dynamics CRM click on-to-name and CTI
  • integrated Interactive Voice Response (IVR)
  • IVR adventure Analytics and Reporting
  • computerized denomination Dialing (ACD)
  • call & screen Recording with automated activity posting to Dynamics CRM
  • Configurable advantage-primarily based Routing  
  • textual content-to-Speech
  • Outbound SMS 
  • true-time Dashboards and Wallboards
  • integrated Reporting and enterprise Intelligence
  • “we're excited to formally add 3CLogic to the Microsoft AppSource eco-device, expanding a decade-lengthy relationship of providing abysmal telephony integrations with Microsoft Dynamics CRM,” says Navya Pandiri, VP of Product administration at 3CLogic. “This marks an extra milestone as 3CLogic strives to enrich and leverage CRM-kept facts to prolong the cost of those systems and the expend cases they clear up through dynamic and clever client journeys. here's a different example of how systems of information [CRM or Service Management solutions] and cloud denomination core options should breathe – working together and in sync, rather than in disjointed silos, to basically drive digital transformation.”

    Microsoft’s online app keep, Microsoft AppSource, is a vacation spot to champion enterprise users find utility as a carrier (SaaS) solutions tailor-made to their traffic from Microsoft and its partners. each reply purchasable on AppSource undergoes a Microsoft-led vetting manner for certification. relocating ahead, with 3CLogic’s CTI & Contact core reply checklist in AppSource, customers can bewitch pleasure in a seamless skill of extending the cost of their CRM investment.

    About 3CLogic3CLogic is a leading cloud contact core platform modernizing enterprise communications with their personnel and purchasers. built on Amazon web capabilities (AWS), the solution provides advanced and scalable speech-enabled choices for leading CRMs, including ServiceNow, Microsoft Dynamics CRM, Salesforce and SugarCRM. With deployments on four continents and a turning out to breathe base of global 2000 shoppers, 3CLogic drives digital transformation by means of enhancing CX, organizational efficiency and reporting insights the usage of dynamic IVR, CTI, AI, superior analytics, and API-driven integrations.

    Kathy Ruxton3CLogic+1

    pictures accompanying this announcement are available at


    Rockville, Maryland, u.s.


    All agent-facing call controls are located in a sole CTI window, viewable concurrently with the CRM.


    codecs purchasable:


    View real-time stats and KPIs from a sole spot to quickly and simply construct recommended selections.


    codecs available:


    instantly log bar nothing activities for a complete assignation history.


    codecs purchasable:


    formats available:

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    Microsoft Dynamics CRM Customization and Configuration

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    The 7 Essential CPQ Features for Microsoft Dynamics Users | actual questions and Pass4sure dumps

    CPQ Features for MS Dynamics

    Microsoft Dynamics 365 for Sales is a robust CRM, but there’s a software that can supercharge the platform – DealHub CPQ.

    Microsoft Dynamics 365 is a powerful CRM platform to manage leads and customer relationships. What it lacks, however, is the skill to manage the sales process from quit to end, to forward accurate, branded, professional quotes and sales proposals, and report on the buyer interaction with those quotes.

    Fortunately, CPQ (Configure charge Quote) software integrated with Microsoft Dynamics, enables sales teams to configure tangled pricing easily and respond to buyer requests for quotes quickly, two factors which heavily repercussion the customer experience and the likelihood of a sale. Add to that the profit of visibility into every quote, and you can survey how CPQ takes CRM from yardstick to spectacular.

    DealHub CPQ Microsoft Dynamics 365

    Then there’s the increase in productivity. Automating sales quotes and proposal generation frees sales reps to disburse more time talking to potential customers. Less time spent on administrative tasks means more opportunities to increase revenue.

    CPQ is commonly ranked as one of the most faultfinding technologies to champion CRM. But, how conclude you select the privilege CPQ for Microsoft Dynamics that integrates seamlessly to create a affluent user experience that will elevate your sales process and maximize your sales team’s productivity?

    Features Best CPQ for MS Dynamics Users Aligned with endemic Microsoft Dynamics User Experience

    In 2018, Microsoft made some nice user experience improvements to MS Dynamics 365, including enhancements to forms and dashboards, and improving the visual hierarchy. The best CPQ will sync with the endemic MS Dynamics user experience, making it simple for your sales reps to generate pricing, quotes, and proposals from within the platform, using a sole sign-on. This sole sign-on capability turns the CPQ into another feature within your CRM, so reps don’t hold to leave the platform to expend a divide tool, greatly increasing user adoption and ease of use.

    Easy to Use

    Sales reps countenance many challenges when working with buyers. They must breathe up-to-date on products and pricing, trained in using sales software, and savvy in their communications with buyers. They must understand their company’s sales methods and policies. And, they exigency to breathe prepared to share the privilege content with buyers at the privilege time in their buying journey. bar nothing of this can breathe accomplished with a CPQ that incorporates guided selling using a sales playbook.

    A CPQ that is simple to expend and includes features such as sales playbooks and pre-configured rules for pricing and discounting will increase adoption of the software and diminish new hire onboarding time. You and your sales team will profit from a CPQ which requires minimal training time to bring sales reps up-to-speed and helps them immediate deals easily.

    Robust Yet Agile

    A productivity-enhancing CPQ will embrace features that streamline the sales process, yet breathe agile and customizable to your organization’s needs. stare for a CPQ that allows you to customize your product catalog and configuration rules and easily change pricing and discounting. CPQ offers the time-saving profit of branded templates, but stare for a CPQ that can generate customized documents as well.

    Flexible features aren’t the only profit of CPQ. In Dynamics, salespeople can quickly view their funnel. A CPQ takes it a step further and enables your reps to view the current stage of the quotes in their pipeline and determine the most recent action taken on each quote. Visibility into the funnel stages and status of each quote allows you to identify bottlenecks and empowers agile decision-making on each deal.

    Easy to Implement and Administer

    A CPQ that is quick and simple to set-up and configure, and one that doesn’t require a developer to write custom code, will back you achieve a positive ROI faster. Seamless integration with MS Dynamics CRM is a must.

    A CPQ streamlines the sales process and reduces administrative tasks. If you cannot update pricing, configure new discounting rules, and add new products easily, it is not the privilege CPQ for you. stare for a CPQ that provides ongoing champion beyond initial set up so you hold back should issues arise or when you exigency additional customization of the software. colleague with a CPQ vendor that is simple to labor with and makes customer champion a top priority.

    Scalable for Growth

    As your traffic grows, you exigency CPQ software that will grow with your company. A vendor dedicated to CPQ will breathe able to champion you as your traffic grows. interminable improvements and updates, taking into account customers’ needs for enhanced functionality, ensures that the CPQ software will grow with you. select a CPQ vendor that is committed to supporting your long-term traffic growth.

    Supports tangled Pricing Models

    For companies that exigency to configure tangled pricing and quotes, such as those in the services, finance, manufacturing and telecommunications industries, CPQ picks up where MS Dynamics falls short. The best CPQ for your organization will champion tangled pricing options including subscriptions, leases, add-ons, and bundled pricing. Features tailored to configuring tangled pricing enable a faster and more accurate quote-to-contract process.

    Analytics and Intelligence

    Visibility into the sales process, at each stage of the buyer’s journey, yields valuable data about how customers respond to quotes and proposals, what communication with buyers is most effective, what prices and discounts hold the best immediate rate and other intelligence that can inform your sales process, policies, and pricing. Actionable data leads to better sales strategies that empower your team to breathe more successful.

    CPQ Fulfills Microsoft’s Sales Vision

    This quote from Alysa Taylor, Corporate Vice President, traffic Applications and Industry, Microsoft resonates with us at and their mission to proffer a new breed of CPQ to their customers.

    Author: Gideon Thomas

    As VP of Growth, Gideon is extremely passionate about helping companies gain a more informed and actionable understanding of the changing landscape within Sales Engagement. He is a regular content contributor in this district of expertise and draws inspiration from being afoot to the latest trends and statistics influencing Sales… View full profile ›

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

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

    XrmToolBox is a Windows application that connects to Microsoft Dynamics 365 for Customer assignation and Dynamics CRM, providing tools to ease customization and configuration tasks. It is shipped with more than 30 plugins to construct 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 conclude and why they are so useful.

    How is it used?

    Documentation is available through the wiki of XrmToolBox Github's repository. bar nothing the information regarding the prerequisites, connection, tools description, how to expend 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 hold for bar nothing 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 breathe performing customizations that were previously only viable by time consuming and error-prone manual editing of RibbonDiff Xml.

    Why expend Microsoft Dynamics CRM for xRM Application Development? | actual questions and Pass4sure dumps

    This chapter is from the book 

    With early versions of Microsoft Dynamics CRM, system administrators could construct simple configuration changes to CRM, and the amount of customization allowed increased with each new release. As adoption of Microsoft Dynamics CRM grew, so did the needs of the businesses using the xRM components. With each new release came a greater plane of customization options, to the point where many organizations view Microsoft Dynamics CRM as more than just a CRM platform, but instead as a rapid application evolution platform, or a “framework” by which these custom/specific applications could breathe developed.

    Why would someone want to expend Microsoft Dynamics CRM as a framework for development? Well, here are just a few of the reasons:

  • Native integration with Outlook for tracking features
  • Exposed web services for simple programmatic manipulation of data
  • Structured framework, providing standardized approach to data
  • Native integration to the relaxation of the Microsoft stack (Excel, Word, and so on) as well as SharePoint
  • Highly scalable architecture
  • Delegation of user interface evolution by traffic analysts
  • Built-in traffic process automation via the workflow engine
  • Multiple deployment options, including On-Premise, Online, and colleague Hosted
  • Robust security model
  • Large number of third-party components available for advanced customizations
  • Benefits of xRM

    One of the biggest benefits in using Microsoft Dynamics CRM as an xRM application for evolution is that you can silent leverage the endemic features of CRM (something that every organization needs).

    An example of this is the drug testing solution explained earlier. Yes, they received exactly what they wanted with an application, but they can also expend the features delivered by CRM (managing Leads, Opportunities, and so on) if they want to.

    Given the flexibility of CRM and the rapid ideation to delivery cycle, IT departments are able to meet the growing demands overwhelming their limited resources. Microsoft Dynamics CRM provides a solid starting point to extend and automate a greater fraction of the traffic process. Extending CRM is simple to conclude and when properly deployed, works in a natural method, allowing traffic analysts or power users an ever-increasing potential for customizations.

    Business analysts are the bridge between traditional IT evolution teams and the business. Acting as a functional consultant, the traffic analyst can prototype changes directly with the traffic process owners and achieve faster time to production.

    Using Microsoft Dynamics CRM 2013 as an organization-wide evolution platform consolidates the silos of information organize in many organizations today. Along with this, consolidation of applications into a sole platform drives down adoption costs as the users hold a consistent process not organize in many internally developed applications.

    Challenges with xRM

    Nothing comes for free, and pile solutions with Microsoft Dynamics CRM has its own set of challenges. The skill to rapidly build solutions in Microsoft Dynamics CRM can lead customizers to skip the traditional analysis side and start making changes quickly, leading the solution to miss significant design gotchas. dependence must breathe taken to avoid falling into this trap, which could lead to a potentially flawed implementation.

    Another challenge with xRM is the sometimes-difficult determination of how much of the OOB entities to expend in a new project. Does your process closely align with the OOB process flows and forms? How will changes with the next release repercussion your customizations? This issue is explained more fully in the next section.

    Microsoft Dynamics CRM has a discrete process and design model; screens and forms labor in a specific manner. If the user community has different expectations, that can lead to extensive customizations, reducing the value of the xRM platform option or making user adoption difficult.

    Finally, one of the dangers they survey is when customizers determine to expend unsupported customizations, which may crash when a new release comes out. Customizers should breathe awake of the repercussion of supported customizations and avoid them if at bar nothing possible.

  • For details on supported versus unsupported customizations, survey Chapter 21, “Customizing Entities.”
  • Licensing Considerations

    Licensing options for Microsoft Dynamics CRM repercussion the pile of xRM solutions, and the new lowest cost license is a much option for a unadulterated xRM solution. However, this licensing model does not provide access to the endemic entities, and therefore forces you down an all-or-nothing path.

  • For details on licensing of Microsoft Dynamics CRM, along with the implications for pile xRM solutions, survey Chapter 4, “CRM Online.”
  • Customization in the Wild

    Now that you hold a basic understanding of how to extend Microsoft Dynamics CRM, here are a few examples of customizations “in the wild.”

    Let’s first start with a simple customization: The organization needs to track one additional piece of information for every product sold. This is the Order Product entity and represents a detail line particular for the order. The organization needs an effective date for each individual product, as shown in pattern 3.3.

    The customization shown in pattern 3.3 includes more than just adding the field. They also updated the views within their solution to parade this on each order.

    Moving to the far quit of the xRM spectrum, they hold a solution that is highly customized. The first screen is from the drug testing application described earlier. pattern 3.4 shows the screen from within the Microsoft Outlook client showing the custom entities built for this solution.

    Drilling down on the Samples entity, pattern 3.5 shows the screen capture of the custom entity and some of the fields on the main form. This entity is the core of their system and links via relationships to every other particular listed in pattern 3.4. The links to Requestors and Patients are further down on the screen, and a grid displays the many test results associated with this test sample.

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