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MB2-716 exam Dumps Source : Microsoft Dynamics 365 Customization and Configuration
Test Code : MB2-716
Test name : Microsoft Dynamics 365 Customization and Configuration
Vendor name : Microsoft
: 96 actual Questions
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Salesforce has spent the final twenty years edifice a $13 billion company, mostly on the returned of a CRM application delivered as a cloud provider. In its most fresh monetary suggestions, Salesforce forecasts it expects to obtain $16 billion in earnings next 12 months, and within the next 4 years could exist in a position to generate annual revenues in the compass of $26 to $28 billion.
Given the overall growth of the Salesforce offerings, it’s now not limpid how a entire lot of that boom might exist specially pushed by using CRM. but alien facts Corp. (IDC) estimates that Salesforce has a 20 percent participate of a CRM market that continues to exist the fastest starting to exist sector of the commercial enterprise IT market.
when it comes to capabilities, the Microsoft Dynamics 365 CRM application is very corresponding to the comparable Salesforce offering. however Microsoft obtained a a entire lot later birth than Salesforce within the cloud. whereas Microsoft has received CRM participate of late, it’s cost noting that Salesforce’s three nearest rivals mutually quiet account for under 20 percent of the measure market so Salesforce continues to exist the top-quality CRM utility issuer when it comes to market dimension.
Microsoft, future, may additionally signify Salesforce’s most bold rival. however the momentum Salesforce already has will invent inevitable that it should exist a preponderant CRM drive to exist reckoned with neatly into the next decade.What are the Similarities & adjustments between Microsoft Dynamics 365 and Salesforce?
cost Salesforce Pricing
Small industry essentials is $25/consumer/month (billed annually), Lightning skilled $75/user/month, and Lightning commercial enterprise $one hundred fifty/user/month.Microsoft Dynamics 365 Pricing
The client rendezvous Plan, a plenary CRM suite, is $115/user/month; the Unified alternatives passage is $a hundred ninety/person/month; the Dynamics 365 passage is $210/user/month.
Microsoft costs a more robust monthly starting cost. however can pervade comparisons are closely based on the variety of modules employed and with the aid of what forms of clients. it is possible, as an example, to assemble a hold of an implementation of Microsoft Dynamics 365 CRM that charges below a comparable specimen of Salesforce. each and every corporation should quiet carefully evaluate the total can pervade of both platform when sum of the points and capabilities they require are fully loaded.Ease of Use
each offerings address projects equivalent to contact and account administration, territory administration, and earnings forecasting. but Salesforce has no longer simplest invested heavily in making inevitable its application constantly manifests on distinctive endpoints. additionally, Salesforce has invested closely in an Einstein platform that makes it workable for terminate clients to Take advantage of herbal language processing and simulated intelligence (AI) applied sciences to gain interaction with its purposes. Microsoft is besides dedicated to investing in identical AI applied sciences, however as AI applies to CRM, Salesforce is significantly forward.Implementation
regardless of whatever thing promises are made, neither Microsoft nor Salesforce gives a accurate “out-of-the-field” software journey. both functions should exist carried out following a well-defined set of exemplar practices ideally overseen by using a licensed advisor.Customization
Microsoft makes it workable to personalize some points of its CRM, whereas making accessible a application development kit to tackle more advanced tasks. Salesforce has made obtainable a Lightning low-code development platform that may besides exist employed by means of each energy clients and knowledgeable developers to customize its cloud applications to very nearly any degree possible.Integrations
The Microsoft Dynamics 365 CRM providing suits smartly inside the context of the higher Dynamics 365 platform, which provides connections to Microsoft vigor BI and PowerApps. Microsoft Dynamics 365 CRM is additionally a greater herbal extension of Microsoft workplace 365.
In contrast, Salesforce has invested heavily in making confident its CRM cloud offering integrates with a wide selection of purposes and, following its fresh acquisition of Mulesoft, will more tightly combine its CRM offering with an integrated platform-as-a-carrier (iPaaS) atmosphere.customer guide
Salesforce and Microsoft gain each invested heavily in consumer help. they gain got besides both built huge companion networks that give shoppers with a tall compass of steer alternatives.facets & Add-ons
each Microsoft and Salesforce invent obtainable a wide array of complementary purposes by passage of their respective app retailers. but Salesforce has an in depth set of complementary cloud functions that ply every microscopic thing from advertising and marketing to customer provider.linked CRM evaluation Articles how to conclude which is choicest on your circumstance
Our recommendation for little and Medium Sized companies (SMB)
while Salesforce naturally has some huge benefits when it comes to capabilities, organizations will now not with no anguish exist capable of propel aside Microsoft. in lots of cases, the fundamental device that smaller organizations signify on to manage contacts is Microsoft Outlook. Migrating to Microsoft Dynamics 365 CRM can loom love the subsequent most logical transition.Our recommendation if your enterprise relies on different Microsoft products
Microsoft additionally provides a route for integrating its CRM utility with the relaxation of the Microsoft Dynamics 365 ERP application. ultimately, Microsoft additionally bought LinkedIn, which offers a direction to integrating its CRM with one of the crucial most widely employed convivial media networks, relied on by passage of enterprise specialists.The CRM that most earnings groups choose
nonetheless, there are many greater income groups that exist conscious of a passage to navigate Salesforce applications. Getting sales groups to wish to employ a CRM software in the first district isn't a straightforward task. Getting them to involve an software they don’t already exist conscious of can exist one challenge too many.
Microsoft lately announced the established availability of Dynamics 365 consumer Insights. This new offering from Microsoft brings together client facts to gain to present a sole view of clients and derive sagacious insights from them. it'll empower advertising, earnings, and service experts to deliver much one-on-one interactions with consumers. Dynamics 365 consumer Insights will let you:
Get a holistic view of purchasers
release insights and Take motion
Adapt and prolong
count on a productive and depended on platform
It charges $1,500 per tenant/month. exist trained greater about this new carrier right here.
Shailesh Wath is a D365 box carrier Architect with CloudFronts technologies. Shailesh designs and boost device as per customer wants and has a wide experience of migrating different purposes to D365 box provider & PSA. Shailesh has labored on many client projects of world implementation. Shailesh has adventure in .internet and Java purposes edifice with complete adventure of 15 years.
CloudFronts is a Microsoft certified Gold accomplice which offers finished Dynamics 365 (consumer Engagement, Finance and Operations, industry principal) implementations, power BI Analytics, workplace 365 and Azure Infrastructure features. The group has deep learning in providing and aiding the customers via sum facets of their implementation from strategic expertise consulting and street-map, necessities assessments, undertaking implementation, practicing, migration to submit fade reside managed services and aid. The company has massive adventure in digitally remodeling corporates in sectors such as banking & economic features, knowledgeable capabilities, pharmaceutical, manufacturing, F&B, retail, agro-tech, non-profit and several others.
CloudFronts commenced its operations within the 12 months 2012 to empower agencies sum over the world, consequence greater with know-how. Take a glance at their customer success studies right here: https://www.cloudfronts.com/customer-success/
live updated on their LinkedIn web page: https://www.linkedin.com/company/cloudfronts/
extra about Shailesh Wath
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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 faculty to manage the sales process from terminate to end, to transmit accurate, branded, professional quotes and sales proposals, and report on the buyer interaction with those quotes.
Fortunately, CPQ (Configure cost Quote) software integrated with Microsoft Dynamics, enables sales teams to configure involved 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 capitalize of visibility into every quote, and you can see how CPQ takes CRM from measure to spectacular.
Then there’s the expand in productivity. Automating sales quotes and proposal generation frees sales reps to expend more time talking to potential customers. Less time spent on administrative tasks means more opportunities to expand revenue.
CPQ is commonly ranked as one of the most censorious technologies to advocate CRM. But, how consequence you select the right CPQ for Microsoft Dynamics that integrates seamlessly to create a moneyed user experience that will elevate your sales process and maximize your sales team’s productivity?Aligned with indigenous 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 indigenous MS Dynamics user experience, making it facile 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 gain to leave the platform to employ a part tool, greatly increasing user adoption and ease of use.Easy to Use
Sales reps kisser many challenges when working with buyers. They must exist 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 requisite to exist prepared to participate the right content with buyers at the right time in their buying journey. sum of this can exist accomplished with a CPQ that incorporates guided selling using a sales playbook.
A CPQ that is facile to employ and includes features such as sales playbooks and pre-configured rules for pricing and discounting will expand adoption of the software and dwindle new hire onboarding time. You and your sales team will capitalize 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 involve features that streamline the sales process, yet exist agile and customizable to your organization’s needs. glance 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 capitalize of branded templates, but glance for a CPQ that can generate customized documents as well.
Flexible features aren’t the only capitalize 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 facile to set-up and configure, and one that doesn’t require a developer to write custom code, will assist 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 right CPQ for you. glance for a CPQ that provides ongoing advocate beyond initial set up so you gain assist should issues arise or when you requisite additional customization of the software. ally with a CPQ vendor that is facile to drudgery with and makes customer advocate a top priority.Scalable for Growth
As your industry grows, you requisite CPQ software that will grow with your company. A vendor dedicated to CPQ will exist able to advocate you as your industry grows. continuous 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 industry growth.Supports involved Pricing Models
For companies that requisite to configure involved 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 advocate involved pricing options including subscriptions, leases, add-ons, and bundled pricing. Features tailored to configuring involved 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 gain 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 exist more successful.CPQ Fulfills Microsoft’s Sales Vision
This quote from Alysa Taylor, Corporate Vice President, industry Applications and Industry, Microsoft resonates with us at DealHub.io and their mission to offer 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 ›
I’ve studied for the latest Microsoft Dynamics 365 Customization and Configuration certification — this is the 6th version of the certification I gain passed. Each time I Take the certification, I learn something new 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 new things I learnt and built on top of the previous notes. So if you are studying for the exam you want to read sum of my study notes.
Business process flows
Different email architecture/Dynamics 365 mixes
Entity properties which cannot exist disabled once enabled
Entity properties you can disabled once enabled
App for outlook works at server level
Business rules can
· sum forms — all forms, quick create and main
· Entity — can race profile and server side.
· Entity — server smooth will race on create or update
· Entity — if server enable will race when data is imported
· sole profile scope — only runs for the specified form
· To change scope of industry rule you must deactivate first
Facts and stats about Access Teams, the bits below are useful for those who study MB2–703
Below are the following entity assets
Business process flow
Custom action Limitations
Highlights from the link above — click the link to see al
Dynamics 365 Online Limitations
Highlights from the link above — click the link to see all
Fetch XML Limitations
· A calculated territory that contains a territory of a parent record
· A calculated territory that contains a logical territory (for example, address field)
· A calculated territory that contains another calculated field
Mutliselect Option Set
Chicago, Miller Heiman Group, today announced the launch of a transformative new integration with Microsoft Dynamics 365 for its sales analytics platform, Scout.
Scout by Miller Heiman Group, powered by the Strategic Selling with Perspective™ and Conceptual Selling sales methodologies, uses data and analytics to coach and advocate sellers to Take actions that will help win rates. The mobile-first, subscription-based software leverages the Strategic Selling Blue Sheet – an iconic resource that has helped millions manage involved sales – to steer sellers through the methodology, engage buyers in a compelling passage and assist win active opportunities.
MarTech News: Nativo Acquires SimpleReach, the Brand Content Measurement, and Analytics Platform
The integration will give sales organizations that employ Microsoft Dynamics 365, a family of quick-witted industry applications that involve one of the market’s leading customer relationship management (CRM) platforms, the break to employ Scout to help sales performance with a structured, proven sales methodology and personalized coaching.
Expanding Scout to integrate with leading CRM came from marketplace demand, according to Miller Heiman Group CEO Byron Matthews. “When Scout launched in 2018, the positive feedback they received from clients was overwhelming; they sum wanted technology to reinforce their methodology. With today’s launch of the Microsoft Dynamics 365 integration and the existing Salesforce integration, Miller Heiman Group now seamlessly connects Scout to the largest segments of the CRM universe. This growth is pivotal to helping the sales industry better monitor pipeline, utilize data and grow revenue.”
This adds to the existing integrations already available for Scout, with Salesforce, via a two-way web services integration. Customers can besides purchase Scout as a standalone product without connectivity to a CRM.
“For sales managers, Scout provides real-time insights, allowing them to focus on opportunities that requisite attention now and coach sellers in a more efficacious and personalized way,” said Dana Hamerschlag, Chief Product Officer at Miller Heiman Group. “For sales leaders, Scout illuminates the repeatable sales strategies that most closely correlate with higher win rates, larger deal sizes and faster immediate times, enabling organizations to replicate best practices quickly. “
MarTech News: 33Across Launches repercussion Header Bidding Solution
Both integrations—Microsoft Dynamics 365 and Salesforce—feature configurable two-way RESTful integration handling both asynchronous and real-time data syncing to enable rapid scaling. Added benefits involve sole sign-on and custom language configuration at the user level.
Scout is unique in the marketplace, in that it brings together proven sales methodology with technology to address the frustrations organizations gain with modern CRM systems. Integrating Scout with a company’s existing CRM system enables sales organizations to focus on accurate selling activities, and minimize time on administrative tasks or data entry.
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