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Microsoft MB2-712 Exam Syllabus Topics:
| Topic | Details |
|---|---|
| Configure Microsoft Dynamics CRM (25%) | |
| Configure Dynamics CRM settings | -Configure auditing, document management, and collaboration; configure business units; perform user management; configure email; manage teams |
| Manage Dynamics CRM security | -Understand security roles; define permissions and privileges; configure access levels; configure security roles; assign security roles; work with multiple security roles; manage access; manage security hierarchy |
| Manage and implement Microsoft Dynamics CRM entities, entity relationships, and fields (27%) | |
| Manage Dynamics CRM entities | -Manage entity ownership; manage entity properties; understand system and custom entities |
| Configure field customizations | -Understand and configure fields; configure field properties; use calculated fields; use rollup fields; configure global option sets; create alternate keys; configure field-level security; understand status and status reasons |
| Implement entity relationships | -Understand relationship types; understand cascading rules; work with hierarchical data; understand and configure entity mapping; create connections and connection roles |
| Create and manage Microsoft Dynamics CRM solutions, forms, views, and visualizations (24%) | |
| Create and manage Dynamics CRM solutions | -Understand solution components; identify solution types; create managed and unmanaged solutions; configure publishers and versions; work with multiple solutions; import and export solutions |
| Customize Dynamics CRM forms | -Understand the form structure; build a form; use specialized form components; use access teams and sub-grids; work with navigation; understand form types; use multiple forms; implement form customizations and mobile clients |
| Implement Dynamics CRM views and visualizations | -Understand view types; manage system, public, and personal views; create, modify, and delete views; customize views; customize charts; customize dashboards; use themes |
| Implement business rules, workflows, and business process flows (24%) | |
| Implement and manage business rules | -Understand when to use business rules; understand business rule scopes; understand how business rules are triggered; configure business rules, conditions, and actions |
| Implement and manage workflows, dialogs, and custom actions | -Implement workflows; identify workflow types; implement dialogs and custom actions; identify when to use business process flows, workflow dialogs, and custom actions |
| Implement and manage business process flows | -Understand business process flows; enable business process flows; work with steps, stages, and categories; work with multiple entities; use conditional branching; implement role-driven business process flows |
Reference: https://www.microsoft.com/en-hk/learning/exam-MB2-712.aspx
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