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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 name : Microsoft Dynamics CRM Customization and Configuration
Vendor name : Microsoft
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Microsoft Microsoft Dynamics CRM Customization

Microsoft Dynamics 365 vs Salesforce: 2019 CRM evaluation | real 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 exist capable of generate annual revenues within the latitude of $26 to $28 billion.

Given the ordinary expansion of the Salesforce choices, it’s now not limpid how plenty of that boom will exist exceptionally driven with the aid of CRM. but overseas information Corp. (IDC) estimates that Salesforce has a 20 % partake 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 apt deal later climb than Salesforce within the cloud. while Microsoft has won CRM partake of late, it’s expense 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 furthermore characterize Salesforce’s most formidable rival. however the momentum Salesforce already has will exist certain that it could exist a dominant CRM constrain to exist 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 tryst Plan, a full CRM suite, is $one hundred fifteen/consumer/month; the Unified alternate options way is $190/consumer/month; the Dynamics 365 way is $210/person/month.

Microsoft expenses a higher month-to-month climb 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 Come up with an implementation of Microsoft Dynamics 365 CRM that charges lower than a similar case of Salesforce. every organization should soundless cautiously evaluate the total can impregnate of either platform when gross the facets and capabilities they require are wholly loaded.

Ease of Use

both choices handle initiatives corresponding to contact and account management, territory administration, and sales forecasting. however Salesforce has now not handiest invested heavily in making certain 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 pick capabilities of herbal language processing and synthetic intelligence (AI) technologies to Have interaction with its functions. Microsoft is furthermore 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 real “out-of-the-field” utility event. both purposes should soundless exist carried out following a smartly-described set of most reliable 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 progress rig to tackle extra advanced initiatives. Salesforce has made purchasable a Lightning low-code construction platform that can exist 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 Have both invested heavily in consumer guide. they Have furthermore each built extensive associate networks that provide shoppers with a wide array of back alternate options.

facets & Add-ons 

both Microsoft and Salesforce develop attainable a wide purview of complementary purposes via their respective app outlets. but Salesforce has an intensive set of complementary cloud applications that handle every minute thing from advertising to customer service.

related CRM evaluation Articles  the way to develop a conclusion 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 large advantages in terms of capabilities, agencies will no longer effectively exist in a position to push aside Microsoft. in many cases, the basic implement that smaller companies depend on to manage contacts is Microsoft Outlook. Migrating to Microsoft Dynamics 365 CRM can study affection the next most sensible transition.

Our recommendation if your enterprise depends on other Microsoft items 

Microsoft furthermore offers a course for integrating its CRM utility with the leisure of the Microsoft Dynamics 365 ERP software. ultimately, Microsoft furthermore got LinkedIn, which gives a direction to integrating its CRM with one of the vital most generally employed convivial 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 way to navigate Salesforce applications. Getting revenue groups to are looking to employ a CRM software in the first location is rarely a straightforward task. Getting them to embrace an utility they don’t already recognize should exist would becould very well exist one problem too many.

Microsoft Dynamics 365 customer Insights allows corporations to carry customized client experiences | real 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 unique view of consumers and derive knowing 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 intend you can:

Get a holistic view of shoppers

  • join gross 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 pick motion

  • Act and spark off: ascertain and create extravagant expense segments to dash company techniques and convey targeted messages and content.
  • Spot tendencies and patterns: gain actionable insights with configurable metrics and KPIs
  • Predict client intent: accept assistance on the next foremost motion and foretell churn by using leveraging AI and custom computer gaining information of algorithms.
  • Adapt and extend

  • Take motion: drive personalised tryst with contextual consumer insights infused at once in enterprise functions similar to Dynamics 365 for sales, carrier, and advertising or any other application using rich 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 employ 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: aid your traffic assist information privateness and GDPR compliance with traffic in a position security and constructed-in governance tools
  • invest with confidence: establish 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 information of extra about this new provider here.

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

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


    3CLogic CTI

    All agent-facing name controls can exist organize in a unique CTI window, viewable concurrently with the CRM.


    3CLogic Dashboard

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


    3CLogic activity Log

    instantly log gross actions for an entire tryst 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 avow 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, gross on a unique 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 name 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 deep 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 employ cases they limpid up through dynamic and ingenious client journeys. here's a different case of how systems of information [CRM or Service Management solutions] and cloud name core options should exist – 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 back enterprise users find utility as a carrier (SaaS) solutions tailor-made to their traffic from Microsoft and its partners. each avow purchasable on AppSource undergoes a Microsoft-led vetting manner for certification. relocating ahead, with 3CLogic’s CTI & Contact core avow checklist in AppSource, customers can pick enjoyment 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 exist groundwork 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 muster controls are located in a unique CTI window, viewable concurrently with the CRM.


    codecs purchasable:


    View real-time stats and KPIs from a unique location to quickly and simply develop recommended selections.


    codecs available:


    instantly log gross activities for a complete tryst 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 | real 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 aptitude to manage the sales process from discontinuance to end, to transmit accurate, branded, professional quotes and sales proposals, and report on the buyer interaction with those quotes.

    Fortunately, CPQ (Configure expense Quote) software integrated with Microsoft Dynamics, enables sales teams to configure complex pricing easily and respond to buyer requests for quotes quickly, two factors which heavily repercussion the customer suffer and the likelihood of a sale. Add to that the benefit of visibility into every quote, and you can observe how CPQ takes CRM from benchmark 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 critical technologies to back CRM. But, how enact you select the privilege CPQ for Microsoft Dynamics that integrates seamlessly to create a rich user suffer that will elevate your sales process and maximize your sales team’s productivity?

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

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

    Easy to Use

    Sales reps visage 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 necessity to exist prepared to partake the privilege content with buyers at the privilege time in their buying journey. gross of this can exist accomplished with a CPQ that incorporates guided selling using a sales playbook.

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

    Robust Yet Agile

    A productivity-enhancing CPQ will comprehend features that streamline the sales process, yet exist agile and customizable to your organization’s needs. study 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 benefit of branded templates, but study for a CPQ that can generate customized documents as well.

    Flexible features aren’t the only benefit 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 effortless to set-up and configure, and one that doesn’t require a developer to write custom code, will aid 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. study for a CPQ that provides ongoing back beyond initial set up so you Have aid should issues arise or when you necessity additional customization of the software. colleague with a CPQ vendor that is effortless to toil with and makes customer back a top priority.

    Scalable for Growth

    As your traffic grows, you necessity CPQ software that will grow with your company. A vendor dedicated to CPQ will exist able to back you as your traffic grows. continual 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 complex Pricing Models

    For companies that necessity to configure complex 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 back complex pricing options including subscriptions, leases, add-ons, and bundled pricing. Features tailored to configuring complex 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 Have the best close 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, traffic Applications and Industry, Microsoft resonates with us at 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 belt 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 | real questions and Pass4sure dumps

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

    XrmToolBox is a Windows application that connects to Microsoft Dynamics 365 for Customer tryst and Dynamics CRM, providing tools to ease customization and configuration tasks. It is shipped with more than 30 plugins to develop 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. gross 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 implement has saved hours of time for creating, updating and managing the web resources of Dynamics 365/CRM. This is a must Have for gross developers.

    2) Ribbon Workbench

    The Ribbon Workbench implement 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.

    Why employ Microsoft Dynamics CRM for xRM Application Development? | real questions and Pass4sure dumps

    This chapter is from the engage 

    With early versions of Microsoft Dynamics CRM, system administrators could develop 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 flat 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 progress platform, or a “framework” by which these custom/specific applications could exist developed.

    Why would someone want to employ 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 effortless programmatic manipulation of data
  • Structured framework, providing standardized approach to data
  • Native integration to the leisure of the Microsoft stack (Excel, Word, and so on) as well as SharePoint
  • Highly scalable architecture
  • Delegation of user interface progress 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 progress is that you can soundless leverage the autochthonous features of CRM (something that every organization needs).

    An case of this is the drug testing solution explained earlier. Yes, they received exactly what they wanted with an application, but they can furthermore employ 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 section of the traffic process. Extending CRM is effortless to enact 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 progress 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 progress platform consolidates the silos of information organize in many organizations today. Along with this, consolidation of applications into a unique platform drives down adoption costs as the users Have a consistent process not organize in many internally developed applications.

    Challenges with xRM

    Nothing comes for free, and building solutions with Microsoft Dynamics CRM has its own set of challenges. The aptitude 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 critical design gotchas. dependence must exist taken to avoid falling into this trap, which could lead to a potentially flawed implementation.

    Another challenge with xRM is the sometimes-difficult conclusion of how much of the OOB entities to employ 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 toil 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 observe is when customizers settle to employ unsupported customizations, which may smash when a new release comes out. Customizers should exist conscious of the repercussion of supported customizations and avoid them if at gross possible.

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

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

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

    Now that you Have 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 furthermore updated the views within their solution to parade this on each order.

    Moving to the far discontinuance of the xRM spectrum, they Have 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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