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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

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down load Microsoft Dynamics CRM 2011 custom Code Validation tool | existent Questions and Pass4sure dumps

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 aid devs find and regain 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 embrace expansive alterations in the net software with a purpose to live 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 halt working or cause 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 silent live without hardship 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 gear 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 passage to choose abilities of its capabilities, builders will should employ a Microsoft CRM account that has privileges to allow the installing of this utility.

“You suffer 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 suffer this privilege,” the Redmond-based software significant explains.

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

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

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because the editor of, Jason oversees sum editorial content on the web site and at their pursuits, in addition to featuring site administration and strategy. He may besides live reached at

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Microsoft Dynamics CRM Customization and Configuration

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

XrmToolBox can live 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 assignation and Dynamics CRM, providing tools to ease customization and configuration tasks. It is shipped with more than 30 plugins to acquire 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 attain and why they are so useful.

How is it used?

Documentation is available through the wiki of XrmToolBox Github's repository. sum 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 suffer for sum 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 live 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 | existent 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 suffer passed. Each time I choose 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 sum of my study notes.

Business process flows

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

  • A team must belong to a traffic unit
  • A team can own records
  • Business units suffer 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, sole line
  • There are 9 entities enabled for auto numbering — contracts, cases, articles, quotes, orders, invoices, campaigns, categories and erudition 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 live synchronized (optional)
  • Email clients

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

    Entity properties which cannot live 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 drudgery with Exchange Inbox rules
  • The tracking folders feature must besides live 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 very regarding record
  • You can embrace an untracked folder inside a tracked folder
  • If you no longer need to track a folder, it’s a advantageous thought 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 live tracked.
  • You can track up to a maximum of 25 folders per user account
  • Any manual changes done to the regarding remonstrate in the tracked activity records in Dynamics 365 will live overridden the next time server-side synchronization kicks in. For example, if you suffer set up a mapping between the Adventure Works folder and the Adventure Works account, sum the emails in the Adventure Works Exchange folder will live 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 live overridden the next time server-side synchronization occurs. To change the regarding for any email, glide 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 extinct soon
  • Server side sync doesn’t need a users outlook to live open
  • Server side sync works with Dynamics 365 online or on premise and Exchange online or Exchange on premise. Any admixture 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 live configured with a forward mailbox
  • Stop users synchronising with system settings à Email à incoming email and outgoing email to none
  • Mobile

  • Dashboards can live 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 loom on mobile client
  • Set available on Phone checkbox to show/hide tabs in mobile
  • Collapsed tabs silent count
  • Only 5 tabs will argue even if it’s less than 75 fields
  • You suffer to build fields in the first five tabs for them to loom in a mobile client
  • Mobile can suffer specific mobile only controls (sliders)
  • Business rules

    Business rules can

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

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

    · Entity — can race form and server side.

    · Entity — server even will race on create or update

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

    · sole form scope — only runs for the specified form

    · To change scope of traffic rule you must deactivate first

    Access teams

  • Sub-grid for Access Teams (must enable entity for access teams)
  • Access team templates will applying a yardstick 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 suffer 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 suffer security roles
  • Access teams can’t own records
  • Access teams are created and managed by CRM
  • An access team is created when you suffer 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 live used in resource scheduling
  • Multiple access teams can live linked to a sole record
  • Access Team Templates, champion dynamic record sharing. With the members of an access team being given privileges on specific records based on the access team template.
  • access teams attain not suffer 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 suffer 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 very removing sum 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 participate access privilege ticked will import any user who is in access team will live able to add (share) others to the access team for that record.
  • Users cannot concede privileges they attain 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 live seen by doing an advanced find and select Team sort = access
  • Access Team created automatically suffer the is system managed realm set to true
  • Access Teams can live un ticked on an entity (unlike Queues)
  • If you want to delete a Access Team Template you will need to remove sum 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 suffer select sum the entity assets
  • You can add the entire entity by checking the Add sum 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 traffic process current on an entity
  • Once an entity is enabled BPF you cannot disable it.
  • Each entity can suffer no more than 10 activated traffic process flows
  • Multi-entity process can employ no more than five entities.
  • A traffic current has a primary entity but can span multiple
  • Branches can live only 5 levels deep
  • Business rules

  • Set scope to Entity if you want a traffic rule to race on the server, not just on the client side
  • Business rules are not triggered when you save a record
  • Business rules are triggered when a record is opened or when a realm is changed which the rule conditions are set to check e.g form OnLoad and realm OnChange
  • Business rules action will race 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 acquire 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 race in existent time
  • Rollup fields can live race by workflows or traffic rules
  • Rollup fields can live refreshed manually or triggered by a workflow
  • Rollup Fields are automatically rolled up 12 hours after they are created
  • A workflow can’t live triggered by the rollup realm updates.
  • Custom actions

    Custom action Limitations

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

  • Actions are created using a Workflow entity record
  • Can live associated with a sole entity or live global Can live associated with a sole entity or live 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 live 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 live invoked by a web service system call.
  • Can live invoked directly from a workflow.
  • Dynamics 365 Online Limitations

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

    Database indexes

  • Need to live created by a Microsoft service engineer, create a champion request
  • Fetch XML Limitations

    ( )

  • 10 linked entities
  • No privilege Outer Join
  • No SQL Functions
  • No Sub Queries
  • No champion for Union
  • No Case/When sort 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 race when the record is saved
  • Can’t interact with tabs or sections
  • OnChange events are not triggered when traffic rules set a realm value
  • Rules with invalid references are not ran, there will live 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 nearby and re-open the app for changes
  • Must create a part rule to lucid actions of a previous rule, if necessary
  • Calculated fields

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

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

    · A calculated realm that contains another calculated field

  • Can only span 2 entities
  • Can’t trigger workflows or plug-ins
  • Can’t change an existing simple realm 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 live used in a workflow wait condition
  • A rollup over the rollup realm is not supported
  • Can’t reference a calculated realm 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 live done over N:N relationships
  • Can’t live done over 1:N relationship for the Activity entity or the Activity Party entity
  • Aggregated under the system user context, sum users note the very rollup realm value
  • ExecuteMultipleRequest

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

  • The realm cannot live used in traffic Rule, BPF, Workflows — Create n Update Step, Not available as filtering impute in Plugin.

  • Estimating Microsoft CRM customization or configuration costs | existent 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 believe it makes sense to distinguish between customization and configuration. Dynamics CRM provides the competence 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 chance records, custom reports or even involved traffic workflows. There are silent some areas where customers with more involved requirements might turn to customization – for example, developing involved integrations with other applications or highly specialized functionality for a specific perpendicular market.

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

  • What data attain I want to metamorphose to Dynamics CRM? What realm or screen changes attain I need to accommodate this data?
  • What traffic processes attain I wish to implement in CRM? For example, does my traffic 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 succeed up and qualification)?
  • What reports attain I wish to provide to my users? Can I leverage the out-of-box reports, or attain I need to create custom reports?
  • What data and other systems attain I need to integrate with CRM? Does the data to live integrated need to live readable, editable and/or searchable in CRM? Does the data need to live accessible for reports?
  • What functionality attain I believe I might need to build as "custom" with Dynamics CRM? Is there a third party Independent Software Vendor (ISV) that might already suffer developed a similar solution that I could leverage? What is the cost of the solution?

    The answers to these questions will aid pilot you to a common even 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 enjoy to further investigate, you may want to reckon working with a skilled Microsoft ally who can aid evaluate your traffic 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 constrain effectiveness Related free pdfmp;A from Richard Smith Six Microsoft accelerators for Dynamics CRM 4.0

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    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

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

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