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MB2-716 exam Dumps Source : Microsoft Dynamics 365 Customization and Configuration
Test Code : MB2-716
Test cognomen : Microsoft Dynamics 365 Customization and Configuration
Vendor cognomen : Microsoft
free pdf : 96 real Questions
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Salesforce has spent the ultimate 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 live 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 pellucid how a entire lot of that boom might live specially pushed by using CRM. but strange facts Corp. (IDC) estimates that Salesforce has a 20 percent participate of a CRM market that continues to live the fastest starting to live 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 soundless account for under 20 percent of the touchstone market so Salesforce continues to live 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 obtain confident that it should live a preeminent CRM drive to live reckoned with neatly into the next decade.What are the Similarities & adjustments between Microsoft Dynamics 365 and Salesforce?
cost Salesforce Pricing
Small commerce 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 tryst Plan, a full CRM suite, is $115/user/month; the Unified alternatives draw is $a hundred ninety/person/month; the Dynamics 365 draw is $210/user/month.
Microsoft costs a more robust monthly starting cost. however can charge 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 net a hold of an implementation of Microsoft Dynamics 365 CRM that charges below a comparable sample of Salesforce. each and every corporation should soundless carefully evaluate the total can charge of both platform when every 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 confident its application constantly manifests on distinctive endpoints. additionally, Salesforce has invested closely in an Einstein platform that makes it possible for cease clients to remove advantage of herbal language processing and simulated intelligence (AI) applied sciences to possess 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 legal “out-of-the-field” software journey. both functions should live carried out following a well-defined set of ideal practices ideally overseen by using a licensed advisor.Customization
Microsoft makes it possible to personalize some points of its CRM, whereas making accessible a application progress kit to tackle more advanced tasks. Salesforce has made obtainable a Lightning low-code progress platform that may besides live 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 vim 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 possess each invested heavily in consumer help. they possess got besides both built huge companion networks that give shoppers with a Big compass of lead alternatives.facets & Add-ons
each Microsoft and Salesforce obtain obtainable a wide array of complementary purposes by artery of their respective app retailers. but Salesforce has an in depth set of complementary cloud functions that wield every itsy-bitsy thing from advertising and marketing to customer provider.linked CRM evaluation Articles how to conclude which is choicest on your circumstance
Our recommendation for diminutive and Medium Sized companies (SMB)
while Salesforce naturally has some huge benefits when it comes to capabilities, organizations will now not with no grief live capable of shove aside Microsoft. in lots of cases, the fundamental device that smaller organizations import on to manage contacts is Microsoft Outlook. Migrating to Microsoft Dynamics 365 CRM can materialize enjoy the subsequent most rational 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 artery of enterprise specialists.The CRM that most earnings groups choose
nonetheless, there are many greater income groups that live awake of a artery to navigate Salesforce applications. Getting sales groups to wish to utilize a CRM software in the first area isn't a straightforward task. Getting them to involve an software they don’t already live awake of can live 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 shrewd insights from them. it'll empower advertising, earnings, and service experts to deliver Great one-on-one interactions with consumers. Dynamics 365 consumer Insights will let you:
Get a holistic view of purchasers
release insights and remove motion
Adapt and prolong
count on a productive and depended on platform
It charges $1,500 per tenant/month. live trained greater about this new carrier prerogative 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 smack 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, commerce principal) implementations, power BI Analytics, workplace 365 and Azure Infrastructure features. The group has profound lore in providing and aiding the customers via every facets of their implementation from strategic expertise consulting and street-map, necessities assessments, undertaking implementation, practicing, migration to submit evanesce 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 every over the world, attain greater with know-how. remove a Look at their customer success studies prerogative 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 talent to manage the sales process from cease to end, to route 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 complicated pricing easily and respond to buyer requests for quotes quickly, two factors which heavily impact the customer smack and the likelihood of a sale. Add to that the profit of visibility into every quote, and you can observe how CPQ takes CRM from touchstone to spectacular.
Then there’s the expand in productivity. Automating sales quotes and proposal generation frees sales reps to spend 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 attain you choose the prerogative CPQ for Microsoft Dynamics that integrates seamlessly to create a flush user smack that will elevate your sales process and maximize your sales team’s productivity?Aligned with autochthonous Microsoft Dynamics User Experience
In 2018, Microsoft made some nice user smack 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 light 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 possess to leave the platform to utilize a part tool, greatly increasing user adoption and ease of use.Easy to Use
Sales reps physiognomy many challenges when working with buyers. They must live 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 live prepared to participate the prerogative content with buyers at the prerogative time in their buying journey. every of this can live accomplished with a CPQ that incorporates guided selling using a sales playbook.
A CPQ that is light to utilize 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 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 involve features that streamline the sales process, yet live agile and customizable to your organization’s needs. Look 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 Look 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 light 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 prerogative CPQ for you. Look for a CPQ that provides ongoing advocate beyond initial set up so you possess assist should issues arise or when you exigency additional customization of the software. ally with a CPQ vendor that is light to travail with and makes customer advocate a top priority.Scalable for Growth
As your commerce grows, you exigency CPQ software that will grow with your company. A vendor dedicated to CPQ will live able to advocate you as your commerce grows. ceaseless improvements and updates, taking into account customers’ needs for enhanced functionality, ensures that the CPQ software will grow with you. choose a CPQ vendor that is committed to supporting your long-term commerce growth.Supports complicated Pricing Models
For companies that exigency to configure complicated 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 complicated pricing options including subscriptions, leases, add-ons, and bundled pricing. Features tailored to configuring complicated 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 possess 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 live more successful.CPQ Fulfills Microsoft’s Sales Vision
This quote from Alysa Taylor, Corporate Vice President, commerce 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 area 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 possess passed. Each time I remove 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 every of my study notes.
Business process flows
Different email architecture/Dynamics 365 mixes
Entity properties which cannot live disabled once enabled
Entity properties you can disabled once enabled
App for outlook works at server level
Business rules can
· every forms — all forms, quick create and main
· Entity — can hurry figure and server side.
· Entity — server even will hurry on create or update
· Entity — if server enable will hurry when data is imported
· sole figure scope — only runs for the specified form
· To change scope of commerce 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 observe al
Dynamics 365 Online Limitations
Highlights from the link above — click the link to observe all
Fetch XML Limitations
· A calculated bailiwick that contains a bailiwick of a parent record
· A calculated bailiwick that contains a rational bailiwick (for example, address field)
· A calculated bailiwick 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 remove actions that will better win rates. The mobile-first, subscription-based software leverages the Strategic Selling Blue Sheet – an iconic resource that has helped millions manage complicated sales – to lead sellers through the methodology, engage buyers in a compelling artery and assist win vigorous opportunities.
MarTech News: Nativo Acquires SimpleReach, the Brand Content Measurement, and Analytics Platform
The integration will give sales organizations that utilize Microsoft Dynamics 365, a family of intellectual commerce applications that involve one of the market’s leading customer relationship management (CRM) platforms, the opportunity to utilize Scout to better 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 every 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 exigency attention now and coach sellers in a more effective 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 impact 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 possess with modern CRM systems. Integrating Scout with a company’s existing CRM system enables sales organizations to focus on legal selling activities, and minimize time on administrative tasks or data entry.
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CyberArk [1 Certification Exam(s) ]
Dassault [2 Certification Exam(s) ]
DELL [11 Certification Exam(s) ]
DMI [1 Certification Exam(s) ]
DRI [1 Certification Exam(s) ]
ECCouncil [22 Certification Exam(s) ]
ECDL [1 Certification Exam(s) ]
EMC [128 Certification Exam(s) ]
Enterasys [13 Certification Exam(s) ]
Ericsson [5 Certification Exam(s) ]
ESPA [1 Certification Exam(s) ]
Esri [2 Certification Exam(s) ]
ExamExpress [15 Certification Exam(s) ]
Exin [40 Certification Exam(s) ]
ExtremeNetworks [3 Certification Exam(s) ]
F5-Networks [20 Certification Exam(s) ]
FCTC [2 Certification Exam(s) ]
Filemaker [9 Certification Exam(s) ]
Financial [36 Certification Exam(s) ]
Food [4 Certification Exam(s) ]
Fortinet [14 Certification Exam(s) ]
Foundry [6 Certification Exam(s) ]
FSMTB [1 Certification Exam(s) ]
Fujitsu [2 Certification Exam(s) ]
GAQM [9 Certification Exam(s) ]
Genesys [4 Certification Exam(s) ]
GIAC [15 Certification Exam(s) ]
Google [4 Certification Exam(s) ]
GuidanceSoftware [2 Certification Exam(s) ]
H3C [1 Certification Exam(s) ]
HDI [9 Certification Exam(s) ]
Healthcare [3 Certification Exam(s) ]
HIPAA [2 Certification Exam(s) ]
Hitachi [30 Certification Exam(s) ]
Hortonworks [4 Certification Exam(s) ]
Hospitality [2 Certification Exam(s) ]
HP [752 Certification Exam(s) ]
HR [4 Certification Exam(s) ]
HRCI [1 Certification Exam(s) ]
Huawei [21 Certification Exam(s) ]
Hyperion [10 Certification Exam(s) ]
IAAP [1 Certification Exam(s) ]
IAHCSMM [1 Certification Exam(s) ]
IBM [1533 Certification Exam(s) ]
IBQH [1 Certification Exam(s) ]
ICAI [1 Certification Exam(s) ]
ICDL [6 Certification Exam(s) ]
IEEE [1 Certification Exam(s) ]
IELTS [1 Certification Exam(s) ]
IFPUG [1 Certification Exam(s) ]
IIA [3 Certification Exam(s) ]
IIBA [2 Certification Exam(s) ]
IISFA [1 Certification Exam(s) ]
Intel [2 Certification Exam(s) ]
IQN [1 Certification Exam(s) ]
IRS [1 Certification Exam(s) ]
ISA [1 Certification Exam(s) ]
ISACA [4 Certification Exam(s) ]
ISC2 [6 Certification Exam(s) ]
ISEB [24 Certification Exam(s) ]
Isilon [4 Certification Exam(s) ]
ISM [6 Certification Exam(s) ]
iSQI [7 Certification Exam(s) ]
ITEC [1 Certification Exam(s) ]
Juniper [65 Certification Exam(s) ]
LEED [1 Certification Exam(s) ]
Legato [5 Certification Exam(s) ]
Liferay [1 Certification Exam(s) ]
Logical-Operations [1 Certification Exam(s) ]
Lotus [66 Certification Exam(s) ]
LPI [24 Certification Exam(s) ]
LSI [3 Certification Exam(s) ]
Magento [3 Certification Exam(s) ]
Maintenance [2 Certification Exam(s) ]
McAfee [8 Certification Exam(s) ]
McData [3 Certification Exam(s) ]
Medical [68 Certification Exam(s) ]
Microsoft [375 Certification Exam(s) ]
Mile2 [3 Certification Exam(s) ]
Military [1 Certification Exam(s) ]
Misc [1 Certification Exam(s) ]
Motorola [7 Certification Exam(s) ]
mySQL [4 Certification Exam(s) ]
NBSTSA [1 Certification Exam(s) ]
NCEES [2 Certification Exam(s) ]
NCIDQ [1 Certification Exam(s) ]
NCLEX [3 Certification Exam(s) ]
Network-General [12 Certification Exam(s) ]
NetworkAppliance [39 Certification Exam(s) ]
NI [1 Certification Exam(s) ]
NIELIT [1 Certification Exam(s) ]
Nokia [6 Certification Exam(s) ]
Nortel [130 Certification Exam(s) ]
Novell [37 Certification Exam(s) ]
OMG [10 Certification Exam(s) ]
Oracle [282 Certification Exam(s) ]
P&C [2 Certification Exam(s) ]
Palo-Alto [4 Certification Exam(s) ]
PARCC [1 Certification Exam(s) ]
PayPal [1 Certification Exam(s) ]
Pegasystems [12 Certification Exam(s) ]
PEOPLECERT [4 Certification Exam(s) ]
PMI [15 Certification Exam(s) ]
Polycom [2 Certification Exam(s) ]
PostgreSQL-CE [1 Certification Exam(s) ]
Prince2 [6 Certification Exam(s) ]
PRMIA [1 Certification Exam(s) ]
PsychCorp [1 Certification Exam(s) ]
PTCB [2 Certification Exam(s) ]
QAI [1 Certification Exam(s) ]
QlikView [1 Certification Exam(s) ]
Quality-Assurance [7 Certification Exam(s) ]
RACC [1 Certification Exam(s) ]
Real Estate [1 Certification Exam(s) ]
Real-Estate [1 Certification Exam(s) ]
RedHat [8 Certification Exam(s) ]
RES [5 Certification Exam(s) ]
Riverbed [8 Certification Exam(s) ]
RSA [15 Certification Exam(s) ]
Sair [8 Certification Exam(s) ]
Salesforce [5 Certification Exam(s) ]
SANS [1 Certification Exam(s) ]
SAP [98 Certification Exam(s) ]
SASInstitute [15 Certification Exam(s) ]
SAT [1 Certification Exam(s) ]
SCO [10 Certification Exam(s) ]
SCP [6 Certification Exam(s) ]
SDI [3 Certification Exam(s) ]
See-Beyond [1 Certification Exam(s) ]
Siemens [1 Certification Exam(s) ]
Snia [7 Certification Exam(s) ]
SOA [15 Certification Exam(s) ]
Social-Work-Board [4 Certification Exam(s) ]
SpringSource [1 Certification Exam(s) ]
SUN [63 Certification Exam(s) ]
SUSE [1 Certification Exam(s) ]
Sybase [17 Certification Exam(s) ]
Symantec [135 Certification Exam(s) ]
Teacher-Certification [4 Certification Exam(s) ]
The-Open-Group [8 Certification Exam(s) ]
TIA [3 Certification Exam(s) ]
Tibco [18 Certification Exam(s) ]
Trainers [3 Certification Exam(s) ]
Trend [1 Certification Exam(s) ]
TruSecure [1 Certification Exam(s) ]
USMLE [1 Certification Exam(s) ]
VCE [6 Certification Exam(s) ]
Veeam [2 Certification Exam(s) ]
Veritas [33 Certification Exam(s) ]
Vmware [58 Certification Exam(s) ]
Wonderlic [2 Certification Exam(s) ]
Worldatwork [2 Certification Exam(s) ]
XML-Master [3 Certification Exam(s) ]
Zend [6 Certification Exam(s) ]
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