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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
Q&A : 96 Real Questions
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Microsoft Microsoft Dynamics 365 Customization
REDMOND, Wash., and SAN JOSE, Calif. — April 25, 2018 — Microsoft Corp. (Nasdaq: MSFT) and Adobe (Nasdaq: ADBE) on Wednesday announced an settlement with 24 Hour health, probably the most nation’s greatest privately owned and operated fitness chains, to deploy Microsoft Dynamics 365 and Adobe experience Cloud throughout its network of more than 420 golf equipment nationwide. this may allow 24 Hour fitness to dramatically raise its skill to offer more customized and unified digital experiences for participants all the way through every contact factor in their fitness adventure. With technology integrations throughout Microsoft company purposes and Adobe experience Cloud, 24 Hour fitness is investing in a combined cloud platform to have interaction its participants and prospects with extremely customized experiences (see video).
“we now have a chance to establish a new bar throughout the industry by way of providing personalized digital interactions to our participants that are available 24 hours a day, at domestic, on the street or in the health club,” said Frank Napolitano, president, 24 Hour fitness. “It’s no longer a simple feat to obtain this with pretty much four million members. Adobe is empowering us to create mass client personalization that scales, all employing the Microsoft Dynamics 365 platform. In doing so, we are stronger placed to serve our participants the workouts and health and fitness information they in reality need and wish.”
24 Hour fitness is accomplishing a experience to digitally radically change its operations with the aid of combining purposeful departments to give a single view of participants and guests, messaging, and efficiency. built-in cloud options from Adobe and Microsoft will help 24 Hour fitness with scale, security and outreach together with AI and computing device learnings to streamline its business and fasten greater intentionally to its members.
“Adobe and Microsoft are on the center of how we usher in critical data, draw intelligent insights, and then how we act upon these insights throughout all our channels holistically,” talked about Tom Lapcevic, govt vice president and chief advertising and marketing officer, 24 Hour health. “Our mission is to aid people enrich their lives every day through health, both internal and outside our golf equipment. So, no matter if or not it's e-mail communications with a member, a cell push notification or an SMS communication, we make sure that every one our channels are in sync with what the wants of that individual are. It’s about giving every one of our individuals and guests a stronger and more customized experience — and ultimately the effects they desire.”
24 Hour fitness already leverages Adobe crusade for email, SMS and cellular push messaging, and Adobe goal for personalization across channels. Integration with Microsoft Dynamics 365 for revenue will allow 24 Hour health to leverage sales statistics for member and guest insights, offering a single view of the client that will also be used to customise experiences. for example, 24 Hour fitness can customize presents, corresponding to own working towards thoughts in accordance with loyalty, pursuits and geography. moreover, the 24 Hour health 24GO customized teaching platform, powered by using Adobe experience supervisor for content material administration and beginning, mixed with Microsoft Dynamics 365 gives custom workout routines, at-domestic programming, development and purpose tracking, and sophistication schedules — all within a single dashboard. As neatly, the monthly digital magazine 24Life offers experts to help you consider, eat, stream and get better enhanced.
“24 Hour health is at the forefront of offering awesome personalised customer experiences throughout new client acquisition all of the means via offering ongoing member capabilities,” spoke of Alysa Taylor, time-honored supervisor, Microsoft enterprise applications & business group. “in conjunction with Adobe, we’re committed to empowering digital transformation with 24 Hour health and are proud to be a part of them in their efforts to advance surprising experiences that can revolutionize their trade and extra engage their participants.”
“delivering personalization at scale is the holy grail when it comes to how fitness groups engage with members,” stated Dave Welch, vp, Microsoft options, Adobe. “24 Hour health is in a position to achieve precisely this by way of harnessing the interesting merits of Adobe and Microsoft’s joint options. This may also be a game-changer that truly transforms the member event.”
At Adobe Summit 2018 ultimate month, Microsoft and Adobe outlined new native know-how integrations between Adobe experience manager and Microsoft Azure, Adobe campaign and Microsoft Dynamics 365, and Adobe Analytics and Microsoft energy BI. The companies together serve greater than 60 international manufacturers today, empowering businesses to assemble customer insights, making a single view of the consumer that may also be used to customise experiences across advertising touchpoints. extra guidance on these joint options will also be found right here.
Adobe is altering the area through digital experiences. For extra assistance, consult with www.adobe.com.
Microsoft (Nasdaq “MSFT” @microsoft) enables digital transformation for the period of an intelligent cloud and an clever facet. Its mission is to empower every grownup and each organization on the planet to achieve more.
For more suggestions, press most effective:
Microsoft Media relations, WE Communications for Microsoft, (425) 638-7777,
Melissa Chanslor, (415) 832-5489, email@example.com
word to editors: For extra assistance, news and perspectives from Microsoft, please talk over with the Microsoft information middle at http://news.microsoft.com. internet hyperlinks, cellphone numbers and titles had been suitable at time of e-book, but can also have modified. For additional counsel, journalists and analysts may additionally contact Microsoft’s fast Response group or different appropriate contacts listed at https://information.microsoft.com/microsoft-public-relations-contacts.
About Sarah Critchley
As a person that is an expert in all features of the application development lifecycle and knowledgeable in a diverse range of areas together with construction, consultancy and challenge administration i'm concentrated, decided and adaptive in any environment on the dreams I goal to obtain.
I have event of leading CRM 2013, 2015 and 2016 projects that required a number of knowledge together with pre-earnings demonstrations and discussions, scoping and designing architecture, writing useful and technical requisites, customisations using out of the box configurations, scripting, plugin development and information migration.
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Microsoft Dynamics 365 Customization and Configuration
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I’ve studied for the latest Microsoft Dynamics 365 Customization and Configuration certification — this is the 6th version of the certification I have 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 all of my study notes.
Business process flows
Order of flows is used if multiple flows are available for your security roles
Users can switch business process flows if their security roles can see multiple business process flows.
A team must belong to a business unit
A team can own records
Business units have 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, single line
There are 9 entities enabled for auto numbering — contracts, cases, articles, quotes, orders, invoices, campaigns, categories and knowledge articles
If you enable Yammer, you cannot disable it.
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 be synchronized (optional)
Dynamics 365 for Outlook Client
Dynamics 365 App for Outlook
Entity properties which cannot be disabled once enabled
Business Process flows
Offline capability for Dynamics 365 for Outlook
Entity properties you can disabled once enabled
Enable for SLA
Allow quick create
Single record auditing
Multiple record auditing
Enable for phone express
Reading pane in Dynamics 365 for outlook
Use custom help
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 work with Exchange Inbox rules
The tracking folders feature must also be 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 same regarding record
You can include an untracked folder inside a tracked folder
If you no longer need to track a folder, it’s a good idea 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 be tracked.
You can track up to a maximum of 25 folders per user account
Any manual changes done to the regarding object in the tracked activity records in Dynamics 365 will be overridden the next time server-side synchronization kicks in. For example, if you have set up a mapping between the Adventure Works folder and the Adventure Works account, all the emails in the Adventure Works Exchange folder will be 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 be overridden the next time server-side synchronization occurs. To change the regarding for any email, move the email to a different folder such as the Inbox.
App for outlook works at server level
Dynamics 365 for Outlook
Server side sync
Email router is dead soon
Server side sync doesn’t need a users outlook to be open
Server side sync works with Dynamics 365 online or on premise and Exchange online or Exchange on premise. Any mixture 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 be configured with a forward mailbox
Stop users synchronising with system settings à Email à incoming email and outgoing email to none
Dashboards can be 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 appear on mobile client
Set available on Phone checkbox to show/hide tabs in mobile
Collapsed tabs still count
Only 5 tabs will show even if it’s less than 75 fields
You have to put fields in the first five tabs for them to appear in a mobile client
Mobile can have specific mobile only controls (sliders)
Business rules can
Show Error Message
Set field values
Clear field values
Set default values
Set business requirement level
Set Visibility (Show or hide fields)
Enable or disable fields
Validate data and show error messages
Create business recommendations based on business intelligence.
Business rules can have 10 Conditional Branches
Business rule scope
· All forms — all forms, quick create and main
· Entity — can run form and server side.
· Entity — server level will run on create or update
· Entity — if server enable will run when data is imported
· Single form scope — only runs for the specified form
· To change scope of business rule you must deactivate first
Sub-grid for Access Teams (must enable entity for access teams)
Access team templates will applying a standard 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 have 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 have security roles
Access teams can’t own records
Access teams are created and managed by CRM
An access team is created when you have 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 be used in resource scheduling
Multiple access teams can be linked to a single record
Access Team Templates, support dynamic record sharing. With the members of an access team being given privileges on specific records based on the access team template.
access teams do not have 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 have 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 possible 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 same removing all the members in the sub grid on the record.
if you change the access rights on Team Template this will only change the access right to new entity records/access teams. Any records already created will use the previous set of privileges.
Access teams with Share access right ticked will mean any user who is in access team will be able to add (share) others to the access team for that record.
Users cannot grant privileges they do not have. So a user can only add new 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 be seen by doing an advanced find and select Team Type = access
Access Team created automatically have the is system managed field set to true
Access Teams can be un ticked on an entity (unlike Queues)
If you want to delete a Access Team Template you will need to remove all the sub grids using that specific Access Team Template before you can delete it.
Below are the following entity assets
Relationships (1:N, N:1, N:N)
You don’t have select all the entity assets
You can add the entire entity by checking the Add All 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 Business process flow on an entity
Once an entity is enabled BPF you cannot disable it.
Each entity can have no more than 10 activated business process flows
Multi-entity process can use no more than five entities.
A business flow has a primary entity but can span multiple
Branches can be only 5 levels deep
Set scope to Entity if you want a business rule to run 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 field is changed which the rule conditions are set to check e.g Form OnLoad and Field OnChange
Business rules action will run only if condition is true
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 make 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 run in real time
Rollup fields can be run by workflows or business rules
Rollup fields can be refreshed manually or triggered by a workflow
Rollup Fields are automatically rolled up 12 hours after they are created
A workflow can’t be triggered by the rollup field updates.
Custom action Limitations
Highlights from the link above — click the link to see al
Actions are created using a Workflow entity record
Can be associated with a single entity or be global Can be associated with a single entity or be 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.
Always runs under the security context of the calling user.
Supports input and output arguments.
Isn’t supported with offline clients.
Can be invoked by a web service method call.
Can be invoked directly from a workflow.
Dynamics 365 Online Limitations
Highlights from the link above — click the link to see all
Need to be created by a Microsoft service engineer, create a support request
Fetch XML Limitations
10 linked entities
No Right Outer Join
No SQL Functions
No Sub Queries
No support for Union
No Case/When type functionality
Can’t compare 2 fields directly
50,000 records per query aggregate
5,000 records per query (paging for more)
Can’t run when the record is saved
Can’t interact with tabs or sections
OnChange events are not triggered when business rules set a field value
Rules with invalid references are not ran, there will be 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 close and re-open the app for changes
Must create a separate rule to clear actions of a previous rule, if necessary
Saved queries, charts, and visualizations can have a mx of 10 unique calculated fields
The calculated field values are not displayed in Outlook Offline mode
A max number of chained calculated fields is 5
Can’t refer to itself or have cyclic chains
Can’t access parental fields with a multi-entity Lookup
Sorting is disabled on:
· A calculated field that contains a field of a parent record
· A calculated field that contains a logical field (for example, address field)
· A calculated field that contains another calculated field
Can only span 2 entities
Can’t trigger workflows or plug-ins
Can’t change an existing simple field to a calculated field
Duplicate detection rules are not triggered on calculated fields
Max of 100 per organization
Max of 10 per entity
Can’t trigger workflows
Can’t be used in a workflow wait condition
A rollup over the rollup field is not supported
Can’t reference a calculated field 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 be done over N:N relationships
Can’t be done over 1:N relationship for the Activity entity or the Activity Party entity
Aggregated under the system user context, all users see the same rollup field value
Recursion is not supported
Max batch size of 1,000 requests (Hosk comment — may have been in reduced to 100 in version 9)
Max concurrent calls of 2
Mutliselect Option Set
The field cannot be used in Business Rule, BPF, Workflows — Create n Update Step, Not available as filtering attribute in Plugin.
XrmToolBox can be used to simplify many tasks. With so many tools now listed, a newcomer may wonder what others are using it for to maximum benefit.
XrmToolBox is a Windows application that connects to Microsoft Dynamics 365 for Customer Engagement and Dynamics CRM, providing tools to ease customization and configuration tasks. It is shipped with more than 30 plugins to make administration, customization, and configuration tasks easier and less time consuming.
In this article we will explore ten of our favorite XRMToolBox tools, exploring what they do and why they are so useful.
How is it used?
Documentation is available through the wiki of XrmToolBox Github's repository. All the information regarding the prerequisites, connection, tools description, how to use 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 have for all 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 be performing customizations that were previously only possible by time consuming and error-prone manual editing of RibbonDiff Xml.
Microsoft shared the 2017 Spring (version 9) Dynamics 365 Customer Engagement release (previously known as Dynamics CRM.) From my perspective, the biggest enhancements are a new user interface (UI), more componentized platform design and new SMB CRM sales and marketing suite. Based on my Dynamics 365 review, here are the most interesting new capabilities.
A new UI referred to as the Unified Interface reduces white space and adds styling additions such as page borders, uniform spacing, color themes, text wrapping and field controls styling. It adheres to Responsive Design for write once, deploy anywhere reusability, is used for both online and offline operation, and is form factor adaptive across platforms and devices. It will first be released with SMB Sales, SMB Marketing and Customer Service, and later released for the Enterprise CRM suite.
As part of the Unified Interface, the Social Pane (aka social pain) which uses tabs to display posts, activities and notes has been replaced with a single time line view. The Activity Timeline includes new configuration options to specify which activities and activity fields display for each activity type and a “What you missed” view – which displays changes for a record since it was last accessed.
Customer Insights now extends machine learning and algorithms to include Predictive Match (links various identities of the same customer among multiple channels and systems), Predictive Scoring (forecasts outcomes) and Segmentation. This is one those powerful capabilities that advance CRM software from a data entry tool to information delivery platform.
Organizational Insights provide the constructs to display telemetrics for measures such as user adoption, software utilization, system performance, error history, data storage, plug-ins, and can also be used to adjust user licensing and license types based on actual software utilization.
Selective offline operation allows you to select which CRM modules are available for which users for mobile app offline operation. Offline enabled and online only apps can coexist.
Mobile CRM now includes more custom controls and the ability to switch forms.
Virtual entities use web services to integrate and display data residing in external systems as CRM entities. The virtual data is an alternative approach to replicating data and can be included in Dynamics 365 work streams such as business process automation.
With this release the CRM software further evolves from a monolithic platform to more componentized marketing, sales and service applications. This platform and application code separation removes (some) inter-module dependencies and facilitates more focused test cycles and more narrow release cycles (i.e. promotion cycles and hot fixes).
Despite the semi-recent $26B acquisition, the LinkedIn integration capabilities are somewhat muted in this release. There is a capability to embed LinkedIn information within the account, contact or opportunity records. Information such as News Mentions, Shares, job changes and activities can be dynamically updated. Team Connections can identify social circles for introductions. Data can be migrated between systems so that the LinkedIn Sales Navigator syncs limited contact data with Dynamics 365.
Dynamics 365 Gaps
While the CRM release is a nice step forward, several gaps remain.
There is waning support for on-premise software operation. Most of Microsoft’s biggest releases – such Field Service, Power BI, POS, Flow, PowerApps, Common Data Services (CDS) and more – are not available on-premise. Microsoft’s advantage of offering online or on-premise delivery choice is becoming less of an advantage.
There is still no routing and approval processing capability. This is a big gap for larger companies where approval processing is pervasive.
Still no Lifecycle Services (LCS) for CRM. The existing Application Lifecycle Management (ALM) is basic and laborious and does not support a DevOps operation.
The Dynamics 365 Business Edition Sales and Marketing apps are further delayed. The Business Edition is designed as a reduced feature set at a lower price point. Extensibility is also limited. For example, the SMB suite limits third party (ISV) apps to only the CRM software standard entities. Business Edition can migrate up to the Enterprise Edition, however, it appears Enterprise Edition cannot downgrade to the Business Edition. There’s some talk of using Business Edition and Enterprise Edition CRM within the same instance, but that availability appears to be further down the road.
The new bulk email and marketing automation capabilities in Business Edition will not available in the Enterprise edition. This is a big gap that requires companies to procure a third-party marketing solution.
The Elephant in the Room
Will this release close the gap with Salesforce? Probably not. While Microsoft is the primary challenger to the market share leader, Salesforce’s market share is at least 8 times larger and the gap is expanding as the top CRM software provider continues to grow at about 7 times Microsoft (Salesforce CRM sales of about $7B compared to Microsoft estimated $1B over last 12 months). IMHO, Microsoft’s failure to decrease the gap with Salesforce is primarily due to lack of innovation. Unlike top competitors that embraced cloud delivery early, pioneered social business capabilities, deliver integrated marketing automation and offer real Customer Experience technologies, Microsoft’s strategy is more of a fast follower. While this strategy won’t secure a market leader position, it’s not necessarily bad for customers as long as Microsoft delivers the technology to help companies engage customers and deliver relevant, personalized, contextual and predictive Customer Experiences in a reasonable timeframe. Hyping industry buzzwords such as “Customer Experience” and “reimagined UI, reimagined controls and reimagined (insert new feature here)” falls short from delivering the tools and constructs to bring these customer imperatives to life.
Dynamics 365 Roadmap
Looking ahead, Microsoft has identified 5 top investment priorities for the next 12 months – User Experience, Customer Insights, Relationship Sales, Business Edition and a more extensible application platform. Additionally, Microsoft will continue its Dynamics 365 direction of further integrating CRM and ERP software in one fully integrated enterprise software suite.
Republished with author's permission from original post.
Categories: Blog • Enterprise Technology
Chuck is an Editor at CRMsearch.com and CEO of Vantive Media - a technology media company for business and IT leaders seeking to advance their organizations and careers by advancing their business technology strategy, performance and results.
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