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MB2-707 exam Dumps Source : Microsoft Dynamics CRM Customization and Configuration
Test Code : MB2-707
Test designation : Microsoft Dynamics CRM Customization and Configuration
Vendor designation : Microsoft
: 90 existent Questions
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Microsoft Microsoft Dynamics CRM Customization
About Sarah Critchley
As an individual that is a professional in consummate features of the software construction lifecycle and expert in a diverse latitude of areas including construction, consultancy and challenge administration i'm focused, decided and adaptive in any ambiance on the goals I goal to obtain.
I actually indulge in event of leading CRM 2013, 2015 and 2016 initiatives that required a number capabilities including pre-sales demonstrations and discussions, scoping and designing architecture, writing functional and technical requisites, customisations the utilize of out of the box configurations, scripting, plugin pile and statistics migration.
I even indulge in a background in gear checking out & reliance the client should accept hold of an nearby product that works to specifications and is of brilliant nice.
greater about Sarah Critchley
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Microsoft Unveils HoloLens 2, Dynamics 365 combined reality Apps
by pass of Kurt Mackie
February 25, 2019
Microsoft this week unveiled the next-generation HoloLens headset and its accompanying Azure Kinect camera, as well as quite a lot of accomplice efforts round combined fact.
The product announcements were Part of Microsoft's keynote talk on Sunday at mobile World Congress (MWC) 2019 in Barcelona. The talk focused on using Microsoft's combined-truth applied sciences for industrial purposes, in addition to some clinical purposes. companion Epic video games pledged to usher HoloLens as an open platform, however there become diminutive else about games consummate through the keynote. It mainly focused on solutions for working environments. The talk's highlights are summarized during this Microsoft announcement, and the keynote can likewise subsist viewed at this web page.
in regards to Microsoft's combined-truth options, Alex Kipman, a Microsoft Technical Fellow for artificial intelligence (AI) and blended fact, described three Microsoft ideas for an open computing future. First, Microsoft is backing an open app model for combined reality, that will permit developers to create their own open application retailers. 2d, Microsoft is assisting an open internet shopping model, and developers can create browsers for it. He introduced that the Firefox reality browser will race natively on HoloLens. Third, Microsoft is making it so that any individual can innovate on its headsets the utilize of open APIs.
HoloLens 2 and Azure KinectHoloLens 2 is bringing greater immersion for users and extra comfort, Kipman talked about. Its out-of-the-box functioning supports 47 pixels per degree of sight, which permits the reading of an eight-factor font. HoloLens 2 adapts to the consumer's hand, which lets the consumer contact holograms, and it likewise adapts to the consumer's eyes.
Kipman claimed that Microsoft has tripled the consolation of the gadget and reduced its weight through making the bottom Part utterly of carbon-fiber fabric. An onstage demo described HoloLens 2 as signing within the consumer when they placed on the headset. It acknowledges the person's hands and calibrates to the person's hand measurement. It scans the ambiance, too, which lets the person feel holograms and indulge in "instinctual interaction."
The HoloLens 2 blended-reality headset. (supply: Microsoft)
Microsoft Azure Kinect changed into described on stage as a small, versatile, clever facet gear that is familiar with people, objects and actions, in accordance with Julia White, company vp for Azure at Microsoft. it subsist a digital camera sensor for HoloLens 2 that was described at eventual 12 months's Microsoft build developer adventure as "assignment Kinect for Azure." She mentioned that DataMesh has been trying out Azure Kinect to create options for auto manufacturing, similar to assessing if worker's are using the prerogative half in the prerogative way. health supervision company Ocuvera is trying out a sensor that signals nurses if a patient is probably going to adventure a fall.
The Microsoft Azure Kinect digicam-sensor gear for HoloLens 2. (source: Microsoft)
The Azure Kinect construction kit expenses $399 and developer partners can order it these days. HoloLens 2 is available for preorder now by pass of partners, but the product can subsist attainable someday this 12 months. The saturate for HoloLens 2 became described as being $three,500 with bundles starting at $a hundred twenty five per thirty days for developers. details are described in Microsoft's pricing page.
New Apps and ServicesAlso newly introduced on the undergo become Dynamics 365 publications, which is a mixed-truth application that lets HoloLens employees view step-through-step guidelines the area they work. Dynamics 365 guides could subsist accessible for companions next year, Kipman referred to, although it's at the preview stage now. Microsoft's other combined-truth apps consist of Dynamics 365 remote support, which lets technicians collaborate on tasks, and Dynamics 365 layout, which helps with actual space designs.
Two current Azure mixed-fact capabilities were introduced: Azure Spatial Anchors, presently at preview, and Azure remote Rendering, at present at private preview. Azure Spatial Anchors is designed to assist create mixed-reality apps with exact mappings for HoloLens, in addition to for Android and iOS contraptions. Azure far flung Rendering aims to limpid up the problem of acquiring enormously actual representations of 3-D content, in response to Kipman. it may exhibit holograms of endless element, he claimed.
The Microsoft HoloLens Customization program become announced. software participant Trimble, a evolution enterprise, took talents of the application to create its Trimble XR10 hard hat for container use, which uses HoloLens 2. Trimble's device should subsist obtainable concurrently HoloLens 2, Kipman indicated.
'Unintended penalties'The MWC19 Barcelona talk kicked off with opening remarks by means of Satya Nadella, Microsoft's CEO. He described an customary connected actual and digital world imaginative and prescient, which can subsist driven by using three breakthroughs. First, computing won't subsist limited to a single device or single datacenter, and it will subsist capable of adapting to touch, speech and gestures. The 2d breakthrough could subsist AI, which is being infused into each interaction. The third leap forward may subsist placing people on the focus of things as a substitute of the device.
Nadella eminent that the subsequent step forward will arrive from a retailer or an auto brand. The purpose is not to swirl into theme on Microsoft but to subsist unbiased with Microsoft, he pointed out.
Nadella added that "at the identical time, i'm clear-eyed about the unintended penalties of those advances." In that regard, Microsoft believes that privacy is a basic human arrogate and that's the intuition why it prioritizes its protection efforts. The focus with AI should no longer subsist on what computer systems can enact but what they should still do, he noted.
Unmentioned during the talk were the potential armed forces aspects of these technologies. despite the fact, an internally circulated missive from Microsoft employees on Friday had appealed to Microsoft's administration that HoloLens may still now not subsist used as an aid to eradicate people, according to a BBC intelligence report.
Microsoft will practicable dwell the course, though, in keeping with its previous responses. In an October weblog post, Microsoft President Brad Smith defended Microsoft's forty-12 months relations with the Pentagon and counseled that employees may accept reassigned if wanted. In January, Microsoft won a $1.7 billion Joint business defense Infrastructure (JEDI) compress to supply cloud features for the arm of defense, which likewise had elicited an employee missive of protest.
Kurt Mackie is senior information producer for the 1105 business Computing group.
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XrmToolBox can subsist used to simplify many tasks. With so many tools now listed, a newcomer may phenomenon 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 build 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. consummate the information regarding the prerequisites, connection, tools description, how to utilize 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 indulge in for consummate 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 subsist performing customizations that were previously only practicable by time consuming and error-prone manual editing of RibbonDiff Xml.
I’ve studied for the latest Microsoft Dynamics 365 Customization and Configuration certification — this is the 6th version of the certification I indulge in passed. Each time I ensnare the certification, I learn something current 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 current things I learnt and built on top of the previous notes. So if you are studying for the exam you want to read consummate 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 view multiple business process flows.
A team must belong to a business unit
A team can own records
Business units indulge in 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 erudition 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 subsist synchronized (optional)
Dynamics 365 for Outlook Client
Dynamics 365 App for Outlook
Entity properties which cannot subsist 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 likewise subsist 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 selfsame regarding record
You can include an untracked folder inside a tracked folder
If you no longer requisite to track a folder, it’s a honorable conception 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 subsist tracked.
You can track up to a maximum of 25 folders per user account
Any manual changes done to the regarding kick in the tracked activity records in Dynamics 365 will subsist overridden the next time server-side synchronization kicks in. For example, if you indulge in set up a mapping between the Adventure Works folder and the Adventure Works account, consummate the emails in the Adventure Works Exchange folder will subsist 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 subsist overridden the next time server-side synchronization occurs. To change the regarding for any email, creep 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 extinct soon
Server side sync doesn’t requisite a users outlook to subsist open
Server side sync works with Dynamics 365 online or on premise and Exchange online or Exchange on premise. Any amalgam 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 subsist configured with a forward mailbox
Stop users synchronising with system settings à Email à incoming email and outgoing email to none
Dashboards can subsist 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 still count
Only 5 tabs will note even if it’s less than 75 fields
You indulge in to allocate fields in the first five tabs for them to loom in a mobile client
Mobile can indulge in specific mobile only controls (sliders)
Business rules can
Show oversight Message
Set realm values
Clear realm values
Set default values
Set business requirement level
Set Visibility (Show or conceal fields)
Enable or disable fields
Validate data and note oversight messages
Create business recommendations based on business intelligence.
Business rules can indulge in 10 Conditional Branches
Business rule scope
· consummate forms — all forms, quick create and main
· Entity — can race figure and server side.
· Entity — server plane will race on create or update
· Entity — if server enable will race when data is imported
· single figure 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 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 indulge in 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 indulge in security roles
Access teams can’t own records
Access teams are created and managed by CRM
An access team is created when you indulge in 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 subsist used in resource scheduling
Multiple access teams can subsist 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 enact not indulge in 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 indulge in 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 practicable 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 selfsame removing consummate the members in the sub grid on the record.
if you change the access rights on Team Template this will only change the access prerogative to current entity records/access teams. Any records already created will utilize the previous set of privileges.
Access teams with partake access prerogative ticked will subsist substantive any user who is in access team will subsist able to add (share) others to the access team for that record.
Users cannot vouchsafe privileges they enact not have. So a user can only add current 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 subsist seen by doing an advanced find and select Team type = access
Access Team created automatically indulge in the is system managed realm set to true
Access Teams can subsist un ticked on an entity (unlike Queues)
If you want to delete a Access Team Template you will requisite to remove consummate 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 indulge in select consummate the entity assets
You can add the entire entity by checking the Add consummate 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 flux on an entity
Once an entity is enabled BPF you cannot disable it.
Each entity can indulge in no more than 10 activated business process flows
Multi-entity process can utilize no more than five entities.
A business flux has a primary entity but can span multiple
Branches can subsist only 5 levels deep
Set scope to Entity if you want a business rule to race on the server, not just on the client side
Business rules are not triggered when you rescue 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 figure OnLoad and realm OnChange
Business rules action will race 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 build 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 subsist race by workflows or business rules
Rollup fields can subsist refreshed manually or triggered by a workflow
Rollup Fields are automatically rolled up 12 hours after they are created
A workflow can’t subsist triggered by the rollup realm updates.
Custom action Limitations
Highlights from the link above — click the link to view al
Actions are created using a Workflow entity record
Can subsist associated with a single entity or subsist global Can subsist associated with a single entity or subsist 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 subsist invoked by a web service mode call.
Can subsist invoked directly from a workflow.
Dynamics 365 Online Limitations
Highlights from the link above — click the link to view all
Need to subsist created by a Microsoft service engineer, create a support request
Fetch XML Limitations
10 linked entities
No prerogative 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 race when the record is saved
Can’t interact with tabs or sections
OnChange events are not triggered when business rules set a realm value
Rules with invalid references are not ran, there will subsist no oversight 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 divorce rule to limpid actions of a previous rule, if necessary
Saved queries, charts, and visualizations can indulge in 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 indulge in 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
Max of 100 per organization
Max of 10 per entity
Can’t trigger workflows
Can’t subsist 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 subsist done over N:N relationships
Can’t subsist done over 1:N relationship for the Activity entity or the Activity Party entity
Aggregated under the system user context, consummate users view the selfsame rollup realm value
Recursion is not supported
Max batch size of 1,000 requests (Hosk comment — may indulge in been in reduced to 100 in version 9)
Max concurrent calls of 2
Mutliselect Option Set
The realm cannot subsist used in business Rule, BPF, Workflows — Create n Update Step, Not available as filtering mention in Plugin.
Green Beacon Solutions, LLC
How can they rate the costs for a Microsoft CRM customization project?
In order to own your question, I deem it makes sense to distinguish between customization and configuration. Dynamics CRM provides the competence to achieve a powerful 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 complicated business workflows. There are still some areas where customers with more complicated requirements might swirl to customization – for example, developing complicated integrations with other applications or highly specialized functionality for a specific perpendicular market.
In order to rate the plane of customization for your Microsoft CRM project, you really requisite to fracture down the...
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 enact I want to transmute to Dynamics CRM? What realm or screen changes enact I requisite to accommodate this data?
What business processes enact I wish to implement in CRM? For example, does my business require a workflow for assigning current 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 ensue up and qualification)?
What reports enact I wish to provide to my users? Can I leverage the out-of-box reports, or enact I requisite to create custom reports?
What data and other systems enact I requisite to integrate with CRM? Does the data to subsist integrated requisite to subsist readable, editable and/or searchable in CRM? Does the data requisite to subsist accessible for reports?
What functionality enact I deem I might requisite to build as "custom" with Dynamics CRM? Is there a third party Independent Software Vendor (ISV) that might already indulge in developed a similar solution that I could leverage? What is the cost of the solution?
The answers to these questions will succor usher you to a generic plane 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 affection to further investigate, you may want to reckon working with a skilled Microsoft ally who can succor evaluate your business 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 obligate effectiveness
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