Tips to prepare for the Dynamics 365 exam – MB2-716: Customization and Configuration

Recently I passed the Microsoft Dynamics 365 exam on Customization & Configuration (MB2-716). I just would like to share the preparation tips that I’ve done to get this certification nailed down.

Note: You will not find any question that related to the exam here and I won’t give you any of it, as it is part of the NDA.

Source #1: Dynamics Learning Portal

This exam is considerably new (released 1-2 months ago). When I was preparing for the exam, the only official material that is available is from Dynamics Learning Portal:

• 81060AE: Configuration in Microsoft Dynamics 365 for Sales and Customer Service (link: https://mbspartner.microsoft.com/D365E/CourseModules/1441)
• 81059AE: Customization in Microsoft Dynamics 365 for Sales and Customer Service (link: https://mbspartner.microsoft.com/D365E/CourseModules/1425)

If you have worked with the previous version(s) of Dynamics 365/CRM, these DLP courses can be used to refresh most of the concept of the subject. But for the newcomers, these learning modules are really recommended!

Source #2: Revision Notes

Another source that is really helpful to help me passing this exam is Neil Parkhurst’s revision notes: https://neilparkhurst.com/2016/07/14/mb2-712-certification-microsoft-dynamics-crm-2016-customization-and-configuration-revision-guide/. The content is for Dynamics CRM 2016. However, 80-90% of the content is still applicable for Dynamics 365.

Source #3: Hands on Experience

Image taken from: http://boardofwisdom.com/togo/Quotes/ShowQuote?msgid=607004#.WOHvozuGNPY

As the wise man says “Experience is the best teacher”, hands-on experience with the system is a must!

Highlights

So, without breaching the NDA, below are the topics (not exhaustive and I’m not covering all topics here) that I hope would help you to prepare for the exam:

• Folder-level tracking (https://technet.microsoft.com/en-us/library/dn946907.aspx)
• Mobile & Tablet Customization – Mobile/tablet limitations, behaviour of Mobile/Tablet apps, Navigation of Mobile/Tablet apps (https://technet.microsoft.com/en-us/library/dn531159.aspx)
• Quick View Form, when and how to use it (https://technet.microsoft.com/en-us/library/dn531145.aspx)
• Solutions – behaviour of Managed vs Unmanaged solutions, what you can/cannot do with managed solutions (https://msdn.microsoft.com/en-us/library/gg334576.aspx#BKMK_UnmanagedandManagedSolutions)
• Business Rules – What can you do with Business Rules, Business Rules scope, Server vs Client side rules,  (https://www.microsoft.com/en-US/Dynamics/crm-customer-center/create-business-rules-and-recommendations-to-apply-logic-in-a-form.aspx)
• Business Process Flow – what can you do with Business process flow, BPF limitations (https://technet.microsoft.com/en-us/library/dn531164.aspx)
• Entity Customization General – what entity features that can/cannot be disabled, understanding Entity ownership, field types, calculated fields, etc.
• Some integration with other MS products – Office 365 – OneNote, SharePoint, Office365 group, OneDrive, Exchange

HTH!