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Updated: Jul 17, 2026
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MB2-712 - Microsoft Dynamics CRM 2016 Customization and Configuration
The MB2-712 exam is part of the CRM Core Certification. This exam measures your ability to work with Dynamics CRM 2016.
This certification exam is targeted for professional expert in Microsoft Dynamics CRM 2016 Customization and Configuration. The certification is for administrators, system engineers, and developers expert in configure and customize Dynamics CRM with one or more years of experience. This is a list of covered topics:
- Entity relationships and Configuration
- Implement, design and manage business rules
- Field customizations
- Manage and Configure Dynamics CRM settings
- Impement and manage business process flows
- Implement, design and Customize Dynamics CRM forms and views
Reference: https://www.microsoft.com/en-hk/learning/exam-MB2-712.aspx
Microsoft MB2-712 Exam Syllabus Topics:
| Topic | Details |
|---|---|
| Configure Microsoft Dynamics CRM (25%) | |
| Configure Dynamics CRM settings | -Configure auditing, document management, and collaboration; configure business units; perform user management; configure email; manage teams |
| Manage Dynamics CRM security | -Understand security roles; define permissions and privileges; configure access levels; configure security roles; assign security roles; work with multiple security roles; manage access; manage security hierarchy |
| Manage and implement Microsoft Dynamics CRM entities, entity relationships, and fields (27%) | |
| Manage Dynamics CRM entities | -Manage entity ownership; manage entity properties; understand system and custom entities |
| Configure field customizations | -Understand and configure fields; configure field properties; use calculated fields; use rollup fields; configure global option sets; create alternate keys; configure field-level security; understand status and status reasons |
| Implement entity relationships | -Understand relationship types; understand cascading rules; work with hierarchical data; understand and configure entity mapping; create connections and connection roles |
| Create and manage Microsoft Dynamics CRM solutions, forms, views, and visualizations (24%) | |
| Create and manage Dynamics CRM solutions | -Understand solution components; identify solution types; create managed and unmanaged solutions; configure publishers and versions; work with multiple solutions; import and export solutions |
| Customize Dynamics CRM forms | -Understand the form structure; build a form; use specialized form components; use access teams and sub-grids; work with navigation; understand form types; use multiple forms; implement form customizations and mobile clients |
| Implement Dynamics CRM views and visualizations | -Understand view types; manage system, public, and personal views; create, modify, and delete views; customize views; customize charts; customize dashboards; use themes |
| Implement business rules, workflows, and business process flows (24%) | |
| Implement and manage business rules | -Understand when to use business rules; understand business rule scopes; understand how business rules are triggered; configure business rules, conditions, and actions |
| Implement and manage workflows, dialogs, and custom actions | -Implement workflows; identify workflow types; implement dialogs and custom actions; identify when to use business process flows, workflow dialogs, and custom actions |
| Implement and manage business process flows | -Understand business process flows; enable business process flows; work with steps, stages, and categories; work with multiple entities; use conditional branching; implement role-driven business process flows |
High level topics covered by our practice test
This Web Simulator is for Candidates Consultants, technical support technicians, and system administrators. Candidates need a working knowledge of Dynamics CRM features and functionality, as well as a working knowledge of development, implementation, and data structures to model CRM business rules and workflow.
The Web Simulator will also help candidates who take this exam to find the most appropriate questions and answers regarding Microsoft Dynamics CRM 2016 use.
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