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MB2-707 Microsoft Dynamics CRM Customization and Configuration

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MB2-707 exam Dumps Source : Microsoft Dynamics CRM Customization and Configuration

Test Code : MB2-707
Test title : Microsoft Dynamics CRM Customization and Configuration
Vendor title : Microsoft
real questions : 90 existent Questions

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Microsoft Microsoft Dynamics CRM Customization

As Microsoft Dynamics 365 CRM apps mature, finish they nevertheless talk customization? | existent Questions and Pass4sure dumps

About Sarah Critchley

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Microsoft Unveils HoloLens 2, Dynamics 365 combined reality Apps | existent Questions and Pass4sure dumps


Microsoft Unveils HoloLens 2, Dynamics 365 combined reality Apps
  • by passage 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 section of Microsoft's keynote speak 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 sheperd HoloLens as an open platform, however there become tiny else about games uncouth 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 furthermore subsist viewed at this web page.

    in regards to Microsoft's combined-truth options, Alex Kipman, a Microsoft Technical Fellow for simulated 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 Run natively on HoloLens. Third, Microsoft is making it so that any individual can innovate on its headsets the exhaust 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 furthermore 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 section 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 paw holograms and believe "instinctual interaction."

    The HoloLens 2 blended-reality headset. (supply: Microsoft)

    Microsoft Azure Kinect changed into described on stage as a small, versatile, clever facet outfit that is confidential 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 ultimate 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 privilege half in the privilege way. health keeping 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 outfit 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 passage of partners, but the product can subsist attainable someday this 12 months. The freight 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 suffer become Dynamics 365 publications, which is a mixed-truth application that lets HoloLens employees see step-through-step guidelines the site 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 recent 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 pellucid 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 progress enterprise, took talents of the application to create its Trimble XR10 arduous hat for container use, which uses HoloLens 2. Trimble's device should subsist obtainable concurrently HoloLens 2, Kipman indicated.

    'Unintended penalties'The MWC19 Barcelona speak 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 solitary device or solitary 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 heart of things as a substitute of the device.

    Nadella famous that the subsequent step forward will arrive from a retailer or an auto brand. The purpose is not to circle into contingent 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 preempt and that's the intuition why it prioritizes its protection efforts. The focus with AI should no longer subsist on what computer systems can finish but what they should noiseless do, he noted.

    Unmentioned during the speak were the potential armed forces aspects of these technologies. despite the fact, an internally circulated epistle from Microsoft employees on Friday had appealed to Microsoft's administration that HoloLens may noiseless now not subsist used as an aid to abolish people, according to a BBC tidings report.

    Microsoft will feasible 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 find reassigned if wanted. In January, Microsoft won a $1.7 billion Joint industry defense Infrastructure (JEDI) condense to supply cloud features for the branch of defense, which furthermore had elicited an employee epistle of protest.

    about the author

    Kurt Mackie is senior information producer for the 1105 industry Computing group.

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    Microsoft Dynamics CRM Customization and Configuration

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    Ten useful features of XrmToolBox for Microsoft Dynamics 365/CRM | existent questions and Pass4sure dumps

    XrmToolBox can subsist used to simplify many tasks. With so many tools now listed, a newcomer may miracle what others are using it for to maximum benefit. 

    XrmToolBox is a Windows application that connects to Microsoft Dynamics 365 for Customer rendezvous and Dynamics CRM, providing tools to ease customization and configuration tasks. It is shipped with more than 30 plugins to originate 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 finish and why they are so useful.

    How is it used?

    Documentation is available through the wiki of XrmToolBox Github's repository. uncouth the information regarding the prerequisites, connection, tools description, how to exhaust is mentioned in the documentation.

    Ten useful tools of XrmToolBox

    1) Web Resource Manager

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    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 feasible by time consuming and error-prone manual editing of RibbonDiff Xml.

    Dynamics 365 Customisation and configuration — MB2–716 study notes | existent questions and Pass4sure dumps

    I’ve studied for the latest Microsoft Dynamics 365 Customization and Configuration certification — this is the 6th version of the certification I believe passed. Each time I bewitch the certification, I learn something recent 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 recent things I learnt and built on top of the previous notes. So if you are studying for the exam you want to read uncouth of my study notes.

    Business process flows

  • Order of flows is used if multiple flows are available for your security roles
  • Users can switch industry process flows if their security roles can see multiple industry process flows.
  • Security

  • A team must belong to a industry unit
  • A team can own records
  • Business units believe 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, solitary line
  • There are 9 entities enabled for auto numbering — contracts, cases, articles, quotes, orders, invoices, campaigns, categories and scholarship articles
  • If you enable Yammer, you cannot disable it.
  • Email

    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)
  • Email clients

  • Dynamics 365 for Outlook Client
  • Dynamics 365 App for Outlook
  • Folder tracking
  • Entity

    Entity properties which cannot subsist disabled once enabled

  • Business Process flows
  • Feedback
  • Notes
  • Activities
  • Mail Merge
  • Connection
  • Sending email
  • Queues
  • Change tracking
  • Offline capability for Dynamics 365 for Outlook
  • Entity properties you can disabled once enabled

  • Access Teams
  • Knowledge Management
  • Enable for SLA
  • Allow quick create
  • Duplicate detection
  • Auditing
  • Single record auditing
  • Multiple record auditing
  • Enable for phone express
  • Reading pane in Dynamics 365 for outlook
  • Use custom help
  • Folder tracking

  • 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 toil with Exchange Inbox rules
  • The tracking folders feature must furthermore 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 comprise an untracked folder inside a tracked folder
  • If you no longer requisite to track a folder, it’s a generous thought 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 expostulate in the tracked activity records in Dynamics 365 will subsist overridden the next time server-side synchronization kicks in. For example, if you believe set up a mapping between the Adventure Works folder and the Adventure Works account, uncouth 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, skedaddle the email to a different folder such as the Inbox.
  • App for outlook works at server level

    Email Synchronisation

  • Dynamics 365 for Outlook
  • Server side sync
  • Email router is deceased 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 blend 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
  • Mobile

  • 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 issue on mobile client
  • Set available on Phone checkbox to show/hide tabs in mobile
  • Collapsed tabs noiseless count
  • Only 5 tabs will pointto even if it’s less than 75 fields
  • You believe to outcome fields in the first five tabs for them to issue in a mobile client
  • Mobile can believe specific mobile only controls (sliders)
  • Business rules

    Business rules can

  • Add recommendation
  • Lock/Unlock
  • Show mistake Message
  • Set field values
  • Clear field values
  • Set default values
  • Set industry requirement level
  • Set Visibility (Show or camouflage fields)
  • Enable or disable fields
  • Validate data and pointto mistake messages
  • Create industry recommendations based on industry intelligence.
  • Business rules

  • Business rules can believe 10 Conditional Branches
  • Business rule scope
  • · uncouth forms — all forms, quick create and main

    · Entity — can Run profile and server side.

    · Entity — server flat will Run on create or update

    · Entity — if server enable will Run when data is imported

    · solitary profile scope — only runs for the specified form

    · To change scope of industry rule you must deactivate first

    Access teams

  • Sub-grid for Access Teams (must enable entity for access teams)
  • Access team templates will applying a criterion 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 believe 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 believe security roles
  • Access teams can’t own records
  • Access teams are created and managed by CRM
  • An access team is created when you believe 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 solitary record
  • Access Team Templates, uphold dynamic record sharing. With the members of an access team being given privileges on specific records based on the access team template.
  • access teams finish not believe 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 believe 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 feasible 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 uncouth the members in the sub grid on the record.
  • if you change the access rights on Team Template this will only change the access privilege to recent entity records/access teams. Any records already created will exhaust the previous set of privileges.
  • Access teams with share access privilege ticked will connote any user who is in access team will subsist able to add (share) others to the access team for that record.
  • Users cannot award privileges they finish not have. So a user can only add recent 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 nature = access
  • Access Team created automatically believe the is system managed field 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 uncouth the sub grids using that specific Access Team Template before you can delete it.
  • Entity assets

    Below are the following entity assets

  • Forms
  • Views
  • Charts
  • Fields
  • Keys
  • Relationships (1:N, N:1, N:N)
  • Messages
  • Business Rules
  • Hierarchy Settings
  • Dashboards
  • You don’t believe select uncouth the entity assets
  • You can add the entire entity by checking the Add uncouth 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 industry process stream on an entity
  • Once an entity is enabled BPF you cannot disable it.
  • Each entity can believe no more than 10 activated industry process flows
  • Multi-entity process can exhaust no more than five entities.
  • A industry stream has a primary entity but can span multiple
  • Branches can subsist only 5 levels deep
  • Business rules

  • Set scope to Entity if you want a industry rule to Run 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 field is changed which the rule conditions are set to check e.g profile OnLoad and field OnChange
  • Business rules action will Run only if condition is true
  • Rollup fields

  • 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 originate 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 existent time
  • Rollup fields can subsist Run by workflows or industry 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 field updates.
  • Custom actions

    Custom action Limitations

    Highlights from the link above — click the link to see al

  • Actions are created using a Workflow entity record
  • Can subsist associated with a solitary entity or subsist global Can subsist associated with a solitary 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.
  • Can subsist executed using a JavaScript web resource.
  • 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 system call.
  • Can subsist invoked directly from a workflow.
  • Dynamics 365 Online Limitations

    Highlights from the link above — click the link to see all

    Database indexes

  • Need to subsist created by a Microsoft service engineer, create a uphold request
  • Fetch XML Limitations

    ( )

  • 10 linked entities
  • No privilege Outer Join
  • No SQL Functions
  • No Sub Queries
  • No uphold for Union
  • No Case/When nature functionality
  • Can’t compare 2 fields directly
  • 50,000 records per query aggregate
  • 5,000 records per query (paging for more)
  • Business Rules

  • Can’t Run when the record is saved
  • Can’t interact with tabs or sections
  • OnChange events are not triggered when industry rules set a field value
  • Rules with invalid references are not ran, there will subsist no mistake 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 pellucid actions of a previous rule, if necessary
  • Calculated fields

  • Saved queries, charts, and visualizations can believe 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 advert to itself or believe 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 analytic 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
  • Rollup 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 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 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, uncouth users see the selfsame rollup field value
  • ExecuteMultipleRequest

  • Recursion is not supported
  • Max batch size of 1,000 requests (Hosk comment — may believe been in reduced to 100 in version 9)
  • Max concurrent calls of 2
  • Mutliselect Option Set

  • The field cannot subsist used in industry Rule, BPF, Workflows — Create n Update Step, Not available as filtering attribute in Plugin.

  • Estimating Microsoft CRM customization or configuration costs | existent questions and Pass4sure dumps

    Green Beacon Solutions, LLC

    How can they assay the costs for a Microsoft CRM customization project?

    In order to retort your question, I deem it makes sense to distinguish between customization and configuration. Dynamics CRM provides the aptitude to achieve a worthy number of user-requested features and functionality through its configuration tools – for example, creating custom screens or fields, lists of account or break records, custom reports or even tangled industry workflows. There are noiseless some areas where customers with more tangled requirements might circle to customization – for example, developing tangled integrations with other applications or highly specialized functionality for a specific plumb market.

    In order to assay the flat of customization for your Microsoft CRM project, you really requisite to burst down the...

    functionality you want to deliver in the project. You might account answering the following questions before embarking on a Microsoft CRM customization project:

  • What data finish I want to convert to Dynamics CRM? What field or screen changes finish I requisite to accommodate this data?
  • What industry processes finish I wish to implement in CRM? For example, does my industry require a workflow for assigning recent 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 finish I wish to provide to my users? Can I leverage the out-of-box reports, or finish I requisite to create custom reports?
  • What data and other systems finish 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 finish I deem I might requisite to build as "custom" with Dynamics CRM? Is there a third party Independent Software Vendor (ISV) that might already believe developed a similar solution that I could leverage? What is the cost of the solution?

    The answers to these questions will hearten sheperd you to a universal flat 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 fancy to further investigate, you may want to account working with a skilled Microsoft confederate who can hearten evaluate your industry 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 constrain effectiveness Related existent questions mp;A from Richard Smith Six Microsoft accelerators for Dynamics CRM 4.0

    In this existent questions mp;A, learn more about the current list of Microsoft accelerators available for Microsoft Dynamics CRM 4.0 and find tips for deploying them ...  Continue Reading

    Is Microsoft Dynamics CRM 4.0 and Lotus Notes integration possible?

    Find out about integration between Dynamics CRM 4.0 and Lotus Notes. Lotus Notes users can find tips for monitoring emails through Dynamics CRM 4.0.  Continue Reading

    Microsoft eLearning courses for Dynamics CRM training

    Learn about Microsoft's eLearning options for users looking to find trained in Microsoft Dynamics CRM 4.0 in this expert tip.  Continue Reading

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