Main features – MS CRM 2016

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The key features of Microsoft Dynamics CRM 2016 include … Continue reading “Main features – MS CRM 2016”

MB2-712 Certification: (Microsoft Dynamics CRM 2016 Customization and Configuration) – Revision Guide

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Microsoft Dynamics 365

I have been completing a series of posts to help people prepare for the MB2-712 certification (Microsoft Dynamics CRM 2016 Customization and Configuration. Here is a collection of links to all of these posts. I hope these might serve as a useful revision aid for the MB2-712 exam.

The MB2-712 certification is not easy to study for. At least in my opinion! The reason being the scope of the exam. CRM is a large product and therefore customizing it is a big topic. But a fun topic and one you will really enjoy learning about.

Revision Notes (Introduction)

Introduction / Overview to MB2-712 Exam

Configure Microsoft Dynamics CRM

  • 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…

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Field Service – User Guide

Complete reference for Field Service for Microsoft Dynamics CRM..

Microsoft Dynamics 365

Field Service for Microsoft Dynamics CRM 2016 is a powerful tool to help support the activities of field based engineers.

I have been blogging on this subject for a few months!

Here I will give a collection of links to my various posts on Field Service for Microsoft Dynamics CRM. Collectively these posts should provide you with a detailed user guide, you could think of this post as a “book” on Field Service.

  • Introduction / Theory
  • Installing Field Service
  • General Setup
  • Using Field Service

Tip:
Keep checking back to this post, I will continue to add more detail.

Introduction / Theory

PostDescriptionLast Updated
Field Service – Overview
An overview of the capabilities of Field ServiceAugust 2016
Work Order Theory
A description of what a work order is, its lifecycle and how it relates to other Field Service entitiesAugust 2016

Installation

PostDescriptionLast Updated
Field Service –…

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