MB2-715 Certification: (Microsoft Dynamics 365 Customer Engagement Online Deployment) – Revision Guide

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Microsoft Dynamics 365 and Unified Service Desk

I have been completing a series of posts to help people prepare for the MB2-715 certification (Microsoft Dynamics 365 Customer Engagement Online Deployment). Here is a collection of links to all of those posts. I hope these might serve as a useful revision aid for the MB2-715 exam.

The MB2-715 certification is not easy! But deployment is an important topic and one you will really enjoy learning about.

In my opinion the MB2-715 differs slightly in its style to some of the other certifications such as MB2-716 (customization). As its scope contains some topics that are possibly more theoretical, such as how plan for updates or understanding the licensing options. But even so, I still encourage everyone to try as many of the features discussed hands on. Do not rely on theory alone!

Introduction

Create a Customer Organizational Structure

Support the Microsoft Dynamics 365 client environment

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Field Service: Sample data installation

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Open create ‘Form’ from sub-grid directly by avoiding associated records between entities

In MSD 365, when we add sub-grid on form by creating relation between two entities, it will gives Create (+) button and associate view button. When we click on Create (+) button, dynamics shows already created associations between these two entities, ref below screen shots... Some time we don't require this associated records and always... Continue Reading →

Setting up a visual hierarchy on a custom entity

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Configure the schedule board for resource availability

The Dynamics 365 for Field Service schedule board provides an overview of resource availability and bookings you can make. Before you use the schedule board, it is important to set up the views and filters to your preference. Applicable to Dynamics 365 (online) ==> Field Service, version 9.x Important To use the schedule board booking functionality,... Continue Reading →

Schedule anything with Universal Resource Scheduling

Schedule anything in Dynamics 365 using Universal Resource Scheduling. You can enable scheduling for any entity including custom entities. For example, you can enable scheduling for the opportunity form and schedule marketing visits for your opportunities. You can also do this for the case form and schedule time to work on cases. This is applicable... Continue Reading →

Editable Grid on Form and Workflow issue

In the earlier post, it's explained that how to make a view to be editable (Click here to explore that article). In this post, I will explain how to make any entity grid editable on form where it has been used as Sub-grid. Its as well a simple configuration, here are the steps for it,... Continue Reading →

Plugin debugging

Have you ever stuck in a situation where the plugin working perfectly in a test environment but not the SIT/UAT/Production environment? Remote debugging might be a tricky setup in most of the production server because of the firewall constraint or even many times developer does not have access to the following environment. In such situation... Continue Reading →

Configure and visualise hierarchical data

In MS Dynamics CRM, Self join has special powers, with self join we can create hierarchical data structure, as shown below,   So, we can create this kind of structure by little change in attribute creation in MS CRM. That change is shown below ... then, you will get tree structure, like this ...  ... Continue Reading →

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