I have been publishing posts aimed at helping people prepare for the MB2-710 certification. (Microsoft Dynamics CRM 2016 Online Deployment.)

Here I will provide a collection of these posts aligned to the skills measured. My intention being that collectively these posts will provide a complete revision guide.

Good luck with the exam and please let me know if these notes are useful.

Revision Notes (Introduction)

Implement a Microsoft Dynamics CRM Online deployment

  • Access Microsoft Dynamics CRM Online
  • Describe methods for accessing Microsoft Dynamics CRM Online; identify supported browsers; identify supported phone operating systems; describe requirements for Dynamics CRM for tablets; identify supported web browsers; identify user subscription license types; describe subscription add-ons
  • Plan a deployment
  • Identify the storage requirements; plan security; determine the number of instances and licenses that are required; identify implications of implementing single sign-on
  • Import data
  • Compare the methods for importing data; import data by using the Import Data Wizard; identify limitations of import processes
  • Customize Microsoft Dynamics CRM Online
  • Create new fields; modify values for option sets; modify entity forms; create new entities and reports; modify views and dashboard.

Revision Notes

Configure Microsoft Dynamics CRM Online

  • Configure subscriptions
  • Identify methods to sign-up for a subscription; identify subscription requirements; describe the subscription cancellation process; describe the methods for purchasing add-ons
  • Manage users
  • Identify the methods to add users to Dynamics CRM Online; assign Microsoft Dynamics CRM Online licenses to users; assign security roles; enable and disable users; describe non-interactive users; mark a user as non-interactive; identify administrative roles
    • Synchronize user accounts
    • Compare Dynamics CRM Online accounts with company accounts; describe user synchronization; identify the steps to synchronize Active Directory with Office 365; describe Active Directory Federation Services

Revision Notes

Manage Microsoft Dynamics CRM Online

  • Administer Microsoft Dynamics CRM Online instances
  • Define instances; describe the relationship between instances subscriptions, tenants and security groups; describe instance types; set instance properties; switch an instance; reset an instance; place an instance in administrative mode; delete an instance; describe methods to copy an instance; create a copy of an instance
  • Describe tenant considerations
  • Identify limitations on the number and type of instances per tenant; configure the region for a tenant; describe limitation and requirements for multiple tenants
  • Manage storage and administrative notifications
  • Identify the storage limit for a subscription; describe the implications of reaching the storage limit; view resources used; identify requirements and limitations for sending administrative notifications
  • Describe the Microsoft Dynamics CRM Online update policy
  • Identify the frequency of updates; describe the update process; determine the version of Microsoft Dynamics CRM Online; skip updates; approve updates; determine what updates are available; reschedule an update

Revision Notes

Manage related services

  • Describe related services
  • Identify related online services; integrate Microsoft Social Engagement with Microsoft Dynamics CRM Online; manage campaigns with Microsoft Dynamics Marketing
  • Integrate Yammer and SharePoint Online
  • Describe Yammer and SharePoint Online; identify SharePoint Online integration types; describe the integration process
  • Integrate OneNote, Skype, Skype for Business, Office 365 Groups, and OneDrive for Business
  • Compare Dynamics CRM Notes and OneNote; identify storage location for OneNote notebooks; configure OneNote integration; integrate Skype and Skype for Business; identify limitations for Skype and Skype for Business; describe Office 365 Groups; identify requirements for Office 365 Groups; integrate Office 365 Groups with Microsoft Dynamics CRM Online

Revision Notes

Manage mobile device apps

  • Install and use mobile device apps
  • Identify the mobile apps for phones and tablets; describe requirements for mobile apps; identify supported mobile device hardware and software; install mobile apps; configure security privileges; describe restrictions for working offline; create draft records
  • Configure entities for mobile
  • Identify entity types that can be accessed from mobile apps; hide form components; enable dashboards for mobile apps

Revision Notes

Implement Microsoft Dynamics CRM for Microsoft Office Outlook

  • Deploy Dynamics CRM for Outlook
  • Identify supported operating systems; describe required software components; compare Dynamics CRM for Outlook versions; identify deployment methods; configure Dynamics CRM for Outlook; configure multiple organizations
  • Configure offline capabilities
  • Describe offline capabilities; identify fields that can be synchronized; describe limitations for synchronized fields; configure synchronized fields

Revision Notes

Manage email

  • Select an email processing option
  • Identify email processing options; describe the advantages of each email processing option; identify limitations and requirements for each email processing option
  • Track and correlate email
  • Compare email tracking with email correlation; describe user options for automatic tracking; describe correlation options; identify limitations of folder-level tracking; configure folder-level tracking for Exchange folders
  • Manage mailbox records and email
  • Describe synchronization methods for incoming and outgoing email; configure the default synchronization method for users and queues; describe mailbox records; configure approval for email addresses

Revision Notes

Manage server-side synchronization

  • Configure server-side synchronization
  • Describe server-side synchronization; identify server-side synchronization features and supported configurations; set the email processing method; configure mailbox records
  • Set up a forwarding mailbox
  • Describe mailbox forwarding; create a forward mailbox record; add email forwarding rules for users; add mailbox records to server profile; enable mailboxes; test email configuration; describe synchronization alerts; view the Performance Dashboard

Revision Notes


Filed under: MB2-710: CRM 2016 Online Deployment Tagged: crm2016, Microsoft Certifications, Microsoft Dynamics CRM