MS CRM 2016: Exams

  1. MB2-712 (Customization and Configuration in Microsoft Dynamics CRM 2016) – Introduction2. Tips on passing the MB2-712 customization and config exam
  2. Announcing a unified .NET reference experience on docs.microsoft.com

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MS CRM 2013: Exams

1) CRM 2013 exams launching imminently

Practice Area Lead, CRM Top Contributor

MB2-700 Microsoft Dynamics CRM 2013 Applications – 1/22/2014
MB2-703 Microsoft Dynamics CRM 2013 Customization and Configuration – 1/24/2014
MB2-702 Microsoft Dynamics CRM 2013 Deployment – 1/29/2014
MB2-701 Extending Microsoft Dynamics CRM 2013 – 1/29/2014

2) A lot of additional link to resources – Microsoft Dynamics CRM 2013 Exams

3) http://dynamicscrmchat.wordpress.com/2014/05/07/microsoft-exam-mb2-700-crm-2013-applications/ 

4) Microsoft Dynamics CRM 2013 Applications (MB2-700) and Functional Application in Microsoft Dynamics Marketing (MB2-720) would be most appropriate for a CRM BA. I regard Microsoft Dynamics CRM 2013 Customization and Configuration (MB2-703) as optional.

5) Q. – Can anyone kindly suggest a UK trainer for Microsoft 80450 Delivering Microsoft Dynamics Solutions with Sure Step?

A. – Not sure about trainers… But here is an excellent post with detailed notes on the exam prep. It helped me pass for sure…

https://dynamicscrmchat.wordpress.com/2013/10/26/microsoft-exam-mb5-705-preparation/

CRM 2011 – Exams ….

1)  MB2-868: Microsoft Dynamics CRM 2011 Applications  (Source)

Microsoft Dynamics CRM 2011 Applications exam measures your capability in determining how proficient you are in using the CRM 2011 application.

This exam is specially designed for those individuals who wants to use and maintain Microsoft Dynamics CRM certification as a requirement of their job profile or for their organization and for salespeople, marketing people, service schedulers who want to understand the functionality of dynamics CRM 2011.

This exam has a total of 75 questions which are split into 4 sections. Percentage wise break-up of each section is highlighted below:

• Managing Microsoft Dynamics CRM Marketing Automation Applications (27 percent)
• Managing Microsoft Dynamics CRM Sales Applications (30 percent)
• Managing Microsoft Dynamics CRM Service Management Applications (24 percent)
• Managing Microsoft Dynamics CRM Service Scheduling Applications (19 percent)

My tips for passing the MB2-868 exam successfully are emphasized below:

1. Know the difference between static marketing list and dynamics marketing list
2. Understand the concept of leads and leads conversion
3. Understand the difference between campaign and quick campaign
4. Understand the features of Dashboards and charts
5. Understand the concept of product catalog
6. Understand the perception of Goals
7. Practice different methods of Export to excel
8. Know what can synchronize between Microsoft Outlook and CRM
9. Understand the progression of Knowledge Base articles
10. Be knowledgeable about Articles and cases
11. Understand the concept of reporting and other analysis tools
12. Understand the process of Service scheduling and resource allocation

You can find out more about MB2-868 exam.

2 ) Getting ahead with Customizations in Dynamics CRM 2011 

3) The benefits of upgrading your skill on Customizing and Configuring Dynamics CRM 2011 

4) CRM 2011 – Common CRM interview questions but what do they tell you? 

5) Training for Users includes 5 different courses designed to enable new users to apply for Microsoft Dynamics CRM 2011 certification. The 5 courses are:
80422: Introduction to Microsoft Dynamics CRM 2011
80290: Marketing Automation in Microsoft Dynamics CRM 2011
80291: Sales Management in Microsoft Dynamics CRM 2011
80292: Service Management in Microsoft Dynamics CRM 2011
80293: Service Scheduling in Microsoft Dynamics CRM 2011
There are also some good options for IT professionals and Developers.
Training for IT support includes 80296A: Microsoft Dynamics CRM 2011 Installation and Deployment course. This is a two day instructor driven course which covers the installation and configuration of Microsoft Dynamics CRM 2011. The course describes the components used within a Microsoft Dynamics CRM 2011 deployment, installation instructions for the Microsoft Dynamics CRM Server, the E-mail Router, and Microsoft Dynamics CRM for Office Outlook, how to configure Claims-based authentication and how to implement an Internet-facing deployment.
And last but not the least Training for Developers course. This is a great choice for those who are seeking to upgrade their skills in customizing and extending the features of Microsoft Dynamics CRM 2011. Training for Developers includes 2 courses which are:
80294: Microsoft Dynamics CRM 2011 Customization and Configuration
80295: Extending Microsoft Dynamics CRM 2011

6) Source 

Articles on passing the CRM 2011 Applications certification

firstly makes sure you know what you are being tested on, check the criteria specified on the certification, which you can find here

Looking at the exam criteria I think it’s very important to learn the new functionality in CRM 2011

e.g.

Goals

Dashboards and graphs

The difference between static and dynamic marketing lists

The limitations of quick campaigns compared to marketing campaigns

good article, written by magnetism CRM blog, you can read the full article here

 1. Know the difference between static marketing list and dynamics marketing list
2. Understand the concept of leads and leads conversion
3. Understand the difference between campaign and quick campaign
4. Understand the features of Dashboards and charts
5. Understand the concept of product catalog
6. Understand the perception of Goals
7. Practice different methods of Export to excel
8. Know what can synchronize between Microsoft Outlook and CRM
9. Understand the progression of Knowledge Base articles
10. Be knowledgeable about Articles and cases
11. Understand the concept of reporting and other analysis tools
12. Understand the process of Service scheduling and resource allocation

another good article can be found here

It has a lot of general information but these are the best tips from the article above

  • Goal management: understand what values are recorded on which entity, the impact of ownership, fiscal year settings.
  • Teams and queues: this is where most of your answers based on experience from CRM 4.0 will guide you down the wrong path, so forget what you know and learn the new CRM 2011 way of working.
  • Charts and dashboards: what the user can do vs. what the admin can do, this should actually be pretty much 101 stuff if you’re well in grips with the solution management side of things. However, you shouldn’t forget about SSRS entirely: open each default report at least once and try them out, just to refresh your memory.
  • Marketing lists: Try building a few dynamic marketing lists to see how they’re different from the traditional static ones, and also how to mix’n match them.
  • Scheduling: you’ll need to understand how capacity management and resource selection rules work from the service and the resource perspectives, there’s just no way around this.
  • Record statuses: trust me, things that require no attention from you in everyday life will be very important here, so play around with as many different entities as you have time for and examine what actions are available on the ribbon in which record status.
  • RTFM: knowing how the system works is not good enough, as some of the questions are clearly derived from how the use cases are described in the training material, and in these kind of exams every word in the questions and answers is significant. So, don’t just play around with the fun tools built into CRM 2011 or trust what a lecturer tells you – also read through the MOC PDF’s.

this is for crm 4 but you can still test yourself and the core functionality is still the same

http://crm.magenium.com/images/stories/assessments_p/applications/applications_assessment.htm

6)  Preparing for MB2-867 Microsoft Dynamics CRM Installation and Deploymenta lot of details

7) MB2-867, CRM 2011 (Installation & Deployment )

8) Changes to Microsoft Certification Exam interface 

9) MB2-868 Certification

10) MB5-705 Exam Preparation – Managing Dynamics Implementations

new MB5-705 exam on managing Microsoft Dynamics projects, I took and passed this last week and put some study notes and reflections in my blog here… http://dynamicscrmchat.wordpress.com/

CRM 2011 articles -DEV

1. CRM 2011 Sales and Marketing Controls not to be displayed for an given user

2.  Dynamics CRM 2011 exams and certification tracks,

3. Microsoft Official Courseware (MOC) courses for CRM 2011 

4. Customer Portal ModificationsDownload

5Increase CRM 2011 Workflow Depth Limit

6,Relationships in Dynamics CRM 2011

7. MS CRM 2011 Developer JavaScript PDF

8.  Reports Viewable by Individual or by Organization in CRM 2011 .

9. Modifying Quote Templates in CRM 2011

10.Migrating “Marketing Lists” between CRM 4.0 to CRM 2011 with Excel

11. Free Utility Released: Export CRM 4.0

12. Set Default Text on Any Field in Dynamics CRM 2011

13.  Show a Tab Based on a Radio Button Dynamics CRM 2011 

14. Cascading Rules in Microsoft Dynamics CRM

15. Options in CRM 2011 – Plugin, Workflow, or Dialog?

16. Microsoft Dynamics CRM 2011 Diag Tool

17. http://marcellotonarelli.wordpress.com/2011/06/30/microsoft-dynamics-crm-codex-record-recovery/

Microsoft Dynamics CRM Codex Record Recovery

18.  Report Scheduling and Email Subscription in CRM 2011

19. Экзамены по Dynamics CRM 2011

Стали доступны экзамены по новой версии продукта:

http://www.dynamiccrmtrickbag.com has loads of resources for preparation towards CRM 4 exams (and a growing body of articles on 2011 too). Certainly helped me get 92% when I took MB2-631.

20.  Using JScript to Access SOAP Web Services Synchronously in Microsoft Dynamics CRM 2011

21 How to Enable and Disable the most recently used items for lookup field only.

22 Convert FetchXML to QueryExpression Using .NET or JScript With the Microsoft Dynamics CRM 2011 SDK  

23 Set Status or State of a Record Using Jscript or .NET in Microsoft Dynamics CRM 2011 With SetStateRequest

24 Preparing for MB2-867 Microsoft Dynamics CRM Installation and Deployment  – by Neil Benson

24.1  Microsoft Dynamics CRM 2011 – Applications

25 Preparing for Exam MB2-866: Microsoft Dynamics CRM 2011 Customization and Configuration

26 Exam MB2-868: CRM 2011 Applications Preparation tips

27 Mysteries of the Microsoft Dynamics CRM 2011 SDK Part 1 http://bit.ly/nZVqjV

28 Dynamic Reports with Microsoft Dynamics CRM with Pivot Tables

29 Developer Training Course for Microsoft Dynamics CRM 2011 – http://msdn.microsoft.com/en-us/library/hh237511.aspx

30 Programming Models for Microsoft Dynamics CRM http://msdn.microsoft.com/en-us/library/gg334357.aspx 

31 Introducing Microsoft Dynamics CRM 2011 Claims-based Authentication

32  Microsoft Certification Exam Development site. – Read more

33 A Summary Syntax Difference between CRM2011 and CRM4.0 


Microsoft Dynamics Sure Step Methodology

4. Microsoft Dynamics Sure Step Methodology – Development Phase 

The fourth phase in Microsoft Dynamics Sure Step Methodology is the Development Phase. <…>

Microsoft Dynamics CRM 4.0 Applications Exam (MB2-632)

by Patrick Picklesimer

Microsoft Sure Step 2010 Exam Preparation – MB5-858

Update  1) 15/Nov/2011 – Sure Step 2012 is released
The latest version of Sure Step 2012 has been releasd and is available for download.

Source – Microsoft Dynamics Sure Step 2012 Lauched 

2)   Microsoft Releases Sure Step 2012 with Methodology Updates, New Material for Dynamics AX 2012, CRM 2011

– – – – – – –  – – –  –

Sure Step 2010 –

Thanks  David Sutton for the post

Although the program itself is very simple to use with multiple ways of navigating through menus and documents, it requires an individual who understands the use for each document to gain the ability to really take full use of the Sure Step program.

From my point of view Sure Step is not so much a program, but more a library containing tools to provide the partner with the knowledge to help in an implementation of a Dynamics Product.

I am yet to sit the exam but in my preparation here are some tips that may help you.

Although this is a reasonably new product there are very comprehensive courses that provide anyone the skills to learn and become a real expert in Microsoft Sure Step. To begin, I recommend looking in the Microsoft learning site catalogue – https://dynamics.microsoftelearning.com/catalog/default.aspx

This Site provides five different Sure Step modules that go through:

– An introduction into Sure Step
– The implementation Phases in Sure Step
– How to manage an Implementation Project
– Customisation
– Several Project Scenarios

Note: This e-learning course states that it should take around 4 hours to complete – however, if you are taking notes it will most likely be longer than this.

Microsoft also provides a two day course that runs you through from the start until the end of the different phases and offerings. I highly recommend that you attend one of these if at all possible as it gives you a good comprehensive demonstration of the program.

Finally, one of the things you can do is to take the Proficiency Assessment; this allows you to get a feel for what the questions in the exam will be like.

The amount of prep and study undertaken I’m sure will be the deciding factor as well as having prior project management experience. All of the tools for learning and familiarising yourself with this program are provided for you by Microsoft.
Links:

Surestep e-learning catalog

Proficiency Assessment

Sure Step download

2) SureStep Methodology

Source

Over the years I have been keeping my eye on the Microsoft SureStep Project Methodology. It was originally very ERP centric and as many of the CRM Consultants in the field know – CRM and ERP are very different projects! The audience, the style of design and the rollout are a different mindset.

Consider for instance that an ERP project is focused on a small group of people in the financial department with some interaction from management. CRM on the other hand spreads far and wide and can impact ever department and every person within a firm.

Needless to say despite keeping on eye on SureStep I have yet to embrace it.

With my latest deep dive into the application I can say that it has matured to a point where it is definitely worth checking out. There are still documents that need updating (references to Payroll and AP), but there are also a number of documents that can make your CRM projects much more professional, more organized and more successful.

So if you have not taken a look at SureStep and you are “reinventing the wheel” with regards to project templates or you think it is time to update what you are using then I would suggest that you log into Microsoft PartnerSource and download SureStep.

3. http://dynamicsblog.wordpress.com/2008/10/12/the-sure-step-rule-of-taxi-fare/

4. pass insurance for Sure Step 2010 exam available at http://www.selfexamengine.com/microsoft-mb5-858.htm

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