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


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


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…

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


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: 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

28 Dynamic Reports with Microsoft Dynamics CRM with Pivot Tables

29 Developer Training Course for Microsoft Dynamics CRM 2011 –

30 Programming Models for Microsoft Dynamics CRM 

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 

CRM Interview Questions

1)   Are there any good resources that would have samples of good interview questions that would demonstrate someone’s skill level with MS Dynamics CRM?

Rick Williams • There are at least three different positions that you might ask very different questions for, that is Administrator, Architect or Developer. Some of those duties may cross over depending on the size of your implementation and just how much product customization you need. If you Google search it you will find a list of questions like here

There is also a book you could purchase that claims to have interview questions and certification exam questions here

2)   Source – Hosk’s blog article 

It got me thinking about interview questions, what would I ask people and is it important for CRM developer/consultants to know the answer.  There is always a debate on the benefits of people knowing syntax of programming languages etc, do you really need to have this knowledge with google there to help you?

Amusing I once went for an interview and the person said when they Google interview questions or information about CRM they kept coming to my blog.  So it was quite amusing when they asked me what the difference was between a workflow and a plugin for my brain to go blank and not really know the answer.

I searched google for CRM 2011 interview questions.  I found a book on CRM 4 interview questions, it’s seem a bit of a small area to base a whole book on, especially if you put a CRM version to it.  Have a look here if you are interested.

I found two forums where CRM MVP’s and experienced users put forward some suggestions, the forums are here and here

The forums did supply quite a few links

although not my blog post CRM 2011 – common interview questions

one user

Israel Pradeep Gujjarlapudi 

supplied some very interesting questions

1. Difference between PlugIn vs Workflow (Asynchronous vs Synchronous)

2. What are basic security permissions at domain level (priv reporting group, privUser group, SQL Reporting group… total 5 groups availble google it.)

3. for plugin deployment, Difference between GAC, DataBase, Disk deployments.

4. Difference between CRM webservice Vs CRM.SDKProxy namespaces.

5. Calling Dynamic Entities (knowledge on Moniker, INputParameters, OutPutParameters, and MetaServices.)

6. Difference between GUID and Key, Lookup and String

7. Knowledge on Java Script and SOAP webservices, most important how to call XmlHttpRequest. (Bold questions are high priority quesitons, you will get answers in google. if not ask me.)

8. how many max number of tabs available in MS CRM Entity Form (officially max 8 tabs, unofficially we can do plenty(Its not recommended by Microsoft CRM))

Although when I read them they are based on CRM 4 but I still wondered if knowing how many tabs you can add is actually very useful and would it really count against hiring someone if they didn’t know it was 8.

The user KSDev19 supplied some really excellent questions because there were not just about technical knowledge but can be answered if you had done CRM development.

1. explain in details about the event execution pipeline.

2. when do we register a plugin in child pipeline. give examples

3. What are images. Why are they used.

4. What is early binding and late binding. How is it used in CRM

5.How do you debug a plugin

7. What is PrinciplalObjectAccess table why is it used.

8. What is the use of stringmap table.

9.How do you set a recurrening activity in CRM

10. when can infinite loop occur in a plugin. How do you avoid infinite loops in plugin code.

11. How do you avoid sql deadlock.

12. How many types of relationships are available in crm

13. What is the difference when the ownership is user vs organizaion for a custom entity.

14. what are filtered views?

15. if you delete a record from UI, what happens in database. can you bring the record back?

16 what is deletion service? can you change its schedule

Although they are still a bit technical, although it does depend on what role you are hiring for.

All the questions were not really focused on CRM 2011 but I would like question which you could see the though process of the person as well as their technical knowledge.  So after questioning the questions, I quickly wrote some of my own.

1.  How is Linq used in CRM 2011

2.  How would you automatically create cases from

3.  Can you call a plugin using Javascript

4.  What new features were included in Rollup 5

5.  In what circumstances are dialogs useful

6.  What limitations does the sandbox have on plugins in the cloud.

7.  How do you configure Sharepoint to work with CRM 2011.

8.  When would you use a pre validation plugin and when would you use a post validation plugin

9.  Why use images with plugins.

10.  How would you Autonumber functionality to CRM.

11.  Explain how solutions work, managed and unmanaged.

8.  How do you debug a plugin

9.  How do you debug Javascript

10.  What does the CRM asynchronous service do



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 –

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.

Surestep e-learning catalog

Proficiency Assessment

Sure Step download

2) SureStep Methodology


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.


4. pass insurance for Sure Step 2010 exam available at

MS CRM Courses


Additionally you can take Microsoft Official Course 80003 (Workflow in Microsoft Dynamics CRM 4.0) which covers all areas (Basic & Advanced Workflows, design process, multi-stage workflows and workflow management). If you need to develop workflow extensions (custom workflow activities) you can also take 8969 course (Extending Microsoft Dynamics CRM 4.0) or follow the SDK walkthroughs & examples. There is also some good books that covers Workflow development and any other types of extension (David Yack’s ‘xRm as rapid development platform’ is a good one).

2.  Good articles – Certification Exam Study Guides

70-565 – MCPD .NET Enterprise 3.5

70-503 – MCTS WCF .NET 3.5

70-561 – MCTS ADO .NET 3.5

3. UPD 05/11/2015

CRM deep dive architecture sessions with MAPA

The Microsoft Association of Practicing Architects is a learning community offering deep dive architecture sessions in a range of Microsoft technologies including Dynamics CRM. Example sessions include:
* Managing CRM Online Instances
* Performance Tuning for CRM Online
* CRM as a Solution Framework

Courses are live online and recorded.

Register for free here: