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MB2-706 Microsoft Dynamics CRM Online Deployment

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MB2-706 exam Dumps Source : Microsoft Dynamics CRM Online Deployment

Test Code : MB2-706
Test Name : Microsoft Dynamics CRM Online Deployment
Vendor Name : Microsoft
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Microsoft Microsoft Dynamics CRM Online

DXC Acquires Microsoft Dynamics 365, SAP associate | killexams.com Real Questions and Pass4sure dumps

DXC technology is acquiring the provider enterprise of EG A/S, which focuses especially on Microsoft Dynamics 365, with some extra SAP and Infor M3 abilities. The received enterprise will tuck into the DXC Eclipse unit. financial terms were not disclosed.

DXC CEO Mike Lawrie

EG’s carrier enterprise, primarily based in Copenhagen, Denmark, has roughly 570 personnel throughout the Nordic place, including Denmark, Norway, Sweden, and Poland, DXC indicated. EG’s ERP and CRM focus includes roughly four,000 mid-market and enterprise customers.

against this, DXC’s Eclipse company is a Microsoft Gold associate supplying Microsoft Dynamics 365, ERP, CRM, enterprise process, analytics, and collaboration options. The division, which has assisted roughly 1,seven hundred customers, has wide attain across the Pacific (Australia, New Zealand and Fiji) and in North the us (U.S. and Canada).

Describing the deal, DXC CEO Mike Lawrie said:

“The mixture of EG with DXC Eclipse will extend DXC’s leadership as a Microsoft Dynamics 365 programs integrator, greatly improving their capability to address customer wants within the Nordic location and globally. This additionally represents a significant funding for DXC within the Nordics, which is identified as one of the vital digitally capable areas in the world.”

DXC applied sciences: acquiring ServiceNow, Salesforce and Digital partners

this is the latest in a turning out to be record of DXC technologies acquisitions. prior offers include:

Microsoft Dynamics companion Acquisitions

meanwhile, M&A endeavor involving Microsoft Dynamics companions has been regular. illustration offers consist of:

identical M&A undertaking has took place in rival ERP and CRM ecosystems — including the Oracle, Salesforce and SAP companion networks.


issues with Microsoft Dynamics 365 patches | killexams.com Real Questions and Pass4sure dumps

“when you come to the end of your rope, tie a knot and hang on.” — Franklin D. Roosevelt

We had problems importing options in a sandbox instances for Microsoft Dynamics 365. It become as a result of distinct circumstances having distinct versions of Microsoft Dynamics 365. this article appears on the potential complications of patches.

Upgrading

we now have been upgrading customisations to make them Microsoft Dynamics 365 edition 10 compliant and removing the customisations which can be depreciated in Microsoft Dynamics 365 version 9.

which you could discover a listing of the crucial adjustments and what’s depreciated here:

https://doctors.microsoft.com/en-us/dynamics365/get-all started/whats-new/consumer-engagement/important-adjustments-coming

There will also be confusion about what you need to replace with new models. Microsoft helps the remaining 2 releases: Microsoft Dynamics 365 version eight and Microsoft Dynamics 365 version 9. Customisations are depreciated in Microsoft Dynamics 365 edition 9; they are going to still work in the existing version, nevertheless it skill that you could’t use them in Microsoft Dynamics 365 version 10.

An example if the customer api is depreciated

Xrm.web page

Now deserve to get the FormContext

executionContext.getFormContext();

so before you could possibly have accomplished this

var firstName = Xrm.page.getAttribute(“hosk”).getValue();

now you deserve to do this

var formContext = executionContext.getFormContext();

var firstName = formContext.getAttribute(“hosk”).getValue();

You could make the change now however you simplest should make this change if you are the usage of Microsoft Dynamics 365 version 10.

Patches

The Capgemini Dynamics crew keep customisations in source manage, this enables us to create options and set up them into new environments (we will create an environment and install all customisations with a click of a button). they will see the changes in Microsoft Dynamics 365 customisations.

We compare the xml changes of forms, views, JavaScript and all customisations. This week they observed in the ultimate patch Microsoft added a brand new section and JavaScript to the contact entity.

This raised here questions:

1. may still this change occur in a patch free up?

2. With Microsoft’s new direction of making all customisations as options, wouldn’t this functionality be not obligatory?

3. What performance could Icebreakers be? Would Microsoft indicate Icebreakers otherwise you shop them for each contact?

4. Patches don't seem to be intended to spoil functionality

problems

a new section brought to the kind which could confuse testers and users, but it surely breaks the deployment because it added a dependency to new interior answer introduced.

We obtained an error about missing dependency to “Icebreaker ” answer and msdyn_talkingpointsloader.js web resource right through deployment trying out on a separate tenant. The sandbox cases have been upgraded with the latest patch, whereas extracting the latest changes, the area alterations with some web substances and controls, including dependency to “Icebreaker” answer.

Dev illustration is edition look at various instance is version

Between 9.0.2.54–9.0.2.189 (DB edition) this answer and dependency became delivered, making it tricky to use multiple tenants because Microsoft controls when patches are put in. you could get into a circumstance where some of your circumstances have had a patch applied at the same time as you are waiting for Microsoft to follow patches for others.

when they put code into source manage and consist of Microsoft’s changes, they then can not installation these options into the situations which haven't had the patch applied.

here is the Unhandled Exception:

gadget.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=9.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: The motion became failed after 0 times of retry. InnerException is: Microsoft.Crm.equipment.ImportExportPublish.ImportSolutionException: answer appear import: FAILURE — -> Microsoft.Crm.equipment.ImportExportPublish.ImportSolutionException: answer show up import: FAILURE — -> Microsoft.Crm.CrmException: here answer can not be imported: feature_Customisations. Some dependencies are lacking. The lacking dependencies are : <MissingDependencies><MissingDependency><Required key=”1510" category=”66" schemaName=”MscrmControls.TalkingPointsControl.TalkingPoints” displayName=”MscrmControls.TalkingPointsControl.TalkingPoints” answer=”Icebreakers (9.0.1.7089)” /><stylish key=”a hundred twenty five" category=”60" displayName=”Contact” parentDisplayName=”grownup” identity=”1fed44d1-ae68–4a41-bd2b-f13acac4acfa” /></MissingDependency><MissingDependency><Required key=”1536" class=”sixty one" schemaName=”msdyn_talkingpointsloader.js” displayName=”msdyn_talkingpointsloader.js” answer=”Icebreakers (9.0.1.7089)” /><based key=”125" type=”60" displayName=”Contact” parentDisplayName=”grownup” id=”1fed44d1-ae68–4a41-bd2b-f13acac4acfa” /></MissingDependency></MissingDependencies> solutions

You best have just a few days’ observe and you have got no potential to handle when patches are utilized. Some Dynamics situations had been on one version and the others cases expecting the patch to be applied. this can create options that may’t be imported into some of your circumstances. You must monitor when patches might be applied and examine if all your circumstances have had the patch applied.

The documentation surrounding patches is sparse and there will also be massive changes. there is a risk of a patch breaking customisations in production — with a small time to test, how do you mitigate this issue? If Microsoft gave an in depth list of the changes it might assist to possibility check the patch.

after I labored on projects the usage of Microsoft Dynamics CRM on premise, the premiere follow turned into to in no way take the newest patch but set up the patch earlier than that. this fashion you may buffer your self from Microsoft breaking Microsoft Dynamics. I wrote a blog post on it should you sustain with Microsoft Dynamics CRM unlock cycle?

Microsoft may put in force the newest patch to be a beta edition and make it operational or flow to a month-to-month free up time table.

during the past when patches broke construction, the notorious patch of Microsoft Dynamics CRM 2011 patch 12 — where Microsoft modified how JavaScript labored and broke many cases. I focus on it CRM 2011 — things learnt when reviewing Javascript code on form loads

Conclusion

most of the instances patches come and go, repair bugs and nobody notices. It’s decent that Microsoft continuously fixes bugs — that advantages its users. If Microsoft might enhance its documentation, supply more warning and make huge changes in additional massive patch numbers this would unravel most of the complications. this is the on-line service world they reside in and it’s a more wonderful approach to life.


New points of CRM that has Revolutionized Microsoft Dynamics 365 | killexams.com Real Questions and Pass4sure dumps

After Microsoft Dynamics has been launched formally, each person is having eyes on his new elements. possibly, there are lots of new facets delivered of CRM for Microsoft Dynamics 365. lots of them can be found for each on-premises and on-line as well. These completely integrated equipment are beneficial for marketing, operations and revenue to accelerate the productivity of your enterprise. during this weblog publish, we're going to talk about the desirable 10 new aspects of CRM for Microsoft Dynamics 365.

1. Outlook client

besides the fact that children, the integration involving the Outlook client and the Dynamics CRM have always inflexible, Dynamics 365 have taken such integration to a different degree. With this, working has become greater effective as you don’t must tune your emails, initiatives, appointments and not even have to leave your inbox. Dynamics 365 without difficulty sustains Outlook for its net utility, home windows, and Mac together with the iPhone aid coming soon.

2. Editable Grids

This characteristic makes it possible for modifying record easier and quicker than ever. edible Grid presents prosperous inline modifying for sub-grids and the leading views. additionally, it comprises dragging columns, grouping and JavaScript and extra. also, it helps, editing of in-grid list on the sub-grid or entity degree, mobile clients, keyboard navigation, filtering, net customers, filtering and greater.

3. Relationship Insights

the brand new relationship Insights “Assistant” tracks can be found on any device and that can be constructive for easy interplay and communique with customers. as soon as when an assistant collects all facts from the communications, it reveals alternatives, manages your emails, and guides you together with your each day work whereas making a choice on actionable messages. Being an assistant, it analyzes your interactions and communications, creating a sequence of motion vehicles that presents personalized controls, links and counsel. aside from this, this function also drives email engagement and presents content material option templates together with assistance in line with the reply charges in addition to historical open fees.

four. Relevance Search Enabled device

here is an excellent search device that offers you with speedy consequences from different entities by way of the ability of relevance. perhaps, here is a lots more suitable new device used to discover fit for any kind of phrases or keyword in any device enabled to Relevance Search. With the filter and aspect assist, it becomes easier to get the hunt outcomes without a filtering the quest terms time and again. the hunt outcomes you'll get consist of suits of associated observe varieties automatically. additionally, this characteristic gets rid of the requirement of using wildcards.

5. site Map clothier/software Module

These terms are the carrier of deploying and packaging views, dashboards, kinds, entities, and stream, of a business system. With the accessibility to granular stage provided, users can most effective view certain kind, view or web site map that you've got introduced in each and every App Module you have made. App Module additionally gives you a chance to create advanced targeted purposes by using the performance of drag and drop.

6. visual technique designer/ BPF fashion designer

here's also a drag and drop designer obtainable in Microsoft Dynamics 365. visible system fashion designer can simply create guidelines and flows you want, as its capabilities encompass, an capability to call up workflows, timers and recommendation bubbles. This characteristic helps in creating assignment flows, enterprise guidelines, and process flows of a business. The visual system clothier helps in preserving branches and levels of a technique and setting guidelines for the method flows.

7. getting to know Paths

This device has dazzling authoring capabilities for making customized assist practices for the end-users. additionally, this characteristic can also be personalized, relying on the job features, or departments of the users. additionally, it can be localized in a wide range of languages. The which means of personalized help is that clients can work simply at their personal consolation and study new business methods and lines, make acquainted themselves with them.

eight. energy company Intelligence

As organizations are searching for the better the way to make appropriate selections regarding any sides of the each day operations, company Intelligence has develop into a crucial tool. Microsoft vigor BI has become a leader right here. Being an more suitable function, you can embed complete dashboards in stories and strengthen them or can add titles to dashboards and create a true-time and interactive visualization.

Conclusion

With every new liberate, Microsoft comes with some wonderful and effective facets in MSD 365. possibly, Microsoft Dynamics 365 CRM at all times tries to bring consumer engagement and a seamless customer adventure via a clean service based mostly sales strategy.


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Microsoft Dynamics CRM Online Deployment

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Dynamics 365 online deployment — MB2–715 study notes | killexams.com real questions and Pass4sure dumps

You cannot create a solution with Microsoft Dynamics 365 if you don’t understand it. #HoskCodeWisdom

The goal of Dynamics certifications is to broaden your knowledge, learn how new features work and get a certification to prove you know it — and that’s useful to you and employers.

The benefits of Dynamics certifications are discussed in my posts below:

How to prepare

First of all, understand what you will be tested on and read the certification criteria:

Microsoft Dynamics 365 customer engagement Online Deployment certification criteria

These are the main areas:

  • Create a Customer Organizational Structure (25% — 30%)
  • Administer the Microsoft Dynamics 365 Environment (25% — 30%)
  • Integrate Microsoft Dynamics with Other Applications (20% — 25%)
  • Manage Microsoft Outlook and Mobile Environments (25% — 30%)
  • Look at the details under these because they will include parts of the Dynamics 365 you don’t have experience with. This article explains why you might not have experience with certain areas of Dynamics 365.

    Certification process

    I have been getting Dynamics certificates since Microsoft Dynamics CRM 4 and I use the same proven steps:

    · Watch the Dynamics learning portal videos for the certification for the functionality I don’t know (and sometimes watch them for a refresh).

    · Whilst watching the videos I will make study notes. I believe in active reading/watching; otherwise I can’t tell if the information is sinking in or bouncing off.

    · For functionality I haven’t used before I create a trial in Dynamics 365 and play with the functionality. Using the functionality is the best teacher.

    · I make notes on the limitations of functionality and absolutes because these are the things Microsoft likes to test you on. It’s also easy to read these notes and put them into a quiz to enable you to test your knowledge.

    Source of information

  • Dynamics learning portal self-paced learning — 81071: Deployment in Microsoft Dynamics 365
  • Neil Parkhurst MB2–715 revision guide
  • Get yourself a Microsoft Dynamics 365 trial
  • Read and learn the study notes below and makes some notes of your own
  • Hosk study notes

    Please note these were made in 2017 and some things could have moved on…

    · blog post with a few details on Dynamics 365 instance management

  • There are two types of Instances: Production Instances and Non- production Instances.
  • Sandbox instance can be put in Administration Mode and System Administrator and System Customizer role can sign in to the instance
  • While Copying instance, target instance can be a Sandbox or Preview instance; not a Production instance.
  • When an instance is copied, target instance will be deleted and replaced with copy Source instances data, customizations.
  • Global administrator can copy all available instances. But Dynamics 365 system administrator can copy instance for which they have system administrator role.
  • Notifications are sent to administrators or any additional recipients configured when 80 % for storage limit is reached. If storage limit is reached no new records can be created. Here then data needs to be removed and/ or additional storage needs to be purchased
  • Full Copy includes all application data, user, customizations from the source instances and is suitable for UAT, upgrade testing, preview in Production (TAP/EA) and training.
  • Minimal copy includes users, customizations and is suitable for iterative team deployment, Partner/ ISV Solutions and Proof of Concepts.
  • System backups occur daily.
  • System backups are retained up to three days. Check your expiration date.
  • System backups do not count against your storage limits.
  • You can back up Production and Sandbox instances.
  • You can only restore to a Sandbox instance. To restore to a Production instance, first switch it to a Sandbox instance.
  • Only CRM Online 2016 Update 1 or later versions are supported for backup.
  • On-demand backups are retained for up to three days. Check your expiration date
  • The instance remains available while being backed up.
  • The instance remains unavailable while being restored.
  • Copied instances are copied to the same region as the source instance.
  • Instances that are reset are reset to the current region.
  • Preview Instances do not consume any of the storage quota purchased for Production and Sandbox instances.
  • A tenant can include up to 50 Dynamics 365 (online) production instances and up to 75 non-production (Sandbox) instances.
  • Each instance within the tenant receives its own SQL database.
  • Dynamics 365 data is not shared across instances.
  • Storage is shared across the primary instance and any additional instances.
  • All instances for a single customer tenant will be set up in the geography where they initially signed up for their account. Storage consumption is totalled and tracked across all the instances attached to a customer tenant.
  • You can set up separate security groups for all instances.
  • A licensed Dynamics 365 (online) user can potentially access all the Dynamics 365 (online) instances associated with the tenant. Access is controlled by instance security group membership.
  • You can purchase additional instances through the Additional Instance Add-On. Additional instances can be added only to “paid” subscriptions — not trials or Internal Use Rights (IUR). If you purchased your Dynamics 365 (online) subscription through Volume Licensing, you must go through your Large Account Reseller (LAR) to purchase the additional instance.
  • You can’t merge existing trials or subscriptions onto an additional instance; instead, you will need to move your data and customizations.
  • User accounts, identities, security groups, subscriptions, licenses, and storage cannot be shared among tenants. All tenants can have multiple instances associated with each specific tenant. Dynamics 365 data is not shared across instances or tenants.
  • Your instance will not be updated unless you approve it. This means your organization will go without the latest features and functionality until you explicitly give approval for the update to happen. Keep in mind, they do have an update policy that will make some updates mandatory, with no approval required.
  • At any given point a customer must be on the current version (n) or a version prior (n-1). For example, if you are on CRM Online 2016 Update (n-2) and chose not to take the available CRM Online 2016 Update 1 (n-1), then you would need to take December 2016 update for Dynamics 365 (online) (n) as a mandatory update.
  • Twice per Year new features become available through customer-driven updates in the Microsoft Dynamics 365 instance.
  • Office 365 admin centre to add/remove users
  • Best practise is to make the user change their password when they login
  • You add the user in Office 365 admin centre but you then must log into Dynamics 365 and give them a security role
  • Authentication is having a licence and office 365 user
  • Authorisation is having a security role
  • Removing the Dynamics 365 license makes the user disabled
  • Role assignment will stay the same for a disabled user.
  • Non-interactive users are for service accounts/integration
  • You can have 5 non-interactive accounts
  • Non- interactive users can be used for programmatic access
  • Non-interactive users don’t consume a licence
  • Global Administrator — access office 365 admin centre
  • Administrative roles don’t use licences
  • Administrative roles can’t see any Sales, Marketing or service records
  • Administrative role is set to Administrative on user settings
  • To reduce administration, it’s recommended you setup federation because you must have an office 365 user. Synchronise your AD with Azure AD
  • A global administrator will, by default, also have systems administration privileges in Dynamics 365
  • Global administrator can access Dynamics 365 without a license but they cannot view any records without a Dynamics 365 license in read-write mode
  • Global Administrators are the only people who can assign other admin roles
  • You can assign alternative email addresses
  • Customized Administrator roles
  • · Billing Administrator

    · Dynamics 365 service administrator

    · Exchange administrator

    · Password administrator

    · Skype for business administrator

    · Power BI service administrator

    · Service administrator

    · SharePoint administrator

    · User management administrator

    Licensing

  • Dynamics 365 is available in two editions. Business and Enterprise. — not any more but the exam might not be updated
  • Enterprise is aimed at customers with more than 250 users
  • Enterprise can include operations and finance
  • Enterprise has dual rights which means you get a free on-premise licence with your on-line licence
  • Business edition is aimed at companies with 10–250 users
  • Dynamics 365 is based on named users — e.g the license is assigned to a Office 365 user
  • Enterprise edition application licenses are often $95 each. Whilst the customer engagement plan, giving access to all of the engagement apps is $115 per user per month
  • The Dynamics 365 Plan license, giving total access to all of customer engagement and operations is currently $210. Whilst the Unified Operations Plan is $190.
  • Business edition, full users are $40 per use per month. And a Business edition team member license is $5 per user per month.
  • One sandbox and one production instance are provided with your first purchase of a Dynamics 365 license.
  • Additional sandboxes cost $90ish per month
  • Portal

  • One portal is included with any Dynamics 365 Customer Engagement Plan subscription, per tenant, shared across all Customer Engagement Application
  • Each portal may only be associated with one instance
  • Instances

  • Tenant — an account created in Microsoft Online services
  • One tenant > many instances
  • Each instance is deployed to a separate SQL database
  • Different instances can be used for different tasks — test, dev, training, etc
  • Security group — what users can access what instances. g. you could have a developers security group, with access to the development instances
  • Two Instances types
  • · Production instances

    · Non-production instances — Sandbox

  • Production and sandbox instances are purchased as addons for a subscription
  • Trials cannot purchase add-ons
  • All instances have names and unique url
  • Instances are managed in the Dynamics 365 admin centre
  • Sandbox instances have actions not available on production instances such as
  • · Switch (change from production to sandbox or sandbox to production)

    · Reset

    · Delete

    · Copy

  • An admin can switch between product to sandbox and sandbox to production.
  • You can only switch instances if you have paid for the different types
  • Production instances cannot be reset
  • When an instance is reset, it’s deleted and created as a new instance
  • Sandbox instance can be moved to Administration mode
  • Administration mode, limits access to administrators and customizers
  • Administration mode stops back group operations such as Async services and workflows
  • All the storage is shared between all instances
  • A full copy, Copies an instance copies Data, users and customisations
  • Minimal copy only copies users and customisations
  • When copying consider how much data you have available and cost
  • You might not want developer users to see production data — be careful
  • You can only copy instances to a sandbox instance
  • You can copy from production or a sandbox instance
  • A tenant can include 50 production instances and 75 non-production instances
  • Each tenant is bound to the same region
  • You can ask Microsoft to create instances in different regions
  • You can only copy between instances in the same region
  • You can have multiple tenants, you cannot share anything between tenants
  • Each tenant is linked to a separate Active directory
  • You can enable Admin mode (Administrative Access) and only users with Administrator or System customizer security roles can sign in.
  • Administrative access will disable Asnc jobs such as Workflows, async plugins, service side sync)
  • You can only enable Admin mode on sandbox instances
  • You can switch a production instance to a sandbox instance
  • You can delete a sandbox instance
  • You cannot delete a production instance
  • You can reset a sandbox instance
  • You cannot reset a production instance
  • Resetting an instance wipes it clean, removes customisations, data, users, everything
  • You can copy an instance to a Sandbox instance
  • You cannot copy sandbox to production or production to production
  • The maximum data you can copy is 100 GB
  • Full copy copies customisation, data and users
  • Minimal copy copies customisations and users but not data
  • Reset an instance, deletes it and recreates it. This is useful to set the sandbox to a different version, free up storage space, delete the data
  • Storage

  • Storage is shared between all instances
  • If storage capacity is reached, new records cannot be created
  • Storage is connected to a subscription not an instance
  • You get a warning when 80 percent of storage is reached
  • You can add more email recipients to the notification list (e.g. partners)
  • You cannot reset a production instance
  • A new subscription will provide 10Gb of storage, a free sandbox instance, free portal
  • an additional 5Gb will be granted for each 20 full licenses purchased
  • You can see your Microsoft Dynamics licenses within the licenses option under billing in Office 365 admin
  • There is a limit of 30 TB
  • Dynamics 365 has a limit of 300 custom entities
  • default a Dynamics 365 Customer Engagement subscription will provide 10Gb of storage. Then an additional 5Gb of storage is automatically added for every 20 full users. (Team member licenses do not contribute to this increase.)
  • The amount of extra “free” storage is capped at 30Gb.
  • Additional storage can be purchased in 1Gb chunks. Up to a maximum of 5Tb of extra storage.
  • Updates

  • Updates become available twice a year
  • CDU — Customer driven update
  • You can skip one update but you cannot skip 2 in a row
  • The next update will be mandatory if you skip one
  • Patches will be released between major releases
  • Update emails are sent prior, during and after the update
  • Updates need to approved for each instance
  • Your instance won’t be updated without your approval. Unless the update is mandatory where it will be updated without approval (e.g. you must take 1 update per year)
  • You must be a Dynamics 365 System administrator to approve an update
  • When an update is approved, you can reschedule it as long as it hasn’t started
  • When an update has started the reschedule option will no longer be available
  • Four stages of an update
  • · Queue (Not Started)

    · Backup

    · Restore

    · Database Upgrade

    Notifications

  • You get notifications for
  • · Service outages

    · 80% storage limit reached

    · Potential upgrades

    SharePoint — Document management

  • SharePoint can store documents outside of Dynamics 365 and is a way to save space in Dynamics 365
  • SharePoint is server to server integration
  • All combinations of Dynamics 365 online/on premise and SharePoint online/on premise are supported
  • Microsoft OneDrive

  • 1TB of cloud space provided
  • You can share documents on OneDrive to provide a more private method of sharing, instead of the public SharePoint
  • You need SharePoint integration for OneDrive to work
  • You must be assigned an Office 365 licence
  • Dynamics 365 on Premise or on line
  • You must enable OneDrive for business in System settings
  • There is a security privileges called OneDrive for Business, found in in core records à miscellaneous privileges
  • Microsoft OneNote

  • OneNote is used to capture notes
  • OneNote integrates with Dynamics 365 and On premise
  • OneNote notebooks are stored in a SharePoint site
  • SharePoint integration must be enabled
  • You enable OneNote integration at an entity level
  • For enabled entities OneNote notebook will appear on the activity wall, after Notes
  • Microsoft Skype/Skype for business

  • You can configure which skype is used
  • It can automatically open when you click on a phone number
  • Office 365 groups

  • Shared workspaces for people to collaborate
  • It allows collaboration with Dynamics 365 and Office 365 users (who don’t have Dynamics 365 licences)
  • You need an Exchange Mailbox for each user that will use Office 365
  • SharePoint integration must be enabled for Office 365 Group users to view documents
  • Office Delve uses Machine learning to search all data (but not data held in Dynamics 365)
  • Delve can be shown in the Dynamics 365 as a dashboard
  • Delve dashboard cannot be shown on Dynamics 365 on premise
  • Dynamics 365 Apps

  • Apps allow you to edit the site map to only show certain entities, regardless of security role
  • Apps can be enabled/disabled for one or more security roles
  • Each App has its own URL
  • The apps suffix will work in the url
  • Users can navigate to the app from the menu
  • Apps only work in the web client
  • Apps can modulise the UI and provide a filtered view
  • Apps is another solution enabled entity
  • Apps can used Dashboards, Forms and views and Charts and Business process functions
  • App validation warns users on missing dependencies during app creation
  • App has a sitemap designer, which can be used by non-admin users
  • App Source allows you to find apps
  • Apps can add Site Map, Dashboards, Business process flows, entities (forms, views, charts)
  • Powerapps

  • PowerApps allow you to create no code apps
  • PowerApps can be built from templates
  • PowerApps can run in a web browser or mobile device (IOS, Android, Windows phones/tablets.)
  • To use PowerApps you need Office 365 or Dynamics 365 licence
  • You can access PowerApps from the app selector in Office 365
  • Powerapps is free of Office 365 and Dynamics 365 users
  • 2 Paid plans for PowerApps
  • Free PowerApps cannot use the common Data Service
  • 1 paid plan can use the common data service
  • 2 paid plan can model your data using common data service and enterprise grade admin
  • You can connect powerapps with 90 plus different services
  • You don’t write code but can use Excel like formulas
  • You can link PowerApps with Flow
  • Outlook integration

  • Dynamics 365 for outlook is installed on a user’s computer
  • You can track emails, appointments, contacts and tasks
  • Dynamics 365 for outlook allows you to work offline
  • Dynamics 365 for outlook supports 32 and 64 bit
  • Dynamics 365 for outlook works with Windows 7, 7 SP1, 8, 8.1, 10
  • Dynamics 365 for outlook works with Windows server 2012 and 2012 R2
  • Deploying can be done manually, command line, group policy, remote desktop, Microsoft System Center configuration manager
  • To track emails, the outlook email address must match the users email address in Dynamics 365
  • You can add multiple instances visible in Outlook
  • Only one instance can be a syncing instance
  • Offline data is stored on a local Microsoft SQL server express database
  • The offline data filters controls what data is downloaded to the users computer
  • You cannot add new field or custom field to the synchronisation settings
  • Dynamics 365 app for outlook
  • Dynamics 365 apps works online not on each users machine
  • You can track meetings and appointments not just emails
  • Dynamics 365 email templates can be used in the Dynamics 365 app for outlook
  • Dynamics 365 doesn’t have built in email functionality
  • Server side sync, integrates Exchange and Dynamics 365
  • Server side sync doesn’t need Outlook to be running
  • Server side sync talks direction with exchange and Dynamics 365
  • Incoming — None, Microsoft Dynamics 365 for Office outlook, Server side sync or email router or forward mailbox
  • Outgoing none, Microsoft Dynamics 365 for Office outlook, Server side sync
  • Folder level tracking will automatically track emails when they are moved to certain folders
  • You can link Exchange rules to move emails into folders and linked with Folder Level tracking
  • A limit of 25 rules/folders
  • You create folder tracking rules
  • Mobile Apps

  • Dynamics 365 for phones — uses the same forms as web applications
  • Dynamics 365 for phones — CRM onlines 2015 updates 1, CRM 2016 on premises
  • Dynamics 365 for phones express — CRM 2013 on prem, on line
  • Dynamics 365 for tablets — CRM 2013 online and on premise
  • Mobile apps are free for licenced users
  • Go to a form and click a field to set if a field is visible on the phone
  • Forms are used for both web app and mobile
  • Entity metadata has a checkbox — enable for mobile
  • · Read only in mobile

    · Enable for mobile offline

  • 2 Security privilege restrict access Dynamics 365 for mobile and Dynamics 365 for phones express
  • Mobile security privileges are found in the business management section
  • All custom entities can be enabled for all mobile apps
  • Dynamics 365 for phones and tablets can make entities read only
  • Some system entities cannot be enabled
  • Tabs, sections and fields can be hidden from Dynamics 365 for phones
  • You cannot hide components (fields, sections, tabs) for Dynamics 365 for tablets
  • You can hide components for Phones but not tablets
  • Multiple dashboards can be enabled for Dynamics 365 for phones and Dynamics 365 for tablets
  • System or user dashboards can be enabled for phones and tablets
  • There is a dashboard property called Enable for mobile
  • You can only enable offline sync in a production instance
  • You need 5+ professional licences or 1 enterprise license
  • You need to create mobile offline profile, which defines what data is taken offline
  • You can define data to be download as My data, Teams data or business units data
  • You need to add users to a mobile profile and publish it
  • You can choose to set Synchronization conflicts

  • Microsoft Dynamics CRM 2011 Released for On-Premises and Partner-Hosted Deployments | killexams.com real questions and Pass4sure dumps

    REDMOND, Wash. — Feb. 16, 2011 — Microsoft Corp. (Nasdaq “MSFT”) today announced that Microsoft Dynamics CRM 2011 for on-premises and partner-hosted deployments has been completed and released for customer download. This release complements the latest version of Microsoft Dynamics CRM Online, which delivers Microsoft Dynamics CRM 2011 as an on-demand service from Microsoft’s datacenters and was launched into 40 markets and 41 languages in January. With a single multitenant code base across cloud and on-premises deployment models, Microsoft Dynamics CRM 2011 delivers the Power of Productivity to sales, service and marketing organizations worldwide.

    Microsoft Dynamics CRM 2011 is now globally available and existing customers with active Microsoft Software Assurance agreements can access the new version immediately via the Microsoft Download Center.

    In addition, Microsoft announced the new release scaled to 150,000 concurrent users in a single instance while delivering sub-second response times, once again raising the bar for performance and scalability in the CRM industry. The new benchmark results will be detailed in a Microsoft Dynamics CRM performance and scalability white paper that will be delivered in the coming weeks.

    “The need to build deeper and more profitable relationships on a global scale remains a CIO top priority,” said Mark Barrett, senior vice president, CRM, Avanade. “The combination of Avanade’s deep experience in solution development and Microsoft Dynamics CRM 2011 enables us to deliver comprehensive CRM capabilities to their clients through on-premises deployments as well as a software-as-a-service offering. Microsoft Dynamics CRM 2011 provides a platform for us to help companies strengthen customer and partner relationships, increase productivity, and collaborate across the organization.”

    Microsoft Dynamics CRM 2011 provides customers and partners with a wide range of benefits, including point-and-click configurability, enterprise scalability, and easy interoperability to existing applications and databases. It delivers the Power of Productivity for users in organizations of all sizes through its focus on the following:

  • Familiar experiences through a next-generation native Microsoft Outlook client, browser-based and mobile access, RoleTailored design, and advanced user personalization, improving user adoption and giving users easy access to the information they need to be successful.

  • Intelligent experiences through guided process dialogs, inline business intelligence for performance and goal management, and real-time dashboards, providing the most up-to-date information critical to enabling sales, service and marketing professionals to do their jobs effectively.

  • Connected experiences through flexible cloud development, Windows Azure interoperability, contextual Microsoft SharePoint capabilities and the new Microsoft Dynamics Marketplace, making it easy for customers and partners to configure and customize Microsoft Dynamics CRM to meet specific business needs.

  • “Microsoft Dynamics CRM 2011 brings a whole new level of productivity to sales, marketing and customer service departments,” said Terje Laugerud, CEO, CIBER International. “The focus on familiar, intelligent and connected experiences appeals to their customers and provides an ideal platform for CIBER to deliver innovative CRM solutions to customers in a range of industries.”

    Integrated within Microsoft Dynamics CRM 2011, the Microsoft Dynamics Marketplace is available today in 20 markets and currently offers more than 1,400 partner offerings for solutions and services. This online catalog is an easy way for partners to market and distribute solutions to Microsoft Dynamics customers, whether online, on-premises or partner-hosted. The marketplace enables customers to quickly search, discover and apply industry-specific applications and solution extensions from Microsoft and its partners to help them accelerate and extend their CRM and ERP implementations. Microsoft Dynamics Marketplace is available in Austria, Australia, Belgium, Brazil, Canada, Chile, Colombia, Denmark, Germany, France, India, Italy, Japan, Mexico, Netherlands, Portugal, Russia, Switzerland, the United Kingdom and the United States.

    More information about partners and customers deploying Microsoft Dynamics CRM 2011 can be found at http://crm.dynamics.com. Those who want to follow and engage with the Microsoft Dynamics CRM community can do so at @MSDynamicsCRM, #crm2011.

    About Microsoft Dynamics

    Microsoft Dynamics is a line of simple to learn and use ERP and CRM solutions that work with your existing technology and scale as you grow to give you long-term value. By using software and online services that work the way people and organizations work, businesses are better able to make informed decisions and adapt to rapid change. Microsoft Dynamics helps your people be more productive and your investments in existing systems last longer, while enabling your business to derive the insights necessary to respond quickly and have a competitive edge in an ever-changing world of business.

    About Microsoft

    Founded in 1975, Microsoft (Nasdaq “MSFT”) is the worldwide leader in software, services and solutions that help people and businesses realize their full potential.

    Note to editors: For more information, news and perspectives from Microsoft, please visit the Microsoft News Center at http://www.microsoft.com/news. Web links, telephone numbers and titles were correct at time of publication, but may have changed. For additional assistance, journalists and analysts may contact Microsoft’s Rapid Response Team or other appropriate contacts listed at http://www.microsoft.com/news/contactpr.mspx.


    Top 10 Features of Microsoft Dynamics CRM 2011 | killexams.com real questions and Pass4sure dumps

    Home   →   CRM   →   Top 10 Features of Microsoft Dynamics CRM 2011 Posted September 23, 2010 By Herman Mehling     Feedback

    Microsoft hopes its latest CRM offering can help the software giant gain ground on Salesforce.com.

    The beta version of Microsoft Dynamics CRM 2011 released earlier this month has created quite a stir among beta testers and market-watchers, as it contains a number of big improvements. Those features include a next-generation native Microsoft Outlook client, Microsoft Office contextual CRM Ribbon for Office navigation and user experience, role-tailored design, and user personalization.

    The new software, designed for both cloud-based and on-premises deployments, is Microsoft's latest attempt to gain ground on CRM (customer relationship management) market leaders Salesforce.com (NYSE: CRM), Oracle (NASDAQ: ORCL) and SAP (NYSE: SAP).

    Here's a list of the top 10 features of the beta release, which can be found at www.crm2011beta.com.

    1. New Business Intelligence Functionality

    The new real-time dashboards in Microsoft Dynamics CRM 2011 deliver advanced business intelligence functionality that is simple to use.

    Users can quickly configure multiple dashboards to monitor business performance, for example. The dashboards can be set up for individual or shared use, and can include inline charts with drill-down intelligence to visually navigate data, identify trends and uncover new insights.

    2. Tight Integration with Microsoft Office

    Microsoft Dynamics CRM 2011 introduces a new Office 2010 contextual ribbon for Microsoft Dynamics CRM Online and Microsoft Dynamics CRM browser clients. The ribbon delivers a consistent, familiar navigation and user experience.

    The new release enables CRM information to take full advantage of native Outlook functionality, including previews and conditional formatting. Users can highlight and flag CRM records, just like they can with an Outlook email.

    The reading pane gives users an instant view of a record without having to open a new screen.

    3. Advanced User Personalization

    Microsoft Dynamics CRM 2011 lets users configure their workplaces to meet their specific roles and information needs. Personalizing a workspace allows users to set the default pane and tab that display when they open Microsoft Dynamics CRM Online.

    Users also have control over what links appear in the workplace view, how many records appear in lists, how numbers and dates display, and the language they want to use. Finally, users can combine these personalized features with the new dashboard feature to create a personalized dashboard for their default view.

    4. Integration with SharePoint and Microsoft Dynamics NAV

    The beta demonstrates Microsoft's desire to provide out-of-the-box integration with two key Microsoft products: SharePoint and Microsoft Dynamics NAV.

    Microsoft Dynamics CRM 2011 integrates with SharePoint Server's document management through contextual document repositories.

    CRM 2011 will also integrate with Microsoft Dynamics NAV 2009 R2, due for release in the next few months. Together, the two products will boost productivity by enhancing interaction between front and back office applications.

    5. Role-based Forms and Views

    Microsoft Dynamics CRM 2011 displays forms and views based on user roles. This role-tailored design ensures that users have fast access to the relevant information they need. Role-based forms and views also prevent users from seeing data that they are not authorized to view.

    6. Better Configuration Capabilities

    Microsoft has incorporated numerous small but significant features into Microsoft Dynamics CRM 2011 that make it easier for businesses to configure solutions, either for themselves or third-parties.

    Key features are: custom activities and communications; field-level security; data auditing; tailored form experience; and an improved knowledge base.

    7. Customizing and Sharing

    Microsoft Dynamics CRM 2011 introduces what the vendor calls 'solutions,' which are ways to save customizations and share them with others. Users can create a solution or import a solution created by a developer outside the organization.

    A managed solution can only be edited by a specific user. An unmanaged one can be edited by any user with an appropriate role. A solution can have version numbering, relationships with entities and other components, and security features based on user roles.

    8. Interactive Process Dialogs

    Dialogs help companies to collect and process information using step-by-step scripts. At the most basic level, companies can use dialogs to guide customer interactions and internal processes. At another level, dialogs can be used to increase performance and versatility by incorporating workflow logic. This logic invokes automated tasks using the responses a customer or user makes during a dialog script.

    9. Microsoft Dynamics Marketplace

    Microsoft Dynamics Marketplace is an online solutions catalog that helps developers accelerate and extend their Microsoft Dynamics CRM Online implementations. The marketplace is fully integrated with Microsoft Dynamics CRM 2011.

    Customers will be able to access Microsoft Dynamics Marketplace from within Microsoft Dynamics CRM to search and download applications and connect with Microsoft partners. For more information, visit http://crm.dynamics.com/DynamicsMarketplace/landing.aspx.

    10. Cloud Development and Deployment

    Microsoft Dynamics CRM 2011 allows developers to take advantage of Windows Azure to develop and deploy custom code for Microsoft Dynamics CRM Online using tools such as Visual Studio. Developers can use Microsoft .NET Framework 4.0 to incorporate Microsoft Silverlight, Windows Communication Foundation, and .NET Language Integrated Query (LINQ) into their cloud solutions.



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    References :


    Dropmark : http://killexams.dropmark.com/367904/11705939
    Wordpress : http://wp.me/p7SJ6L-1dL
    Issu : https://issuu.com/trutrainers/docs/mb2-706
    Dropmark-Text : http://killexams.dropmark.com/367904/12209746
    Blogspot : http://killexamsbraindump.blogspot.com/2017/11/look-at-these-mb2-706-real-question-and.html
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    Box.net : https://app.box.com/s/hpo2kv83o4q9fe14gee8z2vc8v81bfbr
    publitas.com : https://view.publitas.com/trutrainers-inc/ensure-your-success-with-this-mb2-706-question-bank
    zoho.com : https://docs.zoho.com/file/5uchy15a5eff8ca774d2a80f0db68cc0f8d29






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