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MB2-716 exam Dumps Source : Microsoft Dynamics 365 Customization and Configuration
Test Code : MB2-716
Test Name : Microsoft Dynamics 365 Customization and Configuration
Vendor Name : Microsoft
: 96 Real Questions
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Salesforce has spent the last twenty years building a $13 billion company, mostly on the returned of a CRM application delivered as a cloud provider. In its most fresh monetary suggestions, Salesforce forecasts it expects to obtain $16 billion in earnings next 12 months, and within the next 4 years could be in a position to generate annual revenues in the range of $26 to $28 billion.
Given the overall growth of the Salesforce offerings, it’s now not clear how a whole lot of that boom might be specially pushed by using CRM. but foreign facts Corp. (IDC) estimates that Salesforce has a 20 percent share of a CRM market that continues to be the fastest starting to be sector of the commercial enterprise IT market.
when it comes to capabilities, the Microsoft Dynamics 365 CRM application is very corresponding to the comparable Salesforce offering. however Microsoft obtained a a whole lot later birth than Salesforce within the cloud. whereas Microsoft has received CRM share of late, it’s price noting that Salesforce’s three nearest rivals mutually still account for under 20 percent of the standard market so Salesforce continues to be the top-quality CRM utility issuer when it comes to market dimension.
Microsoft, future, may additionally signify Salesforce’s most bold rival. however the momentum Salesforce already has will make certain that it should be a dominant CRM drive to be reckoned with neatly into the next decade.What are the Similarities & adjustments between Microsoft Dynamics 365 and Salesforce?
cost Salesforce Pricing
Small business essentials is $25/consumer/month (billed annually), Lightning skilled $75/user/month, and Lightning commercial enterprise $one hundred fifty/user/month.Microsoft Dynamics 365 Pricing
The client Engagement Plan, a full CRM suite, is $115/user/month; the Unified alternatives Plan is $a hundred ninety/person/month; the Dynamics 365 Plan is $210/user/month.
Microsoft costs a more robust monthly starting cost. however can charge comparisons are closely based on the variety of modules employed and with the aid of what forms of clients. it is possible, as an example, to get a hold of an implementation of Microsoft Dynamics 365 CRM that charges below a comparable example of Salesforce. each and every corporation should still carefully evaluate the total can charge of both platform when all of the points and capabilities they require are fully loaded.Ease of Use
each offerings address projects equivalent to contact and account administration, territory administration, and earnings forecasting. but Salesforce has no longer simplest invested heavily in making certain its application constantly manifests on distinctive endpoints. additionally, Salesforce has invested closely in an Einstein platform that makes it possible for end clients to take advantage of herbal language processing and artificial intelligence (AI) applied sciences to have interaction with its purposes. Microsoft is also dedicated to investing in identical AI applied sciences, however as AI applies to CRM, Salesforce is significantly forward.Implementation
regardless of whatever thing promises are made, neither Microsoft nor Salesforce gives a true “out-of-the-field” software journey. both functions should be carried out following a well-defined set of ideal practices ideally overseen by using a licensed advisor.Customization
Microsoft makes it possible to personalize some points of its CRM, whereas making accessible a application development kit to tackle more advanced tasks. Salesforce has made obtainable a Lightning low-code development platform that may also be employed by means of each energy clients and knowledgeable developers to customize its cloud applications to very nearly any degree possible.Integrations
The Microsoft Dynamics 365 CRM providing suits smartly inside the context of the higher Dynamics 365 platform, which provides connections to Microsoft vigor BI and PowerApps. Microsoft Dynamics 365 CRM is additionally a greater herbal extension of Microsoft workplace 365.
In contrast, Salesforce has invested heavily in making sure its CRM cloud offering integrates with a wide selection of purposes and, following its fresh acquisition of Mulesoft, will more tightly combine its CRM offering with an integrated platform-as-a-carrier (iPaaS) atmosphere.customer guide
Salesforce and Microsoft have each invested heavily in consumer help. they have got also both built huge companion networks that give shoppers with a big range of guide alternatives.facets & Add-ons
each Microsoft and Salesforce make obtainable a wide array of complementary purposes by way of their respective app retailers. but Salesforce has an in depth set of complementary cloud functions that handle every little thing from advertising and marketing to customer provider.linked CRM evaluation Articles how to decide which is choicest on your circumstance
Our recommendation for Small and Medium Sized companies (SMB)
while Salesforce naturally has some huge benefits when it comes to capabilities, organizations will now not with no trouble be capable of push aside Microsoft. in lots of cases, the fundamental device that smaller organizations count on to manage contacts is Microsoft Outlook. Migrating to Microsoft Dynamics 365 CRM can appear like the subsequent most logical transition.Our recommendation if your enterprise relies on different Microsoft products
Microsoft additionally provides a route for integrating its CRM utility with the relaxation of the Microsoft Dynamics 365 ERP application. ultimately, Microsoft additionally bought LinkedIn, which offers a direction to integrating its CRM with one of the crucial most widely employed social media networks, relied on by way of enterprise specialists.The CRM that most earnings groups choose
nonetheless, there are many greater income groups that be aware of a way to navigate Salesforce applications. Getting sales groups to wish to use a CRM software in the first area isn't a straightforward task. Getting them to include an software they don’t already be aware of can be one challenge too many.
Microsoft lately announced the established availability of Dynamics 365 consumer Insights. This new offering from Microsoft brings together client facts to gain to present a single view of clients and derive clever insights from them. it'll empower advertising, earnings, and service experts to deliver great one-on-one interactions with consumers. Dynamics 365 consumer Insights will let you:
Get a holistic view of purchasers
release insights and take motion
Adapt and prolong
count on a productive and depended on platform
It charges $1,500 per tenant/month. be trained greater about this new carrier right here.
Shailesh Wath is a D365 box carrier Architect with CloudFronts technologies. Shailesh designs and boost device as per customer wants and has a wide experience of migrating different purposes to D365 box provider & PSA. Shailesh has labored on many client projects of world implementation. Shailesh has adventure in .internet and Java purposes building with complete adventure of 15 years.
CloudFronts is a Microsoft certified Gold accomplice which offers finished Dynamics 365 (consumer Engagement, Finance and Operations, business principal) implementations, power BI Analytics, workplace 365 and Azure Infrastructure features. The group has deep knowledge in providing and aiding the customers via all facets of their implementation from strategic expertise consulting and street-map, necessities assessments, undertaking implementation, practicing, migration to submit go reside managed services and aid. The company has massive adventure in digitally remodeling corporates in sectors such as banking & economic features, knowledgeable capabilities, pharmaceutical, manufacturing, F&B, retail, agro-tech, non-profit and several others.
CloudFronts commenced its operations within the 12 months 2012 to empower agencies all over the world, do greater with know-how. take a look at their customer success studies right here: https://www.cloudfronts.com/customer-success/
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Microsoft Dynamics 365 for Sales is a robust CRM, but there’s a software that can supercharge the platform – DealHub CPQ.
Microsoft Dynamics 365 is a powerful CRM platform to manage leads and customer relationships. What it lacks, however, is the ability to manage the sales process from end to end, to send accurate, branded, professional quotes and sales proposals, and report on the buyer interaction with those quotes.
Fortunately, CPQ (Configure Price Quote) software integrated with Microsoft Dynamics, enables sales teams to configure complex pricing easily and respond to buyer requests for quotes quickly, two factors which heavily impact the customer experience and the likelihood of a sale. Add to that the benefit of visibility into every quote, and you can see how CPQ takes CRM from standard to spectacular.
Then there’s the increase in productivity. Automating sales quotes and proposal generation frees sales reps to spend more time talking to potential customers. Less time spent on administrative tasks means more opportunities to increase revenue.
CPQ is commonly ranked as one of the most critical technologies to support CRM. But, how do you choose the right CPQ for Microsoft Dynamics that integrates seamlessly to create a rich user experience that will elevate your sales process and maximize your sales team’s productivity?Aligned with Native Microsoft Dynamics User Experience
In 2018, Microsoft made some nice user experience improvements to MS Dynamics 365, including enhancements to forms and dashboards, and improving the visual hierarchy. The best CPQ will sync with the native MS Dynamics user experience, making it easy for your sales reps to generate pricing, quotes, and proposals from within the platform, using a single sign-on. This single sign-on capability turns the CPQ into another feature within your CRM, so reps don’t have to leave the platform to use a separate tool, greatly increasing user adoption and ease of use.Easy to Use
Sales reps face many challenges when working with buyers. They must be up-to-date on products and pricing, trained in using sales software, and savvy in their communications with buyers. They must understand their company’s sales methods and policies. And, they need to be prepared to share the right content with buyers at the right time in their buying journey. All of this can be accomplished with a CPQ that incorporates guided selling using a sales playbook.
A CPQ that is easy to use and includes features such as sales playbooks and pre-configured rules for pricing and discounting will increase adoption of the software and decrease new hire onboarding time. You and your sales team will benefit from a CPQ which requires minimal training time to bring sales reps up-to-speed and helps them close deals easily.Robust Yet Agile
A productivity-enhancing CPQ will include features that streamline the sales process, yet be agile and customizable to your organization’s needs. Look for a CPQ that allows you to customize your product catalog and configuration rules and easily change pricing and discounting. CPQ offers the time-saving benefit of branded templates, but look for a CPQ that can generate customized documents as well.
Flexible features aren’t the only benefit of CPQ. In Dynamics, salespeople can quickly view their funnel. A CPQ takes it a step further and enables your reps to view the current stage of the quotes in their pipeline and determine the most recent action taken on each quote. Visibility into the funnel stages and status of each quote allows you to identify bottlenecks and empowers agile decision-making on each deal.Easy to Implement and Administer
A CPQ that is quick and easy to set-up and configure, and one that doesn’t require a developer to write custom code, will help you achieve a positive ROI faster. Seamless integration with MS Dynamics CRM is a must.
A CPQ streamlines the sales process and reduces administrative tasks. If you cannot update pricing, configure new discounting rules, and add new products easily, it is not the right CPQ for you. Look for a CPQ that provides ongoing support beyond initial set up so you have help should issues arise or when you need additional customization of the software. Partner with a CPQ vendor that is easy to work with and makes customer support a top priority.Scalable for Growth
As your business grows, you need CPQ software that will grow with your company. A vendor dedicated to CPQ will be able to support you as your business grows. Continual improvements and updates, taking into account customers’ needs for enhanced functionality, ensures that the CPQ software will grow with you. Choose a CPQ vendor that is committed to supporting your long-term business growth.Supports Complex Pricing Models
For companies that need to configure complex pricing and quotes, such as those in the services, finance, manufacturing and telecommunications industries, CPQ picks up where MS Dynamics falls short. The best CPQ for your organization will support complex pricing options including subscriptions, leases, add-ons, and bundled pricing. Features tailored to configuring complex pricing enable a faster and more accurate quote-to-contract process.Analytics and Intelligence
Visibility into the sales process, at each stage of the buyer’s journey, yields valuable data about how customers respond to quotes and proposals, what communication with buyers is most effective, what prices and discounts have the best close rate and other intelligence that can inform your sales process, policies, and pricing. Actionable data leads to better sales strategies that empower your team to be more successful.CPQ Fulfills Microsoft’s Sales Vision
This quote from Alysa Taylor, Corporate Vice President, Business Applications and Industry, Microsoft resonates with us at DealHub.io and their mission to offer a new breed of CPQ to their customers.
Author: Gideon Thomas
As VP of Growth, Gideon is extremely passionate about helping companies gain a more informed and actionable understanding of the changing landscape within Sales Engagement. He is a regular content contributor in this area of expertise and draws inspiration from being afoot to the latest trends and statistics influencing Sales… View full profile ›
I’ve studied for the latest Microsoft Dynamics 365 Customization and Configuration certification — this is the 6th version of the certification I have passed. Each time I take the certification, I learn something new about Microsoft Dynamics, its limitations and how it works.
My previous study notes are here: MB2–712 — CRM 2016 customisation and configuration Hosk study notes. The notes below are new things I learnt and built on top of the previous notes. So if you are studying for the exam you want to read all of my study notes.
Business process flows
Different email architecture/Dynamics 365 mixes
Entity properties which cannot be disabled once enabled
Entity properties you can disabled once enabled
App for outlook works at server level
Business rules can
· All forms — all forms, quick create and main
· Entity — can run form and server side.
· Entity — server level will run on create or update
· Entity — if server enable will run when data is imported
· Single form scope — only runs for the specified form
· To change scope of business rule you must deactivate first
Facts and stats about Access Teams, the bits below are useful for those who study MB2–703
Below are the following entity assets
Business process flow
Custom action Limitations
Highlights from the link above — click the link to see al
Dynamics 365 Online Limitations
Highlights from the link above — click the link to see all
Fetch XML Limitations
· A calculated field that contains a field of a parent record
· A calculated field that contains a logical field (for example, address field)
· A calculated field that contains another calculated field
Mutliselect Option Set
Chicago, Miller Heiman Group, today announced the launch of a transformative new integration with Microsoft Dynamics 365 for its sales analytics platform, Scout.
Scout by Miller Heiman Group, powered by the Strategic Selling with Perspective™ and Conceptual Selling sales methodologies, uses data and analytics to coach and support sellers to take actions that will improve win rates. The mobile-first, subscription-based software leverages the Strategic Selling Blue Sheet – an iconic resource that has helped millions manage complex sales – to guide sellers through the methodology, engage buyers in a compelling way and help win active opportunities.
MarTech News: Nativo Acquires SimpleReach, the Brand Content Measurement, and Analytics Platform
The integration will give sales organizations that use Microsoft Dynamics 365, a family of intelligent business applications that include one of the market’s leading customer relationship management (CRM) platforms, the opportunity to use Scout to improve sales performance with a structured, proven sales methodology and personalized coaching.
Expanding Scout to integrate with leading CRM came from marketplace demand, according to Miller Heiman Group CEO Byron Matthews. “When Scout launched in 2018, the positive feedback they received from clients was overwhelming; they all wanted technology to reinforce their methodology. With today’s launch of the Microsoft Dynamics 365 integration and the existing Salesforce integration, Miller Heiman Group now seamlessly connects Scout to the largest segments of the CRM universe. This growth is pivotal to helping the sales industry better monitor pipeline, utilize data and grow revenue.”
This adds to the existing integrations already available for Scout, with Salesforce, via a two-way web services integration. Customers can also purchase Scout as a standalone product without connectivity to a CRM.
“For sales managers, Scout provides real-time insights, allowing them to focus on opportunities that need attention now and coach sellers in a more effective and personalized way,” said Dana Hamerschlag, Chief Product Officer at Miller Heiman Group. “For sales leaders, Scout illuminates the repeatable sales strategies that most closely correlate with higher win rates, larger deal sizes and faster close times, enabling organizations to replicate best practices quickly. “
MarTech News: 33Across Launches Impact Header Bidding Solution
Both integrations—Microsoft Dynamics 365 and Salesforce—feature configurable two-way RESTful integration handling both asynchronous and real-time data syncing to enable rapid scaling. Added benefits include single sign-on and custom language configuration at the user level.
Scout is unique in the marketplace, in that it brings together proven sales methodology with technology to address the frustrations organizations have with modern CRM systems. Integrating Scout with a company’s existing CRM system enables sales organizations to focus on true selling activities, and minimize time on administrative tasks or data entry.
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ECCouncil [22 Certification Exam(s) ]
ECDL [1 Certification Exam(s) ]
EMC [128 Certification Exam(s) ]
Enterasys [13 Certification Exam(s) ]
Ericsson [5 Certification Exam(s) ]
ESPA [1 Certification Exam(s) ]
Esri [2 Certification Exam(s) ]
ExamExpress [15 Certification Exam(s) ]
Exin [40 Certification Exam(s) ]
ExtremeNetworks [3 Certification Exam(s) ]
F5-Networks [20 Certification Exam(s) ]
FCTC [2 Certification Exam(s) ]
Filemaker [9 Certification Exam(s) ]
Financial [36 Certification Exam(s) ]
Food [4 Certification Exam(s) ]
Fortinet [14 Certification Exam(s) ]
Foundry [6 Certification Exam(s) ]
FSMTB [1 Certification Exam(s) ]
Fujitsu [2 Certification Exam(s) ]
GAQM [9 Certification Exam(s) ]
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Google [4 Certification Exam(s) ]
GuidanceSoftware [2 Certification Exam(s) ]
H3C [1 Certification Exam(s) ]
HDI [9 Certification Exam(s) ]
Healthcare [3 Certification Exam(s) ]
HIPAA [2 Certification Exam(s) ]
Hitachi [30 Certification Exam(s) ]
Hortonworks [4 Certification Exam(s) ]
Hospitality [2 Certification Exam(s) ]
HP [752 Certification Exam(s) ]
HR [4 Certification Exam(s) ]
HRCI [1 Certification Exam(s) ]
Huawei [21 Certification Exam(s) ]
Hyperion [10 Certification Exam(s) ]
IAAP [1 Certification Exam(s) ]
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IBM [1533 Certification Exam(s) ]
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ICDL [6 Certification Exam(s) ]
IEEE [1 Certification Exam(s) ]
IELTS [1 Certification Exam(s) ]
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IIA [3 Certification Exam(s) ]
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Intel [2 Certification Exam(s) ]
IQN [1 Certification Exam(s) ]
IRS [1 Certification Exam(s) ]
ISA [1 Certification Exam(s) ]
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ISM [6 Certification Exam(s) ]
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ITEC [1 Certification Exam(s) ]
Juniper [65 Certification Exam(s) ]
LEED [1 Certification Exam(s) ]
Legato [5 Certification Exam(s) ]
Liferay [1 Certification Exam(s) ]
Logical-Operations [1 Certification Exam(s) ]
Lotus [66 Certification Exam(s) ]
LPI [24 Certification Exam(s) ]
LSI [3 Certification Exam(s) ]
Magento [3 Certification Exam(s) ]
Maintenance [2 Certification Exam(s) ]
McAfee [8 Certification Exam(s) ]
McData [3 Certification Exam(s) ]
Medical [68 Certification Exam(s) ]
Microsoft [375 Certification Exam(s) ]
Mile2 [3 Certification Exam(s) ]
Military [1 Certification Exam(s) ]
Misc [1 Certification Exam(s) ]
Motorola [7 Certification Exam(s) ]
mySQL [4 Certification Exam(s) ]
NBSTSA [1 Certification Exam(s) ]
NCEES [2 Certification Exam(s) ]
NCIDQ [1 Certification Exam(s) ]
NCLEX [3 Certification Exam(s) ]
Network-General [12 Certification Exam(s) ]
NetworkAppliance [39 Certification Exam(s) ]
NI [1 Certification Exam(s) ]
NIELIT [1 Certification Exam(s) ]
Nokia [6 Certification Exam(s) ]
Nortel [130 Certification Exam(s) ]
Novell [37 Certification Exam(s) ]
OMG [10 Certification Exam(s) ]
Oracle [282 Certification Exam(s) ]
P&C [2 Certification Exam(s) ]
Palo-Alto [4 Certification Exam(s) ]
PARCC [1 Certification Exam(s) ]
PayPal [1 Certification Exam(s) ]
Pegasystems [12 Certification Exam(s) ]
PEOPLECERT [4 Certification Exam(s) ]
PMI [15 Certification Exam(s) ]
Polycom [2 Certification Exam(s) ]
PostgreSQL-CE [1 Certification Exam(s) ]
Prince2 [6 Certification Exam(s) ]
PRMIA [1 Certification Exam(s) ]
PsychCorp [1 Certification Exam(s) ]
PTCB [2 Certification Exam(s) ]
QAI [1 Certification Exam(s) ]
QlikView [1 Certification Exam(s) ]
Quality-Assurance [7 Certification Exam(s) ]
RACC [1 Certification Exam(s) ]
Real Estate [1 Certification Exam(s) ]
Real-Estate [1 Certification Exam(s) ]
RedHat [8 Certification Exam(s) ]
RES [5 Certification Exam(s) ]
Riverbed [8 Certification Exam(s) ]
RSA [15 Certification Exam(s) ]
Sair [8 Certification Exam(s) ]
Salesforce [5 Certification Exam(s) ]
SANS [1 Certification Exam(s) ]
SAP [98 Certification Exam(s) ]
SASInstitute [15 Certification Exam(s) ]
SAT [1 Certification Exam(s) ]
SCO [10 Certification Exam(s) ]
SCP [6 Certification Exam(s) ]
SDI [3 Certification Exam(s) ]
See-Beyond [1 Certification Exam(s) ]
Siemens [1 Certification Exam(s) ]
Snia [7 Certification Exam(s) ]
SOA [15 Certification Exam(s) ]
Social-Work-Board [4 Certification Exam(s) ]
SpringSource [1 Certification Exam(s) ]
SUN [63 Certification Exam(s) ]
SUSE [1 Certification Exam(s) ]
Sybase [17 Certification Exam(s) ]
Symantec [135 Certification Exam(s) ]
Teacher-Certification [4 Certification Exam(s) ]
The-Open-Group [8 Certification Exam(s) ]
TIA [3 Certification Exam(s) ]
Tibco [18 Certification Exam(s) ]
Trainers [3 Certification Exam(s) ]
Trend [1 Certification Exam(s) ]
TruSecure [1 Certification Exam(s) ]
USMLE [1 Certification Exam(s) ]
VCE [6 Certification Exam(s) ]
Veeam [2 Certification Exam(s) ]
Veritas [33 Certification Exam(s) ]
Vmware [58 Certification Exam(s) ]
Wonderlic [2 Certification Exam(s) ]
Worldatwork [2 Certification Exam(s) ]
XML-Master [3 Certification Exam(s) ]
Zend [6 Certification Exam(s) ]
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