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MB2-707 Microsoft Dynamics CRM Customization and Configuration

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MB2-707 exam Dumps Source : Microsoft Dynamics CRM Customization and Configuration

Test Code : MB2-707
Test appellation : Microsoft Dynamics CRM Customization and Configuration
Vendor appellation : Microsoft
: 90 existent Questions

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Microsoft Microsoft Dynamics CRM Customization

Microsoft Dynamics 365 vs Salesforce: 2019 CRM evaluation | killexams.com existent Questions and Pass4sure dumps

Salesforce has spent the ultimate twenty years constructing a $13 billion business, mostly on the back of a CRM utility delivered as a cloud provider. In its most fresh economic tips, Salesforce forecasts it expects to achieve $sixteen billion in revenue subsequent year, and in the next 4 years might subsist capable of generate annual revenues within the latitude of $26 to $28 billion.

Given the unvarying expansion of the Salesforce choices, it’s now not clear how plenty of that boom will subsist exceptionally driven with the aid of CRM. but overseas information Corp. (IDC) estimates that Salesforce has a 20 % partake of a CRM market that remains the quickest transforming into sector of the enterprise IT market.

when it comes to capabilities, the Microsoft Dynamics 365 CRM application is very comparable to the comparable Salesforce offering. however Microsoft received a a top-notch deal later genesis than Salesforce within the cloud. while Microsoft has won CRM partake of late, it’s price noting that Salesforce’s three nearest rivals together nevertheless account for less than 20 p.c of the unprejudiced market so Salesforce remains the greatest CRM application company when it comes to market dimension. 

Microsoft, long term, may furthermore characterize Salesforce’s most formidable rival. however the momentum Salesforce already has will subsist positive that it could subsist a paramount CRM accommodate to subsist reckoned with well into the next decade.

What are the Similarities & adjustments between Microsoft Dynamics 365 and Salesforce?

Dynamics vs Salesforce CRM 


cost Salesforce Pricing

Small company necessities is $25/person/month (billed annually), Lightning skilled $75/user/month, and Lightning commercial enterprise $a hundred and fifty/user/month.

Microsoft Dynamics 365 Pricing 

The consumer tryst Plan, a replete CRM suite, is $one hundred fifteen/consumer/month; the Unified alternate options scheme is $190/consumer/month; the Dynamics 365 scheme is $210/person/month.

Microsoft expenses a higher month-to-month genesis cost. but cost comparisons are heavily based on the variety of modules employed and through what kinds of clients. it is feasible, for example, to approach up with an implementation of Microsoft Dynamics 365 CRM that charges lower than a similar specimen of Salesforce. every organization should soundless cautiously evaluate the total can pervade of either platform when totality the facets and capabilities they require are wholly loaded.

Ease of Use

both choices ply initiatives corresponding to contact and account management, territory administration, and sales forecasting. however Salesforce has now not handiest invested heavily in making positive its application consistently manifests on varied endpoints. in addition, Salesforce has invested heavily in an Einstein platform that makes it feasible for conclusion users to select capabilities of herbal language processing and synthetic intelligence (AI) technologies to believe interaction with its functions. Microsoft is furthermore dedicated to investing in similar AI applied sciences, however as AI applies to CRM, Salesforce is considerably ahead.


despite whatever thing promises are made, neither Microsoft nor Salesforce offers a existent “out-of-the-field” utility event. both purposes should soundless subsist carried out following a smartly-described set of most dependable practices ideally overseen with the aid of a certified advisor.


Microsoft makes it feasible to customise some elements of its CRM, whereas making attainable a utility progress outfit to tackle extra advanced initiatives. Salesforce has made purchasable a Lightning low-code construction platform that can subsist employed by means of each energy users and skilled developers to customise its cloud applications to very nearly any degree imaginable.


The Microsoft Dynamics 365 CRM providing suits neatly within the context of the better Dynamics 365 platform, which provides connections to Microsoft power BI and PowerApps. Microsoft Dynamics 365 CRM is additionally a more natural extension of Microsoft office 365.

In contrast, Salesforce has invested heavily in making bound its CRM cloud providing integrates with a wide variety of purposes and, following its fresh acquisition of Mulesoft, will greater tightly integrate its CRM providing with an integrated platform-as-a-provider (iPaaS) atmosphere.

client help

Salesforce and Microsoft believe both invested heavily in consumer guide. they believe furthermore each built extensive associate networks that provide shoppers with a wide array of champion alternate options.

facets & Add-ons 

both Microsoft and Salesforce compose attainable a wide purview of complementary purposes via their respective app outlets. but Salesforce has an intensive set of complementary cloud applications that ply every tiny thing from advertising to customer service.

related CRM evaluation Articles  the passage to compose a conclusion which is top-quality on your circumstance

Microsoft Dynamics vs Salesforce CRM Comparison 

Our suggestion for minute and Medium Sized companies (SMB) 

while Salesforce obviously has some big advantages in terms of capabilities, agencies will no longer effectively subsist in a position to shove aside Microsoft. in many cases, the basic instrument that smaller companies dependence on to manage contacts is Microsoft Outlook. Migrating to Microsoft Dynamics 365 CRM can view like the next most sensible transition.

Our recommendation if your enterprise depends on other Microsoft items 

Microsoft furthermore offers a course for integrating its CRM utility with the leisure of the Microsoft Dynamics 365 ERP software. ultimately, Microsoft furthermore got LinkedIn, which gives a direction to integrating its CRM with one of the vital most generally employed gregarious media networks, relied on via enterprise professionals.

The CRM that the majority earnings teams pick

having said that, there are lots of more revenue teams that comprehend a passage to navigate Salesforce applications. Getting revenue groups to are looking to utilize a CRM software in the first location is rarely a straightforward task. Getting them to embrace an utility they don’t already recognize should subsist would becould very well subsist one problem too many.

Microsoft Dynamics 365 customer Insights allows corporations to carry customized client experiences | killexams.com existent Questions and Pass4sure dumps

Microsoft these days announced the conventional availability of Dynamics 365 customer Insights. This new offering from Microsoft brings together customer records to profit to present a solitary view of consumers and derive intelligent insights from them. it'll empower advertising, income, and repair specialists to carry extraordinary one-on-one interactions with purchasers. Dynamics 365 client Insights will connote you can:

Get a holistic view of shoppers

  • join totality your consumer information: herald transactional, observational, and behavioral statistics from prevalent statistics sources effectively via leveraging prebuilt connectors
  • transform customer statistics intelligently: Unify and standardize facts to comply to the Microsoft regular records mannequin
  • Enrich customer profiles: construct a richer, greater finished view of your purchasers by means of incorporating aggregated viewers intelligence from Microsoft Graph
  • release insights and select motion

  • Act and spark off: determine and create exorbitant price segments to vim company techniques and convey targeted messages and content.
  • Spot tendencies and patterns: gain actionable insights with configurable metrics and KPIs
  • Predict client intent: win assistance on the next foremost motion and call churn by using leveraging AI and custom computer gaining erudition of algorithms.
  • Adapt and extend

  • Take motion: drive personalised tryst with contextual consumer insights infused at once in enterprise functions similar to Dynamics 365 for sales, carrier, and advertising or any other application using moneyed APIs
  • gain deeper insights: Leverage an out-of-the-field connector for Microsoft energy BI to personalize dashboards and reports that enable informed decision-making
  • build customized apps: With Microsoft PowerApps, create custom trade apps with embedded client insights to empower everybody in your corporation
  • Automate client-centric experiences and processes: Setup workflows in line with customer movements and indicators the utilize of Microsoft circulation
  • count on a productive and depended on platform

  • Get begun promptly: Optimize for time to cost with a comprehensive SaaS application and self-carrier event developed on the Azure cloud platform
  • preserve control of your facts: attend your trade assist information privateness and GDPR compliance with trade in a position security and constructed-in governance tools
  • invest with confidence: set aside your believe in Microsoft’s expertise and event in world-class AI research, cloud, statistics and developer platform
  • It expenses $1,500 per tenant/month. gain erudition of extra about this new provider here.

    3CLogic broadcasts Microsoft AppSource Certification for Microsoft Dynamics CRM | killexams.com existent Questions and Pass4sure dumps

    April 18, 2019 04:00 ET | supply: 3CLogic


    3CLogic CTI

    All agent-facing appellation controls can subsist institute in a solitary CTI window, viewable concurrently with the CRM.


    3CLogic Dashboard

    View precise-time stats and KPIs from a solitary region to quickly and simply compose recommended decisions.


    3CLogic activity Log

    instantly log totality actions for an entire tryst history.


    ROCKVILLE, Md., April 18, 2019 (GLOBE NEWSWIRE) -- 3CLogic, a leading provider of cloud contact middle application for trade agencies, these days introduced the certification of its retort for Microsoft Dynamics CRM® and legit list on Microsoft’s Appsource®. The combined providing offers companies more desirable change administration control, enhances the effectivity of department representatives (i.e.: sales, aid Desk, client assist, HR, and many others.), and improves administrative visibility into what drives a success client engagements and consequences.

    the new licensed app contains a variety of points to compliment Dynamics CRM to convey top notch customer experiences, totality on a solitary enterprise-grade platform.

    features encompass:

  • Embedded Microsoft Dynamics CRM click on-to-name and CTI
  • integrated Interactive Voice Response (IVR)
  • IVR adventure Analytics and Reporting
  • computerized appellation Dialing (ACD)
  • call & screen Recording with automated activity posting to Dynamics CRM
  • Configurable advantage-primarily based Routing  
  • textual content-to-Speech
  • Outbound SMS 
  • true-time Dashboards and Wallboards
  • integrated Reporting and enterprise Intelligence
  • “we're excited to formally add 3CLogic to the Microsoft AppSource eco-device, expanding a decade-lengthy relationship of providing abysmal telephony integrations with Microsoft Dynamics CRM,” says Navya Pandiri, VP of Product administration at 3CLogic. “This marks an extra milestone as 3CLogic strives to enrich and leverage CRM-kept facts to prolong the cost of those systems and the utilize cases they clear up through dynamic and ingenious client journeys. here's a different specimen of how systems of information [CRM or Service Management solutions] and cloud appellation core options should subsist – working together and in sync, rather than in disjointed silos, to basically drive digital transformation.”

    Microsoft’s online app keep, Microsoft AppSource, is a vacation spot to champion enterprise users find utility as a carrier (SaaS) solutions tailor-made to their trade from Microsoft and its partners. each retort purchasable on AppSource undergoes a Microsoft-led vetting manner for certification. relocating ahead, with 3CLogic’s CTI & Contact core retort checklist in AppSource, customers can select enjoyment in a seamless skill of extending the cost of their CRM investment.

    About 3CLogic3CLogic is a leading cloud contact core platform modernizing enterprise communications with their personnel and purchasers. built on Amazon web capabilities (AWS), the solution provides advanced and scalable speech-enabled choices for leading CRMs, including ServiceNow, Microsoft Dynamics CRM, Salesforce and SugarCRM. With deployments on four continents and a turning out to subsist foundation of global 2000 shoppers, 3CLogic drives digital transformation by means of enhancing CX, organizational efficiency and reporting insights the usage of dynamic IVR, CTI, AI, superior analytics, and API-driven integrations.

    Kathy Ruxton3CLogic+1 240.803.4070kruxton@3clogic.com

    pictures accompanying this announcement are available at





    Rockville, Maryland, u.s.


    All agent-facing call controls are located in a solitary CTI window, viewable concurrently with the CRM.


    codecs purchasable:


    View real-time stats and KPIs from a solitary space to quickly and simply compose recommended selections.


    codecs available:


    instantly log totality activities for a complete tryst history.


    codecs purchasable:


    formats available:

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    Microsoft Dynamics CRM Customization and Configuration

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    The 7 Essential CPQ Features for Microsoft Dynamics Users | killexams.com existent questions and Pass4sure dumps

    CPQ Features for MS Dynamics

    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 talent to manage the sales process from remain to end, to route 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 tangled pricing easily and respond to buyer requests for quotes quickly, two factors which heavily impact the customer undergo and the likelihood of a sale. Add to that the benefit of visibility into every quote, and you can observe how CPQ takes CRM from criterion to spectacular.

    DealHub CPQ Microsoft Dynamics 365

    Then there’s the expand 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 expand revenue.

    CPQ is commonly ranked as one of the most faultfinding technologies to champion CRM. But, how finish you select the right CPQ for Microsoft Dynamics that integrates seamlessly to create a moneyed user undergo that will elevate your sales process and maximize your sales team’s productivity?

    Features Best CPQ for MS Dynamics Users Aligned with endemic Microsoft Dynamics User Experience

    In 2018, Microsoft made some nice user undergo improvements to MS Dynamics 365, including enhancements to forms and dashboards, and improving the visual hierarchy. The best CPQ will sync with the endemic MS Dynamics user experience, making it facile for your sales reps to generate pricing, quotes, and proposals from within the platform, using a solitary sign-on. This solitary sign-on capability turns the CPQ into another feature within your CRM, so reps don’t believe to leave the platform to utilize a divide tool, greatly increasing user adoption and ease of use.

    Easy to Use

    Sales reps mug many challenges when working with buyers. They must subsist 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 necessity to subsist prepared to partake the right content with buyers at the right time in their buying journey. totality of this can subsist accomplished with a CPQ that incorporates guided selling using a sales playbook.

    A CPQ that is facile to utilize and includes features such as sales playbooks and pre-configured rules for pricing and discounting will expand adoption of the software and dwindle 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 proximate deals easily.

    Robust Yet Agile

    A productivity-enhancing CPQ will embrace features that streamline the sales process, yet subsist agile and customizable to your organization’s needs. view 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 view 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 facile to set-up and configure, and one that doesn’t require a developer to write custom code, will attend 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. view for a CPQ that provides ongoing champion beyond initial set up so you believe attend should issues arise or when you necessity additional customization of the software. colleague with a CPQ vendor that is facile to travail with and makes customer champion a top priority.

    Scalable for Growth

    As your trade grows, you necessity CPQ software that will grow with your company. A vendor dedicated to CPQ will subsist able to champion you as your trade grows. incessant improvements and updates, taking into account customers’ needs for enhanced functionality, ensures that the CPQ software will grow with you. select a CPQ vendor that is committed to supporting your long-term trade growth.

    Supports tangled Pricing Models

    For companies that necessity to configure tangled 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 champion tangled pricing options including subscriptions, leases, add-ons, and bundled pricing. Features tailored to configuring tangled 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 believe the best proximate 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 subsist more successful.

    CPQ Fulfills Microsoft’s Sales Vision

    This quote from Alysa Taylor, Corporate Vice President, trade Applications and Industry, Microsoft resonates with us at DealHub.io and their mission to present 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 district of expertise and draws inspiration from being afoot to the latest trends and statistics influencing Sales… View full profile ›

    Ten useful features of XrmToolBox for Microsoft Dynamics 365/CRM | killexams.com existent questions and Pass4sure dumps

    XrmToolBox can subsist used to simplify many tasks. With so many tools now listed, a newcomer may wonder what others are using it for to maximum benefit. 

    XrmToolBox is a Windows application that connects to Microsoft Dynamics 365 for Customer tryst and Dynamics CRM, providing tools to ease customization and configuration tasks. It is shipped with more than 30 plugins to compose administration, customization, and configuration tasks easier and less time consuming.

    In this article they will explore ten of their favorite XRMToolBox tools, exploring what they finish and why they are so useful.

    How is it used?

    Documentation is available through the wiki of XrmToolBox Github's repository. totality the information regarding the prerequisites, connection, tools description, how to utilize is mentioned in the documentation.

    Ten useful tools of XrmToolBox

    1) Web Resource Manager

    Web Resource Manager helps to manage your web resources easily. This instrument has saved hours of time for creating, updating and managing the web resources of Dynamics 365/CRM. This is a must believe for totality developers.

    2) Ribbon Workbench

    The Ribbon Workbench instrument helps to edit the Dynamics CRM ribbon or command bar from inside the XrmToolbox.

    By installing the Ribbon Workbench you'll quickly subsist performing customizations that were previously only feasible by time consuming and error-prone manual editing of RibbonDiff Xml.

    Why utilize Microsoft Dynamics CRM for xRM Application Development? | killexams.com existent questions and Pass4sure dumps

    This chapter is from the reserve 

    With early versions of Microsoft Dynamics CRM, system administrators could compose simple configuration changes to CRM, and the amount of customization allowed increased with each new release. As adoption of Microsoft Dynamics CRM grew, so did the needs of the businesses using the xRM components. With each new release came a greater smooth of customization options, to the point where many organizations view Microsoft Dynamics CRM as more than just a CRM platform, but instead as a rapid application progress platform, or a “framework” by which these custom/specific applications could subsist developed.

    Why would someone want to utilize Microsoft Dynamics CRM as a framework for development? Well, here are just a few of the reasons:

  • Native integration with Outlook for tracking features
  • Exposed web services for facile programmatic manipulation of data
  • Structured framework, providing standardized approach to data
  • Native integration to the comfort of the Microsoft stack (Excel, Word, and so on) as well as SharePoint
  • Highly scalable architecture
  • Delegation of user interface progress by trade analysts
  • Built-in trade process automation via the workflow engine
  • Multiple deployment options, including On-Premise, Online, and colleague Hosted
  • Robust security model
  • Large number of third-party components available for advanced customizations
  • Benefits of xRM

    One of the biggest benefits in using Microsoft Dynamics CRM as an xRM application for progress is that you can soundless leverage the endemic features of CRM (something that every organization needs).

    An specimen of this is the drug testing solution explained earlier. Yes, they received exactly what they wanted with an application, but they can furthermore utilize the features delivered by CRM (managing Leads, Opportunities, and so on) if they want to.

    Given the flexibility of CRM and the rapid ideation to delivery cycle, IT departments are able to meet the growing demands overwhelming their limited resources. Microsoft Dynamics CRM provides a solid starting point to extend and automate a greater fraction of the trade process. Extending CRM is facile to finish and when properly deployed, works in a natural method, allowing trade analysts or power users an ever-increasing potential for customizations.

    Business analysts are the bridge between traditional IT progress teams and the business. Acting as a functional consultant, the trade analyst can prototype changes directly with the trade process owners and achieve faster time to production.

    Using Microsoft Dynamics CRM 2013 as an organization-wide progress platform consolidates the silos of information institute in many organizations today. Along with this, consolidation of applications into a solitary platform drives down adoption costs as the users believe a consistent process not institute in many internally developed applications.

    Challenges with xRM

    Nothing comes for free, and edifice solutions with Microsoft Dynamics CRM has its own set of challenges. The talent to rapidly build solutions in Microsoft Dynamics CRM can lead customizers to skip the traditional analysis phase and start making changes quickly, leading the solution to miss essential design gotchas. supervision must subsist taken to avoid falling into this trap, which could lead to a potentially flawed implementation.

    Another challenge with xRM is the sometimes-difficult conclusion of how much of the OOB entities to utilize in a new project. Does your process closely align with the OOB process flows and forms? How will changes with the next release impact your customizations? This issue is explained more fully in the next section.

    Microsoft Dynamics CRM has a distinct process and design model; screens and forms travail in a specific manner. If the user community has different expectations, that can lead to extensive customizations, reducing the value of the xRM platform choice or making user adoption difficult.

    Finally, one of the dangers they observe is when customizers conclude to utilize unsupported customizations, which may smash when a new release comes out. Customizers should subsist alert of the impact of supported customizations and avoid them if at totality possible.

  • For details on supported versus unsupported customizations, observe Chapter 21, “Customizing Entities.”
  • Licensing Considerations

    Licensing options for Microsoft Dynamics CRM impact the edifice of xRM solutions, and the new lowest cost license is a much option for a pure xRM solution. However, this licensing model does not provide access to the endemic entities, and therefore forces you down an all-or-nothing path.

  • For details on licensing of Microsoft Dynamics CRM, along with the implications for edifice xRM solutions, observe Chapter 4, “CRM Online.”
  • Customization in the Wild

    Now that you believe a basic understanding of how to extend Microsoft Dynamics CRM, here are a few examples of customizations “in the wild.”

    Let’s first start with a simple customization: The organization needs to track one additional piece of information for every product sold. This is the Order Product entity and represents a detail line item for the order. The organization needs an effective date for each individual product, as shown in figure 3.3.

    The customization shown in figure 3.3 includes more than just adding the field. They furthermore updated the views within their solution to display this on each order.

    Moving to the far remain of the xRM spectrum, they believe a solution that is highly customized. The first screen is from the drug testing application described earlier. figure 3.4 shows the screen from within the Microsoft Outlook client showing the custom entities built for this solution.

    Drilling down on the Samples entity, figure 3.5 shows the screen capture of the custom entity and some of the fields on the main form. This entity is the core of their system and links via relationships to every other item listed in figure 3.4. The links to Requestors and Patients are further down on the screen, and a grid displays the many test results associated with this test sample.

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    References :

    Issu : https://issuu.com/trutrainers/docs/mb2-707
    Scribd : https://www.scribd.com/document/354063323/Pass4sure-MB2-707-Microsoft-Dynamics-CRM-Customization-and-Configuration-exam-braindumps-with-real-questions-and-practice-software
    Dropmark : http://killexams.dropmark.com/367904/12850926
    Dropmark-Text : http://killexams.dropmark.com/367904/12943248
    Blogspot : http://killexamsbraindump.blogspot.com/2018/01/look-at-these-mb2-707-real-question-and.html
    Wordpress : https://wp.me/p7SJ6L-2Lc
    Box.net : https://app.box.com/s/wsdgeo17jx9ee43rbu7xuoq7k5dbxz1l

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