MB2-706: Microsoft Dynamics CRM Online Deployment


This exam measures your ability to accomplish the technical tasks listed below. The percentages indicate the relative weight of each major topic area in the exam. The higher the percentage, the more questions you are likely to see on that content area in the exam.


Microsoft Dynamics CRM Online Deployment Exam Summary:


Exam Name Microsoft Certified Professional (MCP) - Microsoft Dynamics CRM
Exam Code   MB2-706
Exam Price  $165 (USD) 
Exam Price  120 mins 
Number of Questions  45-55 
Passing Score  700 / 1000
Books / Training  80713: Deployment in Microsoft Dynamics CRM Online 2015 Update 1
80664: Deployment in Microsoft Dynamics CRM Online
Sample Questions  Microsoft Dynamics CRM Online Deployment Sample Questions
Practice Exam  Microsoft MB2-706 Certification Practice Exam

Microsoft MB2-706 Exam Syllabus Topics:


Topic (Weights) Details
Administer Microsoft Dynamics CRM (20–25%)

Identify deployment considerations

◈ Describe the hardware and software requirements for Microsoft Dynamics CRM; explain the role of supporting technologies, including Active Directory, Active Directory Federation Services (ADFS), Microsoft SharePoint, Microsoft Exchange and the Secure Token Service; identify supported browsers

Plan an implementation

◈ Identify the required Active Directory groups, identify the Microsoft Dynamics CRM licensing model and license types, explain product key types and access mode types, plan multiple organisations, plan how to access Microsoft Dynamics CRM

Configure Microsoft Dynamics CRM Online

◈ Install sample data, install and configure language packs, install the email router, configure server synchronisation, configure SharePoint integration
Administer Microsoft Dynamics CRM Online (15–20%)


Plan a deployment

◈ Identify options for accessing CRM data; describe licensing plans; identify requirements; customise Microsoft Dynamics CRM Online; create user accounts; manage subscriptions, licences and user accounts; assign users to security roles

Deploy Microsoft Dynamics CRM Online

◈ Create a deployment plan, identify objects that you can customise, implement customisations, grant users access to Microsoft Dynamics CRM Online, compare Microsoft Online services administrative roles and Microsoft Dynamics CRM Online security roles, provision users and assign licences

Manage Microsoft Dynamics CRM Online instances

◈ Compare multiple instances versus multiple tenants, describe reasons to implement multiple instances, add instances to a subscription, configure instances, copy instances, identify features and constraints of a multi-tenant deployment, create a sandbox organisation, copy an organisation

Manage Microsoft Dynamics CRM Online

◈ Prepare for updates; import solutions; manage email notifications; configure Microsoft Dynamics CRM to use Exchange Online, Lync, SharePoint Online and Yammer; add storage; free storage space
Upgrade a Microsoft Dynamics CRM edition and redeploy Microsoft Dynamics CRM (15–20%)Select an upgrade strategy

◈ Describe upgrade paths, processes and supported upgrade editions; identify upgrade considerations

Upgrade Microsoft Dynamics CRM and other components

◈ Upgrade the Email Router, upgrade Microsoft Dynamics CRM for Microsoft Outlook, import and update organisation
Configure and manage email (10–15%)

Configure email and message processing

◈ Identify email process options; explain the advantages and disadvantages of email processing options; track email, appointments, tasks and contacts; configure automatic email tracking; configure correlation; monitor individual mailboxes; identify available synchronisation methods; manage synchronisation filters

Install and configure the Microsoft Dynamics CRM Email Router

◈ Identify supported email systems and Windows operating systems; install the Email Router; install the Rule Deployment Wizard; create incoming and outgoing email profiles, deploy Inbox rules and forwarding rules; create and monitor a forward mailbox; migrate Email Router settings

Configure server-side synchronisation

◈ Describe the features of and identify supported configurations; enable and configure server-side synchronisation; configure Exchange Online; synchronise appointments, contacts and tasks
Install and deploy other client tools for Microsoft Dynamics CRM (15–20%) Identify hardware and software requirements for the Microsoft Outlook client

◈ Identify minimum hardware requirements, identify supported operating systems, identify supported Outlook versions, identify supported Internet browsers

Install and upgrade the Microsoft Outlook client

◈ Identify deployment methods, install the client, prepare a configuration file and install the client by using the command prompt

Configure the Microsoft Outlook client

◈ Use the Configuration Wizard for on-premises or hosted organisations, work online and offline, configure multiple organisations, configure user email settings, create and modify data synchronisation filters

Install and configure the client for tablets and phones

◈ Identify supported mobile platforms, install the app, configure security permissions required to use the app, troubleshoot the app, capture trace logs
Manage and troubleshoot a Microsoft Dynamics CRM deployment (15–20%) Manage system jobs

◈ Describe system job types, view and delete system jobs, limit the number of asynchronous jobs, delete records, use the Bulk Deletion Wizard

Monitor and troubleshoot Microsoft Dynamics CRM

◈ Configure tracing for Microsoft Dynamics CRM for Microsoft Outlook, discuss the Microsoft Dynamics Marketplace

Manage data encryption

◈ Describe data encryption, identify attributes that support encryption, identify required privileges to manage encryption

Note: 

This preparation guide is subject to change at any time without prior notice and at the sole discretion of Microsoft. Microsoft exams might include adaptive testing technology and simulation items. Microsoft does not identify the format in which exams are presented. Please use this preparation guide to prepare for the exam, regardless of its format. To help you prepare for this exam, Microsoft recommends that you have hands-on experience with the product and that you use the specified training resources. These training resources do not necessarily cover all of the topics listed in the "Skills measured" section.

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