CRM 2013 – MB2-703 – CRM 2013 Customization and Configuration Study information

I will be covering the information in the exam but whilst I am making some study information, you will also need to do some studying yourself and below I will go through what material I would advise you to use.  If you are not sure if you want to take the exam read this and then come back ready to study.
Looking at the exam criteria you may think that the MB2-703 – CRM 2013 Customization and Configuration exam will be easy because most of the topics and functionality you use on a regular basis

  • Create and Customize Solutions (10-15 percent)
  • Customize Entities and Entity Relationships (10-15 percent)
  • Customize Fields (10-15 percent)
  • Manage Forms (10-15 percent)
  • Manage Views (10-15 percent)
  • Create and Customize Charts and Dashboards (10-15 percent)
  • Manage Security (10-15 percent)
  • Manage Business Processes and Rules (10-15 percent)

HA, don’t be fooled the exam is still hard, you need to get 70 percent that isn’t many you can get wrong   You will need to know the topics in exact detail, this means you will need to revise and be able to answer precise questions.  Roughly knowing the answer won’t be good enough because in most questions there will be two possible answers which could be right   What I am basically saying is you will have to study and revise so the knowledge is

Exam Criteria

Make sure you know what is going to appear on the certification, look at this document regularly and make sure you have revised and tried out all the functionality

CRM 2013 Trial

The best way to learn about features and functionaity in the exam is get stuck in and try it.   I have even made a video to walk you through getting a CRM 2013 setup.


Customization and Configuration in Microsoft Dynamics CRM 2013

If I were to use only one source material to study for the exam, then the MOC above would be it, it goes through all the functionality that will appear in the exam.  It has examples and tasks, not to mention practice questions.  I think you have to work for a Microsoft partner

MB2-866 study notes from by Buddy Guido took the exam and he has given some hints and tips to me and everyone, he also has a link to the study notes from

The study notes are very useful, 46 pages of good notes about the CRM 2011 Customization and Configuration exam.

The “Overview” and “Skill Measured” sections give you a good summary of the exam, and clarify the targets. Because this exam is the natural evolution of the CRM 2011 version and several concepts are still the same, I studied again the MB2-866 study notes from (the site is currently offline, so I made a doc from the google cache and shared here:

Notes From Dynamics CRM Chat

This blog has a great page on what you need to know to pass the exam and then some very detailed and free notes helping you study for the certification.

Microsoft Exam MB2-703 – CRM 2013 Customisation

CRM SDK 2013 – Customizing CRM – Entities, forms, dashboards, views

Solutions – FROM CRM SDK–UnManaged

CRM SDK Solutions

The Exam will focus on new features in CRM

Access Teams White Paper

Access Teams with Microsoft Dynamics CRM 2013

Good blog from powerobjects

Business Process Flow

Describes business process flows in CRM 2013 and how to use them in your custom solutions

Business Process Flows White Paper

youtube video

Business Rules

Quick Create forms


Hosk CRM 2011 – Exam Cram Notes Finally I have some study notes I made for the CRM 2011 Configuration and Customization exam, these notes are not detailed but for the final revision stage of the exam, they are basically exam cram notes My exam notes will show you the detailed knowledge you will need for the exam because any of the information below could appear in the exam.

  •          a maximum of 2 columns can be used to sort a view
  •          The CRM Administrator can see everything
  •          Audit logs management is done by a system job
  •          decimal precision is set on each currency attribute AND in system settings
  •          Connection roles, security roles, optionsets, Web Resources, templates, field security profiles are all included in Solutions
  •          editing CRM website files is unsupported
  •          Auditing is enabled in System settings and then for each individual entity
  •          business units can have separate security roles, even with the same name!
  •          When assigned a security role to a user, the choice is filtered by business unit and the security roles in that business unit
  •          Disabling a business unit (and child business units) will mean all the users in that business unit won’t be able to login to CRM.
  •          Teams have security roles (this can affect which form is used)
  •          moving business units is done by changing the business units parent
  •          Managed solutions cannot be exported
  •          unManaged solutions can be exported
  •          Managed solutions can be deleted, this will delete the solution and all the entities and data
  •          Managed solutions can’t be changed or altered, except by the publisher/owner
  •          There are privileges needed to import a solution and publish it.
  •          Managed solutions use managed properties
  •          Managed solutions automatically publish on import, unmanaged solutions have to be published
  •          when you delete an un-managed solution you are only deleted the solution file, all the changes stay.
  •          To add 3d effects or modify charts you need to export the chart, change the XML and then import it.
  •          Optionsets can be used by many entities
  •          Many to Many relationships can be either Manual or Native
  •          Native many to many (N:N)  is done automatically by CRM (it creates the intersect entity but hides it)
  •          Manual Many to Many relationships are done manually an entity to sit between the two entities and have a 1 to many relationship with them both.
  •          Custom fields can be used for field level security
  •          built in fields cannot be used for field level security
  •          Each form has a fallback form
  •          A Teams  security role can influence what form is used
  •          Queue functionality cannot be unticked once it has been ticked
  •          Relationships – Cascade active – assigns active entities
  •          Relationships – Cascade all – assigns all entities
  •          Primary keys, created by, creation on, modified on cannot be audited
  •          Find columns are set in the Quick Find view for entities
  •          Business required fields don’t have to have a value if they are not included on a form
  •          importing data does not go through the same validation (e.g. business required) because validation is done only on the forms.
  •          an entity can only have one 1:M (one to many) parental relationship
  •          Display option must be filled in for Many to Many relationships
  •          WEB RESOURCE – Silverlight  XAP
  •          WEB RESOURCE – Web page HTML
  •          WEB RESOURCE – Script (JSCRIPT)
  •          WEB RESOURCE – Data (XML)
  •          WEB RESOURCE – Style Sheet (XSL)
  •          WEB RESOURCE – graphics – JPG, PNG, GIF
  •          Mapping fields must be the same type
  •          mapping optionset values must be the same
  •          APPEND – the entity you want to append
  •          APPEND TO –  The entity have things appended to it
  •          fields used in reports do not create a dependency and can be deleted

16 thoughts on “CRM 2013 – MB2-703 – CRM 2013 Customization and Configuration Study information

  1. Junior April 7, 2014 / 1:04 pm

    Is there any preps publications for these certs?


    • Hosk April 7, 2014 / 1:07 pm

      I’m not sure what you mean when you preps publications?


  2. Alex April 8, 2014 / 3:00 pm

    Hi, thanks, very helpful guide! Where can I get the docx you show in the video?
    Thanks so much!


    • Hosk April 8, 2014 / 3:04 pm

      All the information and links are on the blog page


      • Shona May 28, 2014 / 7:33 am

        How can I get the material from MOC??


      • Hosk May 30, 2014 / 6:14 am

        you have to work for a company who is a microsoft partner


  3. Joshua Auton November 13, 2014 / 7:14 pm

    You said that “when you delete a managed solution you are only deleted the solution file, all the changes stay” don’t you mean an unmanaged solution?


    • Hosk November 14, 2014 / 2:31 pm

      You are spot on good sir, I have corrected it.



  4. Dale Ross December 18, 2014 / 10:51 pm

    I’m having trouble finding the MB2-866 study notes from


  5. Dale Ross December 18, 2014 / 11:02 pm

    OK. I see the one created from the cached version. I’m not sure if it’s just me but the formatting of this page appears to be off. It’s not looking as it does in the video.


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