CRM 2015 – Tips on passing MB2-707 customization and config exam

This blog post gives tips on passing the MB2-707 certification, the real value of the certification isn’t the certification itself but what you learn to get it.

I created this blog post for the CRM 2013 customization and config certification

Tips on passing MB2-703 – CRM 2013 Customization and Configuration Certification

I recommend you read the blog post above, this post will concentrate on CRM 2015 version.

Why should you take the certification

I have written about why you should get Microsoft Dynamics CRM certifications before

Here are a few points

  • It’s a great method to learn the out of the box/inbuilt functionality in Microsoft Dynamics CRM.  The first tool a CRM developer should use to deliver request features is out of the box Dynamics CRM functionality.  The out of the box functionality works and has been thoroughly tested by Microsoft (most of the time).
  • Out of the box functionality is quicker to create and is easier to maintain.
  • Study for customization and config certification is a great way to learn new functionality added in the Microsoft Dynamics CRM
  • Certification gives you a deadline to motivate you to learn
  • MONEY, a certification is something to take into your yearly review.

Understand the new functionality

I have taken the Microsoft Dynamics CRM customization and config certification for

  • CRM 4
  • CRM 2011
  • CRM 2013
  • CRM 2015

The exams historically have many questions on the new functionality added in each release.  The major new features added into CRM 2015 are

  • Rollup and calculated fields
  • Business Process flows
  • Business Rules (enhanced)
  • Hierarchy Visualization
  • Search multiple entities
  • Enhanced Mobile

This blog Dynamics CRM 2015 / 2013 New Feature Summary has a quick list of new features

This doesn’t mean you should ignore older functionality, you need to study all the areas in the certification criteria

MB2-707 – Microsoft Dynamics CRM Customization and Configuration

Study Material

If you work for a company who has PartnerSource I would recommend you use the study material provided by Microsoft which is free for PartnerSource members.  I found a link here

Course 80665: Customization and Configuration in Microsoft Dynamics CRM Online and On Premise [eLearning]

The eLearning provided by Microsoft is the best study resource because it’s focused on the customization and config certification.

I created  articles, questions and videos I have created for the CRM 2013 customization and configuration certification

MB2-703 – CRM 2013 Customization and Configuration Certification Information

MB2-703 – CRM 2013 Customization and Configuration Hosk study notes

Most of the content is still relevant for CRM 2015 – MB2-707 exam, you will need to make notes on the new functionality added into CRM 2015.

Make notes and use Microsoft Dynamics CRM

Don’t just read information for the exam, make notes and use a free CRM trial to try out the new functionality.

  • This helps you learn how the functionality works.  It will help you remember it for the exam.
  • My trying the functionality you get practical knowledge, not just theoretical

When I study for CRM certifications I make bullet point lists of what the functionality can do. I use the list to revise and create YES/NO questions and multiple choice to help me study.

Here are my security exam cram notes

CRM 2013 – MB2-703 – Security Exam Cram Notes

A different method is to go through the skills measured in the certification criteria and highlight the functionality you need to study.  Find blogs, articles and white papers and make notes.  I did this but got bored

The Free MB2-703 Study Guide

Other Blogs information

There isn’t much information but here are a few blogs

Good luck to anybody taking the exam



11 thoughts on “CRM 2015 – Tips on passing MB2-707 customization and config exam

  1. Russell October 31, 2015 / 3:08 pm

    Love your blog 🙂 maybe you know the answer i am chasing.
    in java script is it possible to retrieve the Labels of a child entity. i can get the logical names from the Rest odata but not the labels i will buy you a beer if you can help 🙂


  2. James Tombs December 9, 2015 / 12:30 pm

    MB2-707 Exam passed this morning, credit due to your blog!


  3. Scott Scribner January 7, 2016 / 6:13 pm

    Great blog! Thanks for all you do here. Have you taken or have started to study mb2-706? I am taking this test next Tuesday I have been using the partner source guide and other blogs. Just wondering what you have found on this exam.


  4. Rabi February 18, 2016 / 1:16 am

    MB2-707 Exam passed this morning. thanks for the quick tips and the information.


  5. lazer30 March 27, 2016 / 5:48 am

    Hey @Hosk, Hope you don’t mind me posting that I PASSED!! But only the MB2-707 Customization & Configuration 2015 exam. Albeit it’s an older certification, but what the heck, at least now I can say “YES ~ I’m Certified in MS Dynamics CRM”!

    I’m an independent and don’t belong to a MS Partner so it’s challenging to collate information spanning many different topics & websites not even knowing exactly what to gather or study, so I got very panicky and SCARED away from MB2-712 based on CRM 2016! Maybe if I can manage to arrange & collate all the 2016 information I can pass that later, but NOW I’m doing Form Scripting, Extending, SDK, Plugins, etc.

    For around a week I scrounged the internet for any & all material I could muster together for 2015, including Calculated & Rollup Fields, some other stuff, and followed @ ukcrmguru’s advice:: “So if you are yet to take the exam for 2015 (and do not feel ready to tackle the 2016 version), make sure to have practiced and be comfortable with the topics above”. After a few days I got sick of studying so just went for it! I am however a bit disappointed I scored only 825. Do you by any chance know the Maximum score?

    Passing was a HUGE RELIEF. Also, it’s cool how you can transfer the Certification and Logo directly to LinkedIn 🙂 Part of my study strategy was using YOUR notes from the 2013 Customization & Configuration exam so I owe ya a BIG THANK YOU!! The World’s Your Oyster so to speak!!

    PS >>> I find that TechNet and MSDN include more professional, clear, and concise authoring & writing over the MOCs.


    • Hosk March 27, 2016 / 8:30 am

      Awesome, well done on passing the exam


      • lazer30 March 28, 2016 / 3:15 am

        Thanks @ HOSK. It’s well known that the Passing Score = 700, but if all answers are 100% correct I’m assuming the Score = 1000 ~ do you know if that is correct? Thanks again!!


      • Hosk March 28, 2016 / 10:52 am

        1000 is 100


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