MB2-703 – CRM 2013 Customization and configuration exam questions

I have been working on creating some questions for all the security section for the MB2-703 -CRM 2013 Customization and Configuration certification.

I have created some exam type questions to test your knowledge on the security section of the certification.

I have already created some questions for Solutions which you can find on the link below

Blog – Solution Test Questions

Video – Solution Test Questions

and here is the blog with the Security quick fire questions

 MB2-703 – CRM 2013 Customization and Configuration quick fire questions

I have uploaded a power point file into slide share because this is a really easy and quick way to do the question. There are 13 questions and doing these should take you 5  minutes, more if you really concentrate.  So come on test your knowledge and see if you are ready to take the real exam

Here is the video where I go through the questions and explain the answers

 

 

 

Don’t forget all the MB2-703 studying information can be found here

https://crmbusiness.wordpress.com/mb2-703-crm-2013-customization-and-configuration-certification/

CRM 2013 – MB2-703 – Quick Fire Security Test Questions

 

I have been working on creating some questions for all the security section for the MB2-703 -CRM 2013 Customization and Configuration certification.

I have created some quick fire – True or False questions to test your knowledge on the security section of the certification.

I have already created some questions for Solutions which you can find on the link below

Blog – Solution Test Questions

Video – Solution Test Questions

 

I have uploaded a power point file into slide share because this is a really easy and quick way to do the question. The security section was so large there are 27 questions and doing these should take you more than a few minutes.  So test your knowledge

 

 

I go through the questions with some explanation in the video below

 

Don’t forget all the MB2-703 studying information can be found here

https://crmbusiness.wordpress.com/mb2-703-crm-2013-customization-and-configuration-certification/

CRM 2013 – MB2-703 – Security Exam Cram Notes

This blog contains the study notes for the MB2-703 – CRM 2013 Customization and configuration exam and for the area of Security.

Security covers a lot of topics and is worth 10-15 percent of the final exam marks, so you definitely need to know the functionality and limitations of security.

I have gone through the separate parts of security in the blogs below and there are videos going through these which you can find on the youtube playlist

All the study notes for the MB2-703 exam can be found on the page link above or clicking the link below

https://crmbusiness.wordpress.com/mb2-703-crm-2013-customization-and-configuration-certification/

These notes are the to revise the key concepts of security for the MB2-703 – Microsoft Dynamics CRM 2013 Customization and Configuration certification

There is a video going through the list below with some explanation

Business Units and Security Roles

  • When a business unit is disabled the users in that business unit cannot access CRM
  • users of a disabled business unit will still consume a CRM Licence
  • child business unit users will also not be able to access CRM
  • the records of a disabled business unit user are not disabled.
  • To delete a business unit you must remove all child business units and any users or teams linked to the business unit
  • To delete a business unit you must disable it first
  • Each business unit has a default team of the same name
  • you cannot add users to a default business unit team
  • you cannot delete a default business unit team
  • Equipment/Facilities and Resource Groups do not need to be removed before you can delete a business unit
  • business units can have separate security roles, even with the same name!
  • 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.
  • moving business units is done by changing the business units parent
  • The Root business unit is a default business unit which has the same name as the organisation.
  • You cannot delete the Root business unit, you cannot disable it
  • You cannot create a business unit above the Root business unit, e.g. you cannot give it a parent.
  • Business units are used to create a hierarchy and this is in a tree structure.  The Root business unit will be at the top.
  • none of the data is affected by disabling business units, its only the users who cannot then log in but it is important to take into account all the child business units will also be disabled.  This only applies to inherited roles. Roles that are created in a BU explicitly will move with it
  • The users are not disabled but cannot login into CRM whilst the business unit is disabled.  As soon as the business unit is enabled they will be able to log into CRM again.
  • if you want to delete the business unit then you will need to change all the users/teams that are assigned to that business unit.  You also need to disable the business unit before you delete it.
  • You cannot delete the default business unit team but it won’t stop you deleting the business unit because this will be deleting automatically when you delete the business unit.
  • When you disable a business unit, it disables all child business unit.  The users in these business units will not be able to login
  • When you change the parent of a business unit, it removes and rebuilds all the security roles of the inherited security from the parent business unit.  So all the users in the business unit will have no security roles and they will not be able to login
  • Users can login if they are part of a team which has security roles.  They won’t be able to set any personal options.
  • You can change the Name of a business unit.
  • You Can change the name of the root business unit.

Security Roles and Teams

  • if a user doesn’t have a security role he cannot access the system, so every user must have at least one security role.
  • Security roles are linked with the user business unit to calculate what records the user can access.
  • Users receive their permissions to work on records or use features based on the combination of Security Roles they are assigned and the Business Units to which the users belong.
  • Security roles can also be assigned to teams and if the team a user is a member of has higher security privileges then this will override their individual security roles.  The user will also use the highest security levels it is assigned, whether that’s from a security roles assigned to the team or individual security role
  • Users can be assigned multiple security roles, this means it’s possible to create security roles just for single purposes.
  • There are 15 default security roles in CRM
  •  The default security roles are all created in the root business unit.
  • A security role stays in the business unit it is created in and they copy down to any child business units.
  •  if you create a security role in the root business unit then the security role will be copied to all the child business units below it.
  • User can be assigned any security role which exist in their business unit.
  • only security roles which exist in the root business unit can be added to a solution file.
  • it’s quicker to modify existing security roles than create new ones
  • All security roles are the same except the System Administrator role which is a super role.
  • The System Administrator role automatically has access to all records and entities, including all custom entities.  It has the default access level of organisation for all privileges.
  • At least One user must have the System Administrator role, this is by default given to the user who installed CRM
  • Multiple users can be assigned the System Administrator role and you can remove the role from users but you cannot remove the role if that user is the only user who has the System Administrator role.
  • The System Administrator role also is given the System Admin field level security role, which as I’m sure you can guess gives them access to all field level security.
  • It’s possible to copy the System Administrator role and it will create a security role but the security role will not automatically have access to any new custom entities added and it basically won’t have the special powers of the System Administrator role.
  • Teams have security roles (this can affect which form is used)
  • There are some privileges which do not have organisation levels these are always show under miscellaneous privileges and these are either true or false.  These are things like

Go Offline

Export to Excel

Publish articles

 

Manage user access, Teams and sharing

  • The security authentication in CRM is not really handled inside CRM.  A bit like the way CRM lets outlook/email router do all the emailing, CRM also gets another piece of software to do the authentication of users.
  • the most common authentication method is active directory
  • You can also used Internet facing deployment (IFD) where the authentication is either AD FS (active Directory Federation Services) or STS (Secure Token service)
  • Online security – Microsoft Online Subscription Program (MSOP)
  • A user can have one manager which is a user lookup field on user record

Functionality to manage users and you can find these by going to Settings – Administration

  • Creating users, teams, Security Roles
  • assign/move users to teams, assign security roles to teams and users
  • Disable business units
  • Delete Security roles, Delete teams
  • Move users between teams
  • Manager

Users

  • You cannot delete users in CRM you can only disable them
  • If you disable a user the user won’t be able to log into CRM
  • a disabled user doesn’t use a CRM license
  • The records assigned to the user are still active.  Best practice is to assign all the records assigned to the disable user to another enabled user.
  • You need to work out if the user is used in the workings of any workflows, these will still work but it’s not good practice to assign records etc to an disabled user.
  • Users must always be assigned to business unit and can only be assigned to one business.
  • Security roles and teams security roles are additive, so adding a user to a team won’t remove any security privileges to the user

Teams

  • Teams are optional
  • Two types of teams Access teams and owner teams
  • Owner Team can own records
  • Owner Teams can be assigned security roles
  • Access teams cannot own be assigned security roles or own records.
  • An owner team can be converted to an access team
  • An access team cannot be converted to an owner team
  • Each business unit create a default team which you cannot delete and you cannot add members to
  • Teams can be assigned security roles
  • Team and users can be the owner of records

 

Business units and default owner teams

  • Business units have a team created automatically, the team name will have the same name as the business unit.  Any members created and assigned to the business unit will automatically be added to the default business unit team.
  • It’s a dynamic team which CRM keeps up to date.
  • It cannot be edited but you can assign security roles and these security roles will apply to all members of the business unit.
  • default business unit team cannot be re parented, deleted or renamed and it’s members cannot be modified.

SHARING

  • In CRM you can share records between users and teams.  Sharing gives the user being shared to the same privileges to that individual record as the user who is sharing.
  • Sharing bypasses business unit – access level parts of security because when you share records it basically ignore the level (organisation, business unit, user)
  • Sharing records to a team is like sharing the record with every member of the team, except in the PrincipalObjectTable this is only one entry
  • using the business unit default team you can share records to all users in different business units.
  • You can share more than records, you can also share Charts, Views and Dashboards.
  • Users can only share their personal views, charts and dashboards.
  • When a user shares the components (charts, views and dashboards) they also choose what privileges you want the user/team to have with the component

The privileges you can share are

Read

Write

Delete

Append

Assign

Share

 

Re-parenting users/teams

  •  Re-parenting a user/teams business unit has a drastic effect on the security roles the user or team had, it REMOVES THEM ALL.
  •  So if you ever change a user/teams business unit you will need to assign the user or team some security roles in the new business unit.
  • This sounds drastic but it actually makes sense if you think about it logically.  Each business unit has it’s own set of security roles, these are usually copied down from the parent business units.  So when you move business unit, it removes all the security roles and it can’t automatically add them all back because not all the security roles may exist in the new business unit or the security roles could be vastly different with completely different privileges, so the user must add new security roles.
  • This is also true if you re-parent a whole business unit because all the users will have had all their security roles removed.
  • Remember users without security roles cannot log into CRM.
  • If a user is re-parented they lose their security roles but they won’t be removed from any teams, this would probably allow them to login to CRM but the user won’t be able to change any personal settings, or view any components the user created.
  • If a team is re-parented then every member of team will lose all their security roles because the team will have had all it’s security roles removed.
  • An efficiency trick is if you want to remove all the security roles for a user or team is to move business unit

 

AUDITING

  • Auditing has three levels – Global, Entity, Field
  • Auditing is enabled in System settings and then for each individual entity
  • Any entity can be audited
  • if auditing is not enabled at organisational level, it doesn’t matter if auditing is turned on at an entity level, nothing will be audited.
  • audit logs are partitioned every 3 months.  These can be  deleted in the audit log management screen
  • User has to have the View Audit History privilege
  • when you turn on auditing for an entity, all the available fields are by default enabled for auditing
  • Audit logs management is done by a system job
  • Some System fields are not applicable for auditing

CreatedOn
CreatedBy
ModifiedOn
ModifiedBy
Owning Business Unit
Owning User
Customer AddressId

 

Access Teams and Access Team Templates

  •  Access teams are new functionality added in CRM 2013 (so expect some questions)
  • Access Teams and Access team templates are a method to share permissions and records, which is easier to manage, quicker to add/remove users/teams because Access team templates will applying a standard set of privileges (read, write, delete, append, append to) rather than having to set this up for each individual user/team.
  • Access Team templates are enabled on an entity basis and you have to enable Access Teams on the entity in the communications and collaboration section
  • Access teams can be ticked and un ticked on an entity (unlike Queues)
  • You need to customize the form of the entity you want to add the Access Team Template to and in my case it’s the account form
  • You need to add a sub grid to the form
  • Records – All TypesEntity – UsersDefault View – Associated Record Team MembersTeam Template – Hosk Account Access Team – this is the team template I created in the step before, yours is probably called something different.
  • When you add a user to the user grid it will automatically create an Access Team but the odd things is you can’t view this team in the Teams section in Administration
  • You can view access teams by using the advanced find, search for Teams and choose of type Access.
  • You add users to the access team via the sub grid on the record.
  • you can add users directly to the access team.
  • You can more than one Access Team template for each entity
  • The default number of access teams templates for each entity is two
  • The number of access team templates you can have for each entity is controlled by theMaxAutoCreatedAccessTeamsPerEntity deployment setting.
  • MaxEntitiesEnabledForAutoCreatedAccessTeams deployment setting has a default value of 5.  This controls the number of entities it’s possible to enable for auto-created access teams.
  • You can change the MaxEntitiesEnabledForAutoCreatedAccessTeams , MaxAutoCreatedAccessTeamsPerEntity  only on Premise installations and you cannot edit them for Online.
  • A system generated Access Team isn’t created for each record until you add a user to the sub grid on the entity.
  • if you delete the team, this is the same removing all the members in the sub grid on the record.
  • if you change the access rights on Team Template this will only change the access right to new entity records/access teams.  Any records already created will use the previous set of privileges.
  • Access teams with Share access right ticked will mean any user who is in access team will be able to add (share) others to the access team for that record.
  • Users cannot grant privileges they do not have.  So a user can only add new members to an access team where the access team template has delete privilege only if that user has the delete privilege for the entity.
  • Access Teams created automatically by adding users to them are not shown in the system team views
  • If you want to delete a Access Team Template you will need to remove all the sub grids using that specific Access Team Template before you can delete it.

 

Owner Team

  • Owner teams in Microsoft Dynamics CRM can have security roles
  • Team can own records

Access Team

  • Access teams cannot be granted security roles
  • Access teams cannot own records
  • Accesses records through sharing
  • Sharing privileges are defined by an access team template but don’t change dynamically for existing records if the template changes
  • Access teams are not displayed in most system views
  • You can add/remove users directly on the subgrid of the record you want to share access to.

 

Field Level security

  • Enabling or disabling of field level security by setting the IsSecured attribute cannot be audited.
  • System Admin is has all privileges on all field level security fields, the user has a System Administrator field security profile where all values are set to yes and will be for any fields checked for field level security.
  • Every field enabled for field level security is added to all field level security profiles
  • when you turn on field level security for a field, it will automatically be added to all Field Level security roles with Read, Create and Update all set to No.
  • New field level security fields can only be seen by users with the System Administrator role, so you have to go and configure the field level security privileges.
  • Every field level security profile will include all fields with field level security enabled.
  • Fields that are ticked for field level security will be added to field security profiles but with Read, Update, Create all set to No, so you must go in to configure
  • users/teams can be added to more than one field level security profile.
  • *** asterisks show if a user does not have read access to a field
  • *** asterisks show even if the field is null/blank
  • You cannot delete the System Administrator field level security profile
  • You can only set field level security on custom fields!

 

CRM 2013 – MB2 703 – Manage user access, Teams and sharing

In this blog post I will continue looking at the security features in CRM with regards with understanding the information for the MB2-703 – CRM 2013 Customization and configuration exam.

I will be focusing on

  • Manage access.
    • This topic may include: manage users and teams; configure sharing; manage Security Roles for users and teams; create Access Team Templates; add Access Team subgrids to forms

To see the topics in CRM 2013 then watch the video

This involves users/teams and sharing records and components and a little bit about authentication

 

Authentication

 

The security authentication in CRM is not really handled inside CRM.  A bit like the way CRM lets outlook/email router do all the emailing, CRM also gets another piece of software to do the authentication of users.

 

on premise

most commonly user records are linked to active directory

You can also used Internet facing deployment (IFD) where the authentication is either

AD FS (active Directory Federation Services)

STS (Secure Token service)

 

online

Microsoft Online Subscription Program (MSOP)

 

Either type of authentication the security authentication is done and then if successful the user are signed into CRM and then CRM applies the correct security roles, privileges.

Managing Users

There are a number of functionality to manage users and you can find these by going to Settings – Administration

  • Creating users, teams, Security Roles
  • assign/move users to teams, assign security roles to teams and users
  • Disable business units
  • Delete Security roles, Delete teams
  • Move users between teams
  • Manager

 

each user can have one manager assigned to them.  The manager look-up can be found on the user record, I  think it’s used in routing.

access

Security roles – Security Privileges

Business management tab has the security privileges

Security role

Team

User

User Settings

Business Unit

Field Level Security

access 2

Miscellaneous Privileges

Enable or Disable user

Re-parent business unit

enable or disable business unit

re-parent team

 

Disable a user

you cannot delete users in CRM you can only disable them

If you disable a user the user won’t be able to log into CRM

a disabled user doesn’t use a CRM license

 

The records assigned to the user are still active.  Best practice is to assign all the records assigned to the disable user to another enabled user.

 

You need to work out if the user is used in the workings of any workflows, these will still work but it’s not good practice to assign records etc to an disabled user.

Teams

Teams are optional

Two types of teams Access teams and owner teams

Owner Team can own records

Owner Teams can be assigned security roles

Access teams cannot own be assigned security roles or own records.

An owner team can be converted to an access team

An access team cannot be converted to an owner team

Business units and default owner teams

Business units have a team created automatically, the team name will have the same name as the business unit.  Any members created and assigned to the business unit will automatically be added to the default business unit team.

 

It’s a dynamic team which CRM keeps up to date.

It cannot be edited but you can assign security roles and these security roles will apply to all members of the business unit.

default business unit team cannot be re parented, deleted or renamed and it’s members cannot be modified.

default teams can be converted to access teams but you cannot convert access teams to owner teams.

SHARING

In CRM you can share records between users and teams.  Sharing gives the user being shared to the same privileges to that individual record as the user who is sharing.

Sharing bypasses business unit – access level parts of security because when you share records it basically ignore the level (organisation, business unit, user)

 

Sharing records to a team is like sharing the record with every member of the team, except in the PrincipalObjectTable this is only one entry

using the business unit default team you can share records to all users in different business units.

 

Share more than records

 

Not only can you share records but also Charts, Views and Dashboards.

 

Users can only share their personal views, charts and dashboards.

 

When a user shares the components (charts, views and dashboards) they also choose what privileges you want the user/team to have with the component

 

Read

Write

Delete

Append

Assign

Share

access 4

Re-parenting users/teams

 

Re-parenting a user/teams business unit has a drastic effect on the security roles the user or team had, it REMOVES THEM ALL.

 

So if you ever change a user/teams business unit you will need to assign the user or team some security roles in the new business unit.

 

This sounds drastic but it actually makes sense if you think about it logically.  Each business unit has it’s own set of security roles, these are usually copied down from the parent business units.  So when you move business unit, it removes all the security roles and it can’t automatically add them all back because not all the security roles may exist in the new business unit or the security roles could be vastly different with completely different privileges, so the user must add new security roles.

 

This is also true if you reparent a whole business unit because all the users will have had all their security roles removed.

 

Remember users without security roles cannot log into CRM.

 

If a user is re-parented they lose their security roles but they won’t be removed from any teams, this would probably allow them to login to CRM but the user won’t be able to change any personal settings, or view any components the user created.

 

If a team is re-parented then every member of team will lose all their security roles because the team will have had all it’s security roles removed.

 

An efficiency trick is if you want to remove all the security roles for a user or team is to move business unit

 

CRM 2013 – MB2-703 – Customization and Configuration Certification Solution Test Questions

The best way to prepare for an exam, is to take practice questions and test your knowledge with questions in a similar way the exam will.

I have created a YouTube video where I go through the questions and explain the answers, I would definitely recommend watching that for the first time at least

http://youtu.be/JKmvKLxJvfY

So with this in mind I have created some questions for you.

I have also created the questions as slides, which you have seen in the video

Multiple choice questions

http://www.slideshare.net/hoskinator/hosks-mb2703-solution-question

Quickfire Yes/No Questions

http://www.slideshare.net/hoskinator/hosks-solution-quick-fire-question

 

HOSK’S TEST SOLUTION QUESTIONS

 

  1. Which statements are true about solutions?
    1. Saving your changes in a solution is mandatory
    2. It’s possible to export the Default Solution
    3. You cannot create more than 50 solutions
    4. Publisher is a mandatory field on a solution
  2. Which components can be added to a solution
    1. Team
    2. Message
    3. Business Rule
    4. Business Unit
  3. Which components cannot be added to a solution
    1. Subject
    2. Service Endpoint
    3. Goal
    4. Site Map
  4. What is true about solutions
    1. Deleting an unmanaged solutions doesn’t delete the components if there is data for them.
    2. Deleting a managed solutions deletes the components and the data
    3. You can only export the default solution as an unmanaged solution
    4. You can add plug-in assembly to a solution
  5. What is development and not customization or configuration from the list below
    1. Create a plug-in to run on the creation of an account to set reference number
    2. Create a custom entity to hold venue information
    3. Javascript validation on a phone number field
    4. Creating a business rule to disable a field until another field has a value
  6. What is removed when you delete an unmanaged solution in CRM 2013
    1. Just the solution record
    2. The solution record, the components and all the data
    3. The solution record and the components
    4. The solution record, it’s components and dependant components.
  7. What does the Version number show
    1. major.build.minor.revision
    2. major.revision.build.minor
    3. major.minor.revision.build
    4. major.minor.build.revision
  8. you import a managed solution which contains the account entity, you then import an unmanaged solution which also contains the account entity, both solutions change the Account Number field to have a different name, what name is on the account form
    1. Account Number, you cannot change the name of the account number
    2. The name given to Account number in the managed solution
    3. The name given to the Account Number in the unmanaged solution
    4. The name given in the solution which was imported last
  9. Which of the below is true
    1. You cannot export the Default Solution
    2. You can export the Default Solution from CRM OnPremise to CRM Online
    3. You need a special security privilege to import solutions
    4. Unmanaged solutions have to be published
  10. What is false about managed solutions
    1. Managed solutions can only be changed or altered by the publisher
    2. importing a managed solution is automatically published
    3. Managed solutions have versioning, unmanaged solutions do not.
    4. managed solutions are additive, you cannot remove any components by importing a managed solution

 

 

 

Answers

  1. b,d
  2. b,c
  3. a,c
  4. b,c,d
  5. A,C
  6. A
  7. D
  8. D
  9. C, D
  10. C

 

HOSK’S QUICKFIRE QUESTION (YES/NO)

 

  1. Can you export a managed solution
  2. Can you export an unmanaged solution
  3. Can customization and configuration be used and refer to the same components.
  4. The correct format for version is major.minor.revision.build
  5. Subjects can be added to a solution
  6. There is no limit to the number of solutions you can create
  7. The prefix in the publisher is added before schema name for entities, fields
  8. The changes to components when importing an unmanaged solution cannot be undone
  9. Queues can be added to solutions
  10. managed properties are customizable by default
  11. It’s not possible to export  an unmanaged solution
  12. managed solution must be published after importing

answers

  1. false
  2. true
  3. true
  4. false
  5. false
  6. true
  7. true
  8. true
  9. false
  10. true
  11. false
  12. false

 

 

 

CRM 2013 – MB2-703 – Customization and Configuration Certification Solution Exam Cram Notes

Here are the exam cram notes for solutions, I am assuming you have

read my blog post on solutions and you understand how solutions work and the functionality

CRM 2013 – Understanding Solutions and how they work

watched the youtube video running through adding solutions

CRM 2013 – Understanding Solutions and how they work in CRM 2013

The video going through the Solution Exam Cram notes is here

All the study notes for the MB2-703 exam can be found on the page link above or clicking the link below

https://crmbusiness.wordpress.com/mb2-703-crm-2013-customization-and-configuration-certification/

These notes are the to revise the key concepts of solutions for the MB2-703 – Microsoft Dynamics CRM 2013 Customization and Configuration certification

  • Config – teams, security roles, business units, Entities, views
  • Customization – standard GUI changes, forms, entities, views, GUI workflows, business rules
  • Extending CRM – Code changes – javascript, .NET, plugins, custom workflow, console application
  • Configuration and customization could be used when talking about changing the same components e.g. Entities, Views
  • Extending = code related changes.
  • Microsoft Dynamics CRM 2013 Software Development Kit is used to create and deploy plugins, Web Resources and custom workflows.

 

What cannot be added to a solution

  • Business Units

  • Teams

  • Queues

  • Goals

  • Subjects

  • Product Catalog

The items above must be either created manually or imported.  If you want to create manual data and use the same guids between systems then you will need to export and import the data so you can specify the guids used.

What Can be Added to a Solution?

The following is a list of solution components that you can view within a solution

  1. Application Ribbon

  2. Article Template

  3. Business Rule

  4. Chart

  5. Connection Role

  6. Contract Template

  7. Dashboard

  8. Email Template

  9. Entity

  10. Entity Relationship

  11. Field

  12. Field Security Profile

  13. Form

  14. Mail Merge Template

  15. Message

  16. Option Set

  17. Plug-in Assembly

  18. Process

  19. Report

  20. Sdk Message Processing Step

  21. Security Role

  22. Service Endpoint

  23. Site Map

  24. Web Resource

 

  • Solutions in Microsoft Dynamics CRM is a method to let you group and manage your custom components for a particular set of functionality or release

  • solutions are optional

  • When an organisation is created a Default Solution is created which contains all the components

  • You can export the default solution but only as an unmanaged solution

  • Solution best practice is use it to split up business requirements probably either in Sprints/releases or in business requirements.

  • It’s possible to export the Default Solution and import this solution into another CRM Instance but you cannot export Default solution from  a CRM On Premise to a CRM On line or vice versa.

  • There is no limit to the number of solutions you can create

  • Before you can create a solution you must create a publisher, Publisher is a business required field on solution

  • A publisher has a prefix, The prefix will then be added before the schema name for the entity or field e.g.

    • hosk_newField

    • hosk_entityName

  • 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

  • Unmanaged solution components cannot be uninstalled

  • when you delete an unmanaged solution you are only deleted the solution file, all the changes remain in the default solution

  • Unmanaged solutions can be exported as an unmanaged or managed solution

  • Managed solutions can expose some components to be customized by the end user

  • solutions have built in versioning, if version 1 is imported and then solution 2 is imported, CRM will prompt you to see if you want to overwrite the changes in version 1.

  • Solution version is major.minor.build.revision

  • Custom solutions developed using Microsoft Dynamics CRM 2011 can be imported into Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online organizations.

  • Custom solutions developed using future versions of Microsoft Dynamics CRM cannot be installed into earlier versions without first being ‘down-leveled’ to match the earlier version.

  • When you export a managed solution, you can’t import it back into the organization it was imported from.

  • be careful when importing an unmanaged solution because those changes cannot be removed and they will overwrite any current changes

  • Solutions are additive, you cannot delete any components by importing a solution

  • You need the System Administrator role to import solutions

  • You cannot import entities or fields with the same schema name to components that exist in the CRM database.

  • All imported security roles are created in the root business unit

  • managed properties are fully customizable by default.

  • Solutions created in Microsoft Dynamics CRM 2013 cannot be imported into a Microsoft Dynamics CRM 2011 database.

  • The maximum size for a solution file for Microsoft Dynamics CRM online is 29.296 MB

  • For On-premise CRM 2013, the default maximum size for a solution is 6 MB but this can be increased.

  • You must have the System Administrator security role to import , organization settings,  security roles, plug-in assemblies, sdk message processing steps.

 

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 http://www.microsoft.com/learning/en-us/exam.aspx?id=mb2-703

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. http://www.youtube.com/watch?v=gRSyOEt-MUQ

MOC

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 mscrmgeek.com 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 mscrmgeek.com.

The study notes are very useful, 46 pages of good notes about the CRM 2011 Customization and Configuration exam. http://www.crmanswers.net/2014/01/crm-2013-mb2-703-exam-my-experience.html

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 mscrmgeek.com (the site is currently offline, so I made a doc from the google cache and shared here: http://sdrv.ms/1bzq6Ny)

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

http://msdn.microsoft.com/en-us/library/gg328235(v=crm.6).aspx

Solutions – FROM CRM SDK

http://channel9.msdn.com/Series/DynamicsCRM2011/Solutions-Managed–UnManaged

CRM SDK Solutions

http://msdn.microsoft.com/en-us/library/gg334530.aspx

The Exam will focus on new features in CRM

Access Teams White Paper

Access Teams with Microsoft Dynamics CRM 2013

Good blog from powerobjects

http://www.powerobjects.com/blog/2013/11/06/access-teams-in-dynamics-crm-2013/   http://blog.customereffective.com/blog/2014/02/design-and-scalability-considerations-when-using-access-teams.html

Business Process Flow

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

Business Process Flows White Paper

http://blogs.msdn.com/b/mvpawardprogram/archive/2013/11/11/microsoft-dynamics-crm-2013-business-process-flow.aspx

youtube video

http://www.youtube.com/watch?v=9cXoivs0ZMA

Business Rules

http://www.powerobjects.com/blog/2013/10/24/become-pseudo-developer-business-rules-crm-2013/ http://www.crmsoftwareblog.com/2013/10/business-rules-in-crm-2013-equals-more-power-to-the-business/

Quick Create forms

http://www.powerobjects.com/blog/2013/10/29/quick-create-forms-in-dynamics-crm-2013/ http://msdynamicscrmblog.wordpress.com/2013/11/01/quick-create-forms-in-dynamics-crm-2013/

MOBILE

http://www.crmsoftwareblog.com/2014/02/go-mobile-with-dynamics-crm-2013-tablet-apps-frequently-asked-questions-answered/

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

CRM 2013 – Why you should take and pass the Configuration and Customization Certification

I am going to talk about the CRM 2013 certification MB2-703 or otherwise known as Microsoft Dynamics CRM 2013 Customization and Configuration.  One reason I am talking about the CRM 2013 configuration and customization certification is I have recently started a YouTube channel Hosk’s CRM Dev and although CRM Developers will be required to do a lot of coding they will also need to do a lot of customization’s using the standard GUI tools and functionality in CRM.

I myself am going to pass the certification and I am interested in learning the new CRM 2013 functionality so I thought I would create some YouTube video’s on the exam criteria and would like you all to join me on the journey of passing the CRM 2013 Configuration and Customization exam.

There are probably a bunch of people reading this blog going I would like to pass that certification but I’m too busy, I will get round to it at some point later in the year.

STOP RIGHT THERE BUDDY

stop procrastinating and do it, give yourself a two month deadline and study and pass that certification and what’s more I’m going to help you do it, The Hosk will be cheering you on.

If you are still not on board let me tell you why you are going to do it (if you haven’t already), you have a choice you can see and hear me

or you can read why you should

1.  Money

People who have certifications get paid more.

“43 percent of survey respondents report salary increases as a result of Microsoft Certification.”

– Redmond magazine’s 2006 survey of compensation for Microsoft IT professionals

A certification is something you can take into your next pay review to help persuade your bosses to give you more cash.  The way I see it if you have a certification and your colleagues don’t, if over the year you have both done a good job then that certification is going to be something extra you have, not only do you have a certification but you also have all the knowledge to go with it.

2.  Learn the new features in CRM 2013

The certifications always have sections on the new features, so this is a great way to learn the new CRM 2013 features and get certified at the same time.  In fact it will give you focus and motivate you to get the learning done.  The other benefit will be you will brush up on some of the other parts of system you might not use.

3.  Broad range of knowledge

I have taken the CRM 4 and CRM 2011 Configuration and Customization certifications and I found them very useful in learning parts of the CRM that I wasn’t currently using in the projects I was working on.  I learnt about Goals, Dashboards, reporting, security, solutions before I used them at work.  In the CRM 2013 exam I will have to learn about Business Process Flows, Business Rules, Access teams, quick create forms.  What I am trying to say is I will learn about the functionality before I have to use it in my job, so if it comes up I will already have an idea of what it does, how it works.  A lot of being a good CRM Developer is knowing the correct tool to use at the correct time.

4.  (some) People respect certifications

if you have 2 or 3 CRM certification then people in the workplace will start to see you as  knowledgeable in CRM, their perception will change and this is particularly useful if you are starting out in your CRM career.  Certifications don’t make you a better CRM Developer or Consultant but it does mean that you have a good knowledge of CRM because you have to do a fair bit of studying to get the certification.

5.  Companies like Certifications

Companies like certifications because they need certified employees so they can get the Microsoft Gold or Silver partner status.  Companies also like certified employees because it sounds great to tell perspective clients about are certified developer/consultant.  If you have a certification you are more valuable to your company and they will often reward you for the time and effort it took to obtain the certification.

6.  Success feels good

It feels good to pass a certification, it may only be a piece of paper and something to put on LinkedIn/Rockstar 365 cv but you have set out to pass a certification and by golly you did it.  Once you get that certification no one can take it away

7.  You are committed to becoming a great CRM developer/Consultant

Life hacker has a nice paragraph in this article Will certification help me get a better job

Ultimately, getting one or two certifications will prove you’re capable of learning and retaining knowledge (or at least passing a test) but several under your belt shows that you’re committed to a career path, well versed in it, and knowledgeable. As those certifications grow to require experience and dedication to earn, they’re exponentially more valuable and prove that you’re familiar with industry best practices, have worked in the field, and have retained your knowledge (especially if it’s a cert that has to be renewed or kept up to date). So even if you don’t think the low-level ones are useful, don’t shy away from them—at best they’re a slight differentiator, but at worst they’re a stepping stone to greater things

8.  You know most of it already

Here is the headline skills measured, come on, you know at least half of that stuff already, you are half way there

  • 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)

click here to read the skills needed in more details.

So after reading all that and knowing I am going to create some Video’s and information to help you (AND ME) study for the certification, what excuse can you (I will accept you already having passed the certification) have

I have written about the benefits of certifications before if you still aren’t quite persuaded.

CRM 2013 – exams are released and links to training material

I have been seeing more and more tweets and blogs about people passing the CRM 2013 exams, I am just starting to study for the CRM 2013 Customization and configuration exam.  Below are the links to prometric exams

MB2-700 – Microsoft Dynamics CRM 2013 Applications

MB2-701 – Extending Microsoft Dynamics CRM 2013

MB2-702 – Microsoft Dynamics CRM 2013 Deployment

MB2-703: – Microsoft Dynamics CRM 2013 Customization & Configuration

There is also some CRM Online specific certifications that I have heard about but I’m not sure when they will be released and I can’t see how different they are going to be from the normal certifications in terms of configuring and customizing CRM.

  • MB2-721: Microsoft Dynamics CRM Online Fall Customization and Configuration
  • MB2-722: Deploying Microsoft Dynamics CRM Online

 

There is some student training materials available for those with partnersource account.  The download link is at the top right of the page.  I find the training below the most useful, it’s free and goes through all the main criteria in the exams

Sales Management in Microsoft Dynamics CRM 2013

This course introduces the capabilities of Sales Management in Microsoft Dynamics CRM 2013 that allow you to track and manage the sales process from potential to close. This course provides insight on sales process information, and introduces the tools available to analyze and report on sales information.

This course guides you through the tools that help make the internal processes simpler and easier so your sales force can focus on what is important—creating a differentiated experience for your customers

Customer Service in Microsoft Dynamics CRM 2013

This course focuses on how an organization can nurture customer satisfaction through automation of business processes within Microsoft Dynamics CRM 2013.  This course provides an insight into all of the powerful Customer Service and Service Scheduling functionality capabilities within Microsoft Dynamics CRM 2013.

Additionally, this course guides you through the process of working with your customers in Microsoft Dynamics CRM 2013, including: resolution of customer complaints and services issues cost effectively, and provides insight on managing  all related correspondence, documents, contacts and conversations. This course demonstrates the rich and relevant view of your customer that provides your team with actionable insights, including the use of knowledge management in a centralized knowledge base.

Customization and Configuration in Microsoft Dynamics CRM 2013

This course describes the techniques required to customize Microsoft Dynamics CRM to meet the specialized needs of businesses. The topics covered include security; creation and configuration of entities; design of forms views and charts; auditing and solutions. The course describes each topic and how each topic relates to the other topics to produce a full configured, effective solution.

Installation and Deployment in Microsoft Dynamics CRM 2013

​This two-day training course provides individuals with the skills to install and deploy Microsoft Dynamics CRM 2013. The training material focuses on the components used within a Microsoft Dynamics CRM deployment, the hardware and software requirements needed to successfully deploy Microsoft Dynamics CRM, and the installation instructions for the primary Microsoft Dynamics CRM components: the Microsoft Dynamics CRM Server, the E-Mail Router, and Microsoft Dynamics CRM for Office Outlook. The course also covers upgrading from earlier versions,  configuring an Internet-facing Deployment and administration tasks.

CRM 2011 – Extending CRM 2011 Study notes

At the tail end of last year I passed the CRM 2011- Extending CRM 2011 certification and I thought I would just mention how I passed the exam and put up some of my notes to help other people in the CRM dynamics Community pass the exam

I used the Microsoft MOC’s, so if you can get the company you work for to pay for you to go on the course I would recommend that, the link to the course is below

http://www.microsoft.com/learning/en-us/course.aspx?id=80295a

Otherwise I would recommend the elearning of the same course.

I found a great study guide from the blog MSCRM Geek on the blog post below

http://www.mscrmgeek.com/post/2012/05/09/MB2-876-Exam-Study-Notes.aspx

The study guide is 107 pages long

If you want to download just the guide go here

MB2-876 Extending CRM 2011 Exam Notes.docx (1.92 mb)

I have to say it’s very generous of Jason Weibel to put his notes up and I will certainly use the notes whislt studying for this exam

Although I’m not sure if 100 page document is really study notes but this exam is a whopper

Below are may final revision notes, they will only mean something once you have studied for the exam.  They are not in any order and they were just some things I wanted to remember and learn a few days before taking the exam.

Hosk’s revision notes for Extending CRM 2011 

Client side iFrame event = OnReadyStateComplete. 

Early Bound classes

You used the CrmSvcUtil.exe to create early bound classes

Late Bound Classes

You can access variables which are not created at compile time

Debugging a custom workflow – CrmAsyncService.exe process.  You can read more about it

http://msdn.microsoft.com/en-us/library/gg327856.aspx

  • REST – The REST endpoint for AJAX and Microsoft Silverlight clients provides an alternative interface that you can use to work with Microsoft Dynamics CRM data. Rather than directly invoking the SOAP-based Web service, you can execute requests using a service that is based on a URI. For more information, see Use the REST Endpoint for Web Resources.
  • WSDL – This programming paradigm lets you develop code from non-.NET clients, and does not depend on the use of Microsoft Dynamics CRM assemblies. For example, you can use this programming model to write code for Microsoft Dynamics CRM in Java. For more information, see Development from Non-.NET Clients in Microsoft Dynamics CRM.

REST = Create, Read, Update, Delete.  Also Associate and Disassociate

SOAP = Assign, Retrieve Metadata, Execute Messages

Use of the REST endpoint is limited to JScript libraries or Silverlight web resources.

Javascript form events

OnSave and OnLoad events for the form

OnChange events for a field

TabStateChange for Tabs

OnReadyStateComplete for iFrame to indicate it has loaded.

SITEMAP

SiteMap is displayed in Outlook as a list of folders shown in ALPHABETICAL order

The Entity class has replaced the DynamicEntity class

Custom XAML workflows cannot be used with CRM Online

Custom workflow activities inherit from the CodeActvity base class

Custom Workflow users Windows Workflow Foundation 4.0.  This requires .NET 4

Extraqs is an parameter for forms, you can only have one variable but you can included data to manually split.

Plugins can be deployed to the CRM Database or to the Server hard disk

getOrgLcid

OData sends and receives data by using either ATOM or JavaScript Object Notation (JSON). ATOM is an XML-based format usually used for RSS feeds. JSON is a text format that allows for serialization of JavaScript objects.

Web Resources can be CSS, XSL and XSLT.

Files must be uploaded as Web Resources if you want to use them in CRM.

IDiscoveryService is used to see what organisations the user can view

IOrganizationService is used to run CRM commands

JAVASCRIPT

CRM 2011 uses XRM not crmForm

XRM.Page

XRM.Data

Xrm.Page.ui.GetFormType(); – gets formtype e.g. 1 for create, 2 for update

Xrm.Page.ui.close(); – closes the form

Xrm.Page.data.entity.save(“saveandclose”);

Xrm.Page.context.getAuthenticatedHeader() – returns user credentials.

getAuthenticatedHeader is depreciated, it must have Xrm.Page.context in front of it.

Xrm.Page.context.getUserRoles() – gets user roles

SHARING A RECORD

Assign a record to a user/team

Share a record with a user/team

Capabilities of Image Web resources

With image Web resources you can add images where you need them. Common uses include the following:

  • Custom entity icons
  • Icons for custom Ribbon controls and SiteMap subareas
  • Decorative graphics for entity forms and Web page Web resources.
  • Background images that are used by CSS Web resources

Limitations of Image Web Resources

Like all Web resources, image Web resources use the Microsoft Dynamics CRM security context. Only licensed Microsoft Dynamics CRM users who have the necessary privileges can access them.

Only the four specified types of image files (*.jpg, *.png, *.gif, *.ico) are supported.

Limitations of HTML Web Resources

  • An HTML web resource cannot contain any code that must be executed on the server. ASP.NET pages cannot be uploaded as HTML web resources.
  • HTML web resources can only accept one custom query string parameter called “data”.

Custom Workflow Activities (Workflow Assemblies)

You can create custom workflow activities in Microsoft Visual C# or Microsoft Visual Basic .NET code by creating an assembly that contains a class derived from the Windows Workflow Foundation CodeActivity class

Custom workflow activities are not supported for Microsoft Dynamics CRM Online. This is because Microsoft Dynamics CRM workflows are not supported to run in sandbox mode, and if the custom XAML workflow contains malicious code, this can lead to data security issues

Required Software and Assemblies

To develop Windows Workflow Foundation 4 custom activities, you must use Microsoft Visual Studio 2010, which requires Microsoft .NET Framework 4. If it is not available on your computer, Microsoft Visual Studio 2010 will install it.

The following assemblies must be added to your project. They can be found in the SDK\Bin folder in Microsoft Dynamics CRM SDK.

  • Microsoft.Xrm.Sdk.dll
  • Microsoft.Xrm.Sdk.Workflow.dll
Use the CodeActivity Workflow Base Class