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

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

  • 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.


Microsoft Second Shot is back for 2009

Microsoft Second shot is back for 2009 and what an excellent idea it is too.

for those of you who don’t know what Microsoft Second shot is, it allows you to retake Microsoft certification exam again free of charge if you fail the first time.

Basically it means if you take the exam any time soon, you will have up until June 2009 to take it again free of charge.

find out more about it here

and the actual place you need to go to get the second shot is here

Good news indeed.

I wonder if people then go into the first exam preparing a little bit less than if they had no second chance or maybe people schedule the exam earlier to see if they can pass it and if not take it again later.

I will be using mine as a back up, I will study hard and take the exam and then if I fail, I will cram for a week where I think I am weak and then go back and ace.

Last time I had a second shot I passed first time but its still good to know you have a safety net.

Microsoft Dynamics CRM Certification Group

I have been using linkedin more recently, I think I am starting to realise its potential and am now viewing it as something which can be a very useful source of information.  Linkedin has a vast amount of people with a lot of knowledge, it’s like having lots of experts just a keyboard away from you.


I am studying for my CRM certification and I thought I would see if there was a CRM certification group, huh, to my surprise I could find one.  

So I decided to start one up tonight and here it is with the catchy title of

Microsoft Dynamics CRM Certification Group

So if you have come to this page via google or some other link, follow the link above and join the group. 

If lots of people join and contribute then we will all benefit.

I will hopefully drive the group with lot of blog entries, linked to useful information and basically lots of discussions about The Microsoft Applications exam I am currently studying for.

so what are you waiting for, sign up today

good habits are hard to stop

I am currently reading a really long chapter (32 pages!) on managing cases in CRM for the CRM Dynamics 4 applications exam.

I am making it hard work for myself because I keep getting distracted and doing other things, like write this blog post for instance.

The more efficent way to do this would be to sit here and keep reading until the chapter is read and then after that go off and look at other things.   I have currently read a third of the chapter and am having a quick break.

The point I shall make though is this, it helps to get yourself into the habit of reading something for your exam, once a day, 5 times a week or maybe just 3 times a week.  The important point is you create the habit.  

I appreciate that probably a lot of people can quote to me that it takes 21 days for something to become a habit, although this might be true, I think you can also create a quicker habit by trying to do something every day.

Recently I have either read a chapter at lunch or stayed behind at work and read a chapter on CRM everyday.  At first it seems so difficult but after two weeks it has slightly changed from something that seems to take a lot of effort and time, to something I just do (like checking the football headlines or reading the BBC website for some news).

So anyone who is studying for the CRM certification or any other certification or just wants to learn something then you should try and get into the habit of focusing on that goal everyday and persistently working towards it.

You could of course sit down once a week and read 7 chapters but I personally prefer to slowly chip away at something, to keep pecking away at it.

Talking of habits; trying to create the habit of blogging consistently is one of the reasons why I have written today’s blog entry, I want to try and get into the habit of writing blog posts regularly.

right I’m two thirds of the way through that chapter, time to finish it off.  I was going to mention that good habits aren’t only benefical to nuns, e.g. stopping them from being naked but then I thought I really should stop the habit of making bad puns