MB2-712 Certification: (Microsoft Dynamics CRM 2016 Customization and Configuration) – Revision Guide

I have been completing a series of posts to help people prepare for the MB2-712 certification (Microsoft Dynamics CRM 2016 Customization and Configuration). Here is a collection of links to all of those posts. I hope these might serve as a useful revision aid for the MB2-712 exam.

The MB2-712 certification is not easy to study for. At least in my opinion! The reason being the scope of the exam. CRM 2016 is a large product and therefore customizing it is a big topic. But a fun topic and one you will really enjoy learning about.

Revision Notes (Introduction)

Introduction / Overview to MB2-712 Exam

Configure Microsoft Dynamics CRM

  • Configure Dynamics CRM settings
    • Configure auditing, document management and collaboration; configure business units; perform user management; configure email; manage teams
  • Manage Dynamics CRM security
    • Understand security roles; define permissions and privileges; configure access levels; configure security roles; assign security roles; work with multiple security roles; manage access; manage security hierarchy

Revision Notes

Manage and implement Microsoft Dynamics CRM entities, entity relationships and fields

  • Manage Dynamics CRM entities
    • Manage entity ownership; manage entity properties; understand system and custom entities
  • Configure field customizations
    • Understand and configure fields; configure field properties; use calculated fields; use rollup fields; configure global option sets; create alternate keys; configure field-level security; understand status and status reasons
  • Implement entity relationships
    • Understand relationship types; understand cascading rules; work with hierarchical data; understand and configure entity mapping; create connections and connection roles

Revision Notes

Create and manage Microsoft Dynamics CRM solutions, forms, views and visualisations

  • Create and manage Dynamics CRM solutions
    • Understand solution components; identify solution types; create managed and unmanaged solutions; configure publishers and versions; work with multiple solutions; import and export solutions
  • Customize Dynamics CRM forms
    • Understand the form structure; build a form; use specialized form components; use access teams and sub-grids; work with navigation; understand form types; use multiple forms; implement form customizations and mobile clients
  • Implement Dynamics CRM views and visualizations
    • Understand view types; manage system, public and personal views; create, modify and delete views; customize views; customize charts; customize dashboards; use themes

Revision Notes

Implement business rules, workflows and business process flows

  • Implement and manage business rules
    • Understand when to use business rules; understand business rule scopes; understand how business rules are triggered; configure business rules, conditions and actions
  • Implement and manage workflows, dialogs and custom actions
    • Implement workflows; identify workflow types; implement dialogs and custom actions; identify when to use business process flows, workflow dialogs and custom actions
  • Implement and manage business process flows
    • Understand business process flows; enable business process flows; work with steps, stages and categories; work with multiple entities; use conditional branching; implement role-driven business process flows

Revision Notes


47 thoughts on “MB2-712 Certification: (Microsoft Dynamics CRM 2016 Customization and Configuration) – Revision Guide

  1. Hello Neil,

    Yesterday I passed the exam MB2-712. I used as preparation materials mainly your articles, the Microsoft TechNet library for MS CRM 2016, as well as the 30-days online demo of the product.

    I would like to thank you again for the posts that were of a great help for me. I will continue to follow them with a huge interest.

    Best regards,


    Liked by 1 person

  2. Pingback: CRM 2016 – Tips on passing the MB2-712 customization and config exam – Hosk's Dynamic CRM Blog

  3. Hi Neil,
    Very useful notes for revision. Started off with Microsoft training material provided on the course and then moved onto your notes/guides.
    I passed my exam yesterday too so all good.
    Thank you very much.


  4. Hi Neil,

    One more in the club 🙂

    I also used this materials to pass MB2-712. I find them very useful, and will definitely continue to use them.

    Thank you!


  5. Hi Neil,
    Thanks for a great revision guide. It helped me to pass the MB2-712 on my first try.
    Now, lets move on and start preparing for MB12-713. Hope the revision guide is as good is this one. 😉

    Best Regards,
    Robin (Sweden)


  6. Pingback: Cleared MB2-712 Microsoft Dynamics CRM 2016 Customization and Configuration – Nishant Rana's Weblog

  7. Good day Neil,
    I passed my MB2-714 today.I mustn’t fail to acknowledge that your post was quite instrumental to my success.
    I appreciate!!!


  8. Pingback: New Year’s Eve 2016 | Microsoft Dynamics CRM and Unified Service Desk

  9. Hey Neil,
    Awesome info regarding everything in CRM 2016 and that really helped me clear my MB2-712 certification. I recently passed this certification. Thank you very much Neil !!!


  10. Hi Neil,
    I referred to this perfect revision guide only, followed whatever you had suggested and passed MB2-712 exam today.
    I thank and extremely appreciate you for giving your valuable time and effort in sharing your tremendous experience and vast knowledge with all needful.
    You’re great.God bless you!


    • Hi Lee

      The MB2-716 exam is new. It is the Dynamics 365 version of the exam. If you want to take an exam specific to CRM 2016 then stick with the previous exam. But I would suggest you consider the MB2-716 exam simply because it is newer. (Being a new exam, I have not yet taken it. So currently can’t comment on its detail.)

      Hope this helps



  11. Hello Neil,

    Thanks for the revision guide. The blog provides knowledge which is useful beyond certification exam. It surely helped me score in exam.

    I am looking forward to opt MB2-711 certification exam. It will be very helpful if you provide revision guide for same. 🙂


  12. Pingback: Dynamics 365 certifications study links – Hosk's Dynamic CRM Blog

  13. Pingback: Tips to prepare for the Dynamics 365 exam – MB2-716: Customization and Configuration - Microsoft Dynamics CRM Community

  14. Hi Neil,

    Please help me to clear MB2-712 Exams
    I am still searching for Study Material & links & dumps
    I really want to clear this exam

    Please share me some link & PDF

    Thanks in advance
    Neha Arora


    • Hi Neha

      I am sorry but I don’t have any exam dumps. I assume you have seen my revision guides, those plus plenty of hands on experience will help you pass.

      I know if you search you may find some companies selling sample questions. Although I can’t recommend these.

      Good luck.



  15. Thanks for helpful notes, passed my exam this morning, quick question what will be your advice for someone taking CRM exams for the first time-whether to continue with CRM 2016 exams or rather take Dynamics 365 exams.


    • Hi

      Firstly well done, the CRM2016 exams and Dynamics 365 are both “current”. But obviously Dynamics 365 is the newest variant. Therefore I would suggest people start to take those exams if possible.



      • If I can offer a comment. The newer versions of the exams now offer an MCSA and MCSE path which the 2016 versions do not.




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