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Microsoft MB2-714: Microsoft Dynamics CRM 2016 Customer Service

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Reading Time: 6 mins | Publish Date: 3 Apr 2021 | Update Date: 22 Jun 2022

How to Prepare For MB2-714:Microsoft Dynamics CRM 2016 Customer Service Exam

Preparation Guide for MB2-714:Microsoft Dynamics CRM 2016 Customer Service Exam


Microsoft has created a track for Customer service professionals to get certified Microsoft Dynamics CRM on the windows platform. This certification program provides Windows Microsoft Dynamics CRM professionals a way to demonstrate their skills. The assessment is based on a rigorous exam using industry standard methodology to determine whether a candidate meets Microsoft’s proficiency standards.

According to Microsoft, a Microsoft Certified Professional enables organizations to leverage Microsoft windows Microsoft Dynamics CRM technologies. With a thorough understanding of windows Microsoft Dynamics CRM including create and manage cases, creation of knowledge base, analysis of business flows to drive business objectives.

Certification is evidence of your skills, expertise in those areas in which you like to work. There are many vendors in the market that are providing these certifications. If candidate wants to work on Microsoft windows Microsoft Dynamics CRM and prove his knowledge, certification offered by Microsoft. This MB2-714 Exam Certification helps a candidate to validates his skills in Microsoft Dynamics CRM Technology.

In this guide, we will cover the MB2-714:Microsoft Dynamics CRM 2016 Customer Service Certification exam, MB2-714:Microsoft Dynamics CRM 2016 Customer Service Certified professional salary and all aspects of the MB2-714:Microsoft Dynamics CRM 2016 Customer Service Certification.

Introduction to MB2-714:Microsoft Dynamics CRM 2016 Customer Service Exam

Candidates for MB2-714 Exam are seeking to prove fundamental Microsoft Dynamics CRM knowledge and skills. Before taking this exam, exam aspirants ought to have a solid fundamental information of the concepts shared in preparation guide.

It is suggested that professionals accustomed to the ideas and also the technologies represented here by taking relevant training courses. Candidates are expected to have some hands-on experience with Windows based Microsoft Dynamics CRM covering use of fieldone with service management, microsoft power BI service dashboards, survey distribution options , creation and configuration of these surveys. After passing this exam, candidates get a certificate from Microsoft that helps them to demonstrate their proficiency in Windows Microsoft Dynamics CRM Fundamentals to their clients and employers.

Topics of MB2-714:Microsoft Dynamics CRM 2016 Customer Service Exam

Candidates should apprehend the examination topics before they begin of preparation. because it’ll extremely facilitate them in touch the core. Our MB2-714 dumps will include the following topics:

1. Manage cases and the knowledge base (25-30%)

Create and manage cases

  • Work with the case list and views; search for case records; create a new case record; understand fields on a default case form; analyze business process flows; convert activities to cases; understand the case resolution process; use case routing rules; use case creation rules

Create and manage the knowledge base

  • Search for articles; associate an article with a case; use knowledge base articles to help resolve cases; create, manage, and maintain knowledge base article templates; create, modify, and publish knowledge base articles; format articles; attach knowledge base articles to email messages

2. Manage queues, entitlements, and service level agreements (SLAs) (25-30%)

Create and manage queues

  • Understand system queues and personal queues; create and maintain queues; add cases and activities to queues; work with queue items; implement case routing

Create and manage entitlements

  • Create and maintain entitlement templates; create a new entitlement; add entitlement lines; associate products; associate entitlement channels; associate an SLA; activate an entitlement; renew an entitlement

Create and manage SLAs

  • Understand standard and enhanced SLAs; create SLA actions and details; use SLAs on-demand; manage cases with SLAs; manage service scheduling, interactive service hub, and the unified service desk

3. Manage service scheduling, interactive service hub, and the unified help desk (20-25%)

Implement and manage service scheduling

  • Understand service scheduling scenarios; understand the service scheduling process flow; define and manage resources; implement customer service schedules; create and manage resource groups; define sites, holiday schedules, and services; schedule service activities in the service calendar; manage service activities

Work with the interactive service hub and the unified service desk

  • Work with single-stream and multi-stream dashboards; manage queues and cases from streams; create interactive dashboards; understand the unified service desk; understand integrated agent desktop components

4. Work with FieldOne and surveys and perform service management analysis (20-25%)

Perform service management analysis

  • Use Microsoft Power BI service dashboards; work with the service calendar; work with service reports; work with service dashboards; work with system charts for cases; understand service metrics and goals; create goals for case records

Use FieldOne with service management

  • Understand FieldOne functionality; identify reasons to automate the field service organization; identify the benefits of using FieldOne

Work with surveys

  • Understand survey distribution options; create and configure surveys; capture responses

Describe related services

  • Identify related online services; integrate Microsoft Social Engagement with Microsoft Dynamics CRM Online; manage campaigns with Microsoft Dynamics Marketing

Integrate Yammer and SharePoint Online

  • Describe Yammer and SharePoint Online; identify SharePoint Online integration types; describe the integration process

Integrate OneNote, Skype, Skype for Business, Office 365 Groups, and OneDrive for Business

  • Compare Dynamics CRM Notes and OneNote; identify storage location for OneNote notebooks; configure OneNote integration; integrate Skype and Skype for Business; identify limitations for Skype and Skype for Business; describe Office 365 Groups; identify requirements for Office 365 Groups; integrate Office 365 Groups with Microsoft Dynamics CRM Online

Who should take the MB2-714:Microsoft Dynamics CRM 2016 Customer Service Exam

The MB2-714 Exam certification is an internationally-recognized certification which help to have validation for those professionals who are keen to make their career in Microsoft Dynamics CRM domain. Candidates for this exam are familiar with general Microsoft Dynamics CRM concepts and the technologies. Candidates should have some hands-on experience with Windows-based Microsoft Dynamics CRM. It is good for these candidates

  • Sales operations managers
  • Customer service managers
  • Service schedulers
  • Service administrators
  • Office managers
  • Executives
  • Consultants

How to study the MB2-714:Microsoft Dynamics CRM 2016 Customer Service Exam

Preparation of certification exams could be covered with two resource types. The first one are the study guides, reference books and study forums that are elaborated and appropriate for building information from ground up. Apart from them video tutorials and lectures are a good option to ease the pain of through study and are relatively make the study process more interesting nonetheless these demand time and concentration from the learner. Smart candidates who wish to create a solid foundation altogether examination topics and connected technologies typically mix video lectures with study guides to reap the advantages of each but practice exams or practice exam engines is one important study tool which goes typically unnoted by most candidates. Practice exams and MB2-714 Exam dumps are designed with our experts to make exam prospects test their knowledge on skills attained in course, as well as prospects become comfortable and familiar with the real exam environment. Statistics have indicated exam anxiety plays much bigger role of students failure in exam than the fear of the unknown. Certification-questions expert team recommends preparing some notes on these topics along with it don’t forget to practice MB2-714 Exam dumps which had been written by our expert team, each of these can assist you loads to clear this exam with excellent marks.

MB2-714:Microsoft Dynamics CRM 2016 Customer Service Certification Path

MB2-714:Microsoft Dynamics CRM 2016 Customer Service Exam is foundation level Certification, this exam has been retired.

How much MB2-714:Microsoft Dynamics CRM 2016 Customer Service Exam Cost

The price of the MB2-714:Microsoft Dynamics CRM 2016 Customer Service exam has been retired by Microsoft. You can refer to Microsoft Training website.

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