Microsoft MB2-707 - Microsoft Dynamics CRM Customization and Configuration

Microsoft MB2-707 Actual PDF
  • Exam Code: MB2-707
  • Exam Name: Microsoft Dynamics CRM Customization and Configuration
  • Updated: Sep 19, 2026
  • Q & A: 90 Questions and Answers
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About Microsoft MB2-707 Exam

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Microsoft MB2-707 Exam Overview:

Certification Vendor:Microsoft
Exam Name:Microsoft Dynamics CRM Customization and Configuration
Exam Number:MB2-707
Related Certifications:Microsoft Dynamics CRM 2015 Customization
Microsoft Dynamics CRM 2013 Customization
Exam Duration:120 minutes
Passing Score:700 / 1000
Exam Format:Multiple-choice, Multiple-response
Exam Price:$165 USD
Real Exam Qty:40-60
Certificate Validity Period:Retired exam, no longer valid for new certification
Available Languages:Japanese, English
Recommended Training:Microsoft Dynamics CRM Customization Learning Path
Microsoft Course 80665
Exam Registration:Microsoft Exam Page
Pearson VUE Registration
Sample Questions:Free Download MB2-707 Test PDF
Exam Way:Proctored onsite at Pearson VUE test centers or online proctored exam
Pre Condition:No mandatory prerequisites; recommended hands-on experience with Microsoft Dynamics CRM
Official Syllabus URL:https://www.microsoft.com/en-us/learning/exam-mb2-707.aspx

Microsoft MB2-707 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Implement Workflows and Business Logic10-15%- Configure process automation
  • 1. Real-time workflows, dialogs
    - Create and manage workflows
    • 1. Triggers, steps, conditions, actions
      Topic 2: Configure Business Process Flows and Rules15-20%- Create and apply business rules
      • 1. Conditions, actions, scope
        - Create and manage business process flows
        • 1. Stages, steps, branching, activation
          Topic 3: Customize Charts, Dashboards, and Web Resources10-15%- Build and configure charts
          • 1. Chart types, data sources, visualization
            - Create and share dashboards
            • 1. Dashboard layout, components, access
              - Manage web resources
              • 1. Upload, configure, reference web resources
                Topic 4: Plan Customizations and Manage Solutions10-15%- Plan for customization
                • 1. Define xRM and customization types
                  • 2. Design appropriate customizations
                    - Manage solutions
                    • 1. Create, export, and import solutions
                      • 2. Work with publishers and solution components
                        Topic 5: Customize Entities10-15%- Manage entity relationships
                        • 1. 1:N, N:1, N:N relationships
                          - Create and configure fields
                          • 1. Field types, requirements, constraints
                            - Create and configure custom entities
                            • 1. Entity properties, ownership, primary fields
                              Topic 6: Customize Forms and Views15-20%- Design and configure forms
                              • 1. Form layout, navigation, fields, subgrids
                                - Create and modify views
                                • 1. Columns, sorting, filtering, criteria
                                  Topic 7: Manage Security10-15%- Understand security model
                                  • 1. Business units, security roles, privileges, access levels
                                    - Manage auditing
                                    • 1. Enable entity and field auditing
                                      - Manage users, teams, and access
                                      • 1. Create and configure users and teams
                                        • 2. Field-level security profiles

                                          The MB2-707 Details You Actually Need

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                                          The Microsoft Dynamics CRM Customization and Configuration blueprint covers these principal domains:

                                          • Customize Forms and Views (15-20%)
                                          • Implement Workflows and Business Logic (10-15%)
                                          • Customize Entities (10-15%)

                                          The remaining domains appear in the full official outline, all of which our bank addresses.

                                          As of the latest information, the passing score for the MB2-707 exam is 700 / 1000 and the fee is $165 USD. Microsoft can revise both, so confirm the current figures on the official site before registering.

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                                          Microsoft recommends these official training options:

                                          Pick the course matching your experience, then reinforce it with regular question practice.

                                          Microsoft lists the following prerequisites for the Microsoft Dynamics CRM Customization and Configuration: No mandatory prerequisites; recommended hands-on experience with Microsoft Dynamics CRM.

                                          Confirm the details on the official certification page before you book.

                                          Per current exam information, the MB2-707 exam includes 40-60 questions and allows 120 minutes minutes. Timed practice beforehand makes the format feel routine on the day.

                                          Because every step respects your time. Buying is a simple, transparent procedure: choose your version or package, see the cost generated automatically, confirm, and order — then the materials arrive by email in about a minute. The MB2-707 content is clear, the main points easy to acquire, and every answer expert-verified; the PDF prints for paper review. When the exam changes, our experts devote their energy to immediate research and revision, and critical comments trigger improvement measures as soon as possible. A free demo lets you run a mini-test and confirm quality first, and your personal information is protected on an integrity-based platform throughout.

                                          Microsoft Dynamics CRM Customization and Configuration Sample Questions:

                                          Question #1

                                          You are adding a Personal Identification Number field to the contact entity.
                                          Users should be able to add data to this field when a contact record is created but should not be able to read or modify it after the contact is created.
                                          Which two actions should you perform? Each correct answer presents part of the solution. Choose two.

                                          • A. Enable field security on the Personal Identification Number field customization.
                                          • B. In the field security profile for the users, set the Personal Identification Number Create field permission to Yes, the Update permission to No, and the Read permission to No.
                                          • C. In the field security profile for the users, set the Personal Identification Number Create permission to Yes, the Update permission to Yes, and the Read permission to No.
                                          • D. In the users' Security Role, grant an Organization level Create permission for the Contact entity.
                                          Reveal Solution  Discussion  0

                                          Correct Answer: A,B  🗳️

                                          Question #2

                                          When the annual revenue on an account reaches more than $5 million, you want the category on the account to change to Preferred customer.
                                          You need to create a business rule to achieve this goal.
                                          Which two actions should you perform? Each correct answer presents part of the solution. Choose two.

                                          • A. Create an action to set the category to Preferred Customer.
                                          • B. Add a step to update the record with the category of Preferred Customer.
                                          • C. Create a condition where Annual Revenue is greater than value: 5,000,000.
                                          • D. Create a scope where Annual Revenue is greater than 5,000,000.
                                          Reveal Solution  Discussion  0

                                          Correct Answer: A,C  🗳️

                                          Question #3

                                          You are editing the Open Leads system view.
                                          You need to modify it so that it includes Business Phone and Mobile Phone.
                                          What should you do?

                                          • A. Use Add Columns to add the Business Phone and Mobile Phone. Click View Properties to set the column position's numeric value.
                                          • B. Use the arrows to determine where the Business Phone and Mobile Phone should be located. Click Add Columns to insert the columns in that position.
                                          • C. Use Add Columns to add the Business Phone and Mobile Phone, and then use the arrows to arrange the new fields as desired.
                                          • D. Use Add Columns to add the Business Phone and Mobile Phone, and then use Configure Sorting to modify how the columns are sorted.
                                          Reveal Solution  Discussion  0

                                          Correct Answer: C  🗳️

                                          Question #4

                                          An organization wants to use Multi-Entity Quick Search.
                                          Which three entities can be used for Multi-Entity Quick Search? Each correct answer presents a complete solution. Choose three.

                                          • A. Contacts
                                          • B. Custom entities
                                          • C. Orders
                                          • D. Leads
                                          • E. Accounts
                                          Reveal Solution  Discussion  0

                                          Correct Answer: A,D,E  🗳️

                                          Explanation: Only visible for TestPDF members. You can sign-up / login (it's free).

                                          Question #5

                                          You are creating a custom event entity to track trade shows. You want to associate multiple accounts with multiple events, and you want to store additional field values about the account's involvement in the event, such as number of attendees from the account.
                                          How should you configure this relationship in Microsoft Dynamics CRM?

                                          • A. Create a native N:N relationship between account and event Add the additional fields to the event entity.
                                          • B. Create a 1;N relationship between event and account Add the additional fields to the event entity.
                                          • C. Create a native N:N relationship between account and event Add the additional fields to the account entity.
                                          • D. Create a manual N:N relationship between account and event. Add the additional fields to the relationship entity.
                                          Reveal Solution  Discussion  0

                                          Correct Answer: D  🗳️

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