Microsoft Dynamics CRM 2016 Customer Service : MB2-714

  • Exam Code: MB2-714
  • Exam Name: Microsoft Dynamics CRM 2016 Customer Service
  • Updated: Aug 27, 2026
  • Q & A: 92 Questions and Answers

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Microsoft Dynamics CRM 2016 Customer Service Exam Certification Details:

Number of Questions40-60
Passing Score700 / 1000
Exam Price$165 (USD)
Exam NameMicrosoft Certified Professional (MCP) - Microsoft Dynamics CRM 2016
Duration120 mins
Schedule ExamPearson VUE
Exam CodeMB2-714
Sample QuestionsMicrosoft Dynamics CRM 2016 Customer Service Sample Questions
Books / Training80726: Customer Service in Microsoft Dynamics CRM 2016
80715: Office 365 Integration with Microsoft Dynamics CRM Online

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 exam 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

Reference: https://www.microsoft.com/en-us/learning/exam-mb2-714.aspx

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.

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

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

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Microsoft MB2-714 Exam Syllabus Topics:

SectionObjectives
FieldOne and Surveys- Configure and use surveys
- Work with FieldOne
Service Management Analysis- Analyze service metrics
- Use service reports and dashboards
Case and Knowledge Base Management- Create and manage cases
- Search and associate articles
- Work with the knowledge base
Queues, Entitlements, and SLAs- Implement service level agreements
- Configure and manage queues
- Manage entitlements
Service Scheduling and Interactive Service Hub- Work with interactive dashboards
- Understand service scheduling scenarios
- Use Unified Service Desk

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