Exam MB2-866:

Microsoft Dynamics CRM 2011 Customization and Configuration

Published:	April 18, 2011
Language(s):	English, French, German, Italian, Japanese, Russian, Spanish, Portuguese (Brazil), Chinese (Simplified)
Audience(s):	IT Professionals
Technology:	Microsoft Dynamics CRM 2011
Type:	Proctored Exam

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Overview

Preparing for an Exam

This certification exam measures your ability to understand and articulate how to customize and configure Microsoft Dynamics CRM 2011 including configuring a Microsoft Dynamics CRM organizational structure, managing users & teams and security, customizing attributes and entities, customizing relationships and mappings, configuring auditing, managing forms & views and charts, and implementing a Microsoft Dynamics CRM solution.

Exam Topics Covered

The following list includes the topic areas covered on this exam.

Configuring a Microsoft Dynamics CRM Organizational Structure
Managing Users & Teams and Security
Customizing Attributes and Entities
Customizing Relationships and Mappings
Configuring Auditing
Managing Forms, Views, and Charts
Implementing a Microsoft Dynamics CRM Solution

Audience Profile

This exam is intended for Microsoft Dynamics CRM Implementation Consultants and Customizers who will configure the application’s organizational settings and customize the application using built-in customization tools.

Additional Skills Recommended:

Must have a working knowledge of Microsoft Dynamics CRM 2011 usage and of solving real-world business problems by using Microsoft Dynamics CRM 2011. It is recommended, but not required, that examinees have completed Microsoft Dynamics CRM 2011 Applications training.

Credit Toward CertificationWhen you pass Exam MB2-866: Microsoft Dynamics CRM 2011 Customization and Configuration, you complete the requirements for the following certification(s):

Microsoft Dynamics Certified Technology Specialist

Note This preparation guide is subject to change at any time without prior notice and at the sole discretion of Microsoft. Microsoft exams might include adaptive testing technology and simulation items. Microsoft does not identify the format in which exams are presented. Please use this preparation guide to prepare for the exam, regardless of its format.

Skills Measured

Skills Being MeasuredThis exam measures your ability to accomplish the technical tasks listed below.The percentages indicate the relative weight of each major topic area on the exam.The higher the percentage, the more questions you are likely to see on that content area on the exam.

The information after “This objective may include but is not limited to” is intended to further define or scope the objective by describing the types of skills and topics that may be tested for the objective. However, it is not an exhaustive list of skills and topics that could be included on the exam for a given skill area. You may be tested on other skills and topics related to the objective that are not explicitly listed here.

Configuring a Microsoft Dynamics CRM Organizational Structure (15 percent)

Manage business units.

This objective may include: creating and maintaining business units; disabling and deleting business units; transferring records

Identify and apply Microsoft Dynamics CRM architecture concepts.

This objective may include: how to customize Microsoft Dynamics CRM; where to customize Microsoft Dynamics CRM

Configure system settings.

This objective may include: applying system settings to Microsoft Dynamics CRM environment

Manage solutions and properties.

This objective may include: creating a new solution; identifying the components of solutions; applying managed and unmanaged solutions; configuring the properties of managed solution components

Managing Users & Teams and Security (15 percent)

Apply entity-based and task-based privileges.

This objective may include: differentiating between the two types of privileges

Apply the five types of access levels within the security roles.

This objective may include: differentiating between the five types of access levels

Create and configure new security roles.

This objective may include: copying privileges and access levels from existing security roles; applying security roles to specific business units; assigning security roles to teams

Manage customization permissions.

This objective may include: identifying the security rights necessary to customize Microsoft Dynamics CRM

Manage field security profiles.

This objective may include: creating security profiles; managing field permissions

Create and maintain user accounts in Microsoft Dynamics CRM.

This objective may include: adding single users; adding multiple users; identifying characteristics associated with each user licensing option; adding users to roles

Create and maintain teams of users.

This objective may include: creating teams; adding users to teams

Customizing Attributes and Entities (16 percent)

Manage options sets.

This objective may include: creating options sets; configuring options sets; deleting options sets

Create and manage custom attributes.

This objective may include: selecting an attribute type; including types and dependencies; editing custom attributes; deleting custom attributes; setting attribute security

Create, configure, and delete custom entities.

This objective may include: creating one-time only settings; identifying entities that cannot be disabled; modifying a custom entity; saving a custom entity; configuring security settings to control access to custom entities

Configure the properties of attributes and entities in a managed solution.

This objective may include: modifying the display name; creating new forms; creating new charts; creating new views

Manage different types of customizations.

This objective may include: differentiating between types of customizations; publishing customizations; re-using customizations

Customizing Relationships and Mappings (15 percent)

Differentiate between supported and unsupported entity relationships.

This objective may include: identifying relationships that can link system and custom entities

Configure 1:N and N:N relationship behavior.

This objective may include: creating a manual N:N relationship; creating a native N:N relationship; implementing cascading rules

Create and apply maps.

This objective may include: adding a mapping to a relationship; using Connections to implement relationships; managing connections and relationships

Configuring Auditing (9 percent)

Configure auditing.

This objective may include: identifying actions that are audited; turning on auditing; setting auditing at the field level; selecting entities to be audited; implementing partitions

Audit data and permissions.

This objective may include: granting permission to configure auditing

Manage the audit log.

This objective may include: examining the log; testing a customized form

Managing Forms, Views, and Charts (17 percent)

Customize forms.

This objective may include: editing tabs; editing sections; editing fields; editing the navigation area; editing the header and footer; adding a sub-grid; adding a web resource

Create a new form.

This objective may include: creating a main form; creating a mobile form; creating a preview form; assigning roles to forms; ordering forms; parent/child forms

Create a customized view.

This objective may include: organizing data in a view; adding and maintaining fields in a view; selecting a default view

Create and manage charts.

This objective may include: adding charts to entities; selecting a chart type; applying advanced options; charting capabilities; importing and exporting charts

Implementing a Microsoft Dynamics CRM Solution (13 percent)

Implement, import, and export solutions.

This objective may include: managed solutions; unmanaged solutions; importing errors; importing logs; importing and exporting appropriate system settings

Update a managed solution.

This objective may include: configuring and implementing managed properties in solutions

Preparation Materials

Preparation Tools and ResourcesTo help you prepare for this exam, Microsoft Learning recommends that you have hands-on experience with the product and that you use the following training resources. These training resources do not necessarily cover all of the topics listed in the "Skills Measured" tab.

Learning Plans and Classroom Training

80294B: Microsoft Dynamics CRM 2011 Customization and Configuration (3 Days)

Microsoft E-Learning

80294AE: Microsoft Dynamics CRM 2011 Customization and Configuration (14 Hours)

Microsoft Press Books There are no Microsoft Press books currently available.

Practice Tests There are no practice tests currently available.

Microsoft Online Resources

Configuration and Customization online topics can be found in Online Help within the Microsoft Dynamics CRM product and the Resource Center for Microsoft Dynamics CRM Online.

Microsoft Dynamics CRM Team Blog

Microsoft Dynamics CRM Online Team Blog

Microsoft Dynamics CRM on MSDN

Microsoft Dynamics CRM 2011 Implementation Guide

Community