Microsoft Dynamics CRM

  • Published:
    18 April 2011
  • Languages:
  • Audiences:
    IT professionals
  • Technology:
    Microsoft Dynamics CRM 2011
  • Credit towards certification:
    MCTS for Microsoft Dynamics

Microsoft Dynamics CRM 2011 customization and configuration

This exam has been withdrawn

For currently available options, please see the Microsoft Certification exam list.

Skills measured

This exam measures your ability to accomplish the technical tasks listed below. The percentages indicate the relative weight of each major topic area in the exam. The higher the percentage, the more questions you are likely to see on that content area in the exam. View video tutorials about the variety of question types on Microsoft exams.

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Configure a Microsoft Dynamics CRM organisational structure (15%)
  • Manage business units
    • Create and maintain business units; disable and delete business units; transfer records
  • Identify and apply Microsoft Dynamics CRM architecture concepts
    • How to customise Microsoft Dynamics CRM; where to customise Microsoft Dynamics CRM
  • Configure system settings
    • Apply system settings to Microsoft Dynamics CRM environment
  • Manage solutions and properties
    • Create a new solution; identify the components of solutions; apply managed and unmanaged solutions; configure the properties of managed solution components

Preparation resources

Manage users, teams and security (15%)
  • Apply entity-based and task-based privileges
    • Differentiate between the two types of privileges
  • Apply the five types of access levels within the security roles
    • Differentiate between the five types of access levels
  • Create and configure new security roles
    • Copy privileges and access levels from existing security roles; apply security roles to specific business units; assign security roles to teams
  • Manage customisation permissions
    • Identify the security rights necessary to customise Microsoft Dynamics CRM
  • Manage field security profiles
    • Create security profiles; manage field permissions
  • Create and maintain user accounts in Microsoft Dynamics CRM
    • Add single users; add multiple users; identify characteristics associated with each user licensing option; add users to roles
  • Create and maintain teams of users
    • Create teams; add users to teams

Preparation resources

Customise attributes and entities (16%)
  • Manage options sets
    • Create options sets; configure options sets; delete options sets
  • Create and manage custom attributes
    • Select an attribute type; include types and dependencies; edit custom attributes; delete custom attributes; set attribute security
  • Create, configure and delete custom entities
    • Create one-time only settings; identify entities that cannot be disabled; modify a custom entity; save a custom entity; configure security settings to control access to custom entities
  • Configure the properties of attributes and entities in a managed solution
    • Modify the display name; create new forms; create new charts; create new views
  • Manage different types of customisations
    • Differentiate between types of customisations; publish customisations; reuse customisations

Preparation resources

Customise relationships and mappings (15%)
  • Differentiate between supported and unsupported entity relationships
    • Identify relationships that can link system and custom entities
  • Configure 1:N and N:N relationship behaviour
    • Create a manual N:N relationship; create a native N:N relationship; implement cascading rules
  • Create and apply maps
    • Add mapping to relationships; use connections to implement relationships; manage connections and relationships

Preparation resources

Configure auditing (9%)
  • Configure auditing
    • Identify actions that are audited; turn on auditing; set auditing at the field level; select entities to be audited; implement partitions
  • Audit data and permissions
    • Grant permission to configure auditing
  • Manage the audit log
    • Examine the log; test a customised form

Preparation resources

Manage forms, views and charts (17%)
  • Customise forms
    • Edit tabs; edit sections; edit fields; edit the navigation area; edit the header and footer; add a sub-grid; add a web resource
  • Create a new form
    • Create a main form; create a mobile form; create a preview form; assign roles to forms; order forms; parent/child forms
  • Create a customised view
    • Organise data in a view; add and maintain fields in a view; select a default view
  • Create and manage charts
    • Add charts to entities; select a chart type; apply advanced options; chart capabilities; import and export charts

Preparation resources

Implement a Microsoft Dynamics CRM solution (13%)
  • Implement, import and export solutions
    • Managed solutions; unmanaged solutions; import errors; import logs; import and export appropriate system settings
  • Update a managed solution
    • Configure and implement managed properties in solutions

Preparation resources

Preparation options

Instructor-led training
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Who should take this exam?

This exam is intended for Microsoft Dynamics CRM Implementation Consultants and Customisers who will configure the application’s organisational settings and customise the application using built-in customisation tools. Candidates must have a working knowledge of Microsoft Dynamics CRM 2011 usage and of solving real-world business problems by using Microsoft Dynamics CRM 2011.

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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. To help you prepare for this exam, Microsoft recommends that you have hands-on experience with the product and that you use the specified training resources. These training resources do not necessarily cover all of the topics listed in the "Skills measured" section.