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Microsoft Dynamics CRM

  • Published:
    January 29, 2014
  • Languages:
    English, Chinese (Simplified), French, German, Japanese, Spanish
  • Audiences:
    IT professionals
  • Technology:
    Microsoft Dynamics CRM 2013
  • Credit toward certification:
    MCP, Microsoft Specialist

Microsoft Dynamics CRM 2013 Deployment

This exam has been retired

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 on the exam. The higher the percentage, the more questions you are likely to see on that content area on the exam. View video tutorials about the variety of question types on Microsoft exams.

Please note that the questions may test on, but will not be limited to, the topics described in the bulleted text.

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Plan the Microsoft Dynamics CRM installation (15‒20%)
  • Identify the offerings and supporting components for Microsoft Dynamics CRM
    • Describe Microsoft Dynamics CRM offerings and editions; identify the roles of the Microsoft Dynamics CRM Server; explain the role of supporting technologies, including Active Directory, Active Directory Federation Services (ADFS), Internet Information Services (IIS), Microsoft SQL Server, SQL Server Reporting Services, Microsoft SharePoint, Microsoft Exchange, and the Secure Token Service; explain the rights required to install Microsoft Dynamics CRMs
  • Identify infrastructure requirements, and identify hardware and software requirements
    • Describe the hardware and software requirements for Microsoft Dynamics CRM, identify the requirements for supporting technologies, plan the number and location of server roles and groups, identify Microsoft Dynamics CRM website requirements
  • Plan the implementation
    • Plan a single and multiple-server deployment, identify the Microsoft Dynamics CRM licensing model and license types, explain product key types and access mode types, plan multiple organizations, plan how to access Microsoft Dynamics CRM
Install and deploy Microsoft Dynamics CRM Server (15‒20%)
  • Install the Microsoft Dynamics CRM Server
    • Install required components that are missing, add and remove sample data, identify specific accounts for Microsoft Dynamics CRM services, perform system checks, perform a command line installation, troubleshoot issues that prevent successful installation, register the installation, register for Windows Updates, verify components that are installed during setup
  • Deploy Microsoft Dynamics CRM Online
    • Describe the Microsoft Dynamics CRM Online Service, identify tasks that you must perform that are not required for an on-premises installation, differentiate between administrative and security roles, provision users, manage storage, deploy a single server and multiple servers
  • Deploy a Microsoft Dynamics CRM website
    • Use host headers, use Using Hypertext Transfer Protocol Secure (HTTPS) bindings, explain Internet Explorer security zones
Configure Microsoft Dynamics CRM (10‒15%)
  • Install Microsoft Dynamics CRM Reporting Extensions
    • Identify when Reporting Extensions are required, explain the installation requirements for Reporting Extensions, differentiate between SQL-based reports and Fetch-based reports, describe the Microsoft Dynamics CRM Report Authoring Extension, explain when to install language packs
  • Configure an Internet-facing deployment (IFD)
    • Identify IFD and website requirements, identify required certificates, install and configure ADFS as the Secure Token Service, configure claims-based authentication
  • Plan and configure high-availability options
    • Verify hardware requirements for high availability; install Microsoft Dynamics CRM Server on multiple computers; explain how to install Microsoft Dynamics CRM in a Network Load Balancing (NLB) cluster; explain clustering SQL Server; describe high-availability solutions; explain high-availability options for supporting components including SQL Server, Microsoft Dynamics CRM email router; Active Directory and Microsoft Exchange Server
Configure and manage email (10‒15%)
  • Configure email and message processing
    • Explain the advantages and disadvantages of email processing options, configure email processing, track email; configure correlation, configure users with the appropriate messaging options, configure email address approval, test and troubleshoot email configuration
  • Install and configure the Microsoft Dynamics CRM email router
    • Identify supported email systems and Windows operating systems, install the email router on multiple computers, create incoming and outgoing email profiles, deploy Inbox rules and forwarding rules, track token and smart matching options, set up and monitor an individual mailbox and a forward mailbox, set the synchronization method, install the Email Integration Service role, migrate email router settings
  • Configure server-side synchronization
    • Describe the features of and identify supported configurations, enable Server-Side Synchronization, create email server profiles, implement the Exchange and POP3-SMTP profile, configure authentication for email server profiles add mailboxes to an email server profile
Install and deploy the Microsoft Dynamics CRM Client for Outlook (10‒15%)
  • Identify software and hardware requirements for the Microsoft Dynamics CRM Client for Outlook
    • Identify supported operating systems, including 32-bit, 64-bit, and Outlook versions; identify supported Internet browser versions
  • Install Microsoft Dynamics CRM Client for Outlook
    • Identify deployment methods, install from a command line, install from the Microsoft Dynamics CRM web application, identify upgrade options
  • Configure the Microsoft Dynamics CRM Client for Outlook
    • Use the Configuration Wizard for on-premises or hosted organizations; work online and offline; configure multiple organizations; configure user email settings; work offline; use and modify data filters
Upgrade a Microsoft Dynamics CRM edition and redeploy Microsoft Dynamics CRM (10‒15%)
  • Upgrade to Microsoft Dynamics CRM 2013
    • Describe types of upgrades and upgrade paths, processes, and supported upgrade editions; explain base and table merges, including defer a table merge, perform a table merge, and determine the entities that are not merged; plan for failure, backup, and recovery; establish and validate test and production environments; upgrade the Microsoft Dynamics CRM email router; upgrade Microsoft Dynamics CRM for Outlook
  • Redeploy Microsoft Dynamics CRM by using Deployment Manager
    • Describe the redeployment process; explain Active Directory considerations; add and delete administrators; manage existing organizations, including changing, disabling, importing, and updating an organization; create and delete an organization; change an organization’s details; manage servers; update web addresses
  • Update Microsoft Dynamics CRM
    • Define update rollup packages, explain which update rollup package is released for each component, configure Microsoft Update, verify which update rollups are installed
Manage and troubleshoot a Microsoft Dynamics CRM deployment (10‒15%)
  • Manage service accounts and system jobs
    • Describe service accounts and types, verify installed services, describe account types to use for each service, monitor and change service accounts, review and delete system jobs, describe system job types, limit the number of asynchronous jobs, delete records
  • Plan for disaster recovery
    • Create a disaster recovery plan; back up recommended components; recover Microsoft Dynamics CRM servers, Microsoft SQL Server, Microsoft Exchange Server; recover Microsoft Dynamics CRM email router and failed domain controllers
  • Monitor and troubleshoot Microsoft Dynamics CRM
    • Verify Microsoft SQL Server database file locations; monitor database size, row, and page compression; use Windows Event Logs; create custom views in Event Viewer; use performance counters; run diagnostics; configure tracing; install the Best Practices Analyzer (BPA) and run a scan; implement VSS Writer Service for Microsoft Dynamics CRM; discuss the Microsoft Dynamics Marketplace
  • Manage data encryption
    • Explain data encryption activation status, change the data encryption key, import a database that has encrypted fields, manage data encryption privileges

Who should take this exam?

This exam is intended for individuals who plan to install and deploy Microsoft Dynamics CRM 2013 in their organizations. This audience typically includes novice and experienced system administrators, implementation consultants, system integrators, technical staff, and support professionals who want to demonstrate foundational understanding how to install and deploy Microsoft Dynamics CRM 2013.

Candidates should have a basic knowledge of Microsoft Dynamics 2013 CRM applications, features, and functionalities. Candidates should also have a general working knowledge of Windows Server 2012 R2, Active Directory, Internet Information Services (IIS), Microsoft Exchange Server, Microsoft SQL Server database administration, and Outlook.

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Preparing for an exam

We recommend that you review this exam preparation guide in its entirety and familiarize yourself with the resources on this website before you schedule your exam. See the Microsoft Certification exam overview for information about registration, videos of typical exam question formats, and other preparation resources. For information on exam policies and scoring, see the Microsoft Certification exam policies and FAQs.


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 topics listed in the "Skills measured" section.