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Microsoft Dynamics CRM

  • Published:
    January 24, 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 Customization and Configuration

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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Create and customize solutions (10‒15%)
  • Plan for customization
    • Differentiate between configuration, customization, extending, and development; design appropriate customizations
  • Manage solutions
    • Understand business requirements, understand the benefits of Solutions, create Solutions, export managed and unmanaged Solutions, import Solutions, specify a Publisher, work with multiple Solutions, describe Solution components, describe component dependencies
  • Manage customizations
    • Describe customization concepts for entities, fields, forms, views, and charts; publish customizations
Customize entities and entity relationships (10‒15%)
  • Create custom entities
    • Describe entity customization concepts; create entities; configure display names, plural names, and schema names; configure entity ownership; create Activity entities; set primary fields
  • Manage custom entities
    • Configure entity properties (including display areas, communication and collaboration options, fixed properties, data services options, Outlook options, mobile options, multi-entity searches, and auditing); modify custom entities; delete custom entities; describe dependencies
  • Describe entity relationships
    • Describe one-to-many, many-to-many, and manual many-to-many relationships; describe special many-to-many relationships (such as marketing list members, queue items, follows); describe supported and unsupported relationships; describe cascading behaviors (Assign, Share, Unshare, Reparent, Delete)
  • Manage entity relationships
    • Create entity relationships, map fields, manage Connections and Connection Roles
Customize fields (10‒15%)
  • Create custom fields
    • Describe field customization concepts, create fields, configure data types, select display formats
  • Configure field properties
    • Configure Requirement level; configure Searchable, Audit, and Field Security properties
  • Manage custom fields
    • Modify custom fields, configure local and global option sets, configure status fields, describe dependencies, delete custom fields, audit fields
Manage forms (10‒15%)
  • Create and edit forms
    • Identify updated system entities, describe tab and section structure, add form fields (including special cases, such as composite fields), add subgrids (focus on new features), add Notes controls, add other components (spacers, Web Resources, IFrames), modify related entity navigation, preview form customizations
  • Manage multiple forms
    • Configure Quick Create forms, create Quick View forms, specify form order, assign roles to forms, configure mobile form views
Manage views (10‒15%)
  • Customize system views
    • Differentiate between system, public, and personal views; create Advanced Find views; create Associated views; create Lookup views; create Quick Find views
  • Create and configure views
    • Copy existing views, create custom views, build queries, add fields to views, arrange fields, configure field properties, sort fields, set the default public view, disable views, delete views
Create and customize charts and dashboards (10‒15%)
  • Create charts
    • Understand chart design considerations, describe chart types and options, add series and categories, choose chart views, identify fields available for use in charts, create system charts and personal charts, include fields from parent entities
  • Reuse charts
    • Export and import charts, convert personal charts to system charts, convert system charts to personal charts
  • Create system dashboards
    • Differentiate between system dashboards and personal dashboards, configure components, create lists (views), display charts
Manage security (10‒15%)
  • Describe security concepts
    • Describe Business Units, describe Microsoft Dynamics CRM security features, describe privileges and access levels
  • Configure field-level security
    • Create field security profiles, define field permissions, add field permissions, assign field security profiles to users and teams
  • Manage access
    • Manage users and teams, configure sharing; manage Security Roles for users and teams, create Access Team Templates, add Access Team subgrids to forms
  • Manage auditing
    • Enable entity-level auditing and field-level auditing, review audited events, control access to audit data
Manage business processes and rules (10‒15%)
  • Manage business process flows
    • Describe business process concepts, including steps and stages, built-in business processes, custom business processes, entities that participate in business processes, and spanning entities; create business process flows; define stages and steps; switch business processes; control access to business process flows; describe the effect of field security on business process flows
  • Manage business rules
    • Create business rules, configure conditions and actions, enable rules for forms

Who should take this exam?

This exam is intended for individuals who plan to customize and configure Microsoft Dynamics CRM 2013. This audience typically includes implementation consultants.

It is recommended that candidates have a general working knowledge of the implementation and use of Microsoft Dynamics CRM 2013 features and functionality.

More information about exams

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.