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Microsoft Dynamics CRM

  • Published:
    December 23, 2014
  • Languages:
    English, Chinese (Simplified), Japanese
  • Audiences:
    IT professionals
  • Technology:
    Microsoft Dynamics CRM
  • Credit toward certification:

Microsoft Dynamics CRM Installation

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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.

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Install and configure Microsoft Dynamics CRM (30–35%)
  • Identify system requirements and required technologies
    • Identify editions and licensing options for Microsoft Dynamics CRM on-premises; identify required and optional technologies (Active Directory, IIS, SQL Server, Microsoft SharePoint, Exchange Server, Secure Token Service); identify SharePoint, web application, and mobile device requirements; identify language and currency support; identify Microsoft Dynamics CRM server roles and role groups; Active Directory modes; explore SureStep planning
  • Install Microsoft Dynamics CRM Server
    • Identify Microsoft Dynamics CRM Server hardware and software requirements and SQL Server and SQL Server Reporting Services requirements, identify components installed during server setup (folders, web components, services, Active Directory groups, SQL Server components), identify other software installed, identify IIS considerations, install required rights, perform install on a single server and multiple servers (front-end and back-end server roles), troubleshoot installation, perform post-installation tasks, install Microsoft Dynamics CRM Server by using the command line, load sample data, install language packs, uninstall Microsoft Dynamics CRM Server
  • Install Microsoft Dynamics CRM reporting extensions
    • Explore SQL-based and fetch-based reports, identify installation requirements, install reporting and report authoring extensions
  • Upgrade to Microsoft Dynamics CRM 2015
    • Identify upgrade strategy, planning, and paths; identify components supported for upgrade and not supported for upgrade; identify Microsoft Dynamics CRM editions and versions supported for direct upgrade; plan for merging of base and extension tables; upgrade editions of Microsoft Dynamics CRM not supported for direct upgrade; upgrade other components (Email Router, Microsoft Dynamics CRM Client for Outlook)
Configure and manage Microsoft Dynamics CRM (30–35%)
  • Manage Microsoft Dynamics CRM with the Deployment Manager
    • Identify deployment administrators, manage organizations (create, disable, delete, edit, and import), manage servers in the deployment, modify web addresses, identify the redeployment process and Active Directory considerations, manage Microsoft Dynamics CRM by using Windows PowerShell
  • Configure email management
    • Explore the role of the Email Router; identify Email Router components and hardware and software requirements; configure supported email systems, automatic email tracking (smart-matching and tracking token), incoming and outgoing message options, and individual mailbox and forward mailbox monitoring; install the Email Router and the Rule Deployment Wizard; configure the Email Router; perform Email Router administration tasks (approve email addresses); explore supported scenarios for server-side synchronization; configure server-side synchronization
  • Implement Microsoft Dynamics CRM for Outlook
    • Identify client for Outlook hardware and software requirements, identify deployment methods (manual, group policy, System Center Configuration Manager), configure Microsoft Dynamics CRM for Outlook, install by using the command line, configure offline capability, identify compatibility of Microsoft Dynamics CRM Client with Microsoft Dynamics CRM Server
Maintain and extend Microsoft Dynamics CRM deployments (30–35%)
  • Configure an Internet-facing deployment
    • Identify IFD and SSL certificate requirements; configure required DNS entries; explore claims-based authentication; use AD FS as the Secure Token Service; configure claims-based authentication, an Internet-facing deployment, and Service Principal Names (SPNs); establish federation across domains
  • Maintain and troubleshoot a deployment
    • Manage service accounts and system jobs, manage disaster recovery, implement Volume Shadow Copy Service (VSS) support, manage SQL databases and data encryption, identify troubleshooting steps, configure tracing, install update rollups, use the Best Practices Analyzer
  • Implement high-availability options
    • Deploy multiple Microsoft Dynamics CRM servers, implement Network Load Balancing (NLB), install a SQL Server cluster

Preparation options

Self-paced training

Online learning through the Microsoft Dynamics Learning Portal (DLP) is available to Microsoft Dynamics Partners who have purchased a training pack. If you haven’t purchased a training pack, sign in to PartnerSource and view the training pack details page. Find out how to gain access to the DLP site.

This DLP course covers content for Exam MB2-708.

80679: Installation in Microsoft Dynamics CRM 2015

This course provides individuals with the skills to upgrade or install Microsoft Dynamics CRM 2015, with focus on the components used within a Microsoft Dynamics CRM deployment, the hardware and software requirements needed to successfully deploy Microsoft Dynamics CRM, and the installation instructions for the primary Microsoft Dynamics CRM components: the Microsoft Dynamics CRM Server, the email router, and Microsoft Dynamics CRM for Office Outlook.

Customers on a service plan can access online learning from CustomerSource. Please contact if you have questions.

From the community

Microsoft Dynamics CRM Team Blog

Who should take this exam?

This exam is intended for individuals who plan to install and deploy Microsoft Dynamics CRM 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 a foundational understanding of how to install and deploy Microsoft Dynamics CRM.

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.