MS-10-184:Microsoft CRM Customization

This certification exam measures your knowledge on the Microsoft CRM customization process. This includes knowledge of the CRM product architecture, Microsoft CRM Workflow Manager and Workflow Monitor, Microsoft CRM System Customization tool, Microsoft CRM Deployment Manager, and Crystal Enterprise for Microsoft CRM.

Time Requirements & Questions:

50 minutes to complete the exam

50 questions with a passing rate of 80%

Multiple Choice and Multiple Answer questions

If you pass the exam, Microsoft Business Solutions will mail a Certification of Completion to you.

§ If you do not pass an exam the first time, you may retake it at any time. If you do not achieve a passing score a second time, you must wait at least 14 days to retake the exam a third time. A 14-day waiting period will be imposed for all subsequent exam retakes. If you have passed an exam, you cannot take it again.

Exam Preparation Tools

The majority of people who pass this exam prepare for it by combining traditional training and documentation study with hands-on experience customizing the application. As such, it is strongly recommended that you complete the following steps to prepare for the Customization exam:

1) Training Manual: Use this as your primary study guide.

- Microsoft CRM Version 1.2 Customization training manual

2) Attend training: Complete either the online or classroom training offering.

- Customization – Microsoft CRM course

- Customization – Microsoft CRM eCourse

3) Hands-on experience: You should have actual hands-on experience performing each type of customization that is covered in the training courses. This includes creating and running workflows, customizing the application, using the Deployment Manager tools, creating and modifying reports, and so on.

These are the tools and training available to help you prepare for this exam:

Training Manual:
Microsoft CRM Version 1.2 Customization training manual

To order: Contact your Regional MBS Training Office

Classroom Training:

Customization – Microsoft CRM course

To schedule: Contact your Regional MBS Training Office

Online Training:

Customization – Microsoft CRM eCourse

Customization – Microsoft CRM eCourse is an online eCourse made up of the following tutorials:

• Supporting Technologies and Architecture

• Microsoft CRM Customization
• Deployment Manager and its Customization tools
• Workflow
• Report Customization
• SDK Introduction

To order:

· MBS partners order via PartnerSource: https://mbs.microsoft.com/partnersource/resources/trainingcert/onlinetraining/ecoursesavailable_part_mscrm.htm

All others order via: http://www.microsoft.com/BusinessSolutions/Services/Training/Highlights/mscrmtraining_ecom.mspx

Additional Learning Resources:

Microsoft CRM Implementation Guide (found on Microsoft CRM installation CD)
Microsoft CRM User Guide & Help Files (found in the Microsoft CRM application Help menu)

Additional Skills Recommended:

Hands-on experience customizing the Microsoft CRM application

Exam Topics

Architecture – 10%

Microsoft CRM Product Architecture

Sales for Outlook Client Architecture

Workflow – 30%

Workflow Rules

Workflow Events

Conditions and Actions

Rule Templates

Sales Process Rules and Templates

Workflow Monitor

Customization – 30%

View and Form Customization

Schema Manager

Attribute Manager

Mapper Tool

Import/Export XML

Publish XML

Customizing Field Properties

Previewing Form changes

Preview Pane Customization

Introduction to the Microsoft CRM SDK – 20%

Core SDK Concepts

Supported Methods of Customization

Customization Areas

Reporting with Microsoft CRM - 10%

Core Reporting Concepts

Planning Considerations

Crystal Enterprise for Microsoft CRM

Licensing

Security

Creating, Publishing, Modifying Reports

This preparation guide was published in April 2004, and is subject to change at any time without prior notice and at Microsoft® Business Solutions' sole discretion.

MS-10-184:Microsoft CRM Version 1.2 Customization Exam

Preparation Guide

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