Certification Microsoft CertificationMicrosoft Business Solutions partners wishing to become Microsoft CRM certified should take this exam.
Skills Being Measured:
This certification exam measures your knowledge on the Microsoft CRM architecture, technologies that support Microsoft CRM, installation processes for the CRM server and Sales for Outlook Client, hardware and software requirements, business management configuration, Microsoft CRM security configuration, Microsoft CRM configuration, Crystal Enterprise for Microsoft CRM configuration, and importing legacy CRM data via Microsoft CRM’s Data Migration Framework tools.
Time Requirements & Questions:
§ 70 minutes to complete the exam
§ 70 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.§
The majority of people who pass this exam prepare for it by combining traditional training and documentation study with hands-on experience installing and configuring the application. As such, it is strongly recommended that you complete the following steps to prepare for the Installation and Configuration exam:
1) Training Manual: Use this as your primary study guide.
- Microsoft CRM Version 1.2 Installation and Configuration training manual
2) Attend training: Complete either the online or classroom training offering.
- Installation & Configuration– Microsoft CRM course
- Installation & Configuration - Microsoft CRM eCourse
3) Hands-on experience: You should have actual hands-on experience installing and configuring Microsoft CRM Version 1.2.
These are the tools and training available to help you prepare for this exam:
Training Manual:
Microsoft CRM Version 1.2 Installation & Configuration training manual
To order: Contact your Regional MBS Training Office
Classroom Training:
Installation & Configuration – Microsoft CRM course
To schedule: Contact your Regional MBS Training Office
Online Training:
Installation & Configuration - Microsoft CRM eCourse
Installation & Configuration - Microsoft CRM eCourse is an online eCourse made up of the following tutorials:
• Supporting Technologies and Architecture
• Installation
• Business Settings
• Business Settings and Deployment Manager
• Report Architecture and Administrative Tasks
• Implementation Methodology
To order:
· MBS partners order via PartnerSource: "https://mbs.microsoft.com/partnersource/resources/trainingcert/onlinetraining/ecoursesavailable_part_mscrm.htm" target="_blank" rel="nofollow"
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 installing and setting up the Microsoft CRM server and Sales for Outlook Client applications.
Basic understanding of the supporting technologies as they apply to the Microsoft CRM application.
Each section of the exam is outlined below, along with specific topic areas that are covered within each of these sections.
Supporting Technologies as applied to the Microsoft CRM Installation – 14.3%
Hint: Additional time may need to be spent on this section because it may be difficult to attain hands-on experience in this area.
§ Microsoft .NET framework
§ XML
§ XML Web Services
§ IIS
§ SOAP
§ ASP .NET
§ Active Directory
§ SQL Server
§ Exchange Server
Microsoft CRM Architecture – 14.3%
Hint: Additional time may need to be spent on this section because it may be difficult to attain hands-on experience in this area.
§ Microsoft CRM Product Architecture
§ Sales for Outlook Client Architecture
§ Sales for Outlook Client Synchronization process
§ Microsoft CRM Security Model in relation to the platform layer
Installation – 14.3%
§ Hardware and Software requirements
§ Microsoft CRM Pre-Installation tasks
§ Microsoft CRM Server Installation
§ Microsoft CRM Server Post Installation tasks
§ Microsoft CRM Sales for Outlook Client Installation
Configuration – Business Management – 14.3%
§ Business Units
§ User Management
§ Team Management
Configuration – Security – 14.3%
§ Privileges
§ Access Levels
§ Security Roles
§ Security Role Maintenance
Configuration – Administration – 14.3%
§ Server Manager
§ Import/Export XML
§ System Customization Settings
§ Crystal Enterprise for Microsoft CRM configuration settings
Microsoft CRM Data Migration – 14.3%
§ Planning for Data Migration
§ Using the Microsoft CRM Data Migration Framework
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.
