Microsoft Business Solutions Certified Professional Microsoft CRM Installation and Configuration

Microsoft Business Solutions Certified Professional–Microsoft CRM Installation and Configuration Exam Preparation Guide

Posted: June 8, 2004

This preparation guide includes information and tools to assist you in preparation for the exam.

On this page:

• Certification Track
• Target Audience
• Exam Specifics
• Exam Preparation Tools
• Exam Topics

Certification Track

Target Audience

Microsoft Business Solutions partners wishing to become a Microsoft Business Solutions Certified Professional–Microsoft CRM Installation & Configuration or Microsoft Business Solutions Certified Master–Microsoft CRM Installation & Configuration should take this exam.

Exam Specifics

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:

• 90 minutes to complete the exam
• Passing rate of 70%
• Multiple Choice and Multiple Answer questions

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 installing and configuring the application. As such, it is strongly recommended that you complete the following steps to prepare for the Microsoft CRM Installation & Configuration Exam:

Courseware (Customers-please contact your Partner for courseware information):

Microsoft CRM Installation and Configuration Courseware

Classroom Training (Please check with your region to verify instructor-led training availability):

Installation and Configuration – Microsoft CRM course

Online Training:

Installation and Configuration eCourse - Microsoft CRM

Hands-on experience: You should have actual hands-on experience installing and configuring Microsoft CRM.

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.

Exam Topics

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 is subject to change at any time without prior notice and at Microsoft Business Solutions' sole discretion. Please contact with any training or certification related inquiries.