Preparation Guide for Exam #MB2-421
Microsoft Dynamics CRM 3.0 Installation and Configuration
Updated: October 22, 2007
Exam topics covered
The following list includes the topic areas covered on this exam. The percentage indicates the portion of the exam that addresses a particular skill.
• Components of a Microsoft Dynamics CRM Deployment (24 percent)
Understand Features of the Microsoft Dynamics CRM Server
Understand Features of the Microsoft Dynamics CRM Clients
Using the Microsoft Dynamics CRM Laptop Client in Offline/Online Modes
Understand Microsoft Dynamics CRM E-Mail Processing Concepts
Understand SQL Server Reporting Services and Filtered Views
• Planning a Microsoft Dynamics CRM Deployment (18 percent)
Transport Customizations
Customize Forms, Previews, and Views
Work with Entity Attributes
Modify Entity Mapping
Renaming Entities
• Work with Custom Entities (23 percent)
Deploy Microsoft Dynamics CRM in Supported Active Directory Configurations
Deploy Microsoft Dynamics CRM in Supported SQL Server Configurations
Understand the Microsoft Dynamics CRM 3.0 Licensing Model
• Installing Microsoft Dynamics CRM (23 percent)
Install Microsoft Dynamics CRM Server
Install and Manage Microsoft Dynamics CRM Sample Data
Install Microsoft Dynamics CRM Exchange E-Mail Router
Install the Microsoft Dynamics CRM Client for Microsoft Office Outlook
• Configuring Microsoft Dynamics CRM (22 percent)
Create and Maintain Business Units and Sites
Maintain Microsoft Dynamics CRM Security Roles
Understand Microsoft Dynamics CRM Security Concepts
Create Teams and Deploy Them in Microsoft Dynamics CRM
Configure Microsoft Dynamics CRM System Settings
Configure Microsoft Dynamics CRM Using Server Manager and License Manager
Import and Export Customizations
• Maintaining Microsoft Dynamics CRM (13 percent)
Redeploy Microsoft Dynamics CRM
Upgrade Microsoft Dynamics CRM
Uninstall and Repair Microsoft Dynamics CRM
Audience profile
Individuals who want to obtain a certification on Microsoft Dynamics CRM 3.0 Installation and Configuration should take this exam.
Credit toward certification
When you pass this exam, you earn credit toward the following certifications:
• Microsoft Certified Business Management Solutions Specialist
• Microsoft Certified Business Management Solutions Professional – Installation and Configuration for Microsoft Dynamics CRM
Preparation tools and resources
In addition to your hands-on experience working with the product, we highly recommend that you use the following tools and training to help you prepare for this exam.
E-Learning courses for this exam
• Collection 8526: Installation and Configuration in Microsoft Dynamics CRM 3.0
Note We strongly recommend that you use training materials in conjunction with the corresponding e-learning to prepare for a certification exam.
Training materials for this exam
Training materials for Microsoft Dynamics can be ordered through your local partner.
• Course 8526: Microsoft Dynamics CRM 3.0 Installation and Configuration
Classroom training for this exam
• Course 8526: Microsoft Dynamics CRM 3.0 Installation and Configuration
Supplemental learning resources
• Microsoft Dynamics CRM 3.0 Implementation Guide
• The online Help within the Microsoft Dynamics CRM 3.0 product
Additional skills recommended
• General working knowledge of Windows Server 2000 or 2003, Active Directory (including an understanding of forests, domains, and trusts), IIS, Microsoft Exchange 2000 or 2003, SQL Server 2000, and Microsoft Office Outlook
Microsoft online resources
• MSDN: The Microsoft Developer Network (MSDN) is a reference for developers that features code samples, technical articles, newsgroups, chats, and more.
• Training and certification newsgroups: There is a newsgroup for every Microsoft certification. By participating in the ongoing dialogue, you take advantage of a unique opportunity to exchange ideas with and ask questions of others, including more than 750 Microsoft Most Valuable Professionals (MVPs) worldwide.
Skills being measured
This certification exam measures your ability to do the following:
• Understand and articulate how to set up and configure Microsoft Dynamics CRM 3.0.
• Understand the components used within a Microsoft Dynamics CRM 3.0 deployment and how those components should be effectively installed and deployed to support Microsoft Dynamics CRM.
• Understand supporting components such as Active Directory, Microsoft SQL Server 2000, IIS, and Microsoft Exchange, as well as the Microsoft Dynamics CRM components, which include Microsoft Dynamics CRM Server, the Web browser client, the Microsoft Dynamics CRM client for Microsoft Office Outlook, Microsoft Dynamics CRM Exchange E-Mail Router, and Microsoft Dynamics CRM sample data.
• Configure business units, sites, security roles, users, teams, and organizational settings.
• Use the Microsoft Dynamics CRM 3.0 User Manager, Server Manager, and License Manager tools.
• Import and export customizations.
• Redeploy, upgrade, uninstall, and repair Microsoft Dynamics CRM 3.0.
Exam specifics
Time requirements and questions
• 120 minutes to complete the exam
• 50 questions, with a passing rate of 70 percent
• Multiple choice and multiple answer questions
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