Preparation Guide for Exam #MB2-631
Microsoft Dynamics CRM 4.0 Customization and Configuration
Published: May 27, 2008
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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.
• Configuring Your Deployment (28 percent)
Configuring Business Units
Configuring Security
Configuring Users and Teams
Configuring Organizational Settings
Configuring Multi-User Interface Language Packs
Configuring Currency Exchange Rates
• Customizing Forms and Views (12 percent)
Customizing Forms
Customizing Views
Publishing Forms and View Changes
• Customizing Entities and Attributes (32 percent)
Maintaining Custom Attributes
Maintaining Custom Entities
Maintaining Custom Entity Icons
Renaming Entities
Translating Customized Entity Labels
• Customizing Relationships and Mappings (20 percent)
Relationship Concepts
1:N Relationship Behavior
Creating 1:N Relationships
Creating N:N Relationships
Entity Mappings
• Maintaining Organizations (8 percent)
Core Concepts – Multi-Tenancy and the Configuration DB
Managing Additional Organizations
Importing Organizations
Maintaining Servers and Licenses
Audience profile
Individuals who want to obtain a certification on Microsoft Dynamics CRM 4.0 Customization 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 – Applications for Microsoft Dynamics CRM 4.0
• Microsoft Certified Business Management Solutions Professional – Installation and Deployment for Microsoft Dynamics CRM 4.0
• Microsoft Certified Business Management Solutions Professional – Developer for Microsoft Dynamics CRM 4.0
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 8912: Customization and Configuration in Microsoft Dynamics CRM 4.0
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 8912: Customization and Configuration in Microsoft Dynamics CRM 4.0
Classroom training for this exam
• Course 8912: Customization and Configuration in Microsoft Dynamics CRM 4.0
Supplemental learning resources
• Microsoft Dynamics CRM 4.0 Implementation Guide, online manuals and tutorials found in online Help within the Microsoft Dynamics CRM product.
Additional skills recommended
• General working knowledge of Microsoft Dynamics CRM 4.0. It is recommended, but not required, that candidates have completed Microsoft Dynamics CRM 4.0 Applications training.
• Because this course focuses on customizing database entities, attributes, relationships, and mappings, it is recommended that students have a basic understanding of Microsoft SQL Server and relational database functionality.
Microsoft online resources
• MSDN: Designed as a reference for developers, the Microsoft Developer Network (MSDN) 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 configure the application’s organizational settings.
• Customize the application by using its built-in customization tools.
Exam specifics
Time requirements and questions
• 100 minutes to complete the exam
• 50 questions, with a passing rate of 70 percent
• Multiple choice and multiple answer questions
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