Published: January 22, 2015
Languages: English, Chinese (Simplified), Japanese
Audiences: IT professionals
Technology: Microsoft Dynamics CRM
Credit toward certification: Specialist

Skills measured
This exam measures your ability to accomplish the technical tasks listed below. The percentages indicate the relative weight of each major topic area on the exam. The higher the percentage, the more questions you are likely to see on that content area on the exam. View video tutorials about the variety of question types on Microsoft exams.

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Administer Microsoft Dynamics CRM (20–25%)
Identify deployment considerations
Describe the hardware and software requirements for Microsoft Dynamics CRM; explain the role of supporting technologies, including Active Directory, Active Directory Federation Services (ADFS), Microsoft SharePoint, Microsoft Exchange, and the Secure Token Service; identify supported browsers
Plan an implementation
Identify the required Active Directory groups, identify the Microsoft Dynamics CRM licensing model and license types, explain product key types and access mode types, plan multiple organizations, plan how to access Microsoft Dynamics CRM
Configure Microsoft Dynamics CRM Online
Install sample data, install and configure language packs, install the email router, configure server synchronization, configure SharePoint integration

Administer Microsoft Dynamics CRM Online (15–20%)
Plan a deployment
Identify options for accessing CRM data; describe licensing plans; identify requirements; customize Microsoft Dynamics CRM Online; create user accounts; manage subscriptions, licenses, and user accounts; assign users to security roles
Deploy Microsoft Dynamics CRM Online
Create a deployment plan, identify objects that you can customize, implement customizations, grant users access to Microsoft Dynamics CRM Online, compare Microsoft Online services administrative roles and Microsoft Dynamics CRM Online security roles, provision users and assign licenses
Manage Microsoft Dynamics CRM Online instances
Compare multiple instances versus multiple tenants, describe reasons to implement multiple instances, add instances to a subscription, configure instances, copy instances, identify features and constraints of a multi-tenant deployment, create a sandbox organization, copy an organization
Manage Microsoft Dynamics CRM Online
Prepare for updates; import solutions; manage email notifications; configure Microsoft Dynamics CRM to use Exchange Online, Lync, SharePoint Online, and Yammer; add storage; free storage space

Upgrade a Microsoft Dynamics CRM edition and redeploy Microsoft Dynamics CRM (15–20%)
Select an upgrade strategy
Describe upgrade paths, processes, and supported upgrade editions; identify upgrade considerations
Upgrade Microsoft Dynamics CRM and other components
Upgrade the Email Router, upgrade Microsoft Dynamics CRM for Microsoft Outlook, import and update organization

Configure and manage email (10–15%)
Configure email and message processing
Identify email process options; explain the advantages and disadvantages of email processing options; track email, appointments, tasks, and contacts; configure automatic email tracking; configure correlation; monitor individual mailboxes; identify available synchronization methods; manage synchronization filters
Install and configure the Microsoft Dynamics CRM Email Router
Identify supported email systems and Windows operating systems; install the Email Router; install the Rule Deployment Wizard; create incoming and outgoing email profiles, deploy Inbox rules and forwarding rules; create and monitor a forward mailbox; migrate Email Router settings
Configure server-side synchronization
Describe the features of and identify supported configurations; enable and configure server-side synchronization; configure Exchange Online; synchronize appointments, contacts, and tasks

Install and deploy other client tools for Microsoft Dynamics CRM (15–20%)
Identify hardware and software requirements for the Microsoft Outlook client
Identify minimum hardware requirements, identify supported operating systems, identify supported Outlook versions, identify supported Internet browsers
Install and upgrade the Microsoft Outlook client
Identify deployment methods, install the client, prepare a configuration file and install the client by using the command prompt
Configure the Microsoft Outlook client
Use the Configuration Wizard for on-premises or hosted organizations, work online and offline, configure multiple organizations, configure user email settings, create and modify data synchronization filters
Install and configure the client for tablets and phones
Identify supported mobile platforms, install the app, configure security permissions required to use the app, troubleshoot the app, capture trace logs

Manage and troubleshoot a Microsoft Dynamics CRM deployment (15–20%)
Manage system jobs
Describe system job types, view and delete system jobs, limit the number of asynchronous jobs, delete records, use the Bulk Deletion Wizard
Monitor and troubleshoot Microsoft Dynamics CRM
Configure tracing for Microsoft Dynamics CRM for Microsoft Outlook, discuss the Microsoft Dynamics Marketplace
Manage data encryption
Describe data encryption, identify attributes that support encryption, identify required privileges to manage encryption

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