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Microsoft Business Solutions Certified Professional– Microsoft CRM Customization 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 Certification Title Microsoft Business Solutions Certified Professional–Microsoft CRM Customization Required Exams:    Microsoft Business Solutions Certified Master–Microsoft CRM Developer  Microsoft CRM Applications Professional Exam Microsoft CRM Customization Exam MS Exam 70-300: Analyzing Requirements and Defining Microsoft .NET Solution Architectures MS Exam 70-305: Developing and Implementing Web Applications with Microsoft Visual Basic .NET and Microsoft Visual Studio .Net OR MS Exam 70-315: Developing and Implementing Web Applications with Microsoft Visual C# .NET and Microsoft Visual Studio .NET Microsoft CRM Customization Exam Exam Requirements Required Exams:    Microsoft Business Solutions Certified Master–Microsoft CRM Installation & Configuration  Microsoft CRM Installation & Configuration Exam Microsoft CRM Customization Exam MS Exam 70-228: Installing, Configuring and Administering Microsoft SQL Server 2000 Enterprise Edition MS Exam 70-284: Implementing and Managing Microsoft Exchange Server 2003  MS Exam 70-298: Designing Security for a Microsoft Windows Server 2003 +  MS Exam 70-290: Managing & Maintaining a Microsoft Windows Server 2003 Environment + Target Audience Microsoft Business Solutions partners wishing to become a Microsoft Business Solutions Certified Professional–Microsoft CRM Customization or Microsoft Business Solutions Certified Master–Microsoft CRM Developer 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 customization process. This includes knowledge of the CRM product architecture, Microsoft CRM Workflow Manager and Workflow Monitor, Microsoft CRM System Customization tool, Microsoft CRM Deployment Manager, and Crystal Enterprise for Microsoft CRM. 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 customizing the application. As such, it is strongly recommended that you complete the following steps to prepare for the Microsoft CRM Customization exam: Courseware (Customers-please contact your Partner for courseware information): Microsoft CRM Customization Courseware Classroom Training (Please check with your region to verify instructor-led training availability): Customization – Microsoft CRM course Online Training: Customization eCourse - Microsoft CRM Hands-on experience: You should have actual hands-on experience performing each type of customization that is covered in the training courses. This includes creating and running workflows, customizing the application, using the Deployment Manager tools, creating and modifying reports, and so on. 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 customizing the Microsoft CRM application Exam Topics Architecture – 10% Microsoft CRM Product Architecture Sales for Outlook Client Architecture Workflow – 30% Workflow Rules Workflow Events Conditions and Actions Rule Templates Sales Process Rules and Templates Workflow Monitor Customization – 30% View and Form Customization Schema Manager Attribute Manager Mapper Tool Import/Export XML Publish XML Customizing Field Properties Previewing Form changes Preview Pane Customization Introduction to the Microsoft CRM SDK – 20% Core SDK Concepts Supported Methods of Customization Customization Areas Reporting with Microsoft CRM - 10% Core Reporting Concepts Planning Considerations Crystal Enterprise for Microsoft CRM Licensing Security Creating, Publishing, Modifying Reports This preparation guide is subject to change at any time without prior notice and at Microsoft Business Solutions' sole discretion. Please contact mbsuniv@microsoft.com with any training or certification related inquiries.

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