Exam Code: MB2-423

Course Name: CRM 3.0 Applications Practice Exam

Vendor: Microsoft

Passing Score: 700

MB2-423 is the ideal exam from the Microsoft. Microsoft MB2-423 or CRM 3.0 Applications Practice Exam describes you how to develop the Microsoft CRM application and gives you experience in the Microsoft CRM. Microsoft MB2-423 or CRM 3.0 Applications Practice Exam is recommended for the people, who have the basic knowledge of the Microsoft CRM and wish to get expertise in Microsoft CRM.

CRM 3.0 Applications Practice Exam provides you with the technical knowledge and skills relevant to customizing Microsoft CRM and planning customizations for a CRM Implementation. It enables you to use the Microsoft CRM Customization tools to perform basic customization tasks with Microsoft CRM. You learn the planning and implementation of custom entities by taking CRM 3.0 Applications Practice Exam. This Microsoft certification enlightens you with the technical information of performing client-side actions on Microsoft CRM form events. The MB2-423 exam trains you with the technical skills of integrating other applications into Microsoft CRM. Moreover, it equips you with the expertise of creating and customizing Microsoft CRM Reports using SQL Server 2000 Reporting Services and Microsoft Office 2003 applications.

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Course Outline: CRM 3.0 Applications Practice Exam

Microsoft CRM Customization

Microsoft CRM Design Focus

Levels of Customization

Microsoft CRM Customization Architecture

Use of Supported Methods

Available Customizations

Customization Tactics

Customization Method

Basic Customizations

Customization Concepts

Basic Customization Capabilities

Permissions Needed

Customization Process

Reusing Customizations

Form Customization

Customizing Attributes

Previews

View Customization

Rename a Customizable Entity

Changing System Messages

Modify the on-line help

Modify Tabs

Modify Sections

Modify Fields

Case Form Customization

Create a Custom Attribute

Adding Attributes

Modifying Attributes

Deleting Attributes

Create and Modify Views

Create a View

Configure a View

Share A View

Changing the Name of an entity

Change the entity Name

Modify entity forms and Views

Change Attribute Display names

Customize messages

Modify affected reports

Modify on-line help content

Custom Entities

Value of Custom Entities

Custom entities and System Entities

Planning a Custom Entity

Ownership Type

Entity Relationships

Relationship Behavior

Supported Relationships

Entity Security and Customizations

Working With Custom Entities

Configuring a Custom Entity

Default Entity Attributes and Features

Entity Icons

Deleting a Custom Entity

Defining Relationships

Entity Mapping

Add a Mapping

Create a Custom Entity

Create an Entity

Set Entity attributes

Apply Form and View Customizations

Creating Relationships

Create a Relationship

Configure a Relationship

Add Mapping

Planning, Creating and Configuring a Custom Entity

Planning

Create Entity

Create Relationships

Secure the entity

Modify the entity

Create Mappings

WorkFlow

Core Concepts

Creating a Workflow Rule

Defining Workflow Rules

WorkFlow Limitations

Defining Workflow Actions

Activity Creation Actions

Object Update Actions

Flow Control Actions

Using Dynamic Text in Workflow

Using Dynamic Values in Workflow

Defining Workflow Conditions

Sales Processes

Organizing Workflow

Managing Workflow

Importing and Exporting Workflow Rules

Troubleshooting Workflow

Activity Creation Actions

Create Activity

Create Note

Create E-Mail

Object Update Actions

Update Object

Assign Object

Change Status

Flow Control Actions

Call Assembly

Run Sub Process

Stop

Check Conditions

Check Objects

Check Date

Check Activities

Else If

Wait for Conditions

Wait Object

Wait Activity

Wait for Timer Conditions

From now on

After

Before

Basic Sales Processes

Define Stages

Create Activities

Application Event Programming

Core Concepts

Common uses for Client-side Code

Using Form Events

Using Field Events

Configuring Event Detail Properties

Referencing and Manipulating Form Values

DHTML DOM

Essential JScript

Microsoft CRM Document Object Model

crmForm

crmForm Fields

General Field Properties and Methods

Picklist field Properties and Methods

Lookup Field Properties

Troubleshooting

Tips and Tricks

DHTML use within Microsoft CRM

Creating Simple Event Scripts

Form events

Field events

Referencing Microsoft CRM Values

General Field Values

Picklist Field Values

Lookup Field Values

Application Integration

Application Integration Features and Resources

IFrame

Dynamic IFrame

URL Addressable Forms

Creating Custom Menus, Navigation items and Buttons

ISV. Config Integration Points

Configuring Controls

Control Types

ISV.config structure

SiteMap

SiteMap Structure

SDK Capabilities

ISV Solutions

Add an IFrame

Passing Parameters

Creating Custom Buttons, Navigation Items and Menus

Enabling Customizations

Configuring Controls

Implement the Clone Contact Feature

Add Solution files as Virtual Directory to Microsoft CRM Web Site

Modify isv.config.xml

Apply Site Map Customizations

Configure Areas

Configure Groups

Configure Sub Areas

Configure Permissions

Report Customization

Reporting and CRM

Core Concepts

Transition to SQL Server 2000 Reporting Services

Reporting Services Overview

Microsoft CRM Reporting Features

Creating Excel Reports

Edit and Organize Reports

Deploying and Removing Reporting Services Reports

Control Access to Reports

Reporting Services Report Designer

Modify Existing Reporting Services Reports

Microsoft CRM Pre-Filtering

Scheduled Reports

Create Excel Reports

Export records to Excel

Upload the Report to Microsoft CRM

Create a Simple Reporting Services Report

Use the Report Wizard