Exam Code: MB2-421
Course Name: CRM 3.0 Installation & Configuration
Vendor: Microsoft
Passing Score: 700
MB2-421 is the very vital certification from the Microsoft. Microsoft MB2-421 or CRM 3.0 Installation & Configuration certification exam describes you the ways and steps to install and configure the Microsoft CRM. Microsoft MB2-421 or CRM 3.0 Installation & Configuration certification exam is the ideal certification for the people who want to make their career in the Microsoft CRM.
The MB2-421 exam provides you with the technical knowledge of the Microsoft CRM Components. It helps you to plan your Microsoft CRM Installation in accordance with the hardware and software requirements as well as accurate licensing plans. Moreover, this exam facilitates you to plan your Microsoft CRM Installations. This Microsoft certification assists you to understand the functions of Microsoft CRM Server. The
MB2-421 also makes you proficient in the installation of Microsoft CRM Exchange E-mail Router. It also describes the Microsoft CRM client for Microsoft Office outlook. This Microsoft certification also trains you to configure the organizational structure. Moreover, the MB2-421 exam enlightens you with the abilities of configuring security, User Accounts, Teams and System Settings. This exam equips you with the information of redeploying Microsoft CRM 3.0. It enables you to upgrade a Microsoft CRM 1.2 deployment to Microsoft CRM 3.0. In addition to all these skills, the MB2-421 exam makes you capable of uninstalling and repairing Microsoft CRM.
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Course Outline: CRM 3.0 Installation & Configuration
Microsoft CRM Components
Understanding the Microsoft CRM Components
Microsoft CRM Server
Microsoft CRM Clients
Microsoft Exchange 2000 or 2003
Microsoft SQL Server 2000 or 2005
SQL Reporting Services 2000 or 2005
Active Directory
Internet Information Services
Planning Your Microsoft CRM Installation
Planning your Microsoft CRM Deployment
Hardware Requirements
Software Requirements
Supported Active Directory Configurations
Support SQL Server Configurations
Supported Microsoft Exchange Configurations
Microsoft CRM 3.0 Licensing Model
Staff Skills Review
Microsoft CRM Server
Microsoft CRM Server Key Features
Microsoft CRM Server Pre-Installation Checklist
Microsoft CRM Server Installation
Microsoft CRM Server Post-Installation Review
Microsoft CRM 3.0 Sample Databases
Microsoft CRM Exchange E-mail Router
Microsoft CRM Exchange E-mail Router Key Features
Microsoft CRM Exchange E-mail Router Pre-Installation Checklist
Microsoft CRM Exchange E-mail Router Installation
Microsoft CRM Exchange E-mail Router Post-Installation Review
Microsoft CRM E-mail Queues
The Microsoft CRM client for Microsoft Office Outlook
Microsoft CRM client key features
Microsoft CRM client for Microsoft Office Outlook Pre-Installation Checklist
Microsoft CRM desktop client for Microsoft Office Outlook Installation
Microsoft CRM laptop client for Microsoft Office Outlook Installation
Microsoft CRM client for Microsoft Office Outlook Post-Installation Review
Using the Microsoft CRM laptop client for Microsoft Office Outlook
Chapter 6: Configuring the Organizational Structure
Business Units
Managing Business Units
Sites
Adding business units
Reorganizing the organizational hierarchy
Disabling a business unit
Enabling a business unit
Adding Sites
Deleting Sites
Configuring Security
Privileges
Access Levels
Roles
Creating roles in business units
Assigning roles to users
Resolution of conflicting privileges
Copying roles
Security Best Practices
Create new roles by copying existing roles
Maintaining privileges and access levels for roles
Assigning roles to users
Test affects of various privileges and access levels
Configuring Users and Teams
User Management Overview
User Manager Wizard
Microsoft CRM User Management
Restricted Access Mode
Team Management
Adding multiple users at one time via the User Manager tool
Adding one user at a time via Microsoft CRM
Maintaining user accounts
Assigning a manager to a user account
Disabling a user account
Enabling a user account
Setting/Resetting the Restricted Access Mode option
Adding teams
Assigning users to a team
Configuring System Settings
Configuring System Settings
Configuring Auto Numbering
Configuring Fiscal Year Settings
Configuring the web.config file
Configuration Management
Server Manager
Reconfigure Microsoft CRM to use a new database server
License Manager
Upgrade Trial Licenses
Add additional client access licenses
Customization Transport Manager
Export and import of an XML configuration file
Environmental Diagnostic Wizard
Review License Summary
Reconfigure Microsoft CRM to point to a new database server
Export the XML configuration to a flat file
Import an XML flat file into Microsoft CRM and publish the configuration
Run the Environmental Diagnostic Wizard
Save the generated report for troubleshooting purposes
Redeploying Microsoft CRM 3.0
Redeployment Scenarios
Software components that are captured during a redeployment
Redeployment Tool
Redeployment process
Upgrading Microsoft CRM 1.2 to 3.0
Features associated with the upgrade process
Types of customizations that are supported and not supported by the upgrade process
Software configurations that occur during an upgrade
Upgrade process
Post-upgrade tasks
Uninstalling and Repairing Microsoft CRM 3.0
Two types of uninstall options
Steps involved in uninstalling Microsoft CRM Server, Microsoft CRM client for Office Outlook, Microsoft CRM Exchange E-mail Router, and Microsoft SQL Server Reporting Services
Repair process for both Microsoft CRM Server and Microsoft CRM clients for Outlook
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