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