Published: January 26, 2016
Languages: English, Chinese (Simplified), French, German, Japanese, Spanish
Audiences: IT Professionals
Technology: Microsoft Dynamics CRM
Credit toward certification: Specialist
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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Implement a Microsoft Dynamics CRM Online deployment (10% – 15%)
Access Microsoft Dynamics CRM Online
Describe methods for accessing Microsoft Dynamics CRM Online; identify supported browsers; identify supported phone operating systems; describe requirements for Dynamics CRM for tablets; identify supported web browsers; identify user subscription license types; describe subscription add-ons
Plan a deployment
Identify the storage requirements; plan security; determine the number of instances and licenses that are required; identify implications of implementing single sign-on
Compare the methods for importing data; import data by using the Import Data Wizard; identify limitations of import processes
Customize Microsoft Dynamics CRM Online
Create new fields; modify values for option sets; modify entity forms; create new entities and reports; modify views and dashboards
Configure Microsoft Dynamics CRM Online (10% – 15%)
Identify methods to sign-up for a subscription; identify subscription requirements; describe the subscription cancellation process; describe the methods for purchasing add-ons
Identify the methods to add users to Dynamics CRM Online; assign Microsoft Dynamics CRM Online licenses to users; assign security roles; enable and disable users; describe non-interactive users; mark a user as non-interactive; identify administrative roles
Synchronize user accounts
Compare Dynamics CRM Online accounts with company accounts; describe user synchronization; identify the steps to synchronize Active Directory with Office 365; describe Active Directory Federation Services
Manage Microsoft Dynamics CRM Online (10% – 15%)
Administer Microsoft Dynamics CRM Online instances
Define instances; describe the relationship between instances subscriptions, tenants, and security groups; describe instance types; set instance properties; switch an instance; reset an instance; place an instance in administrative mode; delete an instance; describe methods to copy an instance; create a copy of an instance
Describe tenant considerations
Identify limitations on the number and type of instances per tenant; configure the region for a tenant; describe limitation and requirements for multiple tenants
Manage storage and administrative notifications
Identify the storage limit for a subscription; describe the implications of reaching the storage limit; view resources used; identify requirements and limitations for sending administrative notifications
Describe the Microsoft Dynamics CRM Online update policy
Identify the frequency of updates; describe the update process; determine the version of Microsoft Dynamics CRM Online; skip updates; approve updates; determine what updates are available; reschedule an update
Manage related services (10% – 15%)
Describe related services
Identify related online services; integrate Microsoft Social Engagement with Microsoft Dynamics CRM Online; manage campaigns with Microsoft Dynamics Marketing
Integrate Yammer and SharePoint Online
Describe Yammer and SharePoint Online; identify SharePoint Online integration types; describe the integration process
Integrate OneNote, Skype, Skype for Business, Office 365 Groups, and OneDrive for Business
Compare Dynamics CRM Notes and OneNote; identify storage location for OneNote notebooks; configure OneNote integration; integrate Skype and Skype for Business; identify limitations for Skype and Skype for Business; describe Office 365 Groups; identify requirements for Office 365 Groups; integrate Office 365 Groups with Microsoft Dynamics CRM Online
Manage mobile device apps (10% – 15%)
Install and use mobile device apps
Identify the mobile apps for phones and tablets; describe requirements for mobile apps; identify supported mobile device hardware and software; install mobile apps; configure security privileges; describe restrictions for working offline; create draft records
Configure entities for mobile
Identify entity types that can be accessed from mobile apps; hide form components; enable dashboards for mobile apps
Implement Microsoft Dynamics CRM for Microsoft Office Outlook (10% – 15%)
Deploy Dynamics CRM for Outlook
Identify supported operating systems; describe required software components; compare Dynamics CRM for Outlook versions; identify deployment methods; configure Dynamics CRM for Outlook; configure multiple organizations
Configure offline capabilities
Describe offline capabilities; identify fields that can be synchronized; describe limitations for synchronized fields; configure synchronized fields
Manage email (10% – 15%)
Select an email processing option
Identify email processing options; describe the advantages of each email processing option; identify limitations and requirements for each email processing option
Track and correlate email
Compare email tracking with email correlation; describe user options for automatic tracking; describe correlation options; identify limitations of folder-level tracking; configure folder-level tracking for Exchange folders
Manage mailbox records and email
Describe synchronization methods for incoming and outgoing email; configure the default synchronization method for users and queues; describe mailbox records; configure approval for email addresses
Manage server-side synchronization (10% – 15%)
Configure server-side synchronization
Describe server-side synchronization; identify server-side synchronization features and supported configurations; set the email processing method; configure mailbox records
Set up a forwarding mailbox
Describe mailbox forwarding; create a forward mailbox record; add email forwarding rules for users; add mailbox records to server profile; enable mailboxes; test email configuration; describe synchronization alerts; view the Performance Dashboard
You need to allow Microsoft Dynamics CRM Online users to use the same password they use to logon to your on-premises Active Directory Domain Services (AD DS) domain to logon to Azure Active Directory.
Which two components must be configured to achieve this goal? Each correct answer presents part of solution.
A. Microsoft Azure Active Directory Connect tool
B. Password Sync
C. Active Directory Application Mode (ADAM)
D. Active Directory Federation Services (AD FS)
You are unrig Microsoft Dynamics CRM 20X6 on–premises.
Which server role does server-side synchronization utilize?
A. Sandbox Processing Service
B. Web Application Server
C. Asynchronous Service
D. Organization Web Service
You are a marketing manager for a company. The company has a subscription to a Microsoft Dynamics CRM Online organizationthat is fully integrated with Microsoft Dynamics Marketing and the Seller Portal solution.
You need to create andmanage a marketing campaign to include tracking campaign performance and click-through rates, and use data derived from the campaign to score and qualify leads.
Which action should you take?
A. Open Microsoft Dynamics Marketing.
B. Open Microsoft Dynamics CRM Online.
C. Open the Seller Portal.
D. Open the Microsoft Dynamics Marketing Connector.
You receive an email that indicates a new update for Microsoft Dynamics CRM Online is available. You are a global administrator for a tenant that contains two Microsoft Dynamics CRM Online instances.
Which statement describes the Microsoft Dynamics CRM Online update policy?
A. Updates must be installed twice per year within the customer driven update time period and cannot be skipped.
B. Updates are installed automatically within 30 days from the release date.
C. Updates are installed once it is approved at the tenant level.
D. Updates are installed once it is approved at the instance level.
You select Forward Mailbox as your incoming synchronization method. You process emails with the Microsoft Dynamics CRM 2016 Email Router between Microsoft Dynamics CRM
Online and a SMTP/POP3 server.
You need to deploy inbox rules so emails addressed to the 100 Microsoft Dynamics CRM Online users in theorganization are forwarded to the forward mailbox for processing.
Which solution can be used to deploy forwarding rules for all the users?
A. Run the Rule Deployment Wizard.
B. Enable folder-level synchronization.
C. Create manually in Microsoft Outlook.
D. Create Exchange transport rules.