Huzzah! I passed my CRM 4.0 Applications exam today with flying colors this time!  I’m feeling as elated as Spain winning the Euro 2008 Cup yesterday… minus the jubilation of the whole country, but I’m working on it.

Thanks to ‘Second Shot’, I was able to try my luck again without consequences. I was glad to have had the opportunity to take it at least once before, to get familiar with the exam questions and get a feel for what the test writers were looking for.

So to assist you in your quest for certification, I’ve outlined five tips that will help narrow down your choices when taking the Applications exam.

5 tips to help pass some questions on the CRM 4.0 MB2-632 exam

• There is no drag-and-drop functionality in CRM 4.0.  That would be a nice feature to add to the future CRM 5.0, though!
• Each single Marketing List can only contain one type of record/entity.  So if you’re planning a Marketing Campaign that will include Accounts, Contacts and Leads, you will need to add at least three separate Marketing Lists to the Marketing Campaign.
• Relationship Roles in CRM 4.0 are very useful for defining relationships that are not so cut-and-dried.  You’ll probably see Relationship Roles come up a few times in the exam.
• Ask yourself what types of CRM records are synchronized with the Outlook Client, and how to create new records from there.
  Also figure out what records are related and available to each entity.  An example: you wouldn’t go to an Opportunity record to find related Cases.
• Find out how the Service Scheduler shows or does not show conflicts in the Service Calendar.

Hopefully with these tips, you’ll share the glory too… at least in the Dynamics world. 

Good luck!

Tags: Applications, Certification, certification exam, CRM 4.0, Exam, MB2-632, Second Shot