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Microsoft Dynamics CRM 4.0 Adapters

Posted by Nitin Dhawan on June 29, 2009

Microsoft BizTalk Server 2006 Adapter for Microsoft Dynamics CRM 4.0
The Microsoft® BizTalk® Server 2006 Adapter for Microsoft Dynamics® CRM 4.0 enables integration between Microsoft Dynamics CRM and non-Microsoft business applications. This lets you do the following operations:
1. Use Microsoft Dynamics CRM as a send adapter.
2. Discover and use the schema of any Microsoft Dynamics CRM actions and entities.
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Microsoft Dynamics CRM 4.0 (BETA) Adapter for Microsoft Dynamics GP 10.0
Effortlessly demonstrate the updating of customer information within Microsoft Dynamics CRM 4.0 and watch the customer information on the Customer Card within Microsoft Dynamics GP 10.0 automatically update with the changes entered within Microsoft Dynamics CRM 4.0. In addition, demonstrate additional changes to the same customer information with Microsoft Dynamics GP 10.0 and watch Microsoft Dynamics CRM 4.0 also capture these changes. This demonstration is high-level example of a “round-trip” integration between two Microsoft Dynamics solutions.
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Microsoft Dynamics CRM 4.0 Reports An Overview

Posted by Nitin Dhawan on June 28, 2009

What is Microsoft  Dynamics CRM Reports
It uses the term Report to refer to any type of data analysis file, regardless of its origin and type. Therefore, a report may be a Microsoft Office Excel file, a SQL Server Reporting Services report, a third-party reporting file, or a link to an external Web page report.
How to create Reports
Microsoft Dynamics CRM 4.0 includes approximately 24 Reporting Services reports in the default installation and those reports include an additional 28 Subreports. However we will definitely want to create new reports (or modify the default reports) as we customize our MS CRM database with new entity attributes and custom entities.
In Microsoft Dynamics CRM 4.0 we can create Reports in two methods:

Report Wizard All users have access to the Report Wizard to create a report for their personal use, assuming they have any level of access to the Report Create Privilege. The Installation enables the Report Create Privilege on all security roles by default. By default, the Report Wizard creates the report as a personal (individual viewable) report.One can access the Report Wizard by creating a new report from the Reports grid. In addition to creating a report, one can use the Report Wizard to edit an existing Report Wizard report.
Report Definition Language with VS 2005 One can create their own Reporting Services report from scratch by using Visual Studio 2005. To develop reports in VS 2005, one should need Business Intelligence Development Studio add-in to be installed with VS 2005
Reporting Service Versions
Microsoft Dynamics CRM 4.0 Supports the following Reporting Services editions:
1. SQL Server 2005, Standard Edition with SP2
2. SQL Server 2005, Enterprise Edition with SP2
3. SQL Server 2005, Workgroup Edition with SP2
4. SQL Server 2005, Standard Edition, x64 SP2
5. SQL Server 2005, Enterprise Edition x64 SP2
Data Flow Diagram
DFD
Microsoft Dynamics CRM 4.0 reports depend on the connector for Microsoft SQL server Reporting services. SSRS data connector used to proxy request between CRM 4.0, SSRS and SQL server thereby removing trust for delegation Requirement. The SRS connector runs as an SSRS Data Processing Extension and handles all of the delegation for you. The use of the data connector is recommended for Internet facing deployments and anywhere users are not using NT Auth to connect to CRM. Other way to do this in Microsoft CRM 4.0 is to use integrated authentication where trust for delegation is required between the CRM server, the SSRS server and the SQL server with the CRM DB.
Reporting Services Architecture Diagram
Reporting Services Architecture Diagram
Microsoft Dynamics CRM 4.0 Architecture Consist of three layers. First level is MS Dynamics CRM which consist of Reports and Report Viewer ASP.Net Control, here Reports is nothing but an Entity which presented in MSCRM which is not there in MSCRM 3.0 Version. The SQL Reporting Services Report Viewer is an ASP.Net control which runs on the CRM 4.0 Web server. When you choose to run a report from Microsoft CRM 4.0, the ASP.Net control requests the report and data from the remote SSRS box. In practical terms, In Microsoft CRM 4.0 the URL for a report is the CRM Web server.
Authentication in MSCRM 4.0 Reports
Authentication in MSCRM 4.0 Reports
Microsoft Dynamics CRM 4.0 Server uses Report viewer to display data from SRS Server, the connection between Report Viewer and SRS Webservice uses CRM User Context for Authentication.SRS Webservice and CRM Data Connector uses SRS App pool and CRM User Context for establishing connection to MSCRM Filtered views in SQL Server. All data retrieved using CRM Data Connecter controlled by CRM Roles and Privileges Advantages of Data Connector are that it Removes trust for delegation (TFD) requirement. Enabling reports for external applications still is subject to TFD.Report entity is a full CRM entity and Sharing Report is also available. No longer need to make calls to SRS to display list of reports in CRM.RDLs are mastered in CRM.
 Note:
  1. If a user does not have Privileges in CRM he or she will get a blank Report.
  2. Credentials supplied by the user running the report option which expects SystemUserId as the Login Name and OrganizationId as the Password.
  3. Sharing Reports – Users Can share their reports to a team or any specific user.
Prerequisites for Installation of SRS Data Connector:
  1.  SQL Server Reporting Service 2005 or 2008
  2. MS CRM 4.0 needs to be installed (Connector requires MSCRM_CONFIG db)
Installation of SRS Data Connector:
  1. Run the Splash.exe file
  2. Select SRS Data Connector
  3. Select Update the Installation files(Recommended)
  4. Select the MSCRM db Server name in the picklist
Security Privileges
Security Privileges
In Microsoft Dynamics CRM 4.0 Reports are just like CRM system entity. As such, the report entity adheres to the standard security characteristic with that applies to all entities in MS CRM. Each report in MSCRM contains a viewable by attribute, with values of organization or individual. If the report viewable by value equals organization, all users will be able to run reports, provided they have read privileges. If the viewable by value equals individual, the report read privileges will determine each user’s access to the report.
Other Privileges:
  1. Publish Reports – allows users to make a report available to the Organization
  2. Add Reporting Services Reports – allows users to upload .rdl files
  3. Create : allows users to create reports using the Report Wizard

Existing roles will get access to reports as follows:

  1. Manage Reports privilege : full access
  2. Other : default privileges

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Microsoft Dynamics CRM 4.0 Fact sheets

Posted by Nitin Dhawan on June 27, 2009

Microsoft Dynamics CRM 4.0 Data Migration Manager Readme This document provides important late-breaking information about Microsoft Dynamics CRM 4.0 Data Migration Manager that supplements the Microsoft Dynamics CRM documentation.
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Microsoft Dynamics CRM 4.0 Data Migration Articles This article contains a list of resources that explain how to migrate data to Microsoft Dynamics CRM and troubleshoot the migration process.
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Microsoft Dynamics CRM 4.0 Planning and Deployment Guidance This guidance provides additional information for Service Providers who are interested in hosting Microsoft Dynamics CRM 4.0 in their data center, or for enterprise customers who are interested in leveraging MSCRM 4.0 multi-tenant architecture in their IT infrastructure. The documentation walks you through the planning process, provides sizing and architectural guidance, and shows you how to deploy MSCCRM 4.0 in a data center that can be accessed over the Internet by any CRM clients. It covers the topics about how to leverage the Deployment SDK to automate the creation and provisioning of organizations and users within the multi-tenant MSCRM 4.0 deployment. This contains the following documentations and tool:
– Deployment Walkthrough Guide for Service Providers
– Planning Guide for Service Providers
– Development Guide for Service Providers
– Microsoft Software License Terms
– Deployment Configuration Tool
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Offline and Online Synchronization in Microsoft Dynamics CRM 4.0 This article details about the Offline and Online synchronization processes in Microsoft Dynamics CRM 4.0. The paper also provides a FAQ (the answers apply and demonstrate principles explained in the primary content) and list of resources for additional information.
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Performance and Scalability Assessment of Customer Implementation for Microsoft Dynamics CRM 4.0 This paper provides a sample final report on the results, conclusions, and recommendations from a performance and scalability assessment of a customer’s implementation of Microsoft Dynamics CRM.
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Improving Microsoft Dynamics CRM Performance and Securing Data with Microsoft SQL Server 2008 Microsoft SQL Server® 2008 contains a variety of features that, when implemented properly, can improve the performance of a Microsoft Dynamics® CRM 4.0 implementation and secure the data within that deployment. These Microsoft SQL Server 2008 features include: – Compression – Sparse Columns – Transparent Data Encryption – Backup Compression The MS CRM E2 team, working in conjunction with the Microsoft SQL Server team, recently completed a project that was designed to:
1. Evaluate the new scenarios that these Microsoft SQL Server 2008 features expose
2. Measure the performance impact of implementing these features, both singly and in selected combinations This paper provides an overview of these Microsoft SQL Server 2008 features, together with benchmark results and recommendations for implementation.
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Using Encrypting File System and BitLocker to Protect Microsoft Dynamics CRM Data on Outlook Clients This white paper describes how to use EFS and BitLocker to protect CRM data on clients running Microsoft Windows Vista and Microsoft Windows XP. Depending on the type of information being gathered by a CRM user working offline, it may be advisable to secure the CRM data on the client computer to help prevent theft via remote access or limit exposure if the computer containing the data were stolen. This white paper explains how to use Microsoft® BitLocker™ Drive Encryption (BitLocker) and Encrypting File System (EFS) to protect data stored on Microsoft Dynamics CRM clients for Outlook running on Windows Vista Enterprise Service Pack 1 (SP1). The paper also explains how to use EFS to protect data on client computers running Windows XP Professional Service Pack 3 (SP3).
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Internet Facing Deployment (IFD) Installation Basics IFD allows the customers to configure their CRM system to be reachable from outside the intranet (i.e. internet or outside of the firewall). The main difference when using IFD vs. typical on-premise deployment is how users are authenticated. When using the on-premise version, IIS handles most of the authentication via integrated windows authentication. There are however custom CRM authentication handler modules registered during setup to assist in the process. In IFD, the web site is opened for anonymous access and the authentication relies on the presence of the CRM ticket cookie. This cookie is obtained by starting off from a sign-in page. Any page request that does not contain the CRM ticket cookie also gets redirected to it. This page deletes any expired CRM ticket cookies and if the user has provided correct credentials at the sign-in page, a new CRM ticket cookie would be written and used in later requests.
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Internet Facing Deployment (IFD) Installation Basics This document describes configuring Microsoft Dynamics CRM (On-Premise Edition) for Internet-facing deployment (IFD), and a few of the common issues and resolutions associated with Microsoft Dynamics CRM IFD.
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Microsoft Dynamics CRM 4.0 Toolkits

Posted by Nitin Dhawan on June 26, 2009

Microsoft Dynamics CRM 4.0 Performance Toolkit This was created by the Microsoft CRM product team to formalize performance testing of Microsoft CRM 4.0. The performance toolkit can be used by the Microsoft CRM partners and customers to collect data to support their CRM deployment decisions. This release of the toolkit contains several enhancements we have made to fit the additional capabilities in the Microsoft CRM 4.0 product itself. Some of the enhancements made to the toolkit are
1. Multi Organization Performance Testing Support
2. Multi Server Deployment Performance Testing Support
3. Outlook Synchronization and Offline Performance Testing Support
4. Data Management Performance Testing Support
5. Workflow Performance Analysis Support
6. Email Matching Performance Testing Support
7. Ease of deployment of the Toolkit through an MSI package with enhanced configuration of the toolkit.
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Microsoft Dynamics CRM 4.0 Developer Toolkit For CRM developers, aligning the engineering delivery and process quality of their CRM projects can substantially increase overall productivity. In addition, by documenting, communicating, and following a consistent process for implementing CRM in Enterprise scenarios, developers can scale projects more quickly and efficiently by adding and ramping up consultants regardless of their previous experience with any specific project.
To provide developers with the ability to create and manage on-premise CRM solutions in an integrated Visual Studio environment, the Microsoft Dynamics CRM Engineering for Enterprise (CRM E2) team initiated and sponsored the development of the Microsoft Dynamics CRM Developer Toolkit. The Toolkit has been designed to make it easier for developers to customize, extend, and maintain an on-premise CRM solution, all from within an integrated Visual Studio environment. Key benefits for developers include the ability to:
1. View All CRM Entities
2. Create and Update CRM Entities
3. Create a Wrapper Class
4. Generate Plug-in Code
5. Integrate the Build and Deploy Process
6. Deploy Across Multiple Servers
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Microsoft Dynamics CRM 4.0 Developer Ramp up Kit This kit is for .NET-based developers who want to ramp up and build on top of the Microsoft Dynamics CRM platform. Microsoft Dynamics CRM 4.0 uses familiar components such as Web Service endpoints, Windows Workflow Foundation, SSRS reporting, and more; making it a general purpose platform for any line-of-business applications. Developers can use their existing .NET skills to take advantage of various features of the Microsoft Dynamics CRM platform. This kit drills into the details of such development and explains how developers can connect, extend, and embed with the Microsoft Dynamics CRM platform. It includes presentations, hands-on labs and a VPC environment for practicing. This content was delivered earlier as part of the Metro Early Adopter initiative and the video recordings of the ramp-up presentations are included as well. Familiarity with the .NET Framework, Microsoft Visual C#, Microsoft JScript, Microsoft SQL Server and general Web development is recommended.
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CRM 4.0 Performance and Scalability

Posted by Nitin Dhawan on June 26, 2009

Microsoft, together with Unisys Corporation, completed benchmark testing of Microsoft Dynamics CRM 4.0 running on Microsoft® Windows Server® 2008 operating system and Microsoft SQL Server® 2008 database software. Benchmark results demonstrate that Microsoft Dynamics CRM can scale to meet the needs of an enterprise.
This white paper provides an overview of the results and benefits of performance and scalability enhancements in Microsoft Dynamics CRM 4.0.
Performance and Scalability – User Scalability for the Enterprise
These benchmark results demonstrate that Microsoft Dynamics CRM can scale to meet the needs of an enterprise-level, mission-critical workload of 24,000 concurrent users while maintaining performance at sub-second response times. Test results were achieved without customizations to simulate an out-of-the-box Microsoft Dynamics CRM deployment. This white paper describes the goals, methodology and detailed results of this performance benchmark.
Performance and Scalability – Database Scalability for the Enterprise
These benchmark results demonstrate that Microsoft Dynamics CRM can scale to data volumes of over 1 billion database records while maintaining performance at sub-second response times. Test results were achieved without customizations, and minimal optimization to simulate an out-of-the-box Microsoft Dynamics CRM deployment. This white paper describes the goals, methodology and detailed results of this performance benchmark.
Performance and Scalability – Bandwidth Utilization Improvements
Microsoft Dynamics CRM showed network utilization improvements of up to 94% in version 4.0. This white paper details the test results comparing version 3.0 to 4.0.
Download Files:
1. Microsoft Dynamics CRM_4_0_Enterprise Performance and Scalability.pdf
2. Microsoft Dynamics CRM_4_0_Performance and Scalability _Users.pdf
3. Microsoft Dynamics CRM4_0_Performance and Scalability_Network.pdf
4. Microsoft Dynamics CRM4_0_Performance and Scalability_Database.pdf

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Writing Custom Code for MSCRM 4.0 for Outlook

Posted by Nitin Dhawan on June 23, 2009

There are two Outlook clients for Microsoft Dynamics CRM:
  • Microsoft Dynamics CRM 4.0 for Microsoft Office Outlook
  • Microsoft Dynamics CRM 4.0 for Microsoft Office Outlook with Offline Access
MSCRM for Microsoft Office Outlook can only be used when you are connected to the MSCRM server through the network. It enables multiple users to access MSCRM through Outlook on the same computer. A simple way to understand it is that it provides access to the MSCRM Web application through Outlook.
MSCRM 4.0 for Microsoft Office Outlook with Offline Access supports offline use. Users interact with Microsoft Dynamics CRM data in Outlook exactly like they do in MSCRM for Outlook. To support offline use for Outlook with Offline Access uses a local version of the MSCRM Web application hosted on a local Web server. This local Web server can only be used for the local instance of MSCRM for Outlook with Offline Access to access MSCRM. A SQL Server 2005 Express database provides data storage. When MSCRM for Outlook with Offline Access is synchronized, any customizations applied on the MSCRM server are transferred to the local MSCRM application. It also contains the assembly Microsoft.Crm. Outlook.Sdk, which you can use when customizing MSCRM for Outlook. This includes methods to determine which client is being used and whether the user is online or offline. You can use these criteria to disable functionality that requires a connection to the network. Workflow rules are not included in MSCRM for Outlook with Offline Access, but plug-ins can be deployed. Workflow rules and plug-ins are applied when the user synchronizes data.
The following table lists the methods that are available for interacting with MSCRM 4.0 for Outlook:
GoOffline Takes Microsoft Dynamics CRM for Outlook with Offline Access into an offline state and triggers a synchronization of the offline database with the online server.
GoOnline Synchronizes Microsoft Dynamics CRM for Outlook with Offline Access with the online Microsoft Dynamics CRM server
SetOffline Sets Microsoft Dynamics CRM for Outlook with Offline Access into an offline state without triggering a synchronization of the offline database with the online server.
Sync Triggers a synchronization event between Microsoft Dynamics CRM for Outlook with Offline Access in Outlook and the Microsoft Dynamics CRM server.
The following table lists the properties available for interacting with MSCRM 4.0 for Outlook:
IsCrmClientLoaded Gets a value that indicates whether MSCRM 4.0 for Outlook is loaded by MS Outlook.
IsCrmClientOffline Gets a value that indicates whether MSCRM 4.0 for Outlook is offline.
IsCrmDesktopClient Gets a value that indicates whether MSCRM 4.0 for Outlook is installed.
ServerUri Gets the server URI to use to connect to the SDK based on the state of MSCRM 4.0 for Outlook.
State Gets the state of Microsoft Dynamics CRM for Outlook.

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Internet Facing Deployment

Posted by Nitin Dhawan on June 20, 2009

This article covers the following Internet-Facing Deployment (IFD) scenarios for Microsoft Dynamics CRM 4.0.

  • Install Microsoft Dynamics CRM 4.0 through the user interface (UI) setup
  • Install Microsoft Dynamics CRM 4.0 with a configuration file
  • Upgrade Microsoft Dynamics CRM 4.0 through the UI setup
  • Upgrade Microsoft Dynamics CRM 4.0 with a configuration file

This document is intended to cover how to set up the MSCRM 4.0 Web site to make it available from the Internet. This document will not cover the steps that you must complete to make a server available from the Internet.

 

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Create Microsoft Dynamics CRM 4.0 Custom Report

Posted by Nitin Dhawan on June 18, 2009

One area of challenge for Microsoft CRM is custom reporting. This article will shows you how to create new reports or modify existing reports in Microsoft Dynamics CRM 4.0.

MSCRM provides a set of features, such as Advanced Find, data pre-filtering, and drill-through to MSCRM that are used in report development. By using these features, your reports will be able to take advantage of the unique and powerful capabilities built into Microsoft Dynamics CRM. In MSCRM we can create Reports in two methods:

1. Report Wizard
All users have access to the Report Wizard to create a report for their personal  use, assuming they have  any level of access to the Report Create Privilege. The  Installation enables the Report Create Privilege  on all security roles by default.  By default, the Report Wizard creates the report as a personal   (individual   viewable) report.One can access the Report Wizard by creating a new report from the    Reports grid. In addition to creating a report, one can use the Report Wizard to  edit an existing Report  Wizard report.

2. Report Definition Language with VS 2005
One can create their own Reporting Services report from scratch by using Visual  Studio 2005. To develop   reports in VS 2005, one should need Business Intelligence  Development Studio add-in to be installed with  VS 2005.

Steps for creating custom report:

1. Develop a report concept or specification based on what business information is to be displayed.
2. Create the reports in Microsoft Dynamics CRM using Report Wizard, which can be found in the Web       application.
3.  Define Filters as per specifications.
4. Create basic report parameters.
5. Create datasets that contain MSCRM data obtained from the filtered views. Review the report specification  and make adjustments and additions to the datasets. Enable pre-filtering on the primary tables.
6. Define the basic layout of the report including headers and footers.
7. Add report items as required based on the report specification.
8. Save and Close
9. Download the report from Report More Actions.
10. Create a Report Server Project Wizard.
11. Include the rdl to the reporting solution through Microsoft Visual Studio 2005.
12. Change a Dataset Connection string.
13.If any changes required related to query then goto View Code and make the changes under Report Solution.
14.Build and Preview the Report
15.Deploy the report to the reporting server through Microsoft Dynamics CRM.
16.Run the deployed report to verify its operation.

Publishing Custom Reports for non crm user

  1. Select a report from the Report View
  2. Click on Edit Report button from toolbar.
  3. Click on Action Menubar.
  4. Select Publish Report for External use and click it.
  5. After publishing report will be available outside crm.

Best Practise

  1. If the query length is more  declare the more variables of type Nvarchar max() and concatenate in the end.
  2. For multistatment queries use Temp tables
  3. Always try to update the report query from report view instead of design view.

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Limit of values in a Picklist attribute

Posted by Nitin Dhawan on June 16, 2009

If you are adding an option to a system (out of the box) picklist, the value must be greater than 199,999.

For custom picklist attributes, the values can start at 1.

The max value allowed is Int32.MaxValue – 1 (where Int32.MaxValue = 2147483647 or 0x7FFFFFFF).

http://msdn.microsoft.com/en-us/library/cc156143.aspx

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Microsoft Dynamics CRM 4.0 Certification Track

Posted by Nitin Dhawan on June 15, 2009

Certification Exam Name Code Reference Link
Microsoft Dynamics™ CRM 4.0 Customization and Configuration MB2-631 http://www.microsoft.com/learning/
en/us/exams/dynamics/631.mspx 
Microsoft Dynamics™ CRM 4.0 Applications MB2-632 http://www.microsoft.com/learning/
en/us/exams/dynamics/632.mspx               
Microsoft Dynamics CRM 4.0 Installation and Deployment MB2-633 http://www.microsoft.com/learning/
en/us/exams/dynamics/633.mspx               
Microsoft Dynamics CRM 4.0 Extending Microsoft Dynamics MB2-634 http://www.microsoft.com/learning/
en/us/Exams/MB2-634.aspx               
After clearing any one above listed paper you will get “Microsoft Certified Business Management Solutions Specialist for Microsoft Dynamics CRM” Title.
If clear two core certification exams and two elective exams. You will get  “Microsoft Certified Business Management Solutions Professional Developer for Microsoft Dynamics CRM” Title.
Core Certification Exam Name Code Reference Link
Microsoft Dynamics™ CRM 4.0 Customization and Configuration MB2-631 http://www.microsoft.com/learning/
en/us/exams/dynamics/631.mspx               
Extending Microsoft Dynamics CRM 3.0 MB2-498 http://www.microsoft.com/learning/
en/us/exams/dynamics/498.mspx
Elective Certification Exam Name Code Reference Link
Microsoft Dynamics™ CRM 4.0 Applications MB2-632 http://www.microsoft.com/learning/
en/us/exams/dynamics/632.mspx               
Microsoft .NET Framework, Application Development Foundation 70-536 http://www.microsoft.com/learning/
en/us/exams/70-536.aspx               
Developing and Implementing Windows-Based Applications with Microsoft Visual Basic .NET and Microsoft Visual Studio .NET 70-306 http://www.microsoft.com/learning/
en/us/exams/70-306.mspx
OR
Developing and Implementing Windows-based Applications with Microsoft Visual C# .NET and Microsoft Visual Studio .NET 70-316 http://www.microsoft.com/learning/
en/us/exams/70-316.mspx               
Microsoft .NET Framework 2.0 – Distributed Application Development 70-529 http://www.microsoft.com/learning/
en/us/exams/70-529.mspx               
OR
Microsoft .NET Framework 3.5 – Windows Communication Foundation Application Development 70-503 http://www.microsoft.com/learning/
en/us/exams/70-503.mspx
Microsoft .NET Framework 2.0 – Web-based Client Development 70-528 http://www.microsoft.com/learning/
en/us/exams/70-528.mspx               
Microsoft .NET Framework 2.0 – Windows-based Client Development 70-526 http://www.microsoft.com/learning/
en/us/exams/70-526.mspx

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