Describe business units, describe Microsoft Dynamics CRM security features, identify privileges and access levels for security roles, describe security role interaction with business units

Create and maintain users, create owner teams, describe owner teams and sharing, manage security roles for users and teams, differentiate owner teams and access teams, create access team templates, add access team sub-grids to forms

Identify entities for which field-level security is available, create field security profiles, define field permissions, add field permissions, assign field security profiles to users and teams

Enable entity-level auditing, enable field-level auditing

Describe entity customization concepts; create custom entities; configure display names, plural names and schema names; configure entity ownership; create custom activity entities; set primary fields

Configure entity properties including display areas, communication and collaboration options, fixed properties, data services options, Microsoft Outlook options, mobile options; modify custom entities; delete custom entities; identify dependencies

Describe field customization concepts, create fields, describe ways new fields can be created, delete custom fields

Identify field data types; identify field display formats; configure the requirement level field property; configure searchable, audit and field security field properties; identify properties that can be changed for existing fields

Configure local and global option sets, configure status and status reason fields, describe dependencies, create calculated fields, describe the purpose of rollup fields, create rollup fields

Identify different relationship types; describe one-to-many, many-to-many and manual many-to-many relationships; describe special many-to-many relationships such as marketing list members, queue items and follows; identify supported and unsupported relationships; identify cascading behaviors such as Assign, Share, Unshared, Re-Parent, Delete

Create entity relationships, map fields, manage connections and connection roles, work with relationship hierarchy visualization