Tips on Passing the Dynamics CRM 4.0 Customization and Configuration. Exam #MB2-631

I thought I would describe how I studying and passed the Microsoft customizations and configuration exam.  I’m not saying this is the best method but it is a method.  Firstly I would say that studying for the exam is a good way to learn CRM if you don’t know it and learn other parts of CRM that you haven’t used before.  The goal of this is to increase your knowledge in CRM and get a certification to show everyone (especially whoever is doing your review)

The first thing you want to do is know the criteria for the exam, this helps see what you need to study and highlight parts of the exam you have no idea about and will need to read about.

It’s important when studying for a certification that you know what is going to be in the exam. You also need to know what areas are covered and what areas you will need to spend more time and the areas you can spend less time on.


We can see from below what areas in the exam will have the most questions on

Customizing Entities and Attributes – 32%

Configuring Your Deployment – 28%

Customizing Relationships and Mappings– 20%

Customizing Forms and Views – 12%

Maintaining Organizations– 8%


These areas are also a good way to organise your studying, especially looking the more detailed list of topics you will be studied on below

This information also tells you need 70 percent pass mark, that means you can get 15 questions wrong out of 50

Microsoft Dynamics CRM 4.0 Customization and Configuration Certification Exam (Prometric Exam # MB2-631) Preparation Guide
Target Audience
Individuals wishing to obtain a certification on Microsoft Dynamics CRM 4.0 Customization and Configuration should


take this exam.
Exam Specifics
Skills Being Measured:
This certification exam measures your ability to understand and articulate how to configure the application’s organizational settings and customize the application using its built-in customization tools.
Time Requirements & Questions:
· 100 minutes to complete the exam
· 50 questions with a passing rate of 70%
· Multiple Choice and Multiple Answer questions
Exam Topics
Configuring Your Deployment – 28%
· Configuring Business Units
· Configuring Security
· Configuring Users and Teams
· Configuring Organizational Settings
· Configuring Multi-User Interface Language Packs
· Configuring Currency Exchange Rates
Customizing Forms and Views – 12%
· Customizing Forms
· Customizing Views
· Publishing Forms and View Changes
Customizing Entities and Attributes – 32%
· Maintaining Custom Attributes
· Maintaining Custom Entities
· Maintaining Custom Entity Icons
· Renaming Entities
· Translating Customized Entity Labels

Customizing Relationships and Mappings– 20%
· Relationship Concepts
· 1:N Relationship Behavior
· Creating 1:N Relationships
· Creating N:N Relationships
· Entity Mappings
Maintaining Organizations– 8%
· Core Concepts – Multi-tenancy and the Configuration DB
· Managing Additional Organizations
· Importing Organizations
· Maintaining Servers and Licenses


Practise Exams

Practising the exam is important.  It gets you use to the type of questions you will face in the real exam; it’s also a good indicator of what you do and don’t know.  I would try the practise question, says 10 or 20 question, run through these as many times a week as you can.  10 questions will only take 3-5 minutes and 3 times a week is only 15 minutes.

The way I did this was to see the answer to each question after I answered it or you could use the questions are also a good jumping off point to go into the practise CRM applications and investigate parts of CRM.  Go into CRM and do what the question is asking you and see if you can work out the answer and understand why.

Course ware

These provide a detailed description of all the areas that will be covered in the exam.  Basically each chapter is one separate section in the exam.  So reading these will help you understand theoretically how the separate parts work.  It’s a good idea to go into CRM and try out the theory in a practical way as well, this will help reinforce the information for the exam and help you learn CRM.


Set Yourself a Deadline

The final piece of the puzzle is setting yourself a deadline for when you want to take the certification.  If you don’t set yourself a deadline then you will amble on and not really push yourself to learn CRM or learn the topics needed to pass this certification.  I would say a 2/3 month deadline is a good one.  You can then work out how fast you need to work through the courseware/powerpoint slides so that you are on track to have read all course information and have a few weeks to revise before the exam

We also have the practise exam so you will also know if you are ready to take the exam because you will be getting near 90 percent on the practise exams.

Create a Plan to Pass the Exam

Set yourself a goal

Set yourself the goal of passing the Customization and Configuration certification


Knowing when you want to do this by.

The Detailed Plan

Creating a plan to do it (e.g. read the course ware by a certain date, do the practise exam a number of times a week)

Do it

Execute the plan


I appreciate this is the method I used and you might have your own method.  In the end I think you need to create some kind of a plan to pass the exam.



3 thoughts on “Tips on Passing the Dynamics CRM 4.0 Customization and Configuration. Exam #MB2-631

  1. Fiona May 11, 2011 / 11:36 pm


    Thanks very much for the advice, it sounds like a good study plan. Only problem I have is that I can’t seem to find a practice exam – I thought they don’t exist for this course. Could you confirm where you got your from please?

    Thanks a million,


  2. Nagelpilz Hausmittel July 17, 2013 / 7:57 am

    I am truly delighted to glance at this website
    posts which carries plenty of valuable data, thanks for providing these kinds of data.


Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.