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MB2-713 - Microsoft Dynamics CRM 2016 Sales

The MB2-713 exam is part of the CRM Core Certification. This exam measures your ability to work with Dynamics CRM 2016.

This certification exam is targeted for professional expert in Microsoft Dynamics CRM 2016 Customization and Configuration. The certification is for administrators, system engineers, and developers expert in configure and customize Dynamics CRM with one or more years of experience. This is a list of covered topics:

  • Manage Dynamics CRM sales management components and product catalog
  • Manage leads, sales order process and opportunities
  • Manage and Configure Dynamics CRM settings
  • Perform sales analysis managing metrics sales and goals
  • Configure collaboration with email and Office Suite integration
  • Understand the role of the product catalog and price lists

Reference: https://www.microsoft.com/en-us/learning/exam-mb2-713.aspx

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Microsoft MB2-713日本語 Exam Syllabus Topics:

SectionObjectives
Integrate Microsoft Dynamics CRM with Other Products- Configure Email Integration
  • 1. Email client integration
  • 2. Server profiles and mailbox configuration
  • 3. Dynamics CRM App for Outlook
  • 4. Folder tracking
  • 5. Synchronization options
  • 6. Server-side synchronization
- Configure Collaboration
  • 1. SharePoint documents
  • 2. SharePoint integration
  • 3. Yammer integration
  • 4. Office Groups integration
  • 5. Skype and Skype for Business integration
- Configure Office Productivity
  • 1. OneNote integration
  • 2. Power BI integration
  • 3. Data analysis with Power BI
  • 4. Office productivity tools
  • 5. Excel integration
Manage Metrics and Perform Sales Analysis- Manage Metrics and Goals
  • 1. Goal recalculation
  • 2. Parent and child goals
  • 3. Goal records
  • 4. Sales metrics
  • 5. Rollup queries
  • 6. Fiscal periods
- Perform Sales Analysis
  • 1. Charts and dashboards
  • 2. Export to Microsoft Excel
  • 3. Built-in reports
  • 4. Dashboard sharing
  • 5. Opportunity charts
  • 6. Advanced Find queries
  • 7. Microsoft Power BI dashboards
Manage Leads, Opportunities, and Sales- Manage Opportunities
  • 1. Create and manage opportunities
  • 2. Opportunity records
  • 3. Competitors on opportunities
  • 4. Resolution activities
  • 5. Contacts on opportunities
  • 6. Opportunity views
- Manage Leads
  • 1. Lead and opportunity records
  • 2. Lead-to-opportunity process flow
  • 3. Track leads
  • 4. Convert activities to leads
  • 5. Lead process form and process ribbon
- Manage the Sales Order Process
  • 1. Write-in products
  • 2. Orders
  • 3. Opportunity line items
  • 4. Alternate price lists
  • 5. Quotes
  • 6. Quote-to-order conversion
  • 7. Quote lifecycle
  • 8. Order-to-invoice conversion
  • 9. Invoices
Manage Microsoft Dynamics CRM Components and the Product Catalog- Manage the Product Catalog
  • 1. Product families and properties
  • 2. Products
  • 3. Hierarchical product charts
  • 4. Currencies
  • 5. Price lists
  • 6. Product bundles
  • 7. Product catalog and price lists
  • 8. Discount lists
  • 9. Unit groups
- Manage Dynamics CRM Sales Management Components
  • 1. Currency configurations
  • 2. Competitors
  • 3. Sales territories
  • 4. Sales literature
  • 5. Social engagement

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