Microsoft Dynamics CRM 2016 Sales Exam Certification Details:
Reference: https://www.microsoft.com/en-us/learning/exam-mb2-713.aspx
Microsoft MB2-713 Exam Syllabus Topics:
| Topic | Details | Weights |
|---|
| Create and manage Microsoft Dynamics CRM solutions, forms, views, and visualizations | Create and manage Dynamics CRM solutions -Understand solution components; identify solution types; create managed and unmanaged solutions; configure publishers and versions; work with multiple solutions; import and export solutions Customize Dynamics CRM forms -Understand the form structure; build a form; use specialized form components; use access teams and sub-grids; work with navigation; understand form types; use multiple forms; implement form customizations and mobile clients Implement Dynamics CRM views and visualizations -Understand view types; manage system, public, and personal views; create, modify, and delete views; customize views; customize charts; customize dashboards; use themes | 24% |
| Configure Microsoft Dynamics CRM | Configure Dynamics CRM settings -Configure auditing, document management, and collaboration; configure business units; perform user management; configure email; manage teams Manage Dynamics CRM security -Understand security roles; define permissions and privileges; configure access levels; configure security roles; assign security roles; work with multiple security roles; manage access; manage security hierarchy | 25% |
| Implement business rules, workflows, and business process flows | Implement and manage business rules -Understand when to use business rules; understand business rule scopes; understand how business rules are triggered; configure business rules, conditions, and actions Implement and manage workflows, dialogs, and custom actions -Implement workflows; identify workflow types; implement dialogs and custom actions; identify when to use business process flows, workflow dialogs, and custom actions Implement and manage business process flows -Understand business process flows; enable business process flows; work with steps, stages, and categories; work with multiple entities; use conditional branching; implement role-driven business process flows | 24% |
| Manage and implement Microsoft Dynamics CRM entities, entity relationships, and fields | Manage Dynamics CRM entities -Manage entity ownership; manage entity properties; understand system and custom entities Configure field customizations -Understand and configure fields; configure field properties; use calculated fields; use rollup fields; configure global option sets; create alternate keys; configure field-level security; understand status and status reasons Implement entity relationships -Understand relationship types; understand cascading rules; work with hierarchical data; understand and configure entity mapping; create connections and connection roles | 27% |
High level topics covered by our practice test
This Web Simulator is for Candidates Consultants who sells and implements sales modules in Microsoft Dynamics CRM 2016. Candidates are usually sales operations managers, customer service managers, service schedulers, administrators, office managers, executives, and need a working knowledge of Dynamics CRM features and functionality.
The Web Simulator will also help candidates to understand better the Dynamics CRM features and functionality using Microsoft Dynamics CRM 2016 Customization and Configuration creatina background in the business process as well as Microsoft Office.
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Microsoft MB2-713日本語 Exam Syllabus Topics:
| Section | Objectives |
| Topic 1: Manage Microsoft Dynamics CRM Components and the Product Catalog | - Manage the Product Catalog
- 1. Product bundles
- 2. Hierarchical product charts
- 3. Products
- 4. Discount lists
- 5. Currencies
- 6. Price lists
- 7. Product families and properties
- 8. Product catalog and price lists
- 9. Unit groups
- Manage Dynamics CRM Sales Management Components
- 1. Sales literature
- 2. Sales territories
- 3. Currency configurations
- 4. Social engagement
- 5. Competitors
|
| Topic 2: Manage Metrics and Perform Sales Analysis | - Perform Sales Analysis
- 1. Microsoft Power BI dashboards
- 2. Built-in reports
- 3. Opportunity charts
- 4. Advanced Find queries
- 5. Charts and dashboards
- 6. Export to Microsoft Excel
- 7. Dashboard sharing
- Manage Metrics and Goals
- 1. Fiscal periods
- 2. Rollup queries
- 3. Goal records
- 4. Sales metrics
- 5. Goal recalculation
- 6. Parent and child goals
|
| Topic 3: Integrate Microsoft Dynamics CRM with Other Products | - Configure Office Productivity
- 1. Office productivity tools
- 2. Data analysis with Power BI
- 3. Excel integration
- 4. Power BI integration
- 5. OneNote integration
- Configure Email Integration
- 1. Dynamics CRM App for Outlook
- 2. Folder tracking
- 3. Server profiles and mailbox configuration
- 4. Synchronization options
- 5. Email client integration
- 6. Server-side synchronization
- Configure Collaboration
- 1. Office Groups integration
- 2. SharePoint integration
- 3. SharePoint documents
- 4. Skype and Skype for Business integration
- 5. Yammer integration
|
| Topic 4: Manage Leads, Opportunities, and Sales | - Manage Leads
- 1. Track leads
- 2. Lead and opportunity records
- 3. Convert activities to leads
- 4. Lead process form and process ribbon
- 5. Lead-to-opportunity process flow
- Manage the Sales Order Process
- 1. Quote lifecycle
- 2. Write-in products
- 3. Orders
- 4. Quote-to-order conversion
- 5. Invoices
- 6. Alternate price lists
- 7. Quotes
- 8. Opportunity line items
- 9. Order-to-invoice conversion
- Manage Opportunities
- 1. Opportunity records
- 2. Opportunity views
- 3. Resolution activities
- 4. Competitors on opportunities
- 5. Contacts on opportunities
- 6. Create and manage opportunities
|