Exam MB7-231:

Navision 4.0 Relationship Management

Published:March 01, 2005
Audience(s):Information Workers
Technology:Microsoft Dynamics NAV 4.0
Type:Proctored Exam

How To Get It: Schedule your exam through the following exam provider:

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About this Exam
This certification exam measures your ability to do the following:
  • Understand and articulate how to set up and use the relationship management module in Microsoft Dynamics NAV.
Time requirements and questions
  • 90 minutes to complete the exam
  • 40 questions, with a passing rate of 70 percent
  • Multiple choice and multiple answer questions
Audience Profile
Individuals who want to obtain a certification on Microsoft Business Solutions – Navision (now Microsoft Dynamics NAV) 4.0 Relationship Management should take this exam.
Additional skills recommended:
  • A minimum of three months of hands-on experience with Relationship Management in Microsoft Dynamics NAV 4.0
Credit Toward CertificationExam MB7-231: Navision 4.0 Relationship Management: counts as credit toward the following certification(s):
Note This preparation guide is subject to change at any time without prior notice and at the sole discretion of Microsoft. Microsoft exams might include adaptive testing technology and simulation items. Microsoft does not identify the format in which exams are presented. Please use this preparation guide to prepare for the exam, regardless of its format.
Skills Being MeasuredThis exam measures your ability to accomplish the technical tasks listed below.The percentages indicate the relative weight of each major topic area on the exam.
Setup Procedures (15 percent)
  • Automatically Recorded Interactions
  • Synchronization with Customers, Vendors, and Bank Accounts
  • Searching for Duplicates
  • E-Mail Logging
Contacts (15 percent)
  • Setting Up Contacts
  • Creating Contact Companies
  • Creating Contact Persons
  • Searching for Contacts
  • Searching for Duplicate Contacts
  • Synchronizing Contact with Customers, Vendors, and Bank Accounts
  • Exporting Contacts
  • Setting Up Customer Templates
  • Making a Sales Quote from the Opportunity List Window
  • Making a Sales Quote from the Sales Quote Window
  • Assigning a Sales Quote to an Opportunity
Interaction and Document Management (17.5 percent)
  • Setting Up Interactions
  • Phone Calls and E-Mails
  • Automatically Recorded Interactions
  • Canceling and Deleting Interaction Log Entries
  • Saving a Sales Quote
  • Restoring a Sales Quote or Order
  • Logging and Saving a Version of a Sales Order
  • Restoring a Sales Order
Campaigns and Segmentation (12.5 percent)
  • Setting Up and Creating Campaigns
  • Creating Segments
  • Creating Interactions for Segments
  • Campaign Pricing
Outlook Integration and Task Management (20 percent)
  • Setting Up Teams and Activities
  • Crating and Modifying To-Dos
  • Assigning Activities
  • Converting Team To-Dos
  • Sending E-Mail Meeting Invitations
  • Closing, Canceling, and Deleting To-Dos
  • Setting Up Outlook Integration
  • Synchronizing Contacts, Salespeople, and To-Dos
  • Viewing Outlook Items from Microsoft Dynamics NAV and NAV Records from Outlook
  • Synchronizing Batch Jobs
Other Topics (20 percent)
  • Setting Up and Creating Opportunities
  • Creating To-Dos for Opportunities
  • Creating Sales Quotes and Orders for Opportunities
  • Closing and Deleting Opportunities
  • Profile Questionnaires
  • Contact Rating
  • Creating Segments Using Profile Information
  • Updating Profile Questionnaires
  • Creating Salutation Formulas
  • Assigning Salutation Code to the Contact
  • Creating Interaction Using Salutation Code
  • Creating an Interaction Using a Segment Including Logging of the Segment
Preparation Tools and ResourcesTo help you prepare for this exam, Microsoft Learning recommends that you have hands-on experience with the product and that you use the following training resources. These training resources do not necessarily cover all of the topics listed in the "Skills Measured" tab.
Classroom Training There is no classroom training currently available.
Microsoft E-Learning There is no Microsoft E-Learning training currently available.
Microsoft Press Books There are no Microsoft Press books currently available.
Practice Tests There are no practice tests currently available.
Microsoft Online Resources
  • Online Help within the Microsoft Dynamics NAV 4.0 product
  • MSDN: The Microsoft Developer Network (MSDN) is a reference for developers that features code samples, technical articles, newsgroups, chats, and more.
  • Training and certification newsgroups: There is a newsgroup for every Microsoft certification. By participating in the ongoing dialogue, you take advantage of a unique opportunity to exchange ideas with and ask questions of others, including more than 750 Microsoft Most Valuable Professionals (MVPs) worldwide.
Have Questions? For advice about training and certification, connect with peers: For questions about a specific certification, chat with a Microsoft Certified Professional (MCP): To find out about recommended blogs, Web sites, and upcoming Live Meetings on popular topics, visit our community site: