Exam MB7-846:

NAV 2009 Relationship Management

Published:June 30, 2009
Language(s):English
Audience(s):Information Workers
Technology:Microsoft Dynamics NAV 2009
Type:Proctored Exam

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

Take exam

Preparing for an Exam
This certification exam measures your ability to:
  • Understand the basic and advanced features of the Relationship Management functionality
  • Articulate key Relationship Management processes
  • Configure the Relationship Management module to perform relationship management operations effectively 
Exam Topics Covered
The following list includes the topic areas covered on this exam.
  • Relation Management Setup
  • Contacts
  • Interactions and Document Management
  • Campaigns and Segmentation
  • Task Management
  • Opportunity Management
  • Profiling and Classification
  • Multilanguage Salutation and Attachment
  • Quotation to Contacts and Document Logging
  • Outlook Synchronization
Audience Profile
Individuals wishing to obtain a certification on Microsoft Dynamics NAV 2009 Relationship Management should take this exam.
Credit Toward CertificationWhen you pass Exam MB7-846: NAV 2009 Relationship Management, you complete the requirements for the following certification(s):Exam MB7-846: NAV 2009 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.The higher the percentage, the more questions you are likely to see on that content area on the exam.

The information after “This objective may include but is not limited to” is intended to further define or scope the objective by describing the types of skills and topics that may be tested for the objective. However, it is not an exhaustive list of skills and topics that could be included on the exam for a given skill area. You may be tested on other skills and topics related to the objective that are not explicitly listed here.
Relation Management Setup (9%)
  • Marketing Setup window
  • Automatically recorded interactions
  • Synchronization with customers, vendors, and bank accounts
  • Duplicate search and e-mail logging
Contacts (11%)
  • Setting up contacts
  • The contact card
  • Creating contact companies
  • Creating contact persons
  • Searching for contacts
  • Synchronizing contacts with customers, vendors, and bank accounts
  • Exporting contacts
  • Searching for duplicates
  • Contact statistics and contact reports
Interactions and Document Management (11%)
  • Setting up interactions
  • Managing attachments to interaction templates
  • Using the Create Interaction wizard
  • Phone calls and e-mails
  • Automatically recorded interactions
  • Interaction statistics
Campaigns and Segmentation (13%)
  • Setting up campaigns
  • Creating segments
  • Creating interactions for segments
  • Creating segments by reusing logged segments and saved segment criteria
  • Campaign pricing and campaign statistics
Task Management (10%)
  • Setting up teams and activities
  • Creating to-dos
  • Recurring and delegating to-dos
  • Assigning activities
  • Modifying to-dos and converting team to-dos
  • Closing, canceling, and deleting to-dos
  • Sending e-mail meeting invitations
  • Viewing statistical information about to-dos
Opportunity Management (10%)
  • Setting up opportunities
  • Creating and updating opportunities
  • Creating to-dos, sales quotes, and orders for opportunities 
  • Closing and deleting opportunities 
  • Opportunity statistics 
Profiling and Classification (9%)
  • Profile questionnaires
  • Contact rating 
  • Entering contact profiles and adding contacts to segments using profile information 
  • Updating, testing, and printing profile questionnaires 
Multilanguage Salutation and Attachment (7%)
  • Setting up salutation formulas and assigning salutation codes to contacts
  • Creating interactions using salutation codes
  • Creating interactions using attachments 
Quotation to Contacts and Document Logging (7%)
  • Setting up customer templates 
  • Making a sales quote from the Opportunity List window 
  • Creating a sales quote in the Sales Quote window and converting it into a sales order 
  • Assigning a sales quote to an opportunity 
  • Saving and restoring a sales quote 
  • Logging, saving, and restoring a sales order 
Outlook Synchronization (13%)
  • Setting up Outlook Synchronization on the Microsoft Dynamics NAV side 
  • Outlook Synchronizationuser roles
  • Setting up Outlook Synchronization on the Microsoft Office Outlook side
  • The synchronization process
  • Troubleshooting
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.
Learning Plans and 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.
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: