NAV 2009 Relationship Management

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): Microsoft Certified Business Management Solutions Specialist Exam MB7-846: NAV 2009 Relationship Management: counts as credit toward the following certification(s): Microsoft Certified Business Management Solutions Professional - Applications for Microsoft Dynamics NAV

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.