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Exam
MB2-713

Microsoft Dynamics CRM

  • Published:
    22 January 2016
  • Languages:
    English, Chinese (Simplified), French, German, Japanese, Spanish
  • Audiences:
    Information workers
  • Technology:
    Microsoft Dynamics CRM
  • Credit towards certification:
    MCP

Microsoft Dynamics CRM 2016 Sales

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Skills measured

This exam measures your ability to accomplish the technical tasks listed below. The percentages indicate the relative weight of each major topic area in the exam. The higher the percentage, the more questions you are likely to see on that content area in the exam. View video tutorials about the variety of question types on Microsoft exams.

Please note that the questions may test on, but will not be limited to, the topics described in the bulleted text.

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Manage Microsoft Dynamics CRM components and the product catalogue (24%)
  • Manage Dynamics CRM sales management components
    • Understand different record types; create, maintain and use sales literature; create, maintain and use competitors; understand sales territories; manage currency configurations; understand social engagement
  • Manage the product catalogue
    • Understand the role of the product catalogue and price lists; manage unit groups; manage products; manage price lists; manage discount lists; manage currencies; create product families and properties; manage product bundles; view products in hierarchical charts
Manage leads, opportunities and sales (30%)
  • Manage leads
    • Understand the role of lead and opportunity records; understand the lead to the opportunity process flow; use the lead to the opportunity process form and the process ribbon; track leads; convert activity records to leads
  • Manage opportunities
    • Create and manage opportunities; manage opportunity records; connect competitors to opportunities; view resolution activities; work with opportunities from views; add a contact to an opportunity
  • Manage the sales order process
    • Add line items to opportunities; create and add write-in products and opportunities; select alternative price lists for opportunities; understand the process of the quotes life cycle; manage quotes; work with orders; work with invoices; convert quotes to orders and convert orders to invoices
Manage metrics and perform sales analysis (23%)
  • Manage metrics and goals
    • Configure sales metrics; configure fiscal periods; create and assign goal records; define parent and child records; create and recalculate parent and child goal records; create rollup queries
  • Perform sales analysis
    • Use built-in reports; export sales information to Microsoft Excel; work with charts and dashboards; work with system charts from an opportunity list; create dashboards; share dashboards and charts; perform advanced find queries; work with Microsoft Power BI dashboards
Integrate Microsoft Dynamics CRM with other products (22%)
  • Configure email integration
    • Configure email server synchronisation; configure server settings, server profiles and mailbox configurations; migrate to server-side synchronisation; configure synchronisation options; configure email client integration; use folder tracking; use the Dynamics CRM app for Outlook
  • Configure collaboration
    • Configure Microsoft SharePoint integration; set up SharePoint documents; use SharePoint documents; use Skype and Skype for Business with Dynamics CRM; use Microsoft Yammer with Dynamics CRM; use Office Groups with Dynamics CRM
  • Configure Office productivity
    • Work with Excel; export to Excel; work with Power BI; analyse data with Power BI; visualise data with Excel and Power BI to create an immersive experience; configure OneNote integration; use OneNote with Dynamics CRM

Preparation options

Self-paced training

Online learning through the Microsoft Dynamics Learning Portal (DLP) is available to Microsoft Dynamics Partners who have purchased a training pack. If you haven’t purchased a training pack, sign in to PartnerSource and view the training pack details page. Find out how to gain access to the DLP site.

This DLP course covers content for Exam MB2-7.

80727: Sales Management in Microsoft Dynamics CRM 2016

80715: Office 365 Integration with Microsoft Dynamics CRM Online

This course describes the techniques required to customise Microsoft Dynamics CRM to meet the specialised needs of businesses. The topics covered include security, creation and configuration of entities, design of forms views and charts, auditing and solutions. The course describes how each topic relates to the other topics to produce a fully configured, effective solution.

Customers on a service plan can access online learning from CustomerSource. Please contact mlxsupp@microsoft.com if you have questions.

Who should take this exam?

Individuals wishing to obtain a certification in Dynamics CRM 2016 Sales should take this exam. The primary audience is a partner who sells and implements sales modules in Microsoft Dynamics CRM 2016. This audience typically includes sales operation managers, customer service managers, service schedulers, administrators, office managers, executives and consultants who want to demonstrate a foundational understanding of the application functionality. The exam is appropriate for those who are new to Dynamics CRM, yet have a background in the business process as well as Microsoft Office.

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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. To help you prepare for this exam, Microsoft recommends that you have hands-on experience with the product and that you use the specified training resources. These training resources do not necessarily cover all of the topics listed in the "Skills measured" section.