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Exam Code: MB2-713
Exam Name: Microsoft Dynamics CRM 2016 Sales (MB2-713日本語版)
Certification Provider: Microsoft
Corresponding Certification: Microsoft Dynamics CRM
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Microsoft Dynamics CRM 2016 Sales Exam Certification Details:

Sample QuestionsMicrosoft Dynamics CRM 2016 Sales Sample Questions
Passing Score700 / 1000
Duration120 mins
Exam NameMicrosoft Certified Professional (MCP) - Microsoft Dynamics CRM 2016
Exam Price$165 (USD)
Number of Questions40-60
Schedule ExamPearson VUE
Exam CodeMB2-713
Books / Training80727: Sales Management in Microsoft Dynamics CRM 2016
80715: Office 365 Integration with Microsoft Dynamics CRM Online

Reference: https://www.microsoft.com/en-us/learning/exam-mb2-713.aspx

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Microsoft MB2-713 Exam Syllabus Topics:

TopicDetailsWeights
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%

MB2-713 - Microsoft Dynamics CRM 2016 Sales

The MB2-713 exam is part of the CRM Core Certification. This exam measures your ability to work with Dynamics CRM 2016.

This certification exam is targeted for professional expert in Microsoft Dynamics CRM 2016 Customization and Configuration. The certification is for administrators, system engineers, and developers expert in configure and customize Dynamics CRM with one or more years of experience. This is a list of covered topics:

  • Perform sales analysis managing metrics sales and goals
  • Manage Dynamics CRM sales management components and product catalog
  • Manage and Configure Dynamics CRM settings
  • Understand the role of the product catalog and price lists
  • Manage leads, sales order process and opportunities
  • Configure collaboration with email and Office Suite integration

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Microsoft MB2-713日本語 Exam Syllabus Topics:

SectionObjectives
Manage Microsoft Dynamics CRM Components and the Product Catalog- Manage the Product Catalog
  • 1. Product bundles
  • 2. Unit groups
  • 3. Hierarchical product charts
  • 4. Discount lists
  • 5. Product families and properties
  • 6. Price lists
  • 7. Currencies
  • 8. Products
  • 9. Product catalog and price lists
- Manage Dynamics CRM Sales Management Components
  • 1. Sales literature
  • 2. Sales territories
  • 3. Competitors
  • 4. Social engagement
  • 5. Currency configurations
Integrate Microsoft Dynamics CRM with Other Products- Configure Email Integration
  • 1. Server-side synchronization
  • 2. Email client integration
  • 3. Dynamics CRM App for Outlook
  • 4. Synchronization options
  • 5. Folder tracking
  • 6. Server profiles and mailbox configuration
- Configure Office Productivity
  • 1. OneNote integration
  • 2. Excel integration
  • 3. Power BI integration
  • 4. Data analysis with Power BI
  • 5. Office productivity tools
- Configure Collaboration
  • 1. Office Groups integration
  • 2. Yammer integration
  • 3. SharePoint integration
  • 4. Skype and Skype for Business integration
  • 5. SharePoint documents
Manage Leads, Opportunities, and Sales- Manage Opportunities
  • 1. Opportunity views
  • 2. Opportunity records
  • 3. Resolution activities
  • 4. Contacts on opportunities
  • 5. Create and manage opportunities
  • 6. Competitors on opportunities
- Manage Leads
  • 1. Convert activities to leads
  • 2. Lead and opportunity records
  • 3. Track leads
  • 4. Lead process form and process ribbon
  • 5. Lead-to-opportunity process flow
- Manage the Sales Order Process
  • 1. Quote lifecycle
  • 2. Order-to-invoice conversion
  • 3. Invoices
  • 4. Opportunity line items
  • 5. Alternate price lists
  • 6. Write-in products
  • 7. Quote-to-order conversion
  • 8. Orders
  • 9. Quotes
Manage Metrics and Perform Sales Analysis- Manage Metrics and Goals
  • 1. Fiscal periods
  • 2. Rollup queries
  • 3. Sales metrics
  • 4. Goal recalculation
  • 5. Goal records
  • 6. Parent and child goals
- Perform Sales Analysis
  • 1. Advanced Find queries
  • 2. Microsoft Power BI dashboards
  • 3. Built-in reports
  • 4. Dashboard sharing
  • 5. Charts and dashboards
  • 6. Opportunity charts
  • 7. Export to Microsoft Excel

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