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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:
- Understand the role of the product catalog and price lists
- Manage and Configure Dynamics CRM settings
- Manage leads, sales order process and opportunities
- Perform sales analysis managing metrics sales and goals
- Configure collaboration with email and Office Suite integration
- Manage Dynamics CRM sales management components and product catalog
Reference: https://www.microsoft.com/en-us/learning/exam-mb2-713.aspx
Microsoft MB2-713 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Integrate and Configure Sales Components | 25% | - Sales literature and social engagement - Customize sales processes and forms - Integration with Office 365 and Outlook - Security roles and access for sales teams |
| Topic 2: Manage the Product Catalog | 25% | - Product families, properties, and bundles - Unit groups and currencies - Price lists and discount lists - Write-in products and price adjustments |
| Topic 3: Manage Sales Metrics and Analysis | 20% | - Sales dashboards and reports - Sales goals and rollup queries - Sales performance tracking |
| Topic 4: Manage Leads, Opportunities, and Sales Processes | 30% | - Competitor and sales territory management - Opportunity creation and management - Lead management and conversion - Quote, order, and invoice lifecycle |




