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Microsoft MB7-846 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Setup Relationship Management | 9% | - Automatic communication recording - Linking to customers, vendors, bank accounts - Marketing setup - Duplicate search and email classification |
| Topic 2: Integration and Reporting | 11% | - Export and analyze data - Use relationship management reports - Link with sales, purchase, and service modules |
| Topic 3: Address Book Management | 11% | - Configure address book - Search and merge duplicate contacts - Create company and person contacts - Export contact lists and reports |
| Topic 4: Opportunity Management | 13% | - Forecast and estimate sales - Generate opportunity reports - Create and track opportunities - Manage sales cycles and stages |
| Topic 5: Organize Communications and Documents | 11% | - Manage attachments and interaction templates - Track emails, calls, and automatic logging - Use interaction wizard - Build relationships |
| Topic 6: Promotions and Segments | 13% | - Define and manage segments - Process and reuse saved segment criteria - Generate communications for segments - Create and configure promotions |
| Topic 7: Task Management | 10% | - Close, cancel, or delete tasks - Set up teams and responsibilities - Create, assign, and schedule tasks - Transfer and update tasks |
| Topic 8: Campaign Management | 12% | - Analyze campaign effectiveness - Plan and launch campaigns - Assign targets and segments - Track campaign responses |
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