Exam Topics
Skills Being Measured:
This 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. 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 Resources:
To 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. Classroom Training:
- 50223A: Relationship Management in Microsoft Dynamics NAV 2009 (2 Days)
Microsoft E-Learning:
- There is no Microsoft E-Learning training currently available.
Exam Specifics
About this 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 Certification
When 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
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