MB2-713 Microsoft Dynamics CRM 2016 Sales – Revision

I am about to start revising for the MB2-713 exam in Microsoft Dynamics CRM 2016 Sales Certification. I recently completed the MB2-714 Customer Service certification and published several blog posts containing my revision notes, I plan to take the same approach for the MB2-713 exam.

If you are interested in this certification, please check back often in the next couple of weeks.

MB2-713 covers all aspects of CRM relating to sales. Many of the areas covered will be common to previous certifications such as needing to understand leads, opportunities and the like.

But like the MB2-714 exam, this certification contains a few new topics. The most notable of which is integration with other Microsoft products. It seems there is a focus on linking CRM to other parts of the Microsoft stack including PowerBi, Excel, OneNote, SharePoint, Skype, Yammer, Office Groups. Plus, you’ll now need to understand social engagement.

Below is a summary of topics covered in the exam. I always find reviewing this in detail is a great start point. It is important to ensure you have a good appreciation of the exam scope before diving into revision mode.

So lots to look forward to! J

Manage Microsoft Dynamics CRM components and the product catalog

  • 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 catalog
    • Understand the role of the product catalog 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

  • 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 alternate 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

  • 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

  • Configure email integration
    • Configure email server synchronization; configure server settings, server profiles, and mailbox configurations; migrate to server-side synchronization; configure synchronization 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; analyze data with Power BI; visualize data with Excel and Power BI to create an immersive experience; configure OneNote integration; use OneNote with Dynamics CRM

2 thoughts on “MB2-713 Microsoft Dynamics CRM 2016 Sales – Revision

  1. Pingback: MB2-713 Certification (Microsoft Dynamics CRM 2016 Sales) – Revision Guide | Microsoft Dynamics CRM and Unified Service Desk

  2. Pingback: MB2-713 Certification (Microsoft Dynamics CRM 2016 Sales) – Revision Guide - Microsoft Dynamics CRM Community

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