I have been completing a series of posts as I revise for the MB2-713 certification Sales. Here is a collection of links to all of these posts. I hope these might help anyone preparing for the MB2-713 exam, as together they should provide a complete revision guide.
Revision Notes (Introduction)
Manage Microsoft Dynamics CRM components and the product catalog
Skills Measured
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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
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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
Revision Notes
- Sales Literature
- Competitors
- Sales Territories
- Currencies
- Social Engagement Introduction
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Product Catalog
Manage leads, opportunities, and sales
Skills Measured
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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
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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
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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
Revision Notes
- Business Process Flows
- Competitors
- Lead Management
- Opportunity Management
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Order Processing
- Line Items (Including write-in products)
- Quotes
- Orders
- Invoices
Manage metrics and perform sales analysis
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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
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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
Revision Notes
- Goals
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Sales Analysis
Integrate Microsoft Dynamics CRM with other products
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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
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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
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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
Revision Notes
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Configure email
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Collaboration
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Office Productivity
Hopefully this post will have been a useful aid in you preparation for the MB2-713 exam.
I have stated many times in these posts that getting hands-on time with the product is important. Now I have passed the exam I stress again that hands-on experience is very important.
If you are taking the exam soon, good luck.
NEIL PARKHURST 
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