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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:

  • Perform sales analysis managing metrics sales and goals
  • Configure collaboration with email and Office Suite integration
  • Manage and Configure Dynamics CRM settings
  • Manage leads, sales order process and opportunities
  • Manage Dynamics CRM sales management components and product catalog
  • Understand the role of the product catalog and price lists

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Microsoft MB2-713 Exam Syllabus Topics:

TopicDetailsWeights
Manage and implement Microsoft Dynamics CRM entities, entity relationships, and fields

Manage Dynamics CRM entities
-Manage entity ownership; manage entity properties; understand system and custom entities

Configure field customizations
-Understand and configure fields; configure field properties; use calculated fields; use rollup fields; configure global option sets; create alternate keys; configure field-level security; understand status and status reasons

Implement entity relationships
-Understand relationship types; understand cascading rules; work with hierarchical data; understand and configure entity mapping; create connections and connection roles

27%
Create and manage Microsoft Dynamics CRM solutions, forms, views, and visualizations

Create and manage Dynamics CRM solutions
-Understand solution components; identify solution types; create managed and unmanaged solutions; configure publishers and versions; work with multiple solutions; import and export solutions

Customize Dynamics CRM forms
-Understand the form structure; build a form; use specialized form components; use access teams and sub-grids; work with navigation; understand form types; use multiple forms; implement form customizations and mobile clients

Implement Dynamics CRM views and visualizations
-Understand view types; manage system, public, and personal views; create, modify, and delete views; customize views; customize charts; customize dashboards; use themes

24%
Configure Microsoft Dynamics CRM

Configure Dynamics CRM settings
-Configure auditing, document management, and collaboration; configure business units; perform user management; configure email; manage teams

Manage Dynamics CRM security
-Understand security roles; define permissions and privileges; configure access levels; configure security roles; assign security roles; work with multiple security roles; manage access; manage security hierarchy

25%
Implement business rules, workflows, and business process flows

Implement and manage business rules
-Understand when to use business rules; understand business rule scopes; understand how business rules are triggered; configure business rules, conditions, and actions

Implement and manage workflows, dialogs, and custom actions
-Implement workflows; identify workflow types; implement dialogs and custom actions; identify when to use business process flows, workflow dialogs, and custom actions

Implement and manage business process flows
-Understand business process flows; enable business process flows; work with steps, stages, and categories; work with multiple entities; use conditional branching; implement role-driven business process flows

24%

Reference: https://www.microsoft.com/en-us/learning/exam-mb2-713.aspx

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