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