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