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