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MB2-713日本語
  • Exam Code: MB2-713
  • Exam Name: Microsoft Dynamics CRM 2016 Sales (MB2-713日本語版)
  • Updated: Jul 16, 2026
  • No. of Questions: 95 Questions and Answers
  • Download Limit: Unlimited
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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:

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

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

Microsoft MB2-713 Exam Syllabus Topics:

TopicDetailsWeights
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%
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%
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%
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%

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High level topics covered by our practice test

This Web Simulator is for Candidates Consultants who sells and implements sales modules in Microsoft Dynamics CRM 2016. Candidates are usually sales operations managers, customer service managers, service schedulers, administrators, office managers, executives, and need a working knowledge of Dynamics CRM features and functionality.

The Web Simulator will also help candidates to understand better the Dynamics CRM features and functionality using Microsoft Dynamics CRM 2016 Customization and Configuration creatina background in the business process as well as Microsoft Office.

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Microsoft MB2-713日本語 Exam Syllabus Topics:

SectionObjectives
Manage Leads, Opportunities, and Sales- Manage the Sales Order Process
  • 1. Write-in products
  • 2. Quotes
  • 3. Alternate price lists
  • 4. Quote-to-order conversion
  • 5. Invoices
  • 6. Order-to-invoice conversion
  • 7. Quote lifecycle
  • 8. Orders
  • 9. Opportunity line items
- Manage Leads
  • 1. Lead and opportunity records
  • 2. Convert activities to leads
  • 3. Lead process form and process ribbon
  • 4. Lead-to-opportunity process flow
  • 5. Track leads
- Manage Opportunities
  • 1. Resolution activities
  • 2. Opportunity views
  • 3. Create and manage opportunities
  • 4. Opportunity records
  • 5. Competitors on opportunities
  • 6. Contacts on opportunities
Manage Metrics and Perform Sales Analysis- Perform Sales Analysis
  • 1. Dashboard sharing
  • 2. Opportunity charts
  • 3. Export to Microsoft Excel
  • 4. Microsoft Power BI dashboards
  • 5. Built-in reports
  • 6. Advanced Find queries
  • 7. Charts and dashboards
- Manage Metrics and Goals
  • 1. Sales metrics
  • 2. Goal recalculation
  • 3. Rollup queries
  • 4. Goal records
  • 5. Parent and child goals
  • 6. Fiscal periods
Manage Microsoft Dynamics CRM Components and the Product Catalog- Manage the Product Catalog
  • 1. Product bundles
  • 2. Products
  • 3. Product families and properties
  • 4. Unit groups
  • 5. Price lists
  • 6. Discount lists
  • 7. Hierarchical product charts
  • 8. Product catalog and price lists
  • 9. Currencies
- Manage Dynamics CRM Sales Management Components
  • 1. Sales territories
  • 2. Social engagement
  • 3. Competitors
  • 4. Sales literature
  • 5. Currency configurations
Integrate Microsoft Dynamics CRM with Other Products- Configure Collaboration
  • 1. Yammer integration
  • 2. SharePoint integration
  • 3. SharePoint documents
  • 4. Skype and Skype for Business integration
  • 5. Office Groups integration
- Configure Office Productivity
  • 1. Office productivity tools
  • 2. Excel integration
  • 3. Power BI integration
  • 4. OneNote integration
  • 5. Data analysis with Power BI
- Configure Email Integration
  • 1. Dynamics CRM App for Outlook
  • 2. Email client integration
  • 3. Folder tracking
  • 4. Server profiles and mailbox configuration
  • 5. Server-side synchronization
  • 6. Synchronization options

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