Preparation Guide for Exam #MB7-231
Microsoft Business Solutions – Navision 4.0 Relationship Management
Updated: October 22, 2007
Exam topics covered
The following list includes the topic areas covered on this exam. The percentage indicates the portion of the exam that addresses a particular skill.
• Setup Procedures (15 percent)
Automatically Recorded Interactions
Synchronization with Customers, Vendors, and Bank Accounts
Searching for Duplicates
E-Mail Logging
• Contacts (15 percent)
Setting Up Contacts
Creating Contact Companies
Creating Contact Persons
Searching for Contacts
Searching for Duplicate Contacts
Synchronizing Contact with Customers, Vendors, and Bank Accounts
Exporting Contacts
Setting Up Customer Templates
Making a Sales Quote from the Opportunity List Window
Making a Sales Quote from the Sales Quote Window
Assigning a Sales Quote to an Opportunity
• Interaction and Document Management (17.5 percent)
Setting Up Interactions
Phone Calls and E-Mails
Automatically Recorded Interactions
Canceling and Deleting Interaction Log Entries
Saving a Sales Quote
Restoring a Sales Quote or Order
Logging and Saving a Version of a Sales Order
Restoring a Sales Order
• Campaigns and Segmentation (12.5 percent)
Setting Up and Creating Campaigns
Creating Segments
Creating Interactions for Segments
Campaign Pricing
• Outlook Integration and Task Management (20 percent)
Setting Up Teams and Activities
Crating and Modifying To-Dos
Assigning Activities
Converting Team To-Dos
Sending E-Mail Meeting Invitations
Closing, Canceling, and Deleting To-Dos
Setting Up Outlook Integration
Synchronizing Contacts, Salespeople, and To-Dos
Viewing Outlook Items from Microsoft Dynamics NAV and NAV Records from Outlook
Synchronizing Batch Jobs
• Other Topics (20 percent)
Setting Up and Creating Opportunities
Creating To-Dos for Opportunities
Creating Sales Quotes and Orders for Opportunities
Closing and Deleting Opportunities
Profile Questionnaires
Contact Rating
Creating Segments Using Profile Information
Updating Profile Questionnaires
Creating Salutation Formulas
Assigning Salutation Code to the Contact
Creating Interaction Using Salutation Code
Creating an Interaction Using a Segment Including Logging of the Segment
Audience profile
Individuals who want to obtain a certification on Microsoft Business Solutions – Navision (now Microsoft Dynamics NAV) 4.0 Relationship Management should take this exam.
Credit toward certification
When you pass this exam, you earn credit toward the following certifications:
• Microsoft Certified Business Management Solutions Specialist
• Microsoft Certified Business Management Solutions Professional – Applications for Microsoft Dynamics NAV
Preparation tools and resources
In addition to your hands-on experience working with the product, we highly recommend that you use the following tools and training to help you prepare for this exam.
Training materials for this exam
Training materials for Microsoft Dynamics can be ordered through your local partner.
• Microsoft Business Solutions – Navision 4.0 Relationship Management
Classroom training for this exam
• Course 8363: Microsoft Business Solutions – Navision 4.0 Relationship Management
Supplemental learning resources
• Online Help within the Microsoft Dynamics NAV 4.0 product
Additional skills recommended
• A minimum of three months of hands-on experience with Relationship Management in Microsoft Dynamics NAV 4.0
Microsoft online resources
• MSDN: The Microsoft Developer Network (MSDN) is a reference for developers that features code samples, technical articles, newsgroups, chats, and more.
• Training and certification newsgroups: There is a newsgroup for every Microsoft certification. By participating in the ongoing dialogue, you take advantage of a unique opportunity to exchange ideas with and ask questions of others, including more than 750 Microsoft Most Valuable Professionals (MVPs) worldwide.
Skills being measured
This certification exam measures your ability to do the following:
• Understand and articulate how to set up and use the relationship management module in Microsoft Dynamics NAV.
Exam specifics
Time requirements and questions
• 90 minutes to complete the exam
• 40 questions, with a passing rate of 70 percent
• Multiple choice and multiple answer questions
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