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