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Microsoft MB2-717日本語 Exam Syllabus Topics:

SectionWeightObjectives
Manage the Sale Process25-30%- Manage product relationships
  • 1. Configure related products
  • 2. Manage product hierarchies and properties
- Manage business process flows
  • 1. Configure business process stages
  • 2. Manage territories and currencies
- Manage sales transactional records
  • 1. Create and manage orders and invoices
  • 2. Create and manage quotes
- Manage products by using the Product Catalog
  • 1. Manage products, families, and bundles
  • 2. Maintain price lists and discount lists
Create a Customer Organizational Structure20-25%- Manage sales literature and competitors
  • 1. Maintain sales literature repositories
  • 2. Track and analyze competitors
- Manage the sales process
  • 1. Create and maintain sales transactional records
  • 2. Track sales progression from lead to invoice
- Manage customer communication
  • 1. Generate and track leads
  • 2. Create and manage social engagement sources
- Manage customer records
  • 1. Manage accounts, contacts, and customers
  • 2. Create and maintain customer organizational structures
Manage Relationship and Sales Analysis10-15%- Manage relationship intelligence
  • 1. Track interactions and sales communications
  • 2. Configure Relationship Insights
- Manage relationship analysis
  • 1. Create actionable and productivity cards
  • 2. Use Relationship Assistant
- Integrate email with Dynamics 365 Sales
  • 1. Track email interactions
  • 2. Use Email Engagement and Auto Capture
- Manage sales analysis tools
  • 1. Export and analyze data with Excel
  • 2. Use Advanced Find and reports
Manage Leads and Opportunities15-20%- Utilize opportunity functionality
  • 1. Manage opportunity relationships and activities
  • 2. Close opportunities as won or lost
- Manage leads
  • 1. Reactivate or disqualify leads
  • 2. Track leads through the qualification process
- Identify and manage opportunities
  • 1. Create and assign opportunities
  • 2. Manage opportunity records and statuses
- Manage opportunity relationships
  • 1. Analyze lost opportunities
  • 2. Use opportunity views and reporting
Improve Sales Performance15-20%- Manage visual tools with Sales Analysis
  • 1. Create dashboards and charts
  • 2. Use templates and reporting tools
- Manage goals
  • 1. Track progress using goal hierarchies
  • 2. Create measurable goals and metrics

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