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According to this source, Exam MB7-701 Microsoft Dynamics NAV 2013 Core Setup and Finance has been retired.
Exam MB2-713: Microsoft Dynamics CRM 2016 Sales was authored on January 22, 2016 and is still in effect according to this source and as of September 28 2018 is still active, although we recommend the newer exam MB2-717 Dynamics 365 for Sales (although mb2-713 and mb2-717 are on the topic of Dynamics 365 CRM Training rather than Dynamics 365 NAV Training)
Published: January 4, 2013
Languages: English, French, German, Spanish, Turkish
Technology: Microsoft Dynamics NAV 2013
Credit toward certification: MCP, MCTS
Microsoft Dynamics NAV 2013 Core Setup and Finance
This exam has been retired
For currently available options, please see the Microsoft Certification exam list.
Set up the Microsoft Dynamics NAV environment (21%)
Perform user personalization
Customize the ribbon and navigation pane; choose columns on List pages; add and remove a FactBox from the FactBox pane; add and remove FastTabs on pages; customize charts; customize parts on the Role Center page; change the profile and Role Center
Perform basic functions
Use keyboard shortcuts; enter and edit information; add OneNote to a record; add notes and links to records; send pages to Word and Excel; send pages as email attachments; print reports and documents; sort and search information; use FactBoxes; post documents
Configure master data for sales and purchase processes
Add general ledger (G/L) account cards; add chart of accounts pages; add customers and vendors; add item cards
Create and process sales and purchase orders
Create and process purchase orders; receive multiple purchase orders; create purchase invoices by using the Get Receipt Lines function; create sales quotes; convert quotes to sales orders; process sales orders
How to: Disable or enable personalization
Set up the chart of accounts
How to: Create purchase orders manually
Set up an application (21%)
Manage user rights and profiles
Set up authentication; set up user rights; create permission sets; apply security filters; describe the setup of users and user profiles
Set up number series and trail codes
Set up and assign number series and number series relationships; assign customer numbers in the Sales & Receivables Setup window; set up source codes and reason codes; navigate the audit trail
Set up general journal templates and batches
Describe general journal template fields and batch fields; create general journal templates; open general journal batches from a general journal
Set up posting groups
Set up and assign specific posting groups, including customer, vendor, inventory and bank account posting groups; set up and assign general posting groups; set up and assign value added tax (VAT) posting groups; post and review sales transactions
Set up dimensions
Set up and use dimensions and dimension values; describe dimension combinations, default dimensions, account type default dimensions, default dimension priority, and conflicting default dimensions
Set up and manage document approvals
Set up document approvals; set up the notification system; set up and use a sales document approval system
Create number series
Set up general journals
How to: Set up dimensions and dimension values
Configure fixed assets (14%)
Set up fixed asset components
Set up fixed asset posting groups; set up depreciation books; set up fixed asset pages; set up main assets and asset components; record open transactions; make duplicate entries; copy fixed assets and fixed asset ledger entries
Set up fixed asset transactions
Describe journals for fixed assets; describe the purchase of fixed assets; calculate and post depreciation; describe write-down and appreciation of fixed assets, fixed asset disposals, correction of entries, documenting and budgeting fixed asset transactions, fixed asset reports, cost-accounting depreciation, indexation, and minor assets
Set up reclassification, maintenance, and insurance of fixed assets
Set up asset transfer; set up partial disposal of an asset; combine assets; set up maintenance information; set up maintenance registration and costs; set up maintenance cost reporting; set up insurance information; assign assets to insurance policies; monitor insurance coverage; update insurance information; describe index insurances
Set up fixed assets
Maintain fixed assets
Insure fixed assets
Manage finance essentials (24%)
Set up business processes
Set up the general ledger; set up accounting periods; use the G/L account card ribbon; use the chart of accounts page
Set up general journals
Create and post journal entries; create standard journals; process recurring journals; process reversals and corrections
Set up cash management
Set up bank accounts; create customer and vendor accounts; set up cash receipt and payment journals; suggest vendor payments; print and post payables checks; void checks; apply payments; unapply customer and vendor ledger entries; reverse posted journals; describe bank reconciliation
Manage receivables and payables
Set up and process sales and purchase payment discounts; set up and process payment and payment discount tolerances; review posted payment discount tolerances and payment tolerance entries; review customer and vendor statistics; set up and assign reminder terms; create and issue reminders; set up and assign finance charge terms; create and issue finance charge memos; calculate interest on reminders; set up Intrastat journals; prepare Intrastat reports
Describe VAT calculation types; display VAT amounts in sales and purchase documents; adjust VAT amounts in sales and purchase documents and journals; describe unrealized VAT, VAT statements, and VAT settlement; set up the VAT rate change tool; perform VAT rate conversions
Set up prepayments
Set up general posting groups; set up unrealized VAT for prepayments; set up number series for prepayment documents; set up prepayment percentages for customers and vendors; set up prepayment verification; set up prepayment processing flows; set up and process prepayment sales and purchase orders; correct prepayments
Set up year-end closing processes
Close a fiscal year; transfer income statement account balances; post journals
Configure finance processes
Walk through: Setting up and invoicing prepayments
Manage advanced finance (20%)
Manage multiple currencies
Set up currency pages and currency exchange rates; set up multiple currencies for customers, vendors, and bank accounts; process sales and purchase documents; process cash receipts; process payments; adjust exchange rates for customers, vendors, and bank accounts; set up and use additional reporting currencies; adjust exchange rates for G/L accounts; display the exchange rate adjustment register
Set up G/L budgets; set up budget pages; create budgets manually; copy budgets; export and import budgets
Manage cost accounting
Explain a cost accounting workflow; set up cost accounting; describe cost entries, cost budgets, cost allocation, cost accounting history, and reporting
Manage cash flow forecast
Set up and create cash flow forecasts; describe cash flow forecast reporting
Manage financial reporting and analysis
Analyze the chart of accounts; describe account schedules; describe analysis by dimensions; export analysis views to Excel; describe dimension-based reports; combine analysis views with account schedules; describe financial performance charts
Manage project budgets
Manage cash flow forecasts
Create analysis views and reports
Who should take this exam?
This exam is designed for individuals who plan to use core setup and finance features in Microsoft Dynamics NAV 2013. They typically are sales consultants, implementation consultants, and Microsoft Dynamics NAV 2013 users who are in the finance industries. Candidates should also have a basic knowledge of setup and configuration procedures for Microsoft Dynamics NAV 2013, Microsoft Dynamics NAV 2013 features and functionalities, and accounting rules and practices.
Microsoft Dynamics CRM 2016 for Sales Certification Training
Published: January 22, 2016
Languages: English, Chinese (Simplified), French, German, Japanese, Spanish
Technology: Microsoft Dynamics CRM
Credit toward certification: MCP
Microsoft Dynamics CRM 2016 Sales
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This exam measures your ability to accomplish the technical tasks listed below. The percentages indicate the relative weight of each major topic area on the exam. The higher the percentage, the more questions you are likely to see on that content area on the exam. View video tutorials about the variety of question types on Microsoft exams.
Please note that the questions may test on, but will not be limited to, the topics described in the bulleted text.
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Manage Microsoft Dynamics CRM components and the product catalog (24%)
Manage Dynamics CRM sales management components
Understand different record types; create, maintain, and use sales literature; create, maintain, and use competitors; understand sales territories; manage currency configurations; understand social engagement
Manage the product catalog
Understand the role of the product catalog and price lists; manage unit groups; manage products; manage price lists; manage discount lists; manage currencies; create product families and properties; manage product bundles; view products in hierarchical charts
Manage leads, opportunities, and sales (30%)
Understand the role of lead and opportunity records; understand the lead to the opportunity process flow; use the lead to the opportunity process form and the process ribbon; track leads; convert activity records to leads
Create and manage opportunities; manage opportunity records; connect competitors to opportunities; view resolution activities; work with opportunities from views; add a contact to an opportunity
Manage the sales order process
Add line items to opportunities; create and add write-in products and opportunities; select alternate price lists for opportunities; understand the process of the quotes life cycle; manage quotes; work with orders; work with invoices; convert quotes to orders and convert orders to invoices
Manage metrics and perform sales analysis (23%)
Manage metrics and goals
Configure sales metrics; configure fiscal periods; create and assign goal records; define parent and child records; create and recalculate parent and child goal records; create rollup queries
Perform sales analysis
Use built-in reports; export sales information to Microsoft Excel; work with charts and dashboards; work with system charts from an opportunity list; create dashboards; share dashboards and charts; perform advanced find queries; work with Microsoft Power BI dashboards
Integrate Microsoft Dynamics CRM with other products (22%)
Configure email integration
Configure email server synchronization; configure server settings, server profiles, and mailbox configurations; migrate to server-side synchronization; configure synchronization options; configure email client integration; use folder tracking; use the Dynamics CRM app for Outlook
Configure Microsoft SharePoint integration; set up SharePoint documents; use SharePoint documents; use Skype and Skype for Business with Dynamics CRM; use Microsoft Yammer with Dynamics CRM; use Office Groups with Dynamics CRM
Configure Office productivity
Work with Excel; export to Excel; work with Power BI; analyze data with Power BI; visualize data with Excel and Power BI to create an immersive experience; configure OneNote integration; use OneNote with Dynamics CRM