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Microsoft MB2-423 Exam Syllabus Topics:

SectionObjectives
Customization and Configuration- Business logic
  • 1. Business rules and scripts
    • 2. Workflows
      - Entity customization
      • 1. Forms and views customization
        • 2. Custom entities and attributes
          Microsoft CRM Architecture and Components- CRM 3.0 system architecture overview
          • 1. Client-server structure
            • 2. Database and platform dependencies
              - Core modules overview
              • 1. Sales module
                • 2. Service module
                  • 3. Marketing module
                    Sales Management Configuration- Sales processes
                    • 1. Quotes and orders
                      • 2. Sales pipeline configuration
                        - Lead and opportunity management
                        • 1. Opportunity tracking
                          • 2. Lead lifecycle
                            Marketing Automation- Campaign management
                            • 1. Campaign creation and tracking
                              • 2. Target marketing lists
                                - Email and communication tools
                                • 1. Email templates
                                  • 2. Mass communication workflows
                                    Customer Service Management- Service scheduling
                                    • 1. Service calendar
                                      • 2. Resource allocation
                                        - Case management
                                        • 1. Case creation and routing
                                          • 2. SLA management

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