Understand the theory and concepts of contemporary customer relationship management

Perform the necessary setup involved in the use of the Sales and Marketing module

Set up the categorizations necessary to use the business relations functionality correctly

Create and maintain business relations

Set up and maintain the contact person(s) connected with a business relation

Set up and maintain (plan) activities for business relations

Create and send quotations to business relations

Create and structure a campaign

Associate a campaign to a project

Define campaign targets

Execute a telemarketing initiative using Microsoft Dynamics AX Sales and Marketing functionality

Reflect the sales organization by creating sales units

Attach employees to the created sales units and maintain them

Define sales targets for the sales unit and sales personnel

Set up and maintain synchronization from the Sales and Marketing module to Microsoft Outlook.

Create and attach a document to an activity, business relation, or contact person.

A working knowledge of the navigation and use of Microsoft Dynamics AX

A working knowledge of the use of sales orders in Microsoft Dynamics AX

Microsoft Dynamics AX Introduction 4.0

Course Description

General Sales and Marketing module information

Chapter Content

Know the purpose of this course

Know who the target group is for this course

Know the content of the chapters the manual

Customer Relationship Management

The Customer

Sales and Marketing and CRM

Understand the basic theory behind CRM

Understand the CRM-based elements in the Sales and Marketing module

Gain an overview of the various parts of the Sales and Marketing module

Sales and Marketing Module Setup

Connecting Employees with User IDs

Transaction Log

Licensing and Configuration Keys

Number Sequences

Link User to Employee

Business Relation Types

Default Parameters

Maintain and set up the required number sequences in CRM.

Create the relation types in the CRM module.

Create and maintain CRM employees and connect the employees with their User IDs in Microsoft Dynamics AX.

Create and maintain default values that are used when you create business relations.

Set up and maintain transaction logging for CRM transactions.

The Business Relation

Segmentation and Categorization

Working with Business Relations

Importing Business Relations

Reports for the Sales Organization

Creating Segments and Sub-segments

Creating Business Relations

Using Notes

Create an Import File

Create File Format Definition File

Import and Adjust Data

correctly

Define the required setups

Create and maintain business relations

Import Business relations from an external import file

Understand which reports are available for contact management purposes

Defining Salesperson Responsibilities

The Contact Person

Activities

Setup Contact Person characteristics

Create Contact Persons

Select Contact Person Characteristics

Create a New Activity

Enter Activity Details

Set up and maintain the contact person(s) connected by using a business relation

Set up and maintain (plan) activities for business relations

Quotations

Quotation Default Values

Working with Quotations

Quotation Reports

Prepare Quotation

Use Price Simulations

Partially Convert Quotation to Sales Order

Process Remainder of Sales Order

correctly

Define the required setups

Create and maintain business relations

Import Business relations from an external import file

Understand which reports are available for contact management purposes

Marketing Automation

The CRM Encyclopedia

Distribution of Campaign Responsibilities

Reports in the Campaign Module

Create a Campaign

Select Campaign Targets

Set up the Market Automation tables for use

Create the desired default values when you create campaigns

Create and structure a campaign

Associate a campaign to a project

Define campaign targets

Broadcast a campaign and collect the responses to that campaign

Build a library in the encyclopedia

Telemarketing Setup

Creating and Working with Call Lists

Working with Telemarketing

Reports in Telemarketing

Create a New Call List

Select Targets for the Call List

Enter Results of Calls

Re-assign Remaining Calls

Set up the Microsoft Dynamics AX Telemarketing module

Set the relevant parameters for telemarketing

Create a call list

Administer and distribute a call list

Execute a telemarketing initiative

Use telemarketing reports to gain an overview of the whole telemarketing initiative

The Sales Unit

Sales Targets

Management Statistics

Reports in Sales Management

Create a New Sales Unit

Assign Employees to the Sales Unit

Enter Sales Targets

Create a Management Statistics record

Create a query for the graph

Generate the data for the graph

Generate the graph

Reflect the sales organization by creating sales units

Attach employees to the created sales units and maintain them

Define sales targets for the sales unit and sales personnel

Create management statistics graphs

Document Handling

Mailing Lists and Merge Files

Microsoft Dynamics AX and Outlook Synchronization

Computer Telephone Integration

Fill in the answer questions over the material covered in the chapter

Set up document handling in Microsoft Dynamics AX to facilitate document handling in Sales and Marketing.

Create mailing lists and merge files

Set up and maintain synchronization with Microsoft Outlook from the Sales and Marketing module.

Create and attach a document to an activity, business relation, or contact person.

Create and attach Microsoft Word templates for use in Microsoft Dynamics AX Sales and Marketing.

Generate, create, and merge mailings.