Microsoft Axapta Sales and Marketing

Course 8456: Two days; Instructor-Led

Prerequisites

Before attending this course, students must have:

	A working knowledge of the navigation and use of Microsoft Axapta
	A working knowledge of the use of sales orders in Microsoft Axapta

In addition, it is recommended, but not required, that students have completed:

Microsoft Business Solutions Axapta Introduction 3.0

Microsoft Certification exams

No Microsoft Certification exams are associated with this course currently.

Course Materials

The student kit includes a comprehensive workbook and other necessary materials for this class.

Course Outline

Chapter 1: Introduction

This chapter introduces students to the Microsoft Axapta Sales and Marketing course and the topics that are covered in the following chapters.

Lessons

	Course Description
	General Sales and Marketing module information
	Chapter Content

After completing this module, students should be able to:

	Know the purpose of this course
	Know who the target group is for this course
	Know the content of the chapters the manual

Chapter 2: What is Customer Relationship Management?

This chapter explains the basic principles of Customer Relationship Management (CRM) and the possibilities that the use of IT-technology brings to Customer Relationship Management. The chapter describes the key elements in the Microsoft Axapta Sales and Marketing module which refer to basic customer relationship management theory in order to create an understanding of the ideas behind the module.

Lessons

	Defining Customer Relationship Management
	The Customer
	Sales and Marketing and CRM

After completing this module, students should be able to:

	Understand the basic theory behind Customer Relationship Management
	Understand the CRM-based elements in the Sales and Marketing module
	Gain an overview of the various parts of the Sales and Marketing module

Chapter 3: Required CRM Setup

This chapter explains to you the procedures used to perform the required setup of the Microsoft Axapta CRM module. These procedures are used by all professionals that are involved with implementing and maintaining an installation of Microsoft Axapta CRM.

Lessons

	Number Sequences
	Relation Types
	Default Values for Business Relations
	Connecting Employees with User IDs
	Sales Management
	Transaction Log

Lab 3.1: Implementing the CRM Module

	Licensing and Configuration Keys
	Number Sequences
	Business Relations
	Default Parameters

After completing this module, students should be able to:

	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 these employees with their respective User IDs in Microsoft Axapta.
	Create and maintain the values which are to be the defaults when creating the various business relations.
	Set up and maintain transaction logging for CRM transactions.

Chapter 4: The Sales Organization

This chapter explains to you the procedures used to perform the required setup of the Microsoft Axapta CRM module. These procedures are used by all professionals that are involved with implementing and maintaining an installation of Microsoft Axapta CRM.