80421 : Sales and Marketing in Microsoft Dynamics AX 2012
About this Course
Audience Profile
- Understand the basic theory of customer relationship management.
- Understand CRM-based elements.
- Gain an overview of the various parts of the Sales and Marketing module.
- Set up number sequencing information for CRM.
- Set up relation type for prospects.
- Set up transaction logging for CRM.
- Reflect the sales organization by creating sales units.
- Define sales targets for the sales unit and sales personnel.
- Describe the graphical view that management statistics provides.
- Define prospects.
- Set up the categorizations to use the prospects functionality correctly.
- Create and maintain prospects.
- Define and assign responsibilities.
- Create and maintain contact persons connected to prospects.
- Create and maintain activities for prospects and contact persons.
- Set up the telemarketing and default values.
- Create and work with call lists.
- Execute a telemarketing initiative.
- Create and maintain campaigns.
- Distribute campaign responsibilities.
- Delete an intercompany order chain.
- Define process definitions.
- Create a lead.
- Qualify a lead.
- Create an opportunity.
- Create a Competitor record.
- Create a case.
- Add actions to a case.
- Create a knowledge article.
- Work with document handling in Microsoft Dynamics AX's Sales and Marketing module
- Work with mailing lists.
- Set up and maintain synchronization between the Microsoft Dynamics AX Sales and Marketing module and Microsoft Outlook.
- Setup the Computer Telephone Integration system
Course Outline
Module 1: Overview
Lessons
- Overview
- Customer Relationship Management
- The Customer
- Sales and Marketing and CRM
- Describe the basic theory of customer relationship management.
- Describe CRM-based elements.
- Outline the various parts of the Sales and Marketing module.
Module 2: Sales and Marketing Setup
Lessons
- Overview and Scenario
- Sales and Marketing Module Setup
- Transaction Log
Lab : Set Up CRM Module
- Set up number sequencing information for CRM.
- Set up a relation type for prospects.
- Set up transaction logging for CRM.
Module 3: Sales Management
Lessons
- Overview and Scenario
- The Sales Unit
- Sales Targets
- Management Statistics
Lab : Creating Sales Units and Targets
- Reflect the sales organization by creating sales units.
- Define sales targets for the sales unit and sales personnel.
- Describe the graphical view that management statistics provides.
- List the reports available for management statistics.
Module 4: Prospects
Lessons
- Overview and Scenario
- The Prospect
- Segmentation and Categorization
- Prospect Maintenance
Lab : Create New Prospects
- Define prospects.
- Set up the categorizations to use the prospects functionality correctly.
- Create and maintain prospects.
Module 5: Contact Activities and Responsibilities
Lessons
- Overview and Scenario
- Defining Responsibilities
- Contact Information
- Activities
Lab : Create Contacts
Lab : Creating an Activity
- Define and assign responsibilities.
- Create and maintain contact persons connected to prospects.
- Create and maintain activities for prospects and contact persons.
Module 6: Telemarketing
Lessons
- Overview and Scenario
- Telemarketing Setup
- Creating Call Lists
- Telemarketing Maintenance
Lab : Create a Call List
- Set up the telemarketing and default values.
- Create and work with call lists.
- Execute a telemarketing initiative.
Module 7: Campaigns
This module explains how campaigns can be used in CRM processes.
Lessons
- Overview and Scenario
- Campaign Maintenance
- Create and maintain campaigns.
- Distribute campaign responsibilities.
Module 8: Leads and Opportunities
Lessons
- Overview
- Process Definitions
- Leads
- Opportunities
Lab : Qualify and Convert a Lead to an Opportunity
- Define process definitions.
- Create a lead.
- Qualify a lead.
- Create an opportunity.
- Create a Competitor record.
Module 9: Case Management
Lessons
- Overview
- Setup
- Working with Cases
- Knowledge Articles
- Case Management Examples
- Create a case.
- Add actions to a case.
- Create a knowledge article.
Module 10: Common Tools Setup
Lessons
- Overview and Scenario
- Document Management Setup
- Mailing Lists and Merge Files
- Microsoft Dynamics AX and Outlook Synchronization
- Computer Telephone Integration
- Work with document handling in Microsoft Dynamics AX's Sales and Marketing module.
- Work with mailing lists.
- Set up and maintain synchronization between Microsoft Dynamics AX's Sales and Marketing module and Microsoft Outlook.
- Set up the Computer Telephone Integration system.
80421