Microsoft Axapta Sales and Marketing

Code: 8456
Course duration: 2 days
Price:

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.

Guaranteed to Run

2019-08-28 09:00 to 2019-08-30 17:00
Attend Online
2019-08-14 09:00 to 2019-08-16 17:00
Attend Online
2019-08-09
09:00 to 17:00
Fort Lauderdale, Florida (Instructor-Led)
2019-08-07 09:00 to 2019-08-09 17:00
Attend Online
2019-08-02
09:00 to 17:00
Palm Beach County Florida (Instructor-Led)
2019-07-25 09:00 to 2019-07-26 17:00
NYC-23rd Street (Virtual Instructor-Led)
2019-07-25 09:00 to 2019-07-26 17:00
Attend Online
2019-07-24 09:00 to 2019-07-26 17:00
Washington, D.C. (Virtual Instructor-Led)
2019-07-22 09:00 to 2019-07-26 17:00
Attend Online
2019-07-19
09:00 to 17:00
Greenwich, Connecticut (Virtual Instructor-Led)

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