| Course OutlineModule 1: Overview This chapter introduces students to the Microsoft Dynamics AX Sales and Marketing course and the topics covered in the following chapters. Lessons - Course Description
- General Sales and Marketing module information
- Chapter Content
After completing this chapter, students will 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
Module 2: Customer Relationship ManagementThis chapter explains the basic principles of Customer Relationship Management (CRM) and the possibilities that the use of IT brings to CRM. The chapter describes the key elements in the Microsoft Dynamics AX Sales and Marketing module that refer to basic customer relationship management. Lessons - Customer Relationship Management
- The Customer
- Sales and Marketing and CRM
After completing this chapter, students will be able to: 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
Module 3: Sales and Marketing SetupThis chapter explains how to set up the Microsoft Dynamics AX CRM module. These procedures are used by all professionals involved with implementing and maintaining an installation of Microsoft Dynamics AX CRM. Lessons - Sales and Marketing Module Setup
- Connecting Employees with User IDs
- Transaction Log
Lab : Implementing the CRM Module- Licensing and Configuration Keys
- Number Sequences
- Link User to Employee
- Business Relation Types
- Default Parameters
After completing this chapter, students will 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 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.
Module 4: Business RelationsThis chapter explains how to set up, create, and maintain business relations. The reports available for business relations are also explained. Lessons - The Business Relation
- Segmentation and Categorization
- Working with Business Relations
- Importing Business Relations
- Reports for the Sales Organization
Lab : Creating New Business Relations- Creating Segments and Sub-segments
- Creating Business Relations
- Using Notes
Lab : Importing Business Relations- Create an Import File
- Create File Format Definition File
- Import and Adjust Data
After completing this chapter, students will be able to: 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
Module 5: Contact PersonsThis chapter explains how to set up, create, and maintain contact persons. Activities are also explained. Lessons - Defining Salesperson Responsibilities
- The Contact Person
- Activities
Lab : Contact Person Setup- Setup Contact Person characteristics
Lab : Create Contact Persons- Create Contact Persons
- Select Contact Person Characteristics
Lab : Creating an Activity- Create a New Activity
- Enter Activity Details
After completing this chapter, students will be able to: Module 6: Sales QuotationsThis chapter explains how to set up, maintain, and process quotations. The Sales and Marketing module enables sales personnel to issue quotations to their business relations, track the progress of the quotations, follow-up on won or lost quotations, determine the probability of the business relation accepting the quotation, analyze the historical record of quotations to a particular business relation or contact person, and track competitive quote information . The reports available for quotations are also explained. Lessons - Quotations
- Quotation Default Values
- Working with Quotations
- Quotation Reports
Lab : Create a Quotation and Convert to a Sales Order- Prepare Quotation
- Use Price Simulations
- Partially Convert Quotation to Sales Order
- Process Remainder of Sales Order
After completing this chapter, students will be able to: 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
Module 7: The Marketing OrganizationThis chapter explains how the Campaign module in Microsoft Dynamics AX lets you segment the audience by meaningful profiles to refine a marketing message, execute a campaign, track responses, and automatically send the correct literature to all targets. You also learn how expenses related to the campaign are displayed on the Campaigns form. It enables marketing personnel to gain an expense overview in addition to a sales overview. You can gain an overview of all activities, expenses, and business relations in one collected framework. Lessons - Marketing Automation
- The CRM Encyclopedia
- Distribution of Campaign Responsibilities
- Reports in the Campaign Module
Lab : Create a Campaign- Create a Campaign
- Select Campaign Targets
After completing this chapter, students will be able to: 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
Module 8: TelemarketingThis chapter explains how Microsoft Dynamics AX facilitates creating, registering, and administering the telephonic contact between a company and its business relations. The contact can be for direct marketing purposes or be associated with a questionnaire or other activities directed toward a particular contact person. Lessons - Telemarketing Setup
- Creating and Working with Call Lists
- Working with Telemarketing
- Reports in Telemarketing
Lab : Create a Call List- Create a New Call List
- Select Targets for the Call List
Lab : Enter Responses and Re- Enter Results of Calls
- Re-assign Remaining Calls
After completing this chapter, students will be able to: 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
Module 9: Sales ManagementThis chapter explains creating and maintaining sales units, sales targets and management statistics in addition to the reports available for sales management. Lessons - The Sales Unit
- Sales Targets
- Management Statistics
- Reports in Sales Management
Lab : Creating Sales Units and Targets- Create a New Sales Unit
- Assign Employees to the Sales Unit
- Enter Sales Targets
Lab : Enter Responses and Re- Create a Management Statistics record
- Create a query for the graph
- Generate the data for the graph
- Generate the graph
After completing this chapter, students will be able to: 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
Module 10: Common Tools SetupThis chapter details how to set up, maintain, and use document handling in the Sales and Marketing module in addition to how to set up, maintain, and use Sales and Marketing synchronization with Microsoft Outlook. Additionally, the chapter describes how to create mailing lists and merge files and how to incorporate a Computer Telephone Integration (CTI) system using the Microsoft TAPI protocol. Lessons - Document Handling
- Mailing Lists and Merge Files
- Microsoft Dynamics AX and Outlook Synchronization
- Computer Telephone Integration
Lab : Common Tools Setup- Fill in the answer questions over the material covered in the chapter
After completing this chapter, students will be able to: 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.
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