• Overview
• Outline
• Schedule

About This Course

This two-day instructor-led course provides students with the knowledge and skills to implement, adjust, or use the Sales and Marketing module. It assumes course participants have a basic working knowledge of Microsoft Dynamics AX.

Audience Profile

This course is intended for both professionals that are implementing the Sales and Marketing module and also end users of the module.

Prerequites

Before attending this course, students must have:

• 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

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

• Microsoft Dynamics AX Introduction 4.0

At Course Completion

After completing this course, students will be able to:

• 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.