Module 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:

Module 2: Customer Relationship Management

This 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:

Module 3: Sales and Marketing Setup

This 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:

Module 4: Business Relations

This 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:

Module 5: Contact Persons

This 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 Quotations

This 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:

Module 7: The Marketing Organization

This 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:

Module 8: Telemarketing

This 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:

Module 9: Sales Management

This 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:

Module 10: Common Tools Setup

This 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: