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80421A: Sales and Marketing in Microsoft Dynamics AX 2012

Module 1: Overview

This module explains the components in the sales and marketing process and provides a short overview of customer relationship management.
Lessons

  • Overview
  • Customer Relationship Management
  • The Customer
  • Sales and Marketing and CRM

After completing this module, students will be able to:
  • 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
This module explains how to set up and create defaults in the Sales and Marketing module.
Lessons

  • Overview and Scenario
  • Sales and Marketing Module Setup
  • Transaction Log

Lab : Set Up CRM Module

After completing this module, students will be able to:
  • Set up number sequencing information for CRM.
  • Set up a relation type for prospects.
  • Set up transaction logging for CRM.
Module 3: Sales Management
This module explains how to create sales units and targets based on the organizational goals and sales statistics.
Lessons

  • Overview and Scenario
  • The Sales Unit
  • Sales Targets
  • Management Statistics

Lab : Creating Sales Units and Targets

After completing this module, students will be able to:
  • 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
This module explains how take advantage of using prospects in a complete CRM process chain.
Lessons

  • Overview and Scenario
  • The Prospect
  • Segmentation and Categorization
  • Prospect Maintenance

Lab : Create New Prospects

After completing this module, students will be able to:
  • Define prospects.
  • Set up the categorizations to use the prospects functionality correctly.
  • Create and maintain prospects.
Module 5: Contact Activities and Responsibilities
This module explains the roles of a salesperson and how his or her activities and responsibilities are a key component of the Sales and Marketing module.
Lessons

  • Overview and Scenario
  • Defining Responsibilities
  • Contact Information
  • Activities

Lab : Create ContactsLab : Creating an Activity

After completing this module, students will be able to:
  • Define and assign responsibilities.
  • Create and maintain contact persons connected to prospects.
  • Create and maintain activities for prospects and contact persons.
Module 6: Telemarketing
This module explains the importance of leveraging the telemarketing functionality in the sales and marketing processes. 
Lessons

  • Overview and Scenario
  • Telemarketing Setup
  • Creating Call Lists
  • Telemarketing Maintenance

Lab : Create a Call List

After completing this module, students will be able to:
  • Set up the telemarketing and default values.
  • Create and work with call lists.
  • Execute a telemarketing initiative.
Module 7: CampaignsThis module explains how campaigns can be used in CRM processes.Lessons

  • Overview and Scenario
  • Campaign Maintenance

After completing this module, students will be able to:
  • Create and maintain campaigns.
  • Distribute campaign responsibilities.
Module 8: Leads and Opportunities
This module explains how Lead records help your sales and marketing teams gather and store information about a lead.
Lessons

  • Overview
  • Process Definitions
  • Leads
  • Opportunities

Lab : Qualify and Convert a Lead to an Opportunity

After completing this module, students will be able to:
  • Define process definitions.
  • Create a lead.
  • Qualify a lead.
  • Create an opportunity.
  • Create a Competitor record.
Module 9: Case Management
This module explains how you can use case management for customer, vendor, or employee issues.
Lessons

  • Overview
  • Setup
  • Working with Cases
  • Knowledge Articles
  • Case Management Examples

After completing this module, students will be able to:
  • Create a case.
  • Add actions to a case.
  • Create a knowledge article.
Module 10: Common Tools Setup
This module explains how common tools allow for enhancement and efficiency in the sales and marketing process. 
Lessons

  • Overview and Scenario
  • Document Management Setup
  • Mailing Lists and Merge Files
  • Microsoft Dynamics AX and Outlook Synchronization
  • Computer Telephone Integration

After completing this module, students will be able to:
  • 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.

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$1,150.00

 

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