Preview

80421: Sales and Marketing in Microsoft Dynamics AX 2012

 
  • Home
  • ERP/CRM
  • 80421: Sales and Marketing in Microsoft Dynamics AX 2012

80421: Sales and Marketing in Microsoft Dynamics AX 2012

Key Features

  • Learn from anywhere in the world. Connect with an Instructor in real time.
  • Attend Live Class from a PC or Mobile.
  • Ask questions from an Instructor in real time over voice & chat.
  • Includes Certificate of Completion.
  • Official Exam & Certification Assitance.
  • Get 30 Days free after class support.

Join a next available Live Class:

This course training is available on request only. Send us your request with preferred date & Time & our training advisor will get back to you within 24 business hours.


Request for a Live Class

as per your availability

Course Description

About the Course

This two-day instructor-led training (ILT) course provides students with the knowledge and skills to set up and use the CRM functionality in the Sales and Marketing module for Microsoft Dynamics AX 2012. The topics covered in the course include basic setup of sales management, leads, prospects, opportunities, and campaigns. Additionally, it introduces process definitions and synchronization of data in other areas associated with the sales order chain.

Course Curriculum

Course # : 80421
Exam : Sales and Marketing in Microsoft Dynamics AX 2012

80421: Sales and Marketing in Microsoft Dynamics AX 2012

Objectives

  • Understand the basic theory of customer relationship management.
  • Understand CRM-based elements.
  • Gain an overview of the various parts of the Sales and Marketing module.
  • Set up number sequencing information for CRM.
  • Set up relation type for prospects.
  • Set up transaction logging for CRM.
  • 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.
  • Define prospects.
  • Set up the categorizations to use the prospects functionality correctly.
  • Create and maintain prospects.
  • Define and assign responsibilities.
  • Create and maintain contact persons connected to prospects.
  • Create and maintain activities for prospects and contact persons.
  • Set up the telemarketing and default values.
  • Create and work with call lists.
  • Execute a telemarketing initiative.
  • Create and maintain campaigns.
  • Distribute campaign responsibilities.
  • Delete an intercompany order chain.
  • Define process definitions.
  • Create a lead.
  • Qualify a lead.
  • Create an opportunity.
  • Create a Competitor record.
  • Create a case.
  • Add actions to a case.
  • Create a knowledge article.
  • Work with document handling in Microsoft Dynamics AX's Sales and Marketing module
  • Work with mailing lists.
  • Set up and maintain synchronization between the Microsoft Dynamics AX Sales and Marketing module and Microsoft Outlook.
  • Setup the Computer Telephone Integration system

 

Target Audience

This course is intended for IT professionals who have a moderate understanding of the Microsoft Dynamics AX 2012 Sales and Marketing module. This course targets those IT professionals who are responsible to set up CRM processes throughout the customer's sales process. Customers with a basic knowledge of their own CRM processes are preferred.

Prerequisites

Before attending this course, students must have:

  • Required: 80300: Introduction to Microsoft Dynamics AX 2012

 

Enquire for more information

Be Amazed with Online Learning Experience
Future is fast forwarding towards online learning & now it’s becoming easy for everyone to take a world class training from anywhere in the world. Listen from Learnfly Live recent alumni’s studying around the globe.

Get an e-Certificate of Completion

Get a e-Certificate of Course Completion after successfully completing your live class with Learnfly. Share & showcase your proud achievement with your friends & colleagues. Join a live class today & start learning online from anywhere: