Sales and Marketing in Microsoft Dynamics AX 2012 Training Course
Course 80421
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Course Overview
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.
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.
Audience
The audience of Course 80421: Sales and Marketing in Microsoft Dynamics AX 2012 includes IT professionals who have a moderate understanding of the Microsoft Dynamics AX 2012 Sales and Marketing module. This class targets those IT professionals who are in charge of setting up CRM processes throughout the customer’s sales process. Customers with a basic knowledge of their own CRM processes are preferred.
The audience of Course 80421: Sales and Marketing in Microsoft Dynamics AX 2012 includes IT professionals who have a moderate understanding of the Microsoft Dynamics AX 2012 Sales and Marketing module. This class targets those IT professionals who are in charge of setting up CRM processes throughout the customer’s sales process. Customers with a basic knowledge of their own CRM processes are preferred.
Course Outline
Module 1: Overview This module explains the components in the sales and marketing process and provides a short overview of customer relationship management. Lessons
Module 2: Sales and Marketing Setup This module explains how to set up and create defaults in the Sales and Marketing module. Lessons
After completing this module, students will be able to:
Module 3: Sales Management This module explains how to create sales units and targets based on the organizational goals and sales statistics. Lessons
After completing this module, students will be able to:
Module 4: Prospects This module explains how take advantage of using prospects in a complete CRM process chain. Lessons
After completing this module, students will be able to:
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
Lab : Creating an Activity After completing this module, students will be able to:
Module 6: Telemarketing This module explains the importance of leveraging the telemarketing functionality in the sales and marketing processes. Lessons
After completing this module, students will be able to:
Module 7: Campaigns This module explains how campaigns can be used in CRM processes.Lessons
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
After completing this module, students will be able to:
Module 9: Case Management This module explains how you can use case management for customer, vendor, or employee issues. Lessons
Module 10: Common Tools Setup This module explains how common tools allow for enhancement and efficiency in the sales and marketing process. Lessons
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