Sales and Marketing in Microsoft Dynamics AX 2012 Training Course

Course 80421
2 Days

Instructor-Led Live: $1,295
Instructor-Led Remote: $995 - Learn more

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.

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.

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

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 Contacts
Lab : 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: Campaigns
This 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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Sales and Marketing in Microsoft Dynamics AX 2012 Training Course

Course 804212 Days

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Course 80421
2 Days