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    Home Microsoft Sales and Marketing in Microsoft Dynamics AX 2012

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    INFORMATION

    course-duration

    2 Day(s) Course

    courseware

    Official Courseware

    exam-voucher

    Exam Voucher

    certified-trainer

    Certified Trainer

    one-o-one

    1:1 Training Available on Demand

    customize-batch

    Customize Your Batch

    ABOUT

    THE COURSE

    Sales and Marketing in Microsoft Dynamics® AX 2012 is an instructor-led training (ILT) course that provides the knowledge and skills to the students for setting up and using the CRM functionality in the Microsoft Dynamics® AX 2012 Sales and Marketing module.

    Objectives:  

    You should be able to meet the following objectives after the completion of the course:

    • Work with mailing lists.
    • Working with document handling in Sales and Marketing module
    • Setup the Computer Telephone Integration system
    • Gain Knowledge of the various parts of the Sales and Marketing module

    Module 1: Overview

    Lessons

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

    Module 2: Sales and Marketing Setup

    Lessons

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

    Module 3: Sales Management

    Lessons

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

    Module 4: Prospects

    Lessons

    • Overview and Scenario
    • The Prospect
    • Segmentation and Categorization


    Module 5: Contact Activities and Responsibilities

    Lessons

    • Overview and Scenario
    • Defining Responsibilities
    • Contact Information

    Module 6: Telemarketing

    Lessons

    • Overview and Scenario
    • Telemarketing Setup
    • Creating Call Lists

    Module 7: Campaigns

    Lessons

    • Overview and Scenario
    • Campaign Maintenance

    Module 8: Leads and Opportunities

    Lessons

    • Overview
    • Process Definitions
    • Leads

    Module 9: Case Management

    Lessons

    • Overview
    • Setup
    • Working with Cases

    Module 10: Common Tools Setup

    Lessons

    • Overview and Scenario
    • Document Management Setup
    • Mailing Lists and Merge Files

    • IT professionals who are responsible to set up CRM processes throughout the customer’s sales process.
    • Customers with a basic knowledge of CRM processes are preferred.
    • IT professionals having understanding of the Microsoft Dynamics AX 2012 Sales and Marketing module.

    The students should have knowledge of the following, before attending this course:

    • Introduction to Microsoft Dynamics® AX 2012

    Name Code Fee
    Microsoft Certified Professional (MCP) - [] USD 108

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