Microsoft Dynamics Axapta 4.0 Sales and Marketing (8624)

Vendor:

Subject:

ERP [2]

Overview:

This two-day instructor-led course provides students with the knowledge and skills to implement, adjust, or use the Sales and Marketing module. It assumes course participants have a basic working knowledge of Microsoft Dynamics AX.

Course Contents:

Chapter 1: Overview

This chapter introduces students to the Microsoft Dynamics AX Sales and Marketing course and the topics covered in the following chapters.

Lessons

Course Description

General Sales and Marketing module information

Chapter Content

Chapter 2: Customer Relationship Management

This chapter explains the basic principles of Customer Relationship Management (CRM) and the possibilities that the use of IT brings to CRM. The chapter describes the key elements in the Microsoft Dynamics AX Sales and Marketing module that refer to basic customer relationship management.

Lessons

Customer Relationship Management

The Customer

Sales and Marketing and CRM

Chapter 3: Sales and Marketing Setup

This chapter explains how to set up the Microsoft Dynamics AX CRM module. These procedures are used by all professionals involved with implementing and maintaining an installation of Microsoft Dynamics AX CRM.

Lessons

Sales and Marketing Module Setup

Connecting Employees with User IDs

Transaction Log

Chapter 4: Business Relations

This chapter explains how to set up, create, and maintain business relations. The reports available for business relations are also explained.

Lessons

The Business Relation

Segmentation and Categorization

Working with Business Relations

Importing Business Relations

Reports for the Sales Organization

Chapter 5: Contact Persons

This chapter explains how to set up, create, and maintain contact persons. Activities are also explained.

Lessons

Defining Salesperson Responsibilities

The Contact Person

Activities

Chapter 6: Sales Quotations

This chapter explains how to set up, maintain, and process quotations. The Sales and Marketing module enables sales personnel to issue quotations to their business relations, track the progress of the quotations, follow-up on won or lost quotations, determine the probability of the business relation accepting the quotation, analyze the historical record of quotations to a particular business relation or contact person, and track competitive quote information . The reports available for quotations are also explained.

Lessons

Quotations

Quotation Default Values

Working with Quotations

Quotation Reports

Chapter 7: The Marketing Organization

This chapter explains how the Campaign module in Microsoft Dynamics AX lets you segment the audience by meaningful profiles to refine a marketing message, execute a campaign, track responses, and automatically send the correct literature to all targets. You also learn how expenses related to the campaign are displayed on the Campaigns form. It enables marketing personnel to gain an expense overview in addition to a sales overview. You can gain an overview of all activities, expenses, and business relations in one collected framework.

Lessons

Marketing Automation

The CRM Encyclopedia

Distribution of Campaign Responsibilities

Reports in the Campaign Module

Chapter 8: Telemarketing

This chapter explains how Microsoft Dynamics AX facilitates creating, registering, and administering the telephonic contact between a company and its business relations. The contact can be for direct marketing purposes or be associated with a questionnaire or other activities directed toward a particular contact person.

Lessons

Telemarketing Setup

Creating and Working with Call Lists

Working with Telemarketing

Reports in Telemarketing

Chapter 9: Sales Management

This chapter explains creating and maintaining sales units, sales targets and management statistics in addition to the reports available for sales management.

Lessons

The Sales Unit

Sales Targets

Management Statistics

Reports in Sales Management

Chapter 10: Common Tools Setup

This chapter details how to set up, maintain, and use document handling in the Sales and Marketing module in addition to how to set up, maintain, and use Sales and Marketing synchronization with Microsoft Outlook. Additionally, the chapter describes how to create mailing lists and merge files and how to incorporate a Computer Telephone Integration (CTI) system using the Microsoft TAPI protocol.

Lessons

Document Handling

Mailing Lists and Merge Files

Microsoft Dynamics AX and Outlook Synchronization

Computer Telephone Integration

For more Information about the course outline
and contents please CLICK HERE [3]

Prerequisites:

Before attending this course, students must have:

A working knowledge of the navigation and use of Microsoft Dynamics AX

A working knowledge of the use of sales orders in Microsoft Dynamics AX

In addition, it is recommended, but not required, that students have completed:

Microsoft Dynamics AX Introduction 4.0

Benefits:

After completing this course, students will be able to:

Understand the theory and concepts of contemporary customer relationship management

Perform the necessary setup involved in the use of the Sales and Marketing module

Set up the categorizations necessary to use the business relations functionality correctly

Create and maintain business relations

Set up and maintain the contact person(s) connected with a business relation

Set up and maintain (plan) activities for business relations

Create and send quotations to business relations

Create and structure a campaign

Associate a campaign to a project

Define campaign targets

Execute a telemarketing initiative using Microsoft Dynamics AX Sales and Marketing functionality

Reflect the sales organization by creating sales units

Attach employees to the created sales units and maintain them

Define sales targets for the sales unit and sales personnel

Set up and maintain synchronization from the Sales and Marketing module to Microsoft Outlook.

Create and attach a document to an activity, business relation, or contact person.

Audience:

This course is intended for both professionals that are implementing the Sales and Marketing module and also end users of the module.

Materials Available:

Yes

Duration:

16 hours

Microsoft Dynamics Axapta 4.0 Sales and Marketing (8624)

Business Analysis (BA)

Six Sigma

Project Management (PMP®)

ITIL®

Quality Assurance (QA)