80421: Sales and Marketing in Microsoft Dynamics AX 2012|

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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

Sales and Marketing in Microsoft Dynamics AX 2012

Exam : Sales and Marketing in Microsoft Dynamics AX 2012

Download Syllabus

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

Why 80421: Sales and Marketing in Microsoft Dynamics AX 2012 from SkillCertified™

Live Interactive Learning
- World-Class Instructors
- Expert-Led Mentoring Sessions
- Instant doubt clearing
Lifetime Access
- Course Access Never Expires
- Free Access to Future Updates
- Unlimited Access to Course Content
24x7 Support
- One-On-One Learning Assistance
- Help Desk Support
- Resolve Doubts in Real-time
Hands-On Project Based Learning
- Industry-Relevant Projects
- Course Demo Dataset & Files
- Quizzes & Assignments
Industry Recognised Certification
- SkillCertified Training Certificate
- Graded Performance Certificate
- Certificate of Completion
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