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Microsoft Dynamics AX SALES and MARKETING Online Training Course Content • Business Relations and Workflow of Sales Force • Quotations, Sales Targets, and Statistics • Managing Marketing Campaigns, Telemarketing, and Mailings • Integration
Microsoft Dynamics AX SALES and MARKETING Online Training • Business Relations and Workflow of Sales Force • Setup and administration of business relations. • Processes of the sales force. • Using the workbook and managing activities.
Microsoft Dynamics AX SALES and MARKETING Online Training • Quotations, Sales Targets, and Statistics • Quotation process in the customer relationship management (CRM) module. • Sales units and sales targets. • Perspectives, categories, and views that can be displayed in the sales management statistics.
Microsoft Dynamics AX SALES and MARKETING Online Training • Managing Marketing Campaigns, Telemarketing, and Mailings • How marketing campaigns are defined, set up, and activities connected. • How financials can be viewed for campaigns allowing for a follow-up.
Microsoft Dynamics AX SALES and MARKETING Online Training • How targets are identified and how they can be approached by means of the Internet, mail, or telephone. • Process of registration of responses from the targets. • Features for targeting contact persons. • How the call and mailing lists are created and distributed among the sales force.
Microsoft Dynamics AX SALES and MARKETING Online Training • Integration • Relation of CRM to sales order, accounts receivable, master planning, project, human resources, questionnaire, and Enterprise Portal • How the telemarketing features can be integrated to a telephony provider/call center solution by using the telephone application protocol interface (TAPI)
Microsoft Dynamics AX SALES and MARKETING Online Training • Understand absence reports and statistics. • Synchronization to Microsoft Office Outlook of activities and contact persons.