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Training Course Outline

IT Vendor Courses   Microsoft Dynamics Training Courses

M8624: Sales and Marketing in Microsoft Dynamics AX 4.0

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Course Duration: 2 days

Course Code: M8624

Course Description:

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.

 

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

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

Prerequisite courses:

M8514: Microsoft Dynamics GP 9.0 Sales Order Processing

M8627: Introduction to Microsoft Dynamics AX 4.0

This course includes the following modules:

Overview

• Course Description
• General Sales and Marketing module information
• Chapter Content

Customer Relationship Management

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

Sales and Marketing Setup

• Sales and Marketing Module Setup
• Connecting Employees with User IDs
• Transaction Log

Business Relations

• The Business Relation
• Segmentation and Categorization
• Working with Business Relations
• Importing Business Relations
• Reports for the Sales Organization

Contact Persons

• Defining Salesperson Responsibilities
• The Contact Person
• Activities

Sales Quotations

• Quotations
• Quotation Default Values
• Working with Quotations
• Quotation Reports

The Marketing Organization

• Marketing Automation
• The CRM Encyclopedia
• Distribution of Campaign Responsibilities
• Reports in the Campaign Module

Telemarketing Setup

• Telemarketing Setup
• Creating and Working with Call Lists
• Working with Telemarketing
• Reports in Telemarketing

 

To make an enquiry for this course to be run ONSITE at your location, click here or call Sales on +44 (0) 20 7620 0033.

Perpetual Solutions are a global provider of onsite training solutions throughout London, UK and the rest of the world. For scheduled training our UK partner network provides an unrivalled choice of courses.

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