Продажи и маркетинг в Microsoft Dynamics AX 2012: Курсы

After completing this course, students will be able to:

• 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