Configuring Sales and Marketing
The Sales and Marketing area within Dynamics AX does a lot more than just track Customers, Sales Orders and Invoices. It has a whole lot of CRM functionality included that that allows you to track Activities, Cases, Contacts, Prospects, Opportunities, Leads, Campaigns, and also Telemarketing Call Lists.
In most cases, it is just as good as (if not better than) any of the other stand-alone CRM system, especially because you don’t need to buy any more licenses, or load any more software, because all of the functionality is delivered with the system.
In this guide we will show you how to all of the base CRM features within the Sales and Marketing area of Dynamics AX.
- Configuring Sales Management
- Configuring Activity Management
- Configuring Case Management
- Configuring Contact Management
- Configuring Prospect Management
- Configuring Opportunity Management
- Configuring Lead Management
- Configuring Campaign Management
- Configuring Telemarketing
- Configuring Call List Scripts Using Questionnaires
The full Walkthrough Guides include all of the modules and are ideal for those of you that are wanting to work though the setup of the General Ledger from the beginning to the end.
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The guides are also available by the module which is great for those of you that want more of an à la carte option for learning. You can choose just the modules that you want to tackle and skip the rest.
The Student Guides are broken out into each of the individual modules and are more concise versions of the Walkthrough guides. They are the ideal size to give to your own students as a classroom reference.
The Training Resources are available for this guide as well that well for those of you that would like to convert this material into your own training programs. The PowerPoints can be used to help you with the training and also steps though all of the areas within the guide.
Here are some other resources that you will help you with this guide.