sfa & marketing training- ax 2012 r2
TRANSCRIPT
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SFA & MARKETING Training
Presented by :
Mohamed BENJID
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Agenda
8h-9h AX ergonomic
9h-10h AX enterprise portal
10h-12h Prospect creation
14h-16h Prospect to customer transformation
16h-18h Case management concept & training
DAY 1
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The CRM Module
Primary functionality
SALES FORCE AUTOMATION
SALES MANAGEMENT
MARKETING AUTOMATION
TELEMARKETING
Secondary functionality
Document management
Data management
Project management
Knowledge management
Customer self-service
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AX Ergonomic
Objectives :
Describe the components of the rich client user interface
Navigate the Microsoft Dynamics AX menu structure
Status bar options
Role Centers
Create an alert ruleAdd notes through document handling
Use the Help
Personalize a form
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AX Ergonomic
Navigation bars
With adress bar
With navigation pane
2 ways ofnavigation
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AX Ergonomic
Status bar options
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AX Ergonomic
Role Centers
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AX Entreprise portal
Enterprise Portal is designed for the following types of users:
Internal users
All employees (Employee self service)
External users
Enterprise Portal contains a subset of functionality that is most suited to these types
of users. However, it is customizable so that a company that wants to expose more
functionality on the portal can do it by using the integrated development tools.
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Entreprise Portal
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AX Ergonomic & Entreprise Portal
Exercises :
Add to favorite Prospect & Leads.Filters
* : Unknown character.
? : One unknown character.
, : OR
A* start with A.
*A Last with A.
*ABC* Contain ABC.?A* Contain A in a second place
A*,B*Start with A or B
Create a Cue and Save filter
View Cue in Role Center
Personalize the leads form.
Use excel export
Attach documents
Create an alert rule.
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USE CASES
Entreprise Portal &
Role Center
Contact Management
Activities Management
Sales Analysis
Customer
management
Create a customer record
Register the competitors
Data
Case Management
Create a case
Submit a case for validation
Start case process
Informe the customer
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USE CASES
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Entreprise Portal Access
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Create a Customer Record
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Create a Customer Record
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Agenda
8h30-10h Case management
10h-12h Contract derogation use case
14h-16h30 Marketing campaign management
16h45-17h30 Reports and inquiries
DAY 2
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Case Management
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Case management
Setup of Claim categories
Add knowledge articles
Setup the case process
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Marketing Campaigns
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When creating a campaign you must enter the type of campaign, the associated
service, if you want to attach a questionnaire and the end date of the campaign.
Marketing Campaigns
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Try to select the target corresponding to the filter:
Fonction of the contact Person = DG
The activity sector = XXXXXX
Marketing Campaigns
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Creating email group
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Email distribution
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TelemarketingCall List
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TelemarketingCall ListResponsibilities distribution
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TelemarketingCall ListNote Attachment
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Exercices :
Create a marketing campaign with you name
Select the target of the campaign (prospect & customers)
Create an email template
Generate an emails merge file
Create a call list
Do telemarketing.
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