Sfa & Marketing Training- AX 2012 R2

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Transcript of Sfa & Marketing Training- AX 2012 R2

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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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