CRM in Microsoft Dynamics AX 2012
| Übersicht: | This two-day instructor-led course provides students with the knowledge and skills to implement, adjust or use the CRM module of Microsoft Dynamics AX 2012. It assumes that participants have a working knowledge of Microsoft Dynamics AX. | ||
| Zielgruppe: | Information Workers, IT Professionals, Developers | ||
| Inhalte: | After completing this course, students will be able to: • Understand the theory and concepts of contemporary customer relationship management. • Describe the purpose and benefits of using the sales and marketing module in Dynamics AX 2012. • Understand that the sales and marketing module is made up four parts, namely Sales Force Automation, Sales Management, Marketing Automation, Telemarketing and Enterprise Portal. • Perform the necessary setup involved in the use of the CRM module. • Reflect the sales organization by creating sales units. • Attach employees to the sales units and maintain them. • Set up the categorizations necessary to use the business relations functionality. • Create, maintain and work with business relations. • Setup, maintain and work with contacts connected with business relations. • Setup and maintain activities in the CRM module. • Setup and maintain responsibilities in the CRM module. • Setup, create, maintain and work with leads. • Setup, create, maintain and work with opportunities. • Create, send and update quotations to business relations. • Create and structure marketing campaigns. • Associate marketing campaigns to a project. • Define campaign targets. • Execute a telemarketing initiative using Microsoft Dynamics AX CRM functionality. • Define sales targets for the sales unit and sales personnel. • Setup and use the sales management tools. • Create and attach a document to an activity, business relation, contact or any other record in the CRM module. • Create, maintain and work with mail lists and merge files. • Setup and maintain synchronization from the CRM module to Microsoft Outlook. • Understand the functionality available in the enterprise portal. | ||
Fachbereichsleiter / Leiter der Trainer / Ihre Ansprechpartner
-
Lucas Beich
Telefon: + 49 30 469994120
E-Mail: lucas.beich@seminar-experts.de -
Paul Goldschmidt
Telefon: + 49 30 469994120
E-Mail: paul.goldschmidt@seminar-experts.de
Seminardetails
| Weitere Informationen unter +49 30 46 999 412 - 0 | |
| Dauer: | 2 Tage ca. 6 h/Tag, Beginn 1. Tag: 10:00 Uhr |
| Preis: | Öffentlich und Live Stream: € 849 zzgl. MwSt. Inhaus: € 2.400 zzgl. MwSt. Aufgezeichneter Stream: € 419 zzgl. MwSt. |
| Teilnehmeranzahl: | max. 8 Teilnehmer |
| Voraussetzung: | 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. |
| Standorte: | Stream Live, Stream gespeichert, Inhaus/Firmenseminar, Berlin, Bremen, Dresden, Erfurt, Essen, Flensburg, Frankfurt, Freiburg, Hamburg, Hamm, Hannover, Kassel, Köln, Konstanz, Leipzig, Magdeburg, München, Münster, Nürnberg, Regensburg, Rostock, Stuttgart, Trier, Ulm, Würzburg |
| Methoden: | Vortrag, Demonstrationen, praktische Übungen am System |
| Seminararten: | Öffentlich, Inhaus, Workshop, Coaching, Stream |
| Durchführungsgarantie: | ja, ab 2 Teilnehmern |
| Sprache: | Deutsch oder Englisch |
| Seminarunterlage: | Kursunterlagen von Microsoft (deutsch wenn verfügbar, sonst englisch) |
| Teilnahmezertifikat: | ja, selbstverständlich, Original Microsoft |
| Verpflegung: | Kalt- / Warmgetränke, Mittagessen (wahlweise vegetarisch) |
| Support: | 3 Anrufe im Seminarpreis enthalten |
| Barrierefreier Zugang: | an den meisten Standorten verfügbar |
