Beruflich Dokumente
Kultur Dokumente
Summit 2010
A functional overview of CRM in Microsoft Dynamics AX Key investments in Dynamics AX 2009: Enabling Dynamics AX CRM on the Web New elements: leads and opportunities Global address book
Summit 2010
Marketing
Campaign management Business analytics Questionnaire Leads and prospects Import leads & contacts Mailings & e-mail Cost tracking Telemarketing Telephony integration
Summit 2010
Sales
Opportunities Quotations Competitor tracking Sales territories Sales targets Commissions Master planning integration Activity management Outlook integration
Leads management
Tracking and ranking options Identification of lead source Qualifying processes
Opportunity management
Tracking and ranking options Identification of opportunity source Revenue metrics Competitor tracking Sales process
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Summit 2010
Role centers
Sales and Marketing Executive, Sales manager, Sales representative, Account manager, Marketing manager, Marketing coordinator
Summit 2010
Summit 2010
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Summit 2010
Session CRM04 Introduction to Dynamics CRM CRM03 Compare and Contrast AX CRM and Dynamics CRM CRM01 Introduction to Dynamics CRM CRM02 Understanding the CRM Connector for Dynamics AX
Time Session 4 Tuesday, 5 6 PM Session 6 Wednesday, 9:30 10:30 AM Session 13 Thursday, 11 AM 12 PM Session 14 Thursday, 2:30 3:30 PM
AX08 Understanding the Global Session 8 Address Book in AX 2009 Wednesday, 2:00 3:00 PM
Summit 2010
2010 Microsoft Corporation. All rights reserved. Microsoft, Microsoft Dynamics, the Microsoft Dynamics logo, and [list other trademarks] are trademarks of the Microsoft group of companies. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
Summit 2010