Dynamics AX CRM

Our trainers are qualified Microsoft Dynamics AX functional consultants with significant implementation experience. This results in a rewarding learning experience that gives participants insight into real-life scenarios. Students completing this course should have a good basic understanding of the sales process and a working knowledge of the navigation and use of Microsoft Dynamics AX.

The Microsoft Dynamics™ AX training sessions are specially conducted for:

• IT professionals who are currently working on Microsoft Dynamics™ AX within an organization
• Existing IT resources looking to shift into Microsoft Dynamics™ AX
• IT/AX professionals looking for certification to enhance global career prospects

After completing this course, students will be able to:

• Understand the theory and concepts of contemporary customer relationship management
• Perform the necessary setup involved in the use of the Sales and Marketing module
• Set up the categorizations necessary to use the business relations functionality correctly
• Create and maintain business relations 
• Set up and maintain the contact person(s) connected with a business relation
• Set up and maintain (plan) activities for business relations
• Create and send quotations to business relations
• Create and structure a campaign
• Associate a campaign to a project
• Define campaign targets
• Execute a telemarketing initiative using Microsoft Dynamics AX Sales and Marketing functionality
• Reflect the sales organization by creating sales units
• Attach employees to the created sales units and maintain them
• Define sales targets for the sales unit and sales personnel
• Set up and maintain synchronization from the Sales and Marketing module to Microsoft Outlook
• Create and attach a document to an activity, business relation, or contact person