4 ax crm setup

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  • You are not required to set up other number sequences to use the CRM module.
  • The Business relations form connects to the Relations table, Customer table, and Vendor table using a three number series: • Relation number • Customer number • Vendor number
  • Segments, Sub-segments, and Sales Districts set data criteria for analysis based on the company's perceptions and needs.
  • Global address book: A centralized table holding names for all party master data records (customer, vendor, employee, etc.) in Microsoft Dynamics AX.
  • 4 ax crm setup

    1. 1. Customer Relationship ManagementMicrosoft Dynamics AX 2009
    2. 2. Setup Procedures:Number Sequences: - Business Account (Automatic Or Manual) - Relation Account (Automatic Only)CRM→SETUP→PARAMETERS→NUMBER SEQUENCES TAB. Business relations can be customers, vendors, or organizations .
    3. 3. Setup Procedures:CONNECTING DATA TO THE BUSINESS RELATIONS FORM.
    4. 4. Setup Procedures:Create Relation Types:The two obvious types of business relations are Customer andVendor. Suggestions for other relation types include New,Imported, Prospect, Sales Lead, Competitor, or Partner.CRM→SETUP→CONTACT MANAGEMENT→BUSINESS RELATIONS→RELATIONTYPES
    5. 5. Connecting Employees with User ID An employee and a user are different. An employee might have access to the system. A user definitely has access to the system. ADMINISTRATION→USERS→ USER RELATIONS BUTTON→USER RELATIONS FORM GENERAL TAB Employees are not required to be connected to a user ID. For example: • An employee no longer with the company • An employee in a position where access to Microsoft Dynamics AX is not required
    6. 6. Setup Procedures:Business relations can be categorized in:1- Segment (Sub Segment)2- Sales District3- Company Chain4- Status (For data analysis)5- ABC Codes (For Rating)CRM→SETUP→CONTACT MANAGEMENT→BUSINESS RELATIONS→Synchronization between customers/vendors and businessrelations
    7. 7. Setup Procedures:Converting Business Relation:- Convert any relation type to another except Customers & Vendors.-The conversion to a customer must be done when the businessrelation accepts a quotation.-Using the Convert to customer or Convert to vendor from Functionsbutton on the Business relations form.
    8. 8. Setup Procedures:Synchronizing Customer/Vendor Tables:-Used for transfer data in the customer and vendor tables to theBusiness relations form. By The Following: 1- Create new customer in customer details form in AR. 2- Select the customer & Open Global Address Book. (From the left side of customer details form) 3- Click Setup button and select “Business Relation” 4- Create new “Business Relation” & select Relation Type Prospect, Not Customer. (Note: Functions > Convert to customer is disabled) 5- To convert from “Prospect” to “Customer” type, make any changes in the customer details form. (This will synch relation type , Ex: Change the language in customer details)

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