Configuring Sales and Marketing Withn Dynamics AX 2012
 

Configuring Sales and Marketing Withn Dynamics AX 2012

on

  • 876 views

The Sales and Marketing area within Dynamics AX does a lot more than just track Customers, Sales Orders and Invoices. It has a whole lot of CRM functionality included that that allows you to track ...

The Sales and Marketing area within Dynamics AX does a lot more than just track Customers, Sales Orders and Invoices. It has a whole lot of CRM functionality included that that allows you to track Activities, Cases, Contacts, Prospects, Opportunities, Leads, Campaigns, and also Telemarketing Call Lists.
In most cases, it is just as good as (if not better than) any of the other stand-alone CRM system, especially because you don’t need to buy any more licenses, or load any more software, because all of the functionality is delivered with the system.

In this guide we will show you how to all of the base CRM features within the Sales and Marketing area of Dynamics AX.

Statistics

Views

Total Views
876
Views on SlideShare
876
Embed Views
0

Actions

Likes
0
Downloads
180
Comments
0

0 Embeds 0

No embeds

Accessibility

Categories

Upload Details

Uploaded via as Adobe PDF

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

Configuring Sales and Marketing Withn Dynamics AX 2012 Configuring Sales and Marketing Withn Dynamics AX 2012 Document Transcript

  • MURRAY FIFE Dynamics AX 2012 Companion CONFIGURING SALES AND MARKETIG WITHIN DYNAMICS AX 2012
  • CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 BY MURRAY FIFE
  • Copyright © 2014 Murray Fife All Rights Reserved ISBN: 1499262841 ISBN-13: 978-1499262841 View slide
  • What you need for this Blueprint All the examples shown in this blueprint were done with the Microsoft Dynamics AX 2012 virtual machine image that was downloaded from the Microsoft CustomerSource or PartnerSource site. If you don't have your own installation of Microsoft Dynamics AX 2012, you can also use the images found on the Microsoft Learning Download Center. The following list of software from the virtual image was leveraged within this blueprint: • Microsoft Dynamics AX 2012 Even though all the preceding software was used during the development and testing of the recipes in this book, they may also work on earlier versions of the software with minor tweaks and adjustments, and should also work on later versions without any changes. Errata Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you find a mistake in one of our books—maybe a mistake in the text or the code—we would be grateful if you would report this to us. By doing so, you can save other readers from frustration and help us improve subsequent versions of this book. If you find any errata, please report them by emailing murray@murrayfife.me. Piracy Piracy of copyright material on the Internet is an ongoing problem across all media. If you come across any illegal copies of our works, in any form, on the Internet, please provide us with the location address or website name immediately so that we can pursue a remedy. Please contact us at murray@murrayfife.me with a link to the suspected pirated material. We appreciate your help in protecting our authors, and our ability to bring you valuable content. Questions You can contact us at murray@murrayfife.me if you are having a problem with any aspect of the book, and we will do our best to address it. Preface View slide
  • 11 INTRODUCTION 13 CONFIGURING SALES MANAGEMENT 15 Configuring Sales Units 23 Assigning Employees to Sales Units 29 Defining Responsibilities 35 Assigning Responsibilities to Sales Units 41 Configuring Default Sales Queries 47 Configuring The Default Management Statistics 59 Configuring Transaction Logging 67 CONFIGURING ACTIVITY MANAGEMENT 69 Defining Activity Types 75 Defining Activity Phases 81 Defining Activity Plans 87 Configuring Activity Defaults 93 Recording Activities Against Customers 101 CONFIGURING CASE MANAGEMENT 103 Defining Your Standard Case Categories 113 Configuring Default Case Processes 123 Loading Knowledge Articles 129 Associating Knowledge Articles With Case Categories 135 Creating Cases For Customers 141 Creating Activities Against Cases 147 Using Knowledge Articles in Cases Table Of Contents
  • 153 CONFIGURING CONTACT MANAGEMENT 155 Define Contact Person Titles 161 Defining Function of Persons 167 Creating Contacts 175 Creating Contacts From Customer Accounts 179 Viewing All Contacts For A Customer 185 Marking Contacts To Synchronize With Outlook 189 Linking To Outlook For Synchronization 201 Synchronizing Contacts With Outlook 207 CONFIGURING PROSPECT MANAGEMENT 209 Defining Prospect Relation Types 215 Defining Prospect Segmentation 223 Defining Prospect Statuses 229 Defining Sales Districts 235 Creating New Prospects 245 Creating Contacts for Prospects 253 Converting a Prospect Into a Customer 263 CONFIGURING OPPORTUNITY MANAGEMENT 265 Defining Opportunity Phases 271 Defining Opportunity Probability 277 Defining Opportunity Prognosis 283 Defining Opportunity Reasons 289 Configuring Sales Processes For Opportunities 297 Assigning Default Activities to Sales Processes 303 Specifying Exit Criteria For Sales Process Stages 309 Creating Opportunities From Prospect Records 315 Updating Sales Process Stages
  • CONFIGURING OPPORTUNITY MANAGEMENT (Ctd.) 319 Defining Competitors 325 Tracking Competitors Against Opportunities 331 Creating Quotations For Opportunities 339 Converting A Quotation Into A Sales Order 349 Creating Collaboration Workspaces For Opportunities 357 CONFIGURING LEAD MANAGEMENT 359 Defining Lead Types 365 Defining Lead Priorities 371 Defining Lead Ratings 377 Configuring Lead Qualification Processes 385 Creating New Leads 391 Creating An Opportunity From A Lead 395 CONFIGURING CAMPAIGN MANAGEMENT 397 Defining Campaign Groups 403 Defining Campaign Types 409 Defining E-mail Categories 415 Configuring Campaign Processes 423 Copying Stages And Activities From Other Campaign Processes 429 Configuring Campaign Parameters 435 Configuring The System Archive Directory 439 Creating New Campaigns 445 Selecting Target Contacts For Campaigns 457 Creating E-mail Groups From Campaigns 465 Sending E-mail Distributions From A Campaign
  • 471 CONFIGURING TELEMARKETING 473 Defining Telemarketing Cancellation Reason Codes 479 Creating A New Call List 487 Creating A Call List From An Existing Campaigns 495 Distributing Call List Targets To Responsible Employees 501 Viewing A Users Current Call List Distribution Accounts 505 Creating Opportunities from Call Distribution Lists 509 CONFIGURING CALL LIST SCRIPTS USING QUESTIONNAIRES 511 Defining Question Types 517 Defining Answer Groups 523 Defining Valid Answer Group Answers 529 Configuring Questions 539 Defining Questionnaire Types 545 Configuring a Questionnaire 555 Assigning a Questionnaire to a Call List 559 Using Questionnaires While Processing Call Lists 563 SUMMARY
  • INTRODUCTION The Sales and Marketing area within Dynamics AX does a lot more than just track Customers, Sales Orders and Invoices. It has a whole lot of CRM functionality included that that allows you to track Activities, Cases, Contacts, Prospects, Opportunities, Leads, Campaigns, and also Telemarketing Call Lists. In most cases, it is just as good as (if not better than) any of the other stand-alone CRM system, especially because you don’t need to buy any more licenses, or load any more software, because all of the functionality is delivered with the system. In this guide we will show you how to all of the base CRM features within the Sales and Marketing area of Dynamics AX.
  • 14 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012
  • 15 CONFIGURING SALES MANAGEMENT Before we start tracking Activities, creating Prospects, Leads and Opportunities, and using any of the other cool features that are available within the Sales and Marketing area of Dynamics AX, you will want to configure some of the Sales Management features so that you can track and report of everything that you will be doing. The Sales Management functions include the definition of your Sales Units, the configuration of Transaction Logging and also the configuration of the Statistic tracking so that you can track all of the queries based around the Sales and Management functions. In this chapter we will show you how to configure the Sales Management features within the Sales and Marketing area.
  • 16 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012
  • 17 Configuring Sales Units The first step is for you to configure your Sales Units. This allows you to create your reporting structure for all of your sales hierarchies which we will then be able to assign users to, and also associate different responsibilities to so that you can streamline the distribution of activities over the organization. In this example we will show how to configure your Sales Units.
  • 18 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 Click on the Sales Unit/Team menu item within the Sales Management folder of the Setup group within the Sales and Marketing area page. Configuring Sales Units
  • 19 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 When the Sales Unit/Team designer opens, click on the New button in the menu bar to create a new sales unit. Configuring Sales Units
  • 20 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 Give your Sales Unit a name and description, and repeat the process for all of the base groups. Configuring Sales Units
  • 21 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 You can also create child groups, by creating the Sales Unit and then assigning a Parent ID. Configuring Sales Units
  • 22 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 Once you have done this, if you check the Tree Control checkbox, you will be able to see the Sales Unit Hierarchy as a tree view. Once you have finished configuring the Sales Unit structure, click on the Close button to exit the form. Configuring Sales Units
  • 23 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012
  • 24 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012
  • 25 Assigning Employees to Sales Units After you have created your Sales Unit hierarchy, you will then want to assign your employees to the different sales units. You can do this right from the Sales Unit designer and is just a simple drag and drop process. Also at any time, if you want to rearrange the employees, then you just have to move them around within the designer which makes sales administration a little easier. In this example we will show how you can assign Employees to Sales Units.
  • 26 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 Open up the Sales Unit/Team maintenance form, and click on the Sales Unit Designer button to the right of the form. Assigning Employees to Sales Units
  • 27 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 This will open up a designer where you are able to see the Sales Unit hierarchy, and all of the employees within the organization. Assigning Employees to Sales Units
  • 28 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 To assign the users to the different sales hierarchies, just drag them from the employee list over to the area of the sales unit that you want them to belong to. Note: An employee can belong to multiple Sales Units if you like, Dynamics AX will track their assignments, and also have a primary assignment associated with their user. When you have finished setting up your Sales Unit assignments click on the Close button to exit the form. Assigning Employees to Sales Units
  • 29 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012
  • 30 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012
  • 31 Defining Responsibilities If you have a number of different groups of people within your Sales and Marketing organization, then you may want to configure the Responsibilities within Dynamics AX. This feature allows you to define all of the different areas of responsibility, and then identify the areas within Dynamics AX that they can affect. In this example we will show how to define your Employee Responsibilties.
  • 32 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 Select the Responsibilities menu item from within the Setup group of the Sales and Marketing area page. Defining Responsibilities
  • 33 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 When the Responsibilities maintenance form is displayed, click on the New button in the menu bar to add a new record. Defining Responsibilities
  • 34 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 Add the Responsibility Name and description, and then identify the areas within Sales and Marketing that they are Responsible for. Repeat the process for all of the other Responsibilities, and when you have finished setting up your Responsibilities click on the Close button to exit the form. Defining Responsibilities
  • 35 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012
  • 36 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012
  • 37 Assigning Responsibilities to Sales Units If you define Responsibilities within the Sales and Marketing module, then you can take advantage of them by assign them to the different Sales Units. This will allow you to default in Responsibilities based on the Sales Unit that is assigned to the accounts within Sales and Marketing. In this example we will show how you can assign Responsibilities by Sales Unit.
  • 38 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 Open up the Sales Unit/Team maintenance form, and click on the Responsibilities button to the right of the form. Assigning Responsibilities to Sales Units
  • 39 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 When the Responsibilities form is displayed, click on the New button within the menu bar to create a new Responsibility for the Sales Unit. Assigning Responsibilities to Sales Units
  • 40 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 Then select the Responsibility that you want to assign to the Sales Unit. Assigning Responsibilities to Sales Units
  • 41 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 You can repeat this process and assign as many Responsibilities to your Sales unit as you like. Once you have finished, just click the Close button to exit out of the form. Assigning Responsibilities to Sales Units
  • 42 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012
  • 43 Configuring Default Sales Queries The Sales and Marketing module has the ability to create reports and statistics on almost any information that you would like. The information that is reported off is set up through Sales Queries, but you need to load them first in order to use them. In this section we will show how to load the default Sales Queries so that you can start tracking statistics right away.
  • 44 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 Click on the Query Administration menu item within the Sales Management folder of the Setup group of the Sales and Marketing area page. Configuring Default Sales Queries
  • 45 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 When the Query Administration form is displayed, you will notice that there are no Queries. To create the set of default queries, just click on the Create Default Data menu button within the menu bar. Configuring Default Sales Queries
  • 46 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 This will load all of the default queries that you can start reporting off. Click on the Close button to exit the form. Configuring Default Sales Queries
  • 47 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012
  • 48 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012
  • 49 Configuring The Default Management Statistics Once you have your Queries configured you can configure the Management Statistics that you would like to track and create reports from. You can create your own custom Management Statistics later on, but for now we will just create the default statistics. In this example we will show how you can configure the default Management Statistics from the Sales Queries.
  • 50 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 Select the Management Statistics menu item from within the Sales Management folder of the Periodic group within the Sales and Marketing area page. Configuring The Default Management Statistics
  • 51 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 When the Management Statistics maintenance form is displayed, click on the New button within the menu bar. Configuring The Default Management Statistics
  • 52 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 Give your Management Statistic a version number, a Description, and then select the Category from the dropdown box. Configuring The Default Management Statistics
  • 53 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 Then click on the Function menu button and select the Import default query menu item to pull in all of the queries that are associated with the Category that you selected. Configuring The Default Management Statistics
  • 54 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 Dynamics AX will tell you how many Queries were imported, and you can close the InfoBox. Configuring The Default Management Statistics
  • 55 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 If you click on the Queries button on the menu bar, you will be able to see the queries that were imported for the Management Statistic Category. Configuring The Default Management Statistics
  • 56 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 Repeat the process for all of the other Categories. Configuring The Default Management Statistics
  • 57 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 If you want to test the Management Statistics, just click on the Calculate menu button on the Management Statistics form, and click OK button on the Select Query for Calculation. Configuring The Default Management Statistics
  • 58 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 Then click on the Graph menu button on the Management Statistics form, and click OK button on the Select Query for Showing Graph. Configuring The Default Management Statistics
  • 59 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 This will open up a graph showing the Management Statistic that you selected. Note: You can also change the graph style here so that it is a little more exciting than a simple bar chart. Configuring The Default Management Statistics
  • 60 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012
  • 61 Configuring Transaction Logging One final tool that you may want to configure within the Sales and Marketing area is the Transaction Logging. This allows you to track any or all of the transactions and activities that are performed within the system. It is a useful tool for auditing the activity within accounts, and also for reporting on after the fact. In this example we will show how you can configure the Transaction Logging feature within Sales and Marketing.
  • 62 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 Click on the Sales and Marketing Parameters menu item within the Setup group of the Sales and Marketing area page. Configuring Transaction Logging
  • 63 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 When the Sales and Marketing Parameters form is displayed, select the Transaction Log tab. Configuring Transaction Logging
  • 64 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 Check any or all of the data elements that you want to track, and then click the Close button to exit from the form. Configuring Transaction Logging
  • 65 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 To view all of the transactions that have been logged against the accounts within Sales And Marketing, just click on the Transaction Log menu button that you can usually find within the Related Information group on the General ribbon bar. Configuring Transaction Logging
  • 66 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 This will open up a Transaction Log view that shows all of the logged transactions that you can then drill into if you want. Configuring Transaction Logging
  • 67 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012
  • 68 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012
  • 69 CONFIGURING ACTIVITY MANAGEMENT Activities are used within Dynamics AX to track interactions that you have had, are having, and will have in the future, and you can use them almost everywhere within Dynamics AX where a customer, or vendor show up in the system. Before we start using Activities though there is a little bit of data that needs to be configures within Dynamics AX. In the following chapter we will show how to configure and use Activities within Dynamics AX.
  • 70 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012
  • 71 Defining Activity Types The first step is to define the Activity Types that are used within Dynamics AX to segregate out the different activities, and also allow you to track the different ways that you may be interacting with the contacts. In this section we will show how to define typical Activity Types.
  • 72 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 Select the Activity Types menu item from the Activities folder within the Setup group of the Sales and Marketing area page. Defining Activity Types
  • 73 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 When the Activity Types maintenance form is displayed, click on the New button in the menu bar to add a new record. Defining Activity Types
  • 74 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 Add the Activity Type and Description, and then repeat until you have entered all of the Activity Types. When you have finished setting up your Activity Types click on the Close button to exit the form. Defining Activity Types
  • 75 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012
  • 76 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012
  • 77 Defining Activity Phases Now we want to define your Activity Phases. These are used to indicate the current status that the activity is in and can be used to track the progress of the activities Dynamics AX. In the following section we will show how to configure Activity Phases.
  • 78 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 Select the Activity Phases menu item from the Activities folder within the Setup group of the Sales and Marketing area page. Defining Activity Phases
  • 79 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 When the Activity Phases maintenance form is displayed, click on the New button in the menu bar to add a new record. Defining Activity Phases
  • 80 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 When you have finished setting up your Activity Phases click on the Close button to exit the form. Defining Activity Phases
  • 81 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012
  • 82 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012
  • 83 Defining Activity Plans If you want to have activities that are part of a common plan or process, then you can define Activity Plans and use them to group activities. When you create activities this will then be an additional classification that you will be able to use. In the following example we will show you how to define Activity Plans.
  • 84 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 Select the Activity Plans menu item from the Activities folder within the Setup group of the Sales and Marketing area page. Defining Activity Plans
  • 85 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 When the Activity Plans maintenance form is displayed, click on the New button in the menu bar to add a new record. Defining Activity Plans
  • 86 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 When you have finished setting up your Activity Plans click on the Close button to exit the form. Defining Activity Plans
  • 87 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012
  • 88 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012
  • 89 Configuring Activity Defaults Finally we will want to tweak some of the defaults within your Sales and Marketing Parameters in order to get the most out of your activities. In this section we will show how to configure your Activity defaults within your Sales and Marketing parameters.
  • 90 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 Select the Sales and marketing parameters menu item from within the Setup group of the Sales and Marketing area page. Configuring Activity Defaults
  • 91 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 When the Sales and marketing parameters form is displayed select the Activities tab. Configuring Activity Defaults
  • 92 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 For each of the different activity areas within Dynamics AX, you can specify if you are able to create activities, and also what the default activity type and description will be. After you have configured your default activity configurations, just click on the Close button to exit from the parameter maintenance form. Configuring Activity Defaults
  • 93 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012
  • 94 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012
  • 95 Recording Activities Against Customers Once you have configured the activities within Dynamics AX, you can start using them to track all of your notes and interactions within Dynamics AX against customers. In this example we will show how to record Activities against customer records.
  • 96 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 Open up a customer record and switch to the General tab. If you click on the Activities button within the Activities group of the ribbon bar you will see a dropdown menu with all of the types of activities that you are able to record. Recording Activities Against Customers
  • 97 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 If you select the Record event option from the Activities menu button within the Activities group within the General ribbon bar, you can record events or conversations as they are occurring, or after the fact. Recording Activities Against Customers
  • 98 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 If you select the Schedule appointment option from the Activities menu button within the Activities group within the General ribbon bar, you can create appointments that you can then synchronize with your Outlook calendar. Recording Activities Against Customers
  • 99 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 If you select the New task option from the Activities menu button within the Activities group within the General ribbon bar, you can create tasks for yourself or other users which will show up as reminders within Outlook when you preform the synchronization. Recording Activities Against Customers
  • 100 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012 If you select the All Activities option from the Activities menu button within the Activities group within the General ribbon bar, you will be able to see all activities that have been recorded against the customer. Recording Activities Against Customers
  • 101 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012
  • 102 CONFIGURING SALES & MARKETING WITHIN DYNAMICS AX 2012
  • If you found this interesting and would like more information then you may want to check out the full version of this book on Amazon. Ready for more? Paperback: http://www.amazon.com/dp/1499262841/ Kindle: http://www.amazon.com/dp/B00JZ1K7WG/
  • Murray Fife is a Microsoft Dynamics AX MVP, Author, and Solution Architect at I.B.I.S. Inc with over 18 years of experience in the software industry. Like most people in this industry he has paid his dues as a developer, an implementation consultant, a trainer, and now spend most of his days working with companies solving their problems with the Microsoft suite of products, specializing in the Dynamics® AX solutions. Founded in 1989, I.B.I.S., Inc. (www.ibisinc.com) provides distributors and manufacturers with next-generation supply chain solutions to maximize their profitability. A winning combination of industry and supply chain expertise, world-class supply chain software developed in partnership with distributors and manufacturers, and 25 years of successful Microsoft Dynamics implementations has culminated in making I.B.I.S., Inc. the preferred Microsoft Dynamics partner and solution provider for distributors and manufacturers worldwide. EMAIL murray@murrayfife.me TWITTER @murrayfife SKYPE murrayfife AMAZON http://www.amazon.com/author/murrayfife BLOG http://dynamicsaxtipoftheday.com http://extendingdynamicsax.com http://atinkerersnotebook.com SLIDESHARE http://slideshare.net/murrayfife LINKEDIN http://www.linkedin.com/in/murrayfife About the Author