Customer Relationship Management

Microsoft Dynamics AX 2009

Assign Responsibilities to Employees & Business Relations

- Setup the main responsibilities in the company.- Assign responsibilities to Customer / Vendor / Relation….CRM->Setup->Responsibilities

- Assign responsibilities to business relation.CRM->Common Form->Business Relation Details->Setup->Responsibility

The Contact Person

The Sales and Marketing module focuses on person-to-person contacts between a salesperson and the contact person of the business relation.

The Contact PersonThere are nine setup tables used for administering contact persons.

- Job Title- Function- Character- Interest- Decision- Loyalty- Persona Title- Complimentary Close- Salutation

Update Contact Person (Mass Update) CRM→PERIODIC→UPDATE→UPDATE CONTACT PERSONS

ActivitiesActivities are the tasks, appointments, events, and actions sales personnel perform

daily together with business relations, contact persons, market campaigns, and quotation

Activity Phase Activity Plan Activity Type

Appointment TaskEvent Action

Categories

Sales Quotation

Quotation TypesDocument

Title

Introduction

Conclusion

Link Quotation With Activity

(Auto creation)

CRM > SETUP > PARAMETERS

AR > SETUP > QUOTATIONS > TYPES

CR

M > SE

TU

P > CO

NTA

CT

 MA

NA

GE

ME

NT

 > QU

OTAT

ION

S

Setups

Sales QuotationWorking

with Quotation

Quotation Status

Created Sent Confirmed

Lost Canceled

Print Quotation

If Create from Business Relation: Before converting a quotation to a sales order, manually convert the business relation to a customer OR from function button on sales order.

Converted to Sales Order (Item Reservation)

Create Quotation From:

Existing Customer

Business Relation

Sales QuotationWorking

with Quotation

Competing Quotations

Internal Competing Quote

Parent Quote

Child Quote

Ex: High Quality, High Prices

Ex: Low Quality, Low Prices

These quotations are competing because the customer will not select both. CRM > QUOTATIONS LIST PAGE > SALES QUOTATION DETAILS >Alternative quotations

 

Sales QuotationWorking

with Quotation

Competing Quotations

Can be linked to:

CRM > QUOTATIONS LIST PAGE > SALES QUOTATION DETAILS > OTHER TAB

 

Sales Quote

Campaign ID Call List OpportunitiesProject Module

Sales QuotationWorking

with Quotation

Price Simulation

The price simulation tool enables discounting on a total quotation basis or on a quotation line basis and calculates the effect of the discount on the contribution margin.

Line Item

Total Quotation

Price Simulation /Per OR

Sales QuotationQuotation Workflow