Customer Relationship Management

Microsoft Dynamics AX 2009

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 .

Setup Procedures:

CONNECTING DATA TO THE BUSINESS RELATIONS FORM.

Setup Procedures:

Create Relation Types:

The two obvious types of business relations are Customer and Vendor. Suggestions for other relation types include New, Imported, Prospect, Sales Lead, Competitor, or Partner. CRM→SETUP→CONTACT MANAGEMENT→BUSINESS RELATIONS→RELATION TYPES

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

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 business relations

Setup Procedures:

Converting Business Relation:

- Convert any relation type to another except Customers & Vendors.-The conversion to a customer must be done when the business relation accepts a quotation.-Using the Convert to customer or Convert to vendor from Functions button on the Business relations form.

Setup Procedures:

Synchronizing Customer/Vendor Tables:-Used for transfer data in the customer and vendor tables to the Business 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)