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  • Senior Program Manager Lead: Summit 2010 Share - Learn - Save

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    CRM in Microsoft Dynamics AX Key investments in 2009: Enabling Dynamics AX CRM on the Web New elements: leads and opportunities Global address book. CRM on Enterprise Portal Summit 2010 Share Learn Save Global address Book Unified communications Common repository for people and organizations across AX Shared postal address and contact information. Ability to set multiple user definable relationships between parties integration to Unified Communication Server (aka Lync) instant insight into availability of employees and contacts Communication directly through instant messaging, e-mail, and telephone.

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    CRM in Microsoft Dynamics AX Key investments in 2009: Enabling Dynamics AX CRM on the Web New elements: leads and opportunities Global address book. CRM on Enterprise Portal Summit 2010 Share Learn Save Global address Book Unified communications Common repository for people and organizations across AX Shared postal address and contact information. Ability to set multiple user definable relationships between parties integration to Unified Communication Server (aka Lync) instant insight into availability of employees and contacts Communication directly through instant messaging, e-mail, and telephone.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Scarica in formato PDF, TXT o leggi online su Scribd
    Segnala contenuti inappropriati
    44 visualizzazioni13 pagine

    Senior Program Manager Lead: Summit 2010 Share - Learn - Save

    Caricato da

    mariuspopescu2001
    CRM in Microsoft Dynamics AX Key investments in 2009: Enabling Dynamics AX CRM on the Web New elements: leads and opportunities Global address book. CRM on Enterprise Portal Summit 2010 Share Learn Save Global address Book Unified communications Common repository for people and organizations across AX Shared postal address and contact information. Ability to set multiple user definable relationships between parties integration to Unified Communication Server (aka Lync) instant insight into availability of employees and contacts Communication directly through instant messaging, e-mail, and telephone.

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    di 13

    Tony Bernard (abernard@microsoft.

    com) Senior Program Manager Lead

    Summit 2010

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    A functional overview of CRM in Microsoft Dynamics AX Key investments in Dynamics AX 2009: Enabling Dynamics AX CRM on the Web New elements: leads and opportunities Global address book

    Summit 2010

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    Marketing
    Campaign management Business analytics Questionnaire Leads and prospects Import leads & contacts Mailings & e-mail Cost tracking Telemarketing Telephony integration
    Summit 2010

    Sales
    Opportunities Quotations Competitor tracking Sales territories Sales targets Commissions Master planning integration Activity management Outlook integration

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    Leads and Opportunities Process, Activities, and Responsibilities

    Role centers and Client refresh Enterprise Portal

    Global address book Unified communications


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    Leads and Opportunities Process, Activities, and Responsibilities

    Leads management
    Tracking and ranking options Identification of lead source Qualifying processes

    Opportunity management
    Tracking and ranking options Identification of opportunity source Revenue metrics Competitor tracking Sales process
    5 Summit 2010 Share | Learn | Save

    Leads and opportunities

    Summit 2010

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    Role centers Enterprise Portal

    Role centers
    Sales and Marketing Executive, Sales manager, Sales representative, Account manager, Marketing manager, Marketing coordinator

    Web access for CRM functionality


    Business relation, customer, contacts, activities, leads, and opportunities.

    Summit 2010

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    CRM on Enterprise Portal

    Summit 2010

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    Global address Book Unified communications

    Common repository for people and organizations across AX


    Shared postal address and contact information Ability to set multiple user definable relationships between parties

    Integration to Unified Communication Server (aka Lync)


    Instant insight into availability of employees and contacts Communication directly through instant messaging, e-mail, and telephone
    9 Summit 2010 Share | Learn | Save

    Global address book

    10

    Summit 2010

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    11

    Summit 2010

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    Session CRM04 Introduction to Dynamics CRM CRM03 Compare and Contrast AX CRM and Dynamics CRM CRM01 Introduction to Dynamics CRM CRM02 Understanding the CRM Connector for Dynamics AX

    Time Session 4 Tuesday, 5 6 PM Session 6 Wednesday, 9:30 10:30 AM Session 13 Thursday, 11 AM 12 PM Session 14 Thursday, 2:30 3:30 PM

    Location Grouper Grouper Labrid Eisenia Eisenia

    AX08 Understanding the Global Session 8 Address Book in AX 2009 Wednesday, 2:00 3:00 PM

    Summit 2010

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    2010 Microsoft Corporation. All rights reserved. Microsoft, Microsoft Dynamics, the Microsoft Dynamics logo, and [list other trademarks] are trademarks of the Microsoft group of companies. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

    Summit 2010

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