Managed Business & IT Training Solutions

MBIT Training Ltd

New Products

Free event - CompTIA Security+ primer

MBIT Training Ltd are pleased to offer a 'CompTIA Security+ primer'. This event features s...
£0.00 (GBP)

Implementing and Managing Windows 10 (20697-1 part of MCSA Windows 10)

This course provides students with the knowledge and skills required to install and config...
£1,950.00 (GBP)

Course: Supporting and Troubleshooting Windows 10 (10982)

This course is designed to provide students with the knowledge and skills required to supp...
£1,950.00 (GBP)

Introduction to Oracle 12c PL/SQL Programming

A Relational Database Management System (RDBMS) is a software system that allows you to cr...
£1,690.00 (GBP) £1,200.00 (GBP)

Oracle 11g Database Administration

This class will develop the key fundamental skills necessary to be an Oracle® DBA. Student...
£2,990.00 (GBP) £2,000.00 (GBP)

Microsoft Security Development Lifecycle (SDL)

The Security Development Lifecycle (SDL) is a software development process that helps deve...
£1,150.00 (GBP) £900.00 (GBP)

ITIL Foundation Certification - IT Service Management

The Information Technology Infrastructure Library (ITIL), is a set of detailed practices f...
£1,995.00 (GBP) £1,570.00 (GBP)

Course: Querying Microsoft SQL Server® 2014 (20461) part of MCSA SQL Server 2012 / 2014

This 5-day instructor led course provides students with the technical skills required to w...
£1,690.00 (GBP)

Course: Core Solutions of Skype for Business 2015 (20334 part of MCSE Communication)

This course provides students with the knowledge and skills that are required to plan, dep...
£1,790.00 (GBP)

Designing and Deploying Microsoft Exchange Server 2016 (20345-2 part of MCSE Messaging)

This course provides experienced Exchange Server administrators with the knowledge to desi...
£1,690.00 (GBP)

Administering Microsoft Exchange Server 2016 (20345-1 part of MCSE Messaging)

This 5-day instructor-led course teaches IT professionals how to administer and support Ex...
£1,690.00 (GBP)

Enabling and Managing Office 365 (20347 part of MCSA Office 365)

This is a 5-day instructor-led training (ILT) course that targets the needs of IT professi...
£1,990.00 (GBP) £1,690.00 (GBP)

Course: Developing SQL Data Models (20768 part of MCSA SQL 2016 BI)

This three-day instructor-led course is aimed at database professionals who fulfil a Busin...
£1,950.00 (GBP) £995.00 (GBP)

Course: Implementing a SQL Data Warehouse (20767 part of MCSA SQL 2016 BI)

This 5-day instructor led course describes how to implement a data warehouse platform to s...
£1,950.00 (GBP) £1,790.00 (GBP)

Course: Administering a SQL Database Infrastructure (20764 part of MCSA SQL 2016 DA)

This five-day instructor-led course provides students who administer and maintain SQL Serv...
£1,950.00 (GBP) £1,790.00 (GBP)

Course: Provisioning SQL Databases (20765 part of MCSA SQL 2016 DA)

This five day course is designed to teach students how to provision SQL Server databases b...
£1,950.00 (GBP)

Course: Developing SQL Databases (20762 part of MCSA SQL 2016)

This four-day instructor-led course provides students with the knowledge and skills to dev...
£1,950.00 (GBP) £1,290.00 (GBP)

Course: Querying Microsoft SQL Server (20761 part of MCSA SQL 2016)

The main purpose of this 3 day instructor led course is to give students a good understan...
£1,950.00 (GBP) £995.00 (GBP)

Identity with Windows Server 2016 (20742 part of MCSA Windows Server 2016)

This five-day instructor-led course teaches IT Pros how to deploy and configure Active Dir...
£1,790.00 (GBP)

Networking with Windows Server 2016 (20741 part of MCSA Windows Server 2016)

This 5-day classroom-based course provides the fundamental networking skills required to d...
£1,790.00 (GBP)

Installation, Storage, and Compute with Windows Server 2016 (20740 part of MCSA Windows Server 2016)

This five-day course is designed primarily for IT professionals who have some experience w...
£1,790.00 (GBP)

MCSA: Windows Server 2012

MCSA: Windows Server 2012 certification qualifies you for a position as a network or compu...
£3,275.00 (GBP) £2,695.00 (GBP)

Course: Automating Administration with Windows PowerShell (10961)

In this five day course you will learn to execute and monitor scripts more efficiently thr...
£1,550.00 (GBP)

Course: Automating Administration with Windows PowerShell 2.0 (10325)

This course 'Automating Administration with Windows PowerShell 2.0' provides students with...
£1,550.00 (GBP)

Course: Sales and Marketing in Microsoft Dynamics® AX 2012 (80421)

This two-day instructor-led training (ILT) course provides students with the knowledge and skills to set up and use the CRM functionality in the Sales and Marketing module for Microsoft Dynamics® AX 2012.
SKU: 80421
GTIN: 80421
Manufacturer: Microsoft
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£620.00 (GBP)

This two-day instructor-led training (ILT) course provides students with the knowledge and skills to set up and use the CRM functionality in the Sales and Marketing module for Microsoft Dynamics® AX 2012. The topics covered in the course include basic setup of sales management, leads, prospects, opportunities, and campaigns. Additionally, it introduces process definitions and synchronization of data in other areas associated with the sales order chain.

This course is intended for IT professionals who have a moderate understanding of the Microsoft Dynamics AX 2012 Sales and Marketing module. This course targets those IT professionals who are responsible to set up CRM processes throughout the customer’s sales process.

At Course Completion

  • Understand the basic theory of customer relationship management.
  • Understand CRM-based elements.
  • Gain an overview of the various parts of the Sales and Marketing module.
  • Set up number sequencing information for CRM.
  • Set up relation type for prospects.
  • Set up transaction logging for CRM.
  • Reflect the sales organization by creating sales units.
  • Define sales targets for the sales unit and sales personnel.
  • Describe the graphical view that management statistics provides.
  • Define prospects.
  • Set up the categorizations to use the prospects functionality correctly.
  • Create and maintain prospects.
  • Define and assign responsibilities.
  • Create and maintain contact persons connected to prospects.
  • Create and maintain activities for prospects and contact persons.
  • Set up the telemarketing and default values.
  • Create and work with call lists.
  • Execute a telemarketing initiative.
  • Create and maintain campaigns.
  • Distribute campaign responsibilities.
  • Delete an intercompany order chain.
  • Define process definitions.
  • Create a lead.
  • Qualify a lead.
  • Create an opportunity.
  • Create a Competitor record.
  • Create a case.
  • Add actions to a case.Create a knowledge article.
  • Work with document handling in Microsoft Dynamics AX's Sales and Marketing module
  • Work with mailing lists.
  • Set up and maintain synchronization between the Microsoft Dynamics AX Sales and Marketing module and Microsoft® Outlook®.
  • Setup the Computer Telephone Integration system

Course Requirements:

Students looking to take this course (80421) must already have the following technical knowledge:

  • Introduction to Microsoft Dynamics® AX 2012