80421: Sales and Marketing in Microsoft Dynamics AX 2012

80421: Sales and Marketing in Microsoft Dynamics AX 2012 Course Description

Duration: 2.00 days (16 hours)

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.

Next Class Dates

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Intended Audience for this 80421: Sales and Marketing in Microsoft Dynamics AX 2012 Course

  • » 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. Customers with a basic knowledge of their own CRM processes are preferred.

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80421: Sales and Marketing in Microsoft Dynamics AX 2012 Course Objectives

  • » 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

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80421: Sales and Marketing in Microsoft Dynamics AX 2012 Course Outline

      1. Module 1: Overview
        1. Overview
        2. Customer Relationship Management
        3. The Customer
        4. Sales and Marketing and CRM
      2. Module 2: Sales and Marketing Setup
        1. Overview and Scenario
        2. Sales and Marketing Module Setup
        3. Transaction Log
        4. Lab : Set Up CRM Module
      3. Module 3: Sales Management
        1. Overview and Scenario
        2. The Sales Unit
        3. Sales Targets
        4. Management Statistics
        5. Lab : Creating Sales Units and Targets
      4. Module 4: Prospects
        1. Overview and Scenario
        2. The Prospect
        3. Segmentation and Categorization
        4. Prospect Maintenance
        5. Lab : Create New Prospects
      5. Module 5: Contact Activities and Responsibilities
        1. Overview and Scenario
        2. Defining Responsibilities
        3. Contact Information
        4. Activities
        5. Lab : Create Contacts
        6. Lab : Creating an Activity
      6. Module 6: Telemarketing
        1. Overview and Scenario
        2. Telemarketing Setup
        3. Creating Call Lists
        4. Telemarketing Maintenance
        5. Lab : Create a Call List
      7. Module 7: Campaigns
        1. Overview and Scenario
        2. Campaign Maintenance
      8. Module 8: Leads and Opportunities
        1. Overview
        2. Process Definitions
        3. Leads
        4. Opportunities
        5. Lab : Qualify and Convert a Lead to an Opportunity
      9. Module 9: Case Management
        1. Overview
        2. Setup
        3. Working with Cases
        4. Knowledge Articles
        5. Case Management Examples
      10. Module 10: Common Tools Setup
        1. Overview and Scenario
        2. Document Management Setup
        3. Mailing Lists and Merge Files
        4. Microsoft Dynamics AX and Outlook Synchronization
        5. Computer Telephone Integration

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Do you have the right background for 80421: Sales and Marketing in Microsoft Dynamics AX 2012?

Skills Assessment

We ensure your success by asking all students to take a FREE Skill Assessment test. These short, instructor-written tests are an objective measure of your current skills that help us determine whether or not you will be able to meet your goals by attending this course at your current skill level. If we determine that you need additional preparation or training in order to gain the most value from this course, we will recommend cost-effective solutions that you can use to get ready for the course.

Our required skill-assessments ensure that:

  1. All students in the class are at a comparable skill level, so the class can run smoothly without beginners slowing down the class for everyone else.
  2. NetCom students enjoy one of the industry's highest success rates, and pass rates when a certification exam is involved.
  3. We stay committed to providing you real value. Again, your success is paramount; we will register you only if you have the skills to succeed.
This assessment is for your benefit and best taken without any preparation or reference materials, so your skills can be objectively measured.

Take your FREE Skill Assessment test »

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Award winning, world-class Instructors

Charles W.
- Expert in Microsoft Office applications such as Excel, Word, PowerPoint, Outlook, Project, Visio, and Access as well as Adobe Graphic and Web Designer (InDesign, Acrobat, Photoshop, Illustrator, Dreamweaver and Flash Catalyst)
- Holds an A.A.S in Graphic Design as well as various Awards and Affiliations, including MCT, MCP, MCAS, and Office 2007 Master.
- Senior Lead Trainer for over 10 years.


Charles is a Technical Trainer & Instructional Designer for over 10 years. He is a Microsoft Certified Trainer and dedicates himself to Microsoft Office applications such as Excel, Word, PowerPoint, Outlook, Project, Visio, and Access. He is also an Adobe specialist and holds a degree in Graphic Design.

Charles is well known for his high evaluation scores, achieving 8.75 out of 9 on a regular basis, teaching in one-on-one, instructor-led, and web-based environments; one of the reasons for his high evaluation is his expertise in increasing personnel performance by developing and implementing programs constructed from the job task analysis process. Charles currently teaches Adobe Graphic and Web Designer, and Microsoft Office Specialist courses at NetCom Learning.
David H.
David is a hands-on, dynamic and experienced financial systems consultant with successful work history of implementing large scale ERP systems, managing and directly responsible for data migration, financial report validation and customization, end-user training, process documentation and automation. David has been a trainer for more 21 years.
Ginger M.
- Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University.
- Over 9 years of experience as a Master Certified Trainer. Expert in MS Dynamics GP Financials, Installation, HR/Payroll, Project Accounting, Inventory and Integration Manager.
- Project Manager to various MS Dynamics Great Plains implementations.


Ginger holds a Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. Her career started as an Auditor for Deloitte & Touch and over the years she developed her passion for Microsoft Dynamics, implementing Dynamics GP and Project Cost in the Professional Services, Commercial Real Estate and Medical Facilities vertical markets.

Ginger's experience with Microsoft Dynamics is unparalleled. As a Certified Master Dynamics trainer, she stays abreast of the latest Dynamics modules and shares experience with a very hands-on training technique at NetCom Learning.
Lynn D.
- Over 25 years of experience working as Senior Financial Analyst and Senior Auditor.
- Professor of Graduate Management and Business School at the University of Phoenix since 2007.
- Microsoft Certifications in Financials, Trade & Logistics, Production and Human Resources Management as well as Microsoft Certified Trainer (MCT) since 2009.


Lynn is a very accomplished Senior Financial Analyst and Senior Auditor with over 25 years of experience. She has been a Microsoft Certified Trainer since 2009 and a Professor of Graduate Management and Business School at University of Phoenix since 2007. In addition to several other Microsoft certifications, she is also a specialist in Microsoft Dynamics AX.

Lynn has taught several Microsoft Dynamics AX courses at NetCom Learning and is described by her students as very knowledgeable, qualified, and patient with her approach. Her classes are very dynamic and energetic, just as the course per se.
Ramesh P.
Ramesh holds a Masters Degree in Computer Science with specialization in Information Security and is pursuing his Doctoral degree in IT from the University of South Australia (UniSA). He is a one of a kind trainer - he has been working in the IT field since 1995 and is an expert in C#, VB.NET, ASP.NET, Java/J2EE, PL/SQL, VB, ASP, and XML technologies. Ramesh also has extensive experience developing and implementing BizTalk and SharePoint in large corporations, as well as more than 10 years experience working with Oracle and SQL server/Sybase databases. With more than 19 certifications, Ramesh is an IT guru and trainer with worldwide experience, which includes presentations and trainings across US, Asia, and Middle East. He is a full time instructor at NetCom Learning and we couldn't be happier in having him as one of our Subject Matter Experts.
Ronald C.
- Founder and Managing Partner of Guided Technology Inc. which provides Microsoft consulting expertise and educational services for corporate and government.
- At Guided Technology, Ron was responsible for creating a strategic roadmap for First Data Corporation.
- At New York City Department of Finance, as Senior Manager & Design Architect, Ron designed and implemented IBM Servers collecting $15 billion in tax revenue.

Ron has always enjoyed teaching and instructing others, whether in the installation process of software and hardware upgrades, or as working as the Head of Training for Valinor, a Microsoft Consulting Partner, where Ron managed the company's training centers and worked as a Senior Instructor (MCT).

In addition to working in the management level of the business and software consulting market for over 18 years, Ron also worked as a Surface Warfare Officer and Weapons Officer in the United States Navy, serving two tours of duty. He served aboard the USS Tuscaloosa from 1984 -1987, and participated in two Western Pacific Deployments.

Ron loves basketball and played on Trinity College's varsity basketball team for all four years of college.

Satish R.

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Recent Client Testimonials & Reviews

Nice place to learn I recommend!

- Julio J.

Course(s) Taken

» Microsoft Dynamics AX7 : Finance, Trade & Logistics 2016 Combo

Excellent job fielding questions, followed up with answers the following day for questions not immediately able to answer.
John David S.
Course(s) Taken

» Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated Combo

I really enjoyed this instructor. He had a great sense of humor, could read when the students needed a break, and had good examples. Very personable.
Brie B.
Course(s) Taken

» Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated Combo

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