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UBAX02 - Compare & Contrast: Sales & Marketing in Microsoft Dynamics AX vs. Microsoft Dynamics CRM. Agenda. Dynamics AX CRM Overview Dynamics CRM Overview Compare & Contrast Wrap-up. Dynamics AX CRM. What’s new in AX 2009 CRM. Role Centers/Dashboards Lead & Opportunity Management
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Analytics and Graphical Reporting for quick assessments
Cues identify specifics to focus on
Links to everything relevant to me
Worklist pushing activities and workflows to the end users
Snap-in Data to Word, Excel, Outlook, etc
Select the Fields from AX to display in Excel
Look up and insert records from AX directly into Word...
Quickly build reports and spreadsheets from AX Data
“We need a solution that helps make our jobs easier – not harder.”
“We need a solution that adapts to fit our unique business needs.”
“We need a solution that is easily managed by our already constrained IT resources.”
Performance and Scalability
Using the familiar Outlook interface, all CRM functionality is available to the user.
CRM utilizes the folder structure to navigate to areas of interest and the imbedded Toolbar allows quick and easy access to CRM functionality.
Standard Outlook forms have the CRM Add-in allowing users to simply click Track in CRM and set what entity the email is regarding.
Track Contacts Appointments, Meetings and Tasks as you do today, which are synched to CRM
Works the Way You Do
Works the Way Your Business Does
Works the Way Technology Should
Native Outlook Experience
Build, Deploy and Extend
UBAX03 Introduction to Microsoft Dynamics CRM for the Microsoft Dynamics AX UserTrack: Microsoft Dynamics AXRoom: A307Sunday, April 1016:45-18:00Session Details Looking to learn more about Microsoft Dynamics CRM? Wondering what this application can provide to allow your company to better manage customer data? If so, don't miss this AXUG DayONE breakout session, where a view and demo of Microsoft Dynamics CRM will take place. This session will also include a review of the integration currently available between Microsoft Dynamics AX and Microsoft Dynamics CRM. For more information about DayONE and the AXUG, visit the AXUG web site at AXUG.com.
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