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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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agenda
Agenda
  • Dynamics AX CRM Overview
  • Dynamics CRM Overview
  • Compare & Contrast
  • Wrap-up
what s new in ax 2009 crm
What’s new in AX 2009 CRM
  • Role Centers/Dashboards
  • Lead & Opportunity Management
  • Global Address Book
  • Processes - Leads, Sales, etc
  • Workflows
  • Customer Support (in AX2012)
role centers
Role Centers

Analytics and Graphical Reporting for quick assessments

Cues identify specifics to focus on

Built-in KPIs

Links to everything relevant to me

Worklist pushing activities and workflows to the end users

integration with office
Integration with Office
  • Outlook
    • Accounts & Contacts
    • Appointments
    • Tasks
  • Word
  • Excel
business data lookup snap in
Business Data Lookup Snap-in

Snap-in Data to Word, Excel, Outlook, etc

Select the Fields from AX to display in Excel

business data lookup
Business Data Lookup

Look up and insert records from AX directly into Word...

business data lookup1
Business Data Lookup

Quickly build reports and spreadsheets from AX Data

ax crm concepts
AX CRM Concepts
  • Leads & Business Relations vs Customers & Vendors
  • Sales Orders vs Quotes vs Opportunities
  • Sales Process
    • Use multiple sales methodologies
    • Enforces compliance and tracks tasks
why dynamics crm
Why Dynamics CRM?

“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.”

Actionable Analytics

Performance and Scalability

am i in outlook or crm
Am I in Outlook or CRM?

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.

track in crm
Track in CRM

Standard Outlook forms have the CRM Add-in allowing users to simply click Track in CRM and set what entity the email is regarding.

easy synchronization
Easy Synchronization

Track Contacts Appointments, Meetings and Tasks as you do today, which are synched to CRM

traditional crm components
Traditional CRM Components
  • Sales Management
    • Contact & Account Management
    • Activity Management
    • Opportunities, Quotes & Orders
  • Marketing Management
    • Campaigns & List Management
  • Service Management
    • Contracts & Cases
    • Knowledge Base
what else do you get
What else do you get?
  • CRM Accelerators
    • Dashboards
    • Customer, Vendor, Partner Portals
    • Event Management
    • Extended Sales Forecasting
    • Analytics
  • XRM
    • Configure CRM to track “Anything”
microsoft dynamics crm core pillars successful deployment and implementation
Microsoft Dynamics CRMCore Pillars: Successful deployment and implementation

Works the Way You Do

Works the Way Your Business Does

Works the Way Technology Should

Native Outlook Experience

Easy Adaptability

Build, Deploy and Extend

similarities
Similarities
  • Lead and Opportunity Management
  • Sales Process Management
  • Quoting
  • Importing Data
  • Activities
  • Campaign Management and Email
  • Reports and Dashboards
  • Customer History
slide23

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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