1. Customer Relationship
Management
Microsoft Dynamics AX 2009

2. Assign Responsibilities to
Employees & Business Relations
- Setup the main responsibilities in the company.
- Assign responsibilities to Customer / Vendor / Relation….
CRM->Setup->Responsibilities
- Assign responsibilities to business relation.
CRM->Common Form->Business Relation Details->Setup->Responsibility

3. The Contact Person
The Sales and Marketing module focuses on
person-to-person contacts between a salesperson
and the contact person of the business relation.

4. The Contact Person
There are nine setup tables used for administering contact persons.
- Job Title
- Function
- Character
- Interest
- Decision
- Loyalty
- Persona Title
- Complimentary Close
- Salutation
Update Contact Person (Mass Update)
CRM→PERIODIC→UPDATE→UPDATE CONTACT PERSONS

5. Activities
Activities are the tasks, appointments, events, and actions sales personnel perform
daily together with business relations, contact persons, market campaigns, and
quotation
Activity Phase Activity Plan Activity Type
Categories
Event Appointment Task Action

6. Sales Quotation
CRM > SETUP > CONTACT MANAGEMENT > QUOTATIONS
Setups
Quotation
Document Types
Title
AR > SETUP > QUOTATIONS > TYPES
Link Quotation
Introduction With Activity
(Auto creation)
CRM > SETUP > PARAMETERS
Conclusion

7. Sales Quotation
Working
Quotation Status with
Quotation
Created Sent Confirmed
Create Quotation From: Print Quotation Converted to
Sales Order (Item
Reservation)
Lost Canceled
Existing
Customer
If Create from Business Relation:
Business
Before converting a quotation to a
Relation
sales order, manually convert the
business relation to a customer OR
from function button on sales
order.

8. Sales Quotation
Working
Competing Quotations with
Quotation
Parent Quote Ex: High Quality, High Prices
Child
Quote Ex: Low Quality, Low Prices
Internal Competing Quote
These quotations are competing because the customer will not select both.
CRM > QUOTATIONS LIST PAGE > SALES QUOTATION DETAILS >Alternative quotations

9. Sales Quotation
Working
Competing Quotations with
Quotation
Sales Quote
Can be linked to:
Project
Campaign ID Call List Opportunities Module
CRM > QUOTATIONS LIST PAGE > SALES QUOTATION DETAILS > OTHER TAB

10. Sales Quotation
Working
Price Simulation with
Quotation
The price simulation tool enables discounting on a total quotation basis or
on a quotation line basis and calculates the effect of the discount on the
contribution margin.
Line Item
Price Simulation /Per OR
Total
Quotation

11. Sales Quotation
Quotation
Workflow