1 / 23

UBAX02 - Compare & Contrast: Sales & Marketing in Microsoft Dynamics AX vs. Microsoft Dynamics CRM

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

ricky
Download Presentation

UBAX02 - Compare & Contrast: Sales & Marketing in Microsoft Dynamics AX vs. Microsoft Dynamics CRM

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. UBAX02 - Compare & Contrast: Sales & Marketing in Microsoft Dynamics AX vs. Microsoft Dynamics CRM

  2. Agenda • Dynamics AX CRM Overview • Dynamics CRM Overview • Compare & Contrast • Wrap-up

  3. Dynamics AX CRM

  4. 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)

  5. 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

  6. Integration with Office • Outlook • Accounts & Contacts • Appointments • Tasks • Word • Excel

  7. Business Data Lookup Snap-in Snap-in Data to Word, Excel, Outlook, etc Select the Fields from AX to display in Excel

  8. Business Data Lookup Look up and insert records from AX directly into Word...

  9. Business Data Lookup Quickly build reports and spreadsheets from AX Data

  10. 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

  11. Microsoft Dynamics CRM

  12. 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

  13. 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.

  14. 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.

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

  16. Traditional CRM Components • Sales Management • Contact & Account Management • Activity Management • Opportunities, Quotes & Orders • Marketing Management • Campaigns & List Management • Service Management • Contracts & Cases • Knowledge Base

  17. What else do you get? • CRM Accelerators • Dashboards • Customer, Vendor, Partner Portals • Event Management • Extended Sales Forecasting • Analytics • XRM • Configure CRM to track “Anything”

  18. 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

  19. Compare and Contrast

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

  21. Differences

  22. Customer Observations

  23. 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. Questions & Answers

More Related