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Course Overview To learn the CRM concepts as introduced by Axapta and be able to implement a CRM installation. This course is designed for consultants who work, or are planning to work in the CRM area in Axapta. Audience Consultants who work in theCRM arena. Prerequisites Delegates must have undertaken the Axapta General Application Test before attending this course. Course Outline Upon completion of this course, you should be able to: - Understand basic CRM methodology
- Create and work with Business Relations and Contact persons
- Create and work with Activities
- Create and work with Quotations
- Import Business relations and contact persons from external data sources
- Generate mass mailings in connection with Word mail merge
- Synchronize with Outlook
- Setup Sales teams
- Understand and execute Marketing statistics
- Create and work with Campaigns
- Setup an Encyclopedia
- Create call lists and setup and execute Telemarketing calls
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