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BBCG.14.D365.2 Configuring Sales and Marketing within Dynamics 365 SCM (Second Edition)

The Waterdeep Trading Company is the purveyor of all the finest adventuring supplies to travelers, rogues, wizards, and clerics in all Faerûn and is headquartered in the great city of Waterdeep on the Sword Coast.

Recently they have been experiencing a huge upswing in the traffic through their store and have realized that the old quill and scroll-based financial system is not going to scale anymore. The manual supply chain management processes that they are using will not handle their forecasted future demand.

As a result, they have taken the step to modernize their finance and supply chain systems and implement Microsoft Dynamics 365 to manage all their legal (and not so legal) entities. And the following is a journal of how they set up their system and tweaked the system to make it work perfectly.

The Sales and Marketing area within Dynamics 365 Supply Chain Management allows us to manage and track customer contact information and marketing activities.  It also allows us to manage all your sales order activities within your organization.  It is where we can configure our sales hierarchies, enabling us to organize all your products into more manageable groups.  We can also initiate sales orders, manage the changes to the orders, and manage all our standard pricing and discount masters. These transactions then feed into the Accounts Receivable module, making the whole sales cycle seamless.

The Sales and Marketing area within Dynamics 365 Supply Chain Management does more than just track Customers, Sales Orders, and Invoices.  It has a lot of Customer Engagement functionality that allows you to track Activities, Cases, Contacts, Prospects, Opportunities, Leads, Campaigns, and even Telemarketing, Call Lists, and Questionnaires. 

In most cases, it is just as good as (if not better than) any other stand-alone Customer Engagement system, mainly because you don’t need to buy any more licenses or load any more software because all the functionality is delivered with the system.

Topics Covered:

  • Configuring Sales and Marketing Controls
  • Configuring Activity Tracking
  • Configuring Case Management
  • Configuring Contact Management
  • Configuring Prospect Management
  • Configuring Opportunity Management
  • Configuring Lead Management
  • Configuring Campaign Management
  • Configuring Telemarketing & Call Lists
  • Configuring Call List Questionnaires