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BBCG.14.02.D365.2.PDF: Configuring the Sales and Marketing within Dynamics 365 SCM (Second Edition) - Module 2: Configuring Activities (Digital)

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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 will not 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 it to make it work perfectly.

The Sales Order Management 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 does more than just track Customers, Sales Orders, and Invoices.  It has a lot of CRM functionality that allows you to track Activities, Cases, Contacts, Prospects, Opportunities, Leads, Campaigns, and Telemarketing Call Lists

In most cases, it is just as good as (if not better than) any other stand-alone CRM systems, 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. Activities are used within Dynamics 365 to track interactions that you have had, are having, and will have in the future. You can use them almost everywhere within Dynamics 365 where a customer or vendor shows up in the system.  Before we start using Activities though, there is a little bit of data that needs configures within Dynamics 365.

In the following module, we will show how to configure and use Activities within Dynamics 365.

Topics Covered

  • Defining Activity Types
  • Defining Activity Phases
  • Defining Activity Plans
  • Configuring Activity Defaults
  • Recording Activities Against Customers


Series: Dynamics Companions Bare Bones Configuration Guides

Guide: Configuring Sales and Marketing within Dynamics 365 SCM

Digital: 210 pages

Publisher: Blind Squirrel Publishing (May 16, 2022)

Language: English

Product Dimensions:  8.5 x 11 inches

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