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BBCG.14.09.D365.2.PDF: Configuring the Sales and Marketing within Dynamics 365 SCM (Second Edition) - Module 9: Configuring Telemarketing (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 and Marketing area within Dynamics 365 does much more than just track Customers, Sales Orders, and Invoices.  It has a lot of Customer Relationship Management functionality that allows us 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 of the other stand-alone CRM systems, mainly because we don’t need to buy more licenses or load more software because all the functionality is delivered with the system.

The Telemarketing functions within the Sales and Marketing area of Dynamics 365 Sales and Marketing allow us to manage the generation and distribution of call lists between users and give mechanisms like Questionnaires to help guide the information-gathering process. This module will show how to configure and use the Telemarketing functions within Dynamics 365.


Topics Covered

  • Defining Telemarketing Cancellation Reason Codes
  • Creating A New Call List
  • Distributing Call List Targets To Responsible Employees
  • Viewing A Users Current Call List Distribution Accounts
  • Creating Opportunities from Call Distribution Lists


Series: Dynamics Companions Bare Bones Configuration Guides

Guide: Configuring Sales and Marketing within Dynamics 365 SCM

Digital: 85 pages

Publisher: Blind Squirrel Publishing (December 27, 2022)

Language: English

Product Dimensions:  8.5 x 11 inches

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