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BBCG.14.10.D365.2.PDF: Configuring the Sales and Marketing within Dynamics 365 SCM (Second Edition) - Module 10: Configuring Call List Questionnaires (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.

Dynamics 365 Sales and Marketing has a feature called Questionnaires which allows us to create our questionnaire formats with as many questions and different types of answers as we may want.  This feature is integrated into the Call Lists giving us a great way to create guided Call List Scripts for the Telemarketers. As a side effect, all the responses recorded during the Call List processing are recorded so that we can create an analysis report after they have been completed. In this module, we will show how we can configure Questionnaires and use them within the Call Lists.


Topics Covered

  • Defining Question Types
  • Defining Answer Groups
  • Defining Valid Answer Group Answers
  • Configuring Questions
  • Defining Questionnaire Types
  • Configuring a Questionnaire
  • Using Questionnaires within Call List


Series: Dynamics Companions Bare Bones Configuration Guides

Guide: Configuring Sales and Marketing within Dynamics 365 SCM

Digital: 136 pages

Publisher: Blind Squirrel Publishing (December 28, 2022)

Language: English

Product Dimensions:  8.5 x 11 inches

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