Microsoft Business Solutions Axapta 3.0 Sales and Marketing Set 6

Select the function Synchronize contact persons from Outlook and specify a business relation account on the contacts to import ✘ Click the Synchronize button in the Contact person form ✘ Enter the company, business account and contact person ID in the MS Outlook memo field and selectthe function Synchronize contact persons in Axapta ✘ Drag and drop the contact person card form Outlook directly into Axapta ✔

Select the sales unit and enter the Graphics tab in the Sales target form ✘ Select order vs. target in the Category sales and quotations and select the sales unit in theManagement statistics form ✘ Use the Sales target report and select the Graph option ✘ Select the Order vs. target option on the Statistics button in the Sales unit/team form ✔

Open the Quotations form, select a quotation for the prospect, and click the Business relations button ✘ Open the Business relations form, select the prospect, and click the Quotations button ✘ Open the Workbook tab Quotations and filter for the specific prospect ✘ Enter the Management statistics form, select category Business relation and view the quotation ✔

Step through the days in the Workbook form, Day plan tab ✘ In the Activities form, filter on the date interval in the From/to date fields ✘ View the Activity List tab in the Activities form and select the date of the first day of next week ✘ View the appointments in the Workbook form, Week plan tab ✔

When the item line is created, the items will automatically be reserved ✘ Select Reservation from the Inventory button on the quotation ✘ The Reservation check box in the CRM parameters must be enabled ✘ Convert to a sales order in order to reserve the items ✔

Create a new sales order from the Open sales order tab in the Business relations form ✘ Use the function Convert to sales order on an existing quotation ✘ Establish a link from the quotation by clicking on the Sales order button ✘ Change the quotation status to Sales order ✔

Enter the information on the SWOT analysis tab of the Quotations form ✘ Use the Functions, Set reason won/lost button ✘ Enter the information in the field Reason won/lost on the Details tab of the Quotations form ✘ Use the Notes field on the Reason won/lost tab ✔

To gather information on activities, business relations and financial data in one framework ✘ To gather information on your contact with external marketing suppliers ✘ To make accurate selections from the database ✘ To collect information, files and documents for your marketing campaigns ✔