Microsoft Business Solutions Axapta 3.0 Sales and Marketing

Quotation ID ✘ Probablity percentage ✘ Sales order ID ✘ Delivery date ✔

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 ✔

In the Sales target form ✘ On the Financials tab in the Business relations form ✘ In the Employee form ✘ Under Setup, Sales Management, Sales unit/team ✔

You click the Functions, Connect to campaign button in the Sales order form ✘ You select the campaign on the General tab in the Sales order form ✘ You delete the first sales order and create a new one through the campaign form ✘ You find the sales order in the Quotations form and select the Campaign ID on the General tab ✔

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 ✔

To build a hierarchy containing the different elements which belong together ✘ For financial reasons in connection with project management ✘ To access campaigns with different completion percentages through the campaign/sub-campaignstructure ✘ To break down campaigns directed to several media types ✔

You attach the URLs to the document with the document as a parent ✘ You place the URLs in a directory with the original document ✘ You write in either notes or title that the URLs are attached to the document ✘ You insert the URLs directly into the internal document ✔

In the Campaign form ✘ In the Business relations form ✘ In the Projects form ✘ In the Management statistics form ✔

Use the function Create mailing call list ✘ Use the function Generate mailings ✘ Use the function Create mailing file ✘ Use the mail merge function in MS Word ✔