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Sales and Marketing [clear filter]
Wednesday, October 15
 

5:00pm CDT

Introduction to Microsoft Dynamics CRM
Looking to learn more about Microsoft Dynamics CRM? Wondering what this application can provide so you can better manage customer data? If so, don't miss this presentation for an insightful view and demo of Dynamics CRM. This session will also include a review of the integration currently available between Dynamics AX and Dynamics CRM.

Speakers
avatar for Dane Koepke

Dane Koepke

VP, Business Development, Green Beacon Solutions


Wednesday October 15, 2014 5:00pm - 6:00pm CDT
Room 121
  Sales and Marketing, Presentation
 
Thursday, October 16
 

8:00am CDT

1 Little, 2 Little, 3 Little items: A Look at the New Product Capabilities Throughout the Sales Process
In this session, we will explore new setup options and types of products that can be used inside Dynamics AX to support your sales process.

Speakers
avatar for Shaun McMikle

Shaun McMikle

Lead Technical Trainer, Junction Solutions


Thursday October 16, 2014 8:00am - 9:00am CDT
Room 121
  Sales and Marketing, Presentation

8:00am CDT

Compare and Contrast Microsoft Dynamics AX CRM and Dynamics CRM
Not sure which CRM option is right for your company? In this session, we will examine the functional and technical aspects of both Dynamics CRM and Dynamics AX. We will also look at related costs, usability and integration with Dynamics AX.

Speakers
avatar for Dane Koepke

Dane Koepke

VP, Business Development, Green Beacon Solutions


Thursday October 16, 2014 8:00am - 9:00am CDT
Room 232
  Sales and Marketing, Presentation
  • CPE Eligible? N
  • Level All
  • Version All

10:45am CDT

Optimizing Dynamics AX Sales Orders, CRM, and Marketing
Have you wondered if you are utilizing Dynamics AX to the fullest? What are you doing to manage the customer orders through the sales process and how does CRM and marketing fit into that process? This isn't a traditional tips and tricks session. This will be an open discussion with other users, partners, and Microsoft sharing their experiences to OPTIMZE your Dynamics AX installation. Come join us and learn secrets which will allow your company to be more productive in these functional areas. This is a brand new Summit session format where we dive into functional areas and talk about how to get the most out of the application. This highly interactive session will review both Dynamics AX 2012 and Dynamics AX 2009.

Speakers
avatar for Rachel Profitt

Rachel Profitt

Director, Training Services, Junction Solutions
I have been working with AX for about 13 years, and have experience with Financials, Supply Chain, Manufacturing, Retail, Development, and just about everything else in between. My experiences are mostly related to the Retail, Food and Beverage, Consumer Packages Goods, and Life... Read More →


Thursday October 16, 2014 10:45am - 12:00pm CDT
Room 121
  Sales and Marketing, Roundtable

3:15pm CDT

Integrating Dynamics CRM with Dynamics AX - Taking a Closer Look at the Connector for Dynamics
Learn how to use Connector for Microsoft Dynamics to integrate Microsoft Dynamics AX and Microsoft Dynamics CRM 2013.  Installation, configuration, and initial synchronization will be demonstrated in this session.

Speakers
CH

Chris Hetzler

Senior Program Manager, Microsoft


Thursday October 16, 2014 3:15pm - 4:15pm CDT
Room 242
  Sales and Marketing, Presentation
  • CPE Eligible? N
  • Level All
  • Version All

4:45pm CDT

Dissecting Sales and Purchasing Role Centers
Have you been interested in implementing role centers in your organization? This session will take a deep dive into the sales and purchasing related role centers and their features. Learn how to set up these role centers and hear how users in the company who have sales and purchasing responsibilities can benefit from all the work flow and data these role centers provide.

Speakers
avatar for Rachel Profitt

Rachel Profitt

Director, Training Services, Junction Solutions
I have been working with AX for about 13 years, and have experience with Financials, Supply Chain, Manufacturing, Retail, Development, and just about everything else in between. My experiences are mostly related to the Retail, Food and Beverage, Consumer Packages Goods, and Life... Read More →


Thursday October 16, 2014 4:45pm - 6:00pm CDT
Room 126
  Sales and Marketing, How2
  • CPE Eligible? Y
  • Level All
  • Version 2012
 
Friday, October 17
 

3:30pm CDT

From Marketing Strategy to Order Taking - Tracking the Source of Sales
In this session, we will explore how you can define your offers, source codes, and target lists from your catalog or other marketing objectives. See how in turn to then track sales through the life of your promotion.

Speakers
avatar for Rachel Profitt

Rachel Profitt

Director, Training Services, Junction Solutions
I have been working with AX for about 13 years, and have experience with Financials, Supply Chain, Manufacturing, Retail, Development, and just about everything else in between. My experiences are mostly related to the Retail, Food and Beverage, Consumer Packages Goods, and Life... Read More →


Friday October 17, 2014 3:30pm - 4:30pm CDT
Room 122
  Sales and Marketing, How2
 


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