14 01 Setting Up Crm
This document was uploaded by user and they confirmed that they have the permission to share it. If you are author or own the copyright of this book, please report to us by using this DMCA report form. Report DMCA
Overview
Download & View 14 01 Setting Up Crm as PDF for free.
More details
- Words: 3,216
- Pages: 9
Sales and marketing This section provides information about processes and procedures within the Microsoft Dynamics AX Sales & Marketing module. The processes are:
Setting up CRM This section deals with the following setup procedures for the CRM module in Microsoft Dynamics AX.
Set up CRM default values Use default values to reduce some of the manual data registration associated with creating new records, especially if the records to be crea. ted are somewhat consistent, that is, resembling each other in many aspects and differing only in a few aspects If you create business relations that share many common characteristics—all may be from the same customer group, speak the same language, use the same currency, and so on—you can define the common characteristics in the relevant fields in the Parameters form. The next time you create a business relation, the specified default values will automatically be inserted.
1.
Select the relevant tab (General, Quotation, Campaigns or Activities).
2.
Select the desired default value from the drop-down lists in the relevant field.
All defined default values can be subsequently adjusted for the new record when the record (business relation, campaign, activity and/or quotation) has been created. You can also set default values for the follow-up activities which are created in conjunction with a telemarketing initiative or the expiration of a campaign or quotation. Furthermore, you can define the default length of a campaign and when a follow-up activity is to be created for the campaign or quotation in question.
Note You can specify quotation defaults in more detail on the General tab in the Parameters form.
Checking for duplicate business relations The number of registered business relations can grow rapidly, especially if many users are creating new business relations, entire lists of potential sales leads are purchased and imported, or the Sales & Marketing module has been in use for a significant length of time. With a large number of business relations, it can be hard to make certain that they are all unique. You can check the existing business relations for duplicates or you can enable a duplication check when you create new business relations. There are two separate procedures to check for duplicate business relations:
•
Duplication check of existing business relations.
•
Duplication check when new business relations are created.
Note Define which method the duplication check uses in the Duplicate method field in the Parameters form. Checking for duplicate business relations in a large database will lead to a noticeable drop in working performance. See Also Check for duplicate business relations Check for duplicates Duplicate method
Associate an employee with a user ID 1.
Click Administration > Setup > User relations.
2.
Select the employee that you want to associate with a specific user ID.
3.
On the General tab, in the Employee field, select the employee ID from the drop-down list.
Note Only associate one user ID with each employee. If multiple employees share the same user ID, many of the forms in Microsoft Dynamics AX CRM will not open because the automatic filter function in the forms cannot uniquely identify the employee.
Set up CRM transaction logging 1.
Click CRM > Setup > Parameters.
2.
On the Transaction log tab, in the Include tables section, select the relevant tables to include in the transaction logging.
3.
In the Days old field, enter the number of days that the transaction log will display the information.
4.
In the relevant fields in the Transaction mode section, select which transaction actions on the selected tables to log (Insert, Delete and/or Update actions).
Contact person list The following topics provide information about the contact person list.
Filtering the contact person list To filter the contact persons in the Contact person form, enter the desired values in the filter fields. Filter fields Field
Short description
Show all
To display all contact persons, regardless of any other values in the filter fields, select this button.
Name
To display only the contact person with that specific name, enter the name of the contact person.
Employee To filter the contact persons, select an employee from the drop-down list. Only the contact persons that the employee is the main contact person for will be displayed. When the Contact person form is opened from the Navigation Pane, this filter field contains the employee's name. Sales unit To filter and display the contact persons by sales unit, select the sales unit from the drop-down list. Note
You can use the TAB key to move through the form.
Update the contact person list 1.
Click CRM > Periodic > Update > Update contact persons.
2.
Select the Contact fields fields that you want to update.
3.
Click Select, and use the query to select the business relations that you want to update. You can select all business relations, or you can select only business relations that have you registered as main contacts.
4.
Click OK to return to the Update contact persons form and click OK to update your changes.
Business relations Business relations are all the companies you do business with, and can be found on the Business relations form. The following topics provide information about business relations in Microsoft Dynamics AX.
About business relations Business relations are all relevant entities with whom the company has relations with or expects to have relations with, including customers, vendors, sales leads, and potential customers. A business relation might also be a bank, a stockbroker, a municipal authority, state and government branches, and so on. All types of business relations can be registered centrally in the Business relations form, enabling you to use the aspects registering of business relations most relevant to your company's organization. The information in the Business relations form can be synchronized with the Customers and Vendors forms for business relations that are both customers and vendors. Business relation types Business relations can be of any type, depending on your company's requirements and policies. However, the application requires two types to be registered: Customer and Vendor. Registering other business relations types is optional. Business relation types are set up in the Relation types form. See Also Categorize business relations
Business relations procedural flow This procedure briefly describes the flow of working with business relations. 1.
The salesperson receives information regarding a potential customer (a sales lead), registers this new potential customer in the business relations form, and assigns the type Prospect to the potential customer.
1.
The salesperson who creates the business relation is automatically assigned as the main contact. The main contact person can be changed in the Main contact drop-down list.
2.
The salesperson fills out the relevant fields about the business relation, such as contact information and general information, and places the business relation in any relevant categories that the company has predefined.
2.
The contact persons of the prospect are contacted through typical sales procedures or through special campaigns such as telemarketing initiatives or mailing initiatives. The salesperson uses the Activities functionality to register and administer any meetings.
3.
After several sales meetings, the prospect becomes a customer. There are several ways to change this status:
o
The prospect receives a quotation from the company and accepts it, intending to purchase the quoted items. When the quotation is converted to a sales order, the prospect is automatically converted to a customer.
o
The prospect decides to purchase items from the company and is created as a customer in the customer table. The business relations table is then synchronized with the customer table to ensure that the information is registered correctly, which changes the prospect to a customer in the business relations table.
o
The prospect can be directly converted to a customer from the business relations form, without purchasing anything.
2. All future contacts with the prospect-turned-customer are registered through the business relations form. This includes, for example, issuing more quotations, creating campaigns with special offerings, or conducting telemarketing initiatives. These activities can then be captured by Microsoft Dynamics AX Management statistics, which creates a more precise picture of the status, profitability, and overall potential of the business relation. Note The prospect might already be registered in the business relations form because of a prior registration or a mass import of sales leads. In this case, the current salesperson can simply change the main contact person assignment for this business relation.
Check for duplicate business relations 1.
Click CRM > Setup > Parameters.
2.
In the Parameters form, select the Use duplication check check box.
3.
In the Duplicate method field, select the duplication checking method from the drop-down list.
4.
In the Response to duplicates field, select the desired response to any duplicate business relations.
Check for duplicates 1.
Click CRM > Business relations.
2.
Click Functions, and then click Check duplicates.
3.
Click OK to accept the Check duplicates routine.
Note The duplication check uses the duplication check method defined in the Duplicate method field in the Parameters form.
Delete business relations You can delete business relations from the Business relations form, as you can with any other record in Microsoft Dynamics AX (for more information, see Delete a record). However, there are often many records connected to the business relations, such as appointments, contact persons, campaigns, quotations, telemarketing initiatives, and so on. These records must be deleted manually prior to deleting a business relation, and deleting a business relation with many connections to other areas in the application is not advisable. Finally, deleting a business relation that is a customer or vendor will not delete the customer or vendor record in their respective forms, (Customers and/or Vendors). This must be done manually after deleting a business relation.
Change the employee responsible for a contact person 1.
Click CRM > Contact person. If the contact person you want to change the main contact for is not displayed, filter the Contact person form to display the desired contact person.
2.
On the Overview tab, select the contact person to be changed.
3.
In the Main contact field, select an employee from the drop-down list as the newly designated employee responsible for that contact person.
Categorize business relations The values in the categorization fields will affect any statistics and reports that are generated. These values can also enhance your understanding of the status of sales and pipeline management within your company. The following categorization options in the Business relations form have been left for your company to define. With the Sales & Marketing functionality, this means that you can tailor many categorization fields to your company's particular needs and business processes. ABC classification A business relations ABC value can mean anything at all, depending on your company's needs. There are no preset definitions in the application of this value. Your company can choose not to use ABC values, leaving the field blank, which is the default value of the ABC field. If the ABC values are used, some reports will require minor adjustments to the report queries, for the business relations ABC value to be included in the query generating the report. Segment The market segment that the business relation belongs to. Segments are solely defined by the company and are set up in the Segments form. Subsegments A further subdivision of the market segment that the business relation belongs to, and more detailed. Like segments, subsegments are also solely defined by the company and set up in the Subsegments form. Chain
If the business relation is part of a chain, the parent company or chain name can be registered in this field. The parent company or chain name must be defined in the Company chains form. Sales district The company's own defined sales districts. The sales districts are set up in the Sales districts form. Status The status of the business relation. This is defined based on the working procedures of the company, regarding the handling of business relations. The status levels of the business relation are set up in the Status form. Business sectors The business relation's placement in one or more predefined industry classification codes or business sectors. Business sectors are set up in the Business sectors form. See Also About business sectors
Change the type of a business relation Change the business relation type
1.
Click CRM > Business relations.
2.
In the Business relations form, select the business relation.
3.
In the Relation type field, select the desired business relation type from the drop-down list.
Note You cannot change the business relation type to a customer or vendor by selecting the customer or vendor type in the drop-down list of the Relation type field. Convert a business relation to a customer or vendor
1.
Click CRM >Business relations.
2.
In the Business relations form, select the business relation.
3.
Click Functions and select the Convert to customer or the Convert to vendor menu item.
Note When a business relation has been assigned the type Customer or the type Vendor, it is not possible to change its type. See Also Business relations procedural flow
Filtering business relations Filter the business relations in the CRM > Business relations form by entering the desired values in the filter fields.
•
To display all the business relations, select the Show all check box.
•
To find all the business relations for which a certain contact person is responsible, select that person's name from the drop-down list in the Employee filter field.
•
To display all the business relations of a certain type (all Customers, for instance), select the type from the drop-down list in the Type filter field. The values in the Employee filter field and the Type filter field are combined in the filter.
•
To find a specific business relation, enter the exact name of the business relation in the Name field.
•
To display the business relations in a tree structure, select the Tree control check box.
Filter Fields
Field
Short description
Show all
Select this button to display all business relations, regardless of any other values in the filter fields.
Employee
Select an employee from the drop-down list to filter the business relations. Only the business relations for which the employee is the main contact will be displayed. The employee's name will be automatically entered in this filter field when the Business relations form is opened from the main menu. The value in the Employee filter field will be combined with the value in the Type filter field.
Type
Select a business relation type from the drop-down list to filter the business relations. Only the business relations with the same type as the selected type will be displayed. The value in the Type filter field will be combined with the value in the Employee filter field.
Name
Type the name of the business relation to filter the business relations and to display only the business relation with that specific name.
Tree control
Select this button to display all the business relations in a tree control instead of displaying them in grid table rows. Clear this button to return to the grid display.
Note If you are using the keyboard to navigate the form, tab to the next field to initiate the filter procedure.
Update financial information for a business relation 1.
Click CRM > Business relations.
In the Business relations form, select the relevant business relation.
1.
Click Inquiry > Financials.
2.
In the Financials form, click Update financials to update the financial data in the form. The financial information for the active business relation is now displayed in the relevant fields in the form, including any previously made sales forecasts.
Note If the active business relation type is not Customer or Vendor, the Update financials button will be deactivated.
Update financial information for multiple business relations Mass update financial information for more than one business relation:
1.
Click CRM > Periodic > Update contacts > Update financial.
2.
In the Update financials form, make a selection in the Business relation selection field. Then choose which business relations will have their financial information updated:
o
All - The financial information for all business relations will be updated.
o
Mine only - Only the business relations with whom the present user is registered as the main contact person for will be updated.
3.
In the Last year and This year check boxes, in the Time period field group, you can define which year the financial information is to be updated from.
4.
Click OK.
Note Mass updating financial information for many business relations can be very time-consuming, and also very demanding of system resources. See Also Update financial information for a business relation Business relations procedural flow
About business sectors You can use business sectors to define a set of classification codes that a business relation may be a member of. A business relation may operate in more than one business sector, and you can assign more than one business sector to a business relation. You can use any type of industry classification code for the business sectors; you can use national or international classification codes, or create business sector codes that are specific to your company. Industry classification codes can often be obtained in various text-file formats from national or international statistics agencies. These can be entirely or partially imported into Microsoft Dynamics AX. Business sectors are set up in the Business sectors form. See Also Import business sector codes
Import business sector codes 1.
Click CRM > Setup > Contact management > Business relations > Business sectors.
2.
In the Business sectors form, click the Import button.
3.
In the File name field, browse to the file to be imported.
4.
Select the file to be imported.
5.
Click Open to open the file.
6.
Click OK to initiate the import.
The application will import the all the business sector codes and descriptions into the Business sectors form. See Also Import selected business sector codes Business relations procedural flow
Import selected business sector codes
Define and import a section of a file with business sectors and descriptions.
1.
Click CRM > Setup > Contact management > Business relations > Business sectors.
2.
In the Business sectors form, click Import.
3.
In the File name field, browse to and select the file to be imported.
4.
Click Open to open the file.
5.
Select the Use selection check box.
6.
Define the relevant lower and upper values of the business sector codes to be imported.
7.
Click OK to initiate the import.
Use selection If the Use selection check box is selected, the import routine can be filtered by the Business sector function, where the upper and lower limits of the business codes can be specified in the Upper limit and Lower limit fields. This way, you can limit the import to include only the business sectors that lie within the specified range, including the limits themselves. You can also reduce the amount of the business sectors, especially if the company does not do business with certain sectors or does business only with certain sectors. Of course, this requires some familiarity with the business sectors to be imported.
Note It is possible to import separate parts of an import file by running the import repeatedly and specifying the relevant ranges (upper and lower limits) for each separate time. See Also Business relations procedural flow
Setting up CRM This section deals with the following setup procedures for the CRM module in Microsoft Dynamics AX.
Set up CRM default values Use default values to reduce some of the manual data registration associated with creating new records, especially if the records to be crea. ted are somewhat consistent, that is, resembling each other in many aspects and differing only in a few aspects If you create business relations that share many common characteristics—all may be from the same customer group, speak the same language, use the same currency, and so on—you can define the common characteristics in the relevant fields in the Parameters form. The next time you create a business relation, the specified default values will automatically be inserted.
1.
Select the relevant tab (General, Quotation, Campaigns or Activities).
2.
Select the desired default value from the drop-down lists in the relevant field.
All defined default values can be subsequently adjusted for the new record when the record (business relation, campaign, activity and/or quotation) has been created. You can also set default values for the follow-up activities which are created in conjunction with a telemarketing initiative or the expiration of a campaign or quotation. Furthermore, you can define the default length of a campaign and when a follow-up activity is to be created for the campaign or quotation in question.
Note You can specify quotation defaults in more detail on the General tab in the Parameters form.
Checking for duplicate business relations The number of registered business relations can grow rapidly, especially if many users are creating new business relations, entire lists of potential sales leads are purchased and imported, or the Sales & Marketing module has been in use for a significant length of time. With a large number of business relations, it can be hard to make certain that they are all unique. You can check the existing business relations for duplicates or you can enable a duplication check when you create new business relations. There are two separate procedures to check for duplicate business relations:
•
Duplication check of existing business relations.
•
Duplication check when new business relations are created.
Note Define which method the duplication check uses in the Duplicate method field in the Parameters form. Checking for duplicate business relations in a large database will lead to a noticeable drop in working performance. See Also Check for duplicate business relations Check for duplicates Duplicate method
Associate an employee with a user ID 1.
Click Administration > Setup > User relations.
2.
Select the employee that you want to associate with a specific user ID.
3.
On the General tab, in the Employee field, select the employee ID from the drop-down list.
Note Only associate one user ID with each employee. If multiple employees share the same user ID, many of the forms in Microsoft Dynamics AX CRM will not open because the automatic filter function in the forms cannot uniquely identify the employee.
Set up CRM transaction logging 1.
Click CRM > Setup > Parameters.
2.
On the Transaction log tab, in the Include tables section, select the relevant tables to include in the transaction logging.
3.
In the Days old field, enter the number of days that the transaction log will display the information.
4.
In the relevant fields in the Transaction mode section, select which transaction actions on the selected tables to log (Insert, Delete and/or Update actions).
Contact person list The following topics provide information about the contact person list.
Filtering the contact person list To filter the contact persons in the Contact person form, enter the desired values in the filter fields. Filter fields Field
Short description
Show all
To display all contact persons, regardless of any other values in the filter fields, select this button.
Name
To display only the contact person with that specific name, enter the name of the contact person.
Employee To filter the contact persons, select an employee from the drop-down list. Only the contact persons that the employee is the main contact person for will be displayed. When the Contact person form is opened from the Navigation Pane, this filter field contains the employee's name. Sales unit To filter and display the contact persons by sales unit, select the sales unit from the drop-down list. Note
You can use the TAB key to move through the form.
Update the contact person list 1.
Click CRM > Periodic > Update > Update contact persons.
2.
Select the Contact fields fields that you want to update.
3.
Click Select, and use the query to select the business relations that you want to update. You can select all business relations, or you can select only business relations that have you registered as main contacts.
4.
Click OK to return to the Update contact persons form and click OK to update your changes.
Business relations Business relations are all the companies you do business with, and can be found on the Business relations form. The following topics provide information about business relations in Microsoft Dynamics AX.
About business relations Business relations are all relevant entities with whom the company has relations with or expects to have relations with, including customers, vendors, sales leads, and potential customers. A business relation might also be a bank, a stockbroker, a municipal authority, state and government branches, and so on. All types of business relations can be registered centrally in the Business relations form, enabling you to use the aspects registering of business relations most relevant to your company's organization. The information in the Business relations form can be synchronized with the Customers and Vendors forms for business relations that are both customers and vendors. Business relation types Business relations can be of any type, depending on your company's requirements and policies. However, the application requires two types to be registered: Customer and Vendor. Registering other business relations types is optional. Business relation types are set up in the Relation types form. See Also Categorize business relations
Business relations procedural flow This procedure briefly describes the flow of working with business relations. 1.
The salesperson receives information regarding a potential customer (a sales lead), registers this new potential customer in the business relations form, and assigns the type Prospect to the potential customer.
1.
The salesperson who creates the business relation is automatically assigned as the main contact. The main contact person can be changed in the Main contact drop-down list.
2.
The salesperson fills out the relevant fields about the business relation, such as contact information and general information, and places the business relation in any relevant categories that the company has predefined.
2.
The contact persons of the prospect are contacted through typical sales procedures or through special campaigns such as telemarketing initiatives or mailing initiatives. The salesperson uses the Activities functionality to register and administer any meetings.
3.
After several sales meetings, the prospect becomes a customer. There are several ways to change this status:
o
The prospect receives a quotation from the company and accepts it, intending to purchase the quoted items. When the quotation is converted to a sales order, the prospect is automatically converted to a customer.
o
The prospect decides to purchase items from the company and is created as a customer in the customer table. The business relations table is then synchronized with the customer table to ensure that the information is registered correctly, which changes the prospect to a customer in the business relations table.
o
The prospect can be directly converted to a customer from the business relations form, without purchasing anything.
2. All future contacts with the prospect-turned-customer are registered through the business relations form. This includes, for example, issuing more quotations, creating campaigns with special offerings, or conducting telemarketing initiatives. These activities can then be captured by Microsoft Dynamics AX Management statistics, which creates a more precise picture of the status, profitability, and overall potential of the business relation. Note The prospect might already be registered in the business relations form because of a prior registration or a mass import of sales leads. In this case, the current salesperson can simply change the main contact person assignment for this business relation.
Check for duplicate business relations 1.
Click CRM > Setup > Parameters.
2.
In the Parameters form, select the Use duplication check check box.
3.
In the Duplicate method field, select the duplication checking method from the drop-down list.
4.
In the Response to duplicates field, select the desired response to any duplicate business relations.
Check for duplicates 1.
Click CRM > Business relations.
2.
Click Functions, and then click Check duplicates.
3.
Click OK to accept the Check duplicates routine.
Note The duplication check uses the duplication check method defined in the Duplicate method field in the Parameters form.
Delete business relations You can delete business relations from the Business relations form, as you can with any other record in Microsoft Dynamics AX (for more information, see Delete a record). However, there are often many records connected to the business relations, such as appointments, contact persons, campaigns, quotations, telemarketing initiatives, and so on. These records must be deleted manually prior to deleting a business relation, and deleting a business relation with many connections to other areas in the application is not advisable. Finally, deleting a business relation that is a customer or vendor will not delete the customer or vendor record in their respective forms, (Customers and/or Vendors). This must be done manually after deleting a business relation.
Change the employee responsible for a contact person 1.
Click CRM > Contact person. If the contact person you want to change the main contact for is not displayed, filter the Contact person form to display the desired contact person.
2.
On the Overview tab, select the contact person to be changed.
3.
In the Main contact field, select an employee from the drop-down list as the newly designated employee responsible for that contact person.
Categorize business relations The values in the categorization fields will affect any statistics and reports that are generated. These values can also enhance your understanding of the status of sales and pipeline management within your company. The following categorization options in the Business relations form have been left for your company to define. With the Sales & Marketing functionality, this means that you can tailor many categorization fields to your company's particular needs and business processes. ABC classification A business relations ABC value can mean anything at all, depending on your company's needs. There are no preset definitions in the application of this value. Your company can choose not to use ABC values, leaving the field blank, which is the default value of the ABC field. If the ABC values are used, some reports will require minor adjustments to the report queries, for the business relations ABC value to be included in the query generating the report. Segment The market segment that the business relation belongs to. Segments are solely defined by the company and are set up in the Segments form. Subsegments A further subdivision of the market segment that the business relation belongs to, and more detailed. Like segments, subsegments are also solely defined by the company and set up in the Subsegments form. Chain
If the business relation is part of a chain, the parent company or chain name can be registered in this field. The parent company or chain name must be defined in the Company chains form. Sales district The company's own defined sales districts. The sales districts are set up in the Sales districts form. Status The status of the business relation. This is defined based on the working procedures of the company, regarding the handling of business relations. The status levels of the business relation are set up in the Status form. Business sectors The business relation's placement in one or more predefined industry classification codes or business sectors. Business sectors are set up in the Business sectors form. See Also About business sectors
Change the type of a business relation Change the business relation type
1.
Click CRM > Business relations.
2.
In the Business relations form, select the business relation.
3.
In the Relation type field, select the desired business relation type from the drop-down list.
Note You cannot change the business relation type to a customer or vendor by selecting the customer or vendor type in the drop-down list of the Relation type field. Convert a business relation to a customer or vendor
1.
Click CRM >Business relations.
2.
In the Business relations form, select the business relation.
3.
Click Functions and select the Convert to customer or the Convert to vendor menu item.
Note When a business relation has been assigned the type Customer or the type Vendor, it is not possible to change its type. See Also Business relations procedural flow
Filtering business relations Filter the business relations in the CRM > Business relations form by entering the desired values in the filter fields.
•
To display all the business relations, select the Show all check box.
•
To find all the business relations for which a certain contact person is responsible, select that person's name from the drop-down list in the Employee filter field.
•
To display all the business relations of a certain type (all Customers, for instance), select the type from the drop-down list in the Type filter field. The values in the Employee filter field and the Type filter field are combined in the filter.
•
To find a specific business relation, enter the exact name of the business relation in the Name field.
•
To display the business relations in a tree structure, select the Tree control check box.
Filter Fields
Field
Short description
Show all
Select this button to display all business relations, regardless of any other values in the filter fields.
Employee
Select an employee from the drop-down list to filter the business relations. Only the business relations for which the employee is the main contact will be displayed. The employee's name will be automatically entered in this filter field when the Business relations form is opened from the main menu. The value in the Employee filter field will be combined with the value in the Type filter field.
Type
Select a business relation type from the drop-down list to filter the business relations. Only the business relations with the same type as the selected type will be displayed. The value in the Type filter field will be combined with the value in the Employee filter field.
Name
Type the name of the business relation to filter the business relations and to display only the business relation with that specific name.
Tree control
Select this button to display all the business relations in a tree control instead of displaying them in grid table rows. Clear this button to return to the grid display.
Note If you are using the keyboard to navigate the form, tab to the next field to initiate the filter procedure.
Update financial information for a business relation 1.
Click CRM > Business relations.
In the Business relations form, select the relevant business relation.
1.
Click Inquiry > Financials.
2.
In the Financials form, click Update financials to update the financial data in the form. The financial information for the active business relation is now displayed in the relevant fields in the form, including any previously made sales forecasts.
Note If the active business relation type is not Customer or Vendor, the Update financials button will be deactivated.
Update financial information for multiple business relations Mass update financial information for more than one business relation:
1.
Click CRM > Periodic > Update contacts > Update financial.
2.
In the Update financials form, make a selection in the Business relation selection field. Then choose which business relations will have their financial information updated:
o
All - The financial information for all business relations will be updated.
o
Mine only - Only the business relations with whom the present user is registered as the main contact person for will be updated.
3.
In the Last year and This year check boxes, in the Time period field group, you can define which year the financial information is to be updated from.
4.
Click OK.
Note Mass updating financial information for many business relations can be very time-consuming, and also very demanding of system resources. See Also Update financial information for a business relation Business relations procedural flow
About business sectors You can use business sectors to define a set of classification codes that a business relation may be a member of. A business relation may operate in more than one business sector, and you can assign more than one business sector to a business relation. You can use any type of industry classification code for the business sectors; you can use national or international classification codes, or create business sector codes that are specific to your company. Industry classification codes can often be obtained in various text-file formats from national or international statistics agencies. These can be entirely or partially imported into Microsoft Dynamics AX. Business sectors are set up in the Business sectors form. See Also Import business sector codes
Import business sector codes 1.
Click CRM > Setup > Contact management > Business relations > Business sectors.
2.
In the Business sectors form, click the Import button.
3.
In the File name field, browse to the file to be imported.
4.
Select the file to be imported.
5.
Click Open to open the file.
6.
Click OK to initiate the import.
The application will import the all the business sector codes and descriptions into the Business sectors form. See Also Import selected business sector codes Business relations procedural flow
Import selected business sector codes
Define and import a section of a file with business sectors and descriptions.
1.
Click CRM > Setup > Contact management > Business relations > Business sectors.
2.
In the Business sectors form, click Import.
3.
In the File name field, browse to and select the file to be imported.
4.
Click Open to open the file.
5.
Select the Use selection check box.
6.
Define the relevant lower and upper values of the business sector codes to be imported.
7.
Click OK to initiate the import.
Use selection If the Use selection check box is selected, the import routine can be filtered by the Business sector function, where the upper and lower limits of the business codes can be specified in the Upper limit and Lower limit fields. This way, you can limit the import to include only the business sectors that lie within the specified range, including the limits themselves. You can also reduce the amount of the business sectors, especially if the company does not do business with certain sectors or does business only with certain sectors. Of course, this requires some familiarity with the business sectors to be imported.
Note It is possible to import separate parts of an import file by running the import repeatedly and specifying the relevant ranges (upper and lower limits) for each separate time. See Also Business relations procedural flow
Related Documents
14 01 Setting Up Crm
October 2019 6
Crm 01
November 2019 0
Setting Up Php
July 2020 3
Setting Up Modems
November 2019 13
Setting Up Eventmon.docx
December 2019 16