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Sales in Microsoft Dynamics AX 2012

May 1 @ 09:00 - 16:00

|Recurring Event (See all)

One event on October 2, 2019 at 09:00

One event on December 4, 2019 at 09:00

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(Last Updated On: January 23, 2019)

This 1-day course Sales in Microsoft Dynamics AX 2012 is for all sales, customer, and financial users, who wants a deep understanding of the daily routines, the more advanced functionality and the configuration of Sales in AX 2012.

Typical participant profiles:
The course is for every user with interest and responsibilities in Sales. Sales Managers, AR accountants, customer/prospect managers, as well as superusers, controllers, consultants.

Prerequisites:
It is essential to have participated in our course Introduction to Microsoft Dynamics AX 2012 or in other ways have obtained equivalent knowledge.

Depending on work area, it could be an advantage to have participated in our course Accounts Receivable in Microsoft Dynamics AX 2012 or in other ways have obtained equivalent knowledge.

Knowledge about the sales process and terminology is also an advantage.

Level:

200 (Intermediate).

During this course Sales in Microsoft Dynamics AX 2012 you will learn about customer/prospect management, pricing, free text invoices, sales orders, invoicing, and much more.

We will also work with more advanced functionality and tools for daily as well as periodic tasks.

During this 1-day class, you will work hands-on with our hands-on labs with guidelines for Microsoft Dynamics AX 2012.

  • Introduction and overview
  • An example of an AX 2012 flow: Sales quotations -> sales order -> order confirmation -> invoicing
  • Customer creation and management (overview)
  • Free text invoices
  • Sales orders – creating and updating
    • Overview
      • Status
      • Credit control
    • Creation
      • Customer selection
      • Delivery date control
    • Updating
      • Order confirmation
      • Shipment (overview)
      • Invoice and credit note
  • Sales quotation
    • Overview
      • Status
      • Credit control
    • Creation
      • Customer/prospect selection
      • Delivery date control
    • Updating
      • Order confirmation
    • Mass updates
      • Campaigns
  • Prices and charges
  • Trade agreements
  • Parameters
  • Advanced functionality and tools (overview only)
  • Reports and Queries.

Price for this course includes training manuals, training environment, food and beverages during the training.

Training manuals
We will provide our own developed and updated AXcademy training materials and/or training materials from Microsoft.
Training manuals are provided printed and/or as files.
Each student will receive copies to annotate and keep.

Training environment
During the training, each student will have access to their personal copy of Microsoft Dynamics 365 for Operations training environment (with standard Contoso demo data) free of charge.

After the training, you could continue to have access to your personal training environment – including your labs. A nominal fee might apply for this optional service.

To ensure the best possible learning environment, a world class instructor with loads of real-life technical experience in D365O, as well as AX 7 and previous versions of AX is in place, and the number of participants is limited to 10 students.

Food and beverages
Food and beverages are provided during the training hours.
•Light breakfast before start
•Morning break
•Lunch of high quality and variety
•Afternoon break
•Water, coffee/tea, soft drinks, fruits through-out the day.

(Actual offerings and variety depends on the actual training location. For special food requirements, please ask well in advance of the class start date)

Not included
Travel
Accommodation
Any certification exams

MOCs 80219 and 80305 are used for Sales in Microsoft Dynamics AX 2012

Based on relevant parts of Microsoft training materials MOC 80219 “Finance I in Microsoft Dynamics AX 2012”

Based on relevant parts of Microsoft training materials MOC 80305 “Supply Chain Foundation in Microsoft Dynamics AX 2012”