1. Customer Relationship
Management
Microsoft Dynamics AX 2009

2. Setup Procedures:
Number Sequences:
- Business Account (Automatic Or Manual)
- Relation Account (Automatic Only)
CRM→SETUP→PARAMETERS→NUMBER SEQUENCES TAB.
Business relations can be customers, vendors, or
organizations .

3. Setup Procedures:
CONNECTING DATA TO THE BUSINESS RELATIONS
FORM.

4. Setup Procedures:
Create Relation Types:
The two obvious types of business relations are Customer and
Vendor. Suggestions for other relation types include New,
Imported, Prospect, Sales Lead, Competitor, or Partner.
CRM→SETUP→CONTACT MANAGEMENT→BUSINESS RELATIONS→RELATION
TYPES

5. Connecting Employees with User ID
An employee and a user are different. An employee might have
access to the system. A user definitely has access to the system.
ADMINISTRATION→USERS→ USER RELATIONS BUTTON→USER RELATIONS
FORM GENERAL TAB
Employees are not required to be connected to a user ID.
For example:
• An employee no longer with the company
• An employee in a position where access to Microsoft Dynamics AX
is not required

6. Setup Procedures:
Business relations can be categorized in:
1- Segment (Sub Segment)
2- Sales District
3- Company Chain
4- Status (For data analysis)
5- ABC Codes (For Rating)
CRM→SETUP→CONTACT MANAGEMENT→BUSINESS RELATIONS→
Synchronization between customers/vendors and business
relations

7. Setup Procedures:
Converting Business Relation:
- Convert any relation type to another except Customers & Vendors.
-The conversion to a customer must be done when the business
relation accepts a quotation.
-Using the Convert to customer or Convert to vendor from Functions
button on the Business relations form.

8. Setup Procedures:
Synchronizing Customer/Vendor Tables:
-Used for transfer data in the customer and vendor tables to the
Business relations form.
By The Following:
1- Create new customer in customer details form in AR.
2- Select the customer & Open Global Address Book.
(From the left side of customer details form)
3- Click Setup button and select “Business Relation”
4- Create new “Business Relation” & select Relation Type Prospect, Not Customer.
(Note: Functions > Convert to customer is disabled)
5- To convert from “Prospect” to “Customer” type, make any changes in the customer
details form.
(This will synch relation type , Ex: Change the language in customer details)