Call center sales item statistics.
If you are working with customers in the call center screen you might want to see some basic statistics about what has been ordered. There is a screen you can […]
Category Archives: Retail
Setting up a new target market in call center
If you are setting up a call center then you can optionally setup a target market that you can use in your processes like assigning targets to a campaign. When […]
Catalog doesn’t show hierarchy for new call center
If you are trying to setup a new call center and a related catalog, if the catalog doesn’t display a hierarchy the likely you have missed setting up the retail […]
Associating a call center to an organization hierarchy
If you are creating a new call center one of the setup steps you will have to do is associate it to an organization hierarchy. If you don’t do this […]
Field ‘Contact Id’ must be filled in when assigning a campaign to a source code
When you are setting up a catalog for a call center and you are going to use source codes. A source code can be associated with a campaign. If you […]
Do not process flag on sales order
In a previous post we had a look at the stopped flag on the sales line. Another variation of controlling an order from being processed is the do not process […]
Pricing and discount management workspace
If you are working with the retail functionality in the new Dynamics AX then the pricing and discount management workspace might be handy as it gives you a central place […]
Setting up modes of delivery on a call center
If you are setting up a new call center then you have to setup modes of delivery. But it’s a little different process compared to most reference data setup in AX. […]
Creating a coupon for a discount and using on a call center sales order
One method of encouraging customers to place and order is buy offering an discount. How could communicate that discount could be done in a coupon. Perhaps you email the customer […]
Enable price control on a call center
If you are taking sales orders with AX then there are some nice features that will open up if you are also using the call center. One example is the […]
