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Category Archives: Retail

Call center sales item statistics.

July 22, 2016by Lachlan Cash Leave a comment

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 […]

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Retail

Setting up a new target market in call center

July 22, 2016by Lachlan Cash Leave a comment

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 […]

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Retail

Catalog doesn’t show hierarchy for new call center

July 22, 2016by Lachlan Cash Leave a comment

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 […]

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Retail

Associating a call center to an organization hierarchy

July 22, 2016by Lachlan Cash 2 Comments

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 […]

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Retail

Field ‘Contact Id’ must be filled in when assigning a campaign to a source code

July 22, 2016by Lachlan Cash Leave a comment

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 […]

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Retail, Sales and marketing

Do not process flag on sales order

April 6, 2016by Lachlan Cash 5 Comments

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 […]

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Accounts receivable, Retail, Sales and marketing

Pricing and discount management workspace

April 2, 2016by Lachlan Cash Leave a comment

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 […]

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Retail

Setting up modes of delivery on a call center

March 13, 2016by Lachlan Cash Leave a comment

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. […]

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Retail

Creating a coupon for a discount and using on a call center sales order

March 10, 2016by Lachlan Cash Leave a comment

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 […]

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Accounts receivable, Retail, Sales and marketing

Enable price control on a call center

March 8, 2016by Lachlan Cash Leave a comment

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 […]

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Retail

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Top Posts & Pages

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    Setting up email for workflow and alerts notifications

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