Article

Maximize Microsoft Dynamics AX's Strengths to Build Stronger Customer Relationships

by Natalie Davidson
Consultant, Bottomline Technologies,

When I moved into my new house recently, I received a first-hand lesson in how not to treat customers. Since my home is 109 years old, I was required to have a lead inspection conducted before I could begin the process of moving in. Sounds simple enough, right? Well, I actually had to contact five companies that handle these types of inspections before I could get someone to respond to me.

Now, my experience with the lead inspectors has a happy ending and I'm enjoying my wonderful new home, but the whole process made me pause and consider how businesses - in any industry - go about attracting and retaining customers. Given the current economic climate, organizations need to be flexible and adapt strategies in order to react to changing business and customer requirements, while keeping costs down. 

So, what are some ways in which you can leverage Microsoft Dynamics AX, along with VAR and ISV solution providers, to support your customer relationships? Here are a few recommendations:

  1. Make Responding to Customers a Priority:  When a lead or opportunity comes in, be it from a phone call, the Internet, etc., responding to that potential customer should be considered a top priority. Using the CRM module, Dynamics AX users can track lead and opportunity details, progress, probability, assign sales team members and alert users to changes in the status or important dates in the progress of the opportunity, allowing businesses to be more responsive to the customer. Also, Dynamics AX can alert end users of new leads or opportunities coming in from places like the Web, by sending an email notification of a new opportunity or lead. All of these things help in making a business ...

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About Natalie Davidson

An expert on the Microsoft Dynamics AX platform for Bottomline Technologies, Natalie leverages her domain expertise to help drive the development of Bottomline's Create!form® for Microsoft Dynamics AX and Create!form for Microsoft NAV transactional document automation solutions. Prior to joining Bottomline, Natalie served as a product analyst at Junction Solutions, a Microsoft Certified Gold Partner, where she worked closely with organizations in the retail management, and food and beverage industries to help them maximize the benefits of their Microsoft Dynamics AX implementation. Previously, Natalie was a Microsoft Dynamics AX technical support engineer for Microsoft.

More about Natalie Davidson