How To Create Customer In Ax 2012

The release of AX 2012 R3 added a new Call Center module. The Call Center in AX 2012 R3 is a great tool that you use to allow your Customer Service Representatives (CSRs) access to valuable information when receiving a call and supporting your customers. The Call Center comes packed with many features that includes:

One screen search and support for customers
Creation of orders
Cancelling of orders
Payments via credit card
Creation of return orders
Placing orders on hold
Access to back order information

These are just a few of the features that make this module a great addition to your AX 2012 implementation.

Day in the Life – Customer Calls to place a New Order

The following scenario give you a glimpse of the life of a CSR using the new Call Center module. It demonstrates the Customer Service Screen, Scripts, Upsell/Cross Sell and Payment functionality when receiving a call from a customer and placing a new order.

A customer calls one of our Contoso CSRs with a request to place an order.

CSR: "Hello, How can I help you today?"

Customer: "Hello, My Name is Ruth. I just received your Summer Catalog and would like to place an Order for an item that I fell in love with."

CSR: "Of Course! Happy to serve you today. May I have your phone number or customer account, or email to search for your account?"

Customer: "My phone number is the following. 206-555-5613"In AX CSR we go to the Call Center > Journals > Customer Service.
From this screen the CSR has the option to search using keywords to find the customer account information. For our scenario we use the phone number to find the correct customer.

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CSR selects the Phone Number to search for and enter the customer's phone number. The CSR form updates with the customer information shown below.

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From this screen, the CSR is able to see :

Sales Order History, last time this customer placed an order
Customer Balances,
Sales Order History,
The SO grid displays all SOs for this customer sorted with the latest showing first to see the latest SO on the top, with SO Status, Payment Status, Created Date, Ship Date, Payment method information. All in one screen.

For this scenario, the CSR knows that customer on the line is in good credit standing and proceed to place the order by clicking on the SO menu option.

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CSR: "I see your information and I am ready to take your order. You said that you have catalog for our semi-annual sale? I will enter that code to ensure you get our discounts."

CSR enters the catalog source code (id) to apply discounts from this catalog to the customer order.

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Customer: "I would like to order 50 Brown Glove units, size large. The item id for those is 81319."

CSR: "Sure, I am happy to add these lines to the order."

CSR proceeds to enter the order line with the requested item and quantity information.

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After the Sales Order line is entered the CSR saves the line and move to the next line by pressing the down arrow key or add lines button in AX. For our example, we have configured this item to upsell/cross-sell an item and also use a script when offering the item to the customer.

Upsell/Cross-sell: The new AX 2012 Call Center functionality allows to configure items for cross sell and upsell. In the example below, item 81320 has been setup to be offered to the customer.
Scripts: Scripts are another great feature that is part of the Call Center and that allows you set predefined scripts to welcome the customer or add information for example when trying to upsell an item giving your organization consistency on the message that you deliver to your customer. For our example, a script was created for CSR to try to upsell the item.

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CSR: "You might also like this item Brown Leather Gloves " Would you be interested in buying it?"

Customer: "Sure. Let's place an order of 5 so I can introduce these items in my store."

CSR: "Anything else for your order?"

Customer: "No thank you I am ready to pay."

CSR: "OK."

CSR: "Your Total for the Order is $4260.00 including taxes."

CSR clicks the complete button on the SO Header or X to exit and save the order.
A Sales Order Summary form is displayed with totals for the order.

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CSR: "Anything else?"

Customer: "Yes quick request. Could you add a note to indicate that order is urgent"?

CSR: "Sure"

CSR has the option to add notes, cancel the order, go back and modify the order or add charges.

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CSR will add notes to the order.

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CSR: "Ok I have added to the SO a special note with urgent delivery."

Customer: "I am ready to pay now. I would like to use my credit card information."

CSR: "Let me get your credit card information."

CSR clicks on the Payment menu of the Sales Order Summary.
Select the desired method of payment (Cash, Credit Card).

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Once ready CSR presses submit and the SO is processed.

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A message is displayed to inform the CSR that the payment has been completed.

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For customers in AX 2012 R3, the Call Center is great way to extend your sales channels and serve your customer better. The new Call Center module brings quick access to information CSRs need to manage a customer call resulting in a greater experience to your customers.

If you have questions about Call Center capabilities in Microsoft Dynamics AX 2012, contact us.

As Vice President of Digital Transformation at Blue Horseshoe, Steve Shebuski guides businesses through their digital transformation journey. Steve has 20+ years of experience as a Program Manager/Design Lead/Project Manager implementing both Microsoft Dynamics AX / Dynamics 365 as well as tier I and tier II warehouse management and transportation software solutions. Steve's deep knowledge within the distribution industry and his innovative approach to solution architecture are the backbone of the solution implementation and deployment by Blue Horseshoe.