Managed Business & IT Training Solutions

MBIT Training Ltd

Relationship Management in Microsoft Dynamics NAV 2016 (80738)

This Digital Learning course covers the use of relationship management capabilities in Microsoft Dynamics NAV 2016 to help companies manage their relationship with customers, suppliers, prospects and any other important stakeholder. This course explains the Microsoft Dynamics NAV functionalities to create and maintain relationships between the different stakeholders and the products or services of a company.
SKU: 80738
GTIN: 80738
Manufacturer: Microsoft
£500.00 (GBP)

This Digital Learning course covers the use of relationship management capabilities in Microsoft Dynamics NAV 2016 to help companies manage their relationship with customers, suppliers, prospects and any other important stakeholder. This course explains the Microsoft Dynamics NAV functionalities to create and maintain relationships between the different stakeholders and the products or services of a company.

Learning Objectives

  • Define Relationship Management in Dynamics NAV;
  • Create and Setup Contacts;
  • Set Up Contact Companies;
  • Use Segments with Contacts;
  • Remove Contacts;
  • Setup Profile Questionnaires;
  • Opportunity Management Setup;
  • Create and Activate Opportunities;
  • Create an Interaction Template;
  • Set Up Campaigns;
  • Use Microsoft Dynamics CRM with Dynamics NAV

Prerequisites

  • General knowledge of Microsoft Windows;
  • Basic understanding of Microsoft Dynamics NAV and customer relationship management processes