Managed Business & IT Training Solutions

MBIT Training Ltd

Relationship Management in Microsoft Dynamics NAV 2017 (80955)

This Digital Learning course covers the use of relationship management capabilities in Microsoft Dynamics NAV 2017 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.;Additional Course Resources are available for this course.
SKU: 80955
GTIN: 80955
Manufacturer: Microsoft
£150.00 (GBP)

Delivery: Blended learning
OR On-site (Private delivery)
Minimum number of delegates: 1:1
Maximum class size: 20
Delivery date: (as requested by customer)
Offers: contact for details however 20% consecutive discount on all group bookings.
Next availability: Immediate
Applicable for: Application Developer, Data Analyst, Programmer
Offers: contact for details

This Digital Learning course covers the use of relationship management capabilities in Microsoft Dynamics NAV 2017 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

  • Core Functionality in Relationship Management;
  • Viewing and editing contacts;
  • Creating and synchronizing contacts with customers and vendors;
  • Managing duplicate contacts;
  • Using contact information for segments;
  • Setting up segments;
  • Saving and reusing segmentation criteria;
  • Questionnaire setup;
  • Assigning profile questions to contacts;
  • Automatic classification and contact rating;
  • Adding contacts to segments by using profile information;
  • Setting up and working with opportunities;
  • Linking sales quotes to opportunities;
  • Close and delete opportunities;
  • Setting up and recording interactions;
  • Automatic recorded interactions;
  • Postponing interaction log entries;
  • Mail merge from webclient;
  • Set up and working with CRM integration and Email logging;
  • Setting up and working with campaigns

Prerequisites

  • General knowledge of Microsoft Windows;
  • General knowledge of Microsoft Office