Description
This course covers the use of relationship management capabilities in Microsoft Dynamics 365 Business Central to help companies manage their relationship with customers, suppliers, prospects and any other important stakeholder. This course explains the Microsoft Dynamics 365 Business Central functionalities to create and maintain relationships between the different stakeholders and the products or services of a company.
What are the goals for this course?
Set up contacts
View and edit contacts
Create and synchronize contacts
Manage duplicate contacts
Use contact information for segments
Set up segments
Set up Questionnaires
Set up and work with opportunities
Link sales quotes to opportunities
Close and delete opportunities
Set up and record interactions
Automatic recorded interactions
Postpone interaction log entries
Set up and work with campaigns
Set up email logging
What are the prerequisites to consume this course?
General knowledge of Microsoft Office
Basic understanding of accounting
Module 01: Relationship Management Overview
- Core Functionality
- Role Center for Relationship Management
Module 02: Contact management
- Viewing and Editing Contacts
- Contact Setup
- Creating contacts manually
- Configuration to Automatically Create Contacts
- Automatically Create Contacts
- Synchronize Contacts with Customers and Vendors
- Managing Duplicate Contacts
Module 03: Segmentation
- Using Contact Information for Segments
- Adding Industry Groups and Business Relations to Contacts of Type Company
- Adding Job Responsibilities to Contacts of Type Person
- GDPR
- Setting up segments
- Using Segments
- Reduce and Refine Segments
- Save and Reuse Segmentation Criteria
Module 04: Profiling and Classification
- Questionnaire Setup
- Assigning Profile Questions to Contacts
- Automatic Classification and Contact Rating
- Adding Contacts to Segments by Using Profile Information
Module 05: Opportunity Management
- Set Up Opportunities
- Working with Opportunities
- Linking Sales Quotes to Opportunities
- Close and Delete Opportunities
- The Sales PipeLine
Module 06: Mobile Relationship Management
- Mobile App
- Working with Contacts
- Working with Opportunities
- The Sales Pipeline
Module 07: Interactions and Document Management
- Setting up Interactions
- Record Interactions Manually
- Automatic Recorded Interactions
- Postponing Interaction Log Entries
Module 08: Campaign Management
- Setting up Campaigns
- Working with Campaigns
- Campaign Pricing
Module 09: Microsoft Dynamics 365 for Sales Integration
- Setup and Working with Microsoft Dynamics 365 for Sales Integration
Module 10: Office 365 Email logging
- Setup Email Logging
- Work with Email Logging
- Dynamics 365