Description
This 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.
What are the goals for this course?
- 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
- General knowledge of Microsoft Windows
- General knowledge of Microsoft Office
What are the prerequisites to consume this course?
Outline
Module 01: Relationship Management Overview
- Core Functionality in Relationship Management
- Rolecenters for Relationship Management
- Clients for Relationship Management
Module 02: Contact Management
- Viewing and Editing Contacts
- Contact Setup
- Creating Contacts
- Synchronizing Contacts with Customers and Vendors
- Managing Duplicate Contacts
Module 03: Segmentation
- Using Contact Information for Segments
- Setting up Segments
- Saving and Reusing Segmentation Criteria
Module 04: Profiling and Classification
- Questionnaire Setup
- Assigning Profile Questions to Contacts
- Automatic Classification
- Adding Contacts to Segments by Using Profile Information
Module 05: Opportunity Management
- Setup Opportunities
- Working with Opportunities
- Linking Sales Quotes to Opportunities
- Close and Delete Opportunities
Module 06: Interactions and Document Management
- Setting Up Interactions
- Record Interactions Manually
- Automatic Recorded Interactions
- Postponing Interaction Log Entries
Module 07: Microsoft Dynamics CRM Integration
- Setup and Working with CRM Integration
Module 08: Outlook Synchronization
- Setup and Working with Email Logging
Module 09: Campaign Management
- Setting up and Working with Campaigns
Продажи:
- NAV