80955. Управление отношениями в Microsoft Dynamics NAV 2017

Длительность курса 1 день/8 академ. часов.

20 000.00 Р


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?


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
  • NAV