An email was just sent to confirm your subscription. Please find the email now and click 'Confirm Follow' to start subscribing.


You have already subscribed to this site. Please check your inbox.
You can manage your preferences at

Why Waste Money? Help Your Sales Staff Sell More without Buying More Software They Will Not Use

February 16, 2021 | New View Strategies

There are a lot of articles on the internet that tell you why CRM implementations fail, but the facts remain constant: a significant portion do.  Industry studies show that up to 63% of CRM implementations fail. So then, if you already own software that is fully integrated with your customers and your sales history, why would you spend more money on a project that has a less than 50% chance of success?  Yet every year, there are posts on the internet from individuals who are in the throes of yet another CRM implementation gone south.  I’ve been pontificating over the past year about particular treasures of CRM functionality baked into your Dynamics 365 Business Central / Dynamics NAV system you already own, and realized I’ve not taken a step back to provide you with an overall snapshot. If you’re shopping for a new CRM system or have yet to unpack BC/NAV’s glorious CRM functionality, let me show you the way.

Relationship Management

As you know now, Business Central / NAV has CRM functionality, but many companies who implement Business Central do not realize Business Central has CRM functionality.  Why?  A rose is a rose by any other name: in Business Central, it is called Relationship Management.

Workflows and Approvals

Relationship Management has workflow automation and its setup is super simple.  With Approvals and Workflows, your Sales Reps can create Contacts and Sales Quotes.  Your Credit Manager, using information provided on the Contact Card, can review and convert the Contact to a Customer with appropriate Credit Limits.

Sales Cycles

Relationship Management has Sales Process Management.  With Sales Cycles, you can establish standard processes and the underlying steps, customized to accommodate your different processes, to assist and remind your Sales Staff of tasks designed to close the deal.

Screenshot: Sales Cycle Stages

Outlook Integration

Relationship Management is integrated with Outlook – show me a sales team that doesn’t love that!  Your sales staff can sync their Contacts and Schedules in Business Central to their Outlook Calendars.  And because Relationship Management is part of Business Central a Sales Rep who receives an email from a Contact or Customer can quickly respond with a Sales Quote right from his cellphone.


With Relationship Management your sales staff can track their communications between your company and their contacts using Interaction Tracking.  You can log your communications, add notes to those entries, and evaluate the results of the interactions.  You can postpone a scheduled interaction and easily retrieve logged and postponed interactions.


I love the power of Segmentation!  With Segmentation you can define, track, and use minute details with which you can segregate your Contacts.  As an example, you can define groups of Contacts as Engineers, Accountants, Managers and more.  But you can also break those groups down further.  With Engineers you can define categories for Chemical Engineer, Civil Engineer, Electrical Engineer and Mechanical Engineer.  And of course, you can break this down with subcategories of each branch of Engineer.

Screenshot: Industry Groups

Profile Questionnaires

You can supercharge your Segmentation with the Profile Questionnaires feature in Relationship Management.  This power tool allows you to record answers to questions you define to capture even more information about the individuals and the companies you want to target.  These Profile Questionnaires can be simple questions the Sales Reps complete or they can be automatically classified based on Customer data already in Business Central.

Screenshot: Profile Questionnaire Setup


Using all the metrics you have captured through Segmentation, Relationship Management allows you to create Segments that pinpoint your Target Audience for any marketing or sales efforts.  Because it is part of Business Central you can create these Segments based on sales history, interaction history, answers to your questions on the Profile Questionnaires or just the metrics you have captured on the individual Contacts. Want to try that with another CRM system? Hello complicated integration!

Screenshot: Segments


As the saying goes, but wait, there’s more! Before you create your pinpoint accurate Target Market, you can create a Campaign, tag it with a Dimension to capture financial data, set up special pricing or special discounts for specific Items and establish effective dates for the promotional pricing.  Wow! After setting up your Campaign you can create a Segment that pinpoints your Target Market using all the criteria available from past sales history, results from logged interactions, values from Segmentation assigned to your Contacts and answers to Questions from the Profile Questionnaires. After pulling your Target Market into the Segment, you can share this with your Sales Staff and let them make it rain.

Screenshot: Campaign Card

The Bells and Whistles

Relationship Management even has funnels and cues that Sales Managers love.

Screenshot: Sales Pipeline

You also have access to Jet Express and Power BI.  These tools allow you to supercharge your reporting and analysis.

Now that I have captured all this in one place, I am more confused than ever about why companies look at other CRM packages instead of evaluating the CRM functionality baked into your Dynamics 365 Business Central / Dynamics NAV system.  A stitch in time saves nine.  Or in this case, reviewing what you already have can save you tens of thousands of dollars.  And how much more functionality do you really need?

Ready to dive in? Check out my list of previous blog topics, each diving into the setup and use of those features. If you do not know how to start your review of Relationship Management in Business Central send me an email.  Inquiries are always free.

Subscribe to our RSS Feed

Subscribe to Blog Updates

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Join 1 other subscriber

You can unsubscribe at any time. To view our Privacy Policy click here.

The experts at New View Strategies are experienced Dynamics NAV and Business Central trainers and business process consultants who have walked in your shoes as former Corporate Controllers, Directors of IT, and Solution Architects, and believe increased utilization of your business systems is critical to the continued success of your company.
Subscribe to our newsletter and keep up to date with classes, special registration discounts, and other NVS news

You can unsubscribe at any time. To view our Privacy Policy click here.

| Website Proudly Designed by Phoenix3 Marketing
Call Us!
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram