It’s typically a surprise for companies when they discover the full-features CRM functionality hiding inside the Microsoft Dynamics 365 Business Central / NAV system they already own. In just a few hours we’ll take you through the proper setup and use of the contact and customer management features, including the embedded and robust profile tracking as a pre-cursor to your targeted marketing effort. We’ll also introduce you to how the system can accommodate and support your existing or desired sales process with the provision and tracking of sales quotes.
Who Should Attend?
Anyone in on the sales, customer service, or field service teams interested in understanding the basics of a powerful customer relationship tool already included in their Business Central / NAV system.
At the end of this class, participants will be able to:
Field of Study: Computer Software & Applications
Program Level: Basic
Advanced Preparation: Each student will receive via email connection instructions to their individual virtual classroom link and hands-on practice environment shortly before class. Connections to both resources should be tested before class. We recommend using a second monitor while attending class.
Delivery Method: Group Internet-based
CPE Credits: By participating in this class, you are eligible to earn up to 4 CPE credits which will be distributed following class completion. In order to be awarded the full credit hours, you must notify your instructor of your intention to request credit before the start of the first class. To receive CPE credit, you must be present and actively engaged, which will be verified using polling questions and other means. You will not receive CPE credit for any portion of the class that you do not appear fully engaged.
Version: This class is taught in Microsoft Dynamics 365 Business Central.
Learning environment: As experienced trainers of adult learners, we understand how to make training “stick”. We use proven practices to make sure you retain what you learn and are fully equipped to immediately apply what you discovered in class. Each day, you will spend more than 50% of your time doing hands-on exercises in our simulated learning environment.
Refund and Cancellation Policy: Please refer to our Refund and Cancellation policy here.