Managing Your Customers

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.

Class topics

  • Customers and Contacts Setup
  • Customers and Contacts Management
  • Customer Creation from the Contact
  • Questionnaires, Mail Groups and Segments
  • Sales Quotes Introduction

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.

Learning Objectives:

At the end of this class, participants will be able to:

  • Explain the overall CRM functions and features in Business Central / NAV
  • Identify the differences between contact types and customers
  • Set up a questionnaire, mail groups, and segments
  • Create a sales quote

Field of Study: Computer Software & Applications

Program Level: Basic

Prerequisites: None

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.

Contact Us to Discuss How We Can Help Your Company Today!

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.
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