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Sep 24 2020


2:00 pm - 6:00 pm


$250 Until 8/25/20 Then $300


Remote Class

Relationship Management Part 2

Class ID: NRMP2

Extend what you learned in Relationship Management Part 1 by learning how to manage customer questionnaires, campaigns and segments, and how they all tie into the quote to order cycle. Gain expertise in reporting and presenting what’s in the sales pipeline. Discuss the change management necessary to smooth the way to better user adoption and the key success factors of implementing relationship management in Dynamics NAV / Dynamics 365 BC.


Who Should Attend? Anyone in on the sales, customer service, or field service teams interested in fully leveraging the Relationship Management component in their Dynamics NAV / Dynamics 365 Business Central system.


Program Level: Intermediate


Prerequisites: Relationship Management Part 1, or the equivalent experience.


Advanced Preparation: Each student will receive instructions for connecting to their online class and their own hands-on learning environment via email shortly before class.  Please be connected to both environments at least 15 minutes prior to the scheduled start time to enable an on-time class.


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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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