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Sep 24 2020


2:00 pm - 6:00 pm


$250 Until 8/25/20 Then $300


4 CPE Credits

Relationship Management Part 2

Class ID: NRMP2

In these crazy times, it's more important than ever to do more with your Dynamics 365 Business Central / NAV system. We know how often your plans change, so we've converted our classes to "rolling enrollment". Click the "I'm interested" button to the left to let us know you're interested in this class, and we'll contact you when we have enough interest to schedule one!

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.


Learning Objectives: TBD


Field of Study: Computer Software & Applications


Delivery Method: “Group Live presented online due to COVID-19” for our online classes


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 be present, registering your attendance and departure on the designated attendance sheets. Class participation will be monitored, and you will not receive CPE credit for any portion of the class that you do not appear fully engaged.


Version: This class will be taught in Dynamics NAV 2018.  If you are evaluating or use Dynamics 365 Business Central, the functionality and processes taught will be applicable with only minor differences.  We will review the pertinent differences between the two user interfaces early in the class, and throughout the class we will identify any significant differences in functionality between the versions where appropriate.  If you are using an earlier version of NAV, likewise we will highlight significant differences in features and functionality as appropriate.


Refund and Cancellation Policy: Please refer to our Refund and Cancellation policy here.

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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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