80738 - Relationship Management in Microsoft Dynamics NAV 2016

Code: 80738
Course duration: 1 days
Location Period
Greenwich, Connecticut (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
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Attend Online 10-13
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Instructor-Led) 10-13
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 10-13
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
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Attend Online 11-10
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
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Secaucus, New Jersey (Instructor-Led) 11-10
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 11-10
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
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Attend Online 12-15
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 12-15
09:00AM to 05:00PM
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Greenwich, Connecticut (Instructor-Led) 12-15
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
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Attend Online 01-12
09:00AM to 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 01-12
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Instructor-Led) 01-12
09:00AM to 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
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Attend Online 02-16
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 02-16
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Mid-Town New York City (Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Attend Online 03-16
09:00AM to 05:00PM
enroll
NYC-23rd Street (Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 03-16
09:00AM to 05:00PM
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80738 - Relationship Management in Microsoft Dynamics NAV 2016 (1 Day)

Description

This Digital Learning course covers the use of relationship management capabilities in Microsoft Dynamics NAV 2016 to help companies manage their relationship with customers, suppliers, prospects and any other important stakeholder. This course explains the Microsoft Dynamics NAV functionalities to create and maintain relationships between the different stakeholders and the products or services of a company.

Course Outline

Module 01: Relationship Management Overview

  • Module Overview
  • Defining Relationship Management
  • Module Review

Quiz: Test Your Knowledge

Module 02: Contact Management

  • Module Overview
  • The Contact Card
  • Setting Up Contact Information
  • Creating Contacts
  • Practice: Set Up a Contact Company
  • Practice: Create Contact Persons
  • Searching for Duplicates
  • Synchronizing Contacts with Customers and Vendors
  • Practice: Create a Contact as a Customer
  • Module Review

Quiz: Test Your Knowledge

Module 03: Segmentation

  • Module Overview
  • Using Contact Information for Segments
  • Setting Up Segments
  • Practice: Create a new segment
  • Removing Contacts
  • Saving and Reusing Segmentation Criteria
  • Practice: Use Saved Segmentation Criteria
  • Module Review

Quiz: Test Your Knowledge

Module 04: Profiling and Classification

  • Module Overview
  • Profile Questionnaires Setup
  • Assigning Profile Questionnaires to Contacts
  • Automatic Classification
  • Contact Rating
  • Adding Contacts to Segments by using Profile Information
  • Module Review

Quiz: Test Your Knowledge

Module 05: Opportunity Management

  • Module Overview
  • Opportunity Management Setup
  • Working with Opportunities
  • Practice: Create and Activate an Opportunity
  • Linking Sales Quotes to Opportunities
  • Practice: Set Up Customer Templates
  • Practice: Create a Sales Quote and a Sales Order
  • Close and Delete Opportunities
  • Opportunities Statistics
  • Module Review

Quiz: Test Your Knowledge

Module 06: Interactions and Document Management

  • Module Overview
  • Setting Up Interactions
  • Practice: Create an Interaction Template with an Attachment
  • Record Interactions Manually
  • Automatically Recorded Interactions
  • Practice: Create an Automatically Recorded Interaction
  • Practice: Send a Letter to Contacts from a Segment
  • Postponing Interaction Log Entries
  • Module Review

Quiz: Test Your Knowledge

Module 07: Campaign Management

  • Module Overview
  • Setting Up Campaigns
  • Creating Interactions for Campaigns
  • Practice: Create an Interaction Linked to a Campaign
  • Module Review

Quiz: Test Your Knowledge

Module 08: Microsoft Dynamics CRM integration

  • Module Overview
  • Setup Connection
  • Coupling
  • Showing Financial Data from NAV in CRM
  • Module Review

Quiz: Test Your Knowledge

Module 09: Additional Features

  • Module Overview
  • Task Management
  • Practice: Create a To-Do for a Salesperson
  • Demo: Create Recurring To-dos
  • Practice: Send E-Mail Meeting Invitations
  • Demo: Delete To-Dos
  • Outlook Synchronization
  • Module Review

Quiz: Test Your Knowledge

Course Review

Guaranteed to Run

2018-03-20 09:00 to 2018-03-23 17:00
Palm Beach County Florida (Instructor-Led)
2018-03-19 09:00 to 2018-03-23 17:00
Secaucus, New Jersey (Virtual Instructor-Led)
2018-03-01 09:00 to 2018-03-02 17:00
Palm Beach County Florida (Instructor-Led)

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