80955 - Relationship Management in Microsoft Dynamics NAV 2017

Code: 80955
Course duration: 1 days
Location Period
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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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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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
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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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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 12-15
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
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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
enroll
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
enroll
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) 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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NYC-23rd Street (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
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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
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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
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Northern New Jersey (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
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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
enroll
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
Newark, New Jersey (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Attend Online 02-16
09:00AM to 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led) 02-16
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
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
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80955 - Relationship Management in Microsoft Dynamics NAV 2017(1 Day)

Description

This Digital Learning course covers the use of relationship management capabilities in Microsoft Dynamics NAV 2017 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.

Contents

Module 1: Relationship Management Overview.. 

Module Overview.. 

Lesson 1: Core Functionality in Relationship Management. 

Lesson 2: Rolecenters for Relationship Management. 

Lesson 3: Clients for Relationship Management. 

Module review.. 

Module 2: Contact Management 

Module Overview.. 

Lesson 1: Viewing and Editing Contacts. 

Lesson 2: Contact Setup. 

Lesson 3: Creating Contacts. 

Lesson 4: Synchronizing Contacts with Customers and Vendors. 

Lesson 5: Managing Duplicate Contacts. 

Module Review.. 

Module 2 Key Take Away. 

Module Practice. 

Practice 2.1: Set Up a Contact Company. 

Practice 2.2: Create a Contact Person.. 

Practice 2.3: Create a Contact as a Customer 

Test Your Knowledge Module 2. 

Test Your Knowledge Answers. 

Module 3: Segmentation. 

Module Overview.. 

Lesson 1: Using Contact Information for Segments. 

Lesson 2: Setting up Segments. 

Lesson 3: Saving and Reusing Segmentation Criteria. 

Module Review.. 

Module 3 Key Take Away. 

Module Practice. 

Practice 3.1: Create a New Segment 

Practice 3.2: Use Saved Segmentation Criteria. 

Test Your Knowledge Module 3. 

Test Your Knowledge Answers. 

Module 4: Profiling and Classification.. 

Module Overview.. 

Lesson 1: Questionnaire Setup. 

Lesson 2: Assigning Profile Questions to Contacts. 

Lesson 3: Automatic Classification and Contact Rating. 

Lesson 4: Adding Contacts to Segments by Using Profile Information. 

Module Review.. 

Module 4 Key Take Away. 

Practice 4.1: Setup a Profile Questionnaire. 

Practice 4.2: Profile a Contact 

Test Your Knowledge Module 4. 

Test Your Knowledge Answers. 

Module 5: Opportunity Management 

Module Overview.. 

Lesson 1: Setup Opportunities. 

Lesson 2: Working with Opportunities. 

Lesson 3: Linking Sales Quotes to Opportunities. 

Lesson 4: Close and Delete Opportunities. 

Module Review.. 

Module 5 Key Take Away. 

Module Practice. 

Practice 5.1: Create and Activate an Opportunity. 

Test Your Knowledge Module 5. 

Test Your Knowledge Answers. 

Module 6: Interactions and Document Management 

Module Overview.. 

Lesson 1: Setting Up Interactions. 

Lesson 2: Record Interactions Manually. 

Lesson 3: Automatic Recorded Interactions. 

Lesson 4: Postponing Interaction Log Entries. 

Module Review.. 

Module 6 Key Take Away. 

Module Practice. 

Practice 6.1: Create an Interaction Template with an Attachment 

Test Your Knowledge Module 6. 

Test Your Knowledge Answers. 

Module 7: Microsoft Dynamics CRM Integration. 

Module Overview.. 

Lesson 1: Setup and Working with CRM Integration. 

Module Review.. 

Module 7 Key Take Away. 

Test Your Knowledge Module 7. 

Test Your Knowledge Answers. 

Module 8: Outlook Synchronization. 

Module Overview.. 

Lesson 1: Setup and Working with Email Logging. 

Module Review.. 

Module 8 Key Take Away. 

Test Your Knowledge Module 8. 

Test Your Knowledge Answers. 

Module 9: Campaign Management 

Module Overview.. 

Lesson 1: Setting up and Working with Campaigns. 

Module Review.. 

Module 9 Key Take Away. 

Module Practice. 

Practice 9.1: Create an Interaction Linked to a Campaign.. 

Test Your Knowledge Module 9. 

Test Your Knowledge Answers. 

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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