80738 - Relationship Management in Microsoft Dynamics NAV 2016 (1 Day)
Description
This 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