80955 - Relationship Management in Microsoft Dynamics NAV 2017
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..