Course Overview
This Digital Learning course covers the use of relationship management capabilities in Microsoft Dynamics NAV 2013 R2 to help companies manage their relationship with customers, suppliers, prospects and any other important stakeholder. This course explains the Microsoft Dynamics NAV 2013 R2 functionalities to create and maintain relationships between the different stakeholders and the products or services of a company.
Course Outline
Module 00: Introduction
Module 01: Relationship Management Overview
Module 02: Contact Management
Module 03: Segmentation
Module 04: Profiling and Classification
Module 05: Interactions and Document Management
Module 06: Opportunity Management
Module 07: Campaign Management
Module 08: Additional Features
Course Objectives
Learn about the setup of contact cards for people and companies.
Explain how to deal with duplicate contact cards.
Learn about the synchronization between contacts, customer and suppliers.
Demonstrate the master data for relationship management module.
Explain how to communicate with contacts.
Show how to create subsets of contacts based on predefined criteria.
Learn how to reduce and refine segments.
Learn how to save and reuse segmentation criteria.
Explain how to enable companies to setup and use profile questionnaire.
Introduce contact rating capabilities.
Demonstrate how to test and print questionnaires.
Learn about how to setup interactions with contacts.
Learn about the different types of interchanging documents.
Explain how to manage and work with sales opportunities using the opportunity management feature.
Learn about opportunity management.
Introduce campaign management and creation of interactions for campaigns.
Describe assignments of to-dos and activities to sales team.
Explain how to set up salutations.
Learn about Outlook Synchronization functionality.
Pre-requisites
Learners taking this course must have basic knowledge of Microsoft Dynamics NAV, and user-level knowledge of Microsoft Word, Microsoft Outlook, and Microsoft Internet Explorer.
It is recommended that the learners complete the e-learning course Introduction in Microsoft Dynamics NAV 2013 R2.