Relationship Management in Microsoft Dynamics NAV 2013 R2

Duration : 1 Day

Course Contents

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

At course completion:

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.


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.

Regular Price : $450.00
Special Price :$300.00

Upcoming Schedules

Start Date End Date Delivery Location Details
For any custom schedule, please email us at or Call us at +1 951.821.5678

This course includes:

  • 24x7 Lab Access during your Training
  • Official Courseware
  • Free retake upto 6 months
  • Post Training Support
  • Experienced Instructors
  • Train from AnyWhere