80738 : Relationship Management in Microsoft Dynamics NAV 2016

This Digital Learning 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. Topics covered in this eLearning course include: Module 00: Introduction Module 01: Relationship Management Overview Module 02: Contact Management Module 03: Segmentation Module 04: Profiling and Classification Module 05: Opportunity Management Module 06: Interactions and Document Management Module 07: Campaign Management Module 08: Microsoft Dynamics CRM Integration Module 09: Additional Features Module 10: Course Review

Module 00: Introduction Module 01: Relationship Management Overview Module 02: Contact Management Module 03: Segmentation Module 04: Profiling and Classification Module 05: Opportunity Management Module 06: Interactions and Document Management Module 07: Campaign Management Module 08: Microsoft Dynamics CRM integration Module 09: Additional Features

Define Relationship Management in Dynamics NAV Create and Setup Contacts Set Up Contact Companies Use Segments with Contacts Remove Contacts Setup Profile Questionnaires Opportunity Management Setup Create and Activate Opportunities Create an Interaction Template Set Up Campaigns Use Microsoft Dynamics CRM with Dynamics NAV

General knowledge of Microsoft Windows Basic understanding of Microsoft Dynamics NAV and customer relationship management processes