Course Overview
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
Course Outline
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
Course Objectives
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
Pre-requisites
General knowledge of Microsoft Windows
Basic understanding of Microsoft Dynamics NAV and customer relationship management processes