Relationship Management in Microsoft Dynamics NAV 2017

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: Opportunity Management
Module 06: Interactions and Document Management
Module 07: Microsoft Dynamics CRM Integration
Module 08: Outlook Synchronization
Module 09: Campaign Management

At course completion:

Core Functionality in Relationship Management
Viewing and editing contacts
Creating and synchronizing contacts with customers and vendors
Managing duplicate contacts
Using contact information for segments
Setting up segments
Saving and reusing segmentation criteria
Questionnaire setup
Assigning profile questions to contacts
Automatic classification and contact rating
Adding contacts to segments by using profile information
Setting up and working with opportunities
Linking sales quotes to opportunities
Close and delete opportunities
Setting up and recording interactions
Automatic recorded interactions
Postponing interaction log entries
Mail merge from webclient
Set up and working with CRM integration and Email logging
Setting up and working with campaigns


General knowledge of Microsoft Windows
General knowledge of Microsoft Office

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