Relationship Management in Microsoft Dynamics NAV 2017

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

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