Dynamics NAV Training Curriculum

Relationship Management

• Defining Relationship Management
• Relationship Management Application
• Selling Points for Relationship Management
• Overview the Service Management functionality
• Know about the structure of Service Management

Relationship Management Setup

• The Relationship Management Setup Window
• Automatically Recorded Interactions
• Synchronization with Customers, Vendors, and Bank Accounts
• Duplicate Search
• E-mail Journaling

Contacts

• Setting Up Contacts
• The Contact Card
• Creating Contact Companies
• Creating Contact Persons
• Searching for Contacts
• Searching for Duplicates
• Synchronizing Contacts with Customers, Vendors, and Bank Accounts
• Exporting Contacts
• Contact Statistics
• Contact Reports

Interactions and document management

• Introduction
• Setting Up Interactions
• Using the Create Interaction Wizard
• Phone Calls
• E-Mails
• Automatically Recorded Interactions
• Canceling and Deleting Interaction Log Entries
• Interaction Statistics
• Create an interaction template with an attachment
• Recording interactions
• Making a phone call
• Sending an e-mail
• Creating automatically recorded interactions
• Creating a sales quote and an order for the interaction log

Campaigns and segmentation

• Introduction to Campaigns and Segments
• Setting Up Campaigns
• Creating Campaigns
• Creating Segments
• Creating Interactions for Segments
• Creating Segments by Reusing Logged Segments
• Creating Segments by Reusing Saved Segments
• Campaign Pricing
• Campaign Statistics

Task Management

• Introduction to Task Management
• Setting Up Teams and Activities
• Creating To-dos
• Assigning Activities
• Creating Recurring To-dos
• Modifying To-dos
• Converting Team To-dos
• Sending E-Mail Meeting Invitations
• Closing, Canceling and Deleting To-dos
• Viewing Statistical Information About To-dos

Outlook Integration

• Introduction to Outlook Integration
• Setting Up Outlook Integration
• Synchronizing Contacts and Salespeople in Real-time
• Synchronizing To-dos in Real-time
• Viewing Outlook Items from Navision and Navision Records from Outlook
• Synchronization Batch Jobs
• Conflict Resolution and Error Handling

Opportunity Management

• Introduction to Opportunity Management
• Setting Up Opportunities
• Creating Opportunities
• Updating Opportunities
• Creating To-dos for Opportunities
• Creating Sales Quotes and Orders for Opportunities
• Closing and Deleting Opportunities
• Statistics

Profiling and Classification

• Introduction to Profiling and Classification
• Profile Questionnaires
• Contact Rating
• Entering Contact Profiles
• Creating Segments Using Profile Information
• Updating Profile Questionnaires
• Testing and Printing Questionnaires

The Multilanguage Salutation and Attachment feature

• Introduction
• Creating Salutation Formulas
• Assigning Salutation Code to the Contact
• Creating an Interaction Using Salutation Code
• Creating an Interaction Using a Segment Including Logging of the Segment

The Quote to Contact Feature

• Introduction
• Setting Up Customer Templates
• Making a Sales Quote from the Opportunity List Window
• Making a Sales Quote from the Sales Quote Window
• Creating a Sales Order from the Sales Quote Window
• Assigning a Sales Quote to an Opportunity

Document Logging

• Introduction
• Saving a Sales Quote
• Restoring a Sales Quote or Order
• Logging and Saving a Version of a Sales Order
• Restoring a Sales Order

 

 

 

 

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