Knowledge Days
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Dynamics NAV - Sales and CRM 101 Training - Discontinued
Unfortunately, we have discontinued this free course due to a lack of interest. If you are still interested in receiving training in Dynamics NAV in the area, please reach out to your Engagement Manager for further advice.
This training course is designed for account managers, sales people and marketing personnel who’d like to develop their understanding of the CRM Module in Dynamics NAV, covering contacts, profiles, segments, campaigns and more.
The course has two variants - one for users of Classic Dynamics NAV and the other for users of Dynamics NAV (formerly known as Navision) with the Role Tailored Client (RTC).
To ensure everyone gets an opportunity to attend our free training courses we have had to apply a limit of 2 people per company per course. You can register for more places and if the course is not full or places become available we will contact you to offer you the extra places from: training@thenavpeople.com.
To get the most of your free training you should come along to this only if you have attended our Dynamics NAV Introduction in a Day or have at least 6 months experience with Dynamics NAV.
Agenda:
10:00 Welcome
10:15 Session Overview
- Marketing Setup
- Profiles
- Questionnaire Setup
- Campaigns
12:30 Lunch Break
13:30 Segments
- Interactions
- Opportunity
- Sales Cycles
- Sales Orders
16:00 Summary & Questions
- Duration: 1 Day (10:00 - 16:00 BST)
- Cost: FREE
- Location: Virtual Classroom
- Dates: See course booking form below
- Duration: 1 Day (10:00 - 16:00 BST)