Agenda
10:00 Welcome & Introduction
10:15 Role Centre Overview
10:15 Contact Overview
- Interactions
- Profiles
- Tasks
12:30 Sales
- Opportunities
- Sales Cycles
- Salespersons Overview
- Campaigns
- Sales Prices
- Segments
- Analysis Mode
13:00 Summary & Questions
This training course is suitable for account managers, sales people and marketing professionals who’d like to gain a better understanding of the CRM Module in Dynamics 365 Business Central. The session will run through various BC modules such as contacts, profiles, segments, campaigns and more. Previously called Sales & CRM 101.
To ensure fair access to our free training courses, we limit attendance to 2 people per company per course. You are welcome to register additional attendees, and if spaces become available, we will contact you to offer any extra places. If you have questions, contact us at: Digitaltraining@node4.co.uk.
To get the most of your free training you should come along to this only if you have attended our Dynamics 365 Business Central Introduction in a Day or have at least 6 months experience with Dynamics 365 Business Central.