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Dynamics 365 Business Central - Relationship Management 101 Training

This training course, formerly known as Sales & CRM, will enhance your understanding of the CRM Module in Dynamics 365 Business Central and its practical applications. It is tailored for sales and marketing professionals.

Course Information

Location:
"Virtual Classroom"
Cost:
FREE
Duration:
1 Day (10:00 - 13:00 GTM)
Dates:
See course booking form below

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.


Available Dates


Choose a date






They're totally free you say?!

Yep, all our training days are completely free of charge, regardless of whether you are one of our customers or not. Simply sign up to the course you are interested in and join us for a super-charged dose of knowledge from the experts. Our courses are held virtually, and as a UK company, they run on Greenwich Mean Time, (GMT) time zone.

Yep, all our training days are completely free of charge, regardless of whether you are one of our customers or not. Simply sign up to the course you are interested in and join us for a super-charged dose of knowledge from the experts. Our courses are held virtually, and as a UK company, they run on Greenwich Mean Time, (GMT) time zone.

If you're new to Dynamics NAV (previously known as Navision) or Dynamics 365 Business Central then we recommend that you attend our 'Intro in a Day' or have at least 6 months' experience before attending any of the 101 or advanced courses.

Wondering why you can't find any mention of Dynamics NAV on Microsoft's website? That's because Dynamics 365 Business Central is the new name for NAV! Learn more about the difference between Dynamics NAV and Dynamics 365 Business Central here.