81274. Relationship Management in Microsoft Dynamics 365 Business Central

Description

This course covers the use of relationship management capabilities in Microsoft Dynamics 365 Business Central to help companies manage their relationship with customers, suppliers, prospects and any other important stakeholder. This course explains the Microsoft Dynamics 365 Business Central functionalities to create and maintain relationships between the different stakeholders and the products or services of a company.

What are the goals for this course?

Set up contacts

View and edit contacts

Create and synchronize contacts

Manage duplicate contacts

Use contact information for segments

Set up segments

Set up Questionnaires

Set up and work with opportunities

Link sales quotes to opportunities

Close and delete opportunities

Set up and record interactions

Automatic recorded interactions

Postpone interaction log entries

Set up and work with campaigns

Set up email logging

What are the prerequisites to consume this course?

General knowledge of Microsoft Office

Basic understanding of accounting

Module 01: Relationship Management Overview

• Core Functionality
• Role Center for Relationship Management

Module 02: Contact management

• Viewing and Editing Contacts
• Contact Setup
• Creating contacts manually
• Configuration to Automatically Create Contacts
• Automatically Create Contacts
• Synchronize Contacts with Customers and Vendors
• Managing Duplicate Contacts

Module 03: Segmentation

• Using Contact Information for Segments
• Adding Industry Groups and Business Relations to Contacts of Type Company
• Adding Job Responsibilities to Contacts of Type Person
• GDPR
• Setting up segments
• Using Segments
• Reduce and Refine Segments
• Save and Reuse Segmentation Criteria

Module 04: Profiling and Classification

• Questionnaire Setup
• Assigning Profile Questions to Contacts
• Automatic Classification and Contact Rating
• Adding Contacts to Segments by Using Profile Information

Module 05: Opportunity Management

• Set Up Opportunities
• Working with Opportunities
• Linking Sales Quotes to Opportunities
• Close and Delete Opportunities
• The Sales PipeLine

Module 06: Mobile Relationship Management

• Mobile App
• Working with Contacts
• Working with Opportunities
• The Sales Pipeline

Module 07: Interactions and Document Management

• Setting up Interactions
• Record Interactions Manually
• Automatic Recorded Interactions
• Postponing Interaction Log Entries

Module 08: Campaign Management

• Setting up Campaigns
• Working with Campaigns
• Campaign Pricing

Module 09: Microsoft Dynamics 365 for Sales Integration

• Setup and Working with Microsoft Dynamics 365 for Sales Integration

Module 10: Office 365 Email logging

• Setup Email Logging
• Work with Email Logging