Dynamics 365 Business Central - Sales and CRM 101 Training

Duration

1 Day (10:00 - 16:00 BST)

Cost

FREE

Location

Virtual Classroom

Dates

See course booking form below

Course Overview

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 365 Business Central, covering contacts, profiles, segments, campaigns and more!

To ensure everyone gets an opportunity to attend our free Dynamics 365 Business Central training courses we have had to apply a limit of 2 people per company per course. You are more than welcome to 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.

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.

Agenda

10:00 Welcome

10:15 Session Overview

Contacts
- Contact Setup
- Person vs Company
Profiles
- Creating Questionnaires,
- Answering Questionnaires
Segments
- Mailing groups
- Business Relations
- Industry Group Codes
- Mail Merge

12:30 Lunch Break

13:30 Campaigns

Interactions
Opportunity Management
- Sales Cycles

16:00 Summary & Questions

View available dates and book a place here:

1. Select Type Not sure what NAV type you have

2. Select a location:

Virtual Classroom

3. Select a date:Select location to view available dates...

23 Oct 2023 - 23 Oct 2023

4. Your Details

First name*:

Last name*:

Company name*:

Company email*:

Phone number*:

Job title*:

Your location on the day of training (required for virtual machine access)*:

Current Dynamics NAV or Business Central Version*:

Notes:

Dynamics 365 Business Central - Sales and CRM 101 Training

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 365 Business Central, covering contacts, profiles, segments, campaigns and more!

Thank you for your booking!

View available dates and book a place here:

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