Dynamics 365 Business Central - Relationship Management 101 Training

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

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.

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

View available dates and book a place here:

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BC

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Virtual Classroom

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