Dynamics 365 Business Central - Sales and CRM 101 Training

1 Day (10:00 - 16:00 BST)
Virtual Classroom
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.

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 can 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 from: training@thenavpeople.com.

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.


10:00 Welcome

10:15 Session Overview

  • Marketing Setup
  • Profiles
  • Questionnaire Setup
  • Campaigns

12:30 Lunch Break

13:30 Segments

  • Interactions
  • Opportunity
  • Sales Cycles
  • Sales Orders

16:00 Summary & Questions

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Virtual Classroom

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8 Jul 2024 - 8 Jul 2024
2 Aug 2024 - 2 Aug 2024
18 Sep 2024 - 18 Sep 2024
24 Oct 2024 - 24 Oct 2024