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 NAV, covering contacts, profiles, segments, campaigns and more.
The course has two variants - one for users of Classic Dynamics NAV and the other for users ofDynamics NAV(formerly known as Navision) with the Role Tailored Client (RTC).
To ensure everyone gets an opportunity to attend our free 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 ourDynamics NAV Introduction in a Dayor have at least 6 months experience with Dynamics NAV.
10:15 Session Overview
Person vs Company
Industry Group Codes
12:30 Lunch Break
16:00 Summary & Questions
Thank you for your booking!
You will receive a confirmation email shortly
Not sure what NAV type you have?
If you’re using Business Central, you will see a screen like this:
RTC (Role Tailored Client)
If you have an RTC version of NAV it will look something like this (with panels and tiles):
If you have a Classic version of NAV it will look something like this (without panels and tiles):