Relationship Management Boot Camp
Begin using relationship management at your company in Microsoft Dynamics NAV and Dynamics 365 Business Central in this active hands-on workshop.
Get started with understanding how to build contacts and relate them to customers and vendors. We’ll live workshop setting up your company’s sales cycles so you can start using relationship management right away and cover fundamental concepts for actively managing opportunities, interactions, and tasks.
Extend what you’ve learned by knowing how to manage customer questionnaires, campaigns and segments, templates, the quote to order cycle, and how to report on sales activity to understand how you’ve done and what you pipeline looks like going forward.
Learn how to walk your company through adoption of these features by understanding the change management behind CRM system adoption and how to smooth the way to getting started with basic data migration, integration to Outlook, and good process design and communication.