Microsoft Dynamics NAV (Navision) 4.0 Relationship Management (8363)

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Vendor: 
Subject: 
ERP
Overview: 

This 3 day Microsoft Business Solutions-Navision 4.00 Relationship Management course is an instructor-led training course. It provides you with in-depth knowledge of the granules that make up the Relationship Management application area.

Course Contents: 

Chapter 1: Relationship Management

  • Defining Relationship Management
  • Relationship Management Application
  • Selling Points for Relationship Management

    Chapter 2: Relationship Management Setup

  • The Relationship Management Setup Window
  • Automatically Recorded Interactions
  • Synchronization with Customers, Vendors, and Bank Accounts
  • Duplicate Search
  • E-mail Journaling

    Chapter 3: Contacts

  • Setting Up Contacts
  • The Contact Card
  • Creating Contact Companies
  • Creating Contact Persons
  • Searching for Contacts
  • Searching for Duplicates
  • Synchronizing Contacts with Customers, Vendors, and Bank Accounts
  • Exporting Contacts
  • Contact Statistics
  • Contact Reports
  • Exercise
  • Self-Test

    Chapter 4: Interactions and document management

  • Introduction
  • Setting Up Interactions
  • Using the Create Interaction Wizard
  • Phone Calls
  • E-Mails
  • Automatically Recorded Interactions
  • Canceling and Deleting Interaction Log Entries
  • Interaction Statistics
  • Exercises
  • Create an interaction template with an attachment
  • Recording interactions
  • Making a phone call
  • Sending an e-mail
  • Creating automatically recorded interactions
  • Creating a sales quote and an order for the interaction log

    Chapter 5: Campaigns and segmentation

  • Introduction to Campaigns and Segments
  • Setting Up Campaigns
  • Creating Campaigns
  • Creating Segments
  • Creating Interactions for Segments
  • Creating Segments by Reusing Logged Segments
  • Creating Segments by Reusing Saved Segments
  • Campaign Pricing
  • Campaign Statistics

    Chapter 6: Task Management

  • Introduction to Task Management
  • Setting Up Teams and Activities
  • Creating To-dos
  • Assigning Activities
  • Creating Recurring To-dos
  • Modifying To-dos
  • Converting Team To-dos
  • Sending E-Mail Meeting Invitations
  • Closing, Canceling and Deleting To-dos
  • Viewing Statistical Information About To-dos

    Chapter 7: Outlook integration

  • Introduction to Outlook Integration
  • Setting Up Outlook Integration
  • Synchronizing Contacts and Salespeople in Real-time
  • Synchronizing To-dos in Real-time
  • Viewing Outlook Items from Navision and Navision Records from Outlook
  • Synchronization Batch Jobs
  • Conflict Resolution and Error Handling

    Chapter 8: Opportunity Management

  • Introduction to Opportunity Management
  • Setting Up Opportunities
  • Creating Opportunities
  • Updating Opportunities
  • Creating To-dos for Opportunities
  • Creating Sales Quotes and Orders for Opportunities
  • Closing and Deleting Opportunities
  • Statistics

    Chapter 9: Profiling and classification

  • Introduction to Profiling and Classification
  • Profile Questionnaires
  • Contact Rating
  • Entering Contact Profiles
  • Creating Segments Using Profile Information
  • Updating Profile Questionnaires
  • Testing and Printing Questionnaires

    Chapter 10: The Multilanguage Salutation and Attachment feature

  • Introduction
  • Creating Salutation Formulas
  • Assigning Salutation Code to the Contact
  • Creating an Interaction Using Salutation Code
  • Creating an Interaction Using a Segment Including Logging of the Segment

    Chapter 11: The quotation to contacts feature

  • Introduction
  • Setting Up Customer Templates
  • Making a Sales Quote from the Opportunity List Window
  • Making a Sales Quote from the Sales Quote Window
  • Creating a Sales Order from the Sales Quote Window
  • Assigning a Sales Quote to an Opportunity

    Chapter 12: Document logging

  • Introduction
  • Saving a Sales Quote
  • Restoring a Sales Quote or Order
  • Logging and Saving a Version of a Sales Order
  • Restoring a Sales Order

    For more Information about the course outline
    and contents please CLICK HERE

  • Prerequisites: 

    Participants need to have a basic knowledge of Microsoft Navision (equivalent to the contents of the Microsoft Business Solutions-Navision Essentials course), user-level knowledge of Microsoft Word, Microsoft Outlook, and Microsoft Internet Explorer.

    Benefits: 

    After completing this course, students will understand:

  • Relationship Management
  • Relationship Management Setup
  • Contacts
  • Interactions and Document Management
  • Campaigns and Segmentation
  • Task Management
  • Outlook Integration
  • Opportunity Management
  • Profiling and Classification
  • Multilanguage Salutation and Attachment
  • Quotation to Contacts
  • Document Logging
  • Audience: 

    The course is intended for people working in Microsoft Certified Business Solutions Partners who want to demonstrate and set up Relationship Management and for those who want to be able to provide support for Relationship Management.

    Materials Available: 
    Yes
    Duration: 
    24 hours
    For more information on Microsoft Dynamics NAV (Navision) 4.0 Relationship Management (8363) please feel free to contact us online or call us at 416-513-1535.