Dynamics 365 Business Central - Sales and CRM 101

1 Day (10:00 - 16:00 BST)
Currently Virtual Classrooms
See course booking form below
Course Overview

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 365 Business Central. It covers 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 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 our Dynamics 365 Business Central Introduction in a Day or have at least 6 months experience with Dynamics 365 Business Central.


10:00 Arrival and Coffee

10:15 Welcome

10:30 Session Overview

  • Contacts - Contact Setup, Person vs Company
  • Profiles - Creating Questionnaires, Answering Questionnaires
  • Segments - Mailing groups, Business Relations, Industry Group Codes, Mail Merge

12:30 Lunch

13:30 Session Continued

  • Campaigns
  • Interactions
  • Opportunity Management - Sales Cycles

16:00 Meet the Team, Coffee & Close

View available dates and book a place here:

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Virtual Classroom

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20 Oct 2021 - 20 Oct 2021

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