Dynamics NAV - Sales and CRM 101

1 Day (10:00 - 17:00)
Newbury & Manchester
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 NAV | 365 Business Central. It covers contacts, profiles, segments, campaigns and more.

The course has two variants - one for users of Classic Dynamics NAV and the other for users of Dynamics NAV | 365 Business Central 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 our Dynamics NAV Introduction in a Day or have at least 6 months experience with Dynamics NAV | 365 Business Central.


10:00 Arrival & 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

17:00 Meet the Team, Coffee & Close

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29 Oct 2019 - 29 Oct 2019
12 Nov 2019 - 12 Nov 2019
19 Nov 2019 - 19 Nov 2019

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