Dynamics NAV - Sales and CRM 101

Duration
1 Day (10:00 - 17:00)
Cost
FREE
Location
Newbury & Manchester
Dates
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.

The training course covers contacts, profiles, segments, campaign and more. Come along to understand the capabilities of the CRM Module in Dynamics NAV and its uses. The course has two variants - one for users of Classic NAV and the other  for users of Dynamics NAV 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 NAV Intro in a Day or have at least 6 months experience.

Agenda

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

View available dates and book a place here:

1. Select Type Not sure what NAV type you have?

RTC
CLASSIC

2. Select a location:

Newbury
Stockport
Newbury
Stockport

3. Select a date: Select location to view available dates...

30 Jan 2019 - 30 Jan 2019
19 Feb 2019 - 19 Feb 2019
11 Apr 2019 - 11 Apr 2019
20 May 2019 - 20 May 2019
6 Jun 2019 - 6 Jun 2019
6 Mar 2019 - 6 Mar 2019
2 May 2019 - 2 May 2019
12 Mar 2019 - 12 Mar 2019
1 Aug 2019 - 1 Aug 2019
11 Jul 2019 - 11 Jul 2019

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