81274 Управление отношениями в Microsoft Dynamics 365 Business Central

Продолжительность: 1 день (8 ак. часов)
Стоимость очного обучения: 17850 руб.

Другие формы обучения:

Расписание  тренингов

17000 руб.


81274. Управление отношениями в Microsoft Dynamics 365 Business Central

Длительность курса: 1 день (8 академ. часов)


This course covers the use of relationship management capabilities in Microsoft Dynamics 365 Business Central to help companies manage their relationship with customers, suppliers, prospects and any other important stakeholder. This course explains the Microsoft Dynamics 365 Business Central functionalities to create and maintain relationships between the different stakeholders and the products or services of a company.

What are the goals for this course?

  • Set up contacts
  • View and edit contacts
  • Create and synchronize contacts
  • Manage duplicate contacts
  • Use contact information for segments
  • Set up segments
  • Set up Questionnaires
  • Set up and work with opportunities
  • Link sales quotes to opportunities
  • Close and delete opportunities
  • Set up and record interactions
  • Automatic recorded interactions
  • Postpone interaction log entries
  • Set up and work with campaigns
  • Set up email logging
  • General knowledge of Microsoft Office
  • Basic understanding of accounting

What are the prerequisites to consume this course?

Module 01: Relationship Management Overview

  • Core Functionality
  • Role Center for Relationship Management

Module 02: Contact management

  • Viewing and Editing Contacts
  • Contact Setup
  • Creating contacts manually
  • Configuration to Automatically Create Contacts
  • Automatically Create Contacts
  • Synchronize Contacts with Customers and Vendors
  • Managing Duplicate Contacts

Module 03: Segmentation

  • Using Contact Information for Segments
  • Adding Industry Groups and Business Relations to Contacts of Type Company
  • Adding Job Responsibilities to Contacts of Type Person
  • GDPR
  • Setting up segments
  • Using Segments
  • Reduce and Refine Segments
  • Save and Reuse Segmentation Criteria

Module 04: Profiling and Classification

  • Questionnaire Setup
  • Assigning Profile Questions to Contacts
  • Automatic Classification and Contact Rating
  • Adding Contacts to Segments by Using Profile Information

Module 05: Opportunity Management

  • Set Up Opportunities
  • Working with Opportunities
  • Linking Sales Quotes to Opportunities
  • Close and Delete Opportunities
  • The Sales PipeLine

Module 06: Mobile Relationship Management

  • Mobile App
  • Working with Contacts
  • Working with Opportunities
  • The Sales Pipeline

Module 07: Interactions and Document Management

  • Setting up Interactions
  • Record Interactions Manually
  • Automatic Recorded Interactions
  • Postponing Interaction Log Entries

Module 08: Campaign Management

  • Setting up Campaigns
  • Working with Campaigns
  • Campaign Pricing

Module 09: Microsoft Dynamics 365 for Sales Integration

  • Setup and Working with Microsoft Dynamics 365 for Sales Integration

Module 10: Office 365 Email logging

  • Setup Email Logging
  • Work with Email Logging



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