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Relationship Management: Task Management

15/11/2016 9:56:50 AM | Dynamic Business IT Solutions

Mostly the To-dos are used in the context of opportunities, where you can assign To-dos and Activities to opportunities. However, you can also create to-dos which are not related to opportunities.

Relationship Management for Dynamics NAV: Campaign Management

8/11/2016 3:51:14 PM | Dynamic Business IT Solutions

A campaign is any sort of activity that involves a number of contacts. It can be anything from sending out catalogue and special offers to organizing a special event.

You can record contact responses to campaigns as interactions, which means that a response to a campaign becomes an interaction in Dynamics NAV, and that interaction linked with the campaign.

Relationship Management for Dynamics NAV: Interactions and Document Management

3/11/2016 11:24:55 AM | Dynamic Business IT Solutions
To open Interaction Templates, click Departments/Sales & Marketing/Setup/Interaction/Interaction Templates...

Relationship Management for Dynamics NAV

13/09/2016 9:28:37 AM | Dynamic Business IT Solutions

When we say Opportunity Management in Dynamics NAV, we mean sales opportunities.

We can track the lifecycle of our opportunities in Dynamics NAV by using the sales cycle functionality.

You can create as many sales cycles as you want. You should leverage it with what you really do in your sales process.

Relationship Management for Dynamics NAV: Profiling & Classification

8/09/2016 5:14:43 PM | Dynamic Business IT Solutions

Typical contact information can be captured by contact card, for example Name, Address, phone Email, etc.

However, you may also want to capture not so typical Contact Information such as Hobby, Educational Level, Marital Status, Company Ownership, etc.

What do we do in this case? Do we need to customize our application with new features? No Way. The Relationship Management module has a very nice and easy-to-use solution for storing additional information in a structured way by means of Profiling and Classification.

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