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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.

Relationship Management for Dynamics NAV: Segmentation

30/08/2016 12:41:04 PM | Dynamic Business IT Solutions

Segments are subset of contacts, based on certain criteria. In Microsoft Dynamics NAV we can make subgroups of targeted contacts by making use of the Segmentation functionality. But before we can create such segmentation, we need to check if we have sufficient information and parameters to base our segmentation on!

So, the question is what information can we use to make segments? Well, the good news is that in Dynamics NAV you can use nearly all the contact information to make your segments and some information holders are specifically designed to fulfil this function.