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Relationship Management: Outlook Synchronisation

22/11/2016 11:07:11 AM | Dynamic Business IT Solutions

Outlook synchronization enables users to keep data in Microsoft Dynamics Nav and Outlook up to date.

The synchronization can be performed either automatically in predefined period of time, or manually....

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: 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...