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Description
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
Программа курса
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
Облачный сервис Microsoft Dynamics 365 объединил в себе самые последние CRM- и ERP-решения компании для комплексного и более продуктивного управления бизнесом, включая контроль рабочего процесса, распределение ресурсов, формирование различных видов финансовой отчетности, а также повышение качества предоставляемых организацией услуг, анализ клиентской активности или планирование продаж.
Пользователи сервиса Microsoft Dynamics 365 могут использовать широкие возможности интегрированных аналитических инструментов Power BI и сервисов продвинутой аналитики из «облака» Microsoft Azure Cortana Intelligence Suite для оптимизации производства, получения детализированных рыночных прогнозов и создания актуальных, учитывающих множество экономических факторов, маркетинговых планов.
По окончании авторизованного курса Microsoft выдаётся международный сертификат Microsoft
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