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English → Dynamics 365 → Business Central → Application

Relationship Management in Business Central (EBC89992)


Description
39 videos | 4 h 10 min | Business Central | English

Prerequisites: Essentials

In this course, you will walk through the relationship management area of ​​Dynamics 365 Business Central, create contacts, activities, campaigns, manage tasks and opportunities.

contact,marketing,crm,visit,qustionaire,segment

Duration: 4 h 10 min

Content
  • First Steps
  • Role center and profile
  • Setup No. Series
  • Setup marketing part 1
  • Setup marketing part 2
  • Create company contacts
  • Create personal contacts sample
  • Activities (task packages)
  • Overview opportunities and processes
  • Setup opportunties and processes
  • Manage Contacts
  • Overview segments and criterias
  • Business Relation Codes
  • Industry Groups
  • Organisation Levels sample
  • Responsibilities
  • Mailling Groups
  • Add Segment Criterias
  • Alternative addresses
  • Setup salespersons and add them to contacts
  • Connect contacts with existing customers or vendors
  • Create contacts via batch job customers or vendors
  • Create contacts directly from customers or vendors
  • Setup Customer Template Codes
  • Create sales quotes using contacts sample
  • Create customers from contacts in sales quotes
  • Create and add tasks
  • Overview task management
  • Create and manage opportunities
  • Manage Campaigns
  • Create campaigns
  • Create segments and add contacts sample
  • Salutation Codes
  • Add attachments to contacts
  • Document phone calls
  • Visit Report
  • Record activities automatically
  • Overview of profile contact classification and questionaires
  • Create questionaires
  • Add questionaires and results
Completion rules
  • You must complete 70.00% of the content
  • Leads to a certificate with a duration: Forever
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