Course 50223A:

Relationship Management in Microsoft Dynamics NAV 2009

Length: 2 Days
Published: July 01, 2009
Language(s): English
Audience(s): Information Workers
Level: 200
Technology: Microsoft Dynamics NAV 2009
Type: Course
Delivery Method: Instructor-led (classroom)

About this Course
This course provides students with necessary information to perform tasks in the Relationship Management functionality, including working with contacts, managing tasks and opportunities, archiving and restoring documents, working with campaigns and segmentation, and synchronizing Microsoft Dynamics NAV 2009 entities with Microsoft Office Outlook items.
Audience Profile
The course is intended for people working with Microsoft Dynamics solutions, partners who want to set up and demonstrate Relationship Management, and for administrators who want to provide support for Relationship Management.
At Course Completion
After completing this course, students will be able to:
  • Set up a Role Center for working with Relationship Management.
  • Set up Relationship Management.
  • Manage work with contacts.
  • Create interactions and manage document flow.
  • Work with campaigns and segments.
  • Handle tasks.
  • Handle opportunities.
  • Create, assign, and update profile questionnaires.
  • Deal with multilanguage salutation and attachment.
  • Use quotations to Contact for working with sales and purchase documents.
  • Archive and restore documents.
  • Perform synchronization between Microsoft Dynamics NAV 2009 objects and Microsoft Office Outlook items.

 

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