M304: Hiding in Plain Sight – The CRM Functionality You Already Have in Business Central
COURSE DESCRIPTION:
There are a lot of high-powered CRM packages on the market, and the failure rate of CRM implementations is huge. If you already use Microsoft D365 Business Central and you are looking for a CRM solution, this session gives you an overview of functional you already own. Rather than purchase licenses for another product that has to be integrated into Business Central why not start with what you have and decide if you need more later?
Welcome to Relationship Management CLICK HERE!
LEARNING OBJECTIVES:
- – Understanding that there is CRM functionality in Business Central
- – Understanding the difference between Customers and Contacts in Business Central
- – Identifying the functionality in Relationship Management
- – Diving into some of the key functional areas of Relationship Management
- – Providing an overview of remote access for the Sales Staff via Outlook
As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for CAE credits toward your CAE application or renewal of professional development requirements.
U.S Transactions Corp. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
(National Registry Sponsor Nr: 138278)
