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SUMMARY:Using the Built-in CRM Functionality in Business Central
DESCRIPTION:This event is eligible for CPE Credit only~ \n  \nCourse Description:  \nMany companies implement Business Central without knowing there is CRM functionality within the product. This session will provide a brief overview of the setups and then dive into the functionality. Interactions allow you to track all correspondence with your prospects\, customers\, and vendors. Segments allow you to pinpoint your contacts for additional communications. Opportunities allow you to build your pipeline\, provide guidelines for managing the pipeline and view the progress of the opportunities in the pipeline. We will also discuss and demonstrate how this functionality is not just for the sales staff. Are you utilizing all this? Join this session to see how you can take advantage of the functionality you already own. \n  \nLearning Objectives: \nIdentify the core CRM features built into Business Central\, including Opportunity Management\, Interactions\, Segments\, and Campaigns. \nDemonstrate how to use Opportunity Management to track and evaluate pipeline progress for improved sales oversight. \nApply Interaction Tracking to document and retrieve communications across teams\, enhancing organizational visibility and coordination. \nUse Segments and Campaigns to target and execute communications and marketing efforts within Business Central. \n  \nTo Watch this Webinar on the Media Library CLICK HERE! \n 
URL:https://usteducation.org/event/using-the-built-in-crm-functionality-in-business-central-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/95906420944
CATEGORIES:B2B/B2G,B2B/B2G IT,Business Strategy,Business Strategy,Growth/Sales,Growth/Sales,MICROSOFT DYNAMICS
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2025/11/Robb25.png
ORGANIZER;CN="Robb Delprado":MAILTO:rdelprado@llConsultingservices.com
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