Relationship Management Part 1, or the equivalent experience.
Extend what you learned in Relationship Management Part 1 by learning how to manage customer questionnaires, campaigns and segments, and how they all tie into the quote to order cycle. Gain expertise in reporting and presenting what’s in the sales pipeline. Discuss the change management necessary to smooth the way to better user adoption and the key success factors of implementing relationship management in Dynamics NAV / Dynamics 365 BC.
Who Should Attend? Anyone in on the sales, customer service, or field service teams interested in fully leveraging the Relationship Management component in their Dynamics NAV / Dynamics 365 Business Central system.
Program Level: Intermediate
Advanced Preparation: Each student will receive instructions for connecting to their online class and their own hands-on learning environment via email shortly before class. Please be connected to both environments at least 15 minutes prior to the scheduled start time to enable an on-time class.
A full refund will be issued to the student if the student cancels 28 days before the class start date, less applicable fees to process the refund. A 50% refund will be issued to the student if the student cancels less than 28 days and more than 14 days before the start date, less applicable fees to process the refund. No refund will be issued to the student if the student cancels less than 14 days before the start date. At any time, the student may elect to defer the class fee to the next offered class. If a class is cancelled by New View Strategies, the student may select whether to the defer the class fee to the next offered class or receive a full refund.
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