• Course
  • Vendor

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.

  • Course Start Date: 2020-09-24
  • Time: 14:00:00 - 18:00:00
  • Duration: 0 Day(s)
  • Location: Virtual
  • Delivery Method(s): Virtual Instructor Led
$405.00
September 24th
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Course Outline

Pre-Requisites

Relationship Management Part 1, or the equivalent experience.

Lessons

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.

Cancellation Policy

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.

Training Location

Online
Your Address

Your City, Your Province
Your Country   

About New View Strategies Inc.

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At New View Strategies, we’re fond of saying “Yep, we’ve been there, done that.” We’re former users of Dynamics NAV and Dynamics 365 Business Central, so we understand your needs, challenges, and issues. More importantly we know how to solve them, and what insights can make huge differences in your competency, efficiency, and productivity. Would you like to get more done in less time, have fewer manual work-arounds, and understand the best way to use the system? Our targeted classes will provide plenty of “ah-ha” moments and drive improvements on day 1. With years of teaching experience, we understand adult learning principles and how to make training “stick”. Nearly half of your time in class is spent practicing in individual hands-on environments, so you can feel confident immediately. Sound too good to be true? Students rate our instructor effectiveness at 4.84 out of 5.0, and we have a 99% peer recommendation rate. We look forward to working with you in class!

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