Microsoft Dynamics Business Central
Relationship Management

The relationship management features of Business Central help you manage and support your sales efforts. With these features, you have access to complete and accurate information so you can focus your customer communications, profitably.

Microsoft Dynamics Business Central Relationship Management

CRM Focused Role Centers!

To work in the most efficient with Microsoft Dynamics 365 Business Central, it is important that you use the role center that best suits your professional needs.

Microsoft Dynamics 365 Business Central CRM Role Center enables Sales to see that their contacts are the core entity for this module and CRM capability such as segmentation, profiling, interactions and opportunities. The Role Center for Relationship Management can just as easily  be used from a mobile device. 

What functions are supported?

  • Set up contacts
  • View and edit contacts
  • Create and synchronize contacts
  • Manage duplicate contacts
  • Use contact information for segments
  • Set up segments
  • Set up Questionnaires
  • Set up and work with opportunities
  • Link sales quotes to opportunities
  • Close and delete opportunities
  • Set up and record interactions
  • Automatic recorded interactions
  • Postpone interaction log entries
  • Set up and work with campaigns
  • Set up email logging
  • Why Choose Microsoft Business Central?

Why Microsoft Business Central Relationship Management?

With Business Central’s CRM functionality managing your customer interactions can be created efficiently and with an ease-of-use perhaps never before experienced in the sales sector from recording contacts to managing campaigns to maintaining long terms sales opportunities to Email campaigns - Business Central provides the perfect Integrated CRM.

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CRM Contacts

Sales will regularly meet and talk to prospective businesses or indeed expand their contacts within the existing client base. As such its important that they can add all such relationships and such information can be recorded in the system.  Importantly Contacts can not only be Customers but also Suppliers! 

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A segment is a group of contacts according to specific criteria. For example, a segment could be the industry that the contacts belong to or your business relationship with the contacts. You can create a segment to select the contacts you want to target with a campaign and how you wish to target i.e. via email?

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In Business Central you can create opportunities and associate them to a salesperson so that you can keep track of potential sales.

Before you can start using opportunity management, you must set up sales cycles and sales cycle stages. As you create opportunities, you should provide information about the contact, salesperson, sales cycle, and dates, as well as your estimates for the sales value of the opportunity and your estimation of the chances of its success.

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Customer Quoting

Business Central provides all of the required set up and Master Data rules to enable your Sales Force to provide quotations to Customers not only directly from within Business Central but also from with Microsoft Outlook 365. Quotes can be turned to Orders which in turn can be turned to Invoices.

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How to set up Email in Dynamics Business Central

You can email practically all document types as attachments to email messages directly from the page that shows the document. In addition to the attachment, you can set up document-specific email bodies with core information from the document preceded by standard text that greets the mail recipient and introduces the document in question.

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Working with Mobile Sales Orders in Dynamics Business Central

One of the simple ways in which we see the blending of productivity tools and business process of Dynamics 365 Business Central is through mobile experience.  In this scenario we will show you

  • Review Customer List
  • Enter a Sales Order
  • Post to Invoice
  • Send to Customer

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Workflows in Dynamics Business Central

Many business processes need approvals from within a company to say Approve a Discount or Increase  a Credit Limit.  In Dynamics Business Central you  can create a workflow by advising the specific conditions where an approval is required. Each condition consists of an event, determined by a condition and a workflow response determined by options! Business Central includes a number of pre-configured templates. 

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