Skip to content

Microsoft Dynamics 365 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 365 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
Dynamics Business Central CRM and Lookups

Why Microsoft Dynamics 365 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.

CRM Contacts
CRM Contacts
CloudFactory - Icons - Blue-71




CloudFactory - Icons - Blue-63

Customer Quoting


How to set up Email in Microsoft Dynamics 365 Business Central

How to set up EMail in Microsoft Business Central
Watch Video

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.


Working with Mobile Sales Orders in Microsoft Dynamics 365 Business Central

Dynamic Sales Screen
Watch Video

One of the simple ways in which we see the blending of productivity tools and business process of Microsoft 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


Workflows in Microsoft Dynamics 365 Business Central

How to Set Up a Workflow in Microsoft Business Central
Watch Video

Many business processes need approvals from within a company to say Approve a Discount or Increase  a Credit Limit.  In Microsoft Dynamics 365 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. 

Free Initial Assessment

Book a free initial assessment with us where we understand your business problem and suggest a solution which suits you best and ensures growth for your business.

Book Your Solution Workshop
Request More Information