8363: Microsoft Navision-Relationship Management

8363: Microsoft Navision-Relationship Management Course Description

Duration: 3.00 days (24 hours)

This 3 day Microsoft Business Solutions-Navision 4.00 Relationship Management course is an instructor-led training course. It provides you with in-depth knowledge of the granules that make up the Relationship Management application area.

Next Class Dates

Contact us to customize this class with your own dates, times and location. You can also call 1-888-563-8266 or chat live with a Learning Consultant.

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Intended Audience for this 8363: Microsoft Navision-Relationship Management Course

  • » The course is intended for people working in Microsoft Certified Business Solutions Partners who want to demonstrate and set up Relationship Management and for those who want to be able to provide support for Relationship Management.
  • » Participants need to have a basic knowledge of Microsoft Navision (equivalent to the contents of the Microsoft Business Solutions - Navision Essentials course), user-level knowledge of Microsoft Word, Microsoft Outlook, and Microsoft Internet Explorer.

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This Course is also part of:

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8363: Microsoft Navision-Relationship Management Course Objectives

  • » Relationship Management
  • » Relationship Management Setup
  • » Contacts
  • » Interactions and Document Management
  • » Campaigns and Segmentation
  • » Task Management
  • » Outlook Integration
  • » Opportunity Management
  • » Profiling and Classification
  • » Multilanguage Salutation and Attachment
  • » Quotation to Contacts
  • » Document Logging

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8363: Microsoft Navision-Relationship Management Course Outline

      1. Relationship Management
        1. Defining Relationship Management
        2. Relationship Management Application
        3. Selling Points for Relationship Management
      2. Relationship Management Setup
        1. The Relationship Management Setup Window
        2. Automatically Recorded Interactions
        3. Synchronization with Customers, Vendors, and Bank Accounts
        4. Duplicate Search
        5. E-mail Journaling
      3. Contacts
        1. Setting Up Contacts
        2. The Contact Card
        3. Creating Contact Companies
        4. Creating Contact Persons
        5. Searching for Contacts
        6. Searching for Duplicates
        7. Synchronizing Contacts with Customers, Vendors, and Bank Accounts
        8. Exporting Contacts
        9. Contact Statistics
        10. Contact Reports
        11. Exercise
        12. Self-Test
      4. Interactions and document management
        1. Introduction
        2. Setting Up Interactions
        3. Using the Create Interaction Wizard
        4. Phone Calls
        5. E-Mails
        6. Automatically Recorded Interactions
        7. Canceling and Deleting Interaction Log Entries
        8. Interaction Statistics
        9. Exercises
        10. Create an interaction template with an attachment
        11. Recording interactions
        12. Making a phone call
        13. Sending an e-mail
        14. Creating automatically recorded interactions
        15. Creating a sales quote and an order for the interaction log
      5. Campaigns and segmentation
        1. Introduction to Campaigns and Segments
        2. Setting Up Campaigns
        3. Creating Campaigns
        4. Creating Segments
        5. Creating Interactions for Segments
        6. Creating Segments by Reusing Logged Segments
        7. Creating Segments by Reusing Saved Segments
        8. Campaign Pricing
        9. Campaign Statistics
      6. Task Management
        1. Introduction to Task Management
        2. Setting Up Teams and Activities
        3. Creating To-dos
        4. Assigning Activities
        5. Creating Recurring To-dos
        6. Modifying To-dos
        7. Converting Team To-dos
        8. Sending E-Mail Meeting Invitations
        9. Closing, Canceling and Deleting To-dos
        10. Viewing Statistical Information About To-dos
      7. Outlook integration
        1. Introduction to Outlook Integration
        2. Setting Up Outlook Integration
        3. Synchronizing Contacts and Salespeople in Real-time
        4. Synchronizing To-dos in Real-time
        5. Viewing Outlook Items from Navision and Navision Records from Outlook
        6. Synchronization Batch Jobs
        7. Conflict Resolution and Error Handling
      8. Opportunity Management
        1. Introduction to Opportunity Management
        2. Setting Up Opportunities
        3. Creating Opportunities
        4. Updating Opportunities
        5. Creating To-dos for Opportunities
        6. Creating Sales Quotes and Orders for Opportunities
        7. Closing and Deleting Opportunities
        8. Statistics
      9. Profiling and classification
        1. Introduction to Profiling and Classification
        2. Profile Questionnaires
        3. Contact Rating
        4. Entering Contact Profiles
        5. Creating Segments Using Profile Information
        6. Updating Profile Questionnaires
        7. Testing and Printing Questionnaires
      10. The Multilanguage Salutation and Attachment feature
        1. Introduction
        2. Creating Salutation Formulas
        3. Assigning Salutation Code to the Contact
        4. Creating an Interaction Using Salutation Code
        5. Creating an Interaction Using a Segment Including Logging of the Segment
      11. The quotation to contacts feature
        1. Introduction
        2. Setting Up Customer Templates
        3. Making a Sales Quote from the Opportunity List Window
        4. Making a Sales Quote from the Sales Quote Window
        5. Creating a Sales Order from the Sales Quote Window
        6. Assigning a Sales Quote to an Opportunity
      12. Document logging
        1. Introduction
        2. Saving a Sales Quote
        3. Restoring a Sales Quote or Order
        4. Logging and Saving a Version of a Sales Order
        5. Restoring a Sales Order

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Do you have the right background for 8363: Microsoft Navision-Relationship Management?

Skills Assessment

We ensure your success by asking all students to take a FREE Skill Assessment test. These short, instructor-written tests are an objective measure of your current skills that help us determine whether or not you will be able to meet your goals by attending this course at your current skill level. If we determine that you need additional preparation or training in order to gain the most value from this course, we will recommend cost-effective solutions that you can use to get ready for the course.

Our required skill-assessments ensure that:

  1. All students in the class are at a comparable skill level, so the class can run smoothly without beginners slowing down the class for everyone else.
  2. NetCom students enjoy one of the industry's highest success rates, and pass rates when a certification exam is involved.
  3. We stay committed to providing you real value. Again, your success is paramount; we will register you only if you have the skills to succeed.
This assessment is for your benefit and best taken without any preparation or reference materials, so your skills can be objectively measured.

Take your FREE Skill Assessment test »

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Award winning, world-class Instructors

Charles W.
- Expert in Microsoft Office applications such as Excel, Word, PowerPoint, Outlook, Project, Visio, and Access as well as Adobe Graphic and Web Designer (InDesign, Acrobat, Photoshop, Illustrator, Dreamweaver and Flash Catalyst)
- Holds an A.A.S in Graphic Design as well as various Awards and Affiliations, including MCT, MCP, MCAS, and Office 2007 Master.
- Senior Lead Trainer for over 10 years.


Charles is a Technical Trainer & Instructional Designer for over 10 years. He is a Microsoft Certified Trainer and dedicates himself to Microsoft Office applications such as Excel, Word, PowerPoint, Outlook, Project, Visio, and Access. He is also an Adobe specialist and holds a degree in Graphic Design.

Charles is well known for his high evaluation scores, achieving 8.75 out of 9 on a regular basis, teaching in one-on-one, instructor-led, and web-based environments; one of the reasons for his high evaluation is his expertise in increasing personnel performance by developing and implementing programs constructed from the job task analysis process. Charles currently teaches Adobe Graphic and Web Designer, and Microsoft Office Specialist courses at NetCom Learning.
David H.
David is a hands-on, dynamic and experienced financial systems consultant with successful work history of implementing large scale ERP systems, managing and directly responsible for data migration, financial report validation and customization, end-user training, process documentation and automation. David has been a trainer for more 21 years.
Ginger M.
- Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University.
- Over 9 years of experience as a Master Certified Trainer. Expert in MS Dynamics GP Financials, Installation, HR/Payroll, Project Accounting, Inventory and Integration Manager.
- Project Manager to various MS Dynamics Great Plains implementations.


Ginger holds a Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. Her career started as an Auditor for Deloitte & Touch and over the years she developed her passion for Microsoft Dynamics, implementing Dynamics GP and Project Cost in the Professional Services, Commercial Real Estate and Medical Facilities vertical markets.

Ginger's experience with Microsoft Dynamics is unparalleled. As a Certified Master Dynamics trainer, she stays abreast of the latest Dynamics modules and shares experience with a very hands-on training technique at NetCom Learning.
Lynn D.
- Over 25 years of experience working as Senior Financial Analyst and Senior Auditor.
- Professor of Graduate Management and Business School at the University of Phoenix since 2007.
- Microsoft Certifications in Financials, Trade & Logistics, Production and Human Resources Management as well as Microsoft Certified Trainer (MCT) since 2009.


Lynn is a very accomplished Senior Financial Analyst and Senior Auditor with over 25 years of experience. She has been a Microsoft Certified Trainer since 2009 and a Professor of Graduate Management and Business School at University of Phoenix since 2007. In addition to several other Microsoft certifications, she is also a specialist in Microsoft Dynamics AX.

Lynn has taught several Microsoft Dynamics AX courses at NetCom Learning and is described by her students as very knowledgeable, qualified, and patient with her approach. Her classes are very dynamic and energetic, just as the course per se.
Ramesh P.
Ramesh holds a Masters Degree in Computer Science with specialization in Information Security and is pursuing his Doctoral degree in IT from the University of South Australia (UniSA). He is a one of a kind trainer - he has been working in the IT field since 1995 and is an expert in C#, VB.NET, ASP.NET, Java/J2EE, PL/SQL, VB, ASP, and XML technologies. Ramesh also has extensive experience developing and implementing BizTalk and SharePoint in large corporations, as well as more than 10 years experience working with Oracle and SQL server/Sybase databases. With more than 19 certifications, Ramesh is an IT guru and trainer with worldwide experience, which includes presentations and trainings across US, Asia, and Middle East. He is a full time instructor at NetCom Learning and we couldn't be happier in having him as one of our Subject Matter Experts.
Ronald C.
- Founder and Managing Partner of Guided Technology Inc. which provides Microsoft consulting expertise and educational services for corporate and government.
- At Guided Technology, Ron was responsible for creating a strategic roadmap for First Data Corporation.
- At New York City Department of Finance, as Senior Manager & Design Architect, Ron designed and implemented IBM Servers collecting $15 billion in tax revenue.

Ron has always enjoyed teaching and instructing others, whether in the installation process of software and hardware upgrades, or as working as the Head of Training for Valinor, a Microsoft Consulting Partner, where Ron managed the company's training centers and worked as a Senior Instructor (MCT).

In addition to working in the management level of the business and software consulting market for over 18 years, Ron also worked as a Surface Warfare Officer and Weapons Officer in the United States Navy, serving two tours of duty. He served aboard the USS Tuscaloosa from 1984 -1987, and participated in two Western Pacific Deployments.

Ron loves basketball and played on Trinity College's varsity basketball team for all four years of college.

Satish R.

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Recent Client Testimonials & Reviews

Kuldeep is very knowledgeable in the product. We learned quite a few items in the last session and are currently using them.
Jenet D.
Course(s) Taken

» MDCTS: Microsoft Dynamics NAV 2013 Core Setup and Finance (Combo)
» Trade in Microsoft Dynamics NAV 2013

Great course material and instructor!
- Jim J.
Course(s) Taken

» Microsoft Dynamics NAV - Other

The training material, the instructor quality and the IT Support responsiveness were very good.
- Paul J.
Course(s) Taken

» Microsoft Dynamics NAV - Other

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