Курс "81274 Управление отношениями в Microsoft Dynamics 365 Business Central"
Код: 81274 Специализация: Microsoft Dynamics 365
Продолжительность - 1 день
Производится набор группы
Стоимость:
20 000 руб.
Description
This course covers the use of relationship management capabilities in Microsoft Dynamics 365 Business Central to help companies manage their relationship with customers, suppliers, prospects and any other important stakeholder. This course explains the Microsoft Dynamics 365 Business Central functionalities to create and maintain relationships between the different stakeholders and the products or services of a company.
What are the goals for this course?
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
General knowledge of Microsoft Office
Basic understanding of accounting
Программа курса
Module 01: Relationship Management Overview
Core Functionality
Role Center for Relationship Management
Module 02: Contact management
Viewing and Editing Contacts
Contact Setup
Creating contacts manually
Configuration to Automatically Create Contacts
Automatically Create Contacts
Synchronize Contacts with Customers and Vendors
Managing Duplicate Contacts
Module 03: Segmentation
Using Contact Information for Segments
Adding Industry Groups and Business Relations to Contacts of Type Company
Adding Job Responsibilities to Contacts of Type Person
GDPR
Setting up segments
Using Segments
Reduce and Refine Segments
Save and Reuse Segmentation Criteria
Module 04: Profiling and Classification
Questionnaire Setup
Assigning Profile Questions to Contacts
Automatic Classification and Contact Rating
Adding Contacts to Segments by Using Profile Information
Module 05: Opportunity Management
Set Up Opportunities
Working with Opportunities
Linking Sales Quotes to Opportunities
Close and Delete Opportunities
The Sales PipeLine
Module 06: Mobile Relationship Management
Mobile App
Working with Contacts
Working with Opportunities
The Sales Pipeline
Module 07: Interactions and Document Management
Setting up Interactions
Record Interactions Manually
Automatic Recorded Interactions
Postponing Interaction Log Entries
Module 08: Campaign Management
Setting up Campaigns
Working with Campaigns
Campaign Pricing
Module 09: Microsoft Dynamics 365 for Sales Integration
Setup and Working with Microsoft Dynamics 365 for Sales Integration
Module 10: Office 365 Email logging
Setup Email Logging
Work with Email Logging
Облачный сервис Microsoft Dynamics 365 объединил в себе самые последние CRM- и ERP-решения компании для комплексного и более продуктивного управления бизнесом, включая контроль рабочего процесса, распределение ресурсов, формирование различных видов финансовой отчетности, а также повышение качества предоставляемых организацией услуг, анализ клиентской активности или планирование продаж.
Пользователи сервиса Microsoft Dynamics 365 могут использовать широкие возможности интегрированных аналитических инструментов Power BI и сервисов продвинутой аналитики из «облака» Microsoft Azure Cortana Intelligence Suite для оптимизации производства, получения детализированных рыночных прогнозов и создания актуальных, учитывающих множество экономических факторов, маркетинговых планов.
По окончании авторизованного курса Microsoft выдаётся международный сертификат Microsoft
