Simple scenario Customer Relationship Management MS Dynamics NAV 2018w1

Created by                         :              Jaromír Skorkovský

Date                                      :              30.11.2020 or 7.12.2020


Reason:                                               Orientation in the MS Dynamics NAV 2019
Material helping to understand basic CRM principles

For                                         :              MPH_AOPR


Used database                 :              MS Dynamics NAV 2019 W1 (British one) – RTS


Used abbreviations        :              Q=question, G/L=General Ledger, Simple Scenario = SS,

                                                               PWP=Power-Point. PO-Purchase Order

Accompanying material:               Introduction MS Dynamics CRM NAV RTC 20201130




1.       Simple task: orientation in the MS Dynamics NAV part oriented to CRM. It means
relationships between business partner cards (Vendors and Customer) and its Contact Cards.

2.       We do have two types of Contact Cards (Company Cards – Bold ones and Person Cards)






3.      To see Interactions related to these Contact Cards, use a relevant icon or key combination
Ctrl-F7.


4.      Interaction (Telephone calls, meetings,…) –see interaction Groups from searching window


5.      It the lower part of the contact card, you can see the profile (Tutor will explain more in
detail)

Profile of the person




Profile of the company




6.      Create a new Contact Card  and then create from there new Customer card by use of the
template



            moreover, person contact working for model company Software Kings


 the template will be found here and Create as a Customer:





You can also create a template for the Austrian company. In our case, the British company has a
subsidiary in Vienna. Click on chosen template

Create new interaction for Tim Bowen (just created contact) using the wizard (e.g., incoming
telephone call). The tutor will explain more in detail the sequence of actions.


Go and see how to set up questionnaires (profile) ->Sales->Sales and
Marketing->Administration->Profile->Setup



Go there and add some new properties


By use of Update Classification, you will find an actual quantity of all contacts related to
properties named in the questionnaire

Go to Opportunity list by the searching window  (see Sales Cycle and other vital fields in the
Opportunity lines). Choose one of them (Status =  In progress:

The tutor explains the primary meanings of these fields






Create a new opportunity by use of the wizard.



Let's set up a new profile called Pareto based on Sales figures :



Before you enter data into the second form, you must specify the Details of the Question. Use icon:
Question Details?


Date Formula CM-5Y means the Current month – 5 years. CM stands for Current Month.



See the customers' profile of contact cards, and you will see that A, B, or C codes classify most
of them.  Click on the calculated field No. of Contacts. We have chosen code B in our example. So
you can see that we do have four contacts

        From one chosen contact, click od Contact number->Advanced->Edit, and you will get