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Business Central Relationship Management

1 day  |  Virtual  |  $195

Is your company looking to expand its capability to improve your relationships with your customers? Are you looking at adding marketing features to work with your Business Central ERP system?  There are options outside Business Central that will work and can become very expensive.   Before spending extra money, check out what is already available to you in Business Central regarding Relationship Management.

In this workshop, we will start at the beginning with setups, and by the end of this workshop, you will be able to create your own mass mailings, track interactions, create tasks, and much more.

Topics discussed will include:

  • Contacts
  • Quotes
  • Opportunities
  • Interactions
  • Sales Cycles
  • Tasks
  • Segments / Mailings
  • Campaigns
  • Questionnaires

Save on registration! If you are an Innovia Consulting client, you get an automatic 10% discount.

If you have designated Innovia as your Cloud Solutions Provider (CSP), that discount increases to 20% off.

The pricing for this workshop is per company, meaning anyone else from your company can join for free!

Request the Workshop

About the Instructor

Marlene Mankin

Marlene Mankin

Application Consultant

Marlene is an Application Consultant at Innovia Consulting, where she helps companies improve their Microsoft Dynamics NAV/Business Central ERP Systems. Whether it is implementing, upgrading, or training, she works hard to create the best experience for the customer.
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