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Managing relationships

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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 interactions on preferred customer/contact segments.

Good sales and marketing practices are all about how to make the best decisions at the right time. Business Central provides a precise and timely overview of your contact information so that you can serve your prospective customers more efficiently and increase customer satisfaction.

The following table describes a sequence of tasks, with links to the articles that describe them.

To See
Define default settings for the use of contacts and interactions and set up number series. Setting Up Relationship Management
Define the external entities that you have business relations with. For example, customers, prospective customers, vendors, lawyers, and consultants, either as Person type or Company type. Managing Contacts
Manage all types of communications between your company and your contacts, such as by email, letter, telephone, meetings. Managing Interactions
Define segments to select a group of contacts according to specific criteria, such as the industry that the contacts belong to. Managing Segments
Process incoming leads by creating opportunities and associating them to salespeople so that you can keep track of potential sales. Managing Sales Opportunities
Create marketing plans to identify, attract, and retain customers. Managing Marketing Campaigns
Use Dynamics 365 Sales for customer engagement and enjoy seamless integration in the lead-to-cash process. Use Business Central for backend activities such as processing orders, managing inventory, and doing your finances. Integrating with Dynamics 365 Sales

Find free e-learning modules for Business Central here