Bootcamp: Unlock the Power of Built-In Relationship Management

Discover how to manage customer relationships more effectively, streamline interactions, and optimize sales opportunities using Microsoft Business Central’s built-in relationship management tools. In this interactive, 4-hour bootcamp, you’ll learn how to harness Business Central’s powerful CRM features through expert-led instruction, real-world examples, and hands-on activities.

Duration: 4 hours

Delivery: Remote (live virtual session)

Course Level: Beginner to Intermediate

Includes: Interactive learning, expert insights, takeaway resources, and Q&A opportunities.

Why You Should Attend:

• Learn how to leverage Business Central’s built-in tools to manage customer data, track interactions, and streamline workflows for better relationship management.

• Master tracking sales opportunities, managing the pipeline, and using real-world strategies to enhance customer engagement and conversions.

• Discover how to analyze customer data using Business Central’s reporting features to make informed business decisions.

• Apply your knowledge through guided exercises and practical scenarios that build confidence in using Business Central’s CRM features.

Who Should Attend:

• Business Central users who want to maximize CRM features.

• Sales, customer service, or account management professionals seeking to streamline customer interactions.

• Business decision-makers looking to improve customer relationship strategies and drive growth.

What You’ll Learn:

• Gain a comprehensive understanding of Business Central’s CRM capabilities.

• Learn how to manage customer contacts, accounts, and interaction logs effectively.

• Master tools for tracking sales opportunities and optimizing the sales pipeline.

• Leverage reporting features to analyze customer data and uncover actionable insights.

• Apply CRM features to real-world scenarios through guided hands-on exercises.

Prerequisites:

• Basic understanding of Business Central and the sales cycle.

This bootcamp will give you the confidence and skills to use Business Central’s CRM tools to improve customer relationship management and drive results. Reserve your spot today!

Course Agenda:

• Introduction: Overview of Business Central’s CRM features and benefits.

• Managing Contacts and Accounts: Organizing and maintaining customer data.

• Tracking Interactions: Logging interactions and using communication tools effectively.

• Opportunity Management: Creating, managing, and optimizing sales opportunities.

• Reporting and Insights: Analyzing customer data and generating actionable reports.

• Practical Exercises: Hands-on activities to apply CRM tools to real-world scenarios.

• Q&A and Wrap-Up: Address questions, summarize key takeaways, and solidify learning.

This is a live, interactive bootcamp training experience and attendance is required to receive the course training. There is no recording provided after the event.

Terms and Conditions: https://trunorthdynamics.com/wp-content/uploads/2025/02/Terms-and-Conditions_Training_Bootcamps_2182025.pdf