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Microsoft Dynamics NAV 2013 Application Design

You're reading from   Microsoft Dynamics NAV 2013 Application Design Customize and extend your vertical applications with Microsoft Dynamics NAV 2013

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Product type Paperback
Published in Sep 2014
Publisher Packt
ISBN-13 9781782170365
Length 504 pages
Edition 2nd Edition
Languages
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Authors (2):
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Marije Brummel Marije Brummel
Author Profile Icon Marije Brummel
Marije Brummel
Mark Brummel Mark Brummel
Author Profile Icon Mark Brummel
Mark Brummel
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Toc

Table of Contents (12) Chapters Close

Preface 1. Chapter 1: Introduction to Microsoft Dynamics NAV 2. Chapter 2: A Sample Application FREE CHAPTER 3. Chapter 3: Financial Management 4. Chapter 4: Relationship Management 5. Chapter 5: Production 6. Chapter 6: Trade 7. Chapter 7: Storage and Logistics 8. Chapter 8: Consulting 9. Chapter 9: Interfacing 10. Chapter 10: Application Design 11. Installation Guide

Chapter 4: Relationship Management

Relationship management software is typically a result of what ERP applications have achieved.

In earlier days, everyone had a rolodex on their desk with phone numbers and addresses and salespeople would always know by heart who was a good customer and which customers were always late paying or had bad margins.

The introduction of RM software completely changed that, allowing us to maintain all companies' contacts in a single place and analyze sales data very easily.

Relationship management has been part of Microsoft Dynamics since Version 2.0 and was dramatically changed and improved in Version 3.0. The current Microsoft Dynamics NAV RM software is mostly the same as in that version, except for the Microsoft Outlook integration that keeps changing in every version.

In this chapter, we will deep dive into this module, which is very complete. After reading this chapter, you will have a good understanding of the concepts and how to...

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