Chapter 4: Relationship Management
Relationship Management software is a typical 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 of our companies' contacts in a single place and analyze sales data 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 dive deep into this module. After reading this chapter, we will have a good understanding of the concepts and how to maintain master data and analyze...
