Summary
In this chapter, we took a deep dive into the Microsoft Dynamics NAV Relationship Management functionality. We learned how it is integrated with the ERP part of the system.
Relationship management can be very useful to analyze sales data. With profiles, we can filter on turnover and profit figures and use them in segments.
Interaction Log Entries allow us to keep track of all the contact moments with the people we do business with.
Outlook integration can be used for sales people to work remotely and synchronize with the system.
Campaigns and opportunities help us to keep track of the quote process and improve our sales working and make it more efficient.
Lastly, we looked at some common requirements for changing the relationship management system to our company's specific requirements.
In the next chapters, we will look at the ERP part of Microsoft Dynamics NAV starting with the Production process in Chapter 5 and Trade in Chapter 6.
