When choosing your next ERP Business Management system, there are normally key “must have” requirements.  When we discuss ERP Evaluations, one of the more popular systems is Microsoft Dynamics 365 Business Central, formerly Microsoft Dynamics NAV “Navision”.  Microsoft Business Central is a true Enterprise Resource Planning System with vast business functionality around advanced financial, inventory/supply chain management, sales/CRM, project management, service management, warehousing, manufacturing, and more! Furthermore, this modern ERP system has the ability to expand functionalities through a vast network of Business Applications (Apps) available on Microsoft AppSource.  This post will highlight Sales and Marketing in Microsoft Business Central.

In Microsoft Dynamics 365 Business Central you can effectively manage your customer and prospects in one solution to never miss out on any opportunity.  With capabilities to ensure accurate, detailed customer account information, your team will have the necessary information to respond and be proactive to customer requests.

Capabilities of Sales and Marketing in Microsoft Business Central Include:

Contact Management:  Maintain an overview of your contacts and personalize your approach to them. Record contact information for all business relationships, and specify the individual people related to each contact. Be alerted if you enter duplicate contact information. Get a precise view of prospects and customers by categorizing your contacts based on weighted profiling questions (assign the weights of two questions to identify the value of a third question). Divide customers into ABC segments and even use this module for rating. Use the information to target contacts for campaigns. Issue quotes to prospects and creates sales documents for specific contacts as well.

Campaign Management: Organize campaigns for segments of your contacts that you define based on reusable criteria, such as sales, contact profiles, and interactions, and reuse existing segments. Send documents to people of different nationalities in their native language by using Campaign Management with Interaction/Document Management.

Interaction and Document Management: Record interactions that you have with your contacts, such as telephone calls, meetings, or letters, and attach documents such as Word, Excel, or TXT files. Automatically log other interactions, such as the sales orders and quotes that you exchange contacts and revisit them if needed.

Email Logging for Microsoft Exchange Server: Log all inbound and outbound email messages sent through Business Central or Microsoft Outlook®. Logging can be manual, or automated. Use a server-based solution with Microsoft Exchange Server to keep email messages in their natural environment and ease administration.

Opportunity Management: Keep track of sales opportunities. Section your sales processes into different stages to get an overview of and manage your sales opportunities.

Microsoft Dynamics Sales integration: Enabling integration between Business Central and Microsoft Dynamics 365 for Sales (Microsoft CRM), allows for a more efficient lead-to-cash process and enables users to make more informed decisions without switching products. Gain efficiency by ensuring tight integration between accounts and customers and adding cross-product features for the lead-to-cash flow. Use an assisted setup guide for help setting up the integration and coupling records in Business Central with corresponding records in Sales. Work with prices in currencies that differ from the local currency, using the coupling of the Customer Price Group record in Business Central with the Price List in Sales.

Next Steps:

Learn more about Microsoft Dynamics 365 Business Central

Download the Microsoft Dynamics 365 Business Central Capabilities Guide

Posted by iCepts Technology Group, Inc. a Microsoft Business Central ERP Partner in Pennsylvania

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