Book Image

Microsoft Dynamics NAV 2013 Application Design - Second Edition

By : Marije Brummel
Book Image

Microsoft Dynamics NAV 2013 Application Design - Second Edition

By: Marije Brummel

Overview of this book

This book is a focused tutorial on Microsoft Dynamics NAV application development to help you develop complete applications and not just application outlines. This hands-on guide starts off by introducing the supply chain that you will be using throughout the book. You will then implement the Microsoft Dynamics NAV ERP suite and learn to set it up and customize it for various industries. You will learn how to customize Dynamics NAV to suit the different aspects of a business such as financial management, relationship management, production, jobs, trade, storage, logistics, and so on. The book will take you through these Microsoft-designed application features and show you how to customize and extend them safely. Therefore, by the end of this book, you will be able to create a structure of your own in Microsoft Dynamics NAV.
Table of Contents (12 chapters)

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...