Loading Events
  • This event has passed.
Request archive of this event

A Dynamics 365 Business Central (BC) includes “Relationship Manager.” This is basically “light CRM” functionality that is great for managing all your company’s relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships to grow your business. This CRM system within BC helps companies stay connected to customers, streamline processes, and improve profitability.

The most important benefits are:

  • if you are an existing Business Central customer you already own this software, thus no licensing costs!
  • It is fully integrated to Outlook and your Manufacturing process.


A CRM system is similar to your phone, it keeps track of your contact’s phone numbers and emails. In business, you need to keep track of a lot more information. You need to know what products and services are people interested in, what have they bought in the past and which company do they work for. While doable in Outlook with some notes, it becomes impossible when more than one person is involved. Hence the basic value of CRM is a centralized contact management system. This webinar will explore in more detail what Microsoft Dynamics 365 CRM is and how people use it in business.

Privacy Preference Center