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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.

Agenda:

  1. Present CRM with BC – the actual software
  2. Sales reporting
  3. Costing and implementation

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