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iCepts Technology Group, Inc.

Microsoft Dynamics NAV 2018 Sales and Marketing Capabilities


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Microsoft Dynamics NAV 2018 has been released with many new features in Enterprise Functionality for Small to Mid-Sized Wholesale Distribution and Manufacturing companies.  Microsoft Dynamics NAV comes with a wide set of functionalities including new ERP functionality in mobility, business insights and cloud services which provide some great opportunities for deployment, supporting business processes, and enhancing business productivity within the organization.

Its due to Microsoft’s continued commitment and development of Enterprise Resource Planning Systems (ERP) has resulted in is a robust business solution that continues to be enhanced which is quick to implement, easy to use and has the power to support your business ambitions.  Key for Dynamics NAV 2018 is integration and simplicity. This latest ERP solution offers significant enhancements to the core application, as well as deeper integration with familiar Microsoft Application such as Office 365, Power BI, Dynamics 365 (CRM), Cortana Intelligence, and Microsoft Flow.

Microsoft Dynamics NAV 2018 Sales and Marketing Functionality Includes:

Campaign Management: Organize campaigns based on segments of your contacts that you define. Define segments based on specific criteria, such as sales, contact profiles, and interactions, and reuse existing segments or segmentation criteria. Use the Merge feature in Word (or send other file formats) to communicate with the contacts in your segment. To send a document to people of different nationalities in their native language, use Campaign Management with Interaction/Document Management.

Relationship Management: You can work more effectively with Relationship Management from your phone, taking advantage of enhancements to the Sales and Relationship Management Role Center. A simplified CRM includes contact management, interactions, and sales opportunities. You can also use improved interactions logging from your phone, logging email messages using Office 365.

Contact Classification:  Sort your contacts into categories, and automatically classify your customers based on criteria you specify. For example, you can see the program group contacts in terms of revenue. Use this information to target contacts for your campaigns. Divide your customers into ABC segments and even use this module for rating (assign the weights of two questions to identify the value of a third question).

Contact Management: Maintain an overview of your contacts, and personalize your approach to them. Record your contact information for all business relationships. This module is tightly integrated with the Sales and Receivables application area. You can also:

  • Specify the individual people related to each contact.
  • Get an automatic alert if you enter contact information that already exists with the duplicate check function.
  • Get a precise view of prospects and customers by categorizing your contacts based on profiling questions.
  • Issue quotes to prospects or create sales documents for specific contacts if you have Sales Order Management.
  • Use Contact Synchronization to integrate your contacts from Microsoft Dynamics NAV 2017 with your People Hubin Office 365 or Microsoft Outlook.
  • Keep your contacts synchronized between Microsoft Dynamics NAV 2017 and Office 365 or Microsoft Outlook, and automatically run a background synchronization at scheduled times.
  • Use filters to synchronize only the Microsoft Dynamics NAV 2017 contacts that you want to see in Office 365 or Microsoft Outlook.

Interaction/Document Management:  Record all the interactions that you have with your contacts— for example, telephone calls, meetings, or letters. Attach documents to interactions (Word, Excel, or .txt files). You can also automatically record other interactions—for example, all Microsoft Dynamics NAV documents that you send to your contacts, such as sales orders or quotes, can be logged and retrieved at a later time. By using TAPI (Telephony Application Programming Interface) compliant telecom devices, you can call a contact by clicking a button on the electronic contact card.

Mail Logging for Microsoft Exchange Server:  Log all email correspondence. Log inbound and outbound email messages sent through Microsoft Dynamics NAV or Microsoft Outlook®, and set up the program to log automatically or manually in Microsoft Dynamics NAV. The solution is server-based and requires Microsoft Exchange Server (please refer to the Microsoft Dynamics NAV software requirements) in order for you to keep email messages in their natural environment to ease administration.

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

Outlook Client Integration: Synchronize your to-do items and your contacts in Microsoft Dynamics NAV with meetings, tasks, and contacts in Outlook. Create, update, cancel, and delete in one program and, at a specific time, synchronize from within Outlook. You can also customize synchronization by adding fields or adding new entities to be synchronized.

Notifications: You can take advantage of non-intrusive, intelligent in-application notifications, which guide you through relevant processes according to the context you are working in. The new type of notifications help even untrained users carry out advanced tasks, while the unobtrusive design does not prevent you from carrying on with your work. You can also use Microsoft Word templates to create the layout for email notifications, ensuring all messages look consistent and coherent.

Task Management: Organize the tasks related to your sales and marketing activities. Create to-do lists for yourself and assign tasks to other users or teams of users. Automatically create recurring to-do items and activities consisting of several to-do items

Integration with Dynamics 365 for Sales: Integrate Dynamics NAV with Dynamics 365 (Microsoft CRM) n a few easy steps using assisted setup. The assisted setup helps you synchronize your data across the two, including sales orders, item availability, units of measure, and currencies.

Workflows:   Model real-life business processes such as best practices or industry-specific standards. For example, ensure a customer’s credit limit has been independently verified or require a tw operson approval for a significant vendor payment.

Workflows in Microsoft Dynamics NAV 2018 focus on three main building blocks and workflow processes, short or long, are likely to be comprised of steps related to these three blocks, which are:

1. Approval—leave a work task, item, or document in a blocked or unapproved state until approved by a suitable person in your organization.
2. Notification—tell users that something has happened and/or that they need to take some kind of action.
3. Process automation—execute a process routine and have the Microsoft Dynamics NAV system calculate something or perform an action.

Along with approval, notification, and process automation, workflows in events react to real parameters in your business. Workflows can be triggered by credit limits, geographies, totals, individual owners, or any one of hundreds of other potential conditions.

Out of the box, Dynamics NAV 2018 supports sales document and customer approval workflows that enable users to submit sales documents and customer verification, for approval according to a predefined hierarchy of approval managers. The approvals can be done with accounting manager or another similar significant role in your company. In this way, you can have workflows that need approval when sales discounts exceed a limit and need approval by sales managers, or you can have notifications sent to account managers when new customers are created in a particular geography.

Learn more about Microsoft Dynamics NAV 2018

Download the Microsoft Dynamics NAV 2018 Product Overview and Capability Guide:

Posted by iCepts Technology Group, Inc.  A Microsoft Dynamics NAV 2018 Partner in Pennsylvania.

2 Responses to “Microsoft Dynamics NAV 2018 Sales and Marketing Capabilities”

  1. Subbu says:

    The article is awesome and explainable how NAV is more useful for Sales. Surely will refer all my surroundings about this and make use of NAV for their sales.

  2. here says:

    Thank you for the good writeup. It actually was a enjoyment account
    it. Glance complicated to far delivered agreeable from you!
    By the way, how could we keep in touch?