Open Forum

Expand all | Collapse all

CRM module

  • 1.  CRM module

    Posted 22 days ago
    Hello!  I am new to the community and hoping to learn more about CRM using NAV 2015 (possible upgrade to 2018.)  Not sure where to begin, but Can someone tell me what are the biggest benefits by using the CRM tool in NAV 2015?  My role is in Customer Service and Sales and I would like to implement the CRM tool in our company.

    We are a medium size company manufacturing laser fiber optics.  On a daily basis, I create new accounts, sales purchase orders, RMA returns, invoicing, credits as well as creating released production orders in the manufacturing department.  I also run reports to show sales item orders at the end of the day.  Can someone please point me to the right direction on how to integrate CRM module with NAV 2015 and where to begin?

    Thank you!

    ------------------------------
    Maria Hodges
    Sales and Customer Service
    LP Surgical Fibers, LLC
    Plymouth MN
    ------------------------------


  • 2.  RE: CRM module

    GOLD CONTRIBUTOR
    Posted 19 days ago
      |   view attached
    Maria,

    Welcome to NAVUG. We have some first hand experience with both Dynamics CRM and the native Relationship Management inside NAV. Long story short and oversimplifying the matter we love and recommend RM inside NAV. Of course the devil is in the details and it really depends on our needs and ability to support an integrated solution. I've attached slides from a presentation we did at Summit 2018 on this very subject. I know it can be cryptic to read slides without the speakers comments but if you read the comments included on each slide (so not in presentation mode) it might fill in enough of the story. If after you've read through these you'd like to talk I'd be happy to set up a call with you. Note: we're on NAV 2017 and there were some key improvements to RM in that version, and even more improvements in 2018 that we "moved" into our version.

    Best of luck learning more about this.

    ------------------------------
    Andrea Hall
    Information Technology Director
    Stonewall Kitchen
    York ME
    ------------------------------

    Attachment(s)



  • 3.  RE: CRM module

    Posted 19 days ago
    Thank you Andrea!  I will definitely check your slides and review.....
    Maria

    ------------------------------
    Maria Hodges
    Sales and Customer Service
    Laser Peripherals, LLC
    Plymouth MN
    ------------------------------