Microsoft Dynamics NAV CRM Frank Fugl Senior Product Manager Microsoft Corporation

Introduction CRM is a strategy, not a product Find, keep and grow profitable relationships Match your business strategy, organization and people Two choices for Microsoft Dynamics NAV Microsoft Dynamics NAV CRM Microsoft Dynamics CRM

Microsoft Dynamics NAV CRM Dmitry Chadaev Development Manager Celenia Software A/S

Session Agenda Marketing and Service in NAV 2009: New Level of Usability Same Set - New Looks: Core Features Walkthrough NAV 2009 CRM and Microsoft Office: Seamless Integration Celenia CRM Connector: Microsoft CRM and NAV 2009 - Symbiosis

Being a part of the ERP Microsoft Dynamics NAV Mobile Sales

Microsoft Dynamics NAV Marketing Set-up Define Scale, Strategy and Rules Carry Out and Monitor Create and Assign Link and Access Synchronize Plan Set Prices and Discounts Define and Address Target Groups Record and Interact Group and Classify Link, Synchronize, Analyze History Contacts Campaigns Opportunities To-dos

Dmitry Chadaev Development Manager Celenia Software A/S DEMO NAV 2009 - Marketing Dmitry Chadaev Development Manager Celenia Software A/S

Microsoft Dynamics NAV Service Get overview Observe availability Allocate Manage tasks Record SLA Set-up invoicing Create service documents Analyze statistics Set-up Resolve failure Register spare parts Review and post Analyze history Link and group Define components Analyze failure Get 360 degrees overview Service Items Orders Resource Allocation Contracts

Dmitry Chadaev Development Manager Celenia Software A/S DEMO NAV 2009 - Service Dmitry Chadaev Development Manager Celenia Software A/S

Celenia CRM Connector Connecting MS Dynamics NAV with MS Dynamics CRM Torben Kragelund Product Manager Celenia Software

Dynamics CRM <-> NAV Connector

Benefits Up-to-date customer and item information More effective selling Faster integrated process Less manual work and fewer errors Better customer service More satisfied customers

Feature Highlights Thight integration with both CRM and ERP at application layer Support for business process Standard out-of-the-box integration that can be customized by you or your Microsoft Dynamics NAV partner

Entity Mapping Microsoft Dynamics CRM Microsoft Dynamics NAV Account Customer Contact Contact Vendor Vendor Product Item Opportunity Quote Quote Sales Order Sales Order Lead Invoice Invoice Finance

Mapping data

Workflows

Features Highlights Multi-company support Simpler setup and configuration Two-way synchronization Offline ability Scalable and robust application Support for: Microsoft Dynamics NAV 3.70 and above Dynamics AX 3.0 and above Dynamics CRM 3.0 and 4.0 SQL Server 2005

CRM Connector – Demo Find Order Check Order Invoice Create Customer Microsoft Dynamics CRM Microsoft Dynamics NAV Create Customer Create Order Find Order Check Order Find Invoice Invoice

Torben Kragelund Product Manager Celenia Software a/s 9/17/2018 4:40 PM demo CRM Connector Torben Kragelund Product Manager Celenia Software a/s

More Information Celenia Software Scribe Software VisionPeople Other www.celenia.com Scribe Software www.scribesoftware.com VisionPeople www.visionpeople.dk Other Microsoft Dynamics www.microsoft.com/dynamics

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