2. Microsoft Dynamics NAV CRM
Frank Fugl
Senior Product Manager
Microsoft Corporation

3. 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

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

5. 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 Symbiosis

6. Being a part of the ERP
Microsoft Dynamics
NAV Mobile Sales

7. 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

8. Dmitry Chadaev Development Manager Celenia Software A/S
DEMO
NAV Marketing
Dmitry Chadaev
Development Manager
Celenia Software A/S

9. 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

10. Dmitry Chadaev Development Manager Celenia Software A/S
DEMO
NAV Service
Dmitry Chadaev
Development Manager
Celenia Software A/S

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

12. Dynamics CRM <-> NAV
Connector

13. 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

14. 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

15. 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

16. Mapping data

17. Workflows

18. 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

19. 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

20. 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

21. More Information Celenia Software Scribe Software VisionPeople Other
Scribe Software
VisionPeople
Other
Microsoft Dynamics

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23. © 2008 Microsoft Corporation. All rights reserved
© 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.