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Dynamics NAV Sales & Marketing

Microsoft Dynamics NAV Opportunity Card Screenshot

Key Features

  • Manage contacts, tasks, and team information inside NAV or directly from Outlook, and synchronize uni-directionally or bi-directionally.
  • Log all customer-related and contact-related interactions, including meetings, emails/correspondence, phone calls, or activities performed in other application areas.
  • Attach documents and other files to contact/activity records and track together.
  • Analyze customer and contact information to help take advantage of sales opportunities, monitor the sales pipeline, and manage the sales cycle.
  • Identify specific segments of customers/contacts, and create targeted marketing campaigns in languages of your choice.
  • Use customizable templates and the Mail Merge feature in Microsoft Office Word to create and send personalized print or e-mail communication.
  • Measure campaign performance through contextualized reports.
  • Monitor general Sales & Marketing performance with KPIs, standard reports, and ad hoc reports.
  • Perform more advanced analysis on Sales & Marketing data using NAV business intelligence tools, including PowerPivot.

Note, the exact functionality of any NAV module will depend upon the licensing. See Dynamics NAV Licensing & Pricing for details.

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