Business Central Relationship Management Pro Training

The Business Central Relationship Management Pro Training is a hands-on, instructor-led course designed to help teams use Business Central’s built-in CRM capabilities to manage customer relationships from first contact through ongoing engagement.

This training covers contact management, interaction tracking, segmentation, campaigns, and opportunity management—showing how Relationship Management supports sales and marketing workflows without leaving Business Central.

What You’ll Learn

• Understand how Relationship Management fits into the Business Central ecosystem

• Configure core setup, role centers, and marketing settings

• Create and manage company and person contacts with classifications

• Track emails, calls, meetings, and documents as interactions

• Build segments and run targeted campaigns

• Manage opportunities, tasks, and sales cycles

• See how contacts, interactions, campaigns, and opportunities connect end to end

Training Format

• Live, virtual instructor-led training

• Up to 5 users included

• Recording provided

Level & Prerequisites

• Level: Beginner to Intermediate

• Prerequisites:

  • Familiarity with Business Central navigation

  • Exposure to sales, finance, or operational workflows recommended

Ideal For

• Sales and account management teams

• Operations and finance users needing customer visibility

• Business Central consultants and power users

• Organizations wanting CRM functionality without a separate system

Scope Clarity

This training focuses on standard Relationship Management features in Business Central.
It does not include:

• Dynamics 365 Sales or external CRM platforms

• Advanced marketing automation

• Custom integrations or system configuration