TruNova Launchpad - Relationship Management Package

Enable basic relationship, contact, and opportunity tracking directly inside Microsoft Dynamics 365 Business Central with a fixed-scope, consultant-led add-on. Designed for teams that want customer visibility without CRM complexity, this package delivers structured relationship management using standard Business Central functionality.

Key Benefits

• Centralized customer visibility – Accounts, contacts, and opportunities in one system

• Predictable delivery – Fixed price, fixed scope, ~1-week timeline

• CRM-light by design – No marketing automation or complex pipelines

• Standard Business Central functionality – No custom code or extensions

• Sales-aligned insight – Supports Sales & Receivables without duplication

What This Package Is

The Relationship Management Add-On extends the Consultant-Led TruNova Launchpad Base Package to support standard relationship management capabilities in Dynamics 365 Business Central.

Delivered by TruNorth Dynamics, this add-on is ideal for organizations that want visibility into customers, contacts, and sales opportunities directly within Business Central—without introducing full CRM platforms or added system complexity.

What’s Included

As part of the Consultant-Led Relationship Management Add-On, TruNorth Dynamics provides:

• Relationship management setup and configuration

• Account and contact management

• Interaction logging

• Opportunities and prospects

• Basic sales analytics available within Business Central

Estimated Timeline

Approximately 1 additional week beyond the Base Package, assuming timely client participation and access. This is a fixed-timeline add-on. Client-caused delays may require a change order.

What’s Not Included

• Advanced CRM functionality

• Marketing automation or campaign management

• Custom sales pipelines or automation

• Custom reports or dashboards

• Integration with Dynamics 365 Sales or third-party CRM tools

• Historical interaction or opportunity data

• Any functionality not explicitly listed as included

Required to Use This Package

• TruNova Launchpad Base Package

• Active Launchpad subscription (Consultant-Led tier)

• Active Success Plan

Ideal For

• Organizations wanting basic CRM visibility inside Business Central

• Sales teams managing simple opportunities without automation needs

• Businesses avoiding separate CRM platforms for early-stage sales