07 Apr

Should I use D365 Business Central or D365 for Sales?

Should I use D365 Business Central or D365 for Sales?

Wednesday, April 7, 2021 (12:00 PM) to Wednesday, April 7, 2021 (1:00 PM) (Eastern Time)

CRMUG Virtual Event Customer Engagement, Sales
Geoff Ables

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If you're considering NAV or Business Central for ERP, and you're considering Dynamics 365 for Sales as a separate CRM solution, you may be confused about the right licenses to buy and the best place to handle CRM functionality.

In this session we will discuss and demonstrate the differences between Dynamics 365 Business Central (and it's offline predecessor, NAV) and Dynamics 365 for Sales and for Customer Engagement in terms of CRM functionality. You'll learn about the different data that  each can manage, differences in Outlook integration, and the overall user experience.

We will also briefly demonstrate the integration available between Business Central and CRM and discuss the strengths and gaps in this integration.  

Geoff Ables
Geoff Ables takes the technology jargon out of CRM and speaks to sales managers, customer care leaders, marketers, power users and administrators about the process and people sides of CRM that are so critical to customer relationship management success. As a recent session attendee put it: “This session was one of the reasons why I attended the event, and it didn’t disappoint. The workbook and process steps made it even better.” Bestselling author, international keynote speaker and entrepreneur, Geoff Ables is a thought leader on customer and employee engagement. Geoff’s most recent book, "The LUCK Principle: Business Results at the Intersection of People and Profit," delivers fresh insight and inspiration into creating people-centric digital workplaces. His firm, C5 Insight, has twice been named as an Inc 5000 fastest-growing company