Dynamics 365 Business Central: CRM Part 1- Contacts

Dynamics 365 Business Central: CRM Part 1- Contacts

Let’s take a look at the CRM system in Business Central. There are a lot of options for CRM systems out there. If you have Business Central already for your accounting, your first inquiry should be can I really use CRM inside Business Central? What’s the reason of going outside Business Central if you can stay within the package you already have?

I did videos on this already for NAV 2018 or previous version, but I feel like we should touch on this again with Business Central. If I go into Contacts in Business Central, I get a list of contacts right here. The contacts are not the same as customers. Contacts are independent of whether it’s a vendor, customer, or a bank, or even a contact without a relationship to anything inside Business Central.

For example, if I go into here, Alpine Ski House, and I’m going to just click on that, I get the contact cart. The Alpine Ski House is a company. We have profile questionnaires here that we’ll actually go into and separate the video, so we’re going to do a little series on this. We have a number of things here on the side that are also tracked like the opportunities, which we’ll cover as well, job responsibilities, etc.

Here, I’m going to focus on this one in this video here, number of business relations. If I click on that, I can see whether this is connected to something or not, and here we can see that it’s connected to the customer. Alpine Ski House is an actual customer in Business Central, so it is tracked with business relations here. Normally, I wouldn’t go straight into the contact list. I would go into the customer list and see my Alpine Ski House right here, and then go into the particular contact. I can see here I have the contact, the contact name, and I can look that up. I have the particular contact, both a person within Alpine Ski House and the actual company as contact.

This contact system, at least from a customer’s perspective and you can do this also from a vendor perspective, as you can see right here, allows you to have multiple contacts for this customer. Even though on the page itself you have one contact and that’s the main contact for this company, you can have more contacts here. Again, I’m going to go into that in separate videos, but you can see how there is a separate contact system from the customer system in Business Central, which is in itself a CRM system. We will explore further in next video.