Customer Relationship Management (CRM)

Classification of Contacts

Classification of contacts consists in sorting buyers according to the criteria set by the user, for example income. Thanks to the contact rankings function, the user can define customized rankings, taking into account, for example, the validity or loyalty of buyers, suppliers and partners. Fast access to the most current data of the selected contact can be obtained by going to the contact file in which the rankings are visible.


A campaign is any activity involving many contacts. The campaign is assigned to all marketing and sales activities in which contacts are involved, for example a sales promotion campaign. Contacts are divided into segments according to specific criteria, such as sales, contact profiles and interactions. After setting up your campaign and determining actions, sellers and teams, you can assign groups of actions that include several tasks to be performer.

Interaction/Document Management

The functionality allows you to register interaction with contacts, for example, telephone conversations, meetings, letters. You can attach documents (in Word, Excel or txt files) to each interaction. Interactions can be registered automatically. For example, you can automatically save all Microsoft Dynamics NAV documents sent to contacts, sales orders, and offers.


The prospectus management function allows salespeople to track sales prospects, as well as view and properly plan upcoming tasks to be carried out. Prospectus management also allows you to divide the sales process into stages. The brochures contain several options for reviewing already existing prospectuses, for example grouped by value (calculated in many ways).

Integration with the Microsoft Outlook and Microsoft Exchange Client

For most employees of the sales and marketing department in building relationships with contacts, it is helpful to use job management tools and calendar functions. A significant part of external communication is carried out using Microsoft Office Outlook. Integration of the Microsoft Dynamics NAV ERP system with Outlook is therefore extremely important while working in the CRM application. After entering data such as a task or contact, the information is automatically updated in Outlook. There is no need to update the same data twice in both applications.

Integration with Microsoft Dynamics CRM

The integration of NAV 2016 with Microsoft Dynamics CRM allows you to effectively manage the sales process, from the moment of placing the order to the payment. Thanks to close integration between buyers and accounts, as well as shared functions within both products, you can significantly increase the efficiency of business processes. The combination of both solutions enables:

    • synchronization of buyers’ data and contacts between systems,
    • creating Microsoft Dynamics NAV price lists in the CRM application,
    • review of clients, prospects, issues and offers registered in Microsoft Dynamics CRM from the Dynamics NAV level,
    • display statistics created in Microsoft Dynamics NAV in the Dynamics CRM program,
    • free work between both systems
    • transfer of sales orders from CRM to Dynamics NAV and their updating in Microsoft Dynamics CRM.