CRM Crash Couse

👉 4 Sessions - 4 back to back days - 1 hour per session
👉 Full Base Setup for Advanced CRM for D365 Business Central
👉 Lead -> Opportunity -> Customer - Basic Workflow
👉 Contact Categorization and Activity Timelines
👉 Task Assignment and Follow Up Management
👉 Quotes and Estimates
👉 Contact Checklist, Standard Documents, and Profile Questionnaires
👉 Sales Rep and Manager Dashboarding
👉 No External Integrations Required – Directly Download from AppSource