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Business Central

D365 Business Central Relationship Management

Managing your contacts and having a plan in place to identify, attract and retain customers will help improve your business and increase customer satisfaction. Using a good D365 Business Central Relationship Management system will also help you create and maintain relationships with your customers.

Before you start working with your contacts and marketing interests, there are decisions and steps that you should take to setup how the marketing area manages the certain aspects of your contacts.

For example, you can decide whether to synchronize the contact card with the customer card, vendor card, and bank account card, how number series are defined, or what the standard salutation should be when writing to your contacts.

Communication is the key to these D365 Business Central Relationship Managements. Being able to customize communication with potential and present customers, vendors and business partners based on their needs, is necessary for companies to flourish.

Establishing a strategy and explaining how your company utilizes contact information is a primary step. The details will be seen by many different groups in your company, so possessing a proper system in place will assist everyone to be more productive.

You setup the marketing and contact management using the Marketing Setup page. To open the Marketing Setup page, choose the search icon, enter Marketing Setup and then choose the related link.

D365 Business Central Relationship Management Process

1. Automatically Copying Specific Information from the Contact Companies to the Contact Persons

Few information about the contact companies is identical to the information about the contact persons working within these companies, for example, the address details.

Under the Inheritance section of the Marketing Setup page, you can set the application to automatically replicate the specific fields from the contact company card to the contact person card every time you create a contact person for a contact company.

For example, you can select to copy the salesperson code, address details (address, address 2, city, post code, and county), communication details (fax number, telex answer back, and phone number), and more.

When you modify one of these fields on the contact company card, the program will automatically modify the field on the contact person card (unless you have manually modified the field on the contact person card).

2. Using Predefined Defaults on the New Contacts

You can choose that the application automatically assigns a specific language code, territory code, salesperson code, and country or region code as defaults to each new contact you create. A default sales cycle code can also be entered that the program assigns automatically to every new opportunity you create.

The inheritance of fields overwrites the default values you have set up. For example, if you have setup English as the default language, but the contact companies language is German, the program will automatically assign German as the language code for the contact persons recorded for that company.

3. Automatically Recording Interactions

Microsoft Dynamics 365 Business Central can automatically record sales and purchase documents as interactions (for example, orders, invoices, receipts, and so on), as well as emails, phone calls, and cover sheets.

4. Synchronizing Contacts with Customers and More

In order to synchronize the contact card with the customer card, the vendor card and the bank account card, you must select a business relation code for customers, vendors, and bank accounts. For example, you can only link a contact with an existing customer if you have selected a business relation code for customers on the Marketing Setup page.

5. Assigning a Number Series to Contacts and Opportunities

You can set up a number series for contacts and opportunities in D365 Business Central Relationship Management. If you have setup a number series for contacts, when you create a contact and click Enter in the No. field on the contact card, the program automatically enters the next available contact number.

6. Searching for Duplicate Contacts when Contacts are Created

You can choose to have the program automatically search for duplicates each time you create a contact company, or you can choose to search manually after you have created contacts.

You can also select to have the program update the search strings automatically each time you modify contact information or create a contact. You can choose the search hit percentage, that is, the percentage of identical strings two contacts must have for the program to consider them as duplicates.

Managing Contacts

Different groups at your company will have business relationships with different companies. For example, a salesperson may regularly connect to prospective customers and at the end of the week record the results of these visits.

All of the external entities that you have business relationships with should be recorded as contacts. Having this D365 Business Central Relationship Management data recorded in one central location ensures every group in your company can view and use the information efficiently.

Communication with your contacts will be more successful if all details are easily accessible. For example, a marketing person may like to know which other products a particular customer has purchased before attempting to interest them in a new product. For more information on MS D365 Business Central Relationship Management, please contact us.

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