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three years uh i have been there since uh nav working since nav 2015 onwards and i have seen the full transition from uh nav uh or some some older versions of nav known as navision uh and i have done a couple of upgrading projects from nav to business central okay so yeah this is my profile uh you can also read about my blogs and of course find me on linkedin i have been posting uh many blogs and uh webinars on linkedin uh regularly all right so today's agenda uh is basically when it comes to business central uh people oft often think that hey this is an erp and probably it cannot handle uh complex tasks of crm and i am there to defend uh defend that that hey a business central although being it being an erp it is also having a good crm system inside and if you are a user or if your company is already using business central and if you want to uh have any crm solution i would definitely recommend you check the crm which is present in business central and uh relatively then take your decisions okay so uh to start up uh i i will be providing you an overview of the crm system that is there all the list of entities and how they are mapped together then let's set up with the relationship management module then we'll move on to managing contacts managing segments interactions and sales opportunities and the whole sales cycle that is present within the crm all right so moving on to overview the key entities that are required uh for any crm system is a sales person purchaser now i'm talking in terms of business central so uh be cognizant of that uh sales person or sales people purchaser it's like a person who is going to sell any object or any uh commodity or any service to a customer uh contacts uh just like you know these are the contacts that we have uh they are not generally the customers or the vendors uh they can be anyone who we discussed with whom we had a meeting with uh whom we met on uh our commute to work uh and yeah so that's basically contacts for every crm system there has to be a task associated with any kind of uh you know customer related activities uh for example let's say if i get a call from a customer or i get an email from a customer uh knowing that hey they want to implement business central so i need to figure out a couple of tasks that i need to do prior to actually turning that uh contact or that lead into my customer so these are the list of tasks which we handle here uh teams is a collaboration of salesperson uh in a group and uh it it is not just a one defined group it can be many different groups and there inside each team you can add multiple sales people so the whole point of team is let's say i have a task which is big enough for me and i won't be able to complete it on time so instead i can just delegate that task to the team so that the team any member who is free inside the team can do that corresponding task so just like we have tasks we also have activities so activities is uh is a group of tasks which we perform so for example let's say i want to give a proposal out so prior to giving a proposal out i need to understand the customer's requirements i need to sort those requirements i need to see what is feasible what is not visible and then come up with a proposal uh with the number of estimated hours right so this whole thing whole activity which we look at is also known as the pre-sales activity and this is what we follow so it's also present in business central uh just just for your information business relations is let's say i'm a contact i know that my contact has now converted into a customer or a vendor or bank or an employee so that's what business relation is campaign is uh something like this hey i want to make new sales and uh the the way i get this uh news into the market is by arranging campaigns so for example at many uh big uh seminars uh such as uh inspire and many other uh seminars that are there on physically on the location even uh the ones which we had for uh for 365 saturdays there are a couple of uh campaigns which are going on which will talk about the company what they do maybe the product they sell the isv solution that they have developed so that's the campaign whereby they offer their solutions they uh explain it to people maybe they uh they from that they generate their leads so that uh they can process the leads and understand if uh the product can be sold to the customer or not uh opportunities is just like a uh just like leads we have opportunities whereby we know that hey this uh this might be a potential customer for us and we are going to uh sell a couple of things to him now that opportunity uh has a couple of activities assigned to it uh there's a whole sales cycle or also known as uh the sales process from uh converting getting a lead converting into opportunity uh opportunity will we will do some activities on it then we'll be uh sending a sales quote and after approving of the sales code we'll convert it into a customer correct so that's what sales uh cycle here is and interactions is basically any communication that i have with my customer uh be it an on-site uh conversation or be it a lunch uh a lunch meeting or a golf event or whatever those interactions can be also you know recognized in business central so the whole whole uh suit is present in business central uh i want to show you more uh let's move ahead all right so as you can see uh this is the mapping between all the entities that were discussed previously and what this means is from uh which which page or which entity i can do a couple of tasks so for example in this case i'm looking at salespeople purchaser it being at the center so from a salesperson side i can create tasks uh that task can create interactions and hence it will create interaction logs similarly uh for example uh a task can be assigned to teams uh take a look at contacts so for example a contact has multiple profiles uh just like for example i need to know if a contact uh is listed on any stock exchange like just for my campaigning activity if i have to run a report or if i have to uh gather num the number of contacts uh which will be present or whom to target to i can look at the profiles then from contacts we can create campaigns we can create opportunities and from opportunities we can go to sales cycle create activities and again move to tasks okay so this is the whole entity framework uh please if you want you can take a screenshot of it uh this is a very useful uh framework uh which i have created it uh through my study and uh i'm sharing it with you guys all right so moving ahead we will be setting up relationship management so the whole crm business central is known as the relationship management module uh though it's it's not linked uh it's not uh exclusively said it as a crm but it does all the functionalities uh at least to some level functionalities of a crm so moving on we'll be looking at marketing setup and sales people purchasers okay so the first setup that we need to do in uh business central is marketing setup so what it means is uh your inheritance means from where am i going to get all the details like salesperson territory country language uh address details communication details so when i enable this it means that i can pick up these details from contacts or my sales per uh or the sales person code okay so here we have a couple of more fields like sales person uh code like for example uh if if i'm looking at if there are 10 sales person but i don't know whom to assign to or maybe the first person who is going to create an interaction uh maybe we want it to go towards a team head and the team head is going to divide the task between other sales persons uh we can do it through the salesperson code the territory code uh country region language corresp these are the territory country region and language these are basically the addresses related uh codes that we we have to set up um generally this is because we also need to know uh whenever i'm creating a campaign or whenever i'm creating any kind of an event i need to know uh where where is the customer belonging to uh where i am i belonging to so i have to be cognizant of all those things then correspondence type uh this is the default correspondence type which means uh there are multiple correspondence type in this case email uh meeting calls and there's a blank one as well for you know other types of events uh the default one we are using is going to be email for company the salutation code is company so if you do not know business central we have contacts uh categorized into company contacts and person contacts so person contacts is the physical person whom you are going to contact versus a company contact is a contact uh which will be more generalized so for example if i'm talking about a company email address like info at the rate xyz.com so that's a company contact versus i would say allister at xyz.com that's a personal contact okay so we also have solutions for it uh default sales cycle code so let's say i'm running through a sales cycle uh i already know this customer uh then in that case it does not make sense that i should go with the previous sales cycle so whenever i'm creating any kind of a new opportunity i will go with the new sales cycle code then we have here as default oh sorry as default task date calculation so i have kept it blank because uh let's say if i'm creating a task i don't want to move it um ahead or behind the schedule so moving ahead this is the next screenshot whereby i'm uh looking at interaction so for example whenever i create a contact i have the four uh possible business relations which is customers vendors bank accounts and employees so i'm using the code to map the business relation uh please know that if these business relation codes are not there in that case uh you will not be able to create your customer vendor bank accounts and employees through the contact page and even if you create a customer uh in business central it will not create a contact in the mark uh the management uh sorry the relationship management model okay so you need to take a look at this these are the four important fields uh please highlight it um whenever you're going to do this then we have numbering so this is the default number series that we are going to use uh duplicates is basically maintaining duplicate search for example if i'm creating a contact we do not have any kind of restrictions but we want to avoid as many duplicates as possible because the list can go uh very high numbers so we can you know we can enable this maintain duplicate and auto search for duplicates so that you know we reduce our contact so the whole part of this is there in the web source action in contacts then we have email logging so for example uh i'm let's say i'm managing any interactions through business central i i also want to you know automatically read through my email uh understand the email and say hey this is the interaction coming from uh xyz person and i need you to map up with business central so that's what it can do uh and the way you do is enable this email logging or you can simply go to the assisted setup and there you can put in few details of email logging there okay so moving on um all right so this is the verification process for uh email login where it will ask you for a couple of permissions once you give those it will uh enable the email login for you uh moving on so the important part or the starting point uh for any user of crm is sales p people purchaser the reason being for example if i am from the sales team uh i want to see what my interactions are what my daily work is okay so sales people purchaser has got it figured out uh that uh hey i want to look at interactions here it is i want to look at segments here it is i want to look at contacts i want to look at tasks activities teams so on and so forth so this is the main screen for people or the sales persons who whoever are going to use business central i have just highlighted it to you know just give give an idea that there's a page like this moving on we will be managing our contacts so this is my contacts card page so whenever i create a contact i can fill in a couple of details like name type so as i mentioned the type is company and person so in this case this is my company type and i have a company number as well to link it if you see business relation here it is tagged as multiple which means i can have customers vendors employees all in all in the same contact but they are linked to three different uh actual entities ahead uh moving on we have interaction so any interactions that we do with the customer or a salesperson does with respect to this contact is seen over here then we have basic address and communication details so moving ahead we have something called as profile questionnaires so the whole point of profile questionnaires is to identify contacts easily so for example uh i'm creating a campaign for uh customers who are very big inside so for example i'm just creating campaigns for uh maybe like uh 14 14 10 14 15 companies uh who are who are listed in stock market and i want to just you know uh create that campaign for those guys so these profile questionnaires are basically the ones uh which are going to help us filter down from thousands of contacts into maybe like say 20 or 30 contacts or to whom i should target my campaign to okay so uh moving on so we have business relations so take a look at this contact where i have uh for the contact fc engineering i have two uh two business relations which is customer and vendor so when you click on business relation on the uh on the factbox page you will get this screen and from here if you can just go to that corresponding customers or vendors page so you don't have to go and search through many many searches and filtering okay then we have job responsibility so this is with regards to a person type so if you see the contact name has changed but that contact is linked to that same uh same company which is fc engineering so in this case i can identify the job that is being performed by a person i will give you an example of this uh for example let's say uh i am going to uh say microsoft for instance and i'm looking or i'm having a contact there now uh whom do i contact and there are many people in microsoft here so what i can do is i can put the key contacts here and i can i identify or i can put their job responsibilities so by job responsibilities i can identify precisely which contact i should contact and that that too i can drill down so for example if i'm going into contact page for microsoft there if i go to job responsibilities i can go and see that hey maybe allister is present for marketing uh maybe paul is present for um let's say sales and uh so on and so forth so we can go and identify that person uh correctly then we have industry groups so for example a contact or a customer or vendor we can identify them into a particular industry group so the reason why we use it is again when we are marketing the whole point of the relationship management is basically you know to create interactions and to gather as much as traction as possible so here we have multiple levels of grouping like industry group segments job responsibilities so that so that we can get the right amount of content on the right amount of contacts and uh just focus on those those kind of uh interactions uh then we have mailing groups so here in this case let's say i i just send christmas gifts to this contact so i can just tag that along with this contact okay then we have profile so just as i said uh uh the profile questionnaire we which we saw in the contact card we we can add add our list of uh questions and answers and uh the the respective ones can be ticked on uh so that we can understand uh which contacts to look into okay so these are a couple of actions which which we can see so for example uh in in the context card we'll go into the actions where we can see our launch web source so which is like a unique search type search like feature which will identify the basis of your email and home page and it will help you avoid duplicate checks print cover sheet is just like a report which which you can print out and send it to multiple contacts and say that hey uh hey uh hi uh we are doing this this this and we are sending you this details uh in create as we can create the contact into customer vendor bank and employee so you remember in marketing setup we were talking about the four important fields that we are looking at these are the four important things that we are going to create from okay then we can also link our existing contacts so for example for for some reason our marketing setup was off we need to link um this contact with the customer we can just do uh link existing we can create templates we can merge multiple contacts and so on and so forth similarly if you can see the whole point of uh the relationship management system is to make things easier for interaction so if you see there are interactions you can create opportunities you can create sales code so the more we have sales uh the better it is for our company so hence we have given this option uh which makes it very easier for uh crm to be working fine in business central then we have a more more detailed view so for example whenever showing your business relation industry groups uh web sources uh you can even take a look at uh these actions which are present these are more like you know you know into the detail ones uh you can also check that out through the uh the fact box which will give you most of the information uh as it is then we have related information like mailing group segments related contacts so on and so forth uh tasks like uh let's say i have to create phone calls uh maybe give a call to some kind of a uh some person in a given contact uh i can create it as tasks opportunities as in where i mark that hey this is a potential opportunity if i move through the whole sales cycle and follow up with them maybe this this contact can be bank customer so that's opportunity uh postpone interactions as in let's say i have i want to create a call but for some reason there is uh maybe a different sales activity going on so i can maybe postpone that so all these activities we can see on the contact page uh right from creating sales quote as well so managing segments segments is nothing but grouping of multiple contacts into uh manageable groups so in this case let's say i want to create a campaign and i'm uh you know i want only uh top top fortune 10 companies to be involved so i can create a segment for that i can create patterns for segments and on the basis of that i can identify which contacts to move with so here we'll talking about we'll be talking about segment creation adding contacts logging segments and lock segments and their corresponding actions okay so this is a segment card page whereby i'll be assigning a pre-sales person to that segment card it's not a mandatory requirement but these are the this is the segment with uh salesperson code uh i can also i can also see if i have to create an interaction or maybe a campaign out of it uh that can be filled in through the interaction in the campaign tab that you can see below okay in between if you see the line items these are basically the contacts which we are going to group into this corresponding segment and uh there's a very efficient way of adding contacts to this so if you see i click on add contacts i'll get various types of filters so for example in contact i have contact profile answers by contact mailing groups interactions job responsibilities contact industry uh there's one more uh which is by item ledger entries uh sorry by value entries which means that let's say if i have sold anything to that particular contact i can also go and find and i can maybe catch uh catch hold of that contact for my further marketing activities then let's say i have uh i have created this segment now i want to log it or i want to store it so i can just click on log and i'll be getting this form where i will as a part of my interaction i'll be saying that send attachments i can click on it if i click on create a follow-up segment so what it will do is it will on the basis of this segment as a primary segment it will create a child segment for it and we can follow up on that corresponding segment as well so this is a log segment where we can see uh in a single line where we can see what what segment it is number of interactions and number of campaigns that have happened uh i can play around with this log segments let's say i want to cancel it i want to resend my interaction i can do it here i can delete this segment uh another cool feature which i feel is let's say i have created a segment and i have sent anything and somebody calls and say hey can you just send me this back going through the whole list will be very difficult so we can go here and click on recent attachments and we can send it over similarly we can also record our interaction and campaign through the related tab in the log segment and these are our interactions that we have done uh so far with this company so managing interaction so anything that we interact with has to be easy enough has to be customizable or rather it has to be configurable in such a manner that it is easier for all of us so that's the reason we have interaction template set up we create interaction template as well interaction and tasks and activities for those corresponding interactions okay so in interaction template setup you if you see uh you will be having like you know multiple levels of interaction so in this case we have emails uh email drafts cover sheets outgoing calls meeting invitations etc and for any sales or purchase related activities that we are doing with the cus uh with the contact we can also map this interaction templates there so correspondingly we know which document is being sent and we can we can figure it out uh what interaction needs to be done where so these are the list of interactions which are set up on the interaction uh template setup where we can identify uh what sort of an interaction group we have uh if we are going to email we are going to send a hard copy if the flow is like uh from our end to the customer's end or if it's from the customer's end to our end so for example take a look at incoming phone calls uh it's inbound which means it's coming towards us uh versus let's say email it's going out from us so it's outbound correct and then we have initiated by and campaign if you want uh so that we can you know identify precisely with which which data maybe i'm looking at the wrong thing i can go and find out which interaction was used with what customer okay so number of interactions that i can see i can also see number of interactions by this interaction templates if i drill down i'll get the list of interaction log entries and the costs associated with this um moving on so this is basically interaction page so for example i'm creating an on-site interaction and if you see the fields below are are being disabled which means uh based upon our interaction template uh the corresponding interaction is changed over here okay so once we record it it uh we we can also put comments into this interaction logs and uh we can write the results whatever we have and uh so this is another okay yeah this is another interaction that we are following up uh yeah this this one where we are having a golf event and uh in in the golf event uh we have decided that we will have a call to event and we'll have lunch together and discuss their requirements and come back so we can just manage that interaction over here if you see the correspondence type is blank which means we have a couple of defined set of interactions but if it does not fit we can keep it blank the day the time uh the information flow uh who initiated it and how the interaction went uh was successful is just a trigger to identify if the interaction was good enough and we might get any positive response now the costs and the uh the time spent can also be recorded here okay so this is the basic interaction then after interaction we also send something called as a confirmation so in this case uh whatever interaction we had we can just send it as a confirmation so uh in this case this is the uh email that is being sent to the uh the contact of the customer okay uh moving on we have interaction log entries so whenever i'm having any interactions i can just go and uh this is like a ledger entries uh but it's more of like an interaction log where we can see we can filter by various uh costs customers sales persons interaction templates and so on and so forth so the most of the reporting that is being created is on the basis of interaction log entries then we have postponed interaction so for example i cannot do the interaction for some reason but i want to do it later i can just simply stop that interaction here and i can see it now when i go to the resume interaction just like you had that introduction page you will be able to fill uh details on that and close this post point and move it to complete okay so moving on we have after we have an interaction we also have follow-up tasks so uh these are my list of a lot the list of tasks uh with regards to that opportunity so where i'll be qualifying that opportunity or not maybe i'll have a confirmation meeting and uh let's say from the golf event i identify the key key persons so these are my tasks for that corresponding interactions as well and i can plan it out i can assign it to a corresponding team uh and so on and so forth okay so this is a task card where you can see all the list of details that we are filling up so in this case this task is assigned has a normal priority is not started yet and it's assigned to me as a salesperson and whatever details we have we can just fill in fill it up here and once we say it's completed by so once i move this status to complete it will ask me for whoever completed this task or can this be assigned to any team member uh we can we can identify that and we can store the task once it's completed okay so out of every task we also can create interactions so for example my task was to give a phone call or identify the client requirements i can also create an interaction for it and i can uh i can map it up with this corresponding task and it's already present in this task card so you have to go through the list of actions now uh consider that i have a task and i have to create a follow-up activity so let's say if i have given a proposal out to the customer and i want to uh you know once the proposal is completed or if i get any positive response from the customer uh i want to plan for the project i want to plan for the go live i want to plan for the requirement gathering phase so on and so forth so i can create a group of tasks into an activity and i can assign an activity which is a follow up on this corresponding task so in this case i am creating a follow-up task which is proposal and if you see the list of tasks has increased okay so once i assign that previous task i can complete that and i can create activities uh from these activities i can correspondingly create tasks okay so that's one level uh the second thing is for any given tasks i can assign uh corresponding people or corresponding contact list uh whoever is going to come for that event or so so so that i can send them an invitation so this is an uh attendee scheduling for a given task which we can identify okay and then we can record a couple of more things like for example sales person we have interaction template that we are going to use uh the costs and the time that is going to be spent so we can track it up uh through the accounting uh through the attending uh attendee scheduling okay so moving on to activity so let's say i'm looking uh looking at multiple tasks i can group them so that whenever i invoke that activity automatically all the tasks are being created so if you take a look at it company presentation tasks i can see that i the first task is going to be inviting members checking the dates availabilities calling them and booking and then presenting to the customer and as to how it should be done uh rather i would say any task has a timeline attached to it so similarly we also have a date formula for each of this case so whenever i'm creating an activity or automatically the tasks with the corresponding follow-up dates and due dates are being updated away updated in the system uh managing sales opportunities so this is the biggest thing or i would say it's the most important part of any uh crm system which is managing uh campaigns going through the completing the sales cycle and then converting that opportunity into a customer okay so let's take a look at campaigns uh the wholesale cycle the opportunity okay so this is a common uh campaign which i have created so let's say my company is an engineering company and i'm going uh to a maker faire campaign where i'll be you know having my own uh place to showcase my products so i can create it here i can assign corresponding salesperson to it maybe i can give the start date and date the best part of this is we can assign uh assign campaigns by segments so i can create multiple level of segments to invite multiple contacts from here now if you see the segment creation had that adding contact feature which was a very big uh you know very big screen with a lot of filters to get the right amount of content and the right amount of contacts that i need to con to actually contact or identify in this campaign i can put it up here then we have let's say not all campaigns are basically showing off their product uh some of them are also selling their product at very cheap price so if i order let's say if the customer orders 10 quantity of any item i'll instead of two two dollars i'll be selling them at one dollar so i can put put it up here and i can activate my campaign and once that campaign is uh you know once that campaign is uh done we can you know we also have a campaign entries whereby we log in all the entries that were made through that campaign and we can you know go and check what happened who interacted uh who is interested probably and we can identify uh the list of opportunities from that campaign and we close the campaign after that okay so moving on once we have a campaign we have the list of candidates now we have sales cycle so sales cycle is basically uh you know the process from looking at having an interaction initial interaction with the customer taking a look at the requirements identifying following up with them uh and maybe the whole point of sales cycle is to convert any lead into a customer uh straight away so we will be seeing the sales cycle over here there are two sales cycle uh you can create as many as you want but i'm using the standard which are given existing and new so let's take a look so this is a new customer sale cycle where i have to initialize i have to check for the qualifications of that customer i have to present them i can send them a proposal and maybe sign a contract so if you see completed here has a set of person percentage so what means that how many percent of the sales cycle we have completed here and the chances of success means uh how when when we create output when we complete a particular stage what are the chances of the customer being getting converted uh as into our cust in sorry the contact being converted into our customer okay now with this stages we also have activities assigned to it so for every stage we have activity for every activity there are multiple tasks assigned to it and we need to we need to complete those tasks uh to ensure that our sales cycle is going uh in a smoother way okay your quote required means that for if i'm going anything about sales cycle three four five i'll have to create a sales quote for the customer it's a mandatory requirement if i don't want i can i can simply untick it allow skip means i can skip this step and move ahead without doing any kind of activities or interactions on it okay and if i want to give any kind of dates uh like due dates i can put it up in the date formula whenever my sales cycle will be created the dates will be updated automatically okay now uh along with the sales cycle we also need to know the uh the closing of the sale cycle what what happened why we lost or why we won that uh that a particular prospect and the way we do is is with the help of close opportunity cycle where we have a standard set of opportunities codes for closing and we can see the list of opportunities which are open or which which are which were closed because of these uh these uh opportunity codes we can generate a result out of it and maybe uh using this analytics we can you know uh discuss it with the management as to hey maybe i need to adjust my price or maybe i need to uh have some convincing person or maybe i need to be more uh empathetic with the customer so on and so forth okay so moving on so this is an opportunity so whenever i understand that this is my potential contact now i've identified the contacts whom i'm going to contact through my campaigns uh i'll say that hey i'm now going to create an opportunity for this this client this potential client and this is how you do it you mention all the details regards to the contact the sales person if there is any the site the sales cycle code determines what all tasks you are going to perform in that corresponding sales cycle for that opportunity uh and how it progresses so i will be showing the whole sale cycle here so this is my first uh where i've activated the first stage and you can see that i have a task assigned at the bottom uh now whatever action was taken i can record it here the date the close date the value that it provided the calculated current value completed the chances of success and profitability okay so on the basis of that we can identify these details uh now moving moving on so i'm now trying to update now let's say my task one or my cycle one uh task is done now i want to move to the next so i'll be clicking on update where i can move between the two different uh sales cycles uh which next sale cycle is going to come the price related to it the dates the closing dates and if i want to close any open tasks for previous uh sales cycle that was there so in this case uh i will be creating a new uh same cycle so if you see by sales cycle stage stage number two is qualification where i'll get the estimated values uh the chances of completion and the chances of success for this corresponding sales cycle and uh moving further now if i can see the list of tasks which are created for that corresponding sales cycle i can go from here the opportunity into the task list i can identify uh for every task maybe i might need an interaction maybe not maybe i have to do it for specific segment so all these details we can uh check into the task list of that given opportunity okay then finally i create an interaction for that given tasks whereby i'm going to you know maybe send an email or send an invite so i can just you know create this interaction and and that that that will basically be logged in as my interaction log entries okay so now if you see when i'm trying to update uh it says that i cannot go further without a sales code which means if you remember on the sale cycle we have given the quote quote needed uh we have made it mandatory for stage three so once i create a sales quote over here i will be now allowed to create the next stage which is presentation and moving further i have created stage 4 or 5 and at this stage i will be marking if my opportunity is being won or it's being lost for some reason and i can mark with the close opportunity code the closing date the final sales and i will close this opportunity okay so the status becomes one i can now see so now on the basis of sales person or contacts or sales cycle i can identify or i can maybe drill down and create analytical report to check maybe who is my bill best sales person who is creating maximum opportunities which type of contacts are uh being answering being positive about the product and the further strategies that can be identified from there okay so that's all for uh today's session on uh crm in business central uh i hope you enjoyed or maybe understood it i understand it's complex but yeah that was basically all the whole crm module is in business central wow on time hollister that's a crash course right that was probably there yes of course um so let's have a look at the questions as there's one question okay here we are any questions okay so ananth paul asks dynamic crm versus relationship management what is the difference when to use crm and when to use relationship management um so the ideal start point is uh like i'm looking at from a business central perspective let's say my company is already using business central and i want to do some not so advanced but some basic uh crm activities i can definitely take a look at uh the relationship management module uh in business central uh versus if i want to do many more activities uh like for example the things that that are missing in uh business central is lead creation uh the whole sales cycle that we do the pipeline that we have so it's it's more easier in the crm uh that is d365 sales uh rather it's a bit complicated and difficult in uh in business central but uh they have created integrations between business central and uh and d365c for sales which means uh we can use both but i think the first first look if you are using business central should be at the relationship management evaluate it and if it fits well as per your requirements i think then it's fine otherwise you can move on to d365 sales okay so dinesh is saying the interaction template has the attachment option what is the main purpose of that is that to send the attachment to contacts in an email yes there you go so the so the whole point of putting it on interaction template is let's say i'm sending an introductory email okay to any contact so in that case uh let's say i use that interaction template like let's say interrupt introductory email and automatically i don't have to you know gather all the list of introduction attachments i have i want i can simply put it in the interaction template and use the template for just introducing yourself and then dinesh continues to ask once the log segment is done the segment contacts are moved to logged segments and it's not under the campaign segment list when is the right time to do the log segments because the campaign has the status to update uh yes so giving more details about segments actually segments is more about identifying the key contacts that we need so using a segment uh you can actually make multiple segments which means uh you can either keep the lock segments open or you can uh you can just make a you know create a copy of the segment if you want to need on that specific campaign uh so ideally the rule of thumb here is that uh segments if if i'm doing any kind of a small level interaction uh with that specific contacts i would create the segment uh maybe i will after the interaction is done i will log that segment uh for campaigns that's not the case for campaigns i will be creating the segment until and unless that campaign is over uh i will not be closing the segments and the key part here is identifying which contact is answering which uh you know what kind of questions and how do we identify the contacts so that we can move them to the opportunity cycle so qmr is asking what kind of reporting is available um such as power bi reporting uh there for for a sale cycle uh for the relationship management we have dashboards um maybe i can just share my screen and show you a couple of these one moment so there are dashboards and there are standard reports which are available from business central but if you want to create any more uh sort of reporting you can simply uh go on to you can simply go go on and connect your uh connect your business central to power bi to pull the data most of the data is in present in like logs so you can just you know filter drill down and check as per your reporting requirements just give me a second i'm logging in so really nice feedback um thank you so much ryu-san um he said he's uh basically highly commending you here uh our listener saying that the presentation is really good better than other types of you know typical microsoft type sessions you're really giving a great overview functional overview so thank you for that once again um and sridharan is saying yes this yep they're really enjoying the momentum awesome guys that's really great okay and whilst whilst also sharing the screen the reason why i know ollister is because he's very very he's very very active in the community especially in the community forum so and one of the things that you should all do is actually check out if you haven't already but join the community the the dynamics community forum i'm going to share the link with you it's the places where i began my journey um and so i'm going to share that with everyone so that you um can see where all the action is happening for for the business central community and you'll see all the mvps there so i've shared the link below um essentially this forum is the place a lot of our speakers are um active contributors here on the forum um so please make sure you join this forum it's a very very important place to get the support you need and get the answers that you need when on your projects you guaranteed to find the answer and if you don't find the answer there'll be someone there to answer it for you so make sure you join that community it's community.dynamics.com if you go on to it and you will definitely get so yeah so sorry um ollister um did you manage to um yeah all right yeah so if you can see uh this in business central we definitely have the sales and relationship management role uh which where you can see the number of duplicates contact persons open opportunities opportunities that award you so these are like uh basic dashboarding and from here you can take a look at the sales cycle that we are having so for existing let's say i i can see that there are 10 opportunities which are going on so these are the default reporting that is being given by microsoft in terms of relationship management and what i can say is that i have seen this module maybe uh one and a half years ago compared to what it was then and what it is now it is definitely improving with lot of features so i i would suggest that you can you know continue to take a look at this and the best part of this module is it integrates with your outlook uh unfortunately i could not show it today but it integrates with outlook using the business central extension that we have for outmade for outlook you can track your sales quote everything can be managed through the outlook you don't even have to go to business central uh so the standard set of reporting to answer the question uh the standard set of reporting is basically the sales process statistics let's say i'm giving this one uh one moment i have to maybe dig a little deeper let's see okay so here i can so for a given campaign i can go and see uh what all things are done um this is just the basic reporting that is there uh like a like the sales people who are going to report to the managers this kind of uh details that you are seeing one moment yeah analysis sales analysis report so in this case oh okay great so what we have is uh we also have an analysis template so this is uh more of like you know uh in the upcoming sessions we have more details on uh account schedules and analysis by dimensions so these kind of reports are present here uh although i'll have to configure it maybe in the next session uh if we plan for it uh whereas we can we can even show this kind of details awesome definitely yes so there you go guys um so there's no more questions yeah uh to add their sales by uh sales budgets uh sales analysis by dimensions so this is like uh our uh financial analysis by dimension that happens like analysis views and so on uh if you can see here we have analysis view and yeah i guess the only reporting that we have the most of the most important report that we have is the fact box so for example if i'm talking about this particular uh this particular contact i can just see how many opportunities are open with regards to this i can see if it's one it's open whatever i can just take a look at industry groups where it's linked and this this will give me a higher level uh you know information into what is going on and from here i can even see my interaction logs so contacts is one place and the second place is sales people sales people purchasers so i'm opening this one all right so yeah so in related you see i most of the entities that we highlighted uh these entities are present over here so for example if i'm taking a look at teams i can just go and see where the sales person belongs to so that way we can you know work everything from a sales person code so if you are a salesperson uh i would definitely you know uh definitely recommend that you come to this page and start your sales activities fantastic so there you have alistair so alistair um please could you um share your connection details i'm sure yes often uh when someone has a challenge i often refer them to allister i think hollister you know he's always really um you know really avid at really you know helping the community so again thank you all the stuff for being so proactive in the community um and supporting them on their challenges yes and uh to add up uh to what you just said and even what paul said uh the reason why business central is growing so fast in fact i have never seen such a faster growth in other applications uh other business applications uh than business central is because of the community uh the way he said that it's an open source which means all the users all the community persons are given access to the business central standard code so that you can present your ideas you can help microsoft uh with better coding and make it faster so i definitely recommend each and every member because i started from the community activities and this is where i've reached i definitely recommend each and every person to join the community start answering the questions it will give you a level of confidence and boost up uh your skill sets thank you once again alistair so thank you for sharing your connection details i'll share your your twitter and linkedin also but there's his blog hollister.blogspot.com uh so if you could share that in the chat that'd be great allister and yes we'll be seeing more of follister um tomorrow as he leads the developer track uh for the business central boot camp developer track that's continuing tomorrow from 6 a.m till 6pm so we'll be in contact with alistair so look forward to seeing you again tomorrow alistair so once again thank you hollister thank you everyone thanks russ