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In this session, We will take you through the "Interaction Management" feature of Relationship Management in D365 Business Central (NAV).
This is the Part 2 of Relationship Management (CRM). It is suggested to visit Part 1 to get a better understanding of Part 2.
View Part 1 here: • Relationship Managemen...
Topics covered in this session:
INTERACTION MANAGEMENT
✔️ Interaction Templates
✔️ Interaction Groups
✔️ Interaction Templates Setup
✔️ Interaction Log Entries
✔️ Cancellation of Interaction
🗣️ Speaker: Vaibhav Singhal
🗓️ Organizer: Gulshan Shubham
For Demo purposes, Business Central Online (Saas) version 21.2 has been used.
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