Is Dynamics NAV right for your business?

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Microsoft Dynamics NAV gives you the power to improve your customer relationship success to increase your productivity, make well-informed decisions; and sharpen your competitive edge. Modules include:

Campaign Management - Organize campaigns based on segments of your contacts that you define. Define segments based on specific criteria, such as sales, contact profiles, and interactions, and reuse existing segments or segmentation criteria. Use the Merge feature in Word (or send other file formats) to communicate with the contacts in your segment. To send a document to people of different nationalities in their nativelanguage, use Campaign Management with Interaction/Document Management.

Contact Classification - Sort your contacts into categories, and automatically classify your customers based on criteria you specify. For example, you can see the program group contacts in terms of revenue. Use this information to target contacts for your campaigns. Divide your customers into ABC segments and even use this granule for rating (assign the weights of two questions to identify the value of a third question).

Contact Management - Maintain an overview of your contacts, and personalize your approach to them. Record your contact information for all business relationships. This granule is tightly integrated with the Sales and Receivables application area. You can also:

• Specify the individual people related to each contact. • Get an automatic alert if you enter contact information that already exists with the duplicate check function. • Get a precise view of prospects and customers by categorizing your contacts based on profiling questions. • Issue quotes to prospects or create sales documents for specific contacts if you have Sales Order Management.

Content Search - Search for all information related to a specific contact—for example, an opportunity, an address, or comments about this contact. Find information even when you don’t know the correct spelling of a contact’s name.

Interaction/Document Management - Record all the interactions that you have with your contacts—for example, telephone calls, meetings, or letters. Attach documents to interactions (Word, Excel, or .txt files). You can also automatically record other interactions—for example, all Microsoft Dynamics NAV documents that you send to your contacts, like sales orders or quotes, can be logged and retrieved at a later time. By using TAPI (Telephony Application Programming Interface) compliant telecom devices, you can call a contact by clicking a button on the electronic contact card.

Mail Logging for Microsoft Exchange Server - Log all email correspondence. Log inbound and outbound email sent through Microsoft Dynamics NAV or Microsoft Outlook®, and set up the program to log automatically or manually in Microsoft Dynamics NAV. The solution is server-based and requires Microsoft Exchange Server (version 5.5, SP 4 or later) in order for you to keep email messages in their natural environment to ease administration.

Opportunity Management - Keep track of sales opportunities. Section your sales processes into different stages, and use this information to get an overview of and manage your sales opportunities.

Task Management - Organize the tasks related to your sales and marketing activities. Create to-do lists for yourself and assign tasks to other users or teams of users. Automatically create recurring to-do items and activities consisting of several to-do items.

Other Applications

The following applications are designed to work hand-in-hand with Customer Relationship Management:

"Customer Relationship Management" is part of the Dynamics NAV (formerly Navision) line of products, developed by Microsoft.