With Dynamics NAV 2017, Microsoft continues the improvement of CRM integration and user experience. In addition to the simplification of the setup process, the latest version of the ERP system also offers improvements in CRM use on the smartphone.
For instance, the basic CRM functions of the previous version have been fundamentally revised and expanded. With the linking of Dynamics NAV 2017 and Dynamics 365 for Sales (previously Dynamics CRM Online), for example, the user is now supported by a new assistant that leads him conveniently through setup and ensures seamless linking of Dynamics NAV and Dynamics 365 for Sales data. Moreover, by means of mapping and synchronisation it can be ensured that the data (e.g. prices and articles) in Dynamics 365 for Sales will always have the most current NAV status.
Mobile working with the CRM module within Dynamics NAV is also now even more pleasant thanks to Dynamics NAV 2017. For instance, customer relationships can be maintained more effectively in future from smartphones and some of the newly introduced expansions of the CRM role center can also be used on a mobile basis. The special CRM for smartphones includes contact management, various interactions and sales opportunities. In addition, all e-mails of the exchange server that belong to a contact can be journalized in Dynamics NAV.