KB197: Microsoft Business Central & Relationship Management

KB197: Microsoft Business Central & Relationship Management

KB197: Microsoft Business Central & Relationship Management 1686 952 Shrutidhara

Microsoft Business Central is a comprehensive business management solution designed to simplify everyday business processes.This is an easy-to-use and easy-to-implement solution. Furthermore, it has the flexibility to be deployed either on-premises or in the cloud without affecting the user experience.

As an effective ERP Solution Microsoft Business Central offers a variety of features. And one such feature is Relationship Management which not only streamlines business processes but also supports an informed decision-making process.

The relationship Management feature of Microsoft Business Central provides businesses with a precise & complete overview of their prospective customers. As a result, businesses can not only cater to their potential clients effectively & increase customer satisfaction but also boost their sales efforts.

In this blog, let us explore the Key aspects of Relationship Management feature of Microsoft Business Central


“With Business Central, businesses can easily record the data related to their prospective clients in the system. Microsoft Business Central offers the option of creating a contact card for each new person or Company that they interact with. Moreover, businesses can also set up profile questionnaires for classifying business contacts. Besides, businesses can also merge duplicate records whenever two or more records exist for the same contact.”


“With Microsoft Business Central, businesses can seamlessly manage their interactions. Moreover, they can do so by setting up interaction templates, creating interactions on segments or contacts and viewing and managing recorded interactions effectively.”


“Businesses have the option of creating segments for selecting a group of contacts based on specific criteria such as direct mail. Moreover, businesses can also add contacts to the segment. Besides, they can also refine the number of contacts by removing some of the contacts from the segment.”


“With Microsoft Business Central, businesses can set up the sales cycle effectively. They can define the different stages and assign it to the opportunities. Moreover, they can also create sales opportunities from their contacts and process them.”


We are a Microsoft Partner based in Vadodara, Gujarat, with offices across India & overseas. With over a decade of experience in Business Management Consulting, we strongly believe in and work towards Microsoft’s vision of facilitating a holistic and unified Digital Transformation for all our clients. Our highly skilled & knowledgeable Techno-Functional Consultants not only adhere to a customer-centric approach & provide our clients with round-the-clock support but also have an exceptional track record when it comes to project management and service delivery. We are committed to providing our clients with the best possible service and experience, and we firmly believe that our team of experts is the best in the business. If you’re looking for a partner that can help you with your digital transformation, look no further than us.

For more information or to book a free consultation with one of our experts, please write to us at enquiry@dhyey.com.