Dynamics 365 Business Central - Managing Interactions With Contacts
Learn how to manage interactions with contacts, in our short video.
Learn how to manage interactions with contacts
Interactions are all types of communications between your company and your contacts. For example, communications can be by letter, fax, email, telephone, meetings, and so on. The relationship management area enables you to record all the interactions you have with your contacts in order to keep track of the sales and marketing efforts you have directed at your contacts and to improve your future business interactions with them. Setting up your application to record interactions consists of the following tasks: setting up interaction templates, creating interactions on contacts or segments, viewing and managing recorded interactions.