Managing Interactions With Contacts

In Dynamics NAV, 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 these tasks:

Set Up Interaction Templates

Before you can create and record interactions, you must set up interaction templates. When creating interactions, you must specify the interaction templates they are based on. An interaction template is a model that defines the basic characteristics of an interaction. You set up an interaction template in the Interaction Templates window.

Create Interactions

There are two ways of recording interactions:

View and Manage Recorded Interactions

You can view all the recorded interactions that have not been deleted in the Interaction Log Entries window. You can open this window by:

In this window, you can:

You can delete interaction log entries that have been canceled. To delete interaction log entries, in the top right corner, choose the Search for Page or Report icon, enter Delete Canceled Interaction Log Entries, and then choose the related link, and then fill in the information.

See Also

Manage Contacts
Manage Sales Opportunities



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