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The Dynamics NAV / Navision CRM Dashboard makes all the information salespeople and customer service needs just one mouse click away. Users can view how many unpaid invoices, open orders and quotes are in the system for this customer and have the ability to drill down and see the actual documents.
Users can write and view notes in summary or detail by using a note-pad like feature to capture, copy, and paste notes for each company and customer they interact with. The notes also hold the date and time of the posting, as well as the user ID of the author.
Users can also view a complete sales history organized by item, complete with quantity, price and ship date.
The addon also creates a list of any and all interactions with each customer. This can include sales documents, purchase documents, e-mails, faxes, and any other interactions captured by Dynamics NAV / Navision.
By taking advantage of the CRM Dashboard, you can give salespeople and customer service representatives the information and tools they need to spend more time selling and helping customers.