SD CRM Manager provides a simplified and efficient process for inputting CRM related data and is optimised for Microsoft Dynamics NAV mobile phone clients.

The SD CRM Manager Role Centre provides a visually clear snapshot of a salesperson’s current sales-related data and information.

 

microsoft-certified

Why use SD CRM Manager?


Create and update standard Dynamics NAV opportunities, to-dos and interactions, with fewer clicks and without the need to navigate through standard Microsoft Dynamics NAV wizards

The filtered Role Centre grouping and categorisation provides a clear snapshot of sales opportunities at the various sales cycle stages

Filtered views of current, future and past to-dos

Rapid deployment with no impact on existing setup

Certified for Microsoft Dynamics NAV

Learn more about SD CRM Manager

Overview Video

Version Release History PDF

http://www.dynamicsshop.com/SD-CRMM-Version/

Product Factsheet PDF

https://simplyd.ie/

What do you get with SD CRM Manager?

LICENCE

Up-to-date Microsoft Dynamics NAV license

OBJECTS

Add-on Object file (FOB)

GUIDE

Installation, set up and full use user guide

TRAINING

Online video tutorial and help files

USERS

Unlimited users based on your Dynamics NAV license

ASSURANCE

First year software assurance including all updates

SETUP

Rapid start default setup and configuration file

OPTION 1

Remote installation and setup via TeamViewer

OPTION 2

Remote training via TeamViewer

OPTION 3

Remote managed hours user support

What do you need?

VERSION

Dynamics NAV 2016 or later (Dynamics 365 coming soon)

ASSURANCE

Microsoft Active software assurance (to add new features to your license)

REGION

W1. Available in English as standard (machine translation available on request)

EDITION

Works with Start and Extended Packs and also Perpetual and SaaS licenses

PURCHASING

Either customer source ordering PIN or current Dynamics partner details needed to process order

Price

PERPETUAL

€TBC
Once off
Includes first year software assurance

SAAS

€TBC
Per month
Includes software assurance

DYNAMICS 365

Coming soon

ASSURANCE

16% per annum
after first year for perpetual licenses

SERVICES

€TBC
per hour
Remote installation and training

Request A Quotation


In order to ensure your current version and Licence are compatible please click here to provide some further information.