Implementing Microsoft Dynamics 365 Business Central On-Premise - Fourth Edition

Marketing

The marketing functionality revolves around contacts. A contact can be a prospect that is not yet your customer, or your existing customer. Your company most likely does business with another company. And you're probably not the only person working at your company; the same can be said of the other company.

A contact is a way for you to keep track of all the people working at a particular company so you know who is working in what department.

You can create a contact and indicate their business relations. A contact can be related to customers, vendors, or bank accounts. You can categorize your contacts based on their industry groups or job responsibilities, or you can create your own profile criteria, for example, educational level, ...