Business Central CRM Unpacked

Live webinar

CRM capabilities built into Business Central

Explore the out‑of‑the‑box CRM functionality in Business Central, from managing contacts and prospects to tracking opportunities and building a clear, actionable sales pipeline.

We’ll walk through what’s included as standard, where it fits into day‑to‑day sales processes and how selected TVT enhancements can take your CRM experience further.

Please note: This session focuses on sales and relationship management within Business Central, not marketing automation.

What we’ll cover

In this session, our experts will provide a practical, example‑led walkthrough of Business Central CRM, including:

What’s included as standard in Business Central’s core CRM feature set
How Business Central organises and stores customer and prospect information, including interaction logs and relationship tracking
Ways to group, filter and segment your contacts for structured outreach and reporting
A look at selected enhancements developed by TVT to improve usability, reporting and overall efficiency for CRM users

Who should attend?

This session is ideal for:

Sales leaders and managers
CRM users in the sales team
Business Central users looking to improve visibility of customer interactions
Anyone reviewing Business Central's CRM capabilities before implementation

Ready to join us?

Simply click the link below and complete the booking form to secure your place on the webinar. We look forward to seeing you there!

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CRM capabilities built into Business Central

What we’ll cover

Who should attend?

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