Business Central's relationship management (RM) functionality is definitely the little sister (or, if you prefer, little brother) of the fully featured standalone Microsoft CRM system and Dynamics 365 for Sales and Dynamics 365 for Marketing. The big advantage of Business Central RM is its tight integration with Business Central customer and sales data.
Also falling under the heading of the customer relationship module is the Business Central service management (SM) functionality. The different functionalities under RM and SM are as follows:
- Relationship management:
- Marketing campaigns, to plan and manage promotions
- Customer activity tracking, to analyze customer orders
- To-do lists, to manage what is to be done and track what has been done
- Service management:
- Service contracts, to support service operations
- Labor and part consumption tracking, to track resources that are consumed by the service business
- Planning and dispatching, to manage service calls
