Customer Relationship Management

for Microsoft Dynamics NAV 2018

Out-of-the-box functionality

Dynamics NAV comes with a wide range of functionality straight out of the "box". These are split into two different license types, the "Starter Pack" and the "Extended Pack". We cover what's inside the Customer Relationship Management (CRM) areas of Dynamics NAV below.

Starter Pack (required)

Small and midsize businesses can quickly and affordably get started with Microsoft Dynamics NAV 2018. The Starter Pack offers core Financials, Distribution and Professional Services functionality, plus three Full User licenses for one price.

Extended Pack (optional)

Businesses that require more advanced functionality can license the optional and additive Extended Pack enabling you to integrate core financials and distribution management with broader functionality.

Sales and Marketing

1Campaign Management
2Relationship Management
3Contact Classification
4Contact Management
5Interaction/Document Management
6Mail Logging for Microsoft Exchange Server
7Opportunity Management
10Integration with Dynamics 365 for Sales

Service Management

1Planning and Dispatching (Extended Pack)
2Service Contract Management (Extended Pack)
3Service Item Management (Extended Pack)
4Service Order Management (Extended Pack)
5Service Price Management (Extended Pack)


2Sales and Marketing
3Purchase and Integration
4Workflow Groups and Features


1Electronic Invoicing
2Currency Exchange Rates
3Optical Character Recognition (OCR)

Document Management

1Incoming Documents
2Currency Exchange Rates
3Incoming Document Workflow
4Optical Character Recognition (OCR)


1Document Reporting
2Preconfigured Excel Reports
3Report Scheduling
4Reporting Data Setup
5Jet Reports Express for Microsoft Dynamics NAV

What's inside Dynamics NAV

Dynamics NAV is a fully functional feature-rich product that scales with your business. Our integrated Dynamics Apps further enhance Dynamics NAV to make great, greater.
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