Relationship Navigator for Microsoft Dynamics CRM

Relationship Navigator provides a user friendly and intuitive view of your Accounts and Contacts within CRM. Accounts with extended relationships, such as multiple departments and locations, can now be organized with ease.

Key Features:

• View Accounts and related Contacts in an intuitive hierarchical folder structure
• Organize Accounts by department and location, using parent-child relationships
• Add and edit Accounts within the Relationship Navigator tool
• Add and edit Contacts
• Drag and drop to reorganize the Account structure and move Contacts
• Show and hide Contacts for a more precise view

How It Works For:

• Sales – With better customer management tools, your Sales team can qualify more opportunities and close more sales
• Marketing – Your Marketing team can more precisely target prospects and build effective campaigns with confidence
• Customer Service – Your team can take advantage of a comprehensive Account view and interact more effectively with customers