In this session, Richard Duffy discussed the CRM features in SAP Business One, including features introduced with version 9.3 and campaign functionality. 

• Introduction
  • Notes on latest release (9.3) and patch level (PL04)
    • Quick note on GDPR functionality
    • For more information, see this recent blog on GDPR and 9.3 PL04 
• Discussion of CRM functionality in SAP Business One
  • Related blog: CRM functionality is everywhere in SAP Business One
• Business Partner Master Data (13:20)
  • Extend Master File with User Defined Fields
  • Activity function
    • Filtering capabilities
• Campaigns (27:45)
  • Campaign Generation Wizard
  • Target Group

Speaker: 

Richard Duffy, Community Evangelist and Subject Matter Expert, ASUG