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