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Microsoft Dynamics NAV (Archived)

What's Profile Questionnaire use ?

Posted on by Microsoft Employee

Hi there.

Is there anybody of you out there who can explain me what Profile Questionnaires are useful for (the answers to them appear in the section Lines of a Contact/Customer Card) ?

I mean, what's their use ?

I read on Navision Help that you use them to assign a rating to your contacts: Ok, but does that mean it's like a reminder of, for example, how profitable is that contact/cuctomer to you in terms of previous sales, or in terms of inclination to buy something from you, or in terms of whatsoever the questions of the questionnaire try to probe ? if so, and supposing I set up a questionnaire and answered it for several contacts, is there a way to make some kind of aggregation out of those answered questionnaires in order to get some sort of statistics, and in such a case how do I make these statistics, I mean what buttons I use to get, say, an average or something ?

This question is clearly meant to somebody who knows Profile Questionnaires in Navision and has already used them to a precise purpose - which could be wholly different from what I mentioned above, of course.

I deeply thank in advance those who'll give me their clarifications on this thing, that baffles me a lot.

                                   Raoul bertorello

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: What's Profile Questionnaire use ?

    Paul, that video is just fantastic. It opened me up an entire new world. I see you know a lot about this, so I'll keep on bothering you every time the need for explanations rises :) !

    Just kidding !

    But thank you very much again, Paul, I'll try and delve into it.

    See you around.

                              Raoul

  • Verified answer
    The Simpsoid Profile Picture
    The Simpsoid 625 on at
    RE: What's Profile Questionnaire use ?

    Raoul

    There are a mixed bag of videos to be honest.  I've tried to follow a couple but they've just annoyed me either because the content is too basic or the narrator's voice or presenting style is, err, not great.

    However, this one is pretty good.  It covers NAV CRM in pretty good detail without being overlong and the narrator's voice is much more bearable than some :)  He is using an old 'classic' version of NAV but you'll be able to find the equivalent in the newer RTC interface.

    https://www.youtube.com/watch?v=-GT5KyaRl6U

    Hope it helps.

    Paul

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: What's Profile Questionnaire use ?

    Ok, Paul, what you write is what I was searching for. It's something I didn't know at all and surely the reason for these Profile Questionnaires to exist.

    By the way, do you know some useful and clear youtube footage or white papers on the Internet wou would suggest me to get some real case examples I could use to understand further this sbject ?

    Thank you very much indeed, Paul.

                        Raoul Bertorello

  • Verified answer
    The Simpsoid Profile Picture
    The Simpsoid 625 on at
    RE: What's Profile Questionnaire use ?

    Of course it can be used to provide a useful 'at a glance' view of your customers' business profile when your employees are looking at the contact records but probably where it would be most usefully employed is in creation of Segments to target your campaigns specifically at the most relevant contacts and customers.  Look for the 'Profile' tab in the Add Contacts plus Reduce Contacts and Refine Contacts functions when editing segments.  You'll have access to the questions and answers and your derived 'Ratings' there.

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