Microsoft Dynamics 365 for Sales – Overview

Build a new approach to business application through Microsoft Dynamics 365 for Sales. Sales is the ability to qualify a lead into an Account, Contact and Opportunity and it is all about acquiring a new lead and qualifying it. Microsoft Dynamics helps in improving your business Sales capabilities and is considered as one of the best tool for marketing sales progress.

Sales in Dynamics 365 is the place where the Relationships can be turn into revenue directly. Sales is the process that starts with acquiring a lead and then qualifying it. Dynamics 365 for Sales can help you to achieve more in the shortest duration of time, it guides you to include the better Management of customers, sales information, opportunity Management capabilities that can centralize information about leads and customers, all in one secure place which can be accessed anytime and from anywhere. Dynamics 365 provides Sales Automation that shows a complete insight of the customer and reduce the decision-making time which makes you ahead of your competitors. Dynamics 365 for sales is a multi-platform Customer Relationship Management Solution.

Entire business development process flow can be managed by an Automated platform offered by Dynamics 365 for Sales. The Sales process includes:

1)      Capturing Leads: The prospective customer of any product or service is a Lead. Leads can be captured through various ways like: 

• ·         advertising 
• ·         trade shows 
• ·         direct mailing 
• ·         other marketing campaigns

2)      Creating an Account: It is the place where customer reside in your database and commonly accounts are organizations which have group of people.

3)      Setting up a Contact: These are individual set of contact, generally customers or the contact of the customers. Often contacts are related to contacts but not always.

4)      Managing an Opportunity: In Dynamics 365 sales process Opportunities are the core record. Creation of the Opportunity are alarming for Sales manager, hence as opportunity is created it is added to sales pipeline. Sales can be tracked as it is won or lost.

5)      Product Catalogue: Complete comprehensive catalogue can be created in Dynamics 365 with the product and their pricing information. Dynamics 365 also leverages of creating a product hierarchy.

6)      Managing Quotes: In the maximum cases initial stage of the sales is price quotes which eventually leads to order. Quotes which are accepted are the Orders.

7)      Managing an Order: Order is the succeeding step of Quote. It is the conformation step of Sales. The opportunity is said to be won as the order is created.

8)      Managing Invoice: It is the final step in the Sales process as the invoice is created after the settlement of Order.

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