Pipol - Ask an expert

Please accept performance and statistics cookies to watch this content.

Need help?

We are wherever your business takes you. Whether you need local help or global project guidance, you can count on value and commitment from our extensive alliance of Microsoft Dynamics partners around the world.

Please accept performance and statistics cookies to watch this content.

Dynamics 365 Sales

Dynamics 365 for Sales enables sales people to build strong relationships with their customers, take actions based on insights, and close sales faster.

Your sales transformation starts here

Microsoft Dynamics 365 is designed to support the sales process from acquiring a new lead through the close of a sale. CRM has a place to store the contact information for new leads, a place to track the follow-up communications (such as Phone Calls, Emails, and Appointments), and the ability to qualify a Lead into an Account, Contact, and Opportunity.

CRM keeps Leads in a separate area (essentially quarantined) in order to ensure your main database of Accounts and Contacts does not get cluttered with people your organization doesn’t know. As part of the Opportunity, you may create a Quote in CRM and convert that to an Order and an invoice. CRM’s Product Catalog provides the basis for this process.

 

Please accept social media and advertising cookies to watch this content.

 

Organizations using this functionality often have an integration with their financial software or Enterprise Resource Planning (ERP) software. In this way the product catalog and pricing has a single source, is kept up-to-date, and the complexities of ordering and invoicing are handled appropriately. The end of a typical sales process is the close of the Opportunity as Won or lost. If the opportunity is Won, the Relationship Type on the Account is often changed from Prospect to Customer.

Thank you!
Your request has successfully been recieved. Download whitepaper