Guest ShabnamMohammadi Posted January 28, 2023 Posted January 28, 2023 Microsoft Dynamics 365 Sales enables salespeople to build strong relationships with their customers, take actions based on insights, and close deals faster. Use Dynamics 365 Sales to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. You can also create marketing lists and campaigns and follow service cases associated with specific accounts or opportunities. Cool Feature of Dynamics 365 Sales Visual insights. The out-of-the-box dashboards and charts have almost everything that you need to get insight into your business. More information: Gain insights with dashboards in Dynamics 365 Sales. Customer 360° view. Once in the app, quickly get an overview of what’s happening with a customer, such as communications with them, progress of individual deals, and much more, all in one place. Business process flow. The guided process flows on the Lead and Opportunity form tell you exactly what to do next. You can quickly find out the steps you must take to increase the likelihood of a successful sale and an increased sales count. The process bar can be docked to the right side of the screen for an omnipresent experience while you work on the opportunity. Activities timeline. All the appointments you schedule while you work on an opportunity, the emails that you send or the phone calls you make are available in one place, giving you all the context, you need to do your job. Store and view documents in the context of records. Do you have presentations or documents for an opportunity all over the place? Store them all in one place, so anyone who’s working on the opportunity can view them! More information: Collaborate using SharePoint. Simplified opportunity-to-invoice process. It is easy to move a customer through the Sales funnel. Just generate a quote right from the opportunity you’re working on and activate it. Use the same quote to quickly generate an invoice and mark the deal as won. You can also email the quotes and invoices to your customer in just one click. More information: Understand the sales process. Document templates. The Word and Excel templates ensure that the documents that you’re sending out to your customers align with you company’s brand. More information: Manage Word templates. Continue reading... Quote
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