Dynamics 365 for Sales

Microsoft made a strategic move with the transition to the Dynamics 365 product by dividing the previous modules into standalone apps.?There are a lot of apps available to choose from, depending on your business needs. In this article, we will be talking about the Dynamics 365 Sales app.

What is it?

Dynamics 365 Sales app is a fully customizable customer relationship management system. Sales module has been one of the main components of Dynamics CRM?since the product’s birth (in 2003 as Microsoft CRM 1.0).?It is now included in the Enterprise Edition, Customer Engagement and Dynamics 365 plans.

With every release, Microsoft successfully implemented new features and made improvements to this robust sales system.

Why is it useful?

1. All of your information in one place

2. Easy Search

3. Dashboards and Charts

4. Predictive Insights

5. Goal Management

6. PowerBI and Reports

7. Email Integration

8. Customization

How does it work?

As you may know by now, Dynamics 365 is a web application that can be hosted on the cloud or on-premise. All you need to access Dynamics 365 Sales app is the?corresponding URL.

The Sales app comes preloaded with the main entities used in the sales process. Of course, the existing entities are fully customizable and if they’re not enough,?you can go ahead and create new custom entities with different relationships.

These are the steps baked into Dynamics 365 Sales app, out of the box:

1. Lead Creation

Let’s say you’re at dinner and you meet a potential client for your business. For the sake of the example, let’s call him Tom. You take his name and some basic?contact information (phone number, email etc.). In your Dynamics 365 Sales app, you can create a new Lead, add this person’s info and keep it in your system.

2. Lead Qualification

A week later, you call Tom to see if he is still interested. Turns out he is! (Woohoo) You take some details from him, like what products he’s interested in etc.

You go to Tom’s lead record in Dynamics 365 (Here’s your chance to use the search feature we talked about earlier) and you click ‘Qualify’ on the command bar.

Upon qualifying a lead, Dynamics 365 for Sales creates 2 records:

Contact: Tom is now a contact (customer/potential customer). If Tom is representing a company or an organization, you can create an Account for his company?and assign him as the primary contact.

Opportunity: The opportunity contains the details of what could potentially turn into an order.

3. Opportunity Updates

Once the opportunity is created, you can edit it and add any additional information you have about Tom. Then you can send him a proposal. If Tom accepts the proposal, you can go to the?Quotes?area on the form and click?+.

4. Quote

This is the record where all the information about the quote is stored. You can include?quote items?which represent?Products?from your?products list?along with their respective quantities and prices. You can then activate the Quote, if it’s been accepted by Tom, by simply clicking ‘Create Order’?from the command bar. Dynamics 365 will create an order with the quote items.

5. Order

That’s technically the end of the sales process. You can still edit stuff in the Order (add, remove items etc.) and once everything is agreed on, you create the?Invoice. You can close the?opportunity?as?Won?or?Lost?depending on whether the deal was closed or not.

Dynamics 365 Sales App has improved over the years to become a fully polished product that can be used to automate the business process from A to Z.?It’s fully customizable to fit in any business scenario and cover any specific requirements. Microsoft is putting in a lot of workload in its Dynamics family.?Some new exciting features are already in development for the Sales app, like Business Process Flows automation, Cortana Integration and much more, to make your?business life easier.?

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