Summary and resources

  • 3 minutes

In this module, you learned how to create a lead and corresponding opportunity in Dynamics 365 Sales. The module provides step-by-step instructions on capturing lead information, qualifying the lead as an opportunity, and closing the opportunity. Dynamics 365 Sales is a comprehensive sales tool that automates tasks, provides insights, and offers personalized recommendations. It supports lead qualification, sales opportunity management, and the generation of quotes, sales orders, and invoices. The platform includes artificial intelligence tools, tailorable business process flows, and integration with Office 365 and Power Platform for collaboration and automation.

The main takeaways from this module are:

  1. Dynamics 365 Sales helps sales organizations close more deals and build lasting customer relationships by providing processes and tools to guide sellers through the sales lifecycle.
  2. Leads are the starting point for most sales processes, and Dynamics 365 Sales provides tools to capture, manage, and qualify leads.
  3. Opportunity management in Dynamics 365 Sales involves the following actions to help move opportunities through the sales process workflow:
    • Assigning and sharing opportunities
    • Tracking details
    • Managing activities
  4. Sales order processing in Dynamics 365 Sales includes creating quotes, converting them into orders, fulfilling the orders, and generating invoices.
  5. Business Process Flows (BPFs) in Dynamics 365 Sales guide users through defined sales processes, ensuring consistency and increasing the chances of success.
  6. The Sales accelerator in Dynamics 365 Sales helps sellers understand customer needs and focus their efforts more effectively through AI-based recommendations and multi-channel engagement.

We examined key Dynamics 365 Sales elements as follows:

  • Reviewed a typical sales lifecycle process and how an organization might use it to manage their sales.
  • Examined the tools provided in Dynamics 365 Sales to assist organizations in creating, managing, and qualifying potential sales leads.
  • Reviewed the process for creating and managing opportunities.
  • Described how Dynamics 365 Sales uses business process flows to provide sellers assistance while managing sales opportunities.
  • Examined the options available for building and delivering quotes using Dynamics 365 Sales.
  • Described how to work with the Sales accelerator.
  • Explained how to use orders and invoices.

From here, your next steps are to develop a better understanding of other products that expand the base functionality. Take a look at applications such as Dynamics 365 Sales Insights and LinkedIn Sales Navigator.

References

Dynamics 365 Sales

For further study