Describe use cases for Dynamics 365 Sales
Dynamics 365 Sales provides a wide and powerful array of tools to help you take control of the entire sales process. Dynamics 365 Sales automates common tasks, delivers insights, and provides personalized recommendations based on how you work. You can easily identify which customers or sales leads to focus on and take the most appropriate actions based on your organization’s sales methodology. Dynamics 365 Sales provides many out-of-the-box features that support sales functions for organizations of all sizes. These features are designed in such a way that Sales can be easily configured to support an organization's specific or changing needs.
As you identify sales opportunities and qualify leads, Dynamics 365 Sales provides multiple tools that can be used to help with the lead qualification process.
Artificial intelligence tools: Tools, such as the business card scanner, allow you to quickly capture important information and input it into Dynamics 365 Sales or Power Apps while in the field. This functionality helps you quickly identify if there's a past relationship with this customer and determine what the next course of action should be.
Tailorable business process flows: Guides sellers through each stage of your organization’s sales lifecycle process. This process helps new sellers get started, ensuring they understand requirements at each stage and have the necessary data and tools. For all your sellers, this process is crucial. It ensures they know what’s needed at each stage and equips them to execute effectively.
Assistant: It surfaces important information relevant to your current tasks. For instance, it provides reminders about upcoming activities related to a sales lead. Additionally, it notifies you when customers take actions that might impact a potential deal.
Timeline: Surfaces any related communication directly on the records form. This display allows you to easily see all relevant communication from a single point. In addition, you can quickly generate communication such as phone calls, emails, and appointments, and interact with team members directly from the prospects record.
In addition to lead and opportunity management capabilities, Dynamics 365 Sales makes it easy to generate and deliver quotes to customers, as well as turn those quotes into sales orders and invoices. Dynamics 365 Sales can act as a standalone sales order processing solution, or it can be integrated with Enterprise Resource Planning (ERP) applications, such as Dynamics 365 ERP applications.
Dynamics 365 Sales makes winning deals easier by providing multiple sales delivery and collaboration tools such as:
Embedded Office 365 Tools: With embedded tools like Microsoft Excel and Word, you can use tools that you use every day to help build details, analyze deal details, and communicate with customers.
Microsoft Teams Integration: Engage Subject Matter Experts (SME) and collaborate with colleagues across business functions and geographies. Access Dynamics 365 data directly within a Team workspace to use Teams’ collaboration abilities.
Product Catalog: The dedicated product catalog can function stand-alone or be integrated with ERP applications, such as Dynamics 365 ERP applications. Using this catalog, you can quickly build sales quotes by adding products directly from it. Automated pricing options can update pricing details automatically.
Customized Pricing and Discounting: With multiple price lists, you can attach the most appropriate pricing based on who the customer is, current promotions, or specific sales scenario.
Product Families: Product families extend the product catalog functionality even more by providing a central area to define common properties such as sizing and coloring options, for all products in a family. Products can be linked together to provide greater support in common sales scenarios such as cross selling, product substitution, or upselling.
Power Platform: Execute business processes and speed up daily activities such as approval processes across line of business applications with automation powered by Microsoft Power Automate. This provides you with a richer overall experience and simplified execution of business tasks, by embedding automation of these items directly into Dynamics 365 forms.
SharePoint & OneDrive Integration: Use the document storage and versioning capabilities of SharePoint and OneDrive to help with document collaboration. This lets you easily see who is working on documents, and what changes are being made. It also provides you with deeper insights to see what documents customers are accessing when you use them to store shared attachments.
Quote Management: Easily generate quotes directly from details stored in a sales opportunity. You can manage the entire sales negotiation process with easy quote revisions and quote delivery using familiar formats, such as Microsoft Word documents or PDFs.
Sales Orders: Sales orders can be created directly from Quotes when deals move forward. With Sales automation, related supply chain items can be opened or closed as the attached quote record is also closed.
Invoices: Invoices can be created from fulfilled sales orders, and the status of the invoice is tracked as the customer pays the invoice.
Now that we introduced you to Dynamics 365 Sales, let’s examine how it can be used to support sales organizations to close more deals and build long-lasting relationships with your customers.