Microsoft Dynamics 365 CRM for Sales

Dynamics 365 designed a module specifically for Sales to support the sales process from lead acquisition to the sale’s close. Dynamics CRM stores the contact information for new leads and tracks follow-up communications (phone calls, emails, and appointments) and the ability to qualify a lead into an account, contact, and opportunity.

The software keeps your sales team organized, storing all your records in a systematized manner that saves you time and effort. Dynamics 365 for Sales makes it easier to check the customer information you need and your daily task. You can display these results using the advanced find and adding multiple filter features to get a custom view of your data.

The Dynamics CRM module captures prospect leads and then targets clients through a qualification process to help you find your business’s best clients.

The process-driven user interface simplifies lead qualification and helps drive the successful conversion of leads to customer accounts and contacts.

Entities:

There are a few basics entities within the Sales module of Dynamics 365 — Account, Contact, Leads, and Opportunities.

Each entity allows you the opportunity to capture their contact information for leads, contacts, opportunities, and accounts. These fields include names, job titles, contact information, company names, and more.

Below, we discuss each entity in more detail.

Lead — Any person or organization who is a prospective client. Creating a lead record about a new lead is often the first step Dynamics users take in the sales process.

Within the Lead record, we can:

• Record specific sales engagement data, such as the purchase timeframe, estimated budget, and specifics notes about the Lead.
• Qualify a Lead to an Opportunity which automatically creates Account and Contact details
• Define specific sales process qualification steps
• Create business process flows.

Contact –Track individual records inside of Dynamics 365. Dynamics 365 captures contacts’ critical information in a centralized database accessible to everyone in the company in real-time for complete contact management, including contact records:

• The ability to track their company accounts.
• Information on their contact records via several mediums such as phone calls, emails, faxes, etc.
• Sales opportunities primary contacts
• Service cases primary contacts

Account — Accounts can be associated with companies or vendors. Like contacts, it is possible to collect valuable contact information such as:

• Company hierarchy
• Company employees (Contacts).
• Recent sales opportunities
• Recent service cases (if you also have Dynamics 365 for Service)
• Past and future activities related to the company.

Opportunity — Opportunities represent a potential sale from either a qualified lead or an existing customer. You can track your opportunities in Dynamics 365 for your individual sales pipeline. At the same time, management can track the overall sales pipeline for all sales reps.

Information we can track within an opportunity record includes:

ü Phase in the sales pipeline

ü Estimated revenue and close date

ü Key stakeholders and sales team members

ü Products/line items for the opportunity

ü Whether the opportunity was won or lost

ü Specific activities (Emails, phone calls, tasks, etc.)

ü Generate quotes that automatically pull the opportunity’s information.

Quote: -. You can store all the quotes along with the products/services they want and their respective quantities and prices. You can then activate the quote if the potential customer has accepted it. Dynamics 365 creates an order which you can share with the potential customer.

Order: — The end of the sales process. You can edit items in the order through Dynamics 365 and create the Invoice to share with potential clients. You can close the opportunity as Won or Lost depending on whether the deal closed.

Sales Table Structure:

Sales Process Flow:

Step 1: Capture Lead — Create Lead either manually or through automated systems (online forms, chatbots, etc.)

Step 2: Account Creation — Capture the company information in the account section after verifying the Lead’s quality.

Step 3: Contact Setup — Verified leads data gets copied in the contact section.

Step 4: Opportunity management — Once a lead shows interest in your product/service and asks for more information, you can qualify the Lead as an opportunity.

Step 5: Product Catalog — Add all the information about products and their pricing.

Step 6: Quote Management — Create Sales Quote.

Step 7: Order Management — Once the customer accepts everything mentioned in Sales Quote and confirms, convert the quote to order.

Step 8: Close Opportunity Invoice Management — Create a Sales Invoice and send it to the customer.

Custom-built Dynamics 365 CRM for Sales:

An organization can also have a custom-built Dynamics CRM 365 for Sales. If you are interested in a custom solution but do not have the technical expertise or capabilities to set up a custom sales process, let us know how we can help you create a custom Dynamics 365 CRM sales solution for your organization. We can help you create workflows, extend functionality with JavaScript, make plugins, and code custom features.

Every organization has specific needs and workflows. Furthermore, your organization should not adjust its processes to fit the software. A customizable CRM is an ideal solution for an organization that wants to ensure the software matches its processes, improves customer relationships, and streamlines its current workflow.

User security roles can be assigned so data can be viewed only by users who access the relevant data. You can create multiple business units based on companies’ departments and added users to their respective Business units with security roles.

Four Dynamics CRM for Sales Benefits

1. Lead Scoring

If you manage hundreds or thousands of new leads, it cannot be easy to track where each Lead is in the sales process manually. However, the key to success in sales today is knowing which leads sales are ready. That is why Dynamics 365 automatically scores every Lead based on your predetermined rules, so you can assign the right Lead to the right person on your team at the right time.

2. Import data easily

Dynamics CRM you can easily import all your external data into CRM through an Excel template. You can categorize external data as a single import, or you can transfer information in batches as needed. The import function saves you time and keeps your customers satisfied because you know more about them with a user-friendly portal.

3. Easy Integration:

Dynamics CRM easily integrates with the Microsoft Office suite, as well as SharePoint libraries. Having access to this data makes it quick and easy to send quotes, RFPs, and emails. You can conveniently store all your Office templates for use in relevant scenarios.

Screenshots of our custom-built Dynamics 365 CRM for Sales:

• You can Integrate Microsoft tools into Dynamics CRM. Access your Dynamics Instance using the Microsoft App Loader:

• You can access all your custom entities and categories at any time:

• You can create different views concerning entity and fields to access them in a single view:

Dashboards, Charts, and Power BI:

You can create multiple dashboards, charts, and views based on custom entities and fields to analyze your company’s performance. Get instant access to custom charts and personalized dashboards to stay up to date with your business stats.

The Dynamics 365 Sales App provides out of the box charts that use your data to create a visual representation of your status. Dynamics 365 can show you data visualizations directly from Power BI. Which you can customize with the latest data:

Goal Management:

Set targets for the sales and marketing teams, and then analyze their performance against these goals to help you improve your planning moving forward. These goals and analytics can provide you with the best strategies to motivate your team to achieve their business goals.

Email Integration:

Email communications have been the primary source of communicating with customers and businesses for the past few decades. The Dynamics 365 App for Outlook includes data about your Dynamics 365 contacts and leads, link emails to existing records, and update Dynamics 365 records directly from your Outlook client.

Dynamics 365 CRM for Sales Conclusion

Dynamics 365 CRM can help an organization streamline its workflow and improve customer relationships. It’s fully customizable to fit any business scenario and cover any specific requirement. To learn more about what Beyond Key can do for your organization, please contact us today

Do you activate it or is this automatic? Not sure I understand the benefit of the activate feature.